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Palo Alto Networks (PANW) Stock News, Nov 2025-Feb 2026

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Palo Alto Networks, Inc. reports developments across its cybersecurity platform business, including network security, cloud security, security operations, AI security and identity protection. Company news commonly covers product launches and platform updates involving Prisma AIRS, Prisma Browser, Prisma SASE, Cortex XDR and Unit 42 threat intelligence.

Recurring updates also include quarterly financial results, acquisition completions, capital actions and governance-related announcements. Recent company developments have centered on agentic AI security, agentic endpoint protection, certificate lifecycle automation, post-quantum readiness and the integration of acquired technologies into Palo Alto Networks' security platforms.

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Palo Alto Networks (NASDAQ: PANW) completed its acquisition of CyberArk on Feb 11, 2026, adding CyberArk's Identity Security Platform to secure human, machine, and agentic identities. Under the deal, CyberArk shareholders receive $45.00 cash plus 2.2005 Palo Alto Networks shares per CyberArk share. Palo Alto Networks also intends to pursue a secondary listing on the Tel Aviv Stock Exchange under the CYBR ticker.

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Palo Alto Networks (NASDAQ: PANW) completed its acquisition of CyberArk on Feb 11, 2026, integrating CyberArk's Identity Security platform to secure human, machine and agentic identities across the enterprise. Transaction terms: $45.00 cash plus 2.2005 PANW shares per CyberArk share. Palo Alto Networks intends to pursue a secondary listing on the Tel Aviv Stock Exchange under the CYBR ticker and will remain listed as PANW on Nasdaq. CyberArk solutions remain available standalone while product integration begins. Q2 FY2026 earnings call: Feb 17, 2026 at 1:30 pm PT via webcast.

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Palo Alto Networks (NASDAQ: PANW) announced an upgraded NextWave Partner Program on Feb 5, 2026, shifting incentives from transactional volume to platformization and service-led growth for AI-driven security.

Key elements include streamlined rebates for NGFW/NGS, enhanced CPQ and automated deal registration, a Partner Development Fund, and tailored partner paths for MSSPs, distributors, GSIs, and authorized services.

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Palo Alto Networks (NASDAQ: PANW) will release fiscal second quarter 2026 results for the period ending January 31, 2026, after U.S. markets close on Tuesday, February 17, 2026.

A video webcast to discuss results will be held Feb 17 at 1:30 p.m. PT (4:30 p.m. ET). According to the company, the live webcast is available in the Investors section and a replay will be posted three hours after the event and archived for one year.

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Palo Alto Networks (NASDAQ: PANW) completed its acquisition of Chronosphere on January 29, 2026, unifying observability and security for AI-era operations. Chronosphere, a 2025 Gartner Magic Quadrant leader, provides cloud-native telemetry that can cut data volumes by ~30% and use 20x less infrastructure than legacy alternatives. Palo Alto Networks plans to integrate Cortex AgentiX with Chronosphere to enable AI agents that detect and remediate security and IT issues automatically, improving real-time visibility across applications, infrastructure, and AI systems while controlling data cost.

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Palo Alto Networks (NASDAQ: PANW) and Google Cloud expanded a strategic partnership on Dec 19, 2025 to secure AI and cloud adoption across development, deployment and runtime.

The deal builds Prisma AIRS integrations for Vertex AI and Agent Engine, extends VM-Series firewall and Prisma SASE integrations, and deepens engineering alignment with more than 75 joint integrations.

The companies cited $2 billion in prior Google Cloud Marketplace sales and announced a new multibillion-dollar agreement for Palo Alto to migrate key workloads to Google Cloud and use Vertex AI and Gemini LLMs for its copilots.

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Palo Alto Networks (NASDAQ: PANW) released its State of Cloud Security Report 2025, finding AI adoption has sharply expanded cloud attack surfaces. Key findings: 99% of organizations saw at least one attack on AI systems; 99% use GenAI-assisted coding; API attacks rose 41%. Rapid code shipping (52% ship weekly) outpaces fixes (18% fix at that cadence), while teams manage an average of 17 cloud security tools across five vendors, creating blind spots. The report urges unifying cloud security and SOC and highlights Cortex Cloud as an agentic-first, end-to-end platform.

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Palo Alto Networks (NASDAQ: PANW) said members of its management team will present at the UBS Global Technology and AI Conference on Tuesday, December 2, 2025 at 3:55 p.m. PT.

The company said additional investor-event details and a live audio webcast of the presentation will be available from the Investors section of its website at investors.paloaltonetworks.com.

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Palo Alto Networks (NASDAQ: PANW) announced on November 19, 2025 a definitive agreement to acquire Chronosphere for a total consideration of $3.35 billion in cash and replacement equity awards, subject to adjustments. Chronosphere reported ARR >$160 million as of September 2025 and says ARR grew triple-digits year-over-year. Palo Alto expects the deal to close in its second half of fiscal 2026, pending customary regulatory approvals. The companies say the combination will pair Chronosphere's scalable observability and cost-efficient ingestion with Palo Alto's AgentiX platform to enable real-time, agentic remediation and petabyte-scale visibility for AI-native customers.

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Palo Alto Networks (NASDAQ: PANW) announced on November 19, 2025 that Mark Goodburn has been appointed to its board of directors and will join the Audit Committee as chair and the Security Committee.

The company also announced the retirement of long-serving director Mary Pat McCarthy, effective January 23, 2026. McCarthy, a director since 2016, has stepped down as Audit Committee chair but will remain a member of the Audit and Security committees until her retirement.

Goodburn previously served as Chairman and Global Head of Advisory at KPMG International (2011–2021) and currently serves on the board of C.H. Robinson Worldwide.

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FAQ

What is the current stock price of Palo Alto Networks (PANW)?

The current stock price of Palo Alto Networks (PANW) is $403.24 as of October 2, 2026.

What is the market cap of Palo Alto Networks (PANW)?

The market cap of Palo Alto Networks (PANW) is approximately 329.9B.