Palo Alto Stock Price, News & Analysis

Palo Alto Networks (NASDAQ: PANW) has unveiled Prisma AIRS, a comprehensive AI security platform designed to protect enterprise AI ecosystems. The platform builds upon the company's Secure AI by Design portfolio and focuses on protecting AI apps, agents, models, and data.

The platform offers key capabilities including:

• AI Model Scanning for vulnerabilities and threats
• Posture Management for security risk insights
• AI Red Teaming for automated penetration testing
• Runtime Security against threats like prompt injection and data leaks
• AI Agent Security against identity impersonation and tool misuse

Additionally, PANW announced its intent to acquire Protect AI, with the deal expected to close by Q1 fiscal 2026, to enhance Prisma AIRS capabilities.

Palo Alto Networks (NASDAQ: PANW) has achieved a significant milestone by surpassing $1.5 billion in cumulative sales through Google Cloud Marketplace as of April 2025. The company currently offers 31 marketplace listings, supported by 20 technical documents and reference architectures.

The cybersecurity leader has strengthened its partnership with Google Cloud through 75 solution integrations, focusing on AI-powered security solutions. Their collaboration includes the integration of AI-Runtime Security and VM-Series Virtual Firewalls with Google Cloud Network Security Integration, enabling enhanced cloud environment security.

In recognition of their partnership excellence, Palo Alto Networks received five 2025 Google Cloud Partner of the Year awards, including honors in Artificial Intelligence, Security Infrastructure Protection, and Marketplace categories.

Palo Alto Networks (NASDAQ: PANW) and the National Hockey League (NHL) have announced a multiyear North American partnership, designating PANW as the NHL's Official Cybersecurity Partner. The partnership builds upon their existing relationship since 2009, where PANW has provided the NHL with comprehensive cybersecurity solutions.

The NHL has standardized on Palo Alto Networks' solutions including next-generation firewalls, cloud security, and AI-powered security operations. The partnership includes exclusive marketing rights and will integrate PANW's brand across NHL's marketing, digital, and social media channels.

The collaboration aims to enhance the NHL's cybersecurity initiatives, focusing on improving threat blocking, IoT device security, reducing response time to security alerts, and enabling secure business initiatives and fan engagement. PANW's solutions include Prisma Access Browser for secure browsing and AI Access Security for safe AI application usage.

Palo Alto Networks (NASDAQ: PANW) has unveiled Prisma SASE 5G, a cloud-native Zero Trust security solution designed to protect enterprise 5G deployments. The announcement includes expanded partnerships with seven industry leaders to deliver comprehensive private 5G security solutions.

The new Prisma SASE 5G solution offers three key capabilities:

• Cloud-delivered SASE integration for rapid deployment and enhanced security
• SIM-based authentication for secure connectivity
• AI-powered protection against zero-day threats and malware

The company has formed strategic partnerships with notable companies including Singtel, Nokia, NTT DATA, NVIDIA, OneLayer, Pente, and Telenor. These collaborations aim to strengthen security across evolving network landscapes and enable comprehensive protection for enterprises implementing 5G technology.

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, has announced its upcoming participation in a significant investor event. The company's management team will be presenting at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 5, 2025, at 3:20 p.m. PT.

Investors and interested parties can access additional information about the company's participation in upcoming investor events and live audio webcasts of presentations through the 'Investors' section of Palo Alto Networks' website at investors.paloaltonetworks.com.

Palo Alto Networks (NASDAQ: PANW) reported strong fiscal Q2 2025 results with revenue growing 14% year-over-year to $2.3 billion. The company's Next-Generation Security ARR increased 37% to $4.8 billion, while remaining performance obligation grew 21% to $13.0 billion.

GAAP net income was $0.3 billion ($0.38 per diluted share), compared to $1.7 billion ($2.44 per diluted share) in Q2 2024. Non-GAAP net income reached $0.6 billion ($0.81 per diluted share), up from $0.5 billion ($0.73 per diluted share) last year.

For fiscal year 2025, PANW expects total revenue between $9.14-9.19 billion, representing 14% growth, with non-GAAP operating margin of 28.0-28.5%. The company also projects Next-Generation Security ARR of $5.52-5.57 billion, representing 31-32% growth.

Palo Alto Networks (NASDAQ: PANW) has expanded its board of directors from nine to eleven members with the appointment of two new independent directors: Helle Thorning-Schmidt, former prime minister of Denmark, and Ralph Hamers, former CEO of UBS Group AG and ING Group.

Thorning-Schmidt, Denmark's first female prime minister (2011-2015), will join the Governance and Sustainability Committee and Security Committee. She currently serves on boards of Edelman, Vestas Wind Systems, and Neurons Inc, among other roles.

Hamers, appointed to the Audit Committee and Security Committee, brings expertise from leading UBS Group's One UBS strategy and ING Group's digital transformation. He currently serves as secretary general of the Institut International d'Études Bancaires and advises Arta Finance and GRAB Holding.

Palo Alto Networks (NASDAQ: PANW) has announced Cortex Cloud, the next evolution of Prisma Cloud, merging cloud detection and response (CDR) with cloud native application protection platform (CNAPP) capabilities on the unified Cortex platform. This advancement comes as Unit 42 reports reveal 80% of security exposures in cloud attack surfaces and a 66% increase in cloud-targeting threats.

The new solution features AI-powered prioritization, automated remediation, and a simplified user experience. Key features include enhanced application security across development pipelines, improved multi-cloud risk management, and real-time attack prevention through integration with the Cortex XDR agent. Notably, CNAPP capabilities are included at no additional cost for Cortex Cloud Runtime Security customers.

Cortex Cloud will be available to customers in Q3 FY25, with support from integration partners CyberCX, Deloitte, IBM, and Orange Cyberdefense.

Palo Alto Networks (NASDAQ: PANW) has announced it will release its fiscal second quarter 2025 financial results on Thursday, February 13, 2025, after U.S. markets close. The company will host a video webcast at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.

The webcast will be available through the 'Investors' section of the company's website. A replay will be accessible three hours after the event and archived for one year. The financial results press release will be available on the website before the webcast begins.