Palo Alto Networks, Inc. (PANW)
PANW Bets on Prisma AIRS: Is it the Key to Future Platform Growth?
Palo Alto Networks launches Prisma AIRS, fueling AI security growth with $545 million ARR and an early eight-figure sales pipeline.
Palo Alto Networks $19B Surprise Few Saw Coming
Palo Alto Networks is reaffirmed, as a Buy following its $25B acquisition of CyberArk and a sharp 18% share price drop. PANW's acquisition-led strategy, including the CyberArk deal, is driving rapid revenue growth, backlog acceleration, and industry-leading free cash flow margins. Management guides for FY26 revenue of $10.5B and expects backlog to surprisingly surge 22% to $19B, supporting ongoing margin expansion and valuation upside for PANW.
Palo Alto Networks: Strong Standalone Execution Plus CyberArk Opportunity (Upgrade)
I'm upgrading Palo Alto Networks to a buy rating, driven by the company's recent acceleration and potential upside from its CyberArk acquisition. The company's Q4 results exceeded expectations, with 16% revenue growth and a 24% surge in remaining performance obligations, signaling robust demand after a full year of acceleration. The CYBR deal expands PANW's reach into identity security, offering cross-sell opportunities, and meaningful free cash flow synergies.
Palo Alto Networks Stock Has Surged Since August. Can This Momentum Continue?
Palo Alto Networks (PANW 0.04%), the platform-focused cybersecurity company behind Prisma, Cortex, and its next-gen firewall offerings, has rallied sharply since mid-August. After closing at about $176 on Aug. 18, the day it reported results, the growth stock trades at about $202 as of this writing -- a gain of roughly 15%.
Why Is Palo Alto (PANW) Up 10.9% Since Last Earnings Report?
Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock?
PANW's SASE ARR Hits $1.3B: Is Prisma Browser the Key Driver?
Palo Alto Networks' SASE ARR surges 35% to $1.3B, fueled by rapid Prisma Browser adoption.
Palo Alto Networks Rises 16% in a Month: Time to Hold or Book Profits?
PANW shares jumped 16% in a month on AI-driven security momentum, but slowing sales growth and premium valuation cloud the outlook.
Idea of agentic browsers is at odd with the enterprise, says Palo Alto CEO Arora
Palo Alto Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the cybersecurity sector, agentic browsers and more.
Palo Alto Networks CEO says the enterprise may not welcome agentic AI browsers
In a Thursday interview with CNBC's Jim Cramer, Palo Alto Networks CEO Nikesh Arora suggested the enterprise may not be comfortable with browsers run by agentic artificial intelligence. "I think unless there are controls built into agentic browsers, which are oriented around credentials and enterprise security, they're not going to be allowed in enterprises in 24 months," Arora said.
Palo Alto Networks, Inc. (PANW) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Palo Alto Networks, Inc. (NASDAQ:PANW ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 12:00 PM EDT Company Participants Nikesh Arora - Chairman & CEO Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Director & Co-Head of Software Research All right. Ladies and gentlemen, I think we're ready to get going for our halftime show here, day 2 of Citi's.
Recession-Proof or Overhyped? Trading the PANW Shakeup
The cybersecurity sector has long been viewed as a resilient corner of the tech market, but 2025 is testing that thesis in real time. Amid evolving AI-driven threats, Big Tech competition, and geopolitical risk, Palo Alto Networks, Inc. (PANW) sits at the intersection of innovation and disruption.
PANW Bets on Cortex XSIAM: Is This the Next Growth Engine?
Palo Alto Networks' Cortex XSIAM is its fastest-growing product ever, winning big enterprise deals and fueling future growth momentum.
