PANW Stock Recent News

Palo Alto Networks' SASE ARR surges 35% to $1.3B, fueled by rapid Prisma Browser adoption.

PANW shares jumped 16% in a month on AI-driven security momentum, but slowing sales growth and premium valuation cloud the outlook.

Enterprises may be cautious about adopting agentic artificial intelligence browsers, due to worries about the technology's autonomy, Palo Alto Networks CEO Nikesh Arora said Thursday (Sept. 4).

Artificial intelligence (AI) has been the driving force behind the current bull market. Big tech is spending hundreds of billions of dollars to build out infrastructure as just about every business looks into the potential to use generative AI to improve its products and operations.

Palo Alto Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the cybersecurity sector, agentic browsers and more.

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. (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.

Prisma SASE 4.0 protects against highly evasive threats that assemble inside the browser, offers AI-augmented data classification, and secures today's dynamic private applications Scaling SASE beyond $1.3B in ARR, [1] providing best-in-class security to one-third of the Fortune 500 SANTA CLARA, Calif. , Sept. 4, 2025 /PRNewswire/ -- Today, Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, announced Prisma ®  SASE 4.0 , the industry's most advanced AI-driven secure access service edge (SASE) solution.

Palo Alto Networks is the cybersecurity market leader, operating in a $245 billion market expected to double by 2030, supported by strong AI-driven demand. The company continues to deliver double-digit revenue and EPS growth, with eight consecutive double-beats and robust guidance for FY2026. While trading at a premium valuation (forward P/E around 50), its growth, profitability, and strong cash generation justify elevated multiples.

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