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SANTA CLARA - Palo Alto Networks (NASDAQ:PANW) announced on Tuesday new native integrations of its Prisma AIRS security platform with AI agent platforms from Factory, Glean, IBM and ServiceNow, aiming to address security concerns as enterprise AI adoption accelerates. The cybersecurity giant, with a market capitalization of $137.34 billion and revenue of $9.22 billion over the last twelve months, continues to strengthen its position as a prominent player in the software industry.
The cybersecurity company's integrations provide real-time protection against prompt injections, tool misuse and malicious agent behavior, according to a press release statement. The move comes as production numbers for AI agents are projected to reach 1.3 billion by 2028.
"The enterprise race to deploy AI agents demands a platform that turns security from a roadblock into an accelerator for innovation," said Anand Oswal, Executive Vice President of Network & AI Security at Palo Alto Networks.
The integration with Factory will secure developer coding workflows by inspecting prompts, responses and tool calls. With Glean, which is now generally available, the integration scans AI agent user prompts and LLM responses to provide additional defense layers.
For IBM, Prisma AIRS is integrated into IBM's watsonx Orchestrate for real-time threat prevention when managing tasks across multiple AI agents. The integration with IBM Project Bob aims to detect and prevent vulnerable and malicious code.
The ServiceNow integration will help secure AI agent workflows in the ServiceNow AI Platform before agents perform actions, helping to mitigate AI ecosystem risks.
These integrations embed security directly within platforms that customers use, potentially reducing friction that typically slows AI implementation. The company claims this approach allows organizations to deploy AI agents more rapidly while maintaining security standards.
In other recent news, Palo Alto Networks has been the subject of several analyst updates ahead of its upcoming fiscal first-quarter earnings report. TD Cowen increased its price target for the company to $255, citing positive trends such as platformization efforts and rapid adoption of AI solutions, alongside a 29% year-over-year growth in Next-Generation Security Annual Recurring Revenue. DA Davidson also raised its price target to $240 and maintained a Buy rating, anticipating strong results with potential upside in key financial metrics. BMO Capital adjusted its target to $230, maintaining an Outperform rating, and highlighted the cybersecurity sector as a compelling investment area with little AI dislocation risk. Meanwhile, Stifel reiterated a Buy rating with a $225 price target, based on demand trends from major cybersecurity resellers. KeyBanc offered a more conservative outlook, maintaining a Sector Weight rating and expecting results to align with expectations. These developments underscore varied analyst perspectives on Palo Alto Networks' performance and potential growth.
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