Palo Alto Networks launches browser security in SASE 4.0 update

SANTA CLARA - Palo Alto Networks (NASDAQ:PANW), a prominent cybersecurity player with a market capitalization of $128.2 billion and "GREAT" financial health according to InvestingPro, announced Thursday the release of Prisma SASE 4.0, featuring new browser-based security capabilities designed to combat sophisticated web threats that evade traditional detection methods.

The updated platform introduces Prisma Access Browser with in-browser advanced web protection that identifies and neutralizes malware in real-time before it can cause damage, according to the company’s press release.

The new version also includes AI-augmented data classification that automatically identifies sensitive information across various formats with reportedly fewer false positives than traditional methods. The system includes over 140 pre-trained machine learning classifiers to secure assets such as patents, contracts, and source code.

Additionally, the platform features Private App Security, which automatically adapts security policies for dynamic applications that are frequently targeted by attackers.

"The innovations in Prisma SASE 4.0, particularly our last-mile protections in the browser, are a direct response to the digital landscape, where AI-driven attacks and the widespread adoption of AI tools are making traditional security approaches obsolete," said Anand Oswal, Executive Vice President of Network Security at Palo Alto Networks.

The company reported that its SASE annual recurring revenue reached $1.3 billion in fiscal year 2025, growing 35% year-over-year. This growth aligns with the company’s overall revenue expansion of 14.87% in the last twelve months, with total revenue reaching $9.2 billion. Palo Alto Networks claims its Prisma Access Browser has surpassed 6 million licensed seats. InvestingPro analysis reveals 33 analysts have revised their earnings upwards for the upcoming period, suggesting strong growth potential.

The new features announced today will be generally available later this year, according to the company’s statement.

Palo Alto Networks has been recognized as a Leader in Gartner’s Magic Quadrant for SASE Platforms for three consecutive years and serves over 6,300 SASE customers, including one-third of Fortune 500 companies. Based on InvestingPro’s Fair Value analysis, the stock appears slightly overvalued at current levels, though it maintains strong fundamentals with a gross profit margin of 73.4% and robust cash flows. Investors can access the comprehensive Pro Research Report, available for PANW and 1,400+ other top US stocks, for deeper insights into the company’s valuation and growth prospects.

In other recent news, Palo Alto Networks reported strong fourth-quarter fiscal 2025 results, surpassing analyst expectations. The company achieved a revenue growth of 15.8% year-over-year, outpacing the consensus estimate of 14.2%, with notable performance in SASE, XSIAM, and virtual firewalls. Total revenue for the quarter reached $2.54 billion, marking a 16% increase compared to the previous year, with product revenue growing by 19%. Following these results, several analyst firms have adjusted their price targets for the company’s stock. Truist Securities raised its price target to $220, Rosenblatt increased it to $225, and Scotiabank set it at $228, all maintaining a Buy or equivalent rating. RBC Capital reiterated an Outperform rating with a price target of $232, highlighting that both the quarterly performance and forward guidance for fiscal year 2026 exceeded market expectations. Cantor Fitzgerald also maintained an Overweight rating, setting a price target of $223, citing the company’s success across multiple metrics such as revenue, Next-Gen ARR, RPO, free cash flow, and earnings per share. These developments indicate continued momentum for Palo Alto Networks as it consolidates its platform efforts.

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