The buy signals marked on this chart are triggered when the shortest green moving average turns higher. The signal is stronger when it turns higher after dipping below the other moving averages, which typically occurs during a correction in the overall stock market.
The last buy signal was in 2023 when the AI boom blasted off. Buying shares in a chart like this is what I call ‘climbing aboard’ a bull market in full spate. Palo Alto Networks is a cybersecurity company, so if it can develop innovative products, there will be plenty of demand.
The latest results showed a company on fire and with exciting plans.
As you can see, we had a strong finish to the fiscal year. We’ve just closed the landmark quarter, capping a year of disciplined execution and strategic acceleration. Our results this quarter are a direct reflection of a strategy we have been architecting for years, anticipating where the market is going and building the future of cybersecurity before it arrives. This is a moment of conviction, both for us and for our customers. We’re proud to be the first dedicated cybersecurity company to surpass a $10 billion revenue run rate. While this milestone is significant, it is not the ultimate goal. Our focus has already shifted to sorry, excuse me, yes, our focus has already shifted to leveraging the scale to define the next decade of cybersecurity.
The very fabric of technology is being rewoven by AI, creating a vast, new and complex attack surface. In this new era, security is no longer a bolt-on. It is a foundational enabler of transformational success. The record-breaking number of platformization deals this quarter demonstrates that customers are not just buying products, they are buying into a strategic partnership. We believe that integrated best-of-breed platforms deliver superior security outcomes and our customers are validating this conviction by making larger, more strategic commitment with us than ever before.
Nikesh Arora, chairman and CEO, Palo Alto Networks, Q4 2025, 18 August 2025
Like other companies, Palo Alto is seeing a spectacular and maybe still accelerating boom in AI-generated demand.
The very fabric of technology is being rewoven by AI, creating a vast, new and complex attack surface. In this new era, security is no longer a bolt-on. It is a foundational enabler of transformational success. The record-breaking number of platformization deals this quarter demonstrates that customers are not just buying products, they are buying into a strategic partnership. We believe that integrated best-of-breed platforms deliver superior security outcomes and our customers are validating this conviction by making larger, more strategic commitment with us than ever before.
Nikesh Arora, chairman and CEO, Palo Alto Networks, Q4 2025, 18 August 2025
The scale of operations at Palo Alto is increasing at a phenomenal rate.
As we aim to more than double the number of platformization in the next 5 years, we believe our foundation for sustainable growth becomes stronger. This underpins our confidence in achieving $15 billion of NGS ARR [Next Generation Security annual recurring revenue] on a stand-alone basis by FY ’30.
The clear validation of our strategy is in the landmark deals we’re signing. These are not product sales. These are deep partnerships from — with the world’s leading organizations to transform the security posture. We had 1 of our strongest large deals quarters ever. Customers who were $5 million and $10 million in ARR were up approximately 50% year-over-year and $20 million plus ARR customers are up nearly 80% year-over-year. These types of large multi-platform deals hardly existed a few years ago and showcase our customers’ growing commitment to us.
Nikesh Arora, chairman and CEO, Palo Alto Networks, Q4 2025, 18 August 2025
I have a long way to go to fully grasp the journey Palo Alto is on, but I have seen enough to convince me that it is an exciting one. Incidentally, Palo Alto looks outstanding on a 12M candlestick chart. The shares will be added to the Top 40 list, which is now 47 shares.
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