---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40768137.md"
description: "Palo Alto Networks rose more than five percentage points. The newly launched Idira platform focuses on identity security in the AI era, with the company also warning that "AI-driven cyberattacks will become the norm." This round of funding prices the company as transforming Palo Alto from a next-generation firewall vendor into an "AI identity layer infrastructure" supplier, broadening the TAM framework.I feel this is the beginning of a valuation re-anchoring — in the eyes of analysts, Palo Alto may transition from an SASE vendor with a forward PE of 50x to an AI infra vendor at 60-70x, with the key being whether Cortex XSIAM and Idira collectively achieve over 30% ARR growth in the Q2 earnings report."
datetime: "2026-05-14T10:37:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40768137.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40768137.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40768137.md)
author: "[Fufu](https://longbridge.com/en/profiles/26996852.md)"
---

# Palo Alto Networks rose more than five percentage …


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