Palo Alto Networks Inc

PANW: XNAS (USA)

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Palo Alto Networks: Entering Identity Makes Strategic Sense, but We Have Questions on Valuation

Malik Ahmed Khan

Jul 29, 2025

The Wall Street Journal reported that Palo Alto was in talks to acquire CyberArk, an identity security vendor, in a deal set to be worth more than $20 billion. CyberArk's stock traded up sharply on the news while Palo Alto's shares went down, highlighting potential investor concerns.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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Palo Alto Networks Inc

Palo Alto Networks: Entering Identity Makes Strategic Sense, but We Have Questions on Valuation

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