Palo Alto Networks, Inc.'s shares are poised to rebound after 14% selloff post-CyberArk acquisition. Click for why PANW concerns may ease and drive recovery.

The proposed $25 billion acquisition reflects the growing importance of identity management — and would fill a crucial gap in the Palo Alto Networks portfolio.

Palo Alto Networks will buy Israeli peer CyberArk Software for about $25 billion, in its biggest deal yet, as CEO Nikesh Arora seeks to build a comprehensive cybersecurity provider to tap into rising AI-driven demand.