Palo Alto Networks beats Q4 estimates, raises FY26 guidance, boosts identity security growth with CyberArk acquisition.

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

When the market overreacts, buying opportunities have a way of presenting themselves. That’s the case for Palo Alto Networks, whose stock tumbled after it agreed to buy CyberArk Software for $25 billion. It’s set to report earnings on Aug. 18.