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

Since 2018, Palo Alto has been transforming its strategy - moving from a hardware-centric firewall company to a full-stack, cloud-first cybersecurity platform. It is now the largest cybersecurity firm by market cap,

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.