Palo Alto Networks on Wednesday said it would acquire CyberArk in a cash-and-stock cybersecurity deal that values the latter company at $25 billion. https://t.co/hDyiscOvgY ...

Palo Alto Networks agrees to buy CyberArk for $25 billion | TechCrunch https://t.co/Sj7wwy45rj ...

Core Insights - Palo Alto Networks announced its intent to acquire CyberArk for $25 billion, marking its entry into the identity security space [1] - This acquisition is part of a broader trend of aggressive expansion under CEO Nikesh Arora, who has overseen over $7 billion in acquisitions since 2018 [2] - The CyberArk deal is the largest acquisition by Palo Alto to date and one of the largest cybersecurity deals in 2025, following Google's acquisition of Wiz for $32 billion [3] Acquisition Details - The acquisition of CyberArk will be a mix of cash and stock [1] - Other notable acquisitions by Palo Alto include Dig Security for approximately $400 million, Talon Cyber Security for about $625 million, and Bridgecrew for $156 million [3]

NIQASH, I'll start with you, if I may. How much was this deal. And I want to focus on the technology landscape here.How much was this deal. A direct response to the ways Google deal and generally the domains the Hyperscalers are focused on right now when it comes to security. Well, I think these are very different transactions that look from our perspective.If you look at the last year or two years, what has gone on, what has gone on is that we're seeing this huge conversation about AI now, most lately and ...

Another day, another deal. Palo Alto Networks announcing it is going to buy Israeli identity security provider Cyber Arc in a deal valued at roughly $25 billion. That marks one of the biggest tech takeovers so far this year.Both stocks actually a little bit lower on that news. PaloAlto down about 7%. Cyber Arc which is being bought is actually not moving at all, which is a little bit odd.Let's talk more about this and M&A in general with Dan Primac. He is business editor at Axios. Dan, obviously I' I know w ...

Core Viewpoint - Palo Alto Networks, Inc. is in advanced discussions to acquire CyberArk Software Ltd. for over $20 billion, which would enhance its capabilities in identity and privileged access management [1][10]. Group 1: Acquisition Details - The acquisition would allow Palo Alto Networks to expand its services beyond network and cloud security into identity management, addressing the rising demand for identity protection amid increasing cyber threats [2][10]. - Following the news, CyberArk's shares increased by 13.5%, while Palo Alto Networks' shares fell by 5.2% [3]. Group 2: Market Context - The global identity and access management (IAM) market is projected to reach $34.3 billion by 2029, growing at a CAGR of 8.4% from 2024 to 2029, indicating a significant opportunity for Palo Alto Networks [6]. - As organizations shift to cloud and hybrid work models, managing user access has become a critical security focus, positioning CyberArk as a leader in privileged access management [7]. Group 3: Competitive Landscape - Palo Alto Networks currently lacks scale in identity-driven threat protection, an area where competitors like CrowdStrike and Okta have made significant advancements [8]. - By acquiring CyberArk, Palo Alto Networks could create a more comprehensive platform that integrates cloud, endpoint, network, and identity protection [9]. Group 4: Strategic Alignment - The acquisition aligns with Palo Alto Networks' "platformization" strategy, which aims to unify various security services into a single ecosystem, making identity management an essential component [11]. - In fiscal Q3 2025, Palo Alto Networks reported over 90 new platformized deals, indicating strong traction in its platformization approach [12]. Group 5: Future Prospects - Management believes that platformization is crucial for achieving a target of $15 billion in Next-Gen Security Annual Recurring Revenue by fiscal 2030, with a significant portion expected from platformized customers [13]. - The potential acquisition of CyberArk could position Palo Alto Networks as a leader in identity-first security, enhancing its ability to serve large enterprises with integrated solutions [14].

Palo Alto Networks is acquiring CyberArk in a $25 billion deal to expand its identity security and AI capabilities https://t.co/flV9nmaaC1 ...

Palo Alto Networks will take over Israeli identity security provider CyberArk in a deal valued at roughly $25 billion.The California-based cybersecurity company will pay $45 a share for CyberArk, representing a 26% premium to its share price Friday.Shares of Palo Alto fell more than 7% before the bell Wednesday, building on a 5% loss from Tuesday. CyberArk's stock dipped 2%.Palo Alto Networks intends to use the deal to officially penetrate the identity security market and improve its multi-layer offering fo ...

CyberArk (CYBR) shares soared 13.5% in the last trading session to close at $434.48. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 5.9% loss over the past four weeks.The stock soared after the Wall Street Journal reported that Palo Alto Networks (PANW) is in advanced talks to acquire CyberArk. Citing people familiar with the matter, the Wall Street Journal stated that the deal could be worth more than $20 billion.This maker of ...

CyberArk专注于身份管理，在竞争激烈的市场中面临微软、Okta和IBM等对手。此次潜在交易是网络安 全行业整合趋势的一部分，此前已有思科收购Splunk和谷歌收购Wiz等大型并购案。 网络安全公司Palo Alto Networks正在就以超过200亿美元的价格收购身份管理软件制造商CyberArk进行 谈判。此举将成为Palo Alto Networks首席执行官Nikesh Arora上任以来最大的一笔收购。 ...