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

派拓网络公司（PANW）将通过约250亿美元的现金和股票收购赛博安全公司。 ...

智通财经7月30日电，派拓网络公司（PANW）将通过约250亿美元的现金和股票收购赛博安全公司。 ...

"Our market entry strategy has always been to enter categories at their inflection point, and we believe that moment for Identity Security is now. This strategy has guided our evolution from a next-gen firewall company into a multi-platform cybersecurity leader. Today, the rise of AI and the explosion of machine identities have made it clear that the future of security must be built on the vision that every identity requires the right level of privilege controls, not the 'IAM fallacy'. CyberArk is the defin ...

Core Viewpoint - Palo Alto Networks is set to release its financial results for the fiscal fourth quarter and fiscal year 2025 on August 18, 2025, after U.S. markets close [1] Group 1 - The financial results will cover the period ending July 31, 2025, and a video webcast will be held at 1:30 p.m. Pacific time to discuss these results [1] - A financial results press release will be available on the company's website prior to the webcast [2] - The webcast will be accessible from the "Investors" section of the Palo Alto Networks website, with a replay available three hours after the event [2] Group 2 - Palo Alto Networks is recognized as a global leader in AI and cybersecurity, providing comprehensive AI-powered security solutions to over 70,000 organizations worldwide [3] - The company emphasizes platformization to streamline security at scale, which supports innovation [3]

Group 1: CyberArk Overview - CyberArk (CYBR) shares increased by 13.5% to close at $434.48, following a report of advanced acquisition talks with Palo Alto Networks (PANW) potentially worth over $20 billion [1] - The stock had previously experienced a 5.9% loss over the past four weeks, indicating a significant turnaround in market sentiment [1] Group 2: Financial Performance Expectations - CyberArk is expected to report quarterly earnings of $0.79 per share, reflecting a year-over-year increase of 46.3% [2] - Revenue projections for CyberArk stand at $315.43 million, which is a 40.4% increase compared to the same quarter last year [2] Group 3: Earnings Estimate Trends - The consensus EPS estimate for CyberArk has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 1 (Strong Buy), indicating strong market confidence [4] Group 4: Palo Alto Networks Overview - Palo Alto Networks (PANW) finished the last trading session down 5.2% at $193.84, with a return of -0.1% over the past month [4] - The consensus EPS estimate for Palo Alto is $0.88, representing a year-over-year change of 17.3%, with the estimate remaining unchanged over the past month [5] - Palo Alto currently has a Zacks Rank of 3 (Hold), indicating a more cautious outlook compared to CyberArk [5]

Palo Alto Networks could be closing in on an acquisition that would be one of the biggest tech deals of the year, according to a report Tuesday. https://t.co/XMEVwOO4Eu ...

格隆汇7月30日｜据华尔街日报引述消息人士称，美国科技公司Palo Alto Networks洽购网络保安软件开 发商CyberArk，交易价值估计超过200亿美元。以周一收市价计，CyberArk市值为193亿美元。根据报 道，两间公司预期最快本周内落实协议。 ...

智通财经APP获悉，《华尔街日报》周二援引未具名知情人士的消息称，Palo Alto Networks(PANW.US) 正洽谈收购以色列网络安全公司CyberArk Software Ltd.，该交易对CyberArk估值或超过200亿美元。据 悉，Palo Alto Networks可能最早于本周敲定交易。 CyberArk拒绝置评，Palo Alto Networks则未回应置评请求。 今年早些时候，Alphabet公司以320亿美元收购Wiz的交易，推高了市场对网络安全领域投资的兴趣。4 月，Palo Alto Networks宣布计划收购初创公司Protect AI——该公司专注于为人工智能和机器学习应用 及模型提供安全保障。 弗雷斯特研究公司(Forrester Research Inc.)分析师艾莉·梅伦(Allie Mellen)表示，收购CyberArk这类身份安 全提供商，有助于Palo Alto Networks"完善"产品线，并助力其在网络安全平台市场(为客户提供多种工 具的领域)扩大影响力。"从目前的产品组合来看，身份安全能力是其拼图中缺失的一块。" 彭博情报分析师曼迪普·辛格(Ma ...

Core Viewpoint - Palo Alto Networks is negotiating to acquire identity management software maker CyberArk for over $20 billion, marking the largest acquisition under CEO Nikesh Arora's leadership [1] Company Summary - CyberArk specializes in identity management and faces competition from major players such as Microsoft, Okta, and IBM [1] - The potential acquisition is part of a broader trend of consolidation in the cybersecurity industry, following significant mergers like Cisco's acquisition of Splunk and Google's acquisition of Wiz [1]