Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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<a href="https://smartkarma.com/entities/palo-alto-networks-inc">Palo Alto Networks</a> is a global cybersecurity leader, transitioning from a hardware-centric firewall provider to a comprehensive, platform-based security company with significant recurring revenue from subscriptions and support.</li>
 <li>The company is pursuing an aggressive growth strategy through both organic innovation and strategic acquisitions, aiming to consolidate the fragmented cybersecurity market and establish itself as the vendor of choice for enterprise security.</li>
 <li>While the company exhibits a strong growth trajectory, robust cash flow, and an expanding market opportunity, its shares trade at a premium valuation, reflecting high expectations for future performance and successful integration of acquired companies.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Palo Alto Networks is a global cybersecurity leader, transitioning from a hardware-centric firewall provider to a comprehensive, platform-based security company with significant recurring revenue from subscriptions and support.
  The company is pursuing an aggressive growth strategy through both organic innovation and strategic acquisitions, aiming to consolidate the fragmented cybersecurity market and establish itself as the vendor of choice for enterprise security.
  While the company exhibits a strong growth trajectory, robust cash flow, and an expanding market opportunity, its shares trade at a premium valuation, reflecting high expectations for future performance and successful integration of acquired companies.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Palo Alto Networks (PANW US) - Sep 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges.</li><li>The company reported a significant growth trajectory, crossing the $10 billion revenue mark, a first for a dedicated cybersecurity company.</li><li>This milestone reflects the successful execution of a longterm strategy focused on preemptive cybersecurity advancements tailored to match the evolving market landscape.</li></ul>

Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges.The company reported a significant growth trajectory, crossing the $10 billion revenue mark, a first for a dedicated cybersecurity company.This milestone reflects the successful execution of a longterm strategy focused on preemptive cybersecurity advancements tailored to match the evolving market landscape.

Palo Alto Networks: Expansion of Next-Gen Security Offerings

US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

US-EU Index & Corporate Actions Analyst

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
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<a href="https://www.smartkarma.com/entities/palo-alto-networks-inc" target="_blank" data-smartkarma-citation="entities:7886:1" rel="noopener">Palo Alto Networks (PANW US)</a> is acquiring <a href="https://www.smartkarma.com/entities/cyberark-software-ltd" target="_blank" data-smartkarma-citation="entities:27151:1" rel="noopener">CyberArk Software Ltd (CYBR US)</a> in a $25B stock-and-cash deal, with shareholders receiving $45 plus 2.2005 PANW shares per CYBR share.</li>
<li>The transaction is expected to close in the second half of Palo Alto’s fiscal 2026 (February–July 2026), subject to customary regulatory approvals and CyberArk shareholder consent.</li>
<li>Upon completion, the deal will trigger significant passive flows, with an upweight of <a href="https://www.smartkarma.com/entities/palo-alto-networks-inc" target="_blank" data-smartkarma-citation="entities:7886:1" rel="noopener">Palo Alto Networks (PANW US)</a> and the removal of <a href="https://www.smartkarma.com/entities/cyberark-software-ltd" target="_blank" data-smartkarma-citation="entities:27151:1" rel="noopener">CyberArk Software Ltd (CYBR US)</a> from relevant indices.</li>
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Palo Alto Networks (PANW US) is acquiring CyberArk Software Ltd (CYBR US) in a $25B stock-and-cash deal, with shareholders receiving $45 plus 2.2005 PANW shares per CYBR share.
The transaction is expected to close in the second half of Palo Alto’s fiscal 2026 (February–July 2026), subject to customary regulatory approvals and CyberArk shareholder consent.
Upon completion, the deal will trigger significant passive flows, with an upweight of Palo Alto Networks (PANW US) and the removal of CyberArk Software Ltd (CYBR US) from relevant indices.


Palo Alto's $25B CyberArk Deal: Major US and Global Index Implications Ahead

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Palo Alto Networks (PANW) announced 4QFY25 (Jul year-end) results: total revenue was up 15.8% YoY to US$2.5bn, 1.4% ahead of Bloomberg consensus, and non-GAAP net income reached US$673mn, up 28.9% YoY and 8% better than consensus.</li><li>For FY25, total revenue grew 14.9% YoY and non-GAAP net income rose 20.3% YoY.</li><li>AI-related ARR reached c.US$545mn in 4QFY25 and was up 2.5 times YoY. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Palo Alto Networks (PANW) announced 4QFY25 (Jul year-end) results: total revenue was up 15.8% YoY to US$2.5bn, 1.4% ahead of Bloomberg consensus, and non-GAAP net income reached US$673mn, up 28.9% YoY and 8% better than consensus.For FY25, total revenue grew 14.9% YoY and non-GAAP net income rose 20.3% YoY.AI-related ARR reached c.US$545mn in 4QFY25 and was up 2.5 times YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PANW US - Solid Rev Growth and Profitability Expansion Likely to Sustain in FY26

<ul><li>Palo Alto Networks is reportedly closing in on one of the cybersecurity industry's largest deals of the year with a potential acquisition of Israel-based CyberArk Software.</li><li>This move, expected to be finalized within days, could value CyberArk well above its current $20 billion market capitalization.</li><li>CyberArk, known for its strength in privileged access management and identity security, boasts over 10,000 customers globally and has been shifting towards a subscription-based model under CEO Matt Cohen.</li></ul>

Palo Alto Networks is reportedly closing in on one of the cybersecurity industry's largest deals of the year with a potential acquisition of Israel-based CyberArk Software.This move, expected to be finalized within days, could value CyberArk well above its current $20 billion market capitalization.CyberArk, known for its strength in privileged access management and identity security, boasts over 10,000 customers globally and has been shifting towards a subscription-based model under CEO Matt Cohen.

Palo Alto’s $20 Billion Cyber Grab: Here's What the CyberArk Deal Could Unlock!

United States

Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.

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Palo Alto Networks (PANW US)

Primer: Palo Alto Networks (PANW US) - Sep 2025

Palo Alto Networks is a global cybersecurity leader, transitioning from a hardware-centric firewall provider to a comprehensive, platform-based...

αSK

Palo Alto Networks: Expansion of Next-Gen Security Offerings

Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges. The...

Baptista Research

Palo Alto's $25B CyberArk Deal: Major US and Global Index Implications Ahead

Palo Alto’s $25B acquisition of CyberArk will boost PANW’s weight and remove CYBR from relevant indices, driving significant passive flows across...

Harry Kalfas

PANW US - Solid Rev Growth and Profitability Expansion Likely to Sustain in FY26

Palo Alto Networks (PANW) announced 4QFY25 (Jul year-end) results: total revenue was up 15.8% YoY to US$2.5bn, 1.4% ahead of Bloomberg consensus

CMB International

Palo Alto’s $20 Billion Cyber Grab: Here's What the CyberArk Deal Could Unlock!

Palo Alto Networks is reportedly closing in on one of the cybersecurity industry's largest deals of the year with a potential acquisition of...

Baptista Research

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