Palo Alto Networks (NASDAQ:PANW) shares are trading higher after the company beat fourth-quarter estimates and issued strong guidance. Following the earnings release, several Wall Street analysts reiterated their positive outlook on the stock.

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

Palo Alto Networks' strong Q4 FY2025 results highlight its platform strategy, but CyberArk acquisition risks and overvaluation warrant cautious investment. Learn more on PANW stock here.