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.

Palo Alto stock popped on fiscal Q4 earnings that beat estimates and the cybersecurity firm's better-than-expected guidance for fiscal 2026.

Evercore ISI analyst explains why federal spending cuts aren't a risk for Palo Alto Networks federal business.

CyberArk Software shares are trading higher in Monday's after-hours session after Palo Alto Networks shares popped on better-than-expected earnings.

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks Making Waves on Wall Street. On July 31, KeyBanc analyst Eric Heath downgraded the stock from Overweight to “Sector Weight”. The rating downgrade follows news that Palo Alto is acquiring CyberArk in an estimated $25 billion deal.

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.

Image Source: Zacks Investment Research PANW is trading at a forward sales multiple of 12.6X, lower than CYBR’s 13.71X. CyberArk does seem pricey compared with Palo Alto Networks.