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Stock impact report

Palo Alto Networks: Massively Expanding Its Turf [Seeking Alpha]

CyberArk Software Ltd. - Ordinary Shares (CYBR) 
Last cyberark software ltd. - ordinary shares earnings: 2/12 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investors.cyberark.com
Company Research Source: Seeking Alpha
PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond core cybersecurity. Despite underperformance versus the S&P 500, PANW leverages robust cash flow and share valuation to drive future growth and margin expansion. Michael Vi/iStock Editorial via Getty Images As we prepare for 2026, choppy stock markets require active portfolio management for next year. On the whole, I am quite skeptical of large-cap tech and growth stocks after a massive run-up this year, and I think This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of PANW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha) Show less Read more
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