Latest news with #NirZuk
Time of India
30-07-2025
- Business
- Time of India
Another major Israeli cybersecurity firm CyberArk sold in $25 billion blockbuster deal. What does it do?
What does CyberArk do? Live Events (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Another major Israeli cybersecurity firm has been sold in a blockbuster deal. Following Wiz's $32 billion sale, CyberArk is now being acquired by Palo Alto Networks for $25 billion. Founded about 20 years ago by Israeli Nir Zuk, Palo Alto is the world's largest cybersecurity Alto Networks on Wednesday said that it's agreed to buy Israeli cybersecurity firm CyberArk for around $25 billion in cash and stock. CyberArk stockholders will receive $45 in cash and just over 2.2 Palo Alto shares per CyberArk share, reports Axios. This is the year's second cybersecurity megadeal, following Google's $32 billion agreement with Wiz.'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,' says Palo Alto chairman and CEO Nikesh Arora. 'CyberArk is the definitive leader in Identity Security with durable, foundational technology that is essential for securing the AI era.'Udi Mokady, Founder and Executive Chairman of CyberArk, said: "This is a profound moment in CyberArk's journey. From the beginning, we set out to protect the world's most critical assets, with a relentless focus on innovation, trust, and security. Joining forces with Palo Alto Networks is a powerful next chapter, built on shared values and a deep commitment to solving the toughest identity challenges. Together, we'll bring unmatched expertise across human and machine identities, privileged access, and AI-driven innovation to secure what's next. This is more than a combination of technologies—it's an acceleration of the mission we began over two decades ago. I'm incredibly proud of what our team has built and deeply grateful to everyone who made this milestone possible."According to a report in Times of Israel, Cyberark is an Israeli cybersecurity firm and is traded on the Nasdaq stock exchange since 2014 with a market cap of almost $22 billion. The company specializes in identity security, including privileged accounts on corporate servers, to help businesses protect sensitive data and critical infrastructure against external attackers and malicious insiders, the report specializes in privileged access management, technology that helps organizations safeguard sensitive systems by limiting and monitoring access to critical accounts. Its customers include Carnival Corp, Panasonic and Aflac, Performance Food Group, State of Louisiana, Barclays, Coles Group, American Electric Power Company among others."Our mission is to secure the world against cyber threats so together we can move fearlessly forward," the company's website said Palo Alto could accelerate its AI security push by tapping its large salesforce to drive adoption of CyberArk's tools, seen as vital for securing AI systems. "It helps broaden the portfolio since Palo Alto does not have any offering in the 'identity' space," said Imtiaz Koujalgi, Roth Capital Partners' managing director of software research."Palo Alto also has been seeing growth slow in its next‑generation security portfolio, so adding CYBR will be helpful in driving incremental traction."Global cybersecurity spending is set to grow 12.2% in 2025 as rising AI-driven threats push companies to adopt stronger defenses, according to International Data Corp. The buyout is expected to close in fiscal 2026 and will immediately add to Palo Alto's revenue growth and gross margin.(With inputs from Reuters)
Yahoo
24-07-2025
- Business
- Yahoo
SentinelOne (S) Rallies 9.8% on $10-Billion Potential Buyout
We recently published . SentinelOne, Inc. (NYSE:S) is one of Monday's biggest gainers. SentinelOne saw its share prices increase by 9.83 percent on Monday to close at $19.78 apiece following reports that it was mulling over a sale to Palo Alto Networks Inc. (NASDAQ:PANW). According to the reports, SentinelOne, Inc. (NYSE:S) and Palo Alto Networks Inc. (NASDAQ:PANW) are now in advanced discussions for the potential merger, which could be valued between $8 billion and $10 billion. Palo Alto, founded by Israeli entrepreneur Nir Zuk, is one of the largest cybersecurity companies globally with a market capitalization of $134 billion. Both firms have yet to issue their comments about the rumors. The acquisition reports followed SentinelOne, Inc.'s (NYSE:S) disappointing earnings performance in the first quarter of fiscal year 2026. A cybersecurity expert monitoring the security of the company's assets, emphasizing the importance of data protection. According to the company, its net loss nearly tripled to $208 million from $70 million in the same period last year, despite revenues increasing by 23 percent to $229 million from $186 million year-on-year. Looking ahead, SentinelOne, Inc. (NYSE:S) expects $242 million in revenues for the second quarter of the fiscal year, as well as between $996 million and $1 billion for the full fiscal year. While we acknowledge the potential of S as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
30-06-2025
- Business
- Yahoo
1 Momentum Stock to Own for Decades and 2 to Avoid
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance. While momentum can be a leading indicator, it has burned many investors as it doesn't always correlate with long-term success. On that note, here is one stock with lasting competitive advantages and two best left ignored. One-Month Return: +4.2% Founded in 2005 by cybersecurity engineer Nir Zuk, Palo Alto Networks (NASDAQ:PANW) makes hardware and software cybersecurity products that protect companies from cyberattacks, breaches, and malware threats. Why Is PANW Not Exciting? Annual revenue growth of 19.7% over the last three years was below our standards for the software sector Offerings struggled to generate meaningful interest as its average billings growth of 3% over the last year did not impress Palo Alto Networks's stock price of $200.54 implies a valuation ratio of 14x forward price-to-sales. Check out our free in-depth research report to learn more about why PANW doesn't pass our bar. One-Month Return: +34.4% The result of a spinoff from Sanken in Japan, Allegro MicroSystems (NASDAQ:ALGM) is a designer of power management chips and distance sensors used in electric vehicles and data centers. Why Is ALGM Risky? Customers postponed purchases of its products and services this cycle as its revenue declined by 13.7% annually over the last two years Falling earnings per share over the last four years has some investors worried as stock prices ultimately follow EPS over the long term 10.5 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Allegro MicroSystems is trading at $34.08 per share, or 67.7x forward P/E. Dive into our free research report to see why there are better opportunities than ALGM. One-Month Return: +8.5% Notoriously funded with $7.7 billion from the Softbank Vision Fund, Uber (NYSE:UBER) operates a platform of on-demand services such as ride-hailing, food delivery, and freight. Why Will UBER Beat the Market? Monthly Active Platform Consumers are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features Incremental sales over the last three years have been highly profitable as its earnings per share increased by 183% annually, topping its revenue gains Free cash flow margin grew by 17.7 percentage points over the last few years, giving the company more chips to play with At $91.30 per share, Uber trades at 21.6x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Yahoo
23-06-2025
- Business
- Yahoo
3 High-Flying Stocks Facing Headwinds
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change. Separating true intrinsic value from speculation isn't easy, especially during bull markets. That's where StockStory comes in - to help you find high-quality companies that will stand the test of time. Keeping that in mind, here are three high-flying stocks with big downside risk and some other investments you should consider instead. Forward P/S Ratio: 13.9x Founded in 2005 by cybersecurity engineer Nir Zuk, Palo Alto Networks (NASDAQ:PANW) makes hardware and software cybersecurity products that protect companies from cyberattacks, breaches, and malware threats. Why Does PANW Fall Short? 19.7% annual revenue growth over the last three years was slower than its software peers Offerings struggled to generate meaningful interest as its average billings growth of 3% over the last year did not impress Palo Alto Networks is trading at $199.70 per share, or 13.9x forward price-to-sales. If you're considering PANW for your portfolio, see our FREE research report to learn more. Forward P/E Ratio: 35.2x Serving the pharmaceutical, industrial manufacturing, energy, and chemical process industries, Transcat (NASDAQ:TRNS) provides measurement instruments and supplies. Why Does TRNS Give Us Pause? Operating margin of 7.1% falls short of the industry average, and the smaller profit dollars make it harder to react to unexpected market developments Low returns on capital reflect management's struggle to allocate funds effectively, and its decreasing returns suggest its historical profit centers are aging Transcat's stock price of $80.54 implies a valuation ratio of 35.2x forward P/E. To fully understand why you should be careful with TRNS, check out our full research report (it's free). Forward P/E Ratio: 38.4x Founded in 1991 as one of the pioneers in translating genetic discoveries into clinical applications, Myriad Genetics (NASDAQ:MYGN) develops genetic tests that assess disease risk, guide treatment decisions, and provide insights across oncology, women's health, and mental health. Why Should You Dump MYGN? 1.8% annual revenue growth over the last five years was slower than its healthcare peers Earnings per share fell by 28.9% annually over the last five years while its revenue grew, showing its incremental sales were much less profitable Push for growth has led to negative returns on capital, signaling value destruction, and its shrinking returns suggest its past profit sources are losing steam At $4.92 per share, Myriad Genetics trades at 38.4x forward P/E. Dive into our free research report to see why there are better opportunities than MYGN. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
04-06-2025
- Business
- Business Insider
Palo Alto Networks CTO sells $19.3M in common stock
In a regulatory filing, Palo Alto Networks (PANW) disclosed that its CTO Nir Zuk sold 100K shares of common stock on June 2nd in a total transaction size of $19.3M. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
