Palo Alto Networks (PANW) Stock News: August 2026
$PANW · 2 stories in August 2026August 2026
newest first · direct subject stories onlyEvercore ISI previews PANW earnings, PT $415, sees AI security demand
Evercore ISI previews PANW earnings, PT $415, sees AI security demand.
bullish 70 · impact 40Palo Alto Networks explored acquiring Datadog and Okta
CEO Nikesh Arora met with Datadog's CEO in 2025 and floated a deal when Datadog was worth $40B+; Pomel was not receptive. Talks with Okta progressed to product integration but failed on price. Palo Alto later bought CyberArk and Chronosphere and continues evaluating AI security deals. It also has an unannounced AI security product used by 600+ customers.
neutral 50 · impact 30