Palo Alto Networks' Q4 results indicate that the platformization strategy is gaining traction. The CyberArk acquisition was the 'right move at the right time.' See the trading strategy with a perfect track record in 2025 [currently 34-0] →

OKTA's strong portfolio and partner network fuel growth, but macro headwinds, competition and valuation risks weigh on its stock.

Palo Alto Networks PANW has outperformed the market over the past 10 years by 7.88% on an annualized basis producing an average annual return of 20.52%. Currently, Palo Alto Networks has a market capitalization of $131.44 billion.