The proposed $25 billion acquisition reflects the growing importance of identity management — and would fill a crucial gap in the Palo Alto Networks portfolio.

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 Networks, Inc.'s shares are poised to rebound after 14% selloff post-CyberArk acquisition. Click for why PANW concerns may ease and drive recovery.