Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).
Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?
Doug
Doug