Squawk on the Street Cramer’s Morning Take: Palo Alto Networks 11/20/25
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Nov 20, 2025 Insights into Palo Alto Networks shine as Cramer praises their impressive quarterly results, highlighting a boost in revenue and guidance. The company’s growth in next-gen security is notable, thanks to new customer acquisitions and significant deals. A fascinating acquisition of Chronosphere helps position them in observability, while the forthcoming CyberArk deal boosts their annual recurring revenue. Cramer discusses the broader cybersecurity landscape, touching on AI's transformative role and Cisco's strategic moves.
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Palo Alto's Strong Momentum And Platform Push
- Palo Alto Networks posted revenue and EPS beats and raised guidance early in the fiscal year, signaling strong momentum.
- Jim Cramer notes platformization, big deals, and acquisitions are driving ARR growth and analyst sentiment.
Big Deals And A Major Observability Acquisition
- Cramer highlights specific large wins including a $100 million telecom deal and a $33 million U.S. cabinet agency contract.
- He also recounts Palo Alto's push into observability with the $3.35 billion Kronosphere acquisition to capture a new market.
CyberArk Could Transform ARR Profile
- The pending CyberArk deal would add more ARR than Palo Alto currently has, potentially boosting its recurring revenue profile.
- Cramer believes that increased ARR will make it easier for analysts to appreciate the company.