Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)
Palo Alto Networks, Inc. (NASDAQ: PANW) stock is in the spotlight on Friday, December 19, 2025, after the cybersecurity leader and Google Cloud announced a major expansion of their partnership aimed at securing enterprise AI workloads—an area that boards and CISOs increasingly view as a “must-solve” risk. A source familiar with the agreement told Reuters the multiyear commitment is “approaching $10 billion,” making it the largest security-services deal Google Cloud has struck to date, though executives declined to confirm the exact figure publicly. Reuters With the headline partnership now moving from strategic collaboration to a deeper operational and product alignment,