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 and Google Cloud announced an expanded partnership Friday, with a multiyear deal “approaching $10 billion,” according to a source cited by Reuters. The agreement will see Palo Alto migrate offerings to Google Cloud and develop new AI-driven cybersecurity services. Executives did not confirm the exact value. The deal is Google Cloud’s largest security-services contract to date.