Truist Financial analyst Joel Fishbein maintains $Palo Alto Networks (PANW.US)$ with a buy rating, and adjusts the target price from $212.5 to $213.
According to TipRanks data, the analyst has a success rate of 62.4% and a total average return of 17.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:
2025 is projected to be a challenging year for firms focusing on cyber consolidation. The preference among customers seems to be shifting towards selecting the 'best-of-breed' rather than the 'best-of-suite' within the cybersecurity domain. This is not an evaluation of the long-term quality of the business but indicates that the year 2025 could pose a tougher operating environment for one of the leading cyber platforms, as it faces high investor expectations that appear to presume continuous consolidation benefits.
Upon evaluating Palo Alto Networks' market share in its main network security space and the dynamics within its burgeoning next-generation security platform segment, it appears the company may no longer sustain growth exceeding 15%. Moreover, there seems to be minimal potential for surpassing the Street's annual recurring revenue forecasts this year. Additionally, the company's Next-Generation Security segment might face a quicker deceleration in fiscal 2026 and 2027, as it moves past the advantages derived from conventional attached firewall subscriptions.
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储亿银行分析师Joel Fishbein维持$Palo Alto Networks (PANW.US)$买入评级，并将目标价从212.5美元上调至213美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.4%，总平均回报率为17.2%。
此外，综合报道，$Palo Alto Networks (PANW.US)$近期主要分析师观点如下：
对于专注于网络整合的公司来说，2025年预计将是充满挑战的一年。客户的偏好似乎正在转向在网络安全领域选择 “同类最佳”，而不是 “最佳”。这不是对业务长期质量的评估，但表明2025年可能会给领先的网络平台之一带来更艰难的运营环境，因为它面临着看似假设持续整合收益的高投资者的期望。
在评估了Palo Alto Networks在其主要网络安全领域的市场份额及其蓬勃发展的下一代安全平台领域的动态后，该公司似乎可能无法再维持超过15％的增长。此外，今年超过华尔街年度经常性收入预测的可能性似乎微乎其微。此外，该公司的下一代安全领域可能会在2026和2027财年面临更快的减速，因为它将超越传统附加防火墙订阅所带来的优势。
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