BTIG Downgrades Palo Alto Networks(PANW.US) to Hold Rating

BTIG下調Palo Alto Networks(PANW.US)至持有評級

moomoo資訊 · 01/08 20:34 · 評級/大行評級

BTIG analyst Gray Powell downgrades $Palo Alto Networks (PANW.US)$ to a hold rating.

According to TipRanks data, the analyst has a success rate of 54.2% and a total average return of 9.6% over the past year.

AnalystRecentRatingAutoNews_206276_20250108_c5a6cfef397281dea3041db5efd9aad33bc2498f_1736339511871050_mm_en

Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:

The year 2025 is anticipated to pose challenges for cyber consolidators. Analysts note a shift in customer preference towards 'best-of-breed' rather than 'best-of-suite' within the cybersecurity sector. Although this does not reflect on the long-term quality of the business, 2025 is expected to present a more challenging operating environment for leading cyber platforms, given the high investor expectations that appear to assume ongoing consolidation benefits.
After evaluating Palo Alto Networks' market share in its principal network security domain and analyzing growth drivers in its next-generation security platform business, analysts have noted a shift in their perspective, seeing less potential for the firm to consistently achieve over 15% growth. Moreover, there appears to be minimal potential for surpassing the prevailing annual recurring revenue forecasts for this year. The deceleration in the Next-Generation Security (NGS) segment might occur more rapidly than anticipated in fiscal years 2026 and 2027, as the company moves past the benefits gained from traditional attached firewall subscriptions.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

BTIG分析師Gray Powell下調$Palo Alto Networks (PANW.US)$至持有評級。

根據TipRanks數據顯示，該分析師近一年總勝率為54.2%，總平均回報率為9.6%。

AnalystRecentRatingAutoNews_206276_20250108_c5a6cfef397281dea3041db5efd9aad33bc2498f_1736339511871050_mm_tc

此外，綜合報道，$Palo Alto Networks (PANW.US)$近期主要分析師觀點如下：

2025年預計將給網絡整合者帶來挑戰。分析師指出，客戶偏好正轉向網絡安全板塊中的「最佳單品」而非「最佳套件」。雖然這並不反映業務的長期質量，但預計2025年對領先的網絡平台將呈現出更具挑戰性的運營環境，因爲投資者的高期望似乎假設了持續整合的好處。
在評估Palo Alto Networks在其主要網絡安全領域的市場份額並分析其下一代安防平台業務的增長驅動因素後，分析師們注意到他們的觀點發生了轉變，認爲該公司持續實現超過15%的增長潛力較小。此外，似乎幾乎沒有超越今年現有年遞延營業收入預測的潛力。隨着公司逐漸超越從傳統附屬防火牆訂閱中獲得的好處，下一代安防(NGS)領域的放緩可能會比預期更快發生，在2026和2027財年。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

BTIG Downgrades Palo Alto Networks(PANW.US) to Hold Rating

BTIG Downgrades Palo Alto Networks(PANW.US) to Hold Rating

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