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 anticipated to present challenges for cyber consolidators. The analyst highlighted a shift in customer preference towards 'best-of-breed' over 'best-of-suite' within the cybersecurity sector. Although this is not an indictment of the long-term quality of the business, it indicates that 2025 will pose a tougher operating environment for leading cyber platforms amidst high investor expectations that appear to assume ongoing consolidation benefits.
Upon evaluating Palo Alto Networks' position within its principal network security market and growth dynamics in its next-generation security platform business, it appears the perpetuation of a 15% or higher growth rate may not be sustainable. Furthermore, there's limited optimism for surpassing current Street projections for annual recurring revenue in the upcoming year. Concerns also linger that the pace of growth for Palo's Next-Generation Security segment could quicken its deceleration in fiscal 2026 and 2027, as benefits from traditional attached firewall subscriptions diminish.
Note:
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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.
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儲億銀行分析師Joel Fishbein維持$Palo Alto Networks (PANW.US)$買入評級，並將目標價從212.5美元上調至213美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.4%，總平均回報率為17.2%。
此外，綜合報道，$Palo Alto Networks (PANW.US)$近期主要分析師觀點如下：
預計2025年將給網絡整合者帶來挑戰。該分析師強調，在網絡安全領域，客戶偏好轉向 「同類最佳」 而不是 「最佳」。儘管這並不是對業務長期質量的起訴，但它表明2025年將爲領先的網絡平台帶來更艱難的運營環境，而投資者期望值很高，這些期望似乎會帶來持續的整合好處。
在評估了Palo Alto Networks在其主要網絡安全市場中的地位及其下一代安全平台業務的增長動態時，似乎維持15％或更高的增長率可能是不可持續的。此外，對於超過華爾街目前對來年經常性收入的預期，人們的樂觀情緒有限。隨着傳統附加防火牆訂閱的好處減少，人們也仍然擔心Palo下一代安全領域的增長步伐可能會在2026年和2027財年加快減速。
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