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.
Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:
The upcoming year is anticipated to pose challenges for entities focused on cyber consolidation. It is assessed that customer inclinations are shifting towards favoring specialized excellence over comprehensive solutions within the cybersecurity sector. Such a trend indicates a tougher operating environment for leading cyber platforms, amid high expectations from investors that appear to presuppose ongoing benefits from consolidation trends.
Upon reviewing Palo Alto Networks' position within its primary network security market and elements contributing to its burgeoning next-generation security platform division, analysts now question the sustainability of a growth rate exceeding 15%. Furthermore, there appears to be minimal potential for exceeding the existing annual recurring revenue forecasts for the year. It's projected that the growth rate of Palo Alto's next-generation security sector might accelerate its deceleration in fiscal 2026 and 2027, as the advantages from traditional attached firewall subscriptions diminish.
Note:
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