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 might present significant challenges for leading cyber consolidators. Although not reflecting on the enduring quality of the business, this year will likely pose a tougher operating environment for one of the top cyber platforms, as it struggles against the hefty expectations from investors that appear to assume ongoing consolidation benefits. Additionally, there's a shift in customer preference favoring 'best-of-breed' rather than 'best-of-suite' solutions within the cybersecurity sector.
After evaluating Palo Alto Networks' standings in its principal network security market and the dynamics influencing its burgeoning next-generation security platform sector, it is viewed that the firm may not sustain growth rates beyond 15%. Additionally, the potential for exceeding the Street's expectations for annual recurring revenue appears constrained this year. There is a likelihood that Palo's Next-Generation Security (NGS) division might see a quicker deceleration in growth during fiscal years 2026 and 2027 due to diminishing benefits from traditional attached firewall subscriptions.
Note:
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