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 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.
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