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 projected to be a challenging year for firms focusing on cyber consolidation. The preference among customers seems to be shifting towards selecting the 'best-of-breed' rather than the 'best-of-suite' within the cybersecurity domain. This is not an evaluation of the long-term quality of the business but indicates that the year 2025 could pose a tougher operating environment for one of the leading cyber platforms, as it faces high investor expectations that appear to presume continuous consolidation benefits.
Upon evaluating Palo Alto Networks' market share in its main network security space and the dynamics within its burgeoning next-generation security platform segment, it appears the company may no longer sustain growth exceeding 15%. Moreover, there seems to be minimal potential for surpassing the Street's annual recurring revenue forecasts this year. Additionally, the company's Next-Generation Security segment might face a quicker deceleration in fiscal 2026 and 2027, as it moves past the advantages derived from conventional attached firewall subscriptions.
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：
對於專注於網絡整合的公司來說，2025年預計將是充滿挑戰的一年。客戶的偏好似乎正在轉向在網絡安全領域選擇 「同類最佳」，而不是 「最佳」。這不是對業務長期質量的評估，但表明2025年可能會給領先的網絡平台之一帶來更艱難的運營環境，因爲它面臨着看似假設持續整合收益的高投資者的期望。
在評估了Palo Alto Networks在其主要網絡安全領域的市場份額及其蓬勃發展的下一代安全平台領域的動態後，該公司似乎可能無法再維持超過15％的增長。此外，今年超過華爾街年度經常性收入預測的可能性似乎微乎其微。此外，該公司的下一代安全領域可能會在2026和2027財年面臨更快的減速，因爲它將超越傳統附加防火牆訂閱所帶來的優勢。
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