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Posted by
Two Blokes Apr 27 -
Filed in
Stock
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3 views
Palo Alto Networks is adapting to structural changes in cybersecurity demand, focusing on growth markets like SASE and SIEM, despite a slow start to the year. Consensus estimates are pessimistic, not accounting for potential market share gains in new cybersecurity growth markets, which could boost revenue growth beyond mid-teens. The company's resilient management and strategic acquisitions, like QRadar from IBM, position it well for future growth, justifying a Buy rating.
