Palo Alto Networks
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Consensus Narrative from 47 Analysts
Upcoming AI Investments And Cloud Security Expansion Will Strain Earnings And Pressure Margins
Key Takeaways Platformization strategy and expansion in cloud security sectors may strain earnings due to acquisition costs and necessary customer buy-in. Rising investment in AI and new technologies might pressure margins, straining short-term profitability amid aggressive market expansion efforts.
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FV
3.1% overvalued intrinsic discount15.42%
Revenue growth p.a.
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21 days ago author updated this narrative