Palo Alto Networks Inc.’s stock is up 40% from its February low — but a Guggenheim analyst questions whether the cybersecurity name will be able to continue defying doubts.

DiFucci highlighted that Palo Alto Networks has recorded five consecutive quarters of declining new annual recurring revenue (ARR), a critical metric for gauging business momentum.

Fintel reports that on January 6, 2025, Guggenheim downgraded their outlook for Palo Alto Networks (NasdaqGS:PANW) from Neutral to Sell. Analyst Price Forecast Suggests 17.57% Upside As of December 23,

In contrast to Palo Alto's positioning in network security, CrowdStrike dominates in endpoint protection, securing end-user devices as they access network data across an increasingly diverse Internet of Things (IoT) ecosystem.