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Supportive Fundamentals
Strong 14% year-over-year revenue growth to $1.63 billion in Q2 2025.
Expanded offerings in SASE and SecOps, with a substantial increase in unified SASE annual recurring revenue (ARR) by 22%.
Recognized as a leader in cybersecurity sectors, reaffirming its competitive advantage.
Enhanced product features aligning with modern cybersecurity needs, catering to evolving threats.
Points of Caution
Recent class action lawsuits filed against the company may overshadow its positive financial performance.
Downgrades from multiple analysts, including Morgan Stanley, which cites concerns regarding market execution and financial sustainability.
Profit compression worries, combined with a cyclical refresh cycle affecting firewall sales.
Higher operating expenses noted in recent quarters may hinder net margins moving forward.
Impacting Factors
Recent legal issues could dampen investor sentiment, potentially affecting stock price stability.
Analyst downgrades may indicate a loss of confidence in near-term growth prospects.
Continued scrutiny on financial performance and pressures from class action lawsuits heighten volatility.
Technical Trend
Technical Rating : Buy
Stop Loss : 7%
Profit Potential : 15%
Target Price : 95
Strategy Spotlight - (HA Scalping)
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