Acquisition Integration ClarityUncertainty about how recent acquisitions will integrate with native AI products and whether they overlap with large customers could dampen investor confidence until strategic benefits are clearly demonstrated.
Guidance And Valuation RiskConservative company guidance and valuation multiple contraction have prompted analysts to lower price targets, increasing the potential for stock volatility if growth expectations are not met.
Intensifying CompetitionIntensifying competition from hyperscalers and private vendors is creating pricing pressure and may require heavy investment to maintain differentiation, which could compress margins.