Trefis members believe that McAfee (MFE) is poised to grab share in the the antivirus and network security markets. As reported in this Seeking Alpha story, in the past week, hundreds of members have created forecasts for two key drivers of McAfee’s stock value: (1) Network security market share and (2) Antivirus and security software market share.
“The average of forecasts for McAfee Share in Network Security Market created by Trefis members indicated a projected increase from 8.3% in 2010 to 10% by the end of the Trefis forecast period, compared to the baseline Trefis estimate of an increase from 7.2% in 2010 to 7.8% by the end of the Trefis forecast period.
“The member estimates imply an upside of 5% to the Trefis price estimate for McAfee’s stock. In the past, McAfee Share in Network Security Market has increased from 2.1% in 2005 to 7.1% in 2009. You can drag the forecast trend-line above to express your own view and see how network security share impacts McAfee’s stock price.”