Oppenheimer analyst Shaul Eyal lowered his price target for Palo Alto Networks to $173 from $184 after the company reported disappointing Q2 results falling short of consensus on revenue and billings, but beating estimates on EPS and CFFO. Palo Alto Networks also announced it was acquiring behavioral-analytics vendor LightCyber, which the analyst views as a positive addition to its security platform. Overall, Eyal sees the company's "recalibration" as a discouraging headwind, but a reversible one nonetheless. He reiterates an Outperform rating on the shares.