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PANW

Palo Alto Networks

$138.67

-1.68 (-1.20%)

07:08
11/14/17
11/14
07:08
11/14/17
07:08

Stifel encouraged by Palo Alto Networks checks ahead of earnings

Stifel analyst Gur Talpaz said sentiment on Palo Alto Networks is mixed heading into earnings, but his checks point to ongoing improvements in the company's business. Particularly, a large distributor noted that October was its best month on record in terms of Palo Alto, Talpaz tells investors. The analyst, who thinks the bar for Q1 is set at an "achievable" level, said he was encouraged by his checks and he keeps a Buy rating and $180 target price on Palo Alto shares ahead of the company's report on November 20.

  • 20

    Nov

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    Dec

  • 11

    Dec

PANW Palo Alto Networks
$138.67

-1.68 (-1.20%)

10/10/17
MSCO
10/10/17
UPGRADE
Target $185
MSCO
Overweight
Palo Alto Networks upgraded to Overweight at Morgan Stanley
As previously reported, Morgan Stanley analyst Keith Weiss upgraded Palo Alto Networks to Overweight from Equal Weight, saying he sees building traction across the company's portfolio of solutions and he views it as one of the best positioned vendors to execute on an integrated security platform story. The analyst, who sees room for Palo Alto's multiple and estimates to move higher, raised his price target on the stock to $185 from $150.
10/10/17
10/10/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Prudential (PRU) upgraded to Buy from Neutral at FBR Capital. 2. RBS (RBS) was upgraded to Neutral from Sell at Citi and to Neutral from Underperform at Credit Suisse. 3. Palo Alto Networks (PANW) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Keith Weiss saying he sees building traction across the company's portfolio of solutions and he views it as one of the best positioned vendors to execute on an integrated security platform story. 4. Illinois Tool Works (ITW) upgraded to Neutral from Underweight at JPMorgan with analyst Ann Duignan saying organic growth is likely to be better than forecast in the third quarter. 5. McKesson (MCK) upgraded to Outperform from Market Perform at Cowen with analyst Charles Rhyee saying the transition towards differential specialty pricing will drive both earnings growth and multiple expansion. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/10/17
PIPR
11/10/17
NO CHANGE
Target $155
PIPR
Overweight
Palo Alto checks suggest 'depressed' market demand, says Piper Jaffray
Piper Jaffray analyst Andrew Nowinski says another round of channel checks with Palo Alto Networks resellers suggest market demand is "depressed," particularly from the large enterprise customers. The analyst, however, does not believe this represents much of a change from Q3 to Q4, and as such, is already factored into management's guidance. He also notes Palo Alto faces easy comparisons for both product revenue and billings in Q2 and Q3, suggesting guidance should be in line with Street expectations. Nowinski reiterates an Overweight rating on the shares with a $155 price target.
11/14/17
DBAB
11/14/17
NO CHANGE
DBAB
Deutsche cautious on firewall demand after field work
Deutsche Bank analysts Karl Keirstead and Gray Powell are "incrementally more cautious" on Check Point (CHKP), Fortinet (FTNT) and Palo Alto Networks (PANW) after doing some field work in the network security space. The consensus view of resellers was that traditional firewall demand is "stable at best, and more likely weakening," the analysts tell investors in a research note. The channel work suggests the disappointing Q4 guidance from Check Point and Fortinet may not be company-specific, and raise the risk level for Palo Alto's earnings report next week, they contend. Keirstead and Powell do not see any significant signs of recovery in product revenue growth at the main network security vendors in the first half of 2018. They add that their channel work is positive for email security and Proofpoint (PFPT).

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AAP

Advance Auto Parts

$156.01

11.22 (7.75%)

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Upgrade
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$2.74

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GLD

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MXWL

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