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PANW

Palo Alto Networks

$189.70

-2.37 (-1.23%)

14:27
04/23/18
04/23
14:27
04/23/18
14:27

Light Street's Kacher expects Palo Alto Networks' revenue to re-acclerate

Expects gross margins to hold steady, while sales and marketing expenses drop. Sees a chance for 164% upside. Glen Kacher, founder and CIO, Light Street Capital is presenting at the 2018 Sohn Investment Conference.

  • 11

    Jun

  • 12

    Jun

PANW Palo Alto Networks
$189.70

-2.37 (-1.23%)

04/02/18
CLVD
04/02/18
NO CHANGE
CLVD
Buy
Palo Alto Networks feedback indicates 2H18 upside, says Cleveland Research
Cleveland Research analyst Ben Bollin's Palo Alto Networks channel feedback indicates accelerating growth and upside to targets based on shares gains and better subscription momentum. Bollin has increased his FY19 revenue growth estimates to +22% from +21% and views stronger traction of Traps as a potential catalyst. The analyst rates Palo Alto Networks a Buy rating.
04/10/18
JPMS
04/10/18
NO CHANGE
JPMS
JPMorgan positive on Palo Alto acquisition of Secdo
JPMorgan analyst Sterling Auty said the acquisition of Secdo by Palo Alto Networks "should further bridge the gap between Traps and other next-gen endpoint vendors," and noted that Palo Alto has done a great job historically integrating acquired technologies. Auty sees the financial contribution of the acquisition being immaterial, and maintained an Overweight rating on Palo Alto shares.
04/11/18
04/11/18
DOWNGRADE
Target $53

Equal Weight
Fortinet downgraded to Equal Weight from Overweight at Morgan Stanley
As previously reported, Morgan Stanley analyst Melissa Franchi downgraded Fortinet (FTNT) to Equal Weight from Overweight, stating that she favor security vendors who are exposed to markets where the cloud drives higher security spending and have optimal business models for the cloud. While Fortinet shares are not expensive, she believes a discount is warranted as its hardware-oriented business model is less well positioned than Cisco (CSCO) and Palo Alto Networks (PANW), Franchi tells investors. She has a $53 price target on Fortinet shares.
04/11/18
04/11/18
NO CHANGE

Market mispricing cloud security opportuntity, says Morgan Stanley
Morgan Stanley analyst Melissa Franchi noted that the average security stock has significantly underperformed the broader software space over the past 3 years, which she attributes to bearishness on security vendors' ability to navigate the increased competitive threat from public cloud vendors and disruption as enterprises turn to decentralized and cloud-heavy architectures. However, her CIO survey work and industry conversations lead her to estimate third-party security vendors will realize 9% topline growth through 2020, while the consensus is only pricing in 5%. Franchi said she favors security vendors who are exposed to markets where the cloud drives higher security spending and have optimal business models for the cloud and identified Palo Alto Networks (PANW), Cisco (CSCO), Proofpoint (PFPT) and Sophos (SPHHF) as well-positioned vendors poised for outperformance. As previously reported, she also downgraded Fortinet (FTNT) to Equal Weight this morning.

TODAY'S FREE FLY STORIES

MASI

Masimo

$108.37

2.96 (2.81%)

08:08
12/11/18
12/11
08:08
12/11/18
08:08
Conference/Events
Masimo management to meet with Piper Jaffray »

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  • 12

    Dec

  • 13

    Dec

KRC

Kilroy Realty

$69.24

-1.56 (-2.20%)

08:07
12/11/18
12/11
08:07
12/11/18
08:07
Downgrade
Kilroy Realty rating change  »

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XEC

Cimarex Energy

$72.46

-2.76 (-3.67%)

08:07
12/11/18
12/11
08:07
12/11/18
08:07
Recommendations
Cimarex Energy analyst commentary  »

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SSKN

Strata Skin Sciences

$2.81

-0.1 (-3.44%)

08:06
12/11/18
12/11
08:06
12/11/18
08:06
Hot Stocks
Strata Skin Sciences secures patents for treatment of vitiligo »

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JPM

JPMorgan

$101.34

-1.97 (-1.91%)

08:05
12/11/18
12/11
08:05
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08:05
Hot Stocks
8minutenergy Renewables, JPMorgan and Upper Bay announce joint venture »

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  • 26

    Feb

VSAT

ViaSat

$65.44

-0.01 (-0.02%)

08:03
12/11/18
12/11
08:03
12/11/18
08:03
Hot Stocks
ViaSat announces agreement with Sandler Partners »

Viasat announced a new…

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  • 11

    Dec

  • 11

    Dec

  • 13

    Dec

MYE

Myers Industries

$15.83

-0.41 (-2.52%)

08:03
12/11/18
12/11
08:03
12/11/18
08:03
Hot Stocks
Myers Industries promotes Kevin Brackman to CFO »

Myers Industries…

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  • 12

    Dec

ASB

Associated Banc-Corp

$21.23

-0.4 (-1.85%)

08:03
12/11/18
12/11
08:03
12/11/18
08:03
Hot Stocks
Associated Banc-Corp subsidiary to acquire branch of Huntington Bancshares »

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TSE

Trinseo

$47.00

0.61 (1.31%)

08:02
12/11/18
12/11
08:02
12/11/18
08:02
Hot Stocks
Trinseo CEO Chris Pappas to retire in 2019 »

Trinseo announced that…

03/08/13
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EFX

Equifax

$98.46

-1.11 (-1.11%)

08:02
12/11/18
12/11
08:02
12/11/18
08:02
Hot Stocks
Equifax awarded utility patent for innovative NeuroDecision Technology »

Equifax has received a…

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  • 12

    Dec

  • 13

    Dec

SFIX

Stitch Fix

$25.92

-0.42 (-1.59%)

08:02
12/11/18
12/11
08:02
12/11/18
08:02
Recommendations
Stitch Fix analyst commentary  »

Stitch Fix price target…

03/08/13
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03/08/13
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LOGM

LogMeln

$86.34

-0.55 (-0.63%)

07:59
12/11/18
12/11
07:59
12/11/18
07:59
Conference/Events
LogMeln management to meet with Oppenheimer »

Meeting to be held in…

03/08/13
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  • 12

    Dec

  • 13

    Dec

FTSI

FTS International

$7.36

-0.41 (-5.28%)

07:59
12/11/18
12/11
07:59
12/11/18
07:59
Upgrade
FTS International rating change  »

FTS International…

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URBN

Urban Outfitters

$37.70

0.7 (1.89%)

07:58
12/11/18
12/11
07:58
12/11/18
07:58
Hot Stocks
Urban Outfitters says retail comps up mid single-digit thus far in Q4 »

Urban Outfitters…

03/08/13
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LC

LendingClub

$2.94

-0.04 (-1.34%)

07:56
12/11/18
12/11
07:56
12/11/18
07:56
Conference/Events
LendingClub management to meet with Craig Hallum »

Meeting to be held in Los…

03/08/13
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03/08/13
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03/06/13
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  • 12

    Dec

HP

Helmerich & Payne

$59.22

-1.54 (-2.53%)

07:56
12/11/18
12/11
07:56
12/11/18
07:56
Upgrade
Helmerich & Payne rating change  »

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SFIX

Stitch Fix

$25.92

-0.42 (-1.59%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Recommendations
Stitch Fix analyst commentary  »

Stitch Fix price target…

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TVTY

Tivity Health

$27.66

-12.94 (-31.87%)

, NTRI

Nutrisystem

$43.68

9.49 (27.76%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Recommendations
Tivity Health, Nutrisystem analyst commentary  »

Tivity Health price…

TVTY

Tivity Health

$27.66

-12.94 (-31.87%)

NTRI

Nutrisystem

$43.68

9.49 (27.76%)

03/08/13
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03/08/13
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RHHBY

Roche

$0.00

(0.00%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Initiation
Roche initiated  »

Roche assumed with a Buy…

03/08/13
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  • 11

    Dec

  • 13

    Dec

  • 24

    Dec

  • 18

    Mar

07:55
12/11/18
12/11
07:55
12/11/18
07:55
General news
U.S. chain store sales rebounded 2.1% in the week ended December 8 »

U.S. chain store sales…

AJG

Arthur J. Gallagher

$74.58

-0.03 (-0.04%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Conference/Events
Arthur J. Gallagher to host investor meeting »

Investor meeting to be…

03/08/13
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  • 11

    Dec

BLRX

BioLineRx

$0.66

0.005 (0.76%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Conference/Events
BioLineRx to host investor meeting »

Investor Breakfast…

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  • 11

    Dec

THS

TreeHouse

$48.95

-1.22 (-2.43%)

07:55
12/11/18
12/11
07:55
12/11/18
07:55
Conference/Events
TreeHouse to host investor day »

Investor meeting to be…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 11

    Dec

NVO

Novo Nordisk

$45.97

0.59 (1.30%)

07:54
12/11/18
12/11
07:54
12/11/18
07:54
Initiation
Novo Nordisk initiated  »

Novo Nordisk assumed with…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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NVS

Novartis

$86.94

-0.22 (-0.25%)

07:53
12/11/18
12/11
07:53
12/11/18
07:53
Initiation
Novartis initiated  »

Novartis assumed with a…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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