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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

SPWR

SunPower

$7.53

0.95 (14.44%)

13:05
09/18/18
09/18
13:05
09/18/18
13:05
Options
SunPower call volume above normal and directionally bullish »

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LOB

Live Oak Bancshares

$28.65

0.1 (0.35%)

13:02
09/18/18
09/18
13:02
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13:02
Hot Stocks
Live Oak Bank says headquarters will remain closed 'until further notice' »

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MLAB

Mesa Labs

$180.50

-2.5 (-1.37%)

13:02
09/18/18
09/18
13:02
09/18/18
13:02
Conference/Events
Mesa Labs management to meet with Jefferies »

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  • 18

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KTOV

Kitov Pharmaceuticals

$1.90

-0.03 (-1.55%)

13:01
09/18/18
09/18
13:01
09/18/18
13:01
Hot Stocks
Kitov Pharmaceuticals says SEC commenced action to enforce subpoena »

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UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

13:00
09/18/18
09/18
13:00
09/18/18
13:00
Hot Stocks
Breaking Hot Stocks news story on Nevada Gold »

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NSRGY

Nestle

$0.00

(0.00%)

, UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

12:55
09/18/18
09/18
12:55
09/18/18
12:55
Periodicals
Nestle, Unilever, Coke submit offers for GSK Indian Horlicks unit, Reuters says »

Nestle (NSRGY), Unilever…

NSRGY

Nestle

$0.00

(0.00%)

UL

Unilever; also tag UN

$55.84

-0.09 (-0.16%)

UN

Unilever; also tag UL

$56.31

-0.02 (-0.04%)

KO

Coca-Cola

$46.08

-0.24 (-0.52%)

GSK

GlaxoSmithKline

$39.49

0.285 (0.73%)

03/08/13
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ERIC

Ericsson

$8.70

0.155 (1.82%)

12:50
09/18/18
09/18
12:50
09/18/18
12:50
Options
Call buyers dialed in to Ericsson as shares tick higher »

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MCD

McDonald's

$158.16

0.01 (0.01%)

12:48
09/18/18
09/18
12:48
09/18/18
12:48
Periodicals
Female McDonald's workers stage walkouts over sexual harassment, Eater says »

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  • 24

    Sep

UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:46
09/18/18
09/18
12:46
09/18/18
12:46
Hot Stocks
Nevada Gold signs agreement to be taken private for $2.50 per share »

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CNST

Constellation Pharmaceuticals

$7.16

-0.49 (-6.41%)

12:46
09/18/18
09/18
12:46
09/18/18
12:46
Conference/Events
Constellation Pharmaceuticals management to meet with Jefferies »

Meeting to be held in New…

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  • 18

    Sep

APO

Apollo Global

$34.43

0.35 (1.03%)

, HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

12:44
09/18/18
09/18
12:44
09/18/18
12:44
Hot Stocks
Apollo's Diamond Resorts names former Hilton Grand Vacations exec as CFO »

Apollo Global's…

APO

Apollo Global

$34.43

0.35 (1.03%)

HGV

Hilton Grand Vacations

$32.44

0.07 (0.22%)

03/08/13
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03/08/13
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  • 20

    Sep

GOOG

Alphabet

$1,169.36

12.98 (1.12%)

, GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

12:42
09/18/18
09/18
12:42
09/18/18
12:42
Hot Stocks
You Tube launches new Gaming destination »

In an earlier blog…

GOOG

Alphabet

$1,169.36

12.98 (1.12%)

GOOGL

Alphabet Class A

$1,172.95

13.62 (1.17%)

03/08/13
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03/06/13
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  • 18

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    Oct

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    Oct

  • 03

    Mar

UWN

Nevada Gold

$2.32

-0.01 (-0.43%)

12:40
09/18/18
09/18
12:40
09/18/18
12:40
Hot Stocks
Breaking Hot Stocks news story on Nevada Gold »

Nevada Gold trading…

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STZ

Constellation Brands

$212.39

0.19 (0.09%)

12:40
09/18/18
09/18
12:40
09/18/18
12:40
Options
Notable activity in Constellation Brands upside calls »

Notable activity in…

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  • 04

    Oct

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    Oct

SEAS

SeaWorld

$30.88

-0.3 (-0.96%)

12:38
09/18/18
09/18
12:38
09/18/18
12:38
Hot Stocks
SeaWorld, former CEO settle SEC fraud charges over misleading statements »

The Securities and…

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12:35
09/18/18
09/18
12:35
09/18/18
12:35
General news
U.S. July TIC report will get more intense scrutiny »

U.S. July TIC report will…

SEAS

SeaWorld

$30.97

-0.21 (-0.67%)

12:33
09/18/18
09/18
12:33
09/18/18
12:33
Periodicals
SeaWorld sued by SEC for lack of disclosing 'Blackfish' impact, Bloomberg says »

The SEC is suing SeaWorld…

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NTDOY

Nintendo

$0.00

(0.00%)

, CCOEY

Capcom

$0.00

(0.00%)

12:31
09/18/18
09/18
12:31
09/18/18
12:31
Hot Stocks
Game On: Piper says 'Fortnite' Twitch viewership fell 13% in August »

Welcome to "Game…

NTDOY

Nintendo

$0.00

(0.00%)

CCOEY

Capcom

$0.00

(0.00%)

MSFT

Microsoft

$113.34

1.15 (1.03%)

SNE

Sony

$59.75

0.47 (0.79%)

AMZN

Amazon.com

$1,952.39

44.52 (2.33%)

TCEHY

Tencent

$0.00

(0.00%)

DIS

Disney

$109.35

-0.02 (-0.02%)

ATVI

Activision Blizzard

$80.08

1.2 (1.52%)

TTWO

Take-Two

$133.81

2.31 (1.76%)

EA

Electronic Arts

$112.64

-0.05 (-0.04%)

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  • 21

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  • 03

    Mar

TSLA

Tesla

$283.42

-11.36 (-3.85%)

, ORCL

Oracle

$48.86

-0.33 (-0.67%)

12:25
09/18/18
09/18
12:25
09/18/18
12:25
General news
Fly Intel: Wall Street's top stories at midday »

Stocks opened in positive…

TSLA

Tesla

$283.42

-11.36 (-3.85%)

ORCL

Oracle

$48.86

-0.33 (-0.67%)

FDX

FedEx

$244.58

-11.22 (-4.39%)

GIS

General Mills

$43.83

-3.94 (-8.25%)

VKTX

Viking Therapeutics

$18.81

8.41 (80.87%)

TLRY

Tilray

$146.48

26.28 (21.86%)

ATHN

Athenahealth

$136.90

-6.355 (-4.44%)

AZO

AutoZone

$723.15

-24.38 (-3.26%)

03/08/13
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  • 18

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  • 29

    Oct

FCX

Freeport McMoRan

$14.06

0.34 (2.48%)

12:25
09/18/18
09/18
12:25
09/18/18
12:25
Options
Freeport McMoRan call volume above normal and directionally bullish »

Bullish option flow…

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NBIX

Neurocrine

$119.57

2.28 (1.94%)

12:25
09/18/18
09/18
12:25
09/18/18
12:25
Conference/Events
Cantor Fitzgerald biotech analyst to hold an analyst/industry conference call »

Analyst Research Team,…

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  • 18

    Sep

  • 18

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CADE

Cadence Bancorp

$26.96

-0.08 (-0.30%)

, STBZ

State Bank Financial

$31.10

-0.09 (-0.29%)

12:25
09/18/18
09/18
12:25
09/18/18
12:25
Conference/Events
State Bank Financial to host special shareholder meeting »

Special Shareholder…

CADE

Cadence Bancorp

$26.96

-0.08 (-0.30%)

STBZ

State Bank Financial

$31.10

-0.09 (-0.29%)

03/08/13
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  • 18

    Sep

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TSLA

Tesla

$284.44

-10.34 (-3.51%)

12:22
09/18/18
09/18
12:22
09/18/18
12:22
Periodicals
Tesla faces DOJ probe over Musk tweet, Bloomberg reports »

Tesla, which is already…

03/08/13
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  • 20

    Sep

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
09/18/18
09/18
12:17
09/18/18
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
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GD

General Dynamics

$203.42

0.92 (0.45%)

12:17
09/18/18
09/18
12:17
09/18/18
12:17
Hot Stocks
General Dynamics awarded contract by U.S. Air Force for CM-300/350 V2 ATC radios »

General Dynamics Mission…

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