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Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?
24/7 Wall St.86d agoneutral
Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?

Fortinet (NASDAQ:FTNT) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team simultaneously cut CrowdStrike (NASDAQ:CRWD) to Sell with a $500 price target, signaling a broader cautious turn on cybersecurity. For prudent investors, the move suggests valuation discipline is ... Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?

Why Zscaler’s Recent Rally Could Just Be Getting Started
Trefis86d agobullish
Why Zscaler’s Recent Rally Could Just Be Getting Started

Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.

Palo Alto Stock Staring at Its Longest Winning Streak in 3 Years
Barrons.com87d agoneutral
Palo Alto Stock Staring at Its Longest Winning Streak in 3 Years

Palo Alto Networks stock has been running higher faster. With today's move, the stock is on pace to close up for eight consecutive days, up 34% over this period. If it keeps pace, it would be its longest winning streak since June 5, 2023, according to Dow Jones Market Data.

KeyBanc Just Hiked CrowdStrike Price Target to $700. Is Mythos the Real Catalyst?
24/7 Wall St.87d agoneutral
KeyBanc Just Hiked CrowdStrike Price Target to $700. Is Mythos the Real Catalyst?

KeyBanc just delivered one of the more eye-catching analyst calls in cybersecurity this month. The firm raised its price target on CrowdStrike (NASDAQ:CRWD) to $700 from $525 and reiterated an Overweight rating on the shares, citing improving demand signals tied to the company’s recent Mythos user conference. For prudent investors, the revision reframes CrowdStrike as ... KeyBanc Just Hiked CrowdStrike Price Target to $700. Is Mythos the Real Catalyst?

Jim Cramer Shares Why Palo Alto (PANW) Is Having The Last Laugh
Insider Monkey87d agoneutral
Jim Cramer Shares Why Palo Alto (PANW) Is Having The Last Laugh

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. Palo Alto Networks, Inc. (NASDAQ:PANW) is one the stocks discussed by Jim Cramer. Cybersecurity services provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s stock is up by 25.8% over the past year and by 35% year-to-date. Freedom Capital reduced its share price target […]

Oppenheimer Hikes Palo Alto Networks Price Target to $275: CyberArk Becomes Idira, Identity Security Just Got Real
24/7 Wall St.90d agoneutral
Oppenheimer Hikes Palo Alto Networks Price Target to $275: CyberArk Becomes Idira, Identity Security Just Got Real

Oppenheimer analyst Ittai Kidron raised his price target on Palo Alto Networks (NASDAQ:PANW) to $275 from $245 on May 15, reiterating an Outperform rating. The price target raise followed Oppenheimer’s attendance at CyberArk’s Impact 2026 customer conference, where Palo Alto unveiled the rebrand of CyberArk to “Idira.” For investors, the call crystallizes a clearer identity ... Oppenheimer Hikes Palo Alto Networks Price Target to $275: CyberArk Becomes Idira, Identity Security Just Got Real

Palo Alto Networks Idira Puts Identity Security At Core Of AI Story
Simply Wall St.90d agoneutral
Palo Alto Networks Idira Puts Identity Security At Core Of AI Story

Palo Alto Networks has launched Idira, an identity security platform built for AI-driven enterprises. The platform focuses on securing both human and machine identities and follows the company's CyberArk acquisition. Idira aims to unify privileged access management and remove standing privileges across a wide range of identity types. Palo Alto Networks (NasdaqGS:PANW) is putting identity security at the center of its product lineup with Idira, at a time when AI driven workloads are...

Jim Cramer Discusses Palo Alto (PANW) & Index Flaws
Insider Monkey91d agoneutral
Jim Cramer Discusses Palo Alto (PANW) & Index Flaws

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 11% over the past year and by 19.8% year-to-date. Freedom Capital discussed the firm […]

CSCO: The $9 Billion AI Breakout Investors Missed
Trefis91d agobearish
CSCO: The $9 Billion AI Breakout Investors Missed

Cisco Systems (NASDAQ: CSCO) shares surged as much as 17% in post-market trading following the Q3 2026 release, though the rally was not merely a reaction to the headline numbers. While revenue hit $15.84 billion, surpassing the $15.56 billion consensus, and non-GAAP EPS of $1.06 cleared expectations, the real catalyst was a massive upward revision in the company's full-year outlook. By raising fiscal 2026 revenue guidance to a range of $62.8 billion to $63.0 billion, Cisco signaled that a speci

Jefferies Hikes Palo Alto Networks Price Target to $265: AI Is Compressing Attack Timelines
24/7 Wall St.91d agoneutral
Jefferies Hikes Palo Alto Networks Price Target to $265: AI Is Compressing Attack Timelines

Jefferies analyst Joseph Gallo raised his price target on Palo Alto Networks (NASDAQ:PANW) to $265 from $215, reiterating a Buy rating following CyberArk’s IMPACT26 Conference. The central thesis: frontier AI is compressing attack timelines, forcing enterprises to accelerate spending on automated, identity-based detection and response. The price target raise lands as Palo Alto Networks shares ... Jefferies Hikes Palo Alto Networks Price Target to $265: AI Is Compressing Attack Timelines

BTIG Hikes CrowdStrike Price Target to $621: Platform Consolidation Story Just Got Louder
24/7 Wall St.91d agoneutral
BTIG Hikes CrowdStrike Price Target to $621: Platform Consolidation Story Just Got Louder

BTIG analyst Gray Powell raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $621 from $499, maintaining a Buy rating ahead of the company’s Q1 FY27 results. The price target raise lands as channel checks signal that CrowdStrike’s platform consolidation pitch is winning more enterprise security wallets. For prudent investors, this analyst upgrade reinforces a ... BTIG Hikes CrowdStrike Price Target to $621: Platform Consolidation Story Just Got Louder