Latest news with #RobOwens
Yahoo
3 days ago
- Business
- Yahoo
Palo Alto Networks (PANW) Gets Rating Upgrade on Platformization Momentum
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the On August 12, Piper Sandler analyst Rob Owens upgraded the stock from Neutral to 'Overweight' with a price target of $225.00 (from $200.00). According to the firm, Palo Alto's early 'platformization' success should reaccelerate bookings growth and prove to be durable as Xsiam traction grows. The company's free cash flow leverage should be more consistent moving forward with annual payments. Meanwhile, the Cyberark (CYBR) acquisition adds a high-quality asset to company's portfolio. Piper sees a favorable share setup from here. A team of actuaries and engineers at a computer looking at the data and finding the best reinsurance solution for a client. 'We are upgrading shares to Overweight with a $225 PT. Our more favorable view is predicated on 1) early platformization success that has helped reaccelerate bookings and should prove durable as XSIAM traction grows (noting channel feedback surrounding platformization has inflected to begin CY'25), 2) more consistent FCF leverage moving forward with annual payments / PAN-FS turning to a tailwind after posing pressure over last two years, 3) the acquisition of CYBR, which simultaneously adds a very high quality asset to PANW's portfolio while filling its largest gap. Altogether, this should help PANW achieve a low-teens CAGR and improved FCF margins, creating a favorable setup from here.' Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity. While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Yahoo
09-07-2025
- Business
- Yahoo
CrowdStrike (CRWD) Downgraded by Piper Sandler Despite Long-Term AI Potential
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the . On July 7, Piper Sandler analyst Rob Owens downgraded the stock from 'Overweight' to 'Neutral,' maintaining its price target at $505. The analysts at the firm said that it doesn't see a near-term scenario that could meaningfully increase numbers or its terminal multiple. However, it does appreciate the company's long-term potential as a player in security and IT. It also said that investors should not be adding shares at the moment. This is because the upside may be limited over the short to medium term. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection. While we acknowledge the potential of CWRD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and Disclosure: None. Sign in to access your portfolio
