http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 02 Sep 2025 07:36:05 -0500 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/General+News/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html <p>Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.</p><p>The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.</p><p>Analysts cited a 28% annual recurring revenue (ARR) compound annual growth rate (CAGR) from fiscal year 2023 (FY23) to FY26, driven by SaaS transition and “multi-billion dollar legacy replacement opportunity.”</p><p>The company has shown early success expanding beyond core identity governance, with contributions from Machine Identity, Data Access Security and Non-Employee Risk Management more than doubling year-on-year.</p><p>“SailPoint appears well-positioned to sustain http://www.streetinsider.com/Investing/Morgan+Stanley+shuffles+cybersecurity+stocks%3A+Upgrades+SAIL+and+ZS%2C+downgrades+1/25281226.html Tue, 02 Sep 2025 07:36:05 -0500 FNT FTNT HACK HACKUS IHAK OKTA PANW SAIL VRNS ZS ZSCA http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html <p>Investing.com -- Deutsche Bank upgraded Palo Alto Networks to Buy from Hold and raised its price target to $220, saying investor concerns over its planned CyberArk acquisition are overstated and that the cybersecurity firm is set for solid quarterly results.<br /><br />“With the stock underperforming broader cyber since credible speculation of the acquisition, we think investor concerns are overblown,” analyst Brad Zelnick said.</p><p>The brokerage said Palo Alto shares have lagged the broader sector this year, falling 15% relative to peers and 11% since reports of the CyberArk deal, despite the company’s faster organic growth compared to rival Fortinet.</p><p>Deutsche Bank pointed http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html Wed, 13 Aug 2025 10:10:25 -0500 CYBG CYBR FNT FTNT PANW http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html <p>Investing.com -- Deutsche Bank upgraded Palo Alto Networks to Buy from Hold and raised its price target to $220, saying investor concerns over its planned CyberArk acquisition are overstated and that the cybersecurity firm is set for solid quarterly results.<br /><br />“With the stock underperforming broader cyber since credible speculation of the acquisition, we think investor concerns are overblown,” analyst Brad Zelnick said.</p><p>The brokerage said Palo Alto shares have lagged the broader sector this year, falling 15% relative to peers and 11% since reports of the CyberArk deal, despite the company’s faster organic growth compared to rival Fortinet.</p><p>Deutsche Bank pointed http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html Wed, 13 Aug 2025 10:10:25 -0500 CYBG CYBR FNT FTNT PANW http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html <p>Investing.com -- Deutsche Bank upgraded Palo Alto Networks to Buy from Hold and raised its price target to $220, saying investor concerns over its planned CyberArk acquisition are overstated and that the cybersecurity firm is set for solid quarterly results.<br /><br />“With the stock underperforming broader cyber since credible speculation of the acquisition, we think investor concerns are overblown,” analyst Brad Zelnick said.</p><p>The brokerage said Palo Alto shares have lagged the broader sector this year, falling 15% relative to peers and 11% since reports of the CyberArk deal, despite the company’s faster organic growth compared to rival Fortinet.</p><p>Deutsche Bank pointed http://www.streetinsider.com/General+News/Deutsche+Bank+upgrades+Palo+Alto+on+growth%2C+CyberArk+deal+potential/25193600.html Wed, 13 Aug 2025 10:10:25 -0500 CYBG CYBR FNT FTNT PANW