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Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

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.”

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.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Morgan Stanley shuffles cybersecurity stocks: Upgrades SAIL and ZS, downgrades 1

Tue, 02 Sep 2025 07:36:05 -0400

Investing.com -- Morgan Stanley reshuffled its cybersecurity stock calls, upgrading SailPoint and Zscaler to Overweight while downgrading Fortinet to Underweight.

The bank lifted SailPoint on the back of its leadership in the identity governance market, where it commands around a 22% share.

“SailPoint appears well-positioned to sustain

Amplify ETFs Completes Acquisition to Reach $9.1 Billion AUM Across 31 ETFs

Mon, 29 Jan 2024 06:45:00 -0400

CHICAGO, Jan. 29, 2024 (GLOBE NEWSWIRE) -- Amplify ETFs announced today it has completed its previously announced acquisition of ETF Managers Group (ETFMG) exchange-traded fund (ETF) assets, which consist of over $3.7 billion of assets under management (AUM) across 14 ETFs (as of 1/26/2024). Amplify ETFs will now manage $9.1 billion of AUM as of 1/26/2024.

“The completion of Amplify’s first sizable ETF acquisition begins an exciting new chapter for our organization,” said Christian Magoon, CEO of Amplify ETFs. “Since 2016, Amplify has sought to develop innovative products that provide professionally crafted access to unique market segments

Amplify ETFs Completes Acquisition to Reach $9.1 Billion AUM Across 31 ETFs

Mon, 29 Jan 2024 06:45:00 -0400

Amplify ETFs Completes Acquisition to Reach $9.1 Billion AUM Across 31 ETFs

Mon, 29 Jan 2024 06:45:00 -0400