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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

Buy these 2 security software stocks after strong VAR survey feedback: analyst

Wed, 13 Aug 2025 06:52:42 -0400

Investing.com -- Palo Alto Networks (NASDAQ:PANW) received the strongest channel feedback in D.A. Davidson’s latest off-calendar Value-Added Reseller (VAR) survey, prompting the brokerage to reaffirm its Buy rating on the stock.

Analyst Rudy Kessinger said the security software vendor delivered the “second largest quarter-on-quarter (Q/Q) improvement in net sales performance vs. plan&best out of all vendors on this metric for the third straight survey,” with the best pipeline strength for the same period.

Strong win rates against nine of ten tracked competitors and improved firewall appliance growth also supported confidence in the company’s fiscal fourth-quarter (FQ4) annual recurring revenue (ARR) and remaining

Buy these 2 security software stocks after strong VAR survey feedback: analyst

Wed, 13 Aug 2025 06:52:42 -0400

Buy these 2 security software stocks after strong VAR survey feedback: analyst

Wed, 13 Aug 2025 06:52:42 -0400