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Palo Alto Networks Analyst Hamza Fodderwala said the firm's recent security checks show cyber threats remain a top priority for IT. That bodes well for Palo Alto in 2024 and beyond, according to Fodderwala. Further, Palo Alto is better positioned for AI than investors believe, Fodderwala added. Palo Alto is scheduled to report earnings in late February. But investor skepticism remains leaving Hettenbach to pound the table for RCM shares.
Persons: Morgan Stanley, James Faucette, Faucette, Hamza Fodderwala, Fodderwala, Craig Hettenbach, Hettenbach, Docebo Organizations: CNBC, Palo Alto Locations: Palo Alto, Docebo, Tenable, Palo, Hettenbach
For investors who missed its earlier boom, now is the time to look into Lifestance Health Group again, according to Morgan Stanley. Lifestance is rated overweight at Morgan Stanley with a $10 price target, implying 32% upside over the next 12 months against Friday's close. LFST YTD mountain Lifestance Health Group stock. The company is the largest independent behavioral health player, according to the note, with 3% market share in a $35 billion total addressable market. The analyst said its market share gives it a "long runway for growth" and represents an "attractive compounding story."
Persons: Morgan Stanley, Craig Hettenbach, Friday's, clawing, Lifestance, Hettenbach, Michael Bloom Organizations: Lifestance Health Group, Lifestance, U.S
An under-the-radar software company could yield investors as much as 35% upside, according to Morgan Stanley. Morgan Stanley began research coverage of Model N with an outperform investment rating and $43 price target. Model N is down more than 19% so far in 2023 after jumping 35% in 2022. "We're positive on Model N's leadership position and 85% exposure to secular growth of Life Sciences and emphasize their best-in-class profitability relative to [competitors]," Morgan Stanley equity analyst Craig Hettenbach wrote. Model N, which went public 10 years ago this month , has "an attractive combination of near-term defensive characteristics and long-term secular growth drivers" thanks to a robust roster of pharmaceutical clients, Morgan Stanley said.
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