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