Stifel's Adam Borg made two aggressive moves in cybersecurity today. He raised his target on CRWD to $660 from $480. He also lifted PANW to $275 from $185. Both carry Buy ratings. That's a 37% jump for CrowdStrike and a 49% leap for Palo Alto in one analyst call.
The moves come as both stocks have built momentum in 2026. CrowdStrike carries a $157B market cap. Palo Alto sits at $200B. Short interest in both names is low — under 4% of free float — signalling limited bear conviction.
Elsewhere, KEYS — Keysight Technologies — drew a fresh new recommendation today. The consensus target jumped to $356 from $332. The $58B test-and-measurement firm rarely draws this kind of attention.
CCI took a hit. Wolfe Research's Andrew Rosivach downgraded Crown Castle to Hold from Buy. The telecom tower REIT has struggled with rising rate pressure and balance sheet concerns.
HD also faced a target cut. Mizuho trimmed its target to $385 from $415, citing softer consumer spending. The consensus average target edged down to $374.
The biggest theme today: Wall Street is piling into cybersecurity and pulling back from rate-sensitive real estate and big-box retail.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
