Cybersecurity platformers dominate 2025, but Morgan Stanley says others have opportunity in 2026 [Seeking Alpha]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Seeking Alpha
mergers and acquisitions during the first half of 2026, it could create an opportunity for other names, according to Morgan Stanley. "Cybersecurity Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights Recent M&A activity among major cybersecurity platforms like Palo Alto Networks, CrowdStrike, and Zscaler may create near-term headwinds due to uncertainty around organic versus inorganic growth and deal-related dilutions, opening opportunities for smaller, best-of-breed companies with clearer growth stories. Morgan Stanley sees Netskope as a play on modern network security and AI-driven growth, SailPoint for its undervalued price and 20% recurring revenue growth, and Okta for upside in the identity space thanks to go-to-market improvements. Morgan Stanley raised price targets for names like Palo Alto Networks, CrowdStrike, Fortinet, Jamf, and Qualys, while
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MS
Earnings
- 10/16/25 - Beat
MS
Sec Filings
- 12/18/25 - Form 424B2
- 12/18/25 - Form 424B2
- 12/18/25 - Form 424B2
- MS's page on the SEC website