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Citi upgraded Palo Alto Networks on Friday and hiked its price target on the stock to $160.
The ransomware strain disrupted Ukraine, but has not provided its creators with much cash.
Tuesday's high-profile attack and last month's WannaCry attack could boost cybersecurity spending, but the bump might already be priced into the stocks.
The WannaCry attack affected over 230,000 computers in May, but researchers were able to find a way to stop it from spreading further.