The company is intent on growing its hardware business and ridding itself of other units. Companies such as Nutanix and F5 Networks could be targeted.
Palo Alto and many security peers have reported seeing price pressure. Cisco is widely believed to be a culprit.
Here are Tuesday's top research calls, including upgrades for Barracuda, Fortinet and McDonald's, and a downgrade for Imperva.
Here are Friday's top research calls, including upgrades for BlackBerry and Nvidia, and downgrades for Barracuda and SunPower.