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Analyst Downgrades: FireEye Inc, Palo Alto Networks Inc, and Under Armour Inc

Analysts downwardly revised their ratings and price targets on FireEye Inc (NASDAQ:FEYE), Palo Alto Networks Inc (NYSE:PANW), and Under Armour Inc (NYSE:UA)

Nov 22, 2016 at 10:09 AM
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Analysts are weighing in on cybersecurity firms FireEye Inc (NASDAQ:FEYE) and Palo Alto Networks Inc (NYSE:PANW), as well as retail stock Under Armour Inc (NYSE:UA). Here's a quick roundup of today's bearish brokerage notes on FEYE, PANW, and UA.

  • FEYE is off 6.7% at $12.94, after Goldman Sachs downgraded the stock to "sell" from "neutral" and lowered its price target to $11 from $15 -- just a stone's throw away from the equity's Nov. 3 record low of $10.87. Specifically, the brokerage firm said, "The roll-out of new products may have a dampening effect on demand for existing FireEye products," and that analysts' expectations for 2017 subscriber growth are "overly aggressive." The shares of FireEye Inc are now down roughly 38% year-to-date, and short sellers have been eyeing additional losses. In fact, short interest jumped 16.3% in the two most recent reporting periods to 27.1 million shares -- a record high number of bearish bets on FEYE.

  • PANW has plummeted 12.9% to trade at $140.35-- and is short-sale restricted -- after the company's fiscal first-quarter earnings miss and downwardly revised current-quarter sales forecast were met with backlash from the brokerage bunch. Included in at least 10 price-target cuts were those from Raymond James and UBS, which both lowered their targets to $160. And with the stock now down 20% year-to-date, more bearish analyst notes could be on the horizon. Heading into today's trading, 24 out of 27 brokerages covering Palo Alto Networks Inc maintained a "buy" or better rating, with not a single "sell" to be found.

  • Cowen and Company lowered its price target on UA to $32 from $35, sending the shares down 0.4% to trade at $30.74. The stock has had a dismal year -- down 26.2% in 2016 -- with the negative price action recently exacerbated by a late-October earnings-induced bear gap. Amid these technical troubles, short sellers have been climbing on board to bet on additional losses. Short interest on Under Armour Inc jumped 12.6% in the most recent reporting period alone, and now accounts for a healthy 13.1% of the stock's available float. UA could encounter additional losses, should this selling pressure continue.
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