After speaking with sources in the IT security sector, Wells Fargo believes that Palo Alto's existing customers are in the early stages of buying the company's newer products. Resellers indicated that the sales of Palo Alto's products were either at or above expectations and they said that its pipeline remains strong, Wells reported. Furthermore, the firm thinks the company will continue to gain share against other IT security vendors going forward, as large organizations look to buy more of their products from one vendor. Palo Alto's risk/reward ratio is "compelling" for longer term investors, Wells stated. The firm reiterated an Outperform rating on the stock.
This is from FEB 10th. Morgan Stanley and Stephens also subsequently confirmed channel checks.
JPM is in contrast to these (3) analyst firms. It's clear JPM is clearly a BASH & BUY attack today.