Cybersecurity Industry News
A collection of Cybersecurity latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
1 Genius Cybersecurity Stock to Buy On the Dip
Software stocks as a whole have been getting slammed in recent weeks. There's really only one culprit for this mess: Anthropic. Anthropic is a leading company in the generative AI space, and is seen as the leader in coding generative AI. Some of…
CrowdStrike: Better Bargains Elsewhere In Cybersecurity (Downgrade) (NASDAQ:CRWD)
CrowdStrike Holdings, Inc. is downgraded to neutral due to its widening valuation premium versus high-growth cybersecurity peers like Zscaler. CRWD trades at 19.5x FY26 revenue and 16.0x FY27 revenue, double or triple direct competitors despite…
Is AI Creating More Cybersecurity Problems Than It Solves?
Artificial Intelligence is transforming software development at an unprecedented pace. Developers can now generate production-ready code in minutes, automate repetitive tasks and accelerate product launches. However, recent security research…
Iran Plunges Into 'Near-Total Internet Blackout' As Epic Fury Strikes Begin
Iran internet goes dark as attacks begin. As President Donald Trump confirms that the U.S. military has commenced “ major military operations in Iran,” something that the Department of Defence has called Operation Epic Fury, confirmed…
Varonis Systems, Inc. (VRNS): A Bull Case Theory
We came across a bullish thesis on Varonis Systems, Inc. on Danny's Substack by Danny Green. In this article, we will summarize the bulls' thesis on VRNS. Varonis Systems, Inc.'s share was trading at $25.70 as of February 18th. VRNS's forward P/E…
SentinelOne, Inc. (S): A Bull Case Theory
We came across a bullish thesis on SentinelOne, Inc. on r/Valueinvesting by Mundane_Link8653. In this article, we will summarize the bulls' thesis on S. SentinelOne, Inc.'s share was trading at $13.87 as of February 16th. S's forward P/E was 39.37…
U.S. IPO Weekly Recap: Asthma-Focused Generate Biomedicines Closes Out February IPO Market
One IPO and six SPACs came to market this past week, and one major issuer joined the pipeline as February comes to a close. One large IPO is currently scheduled in the week ahead, although some smaller issuers may join the calendar throughout the…
Josh Simons resigns without apologising
Keir Starmer has lost another minister. Josh Simons has resigned from government after weeks of furore over an alleged smear campaign against journalists by Labour Together, the think tank he led before entering parliament in July 2024. In an…
LEGISLATIVE ROUNDUP: Fetterman backs bipartisan bill to protect SNAP benefits against theft
U.S. Senators John Fetterman, D-PA; Ron Wyden, D-OR; Bill Cassidy, R-LA; and U.S. Representatives Dan Goldman, D-NY; and Mike Lawler, R-NY, this week introduced their bipartisan, bicameral Enhanced Cybersecurity for SNAP Act to boost security of…
BigBear.ai Holdings, Inc. (BBAI): A Bull Case Theory
We came across a bullish thesis on BigBear.ai Holdings, Inc. on r/TheRaceto10Million by JaxonNorth32. In this article, we will summarize the bulls' thesis on BBAI. BigBear.ai Holdings, Inc.'s share was trading at $4.08 as of February 16th.
Q2 Holdings, Inc. (QTWO): A Bull Case Theory
We came across a bullish thesis on Q2 Holdings, Inc. on Danny's Substack by Danny Green. In this article, we will summarize the bulls' thesis on QTWO. Q2 Holdings, Inc.'s share was trading at $51.70 as of February 19th. QTWO's trailing and forward…
3 themes that drove Wall Street's wild week and the new U.S.-Iran conflict wildcard
Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall economy. This coming week is a wildcard after the U.S. and Israel attacked Iran. President Donald Trump said Saturday…
Emergency Cisco Critical 0Day Update-Attackers Downgrade Security
Cisco confirms 10/10 zero day vulnerability. Updated February 28 with further advice from cybersecurity professionals regarding the 10/10 Cisco zero-day vulnerability and emergency update, including methods used by attackers to exploit this…
Netskope, Inc. (NTSK): A Bull Case Theory
We came across a bullish thesis on Netskope, Inc. on Danny's Substack by Danny Green. In this article, we will summarize the bulls' thesis on NTSK. Netskope, Inc.'s share was trading at $11.66 as of February 19th. [Shutterstock: 380107090…
Iran launches retaliatory attacks on Gulf States after US-Israel operation
Following the United States and Israel joint strikes, explosions were reported at various cities around the Middle East, including in Israel, Bahrain, Qatar, the United Arab Emirates, Jordan, Saudi Arabia, and Kuwait. The Iranian Revolutionary…
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