Cybersecurity

Needham analyst Mike Cikos on Friday reiterated a Buy rating on the shares of Cloudflare Inc (NYSE:NET) and raised the price forecast from $145 to $160. According to the analyst, Cloudflare posted strong quarterly results and eased investor concerns about its 2025 outlook, which boosted its stock...

Cloudflare Inc (NYSE:NET) reported first-quarter financial results after the market close on Thursday. Here’s a rundown of the report. Q1 Revenue: $479.09 million, versus estimates of $469.28 million Q1 Adjusted EPS: 16 cents, versus estimates of 17 cents First-quarter revenue was up 27%...

Fortinet Inc. (NASDAQ:FTNT) shares are trading lower Thursday after the company reported first-quarter 2025 financial results. What To Know: While adjusted earnings of 58 cents per share came in above the 53-cent consensus estimate, revenue of $1.54 billion was just in line with analyst...

Fortinet Inc. (NASDAQ:FTNT) released its first-quarter results after Wednesday's closing bell. Here's a look at the key figures from the report.  The Details: Fortinet reported quarterly adjusted earnings of 58 cents per share, which beat the Street estimate of 53 cents. Quarterly revenue came in...

CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are trading lower Wednesday after the cybersecurity company announced a new strategic initiatives, including a workforce reduction. What Happened: CrowdStrike said in a filing Wednesday morning that it adopted a strategic plan to make operations more...

Okta Inc (NASDAQ:OKTA) shares are rising in extended trading Monday following an announcement that the company will be added to the S&P MidCap 400. What Happened: After the market close on Monday, S&P Dow Jones Indices announced that cybersecurity firm Okta will replace Berry Global Group...

CrowdStrike Holdings, Inc (NASDAQ:CRWD) on Monday showcased Charlotte AI Agentic Response and Charlotte AI Agentic Workflows, marking progress in modern SOC operations. Combined with the previously announced Charlotte AI Agentic Detection Triage, Charlotte AI transcends “ask-and-...

The cybersecurity sector may be breathing a sigh of relief after a deal was reached to continue funding for the Common Vulnerabilities and Exposures database, commonly known as the CVE program. What Happened: The 25-year-old CVE program is used to identify cybersecurity vulnerabilities and has been...

A federal labor agency has found itself at the center of a cybersecurity controversy after a whistleblower alleged DOGE workers set off a major data breach. The allegations, shared with Congress and made public by Whistleblower Aid, indicate unauthorized access and possible data exfiltration from...

Wedbush tech analyst Dan Ives on Monday shared his thoughts on where investors may find safe havens with the tech industry as the market volatility continues under the uncertainty of Trump's tariff policies.  What To Know: In a note to investors released Monday, Ives gave more insight into his...

Fortinet Inc (NASDAQ:FTNT) could be the most exposed security hardware vendor to newly announced U.S. tariffs, with a potential 60-basis-point margin headwind due to its reliance on Taiwan-based manufacturing. JPMorgan analyst Brian Essex warns that this exposure could significantly impact the...

A recent data breach at Oracle Health has compromised sensitive patient information from multiple U.S. hospitals. The breach, involving legacy servers not yet migrated to Oracle Corp. (NYSE:ORCL) Cloud, was discovered in February. What Happened: Oracle Health, formerly known as...

Ritholtz Wealth Management's Josh Brown believes Zscaler Inc (NASDAQ:ZS) is on the verge of breaking out to the upside, backed by strength in the broader cybersecurity space. What To Know: Thursday on CNBC’s “Fast Money Halftime Report,” Brown suggested that Zscaler...

Ritholtz Wealth Management’s Josh Brown expects cybersecurity stocks to act defensively in current market conditions and outperform throughout the remainder of the year. What To Know: The cybersecurity sector has been outperforming the broader tech index so far in 2025. Brown believes...

Active traders have new, highly powered tools at their disposal as Direxion rolls out four single-stock leveraged and inverse exchange-traded funds. These ETFs, focused on Eli Lilly & Co (NYSE:LLY) and Palo Alto Networks Inc (NASDAQ:PANW), offer traders a way to multiply their bets—or hedge...