Hacker linked to Epstein removed from Black Hat cyber conference website https://t.co/Ixm43o5dfO ...

We secure our customers' AI transformation through 4 strategic solution pillars, each one of them a platform of its own. hybrid mesh network security, securing the infrastructure, workspace security, securing the employees, exposure management that provides situational awareness and then finally, AI security across all of these pillars. We secure the hybrid mesh infrastructure across data centers, hybrid cloud, branch and SASE. And we have a very clear market differentiation for hybrid mesh. And our advanta ...

Core Insights - KBR Inc. has expanded its relationship with the U.S. Space Force through two task orders totaling $103 million, focusing on AI-enabled analytics and technical expertise to enhance decision-making and personnel readiness [1][9] - The contract supports KBR's Mission Technology Solutions segment, which is experiencing growth due to demand in cybersecurity, digital engineering, and space capabilities [2][9] - KBR's federal pipeline remains strong, bolstered by ongoing investments in space operations and defense modernization, contributing to backlog growth and improved revenue visibility [3][4] Company Performance - KBR's backlog has reached $23 billion, enhancing revenue visibility and offsetting volatility in other segments [4][9] - The company has secured significant awards, including a $2.5 billion NASA recompete for astronaut health services, with an additional $1 billion in options [2] - KBR's stock has seen a 1.5% increase following the announcement of the new contracts, although it has declined 10.6% over the past six months [1][10] Competitive Landscape - KBR operates in a competitive environment alongside peers like Fluor Corporation and Sterling Infrastructure, focusing on mission-critical programs in defense and infrastructure [5] - Fluor has reported a backlog of $28.2 billion, with a strong focus on energy solutions and urban development [6] - Sterling has experienced a 32% year-over-year revenue growth, driven by demand in data centers and e-commerce distribution [7] Valuation and Earnings Estimates - KBR's stock is currently trading at a forward P/E ratio of 10.46, indicating a discount compared to industry peers [12] - Earnings estimates for KBR have trended upward to $4.17 per share for 2026, although revenue is expected to decline by 11% year-over-year [14]

Core Viewpoint - Federated Hermes Inc. has reduced its stake in Cisco Systems by 18.8% in Q3, indicating a shift in institutional investment sentiment towards the company [2]. Institutional Holdings - Federated Hermes Inc. now holds 255,477 shares of Cisco Systems, valued at $17,480,000 after selling 59,116 shares [2]. - Avantax Advisory Services Inc. increased its position by 1.1% in Q2, owning 420,336 shares worth $29,163,000 after acquiring 4,525 additional shares [3]. - Greystone Financial Group LLC acquired a new stake valued at approximately $8,563,000 in Q3 [3]. - Drive Wealth Management LLC boosted its stake by 2.7% in Q2, now owning 16,605 shares valued at $1,152,000 [3]. - CX Institutional increased its holdings by 11.0% in Q3, owning 144,336 shares valued at $9,875,000 after purchasing 14,334 shares [3]. - Shell Asset Management Co. grew its position by 53.3% in Q2, now holding 77,234 shares worth $5,358,000 [3]. - Institutional investors and hedge funds own 73.33% of Cisco Systems stock [3]. Stock Performance - Cisco Systems stock opened at $78.32, with a market cap of $309.45 billion, a P/E ratio of 29.44, and a beta of 0.87 [4]. - The stock has a 50-day moving average price of $76.75 and a 200-day moving average price of $72.12 [4]. - The twelve-month low and high for the stock are $52.11 and $80.82, respectively [4]. Financial Performance - Cisco reported $1.00 EPS for the latest quarter, exceeding analysts' expectations of $0.98 by $0.02 [5]. - The company generated revenue of $14.88 billion, surpassing estimates of $14.77 billion, with a year-over-year revenue increase of 7.5% [5]. - Cisco's return on equity stands at 27.29%, and its net margin is 18.38% [5]. - The FY 2026 EPS guidance is set at 4.080-4.140, with Q2 2026 guidance at 1.010-1.030 EPS [5]. Dividend Information - Cisco recently paid a quarterly dividend of $0.41 per share, representing an annualized dividend of $1.64 and a yield of 2.1% [6]. - The dividend payout ratio is 61.65% [6]. Insider Transactions - Director Michael D. Capellas sold 16,150 shares at an average price of $77.28, resulting in a total transaction of $1,248,072 [7]. - Insider Jeetendra I. Patel sold 163,896 shares at an average price of $77.86, totaling $12,760,942.56 [7]. - Over the last 90 days, insiders have sold 1,044,865 shares valued at $81,397,635 [7]. Analyst Ratings - Bank of America raised its price target for Cisco from $85.00 to $95.00, maintaining a "buy" rating [9]. - Weiss Ratings reaffirmed a "buy (b)" rating for Cisco [9]. - BNP Paribas Exane increased its price target from $76.00 to $86.00, giving an "outperform" rating [9]. - KeyCorp raised its target price from $77.00 to $87.00, assigning an "overweight" rating [9]. - Cisco has an average rating of "Moderate Buy" with a consensus price target of $86.81 [9].

CertiK eyes IPO at $2 billion valuation as it targets 'first public web3 cybersecurity' listing https://t.co/zS7CDcbta3 ...

Core Viewpoint - Data Storage Corporation has successfully completed a tender offer to acquire approximately 72% of its outstanding shares, positioning itself for a disciplined acquisition strategy while maintaining a strong cash reserve of over $10 million [1][3]. Group 1: Tender Offer Details - The company acquired 5,625,129 shares at a price of $5.20 per share, totaling approximately $29.25 million, funded entirely through cash on hand [3]. - The tender offer expired on January 12, 2026, and the shares accepted for purchase represent about 72% of the total outstanding shares as of December 8, 2025 [1][3]. Group 2: Financial Position and Strategy - Following the tender offer, Data Storage Corporation retains over $10 million in cash, allowing for future strategic initiatives [2][3]. - The company aims to pursue a disciplined acquisition strategy focused on technology-enabled services, particularly in areas such as GPU environments, AI-driven software applications, cybersecurity, and telecommunications [3][4]. Group 3: Future Outlook - The company is actively evaluating strategic opportunities that align with its growth plan, emphasizing businesses with recurring revenue, high margins, and established customer bases [3]. - The management believes that this approach could be transformative for the company over time [3].

Industry Overview - The Zacks Computer - Services industry includes companies providing cloud and software-based solutions, including consulting, research, security, and business support solutions [2] - Participants serve various sectors such as intelligence, defense, government agencies, banking, financial services, insurance, healthcare, and media [2] Current Trends - The shift towards remote and hybrid work is driving demand for cloud and cost-efficient business support solutions, enhancing industry growth prospects [3] - Increasing cyberattacks are creating a heightened need for cybersecurity solutions, particularly within government agencies [4] - Regulatory compliance is becoming more complex, leading to increased demand for services that help businesses adhere to governmental and industry norms [5] Industry Performance - The Zacks Computer - Services industry ranks 47, placing it in the top 19% of over 244 Zacks industries, indicating positive near-term prospects [6][7] - The industry's earnings outlook is optimistic, with a 7.7% increase in the Zacks Consensus Estimate for 2026 earnings since March 31, 2025 [8] Stock Market Performance - Over the past year, the industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500, with a rise of 10.7% versus 19.7% and 27.6% respectively [11] - The industry is currently trading at a forward 12-month P/E of 16.85X, lower than the S&P 500's 23.51X and the sector's 27.94X [14] Notable Companies - **PDF Solutions (PDFS)**: Focuses on data solutions for semiconductor and electronics ecosystems, benefiting from increasing complexity in manufacturing processes and investments in AI-driven collaboration [16][17] - **WidePoint (WYY)**: Provides Technology Management as a Service (TMaaS) and is positioned to benefit from a growing addressable market worth $36 billion, driven by remote work and cybersecurity needs [22][23] - **Forian (FORA)**: Offers data science-driven solutions to healthcare and financial services, with expected revenues between $28 million and $30 million for 2025, indicating a growth of 39-40% from 2024 [26][27]

RT Jake Bleiberg (@JZBleiberg)New: Two former employees of cybersecurity companies pleaded guilty on Thursday to federal crimes for launching their own ransomware attacks in a plot to extort millions of dollars from victims around the US.https://t.co/L2x1XTFMCc ...

Core Insights - ServiceNow, Inc. (NYSE:NOW) is recognized as one of the 12 Best Long Term US Stocks to Buy Now [1] - BTIG has initiated coverage of ServiceNow with a Buy rating and a price target of $1,000 [2] Company Developments - ServiceNow's AI platform has evolved significantly since the launch of Now Assist two years ago, transitioning from a simple AI feature to a comprehensive system where humans and AI collaborate [3] - The introduction of an AI Control Tower for oversight and governance is a key development, alongside a partnership with Microsoft to implement agent-based AI workflows across enterprises [3] Financial Projections - BTIG's optimistic outlook for ServiceNow assumes the company will maintain performance above the Rule of 50, projecting revenue growth in the high teens and free cash flow growth in the mid-20% range [3] Acquisition News - ServiceNow is reportedly in advanced discussions to acquire cybersecurity startup Armis, which was last valued at $6.1 billion, with the potential deal reaching around $7 billion, marking ServiceNow's largest acquisition to date [4] - Armis specializes in securing and managing internet-connected devices, addressing cyber risks for organizations [5]

Kevin Mandia, founder of the cybersecurity firm Mandiant—which was acquired by Google for $5.4 billion—has formed a new company called Armadin that will take on the imminent threat from AI hacking https://t.co/PC87UVT615 ...