Group 1 - A class action has been filed on behalf of investors who purchased Coupang, Inc. (NYSE: CPNG) securities between April 6, 2025, and December 16, 2025 [1] - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services such as retail, restaurant delivery, video streaming, and fintech under various brands [1] Group 2 - Robbins LLP is investigating allegations that Coupang failed to disclose a material cybersecurity event, which included inadequate cybersecurity protocols that allowed a former employee to access sensitive customer information for nearly six months [2] - The allegations also state that Coupang was subjected to a heightened risk of regulatory and legal scrutiny due to this data breach and failed to report it in compliance with applicable reporting rules [2] - Following the revelation of the data breach, Coupang's stock price fell, negatively impacting investors [2] Group 3 - Shareholders interested in serving as lead plaintiffs in the class action must submit their papers to the court by February 17, 2026 [3] - Participation in the case is not required to be eligible for recovery, and shareholders can choose to remain absent class members [3] Group 4 - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses [4] - The firm has been dedicated to helping shareholders recover losses and improve corporate governance since 2002 [4]

Core Insights - Check Point Software Technologies (CHKP) is enhancing its response to cyber threats with a new AI-driven exposure management strategy aimed at closing the cybersecurity "remediation gap" [1][3] - The new platform allows security teams to quickly identify critical vulnerabilities and focus on the riskiest issues, improving remediation speed and efficiency [1][2] - Automation is a key feature, enabling safe, automated responses to threats, which reduces manual work and shortens response times [1][2] Company Strategy - The new platform prioritizes real-world threats and enables automated remediation methods such as virtual patching and policy updates, aligning with Gartner's CTEM model [2][8] - This AI exposure strategy is expected to strengthen threat response and improve security efficiency, helping Check Point remain competitive in the cybersecurity market [3] Competitive Landscape - Check Point faces significant competition from major players like Cisco Systems, Palo Alto Networks, and Fortinet [4] - Cisco has modernized its security portfolio for AI-driven threats, achieving strong early adoption with nearly 3,000 customers [5] - Palo Alto Networks leads the market with a unified platform strategy and benefits from strong annual recurring revenue (ARR) growth and AI-driven platforms [6] - Fortinet distinguishes itself with a tightly integrated platform that combines networking and security, leveraging its FortiOS operating system and custom chips for better performance [7]

Core Insights - Nearly 82% of executives plan to increase their cybersecurity budgets in the next 12 months, while 75.2% anticipate reducing cybersecurity headcount due to AI tools enhancing productivity [1][2] Group 1: AI and Cybersecurity Perception - A survey of 500 CEOs and CISOs in the U.S. and UK reveals significant differences in perceptions of AI's risks and rewards [2] - AI is recognized as a transformative force for data analytics and operational efficiency, but it also introduces a new risk landscape [3] - AI-driven attacks are identified as the top emerging cyber threat (25.2%), surpassing identity theft (18.0%) and supply-chain compromise (16.6%) [4] Group 2: AI-Related Risks - CEOs rank data leakage (28.7%) as their greatest AI-related threat, while CISOs highlight Shadow AI (27.2%) as their primary concern [4] - Other notable AI-related risks include model manipulation (19.0%), deepfake/social engineering (17.6%), and regulatory noncompliance (17.4%) [6] Group 3: Regional Differences in AI Adoption - UK executives exhibit more caution regarding AI adoption compared to their U.S. counterparts, with only 55.3% of UK CEOs confident in AI strengthening cyber defenses versus 88.4% of U.S. CEOs [7] - U.S. leaders (82.8%) are more likely to trust AI tools for cybersecurity decisions than UK leaders (43.3%) [7] - A higher percentage of U.S. respondents (94%) carry cyber insurance compared to 68.4% in the UK [7]

Core Insights - A U.S. judge dismissed a shareholder lawsuit against CrowdStrike Holdings Inc. regarding false statements about its software testing prior to a global outage in 2024, while the company announced plans to acquire Seraphic and SGNL and formed a strategic partnership with Nord Security [1] Company Performance - CrowdStrike's share price has decreased by 6.3% over the past month and 3.9% over the past six months, underperforming the Nasdaq during these periods. However, since its IPO in June 2019, the share price has increased by over 562.4%, despite a 14.9% retreat from its all-time high of $566.90 [2] - The stock price dropped from a high of $398.00 to a low of $208.10 within four trading sessions due to software issues that caused widespread outages [8] Financial Overview - CrowdStrike's revenue has shown significant growth, with projections indicating revenues of $3.060 billion in 2024 and a net income of $53.70 million, marking its first profitable year after years of losses [11] - The company has experienced a valuation increase from $1 billion in 2017 to a projected market cap of $121 billion by 2025 [5] Strategic Initiatives - CrowdStrike is focusing on cybersecurity platform consolidation to simplify security stacks and improve overall security posture through its Falcon platform [13] - The company is heavily investing in expanding its cloud security capabilities, which is expected to grow as cloud environments become more complex [14] Technological Advancements - CrowdStrike leverages advanced threat intelligence and AI to enhance its detection and response capabilities, with its Charlotte AI platform expected to accelerate threat hunting and triaging by up to 52% [16][15] - The company has made several acquisitions to enhance its capabilities, including partnerships with Preempt Security, Humio, SecureCircle, and others to bolster its cybersecurity offerings [13] Future Projections - Analysts have mixed expectations for CrowdStrike's stock, with a consensus recommendation to buy shares and an average price target of $554.34 in 12 months, representing a 21.9% increase from the current price [17] - Projections for CrowdStrike's stock price indicate a potential rise to $515.12 by the end of 2026, with further increases expected in subsequent years, reaching $825.55 by 2030 [18][25][24]

Group 1 - Leidos Holdings, Inc. (NYSE:LDOS) is recognized as one of the best cybersecurity stocks to buy in 2026, but analysts have recently lowered their price targets, with TD Cowen reducing it from $210 to $190 and UBS from $216 to $204 while maintaining a Hold rating [1][2] - The demand for Leidos' Veterans Benefits Administration medical exam business remains strong; however, increased competition from a fourth provider poses a threat to the company's market position, especially with major contracts up for rebid in 2027 [2][3] - UBS anticipates headwinds for Leidos in 2026, projecting that margins will remain below consensus but above the long-term historical average, indicating potential challenges ahead for the company [3] Group 2 - The Veterans Benefits Administration is a significant contributor to Leidos' profits, meaning any negative impact from increased competition could substantially affect earnings [2] - The company specializes in digital modernization, cybersecurity, logistics, and defense and mission systems for federal agencies, military, and intelligence clients, positioning it within a critical sector of government contracting [3]

Core Insights - The defense sector has shown remarkable resilience and outperformance in 2025, driven by global conflicts and increased NATO spending, contrasting with broader market volatility [1][9] - The upcoming fourth-quarter earnings season is expected to validate the conversion of government contracts into tangible growth and shareholder value for defense companies [2] Defense Sector Performance - Defense stocks are benefiting from significant upward revisions in global military spending, with NATO committing to 5% of GDP on defense by 2035 and notable increases in defense budgets from countries like India and China [3][4] - Lockheed Martin (LMT) has raised its 2025 sales outlook, indicating strong sales expectations for the fourth quarter, supported by a growing backlog of orders [5] Technological Advancements - The rise of AI and technology adoption in defense, including cybersecurity and sensor systems, is driving revenue growth for diversified defense companies like L3Harris Technologies (LHX) and RTX Corp. (RTX) [6] - This tech-driven growth provides stability and protection against broader market volatility, making defense ETFs attractive for investors [6] Earnings Expectations - The Aerospace sector, which includes defense stocks, is projected to report earnings growth of 63.6% with a revenue increase of 12.2%, significantly outpacing the overall S&P 500 earnings growth of 8.7% [8] Defense ETFs Overview - The following defense ETFs are highlighted for their potential to benefit from the expected strong quarterly results: - **Global X Defense Tech ETF (SHLD)**: Net assets of $6.98 billion, top holdings include LMT (8.38%), RTX (7.54%), and General Dynamics (GD) (7.19%), with a 91.1% increase over the past year [10] - **SPDR S&P Aerospace & Defense ETF (XAR)**: Net assets of $5.95 billion, top holdings include Karman Holdings (4.70%), Rocket Lab (4.33%), and Kratos Defense (4.19%), with a 60.3% increase over the past year [11] - **iShares U.S. Aerospace & Defense ETF (ITA)**: Net assets of $14.84 billion, top holdings include GE Aerospace (19.88%), RTX (15.67%), and Boeing (8.44%), with a 51.4% increase over the past year [12] - **Invesco Aerospace & Defense ETF (PPA)**: Market value of $7.88 billion, top holdings include Boeing (9.11%), RTX (8.40%), and LMT (8.20%), with a 45.9% increase over the past year [13]

Core Viewpoint - A class action lawsuit has been filed against Coupang, Inc. for alleged misleading statements regarding its cybersecurity, which resulted in significant investor losses during the specified class period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Coupang securities from May 7, 2025, to December 16, 2025 [1]. - Investors have until February 17, 2026, to seek appointment as lead plaintiff representatives [2]. - The complaint claims that inadequate cybersecurity allowed a former employee to access sensitive customer information undetected for nearly six months [3]. Group 2: Company Impact - Following the cybersecurity incident, Coupang's CEO resigned, indicating a significant leadership change in response to the crisis [3]. - The lawsuit highlights the potential financial repercussions for Coupang, as investors reportedly suffered significant losses due to the alleged cybersecurity failures [3]. Group 3: Law Firm Background - Berger Montague, the law firm representing the plaintiffs, is noted for its expertise in complex civil litigation and has recovered over $50 billion for clients over its 55-year history [4]. - The firm has a strong track record in various legal areas, including securities and consumer protection, which may bolster the case against Coupang [4].

Core Viewpoint - Hagens Berman is investigating claims against Coupang, Inc. regarding a significant data breach that allegedly misled investors and resulted in substantial financial losses [3][4]. Group 1: Allegations and Impact - Coupang is accused of failing to detect a massive data breach for nearly six months, which affected 33.7 million accounts and was allegedly executed by a former employee using valid authentication keys [3][8]. - The breach has led to a compensation plan of $1.2 billion and the resignation of CEO Park Dae-joon, resulting in a loss of over $8 billion in market value [3][8]. - The lawsuit highlights inadequate internal controls that allowed unauthorized access to sensitive customer information, contradicting Coupang's claims of "proactive security" [8]. Group 2: Timeline and Regulatory Response - Coupang became aware of the cybersecurity incident on November 18, 2025, but did not disclose it publicly until 11 days later [8]. - The company is cooperating with investigations initiated by Korean regulators regarding the incident [8]. Group 3: Investor Actions - Investors who purchased Coupang securities between May 7, 2025, and December 16, 2025, and suffered losses are encouraged to contact Hagens Berman [1][6]. - The lead plaintiff deadline for the lawsuit is set for February 17, 2026 [1][7].

Core Insights - CreditRiskMonitor.com, Inc. has successfully completed its first System and Organization Controls (SOC) 2® Type I report for cybersecurity, highlighting its commitment to data security and privacy [1] Company Summary - The completion of the SOC 2® Type I report signifies enhanced data protection and operational standards within CreditRiskMonitor.com [1]

Core Viewpoint - VersaBank is positioned as a leader in business-to-business digital banking and is set to present its innovative digital asset solutions at an upcoming investor conference [1][2]. Group 1: Company Overview - VersaBank operates as a federally chartered bank in both Canada and the United States, utilizing a branchless, digital model to serve underserved segments of the banking industry [4]. - The bank has developed a unique Receivable Purchase Program funding solution, which has been successful in Canada and is now being introduced to the U.S. market [4]. - VersaBank owns DRT Cyber Inc., a leader in cybersecurity services, which enhances its capabilities in addressing the growing cyber threats faced by financial institutions and corporations [4]. Group 2: Digital Asset Innovations - The bank's Real Bank Deposit Tokens (RBDTs) are digital representations of actual cash deposits, combining traditional banking safety with blockchain technology's efficiency and programmability [3]. - RBDTs are expected to be eligible for federal deposit insurance and can legally pay interest, unlike non-bank issued stablecoins [3]. - VersaBank's proprietary SOC2 (Type I) certified VersaVault® technology underpins its digital asset security solutions, including Stablecoin Custody Services [2][3].