Hi, I'm Vic Ayer, CIO, marketing services. It's time for security leaders to take a moment, step back and ask themselves what actions are needed. As the AI era intensifies threats, enterprises must understand the dangers across software and hardware.They must recognize that business operations have been upended by AI, meaning new measures are required to protect endpoints carrying key data. North American security leaders agree with 5G research showing 61% either have endpoint security or are in the process ...

Company Overview - CyberArk Software Ltd. is a leading provider of identity security and privileged access management solutions with over $1.30 billion in TTM revenue and a market capitalization of $24.63 billion as of November 14, 2025 [4] - The company operates a robust SaaS platform to address critical security needs for large organizations, focusing on protecting sensitive credentials and access across hybrid and cloud environments [4] - CyberArk serves a diversified customer base across various sectors including financial services, manufacturing, healthcare, energy, retail, technology, telecommunications, and government globally [9] Financial Metrics - As of November 14, 2025, CyberArk reported a revenue of $1.30 billion and a net income of -$226.92 million [2] - The market capitalization of CyberArk is $24.63 billion, with shares priced at $487.93, reflecting a 61.95% increase over the past year, outperforming the S&P 500 by 54.81 percentage points [2][8] Recent Developments - Prelude Capital Management, LLC disclosed a new position in CyberArk, owning 29,406 shares valued at $14.21 million, representing 1.11% of the fund's $1.28 billion reportable equity AUM [1][8] - Prelude's investment in CyberArk was the third-largest addition to its portfolio in the third quarter, making it the seventh largest holding [5] - CyberArk's stock has experienced a downturn, linked to the performance of Palo Alto Networks, whose shares fell by about 12.7% in November, impacting CyberArk's stock price [6][7]

Core Insights - Home Depot experienced a significant security lapse when an employee inadvertently published a private access token online, exposing internal systems for approximately one year [1][2] - The exposed token provided access to numerous private source code repositories and critical cloud infrastructure, including order fulfillment and inventory management systems [2][3] - Despite attempts by a security researcher to notify Home Depot about the exposure, the company did not respond until contacted by TechCrunch, after which the issue was promptly addressed [4][5] Security Exposure Details - The access token was discovered by security researcher Ben Zimmermann in early November 2024, allowing him to access and modify hundreds of private repositories on GitHub [2] - Home Depot has utilized GitHub for hosting its developer and engineering infrastructure since 2015, which raises concerns about the security of its systems [3] - The researcher reported that Home Depot lacks a formal process for reporting security vulnerabilities, such as a bug bounty program, which contributed to the delay in addressing the issue [5] Company Response - After TechCrunch's intervention, Home Depot acknowledged the issue, and the exposed token was revoked shortly thereafter [5] - Home Depot's chief information security officer did not respond to the researcher's outreach via LinkedIn, highlighting a lack of communication regarding security concerns [4] - There was no follow-up from Home Depot regarding whether any unauthorized access occurred during the period the token was exposed [6]

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Core Insights - SecureTech Innovations, Inc. is launching its AI-driven construction subsidiary, AI UltraProd, in the U.S. market, focusing on the rapidly growing Accessory Dwelling Unit (ADU) sector, which is projected to grow from approximately $19.6 billion in 2025 to over $43 billion by 2034 [2][4] Group 1: Market Opportunity - The ADU market is identified as a scalable entry point for AI UltraProd's 3D printing platform, addressing the U.S. housing shortage of 3–4 million units [2] - AI UltraProd's technology can print vertical wall structures for a 2,000 sq. ft. home in days, significantly reducing labor and material waste [3] Group 2: Financial Performance - AI UltraProd generated over $3.7 million in revenue during the three months ended September 30, contributing positively to SecureTech's consolidated financials [4] - The subsidiary is projected to approach eight-figure revenue by the end of 2025, with further growth anticipated in 2026 [4] Group 3: Strategic Vision - The U.S. ADU market is viewed as a practical proving ground for AI UltraProd's technology, allowing for early revenue generation and performance validation [5] - Future plans include expanding into medical facilities, disaster relief housing, smart infrastructure, and next-generation industrial construction [5] Group 4: Technological Edge - AI UltraProd integrates proprietary materials and a multi-robot matrix to optimize the construction process, enhancing efficiency and reducing costs [3][7] - The subsidiary holds a growing intellectual property portfolio, including 24 issued patents and additional patents in development [7]

Company Overview - CyberArk is a global leader in identity security, focusing on privileged access management and cloud-based security solutions, addressing the cybersecurity demands of large enterprises and government agencies [6] - The company generates revenue through software licensing, SaaS subscriptions, and related security services, targeting sectors such as financial services, manufacturing, healthcare, energy, technology, and government [9] - As of November 13, 2025, CyberArk's market capitalization was $23.27 billion, with a revenue of $1.30 billion and a net income of -$226.92 million for the trailing twelve months [4] Recent Developments - Greenvale Capital LLP sold its entire stake in CyberArk, amounting to a position change of approximately $75.27 million, eliminating its holding of 185,000 shares [1][2] - Prior to the sale, CyberArk represented 6.4% of Greenvale Capital's assets under management (AUM) [3] - Following the sale, CyberArk shares were priced at $478.70, reflecting a 49.1% increase over the past year, outperforming the S&P 500 by 33.5 percentage points [3] Acquisition Context - Palo Alto Networks agreed to acquire CyberArk in a deal valued at roughly $25 billion, which includes a cash payment of $45 per share and 2.2005 shares of Palo Alto stock for CyberArk shareholders [10][11] - The acquisition impacts CyberArk's stock performance, which is now tied to the fluctuations of Palo Alto's stock [11] - The focus will shift to Palo Alto as it integrates CyberArk's products and operations into its own [12]

Core Insights - Booz Allen Hamilton Holding Corporation (BAH) shares have increased by 4.6% over the past month, significantly outperforming the industry, which saw a decline of 0.4% [1][8] - The company has a Growth Score of A, indicating strong financial metrics that reflect the quality and sustainability of its growth [1] Factors Supporting Growth - BAH's strategy focuses on potential growth areas, emphasizing a commercially oriented, outcome-based approach while restructuring to achieve $150 million in annual cost reductions [2] - The company aims to reduce costs in stable sectors and invest in high-potential areas such as cybersecurity, AI, and warfighting technology, driven by increasing cyber threats and global AI adoption [2] Financial Position - As of September 30, 2025, BAH reported cash and equivalents of $816 million and current debt of $83 million, indicating a strong balance sheet with ample cash available for growth investments and shareholder distributions [3] - The company's liquidity is robust, with a current ratio of 1.76, surpassing the industry average of 1.19, suggesting a solid ability to meet short-term obligations [4] Risk Consideration - BAH primarily provides consulting services to the U.S. government, resulting in stable revenues but limiting rapid growth potential, which may not appeal to momentum investors [5] Comparative Analysis - BAH currently holds a Zacks Rank of 3 (Hold), while Genpact and Palantir Technologies are better-ranked stocks in the broader Business Services sector, with Zacks Ranks of 2 (Buy) [6][7]

⚡️ JUST IN: OpenAI says its AI models are rapidly advancing in cyber capabilities and is adding new safeguards to ensure they help defenders while limiting misuse. https://t.co/SCoAr9Gfyr ...

Financial Performance - Q4 FY2025 - Revenue for Q4 FY25 was $81.2 million, compared to $96.4 million in Q4 FY24[15] - EBITDA for Q4 FY25 was $6.6 million, compared to $10.7 million in Q4 FY24[15] - Free Cash Flow for Q4 FY25 was $10.7 million, compared to $12.2 million in Q4 FY24[15] Financial Performance - Full Year FY2025 - Revenue for FY25 was $344.5 million, compared to $395.9 million in FY24[18] - EBITDA for FY25 was $23.0 million, compared to $42.0 million in FY24[18] - Free Cash Flow for FY25 was $34.0 million, compared to $26.5 million in FY24[18] Debt and Capital Allocation - Total debt was reduced by $10.7 million in Q4 to $131.6 million[9, 20] - Mandatory term debt is paid through September 30, 2026, a year ahead of schedule[9, 22] Strategic Updates - DLH received CMMC Level 2 certification, positioning the company for high-value business in defense markets[9] - DLH was awarded an NIH Office of Information Technology contract[9]

Core Insights - Rapid7's top cybersecurity predictions for 2026 highlight the increasing impact of geopolitical conflicts, the rise of insider threats, and the necessity for contextual awareness in cyber defense [1][6]. Geopolitical Landscape - Geopolitical tensions will increasingly affect the cyber battlefield, with private organizations becoming proxy targets for state-aligned groups, leading to a blend of third-party and nation-state attacks [6]. - Organizations are encouraged to utilize curated threat intelligence to monitor geopolitical flashpoints and emerging advanced persistent threat (APT) tools [6]. Insider Threats - Insider threats will become a dominant cause of breaches, with actors such as disgruntled employees and negligent insiders posing significant risks [6]. - Establishing behavior baselines and regularly reviewing privilege models will be critical for organizations to mitigate these risks [6]. Contextual Awareness - Context will be essential for effective cyber performance, as defenders need more than just alerts to respond to AI-driven attacks [6]. - Integrating exposure management with detection capabilities will enhance response times and measurable impact, focusing on key metrics such as time saved and risks remediated [6]. Company Innovations - Rapid7 has experienced a year of accelerated innovation, launching new insights and expanding its Managed Detection and Response (MDR) coverage for Microsoft environments [4]. - The company aims to help organizations manage risk and detect threats in increasingly complex environments [4][8].