Core Insights - Allot Ltd. is gaining attention as a small-cap tech stock, with recent coverage initiated by TD Cowen & Co. and Needham, both giving it a Buy rating due to its growth potential in the cybersecurity market and focus on small businesses [1][2]. Company Overview - Allot Ltd. is based in Hod HaSharon, Israel, and specializes in network intelligence and cybersecurity solutions for telecom service providers and enterprises globally [3]. - The company's product offerings include Allot Smart and Allot Secure, which utilize deep packet inspection for traffic management, application visibility, and network-based security services [3]. Market Positioning - TD Cowen estimates that Allot is positioned to achieve double-digit profitable growth, driven by a total addressable market of approximately $10 billion in the small-business segment [1]. - Needham highlights Allot's momentum in the carrier cybersecurity-as-a-service (CCaaS) model, which adds recurring subscription revenue on top of telecom distribution [2].

Core Insights - Quantum Computing Inc. (QUBT) reported a loss of 5 cents per share in Q3 2025, an improvement from a loss of 6 cents in the same period last year, aligning with Zacks Consensus Estimate [1] - Revenues for Q3 reached $0.38 million, exceeding the Zacks Consensus Estimate by 284% and significantly up from $0.10 million year-over-year [1] - The company's gross margin improved to 33% from 9% in the previous year [3] Financial Performance - Operating expenses increased to $10.5 million from $5.4 million in Q3 2024, with R&D expenses up 100.9%, sales and marketing expenses rising 116.8%, and general and administrative expenses increasing 84.3% [3] - Loss from operations for the quarter was $10.4 million, compared to $5.4 million in the year-ago period [3] - Cash and cash equivalents at the end of Q3 were $352.4 million, slightly up from $348.8 million in Q2 [4] - Cumulative net cash used in operating activities was $19.3 million, compared to $12.4 million in the same period last year [4] Capital Raising - During Q3, QCi raised gross proceeds of $500 million through a private placement of common stock [5] - Following the quarter, an additional $750 million was raised through another private placement [5] Operational Highlights - The company achieved commercial progress in quantum AI and cybersecurity, including a purchase order from a top-five U.S. bank for its quantum security solutions, marking its first U.S. commercial sale in this area [7] - QCi is advancing discussions with commercial and academic partners and is planning for a second facility, Fab 2, to support higher-volume production [7] Market Position - Quantum Computing currently holds a Zacks Rank 3 (Hold) [8] - Comparatively, stocks like Western Digital (WDC) and Advanced Energy Industries (AEIS) have better rankings within the Computer and Technology sector [8]

Security Breach - Surveillance tech provider Protei suffered a data breach, including data theft and website defacement [1]

Core Insights - VCI Global Limited has announced a special dividend of 10% of its cybersecurity and AI subsidiary, V Gallant Limited, to be distributed to all shareholders, marking a strategic move towards unlocking value ahead of V Gallant's planned Nasdaq IPO [1][2][3] Group 1: Dividend Announcement - The special dividend will be distributed on a pro rata basis to all VCIG shareholders, representing a 10% equity interest in V Gallant [1][4] - The record date for the dividend distribution will be announced after administrative procedures are completed, with confirmation expected within 7-14 days [4] Group 2: Strategic Rationale - The distribution aims to broaden shareholder participation in V Gallant, reduce corporate concentration, and enhance trading liquidity, aligning long-term interests across both entities [2][6] - This move is part of VCI Global's value-unlocking strategy as V Gallant prepares for its Nasdaq carve-out IPO, which is projected to have a nine-figure valuation based on internal estimates and market comparables [2][5] Group 3: V Gallant's Positioning - V Gallant is recognized as one of VCI Global's fastest-scaling technology units, focusing on cybersecurity and AI solutions for enterprises and government organizations [3][7] - The company is advancing through key preparatory milestones for its IPO, including audit completion, valuation review, and engagement with institutional investors [5][6]

Core Insights - Allot Ltd. is participating in the 6th Annual Needham Tech Week from November 20-24, 2025, with CEO Eyal Harari and CFO Liat Nahum attending [1] - The company will host virtual investor meetings on November 24, 2025, for interested parties to schedule meetings through Needham representatives or the investor relations team [2] Company Overview - Allot Ltd. is a leading provider of Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises globally [2] - The company offers a range of services including network-native cybersecurity, application analytics, and traffic control, with over 500 service providers and 1000 enterprises utilizing its solutions [2] - Allot's security-as-a-service solution is currently used by millions of subscribers worldwide [2]

RT Bloomberg Live (@BloombergLive)Where do vulnerabilities lurk in today’s digital value chain? @business’ @Lynnmdoan sits down with @CVSHealth’s Alan Rosa at #BloombergTech #BTechCybersecurity on 12/8.🔒https://t.co/nWBmPb0yy2 https://t.co/eMXoAhlyWB ...

Core Insights - Akamai has experienced stock fluctuations, peaking at $101 in early 2025 before declining to approximately $84, driven by consistent business performance and changing investor sentiment [2][3] Business Performance - Akamai reported quarterly revenue of around $1.05 billion, a 5% increase year-over-year, with GAAP net income rising 142% to $140 million and non-GAAP net income increasing about 10% to $269 million [4] - The non-GAAP operating margin improved to approximately 31%, up two percentage points from the previous year, indicating strong profitability despite modest overall growth [4][5] Growth Trends - Revenue growth has been mild, with a 4.8% annual increase over the past three years and a 4.2% increase in the last twelve months, suggesting a deceleration in top-line growth [6][7] - The price-to-sales ratio stands at 2.9 and the P/E ratio at 23.8, indicating that the stock is moderately valued [6][7] Competitive Landscape - Akamai faces significant competition from major players like Amazon AWS, Microsoft Azure, Cloudflare, and Fastly, which could pressure its market share and pricing [9][12] - The company is transitioning from traditional content delivery services to cloud, security, and edge computing, which presents execution risks [9][12] Historical Context - Akamai's stock previously fell 42% from $122 in April 2022 to $70.75 by March 2023, highlighting vulnerability to market corrections despite strong fundamentals [11][13] - Current downside risk for AKAM stock could see it drop to the $60–$65 range, indicating a potential 25–30% decline based on historical performance [13]

DOJ says US citizens helped North Korean IT workers infiltrate 136 companies https://t.co/sEiXF93i40 ...

Christopher Krebs, former U.S. Director of Cybersecurity Infrastructure Security Agency, joins 'Closing Bell' to discuss the latest news regarding Alibaba. ...

Core Points - Logitech experienced a cybersecurity incident involving data exfiltration, but it has not affected its products, operations, or manufacturing [1] - The company is investigating the incident with external cybersecurity firms and believes a zero-day vulnerability in third-party software was exploited [2][3] - Logitech does not anticipate any material adverse effects on its financial condition or operations due to the incident [4] Company Response - Upon detection of the incident, Logitech took immediate action to investigate and respond [2] - The company has a comprehensive cybersecurity insurance policy that is expected to cover costs related to incident response and potential legal actions [4] Data Impact - The data potentially compromised includes limited information about employees, consumers, customers, and suppliers, but no sensitive personal information was believed to be involved [3] - Logitech has begun notifying government entities as required by law [3]