Core Thesis - BlackBerry Limited is viewed positively by some investors, with a current share price of $3.5600 and trailing and forward P/E ratios of 89.25 and 21.19 respectively [1][2] Company Transformation - BlackBerry has transitioned from a legacy handset maker to a software and services company, focusing on cybersecurity and embedded IoT infrastructure, particularly in mission-critical environments [3] - The business now centers on endpoint protection and secure communications for regulated enterprises and governments, alongside its QNX operating system, which is integrated into automotive and industrial systems [3] Financial Performance - Overall revenue has stabilized after a decline, but profitability remains marginal due to weak operating leverage despite high software-level gross margins [4] - BlackBerry maintains a manageable balance sheet with net cash, allowing time for execution, although this time is limited [4] Market Position and Assets - The cybersecurity segment serves regulated customers, providing stability rather than growth, while the QNX operating system is considered the company's most valuable asset, embedded in millions of vehicles [5] - Automotive software adoption is slow but durable once embedded, offering long-term optionality as vehicle software complexity increases [6] Market Perception and Valuation - BlackBerry's market capitalization is around $2–3 billion, reflecting skepticism due to past turnaround attempts rather than the intrinsic value of its assets [7] - The stock acts as a call option on management execution, QNX monetization, and potential asset separation, with significant risks including execution missteps and competitive pressures [7] Investment Outlook - For patient investors willing to accept uncertainty, BlackBerry presents long-duration optionality with asymmetric upside, with a long-term valuation estimate of $14.53 if the investment thesis materializes [8]

Houston, Texas--(Newsfile Corp. - February 3, 2026) - Tallwire has announced the early access launch of its technology news platform, marking a new phase for the company as it introduces a streamlined way for readers to stay informed on developments across artificial intelligence, cybersecurity, and other emerging technology sectors. The early access release allows readers to explore the platform while contributing feedback as Tallwire continues to refine its publishing approach. The launch comes as tec ...

Core Viewpoint - Cycurion, Inc. is positioned for strong revenue growth in 2026 due to a significant backlog of $80 million, which is approximately four times its fiscal year 2024 revenue, indicating a robust pipeline for future billable work [2][4]. Group 1: Financial Position and Valuation - Cycurion's current annual revenue stands at $15.67 million, highlighting the substantial growth potential from its backlog [2]. - The company is trading at a market capitalization of $10.68 million, which is below its fair value according to InvestingPro data [1]. - Litchfield Hills Research has set a price target of $7.00 for Cycurion, suggesting a significant upside potential, as this valuation reflects a 2.9x estimated 2026 revenue compared to a peer average of 9.0x, indicating a steep discount [5]. Group 2: Business Strategy and Market Focus - Cycurion is shifting towards higher-margin cybersecurity solutions, focusing on advisory services, managed services, and SaaS solutions primarily for state and local governments and small businesses, which are increasingly targeted by ransomware attacks [3]. - The company has a proven acquisition and integration model, operating as a unified platform under new leadership aimed at simplifying structure, improving margins, and scaling higher-value managed security offerings [4]. Group 3: Leadership and Market Outlook - Kevin Kelly, Chairman and CEO of Cycurion, expressed confidence in the company's undervaluation and the potential for long-term investors to be rewarded as the backlog converts into growing billable revenues [7]. - The global demand for advanced cybersecurity solutions is swelling, further supporting Cycurion's growth prospects [7].

SAN FRANCISCO, Feb. 3, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman reminds investors in Coupang, Inc. (NYSE: CPNG) regarding the February 17, 2026 lead plaintiff deadline. Investors who purchased Coupang (CPNG) securities between May 7, 2025, and December 16, 2025, and suffered significant losses are encouraged to contact the firm. [CLICK HERE TO SUBMIT YOUR CPNG LOSSES] The firm is investigating the lawsuit's claims that Coupang misled investors by touting "proactive security" and " ...

Group 1: Company Overview - Check Point Software Technologies (CHKP) is currently priced at $180.47, with a market cap of $19 billion and a gross margin of 85.10% [5][6] - The stock has a forward P/E ratio of 16.7, indicating it may be undervalued compared to its peers in the cybersecurity sector [8] Group 2: Industry Context - The cybersecurity industry is experiencing growth as companies transition to cloud-based operations, necessitating enhanced software-based security protocols [3] - The shift towards remote work has further accelerated the demand for cybersecurity solutions, prompting enterprises to consolidate their security systems with single providers [3] Group 3: Company Strategy - Check Point has historically maintained a conservative approach, keeping operating expenses and capital investments low, resulting in an adjusted operating margin of 42%, one of the best in the industry [4] - Recently, the company has begun to increase spending, including the acquisition of Lakera, and is focusing on R&D and marketing to enhance its software-based solutions for endpoint security and security operations [6][7] Group 4: Growth Potential - Analysts project Check Point will grow revenue at a steady mid-single-digit growth rate over the next couple of years, with stable operating margins despite increased spending [8] - The company's Infinity platform allows for the consolidation of cybersecurity needs, positioning it well for growth in its software business while leveraging its strong hardware presence [7]

Investment Rating - The report does not explicitly provide an investment rating for the industry but indicates a cautious outlook for enterprise SaaS multiples into 2026 due to global uncertainty and technological disruptions [6]. Core Insights - The median EV/TTM revenue multiple for public enterprise SaaS companies decreased to 5x at the end of Q4 2025, down from 5.3x in Q3 2025, and is expected to see limited upside into 2026 [6]. - Revenue growth rates for 2026 are anticipated to step down to high single digits or low double digits, with significant declines expected in several segments, while slight growth is expected in collaboration, productivity, and creative segments [9]. - The median gross margin for public enterprise SaaS companies increased to nearly 77% in 2025, with expectations of continued strength but limited substantial growth in 2026 [10]. - The median EBITDA margin rose to 19.8% in 2025, with expectations for further strengthening across most segments into 2026 [11]. Summary by Sections Revenue - Revenue growth rates for enterprise SaaS companies are projected to decline significantly in 2026, with the median growth rate barely in double digits, down from previous years' rates of 15% to 30% [9]. - The report highlights specific segments expected to experience declines, including CRM, sales, marketing & CX, finance, ERP, HR & payroll, and data, analytics & AI platforms [9]. Valuation - The report notes that valuation multiples have continued to decline, with 76 out of 102 tracked companies experiencing decreases in their EV/TTM revenue multiples from year-end 2024 to year-end 2025 [12]. - Notable companies that outperformed the broader SaaS decline include Unity, On24, and CS Disco, while companies like Ibotta and The Trade Desk saw significant decreases in their multiples [12]. Gross Margin and EBITDA - The median gross margin across public enterprise SaaS companies is projected to remain strong at 77% in 2026, with some segments like DevOps and vertical SaaS expected to see slight growth [10]. - The report anticipates that EBITDA margins will continue to improve, with the highest growth expected in data, analytics & AI platforms and collaboration, productivity & creative segments [11].

SAN DIEGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Coupang, Inc. (NYSE: CPNG) securities between April 6, 2025 and December 16, 2025. Coupang describes itself as one of the fastest-growing technology and commerce companies in the world, providing retail, restaurant delivery, video streaming, and fintech services to customers around the world under brands that include Coupang, Coupang Eats, ...

Core Insights - The Invesco NASDAQ Next Gen 100 ETF (QQQJ) is highlighted as a notable option for investors seeking exposure to promising tech stocks, despite the common focus on larger ETFs like QQQ and QQQM [1] - QQQJ, with a market capitalization of $883.64 million, primarily includes mid-cap and smaller large-cap stocks, featuring an average market cap of $23.88 billion across its 107 holdings [1] Group 1: ETF Overview - QQQJ has been operational for five years and serves as a proving ground for stocks aspiring to enter the Nasdaq-100 Index [1] - The ETF's holdings include companies that Morningstar identifies as top tech names, such as Fiserv and Akamai Technologies [1] Group 2: Notable Holdings - Fiserv (FISV), a key holding in QQQJ, is recognized for its core processing and complementary services for US banks, with shares considered 47% undervalued relative to a fair value estimate of $126 [1] - Akamai Technologies (AKAM) is another significant holding, noted for its investments in cloud computing and edge computing, with a strong network presence that positions it well against major competitors [1]

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 cyber event, Coupang's CEO resigned, indicating a significant impact on company leadership and investor confidence [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, which is relevant to the current lawsuit against Coupang [4].

Core Insights - SecureTech Innovations, Inc. has announced its strategic agenda for FY2026 following a successful FY2025 marked by significant operational and financial achievements [1][2] FY2025 Achievements - FY2025 was a breakout year for SecureTech, strengthening its balance sheet and operational capabilities for long-term growth [2] - Key milestones included transitioning from a stockholder deficit of ($440,042) to over $10.4 million in stockholder equity as of September 30, 2025, and achieving record revenue and profitability in Q3 2025 [6][4] - The company reduced its issued and outstanding shares by approximately 61 million, representing a 78% reduction, aligning its capital structure with long-term shareholder interests [6] FY2026 Strategic Priorities - SecureTech's strategic plan for FY2026 focuses on growth, market expansion, and operational discipline [4] - The company completed the acquisition of AI UltraProd, enhancing its technology portfolio and market position [6] - Plans include uplisting to the NASDAQ Capital Market in Q2 2026, contingent on meeting listing requirements [7] - AI UltraProd is set to expand into the U.S. and Indonesian markets, leveraging its advanced manufacturing technologies [7] - An investor awareness program will be launched to enhance visibility and outreach to the investment community [7] - The company will evaluate additional M&A opportunities with candidates generating $5–$10 million in annual revenue [8] Future Initiatives - The company plans to complete the spin-off of its Top Kontrol safety device business onto the OTCQB, creating a dedicated growth platform [13] - SecureTech intends to establish a Bitcoin treasury reserve within its Piranha Blockchain subsidiary, aligning with trends in digital asset management [13]