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CYBR vs. ZS: Which Cybersecurity Stock is the Better Buy Now?
ZACKS· 2025-07-07 16:50
Key Takeaways CYBR is gaining from AI-driven identity security, with machine identities now outnumbering human ones 80 to 1. CYBR's Secure AI Agents and CORA AI tools strengthen its platform, supported by acquisitions like Venafi. ZS expands via Zero Trust and agentic SecOps but faces margin pressure from rising S&M and R&D expenses.CyberArk Software (CYBR) and Zscaler (ZS) are two key players in the cybersecurity space, serving different areas of the security stack. CyberArk primarily specializes in priv ...
Zscaler Flywheel: Turning AI Traffic Into Cash Flow
Seeking Alpha· 2025-06-10 15:09
Zscaler’s (NASDAQ: ZS ) share price has marched almost 40% higher this year, yet the market still treats the company as a fast-growing niche vendor rather than the platform leader that now sits at the strategic crossroads of zero-trust"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep kno ...
SEALSQ Unveils MS6003 Secure Element with Preloaded FIDO2 Application, Accelerating Passwordless Authentication for a Zero-Trust World
Globenewswire· 2025-05-22 13:15
Core Insights - SEALSQ Corp has launched the MS6003 secure element chip, which is preloaded with a FIDO2 authentication application, aimed at enhancing passwordless authentication in a zero-trust environment [3][4][6] - The global FIDO authentication market is projected to grow from USD 2.16 billion in 2025 to USD 15.32 billion by 2035, at a CAGR of 18.3%, driven by increasing cyber threats and the demand for secure authentication solutions [6][7] Company Overview - SEALSQ focuses on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [3][8] - The company is pioneering post-quantum semiconductors that provide robust protection for sensitive data across various applications, including multi-factor authentication, healthcare systems, and automotive [9] Product Features - The MS6003 simplifies secure authentication adoption, reducing time-to-market and streamlining compliance for customers in enterprise, industrial, IoT, and consumer applications [4][7] - It is built on a Common Criteria EAL5+-certified microcontroller platform, ensuring compliance with rigorous hardware security standards [7] - The chip supports diverse applications, including PC OEMs, smart locks, and automotive IoT, providing versatile integration options [7] Market Context - The MS6003 positions SEALSQ to capture the growing passwordless security market, which is increasingly important as 80% of data breaches are linked to compromised credentials [6][7] - FIDO2 standards, endorsed by major industry players like Microsoft, Apple, and Google, are transforming digital security and driving the demand for passwordless solutions [6]
4 Cybersecurity Stocks Set to Shine in the AI-Driven Digital Era
ZACKS· 2025-04-25 14:30
In today’s digital-first economy, cybersecurity has moved from the sidelines to the spotlight. It's no longer a back-office concern. It’s now a boardroom priority. Every day, companies face an onslaught of cyberattacks that are not only more frequent but also more sophisticated. From ransomware shutdowns to data leaks and phishing schemes, the financial and reputational damage is enormous. According to a report by Statista, worldwide cybercrime costs are expected to skyrocket from $9.22 trillion in 2024 to ...