Group 1 - Zscaler is a significant player in the cybersecurity sector, demonstrating rapid top-line growth and solid profit margins [1] - The company is positioned to benefit from the ongoing shift away from legacy firewalls [1] - The investment strategy focuses on identifying undervalued companies with strong balance sheets and management teams in sectors with long-term growth potential [1]

We recently published 10 Stocks Wall Street is Watching Heading into October. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Wall Street is watching. Stephanie Link, Hightower Advisors’ chief investment strategist and portfolio manager, said in a recent program on CNBC that she likes CrowdStrike because of her overall bullish outlook on the cybersecurity industry. Here is why she likes the stock amid industry-wide growth catalysts: “I think cyber security is certainly something that we’re ...

Group 1 - SentinelOne Inc. has partnered with Elpha Secure to enhance cyber resilience and protection for small and midsize businesses (SMBs) [1][2] - The partnership aims to provide a comprehensive solution that combines Elpha's cyber insurance product with SentinelOne's advanced security platform, addressing both cybersecurity and insurance needs [1][2] - The offering includes seamless installation support and guidance, with Elpha's Security Operations Center assisting policyholders in deploying SentinelOne and managing their security posture through real-time threat monitoring and mitigation [2] Group 2 - SentinelOne operates as a cybersecurity provider both in the US and internationally, and has an alliance with Schwarz Digits KG for the development of an AI-powered cybersecurity platform called Sovereign [3]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Fortinet, Inc. common stock about the upcoming lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company regarding its business performance and product upgrades [1][2]. Group 1: Class Action Details - The class action lawsuit pertains to Fortinet common stock purchases made between November 8, 2024, and August 6, 2025, with a lead plaintiff deadline set for November 21, 2025 [1][2]. - Investors who purchased Fortinet stock during the specified period may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Allegations Against Fortinet - The lawsuit alleges that Fortinet made materially false and misleading statements about a "record" round of FortiGate unit upgrades, claiming it would generate between $400 million to $450 million in product revenue for 2025 and 2026 [4]. - It is claimed that the company misrepresented the sustainability and impact of the refresh cycle, which was said to consist of old products that represented a "small percentage" of the company's business [5]. - The lawsuit contends that Fortinet concealed the true number of FortiGate firewalls eligible for upgrades and misled investors about the momentum of the refresh cycle, which was pushed through rapidly in a short timeframe [5].

Core Viewpoint - A class action lawsuit has been filed against Fortinet, Inc. for alleged misrepresentations regarding its product refresh cycle and the true number of FortiGate firewalls eligible for upgrades, leading to significant investor losses [6]. Allegation Details - The lawsuit claims that Fortinet's management misled investors about the profitability of the refresh cycle, stating it would be lucrative despite it involving old products that represented a small portion of the company's business [6]. - It is alleged that Fortinet concealed the uncertainty regarding the number of FortiGates that could be upgraded and misrepresented the momentum of the refresh cycle, which was pushed through rapidly in a short time frame [6]. - On August 6, 2025, Fortinet disclosed during an earnings call that it was only 40% to 50% through the 2026 upgrade cycle, contradicting previous statements about the refresh's potential impact [6]. Next Steps - Investors who purchased Fortinet shares during the specified class period (November 8, 2024, to August 6, 2025) and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4][6]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is November 21, 2025 [6]. About the Law Firm - Bragar Eagel & Squire, P.C. is a recognized law firm specializing in representing individual and institutional investors in complex litigation across various courts in the United States [5].

Core Insights - The stock market is a significant wealth creator, yet many Americans are not participating, with only 62% of adults owning stocks [2] - Baby boomers dominate stock ownership, holding 54% of shares, while Gen Xers and Millennials hold only 21.9% and 8.5%, respectively [2][3] Company Summaries Meta Platforms - Meta Platforms is the leading social media company with 3.48 billion monthly active users across its platforms [5] - The company generates revenue primarily through targeted advertising and shares a near-duopoly in digital ads with Alphabet's Google [5] - Meta is enhancing its AI algorithms for better ad targeting and expanding its Reels feature to compete with TikTok [6] - Analysts project a CAGR of 16% for revenue and 13% for EPS from 2024 to 2027, driven by user base expansion and improved ad efficiency [7] - The stock is considered reasonably valued at 25 times next year's earnings, indicating potential for growth [7] ASML - ASML is the largest producer of lithography systems essential for chip manufacturing, used by major foundries like TSMC, Samsung, and Intel [8] - The company is the sole producer of extreme ultraviolet (EUV) systems, critical for creating the smallest and most efficient chips [8] CrowdStrike - CrowdStrike offers cloud-native cybersecurity services, which are expected to replace traditional on-site appliances [9]

Core Insights - Fortinet, Inc. is facing a class action lawsuit from investors who purchased securities between November 8, 2024, and August 6, 2025, with a deadline to file a lead plaintiff motion by November 21, 2025 [1][2] - The company's disappointing second quarter 2025 financial results led to a significant stock price drop of $21.28 per share, or 22.03%, closing at $75.30 per share on August 7, 2025 [3] Financial Performance - Fortinet reported second quarter 2025 financial results that did not meet investor expectations, causing confusion regarding the company's revenue growth and billings [3] - The company indicated that 40% to 50% of its accelerated firewall refresh, estimated to be a $450 million opportunity involving 650,000 units, was completed, yet this did not translate into stronger product revenue growth [3] Legal Actions - The Portnoy Law Firm is representing investors in claims related to corporate wrongdoing, highlighting the firm's history of recovering over $5.5 billion for aggrieved investors [4]

Core Viewpoint - 01 Quantum Inc. has successfully closed an equity financing round, raising approximately $2.35 million to strengthen its balance sheet and support its strategic initiatives in the quantum cybersecurity sector [1][3]. Financing Details - The financing involved the issuance of 4,892,499 units at an issue price of $0.48 per unit, resulting in gross proceeds of $2,348,399.52 [1]. - Each unit consists of one common share and one-half of a common share purchase warrant, with each full warrant exercisable at $0.75 for 36 months [2]. Use of Proceeds - The net proceeds from the offering will be utilized for product development initiatives, expanding sales and marketing teams, accelerating commercialization efforts, and general working capital needs [5]. Related Party Transaction - The company issued 200,000 units to a director, Tyson Macaulay, classifying the offering as a related party transaction. The company was exempt from obtaining a formal valuation and minority approval for this transaction [6]. Agent and Compensation - Hampton Securities Limited acted as the sole agent for the offering, receiving a cash fee of 7% of the gross proceeds and 342,475 compensation options, each allowing the purchase of one common share at the offering price for 36 months [4]. Company Overview - 01 Quantum Inc. specializes in post-quantum cybersecurity and remote access solutions, with its IronCAP™ product line being patent-protected in the U.S. [8].

Core Insights - Palantir Technologies Inc experienced a decline of over 4.0% following reports of significant cybersecurity issues in its battlefield communication system, which was co-developed with Anduril [1] Company Summary - The cybersecurity issues reported are serious and have raised concerns regarding the reliability of the communication system [1] - The decline in stock price indicates market reaction to the potential risks associated with the reported issues [1] Industry Context - The incident highlights the vulnerabilities in cybersecurity within defense technology, an area where both Palantir and Anduril operate [1] - The situation may prompt increased scrutiny and demand for enhanced security measures in similar technologies across the industry [1]

Core Viewpoint - A securities class action lawsuit has been filed against Fortinet, Inc. for allegedly making false and misleading statements regarding its business operations and product refresh cycle during the specified Class Period from November 8, 2024, to August 6, 2025 [1][2]. Allegations Against Defendants - The lawsuit claims that Fortinet misrepresented the profitability of its product refresh cycle, stating it would be lucrative despite it consisting of old products that were only a "small percentage" of the business [2]. - It is alleged that Fortinet concealed the true number of FortiGate firewalls eligible for upgrades, leading to a lack of transparency regarding its operational capabilities [2]. - The company reportedly misled investors by claiming that the refresh would gain momentum over two years, while in reality, it had pushed through about half of the refresh in just a few months by the end of the second quarter of 2025 [2]. - As a result of these actions, the statements made by Fortinet about its business, operations, and prospects were materially false and misleading [2]. Lead Plaintiff Process - Investors in Fortinet have until November 21, 2025, to seek appointment as a lead plaintiff representative of the class, which involves directing the litigation on behalf of all class members [3]. - The lead plaintiff is typically the investor or small group of investors with the largest financial interest and who are representative of the proposed class [3]. Firm Information - Kessler Topaz Meltzer & Check, LLP is known for prosecuting class actions and has a reputation for recovering billions for victims of corporate misconduct [4].