Cybersecurity Industry Insights - Cyberattacks are a primary concern for CFOs, with cybersecurity professionals experiencing increased stress due to the complexity of threats and ongoing risks [1][2] - A survey by ISACA revealed that two-thirds of cybersecurity experts find their roles more stressful than five years ago, with 63% citing the complexity of the threat landscape as the main stressor [2][3] - 43% of respondents believe an attack on their organization is likely within the next year, while only 41% are confident in their teams' incident-response capabilities [3][4] Types of Cyberattacks - The most common type of attack reported is social engineering (44%), followed by exploited vulnerabilities (37%) and malware (36%) [4] - Approximately one-third of cybersecurity professionals reported an increase in incidents this year [4] Staffing and Training Challenges - The cybersecurity sector faces persistent understaffing, with 55% of teams short-staffed and 65% having unfilled roles [7] - There is a decline in organizations training non-security staff for cybersecurity positions [7] AI in Cybersecurity - AI is increasingly utilized in cybersecurity, with 47% of respondents involved in developing AI governance practices, up from 35% last year [10] - The primary applications of AI in security operations include threat detection, endpoint security, and automating routine tasks [10] - Experts emphasize the need for human oversight in AI to avoid bias and errors in decision-making [9] CFOs and Working Capital Management - CFOs are leveraging working capital to unlock trapped cash and pursue market opportunities, even amid economic uncertainty [13][14] - The approach of using working capital strategically leads to higher operational efficiency and resilience during volatility [17] - Organizations led by strategic planners outperform their peers in operational efficiency and supplier integration [17]

Group 1 - Telos Corporation (NASDAQ: TLS) went public in late 2020, positioning itself as a pure play in the cybersecurity sector for the US government [1] - The cybersecurity market for the US government is characterized by high barriers to entry, stable budgets, and significant national security implications [1]

Group 1 - Okta, Inc. is projected to be a cybersecurity winner by 2025, with a potential upside of 60% [1] Group 2 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies to maximize shareholder equity [2] - The fund aims to break down financial jargon and complex macroeconomic concepts to enhance financial literacy [2]

Core Insights - The article highlights 13 tech stocks under $10 that present investment opportunities due to their potential for revenue growth, profit improvement, and market share expansion [2][6] - The current technology market is experiencing a boom, particularly driven by artificial intelligence, although not all AI-related companies are deemed worthy of their high valuations [3][5] - The methodology for selecting these stocks involved screening U.S.-listed tech companies under $10, with additional filters for market capitalization and upside potential [8] Group 1: Market Context - Many tech stocks under $10 are involved in rapidly growing sectors such as software, semiconductors, cybersecurity, and digital services [2] - Tom Lee from Fundstrat noted that the technology market is in a significant boom, with AI creating substantial growth opportunities, but cautioned that some companies may not sustain their high valuations [3] - Comparisons were made to the late 1990s, indicating that current valuations are more reasonable than those seen during that period, with Nvidia trading at approximately 26 times forward earnings compared to Cisco's 60 times at a similar stage in 1998 [4] Group 2: Investment Methodology - The selection process for the best tech stocks under $10 involved screening for companies trading below this price, with a minimum market capitalization of $300 million and an estimated upside potential exceeding 20% [8] - The final list was based on the number of hedge funds holding positions in each stock, indicating a level of confidence from institutional investors [9] Group 3: Featured Companies - **Blaize Holdings Inc. (NASDAQ:BZAI)**: Stock price at $3.90 with a potential upside of 99%. The company announced a partnership with Technology Control Company to enhance AI infrastructure in Saudi Arabia [11][12] - **Ribbon Communications Inc. (NASDAQ:RBBN)**: Stock price at $3.80 with a potential upside of 60%. The company launched an AI-powered automation platform, Acumen, aimed at modernizing network management for telecom operators [15][16]

Key Points CrowdStrike has always been an AI-first company. CrowdStrike's cybersecurity solutions are used by 300 of the Fortune 500 companies. The total addressable market for AI-native cybersecurity solutions is expected to reach $250 billion by 2029. 10 stocks we like better than CrowdStrike › Artificial intelligence (AI) isn't a new technology, but it has undoubtedly made more of a splash over the past few years. Cybersecurity company CrowdStrike (NASDAQ: CRWD) has been using AI since its fou ...

Core Viewpoint - The law firm Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against Fortinet, Inc. for alleged violations of the Securities Exchange Act of 1934, involving claims of misrepresentation regarding the company's product refresh cycle and its impact on business performance [1][3][4]. Group 1: Allegations of the Lawsuit - The lawsuit alleges that Fortinet's executives misrepresented the potential profitability of the product refresh cycle, claiming it would be lucrative despite it consisting of older products that represented a "small percentage" of the business [3]. - It is claimed that Fortinet did not have a clear understanding of the number of FortiGate firewalls eligible for upgrades, misleading investors about the refresh cycle's momentum [3][4]. - On August 6, 2025, Fortinet disclosed that it was "approximately 40% to 50% of the way through the 2026 upgrade cycle" by the end of Q2 2025, contradicting earlier statements and leading to a stock price drop of over 22% [4]. Group 2: Class Action Process - Investors who purchased Fortinet common stock during the specified class period (November 8, 2024, to August 6, 2025) have until November 21, 2025, to seek appointment as lead plaintiff in the lawsuit [1][5]. - The lead plaintiff will represent the interests of all class members and can select a law firm of their choice for litigation [5]. Group 3: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is recognized as a leading law firm in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [6]. - The firm has a strong track record, being ranked 1 in securing monetary relief for investors in securities class action cases for four out of the last five years [6].

Ami Luttwak, CTO of Wiz, breaks down how AI is changing cybersecurity, why startups shouldn't write a single line of code before thinking about security, and opportunities for upstarts in the industry. https://t.co/wfOVGtdBMJ ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Every Investor Should Watch. On September 24, Bernstein SocGen Group analyst Peter Weed reiterated a Market Perform rating on the stock with a $343.00 price target. The rating affirmation follows Crowdstrike’s three-day Fal.Con event last week. The stock moved up 10% following the event, reflecting how investors responded positively to the company’s announcements and demonstrations. Crowdstrike also extended its long-term guidance from the c ...

Core Viewpoint - Palo Alto Networks is a leading player in the cybersecurity industry, providing advanced security solutions to protect organizations from cyber threats [1] Company Overview - Palo Alto Networks competes with major firms such as Fortinet and Check Point Software Technologies [1] - The company's market capitalization is approximately $135.37 billion [3] Stock Performance - On September 26, 2025, an analyst from UBS set a price target of $245 for PANW, indicating a potential upside of about 21.29% from its trading price of $201.99 [2] - Over the past month, PANW shares have increased by 5.9%, outperforming the Zacks S&P 500 composite's 2.7% rise [3] - The stock is currently priced at $202.37, with a slight increase of 0.08% today, and has traded within a range of $200.62 to $203.55 today [3] - Over the past year, the stock has reached a high of $210.39 and a low of $144.15 [3] - The trading volume for PANW is 5,037,252 shares [3] Industry Context - The Zacks Security industry, in which Palo Alto Networks operates, has gained 9.1% recently, indicating a strong standing for the company within this sector [3] - Media reports can influence short-term price changes, but fundamental factors like earnings estimate revisions are crucial for long-term investment decisions [3]

Core Insights - Palo Alto Networks has seen a significant stock price increase of approximately 15% since mid-August, reflecting renewed investor confidence in its growth potential and positive guidance for future performance [1][2] Financial Performance - In the fourth quarter of fiscal 2025, Palo Alto Networks reported a revenue increase of 16% year over year, reaching about $2.5 billion, while the full fiscal year revenue grew by 15% to roughly $9.2 billion [4] - The company's remaining performance obligations (RPO) rose by 24% to $15.8 billion, and annual recurring revenue (ARR) from next-generation security increased by 32% to $5.6 billion [5] - Management's outlook for fiscal 2026 anticipates revenue between $10.48 billion and $10.53 billion, representing a growth of approximately 14% at the midpoint, with a non-GAAP operating margin near 29% and adjusted free cash flow margin of 38% to 39% [6] Competitive Landscape - The competitive context highlights Palo Alto's strong performance against peers, with CrowdStrike reporting a 21% revenue increase to $1.17 billion, Zscaler's revenue up 21% to $719 million, and Fortinet's revenue growing by 14% to $1.63 billion [7] - Palo Alto's combination of double-digit growth at scale and expanding RPO indicates solid demand for its integrated platform, which is crucial in a competitive cybersecurity market [7][8]