The recent wave of cyberattacks against Japanese businesses has exposed critical weaknesses in the country’s corporate digital defenses, fueling fears of further disruption to sales and supply chains.In the past month, Asahi Group Holdings Ltd. was forced to take its distribution system offline and revert to phone orders for beer and beverages after a ransomware attack, while retailers relying on Askul Corp. lost access to their e-commerce platforms.The surge reflects a combination of factors, including the ...

Sunnyvale, California-based Fortinet, Inc. (FTNT) provides cybersecurity and networking solutions worldwide. It offers network security appliances and unified threat management network security solutions to enterprises, service providers, and government entities. With a market cap of $65 billion, Fortinet’s operations span various countries in the Americas, EMEA, and the Indo-Pacific. The cybersecurity giant is set to unveil its third-quarter results after the market closes on Wednesday, Nov. 5. Ahead of ...

Core Insights - The Red Canary report highlights the increasing pressure on security leaders to address cybersecurity threats and manage complex technology stacks despite rising investments in security measures [2][6]. Group 1: Financial Impact of Cyber Incidents - Security leaders estimate that cyber incidents cost their organizations an average of $3.7 million over the past year, with 46% experiencing service outages or disruptions due to attacks [2]. - 80% of security leaders report spending more on security than ever, yet breaches and threats continue to escalate [6]. Group 2: Challenges in Security Operations - Security operations center (SOC) teams are struggling to secure cloud environments, identities, and AI technologies amid evolving threats, which amplifies the risk and business impact of cyberattacks [2]. - The attack surface has widened by 41% in the past 12 months, and 73% of security leaders indicate that the time from detecting an attack to resolution has increased [6]. Group 3: Role of AI in Cybersecurity - 85% of security leaders believe that failing to automate more will result in being overwhelmed by missed threats, while 78% view concerns about AI-generated attacks as exaggerated [4][7]. - AI is currently being utilized in security operations for detection analytics (65%), intrusion detection (59%), and SIEM management (54%) [7]. Group 4: Skills and Resource Shortages - 75% of organizations report skills shortages in intrusion detection, and 72% face shortages in incident response [6]. - Security leaders express concerns that while AI can enhance speed, it may ultimately reduce the ability of teams to solve problems independently [7].

Core Insights - OMC Financial Services LTD has acquired a new equity position in Palo Alto Networks, purchasing 21,730 shares valued at approximately $4.42 million during Q3 2025 [1][2] - As of September 30, 2025, Palo Alto Networks constituted 1.64% of OMC's total U.S. equity holdings of $269.47 million, ranking outside the fund's top five holdings [2] - Palo Alto Networks' stock price was $211.82 as of October 20, 2025, reflecting an 11.95% gain over the past year, although it underperformed the S&P 500 by 1.8 percentage points [2] Company Overview - Palo Alto Networks is a leading provider of cybersecurity solutions with a comprehensive portfolio that includes hardware, software, and cloud-based offerings [4] - The company serves a diverse clientele, including medium to large enterprises, service providers, and government entities across various sectors such as financial services, healthcare, and telecommunications [6] - As of October 20, 2025, Palo Alto Networks had a market capitalization of $143.38 billion, with a trailing twelve-month (TTM) revenue of $9.22 billion and a net income of $1.13 billion [3] Financial Performance - Palo Alto Networks reported a 15% year-over-year revenue growth, reaching $9.2 billion for the fiscal year 2025, with expectations of continued double-digit growth in fiscal 2026, forecasting revenue around $10.5 billion [8] - The company's forward price-to-earnings ratio was approximately 50 following its fiscal fourth-quarter earnings report, indicating a high valuation despite strong performance [7] Strategic Positioning - The rise of quantum computing presents both a challenge and an opportunity for cybersecurity firms, as quantum devices could potentially breach existing cybersecurity measures [9] - Palo Alto Networks has introduced defenses against quantum computing attacks, positioning itself competitively as the adoption of quantum technology increases [10]

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the best long term low volatility stocks to buy right now. BofA lifted price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $240 from $215 on October 20, keeping a Buy rating on the shares. Palo Alto Networks, Inc. (PANW) Believes AI Robots Going Rogue Is Quite Difficult The firm told investors that the cybersecurity and networking sectors are continually benefiting from strong momentum, with fundamentals across networking exhibiting healthy patterns. ...

Core Points - The Gross Law Firm has issued a notice to shareholders of Fortinet, Inc. regarding a class action lawsuit related to alleged false statements made by the company during a specific period [1][3] - The class period for the lawsuit is from November 8, 2024, to August 6, 2025, during which Fortinet is accused of misrepresenting the potential profitability of its product refresh cycle [3][4] - Shareholders are encouraged to register for the class action by November 21, 2025, to potentially become lead plaintiffs and receive updates on the case [4] Allegations - The complaint alleges that Fortinet's management misled investors about the refresh cycle's profitability, claiming it would be more lucrative than it actually was, as it involved old products that represented a "small percentage" of the company's business [3] - It is also claimed that Fortinet did not have a clear understanding of the number of FortiGate firewalls eligible for upgrades and misrepresented the momentum of the refresh cycle, stating it would gain traction over two years while it was pushed through rapidly in just a few months [3] Next Steps for Shareholders - Shareholders who purchased FTNT shares during the class period should register to be enrolled in a portfolio monitoring system that will provide updates on the case [4] - There is no cost or obligation for shareholders to participate in the class action [4] About the Law Firm - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5] - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements or omissions [5]

Core Thesis - Qualys, Inc. is viewed as a resilient and profitable cybersecurity company with a strong subscription-based business model, offering a range of services that create high switching costs for customers [1][5]. Business Model and Financials - Qualys operates a cloud-based cybersecurity platform that provides services such as vulnerability management, compliance, patching, and endpoint detection, characterized by a capital-light and scalable SaaS model [2]. - The company boasts gross margins exceeding 70% and generates highly recurring revenue, contributing to strong free cash flow [2]. Market Position and Customer Base - Qualys serves over 10,000 customers across more than 130 countries, including many from the Forbes Global 100, which underscores its scale and trust in the cybersecurity market [3]. - The company's pricing power is enhanced by regulatory and compliance risks associated with replacing its platform, making its solutions indispensable for clients [3]. Competitive Landscape - While facing competition from companies like CrowdStrike, Tenable, Palo Alto, and Microsoft Defender, Qualys differentiates itself through the breadth and integration of its offerings, covering multiple aspects of cybersecurity in a single platform [4]. - Key risks include rapid innovation from competitors and pricing pressure from bundled IT solutions, but Qualys addresses these challenges through automation and a focus on compliance [4]. Investment Perspective - Qualys is considered a reliable long-term investment in the cybersecurity sector, offering steady growth with strong recurring cash flow and minimal downside risk, despite being less flashy than hypergrowth peers [5]. - The company's consistent execution and platform stickiness further enhance its attractiveness as a long-term investment option [5].

RADNOR, Pa., Oct. 22, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against Fortinet, Inc. (“Fortinet”) (NASDAQ: FTNT) on behalf of those who purchased or otherwise acquired Fortinet common stock between November 8, 2024, and August 6, 2025, inclusive (the “Class Period”). The lead plaintiff deadline is November 21, 2025. CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP: If you suffered Fortinet lo ...

With the S&P 500 pushing past macroeconomic risks and hitting new highs, I continue to emphasize the value of caution in today’s market. That doesn’t necessarily mean to cut off exposure to growth stocks entirely - but rather, to invest carefully in catalyst-driven names thatWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the indu ...

Cambridge, UK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Darktrace, a global leader in AI for cybersecurity, today launched the next phase of its global ‘Defend Beyond™’ campaign in partnership with actor Clark Gregg to celebrate the unseen heroes safeguarding the world’s digital infrastructure. The new collaboration debuts with a 60-second ad launching today across digital channels. The campaign shines a light on the frontline cybersecurity defenders who keep businesses, infrastructure, and societies running secur ...