Core Viewpoint - F5, Inc. is facing a federal securities class action due to allegations of misleading statements regarding its security capabilities and a significant security breach that impacted its financial performance [1][2]. Group 1: Legal Action and Deadlines - Faruqi & Faruqi, LLP is investigating potential claims against F5 and reminds investors of the February 17, 2026 deadline to seek the role of lead plaintiff in the class action [1]. - The complaint alleges that F5 and its executives violated federal securities laws by failing to disclose the true state of the company's security capabilities [1]. Group 2: Financial Impact - On October 27, 2025, F5 announced fourth quarter fiscal year 2025 results that were significantly below market growth expectations for fiscal 2026, largely due to the security breach [1]. - The company reported expected reductions in sales and renewals, elongated sales cycles, terminated projections, and increased expenses related to remediation efforts [1]. - Following the announcement, F5's stock price fell from $290.41 per share on October 27, 2025, to $258.76 per share on October 29, 2025, marking a decline of 10.9% in just two days [1]. Group 3: Product Impact - The security breach primarily affected BIG-IP, F5's highest revenue product, which amplifies the financial implications of the breach on the company's overall performance [1].

AI Industry Updates - ByteDance released the image generation model Seedream 5.0, capable of generating images up to 4K resolution, emphasizing intelligent understanding and knowledge-driven capabilities, showcasing intense competition with Alibaba in the AI image generation sector [2] - Alibaba Cloud launched the next-generation image generation model Qwen-Image-2.0, a 7B model that supports 2K resolution image generation and excels in Chinese text rendering, marking a significant advancement in domestic AI image models for professional design and content creation [2] - OpenAI introduced the advanced code-specific AI agent model GPT-5.3-Codex, which shows significant performance improvements in benchmark tests and faster response times, representing a key evolution from code assistants to autonomous engineering agents [2] - The Chinese Academy of Sciences and other institutions released the world's first AI model "Feiyu-1.0" for the South China Sea, capable of intelligently analyzing complex interactions between the ocean and atmosphere, enhancing typhoon forecasting accuracy [3] - Google Chrome integrated AI features to transform the browser into a personal AI assistant, introducing a sidebar experience for direct interaction with Gemini for tasks like shopping comparisons and comment summaries [3] - Xmax AI launched the world's first real-time interactive video generation model X1, allowing users to interact with characters in images through their mobile cameras, marking a new phase in AI video generation [3] Cloud Services Updates - Amazon AWS introduced the "Climate Smart Cloud" service, achieving a PUE of 1.08, a new industry low, through innovations like immersion liquid cooling and AI dynamic temperature adjustment [4] - Alibaba Cloud and Saudi Telecom (STC) announced a $500 million investment to build the first "cloud-edge-end collaborative industrial cloud" in the Middle East, focusing on the energy and manufacturing sectors [5] - Baidu Smart Cloud launched "Wenxin AI Cloud Service 8.0," enhancing the training efficiency of 300 trillion parameter models by 250% and achieving a resource utilization rate of 97% [6] - Microsoft Azure partnered with Unilever to upgrade the "Consumer Insight Cloud Brain 3.0," optimizing supply chains across 200 countries with AI predictions achieving a 98% accuracy rate [7] Cybersecurity Updates - IBM announced a breakthrough in quantum computing with its 127-qubit processor "Eagle," successfully cracking the RSA-4096 encryption algorithm, prompting financial and governmental institutions to reassess encryption risks [8] - A new AI phishing attack method combining voice cloning and social engineering has emerged, leading to significant financial losses for banks in the U.S. [9] - The Ministry of Industry and Information Technology in China issued guidelines for AI security in industrial internet systems, mandating physical isolation of OT and IT networks and requiring AI models to undergo backdoor injection testing [9] - Qihoo 360 launched "Industrial Security Brain 3.0," reducing the false positive rate of AI protocol analysis to 0.2%, enhancing security for industrial control systems [10] - A cross-border data flow security alliance was established among the U.S., EU, and China to share intelligence on AI training data leaks and develop a whitelist for cross-border data flow [11]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against F5, Inc. due to allegations of federal securities law violations related to misleading statements about the company's security capabilities and a significant security breach impacting its operations and financial performance [2][4]. Company Overview - F5, Inc. is a publicly traded company on NASDAQ under the ticker FFIV, which has faced scrutiny following a security breach that allegedly compromised its ability to secure client data [2][4]. Legal Proceedings - A federal securities class action has been filed against F5, with a deadline of February 17, 2026, for investors to seek the role of lead plaintiff [2][7]. - The lead plaintiff is defined as the investor with the largest financial interest who directs and oversees the litigation on behalf of the class [7]. Financial Impact - On October 27, 2025, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, attributing this to the security breach [5]. - The breach led to expected reductions in sales and renewals, elongated sales cycles, and increased expenses for remediation efforts [5]. - Following the announcement, F5's stock price dropped from $290.41 to $258.76 per share, a decline of 10.9% within two days [6]. Security Breach Details - The complaint alleges that F5 and its executives failed to disclose the true state of the company's security capabilities, particularly regarding the security breach affecting its highest revenue product, BIG-IP [4][5]. Investor Communication - Faruqi & Faruqi encourages investors who suffered losses in F5 to contact them directly to discuss their legal options [1][8].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit, indicating potential compensation for affected investors [1][2]. Group 1: Class Action Details - The class period for the F5 securities lawsuit is from October 28, 2024, to October 27, 2025, and the lead plaintiff deadline is February 17, 2026 [1]. - Investors can join the class action without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must act by the specified deadline to serve as lead plaintiff [2]. Group 2: Law Firm Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [3]. - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013, recovering hundreds of millions for investors [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in handling significant cases [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misrepresented the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized its clients' security and the company's future prospects, contrary to the optimistic claims made by the company [4]. - The lawsuit asserts that when the true situation became known, investors suffered damages as a result of these misrepresentations [4].

Core Viewpoint - Palo Alto Networks, Inc. (PANW) has experienced significant stock underperformance despite strong earnings, raising concerns among investors regarding its acquisition strategy and market conditions [2][6]. Company Overview - Founded in 2005, Palo Alto Networks is based in Santa Clara, California, and specializes in network security solutions for enterprises, service providers, and government entities globally. The company has a market capitalization of $111 billion and offers products like Prisma Access, Strata Cloud Manager, and Prisma AIRS to secure customers' AI ecosystems [1]. Stock Performance - PANW shares have declined 15% over the past 52 weeks and 13.5% year-to-date (YTD), underperforming the S&P 500 Index, which has returned 14% over the same period [2]. - The stock has also underperformed the State Street Technology Select Sector SPDR ETF (XLK), which rose 20.2% over the past 52 weeks [3]. Earnings and Analyst Ratings - On November 21, PANW shares fell over 7% despite better-than-expected Q1 2026 earnings, surpassing Wall Street estimates for revenue and EPS. However, the planned acquisition of Chronosphere raised investor concerns about its risk and cost [6]. - Analysts expect PANW to report a 26.8% year-over-year growth in adjusted EPS to $2.08 for the fiscal year ending in June. The company has a mixed earnings surprise history, surpassing or meeting estimates in three of the last four quarters [7]. - The consensus rating for PANW is "Strong Buy," with 35 out of 50 analysts recommending "Strong Buys," three "Moderate Buys," and 12 "Holds" [7]. Price Targets - Needham analyst Mike Cikos maintained a "Buy" rating for PANW with a price target of $230, indicating a potential upside of 42.9% from current market prices. The mean price target of $227.66 and the Street-high target of $265 suggest possible increases of 42.9% and 66.3%, respectively [9].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against F5, Inc. due to allegations of violations of federal securities laws related to misleading statements about the company's security capabilities and a significant security breach [2][4]. Group 1: Legal Investigation - The law firm is encouraging F5 investors who suffered losses exceeding $50,000 to contact them for discussing legal options [1]. - A federal securities class action has been filed against F5, with a deadline of February 17, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that F5 and its executives failed to disclose the true state of the company's security capabilities, particularly during a significant security breach [4]. Group 2: Firm Background - Faruqi & Faruqi, LLP is a national securities law firm with a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [3]. - The firm has offices in New York, Pennsylvania, California, and Georgia, indicating a broad operational footprint [3]. Group 3: Call for Information - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding F5's conduct [6].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - The Class Period for the F5 securities is from October 28, 2024, to October 27, 2025, and the lead plaintiff deadline is February 17, 2026 [1]. - Investors who purchased F5 securities during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience and resources [3]. - Rosen Law Firm has a history of success in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misrepresented the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, leading to investor damages when the truth was revealed [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit, indicating potential compensation for affected investors [1]. Group 1: Class Action Details - The class period for the F5 securities lawsuit is from October 28, 2024, to October 27, 2025, and the lead plaintiff deadline is February 17, 2026 [1]. - Investors can join the class action without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must act by the specified deadline to serve as lead plaintiff [2]. Group 2: Law Firm Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [3]. - The firm has been ranked highly for its number of securities class action settlements, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3]. - Founding partner Laurence Rosen has received recognition as a leading figure in the plaintiffs' bar, and many attorneys at the firm have been acknowledged by legal publications [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misled investors regarding the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, contradicting the optimistic claims made by the company [4].

Core Viewpoint - F5, Inc. is facing a securities fraud lawsuit, with a lead plaintiff deadline set for February 17, 2026, for investors who purchased securities during the class period from October 28, 2024, to October 27, 2025 [1] Company Overview - F5, Inc. is alleged to have misrepresented its revenue outlook and growth potential during the class period, creating a false impression of stability and minimizing risks associated with seasonality and macroeconomic factors [1] - The lawsuit claims that F5's optimistic statements about its security capabilities were misleading, as the company was experiencing a significant security incident that jeopardized its clients' security and future prospects [1] Legal Context - The Rosen Law Firm is leading the class action, emphasizing its experience and success in securities class actions, having recovered hundreds of millions for investors, including over $438 million in 2019 [1] - Investors who purchased F5 securities during the specified class period may be entitled to compensation without upfront costs, through a contingency fee arrangement [1]

| . | | --- | | . | | = . | | . | | . 1 ロ | | ロ . - | | . | Q4 2025 Earnings Presentation February 5, 2026 Safe Harbor Statement Information, statements and projections contained in these presentation slides and related conference call concerning Fortinet's business outlook, the first quarter and full year 2026 guidance, and future prospects and expectations are forward-looking statements that involve risks and uncertainties. These forward-looking statements include statements regarding any indications rela ...