Core Insights - Rapid7, Inc. reported strong financial performance for Q4 and full year 2025, exceeding guidance in annual recurring revenue (ARR), revenue, and profitability metrics [2][5][6] - The company emphasizes its innovative approach to AI-powered cybersecurity operations, which is gaining traction in the market [2] Financial Highlights Fourth Quarter 2025 - Total revenue reached $217 million, a 1% increase year-over-year, with product revenue at $209 million, also up 1% [6] - GAAP operating income was $2.3 million, while non-GAAP operating income stood at $30.1 million [6] - GAAP net income was $3.1 million, or $0.05 per diluted share, with non-GAAP net income at $32.1 million, or $0.44 per diluted share [6] - Free cash flow for the quarter was $32.3 million, with net cash provided by operating activities at $37.6 million [6] Full Year Fiscal 2025 - Full-year revenue totaled $860 million, a 2% increase year-over-year, with product revenue at $831 million, up 3% [5][6] - GAAP operating income for the year was $11.6 million, while non-GAAP operating income was $135.7 million [6] - GAAP net income for the year was $23.4 million, or $0.36 per diluted share, with non-GAAP net income at $151.8 million, or $2.08 per diluted share [6] - Free cash flow for the year was $130.1 million, with net cash provided by operating activities at $153.8 million [6] Customer Metrics - Rapid7 has over 11,500 total customers, with an average ARR per customer of approximately $72,000 [6] - The company launched Managed Detection and Response (MDR) for Microsoft, enhancing its offerings within Microsoft's security ecosystem [6] Recent Business Developments - Strategic partnerships were formed with ARMO for cloud security capabilities and with HITRUST to automate cybersecurity assurance [6] - The company was recognized as a 2026 Best Place to Work by Built In, highlighting its presence in key cities [6] - Rapid7 achieved its 300th cybersecurity patent, focusing on advanced AI and machine learning technologies [6] Guidance for 2026 - For Q1 2026, Rapid7 anticipates ARR of approximately $830 million, with revenue guidance between $207 million and $209 million [8] - Full-year 2026 revenue is expected to be between $835 million and $843 million, with non-GAAP income from operations projected between $108 million and $116 million [8]

Core Insights - Tenable Holdings, Inc. (NASDAQ:TENB) is recognized as one of the 14 oversold value stocks to consider for investment [1] - The company reported strong fourth-quarter and full-year results, highlighting the continued adoption of Tenable One and AI-driven security solutions [2] Financial Performance - In Q4, Tenable recorded a revenue growth of 11% year-over-year (YoY) to $260.50 million, with current billings increasing by 8% to $327.80 million [3] - The non-GAAP net income for Q4 rose 13% YoY to $57.30 million, although the company reported a GAAP net loss of $0.70 million [3] - For the full year 2025, Tenable achieved revenue of $999.4 million, also up 11% YoY, with non-GAAP net income at $194.40 million and unlevered free cash flow growing to $277.00 million [4] Shareholder Returns and Guidance - During Q4, Tenable added 502 enterprise customers and expanded its share repurchase program by $150 million [3] - For 2026, the company expects revenue to be between $1.065 billion and $1.075 billion, with non-GAAP EPS projected in the range of $1.81 to $1.90 [5] - Management's optimism is based on strong platform adoption, AI integration, and operational efficiency [5] Business Focus - Tenable specializes in developing cybersecurity solutions, with a portfolio that includes tenable.io, tenable.sc, and Nessus Professional, serving various sectors such as finance, healthcare, energy, cloud, and retail [5]

Core Viewpoint - Stifel Nicolaus has set a price target of $200 for Palo Alto Networks, indicating a potential increase of about 20.48% from its current trading price of $166, despite facing challenges from competitors [1][6]. Company Overview - Palo Alto Networks is a leading cybersecurity company with a diverse stream of recurring revenue and currently holds a strong market share [2][6]. - The company has achieved a steady 16% year-over-year revenue growth and robust profitability in the first quarter of fiscal year 2026 [5]. Competitive Landscape - Increasing competition from companies like Fortinet, Microsoft, and CrowdStrike is impacting Palo Alto Networks' subscription growth and market share [2][6]. - Fortinet is gaining favor due to its strong profitability and impressive revenue growth, posing a significant challenge to Palo Alto Networks [2]. Valuation Metrics - Palo Alto Networks is trading at a premium valuation, with a forward 12-month P/E ratio of 74.26, which is higher than the Zacks Security industry's average of 73.32 [3][6]. - Competitors such as Check Point Software, Fortinet, and Okta have lower P/E multiples of 19.67, 30.76, and 23.66, respectively, indicating potential overvaluation for Palo Alto Networks [3]. Growth Concerns - There are growing concerns about Palo Alto Networks' near-term upside due to slowing revenue and Next-Generation Security (NGS) Annual Recurring Revenue (ARR) growth [4]. - The company's fiscal year 2026 guidance suggests further moderation in growth trends, with indications of deceleration in revenue and remaining performance obligations (RPO) [5]. Investment Rating - Despite recent operational strengths, Palo Alto Networks is currently rated as a sell due to concerns over soft guidance, various risk factors, and its premium valuation [5].

When ransomware attacks hit the headlines and data breaches dominate the news cycle, cybersecurity stocks tend to rally. ...

Core Insights - The Themes Cybersecurity ETF (NYSEARCA:SPAM) offers investors a way to gain exposure to the evolving cybersecurity sector without the need to analyze individual companies [2][3] - Launched in December 2023, SPAM is heavily weighted towards information technology at 65%, with a smaller allocation to industrials [3] - The fund holds a diversified portfolio of 36 holdings, with Akamai Technologies (NASDAQ:AKAM) being the largest at 6%, followed by Qualys (NASDAQ:QLYS) and CACI International (NYSE:CACI) [4] Fund Structure and Fees - SPAM charges a 0.35% expense ratio, which is considered middle tier for thematic ETFs, reflecting the specialized nature of cybersecurity exposure [5] - The fund currently has $2.4 million in assets under management, which may create trading friction for larger positions [5] Performance Analysis - Since its launch, SPAM has gained approximately 19.4%, which is significantly lower than the S&P 500's performance, which was nearly four times greater during the same period [6][7] - The performance gap has widened as cybersecurity stocks face challenges while the broader market continues to rise [6]

Core Viewpoint - Frequency Holdings Inc. has relocated its Manhattan office to 14 Wall Street, enhancing its presence in the financial district as the company expands its executive, investor, and capital market activities [1][2]. Group 1: Company Expansion - The relocation is part of Frequency's ongoing expansion in New York, following the opening of its first Manhattan office last year [2]. - The move to Wall Street was prompted by an opportunity from property management, reflecting the company's increased activity in the area [2]. Group 2: Leadership and Strategy - CEO Rick Jordan has been spending significant time in New York, engaging in client meetings and discussions focused on agentic AI, cybersecurity, and capital strategy for the next three years [3][4]. - The Wall Street location is intended to enhance the company's visibility and influence within the financial and investment community, supporting its growth plans and those of its subsidiaries, including ReachOut Digital Intelligence [4][5]. Group 3: Company Profile - Frequency Holdings Inc. is a technology-focused holding company that operates in cybersecurity, AI, and digital identity, aiming to build a nationally recognized brand in cybersecurity-first IT services for small and medium-sized businesses (SMBs) [5][9]. - The company employs a strategy of acquiring and scaling high-growth ventures while maintaining operational independence, with a focus on long-term equity value [9]. - Frequency's flagship subsidiary, ReachOut, provides 24/7 threat protection and compliance support through a subscription model, targeting managed service providers (MSPs) with revenues between $500K and $2M [9].

Earnings Reports - More than half of the S&P 500 companies have reported Q4 earnings, with 79% beating expectations, indicating strong performance [2] - S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [2] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [2] Economic Indicators - January nonfarm payrolls are expected to increase by +68,000, with the unemployment rate remaining at 4.4% [3] - January average hourly earnings are anticipated to rise by +0.3% month-over-month and +3.7% year-over-year [3] - December retail sales were unchanged month-over-month, falling short of expectations of +0.4% [4] - The Q4 employment cost index rose by +0.7% quarter-over-quarter, the smallest increase in 4.5 years [4] Stock Market Movements - Cybersecurity stocks are performing well, with Atlassian up more than +4% and Zscaler up more than +3% [10] - AI-infrastructure stocks are under pressure, with Western Digital down more than -8% [11] - Ichor Holdings is up more than +34% after forecasting Q1 adjusted EPS significantly above consensus [12] - Spotify is up more than +17% after reporting a record 38 million monthly active users, exceeding expectations [12] Company Forecasts - Credo Technology Group is up more than +10% after forecasting preliminary Q3 revenue well above consensus [13] - Masco is up more than +9% after forecasting full-year adjusted EPS above consensus [13] - Coca-Cola is down more than -1% after reporting Q4 net revenue below consensus [16]

Vega raises $120M Series B to rethink how enterprises detect cyber threats https://t.co/JdyIpDP4j2 ...

(Primary Standard Industrial Classification Code Number) Cayman Islands 7373 Not Applicable (I.R.S. Employer Identification No.) 28 Genting Lane, #05-07, Platinum 28, Singapore 349585 As filed with the U.S. Securities and Exchange Commission on February 10, 2026. Registration No. 333-292044 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified ...

Alphabet's Google gained unconditional EU antitrust approval on Tuesday for its $32 billion acquisition of cybersecurity company Wiz, its biggest ever deal, after regulators said the deal would not ra... ...