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Cloudflare Stock Pops on Brand-New "Overweight" Rating
Schaeffers Investment Research· 2025-12-02 16:41
Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]
SentinelOne Unveils New Innovations and Integrations with AWS to Accelerate Customers' AI Initiatives at AWS re:Invent 2025
Businesswire· 2025-12-02 16:01
MOUNTAIN VIEW, Calif. & LAS VEGAS--(BUSINESS WIRE)--AWS re:Invent 2025—SentinelOne® (NYSE: S), today announced a series of new innovations and integrations with Amazon Web Services (AWS) to accelerate AI initiatives and fuel AI-powered security outcomes through the intelligent use of data. Unveiled at AWS re:Invent 2025, these announcements include a series of new advance integrations between SentinelOne's AI-native Singularity cybersecurity platform and AWS Security Hub and with Amazon CloudWa. ...
Upwind to Secure the Next Generation of AI Infrastructure with NVIDIA
Businesswire· 2025-12-02 14:30
Core Insights - Upwind is enhancing its cloud security platform by integrating NVIDIA's AI technologies to secure AI workloads, focusing on real-time protection in GPU-powered environments [1][2][3] Company Overview - Upwind is a next-generation cloud security platform founded by Amiram Shachar and partners from Spot.io, which was sold for $450 million. The company has raised $180 million in funding since its inception in 2022 [8] Collaboration with NVIDIA - The partnership with NVIDIA aims to redefine runtime security for AI environments, addressing the challenges posed by sophisticated cyber threats and new attack surfaces [2][6] - Upwind utilizes NVIDIA NIM microservices to enhance its internal AI-driven security operations, improving performance in runtime analytics and threat modeling [3] Key Advantages of the Collaboration - The collaboration introduces five key advantages: enhanced performance through accelerated computing, deployment flexibility for sovereign and private clouds, cost-effective scalability for AI inference, strict data privacy enforcement, and tailored engineering for customer-specific AI environments [4] Security Validation and Testing - Upwind integrates NVIDIA Garak into its security validation layer for large language models, allowing for continuous validation against threats like prompt injection and data exfiltration [5] Strategic Vision - Upwind's broader AI security strategy includes AI workload runtime protection, vulnerability management, and API security, establishing a new standard for trusted AI where security and performance are aligned [7]
CrowdStrike (CRWD) Emerges as Agentic SOC Leader; KeyBanc Lifts Target to $570
Yahoo Finance· 2025-12-02 14:25
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On December 1, KeyBanc raised the firm’s price target on the stock to $570 from $510 and kept an “Overweight” rating on the shares. The firm is optimistic about Crowdstrike’s role as a consolidator and leader in agentic SOC. According to the firm, Crowdstrike is becoming a leader in its category and is best positioned to “deliver upon an agentic SOC strategy.” However, solid firm checks and positive qualitative feedba ...
CrowdStrike Holdings (CRWD) is Reaccelerating from Last Year’s Outage
Yahoo Finance· 2025-12-02 14:10
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the fund gained 5.7% (Institutional Shares) compared to the Russell 1000 Growth Index’s (R1KG) 10.5% gain and the S&P 500 Index’s (SPX) 8.1% return. The fund is up 14.4% YTD compared to 17.2% and 14.8% for the indexes. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-q ...
Rapid7 and HITRUST Partner to Automate Cybersecurity Assurance, Reducing Cost and Complexity Across Regulated Industries
Globenewswire· 2025-12-02 14:00
New collaboration integrates Rapid7 platform with HITRUST certification program to help organizations move from periodic audits to continuous complianceBOSTON, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Today, Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, and HITRUST, the leading provider of cybersecurity and AI assurances used in third-party and internal risk, security and compliance management, announced a strategic partnership to help organizations automate compliance and lower ...
Tego Cyber Reports First Quarter 2026 Financial Results
Accessnewswire· 2025-12-02 13:15
Record Revenue Growth, Strengthened Balance Sheet, and Breakthrough Ai Advancements Signal Accelerated Path Toward Profitability LAS VEGAS, NV / ACCESS Newswire / December 2, 2025 / Tego Cyber Inc. (OTCID:TGCB), a cybersecurity company delivering AI-driven threat intelligence and managed security solutions, today announced financial results for the three months ended September 30, 2025 ("Q1 2026"). Financial Highlights Revenue: Gross revenue increased from $107,481 for the three months ended September 30, 2 ...
Zscaler Awarded a 2025 AWS Partner Award
Globenewswire· 2025-12-02 13:00
Core Insights - Zscaler has been awarded the AWS Marketplace Partner of the Year (NAMER) for 2025, recognizing its significant contributions to innovation and customer solutions on AWS [1][2] - The partnership between Zscaler and AWS has resulted in record-breaking sales exceeding $1 billion, highlighting the effectiveness of their collaboration in driving cloud adoption and addressing critical use cases [2][3] Group 1: Award Recognition - Zscaler received the 2025 Geography and Global AWS Partner Award, showcasing its role in helping customers innovate and build solutions on AWS [1][2] - The award was announced during the Partner Awards Gala at AWS re:Invent 2025, emphasizing the importance of specialization and cooperation among AWS Partners [2][3] Group 2: Partnership Impact - The collaboration between Zscaler and AWS focuses on co-selling and co-innovating, which has led to significant sales achievements and customer empowerment in securely adopting cloud technologies [2][3] - Zscaler's leadership in Zero Trust security and AI is transforming how enterprises modernize their operations, bridging the gap between innovation and execution [6] Group 3: Performance Metrics - The AWS Partner Awards utilized a data-driven approach to evaluate partners' performance, ensuring objective and accurate measurements through third-party audits [4] - Finalists in the award categories represented the top three ranked AWS Partners, indicating a competitive landscape among AWS Partners [4] Group 4: Company Overview - Zscaler is a pioneer in zero trust security, serving a wide range of clients including large businesses and government agencies, and operates over 160 data centers globally [8] - The Zscaler Zero Trust Exchange platform combats billions of cyber threats daily, facilitating digital transformation and enhancing productivity for modern enterprises [8]
Akamai Accelerates API Monetization for AccuWeather® with New Zuplo API Gateway Partnership
Globenewswire· 2025-12-02 11:30
Streamlined workflows and enhanced developer experience drive revenue growth for the most trusted source of weather forecasts and warnings with proven Superior Accuracy™CAMBRIDGE, Mass., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced a partnership with Zuplo that is transforming how AccuWeather®, the most trusted source of weather forecasts and warnings with proven Superior Ac ...
U.S. Stock Futures Mixed as Tech Weakness and Bitcoin Volatility Weigh on Sentiment; Earnings Season Continues
Stock Market News· 2025-12-02 11:07
U.S. stock futures are showing a mixed performance this Tuesday, December 2nd, 2025, as investors navigate a cautious start to the trading month following a negative close for major indexes on Monday. While some benchmarks are attempting a rebound in premarket trading, lingering concerns over technology stock weakness and significant volatility in Bitcoin are influencing market sentiment.Premarket Trading and Futures MovementsAs the U.S. markets prepare to open, futures contracts for the major indexes are e ...