Group 1 - Cisco Systems is a global leader in networking equipment, cybersecurity, and enterprise infrastructure, making it a foundational player in the digital backbone of modern businesses [1] - The company has a steady cash flow, strong balance sheet, and a long history of dividend payments, appealing to value-focused investors [1] - Cisco is committed to returning capital to shareholders through ongoing share buybacks [1] Group 2 - Cisco's earnings have beaten expectations, with an outlook above consensus amid strong AI orders [1] - The company is currently in or near buy zones, indicating potential investment opportunities [1] - Cisco's partnership with IBM on quantum computing highlights its strategic initiatives in emerging technologies [1]

PALO ALTO, Calif. and HOD HASHARON, Israel, Feb. 03, 2026 (GLOBE NEWSWIRE) -- HP (NYSE: HPQ), the world’s largest printer provider, and Karamba Security, a global leader in product cybersecurity, announced today that HP has renewed its multi‑year agreement to license Karamba’s XGuard® software across HP’s printers. Modern printers are networked, cloud-connected, computing devices. As a result, they have become prime targets for attackers. Hackers exploit vulnerabilities in printer firmware, extract sensitiv ...

Core Insights - Fortinet (FTNT) is set to report its fourth-quarter 2025 results on February 5, with projected revenues between $1.825 billion and $1.885 billion, indicating a year-over-year growth of 11.91% based on the Zacks Consensus Estimate of $1.86 billion [1][8] - The company anticipates non-GAAP earnings per share in the range of 73-75 cents, with the consensus estimate at 74 cents, suggesting limited growth compared to the previous year [2][8] - Fortinet has consistently exceeded earnings expectations in the past four quarters, with an average surprise of 14.67% [2] Revenue and Earnings Guidance - Fortinet forecasts billings between $2.185 billion and $2.285 billion, reflecting approximately 12% growth at the midpoint, indicating steady performance [3] - The anticipated non-GAAP operating margins for the fourth quarter are between 34.5% and 35.5%, slightly down from the previous quarter's record margin of 37% due to planned infrastructure investments of $60 million to $110 million [6][8] Strategic Developments - The company has made significant announcements, including the launch of its Secure AI Data Center solution in partnership with Arista Networks, which promises faster deployments and improved performance [4] - Integration with NVIDIA BlueField-3 data processing units allows FortiGate virtual firewalls to operate directly on DPUs, addressing the growing AI data center market [5] - The launch of the Crime Stoppers International Cybercrime Bounty program highlights Fortinet's leadership in public-private cybersecurity collaboration [5] Market Position and Performance - The FortiSASE platform has shown over 100% year-over-year billing growth in the third quarter, indicating strong momentum despite different margin profiles compared to traditional hardware sales [6]

Core Viewpoint - Fortinet, Inc. has been downgraded by Scotiabank from Sector Outperform to Sector Perform, with a price target set at $85, due to concerns that the optimism surrounding its growth in 2026 is overstated [1][2]. Company Overview - Fortinet is recognized as a strong cybersecurity company that provides enterprise-level next-generation firewalls and network security solutions, utilizing artificial intelligence in its products [2][3]. - The company is considered legendary in its field, with a compelling offering in core secure networking [1]. Analyst Insights - The downgrade is based on recent quantitative analysis and feedback from Chief Information Security Officers (CISOs) at mid to large-sized enterprises, indicating a less optimistic outlook for Fortinet in 2026 [2]. - Analysts suggest that while Fortinet has potential, other AI stocks may present greater upside potential and lower downside risk [2].

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly misleading investors about its cybersecurity capabilities during a significant security breach [4]. Group 1: Lawsuit Details - The lawsuit covers investors who purchased F5 securities from October 28, 2024, to October 27, 2025, claiming that F5 made materially false statements regarding its security capabilities [4]. - F5 disclosed on October 15, 2025, that a nation-state threat actor had gained unauthorized access to its systems, leading to a significant drop in share price by approximately 10.70% [5]. - Following further announcements on October 27, 2025, regarding expected reductions in sales and increased expenses due to remediation efforts, F5's share price fell by about 10.9% [6]. Group 2: Investor Actions - Investors have until February 17, 2026, to apply to be appointed as lead plaintiff in the class action lawsuit, which allows them to oversee litigation and influence key decisions [2]. - The law firm Kirby McInerney LLP is handling the case and encourages affected investors to contact them for more information [8].

Core Insights - Netskope has launched Netskope One Data Lineage, enhancing visibility and analytics for organizations to track data provenance across its lifecycle, supporting compliance and policy implementation [1][3][4] Group 1: Product Features and Benefits - Netskope One Data Lineage allows organizations to visualize the movement of sensitive data, ensuring policy controls remain intact as data is reformatted across different document types [3][4] - The solution provides unprecedented visibility into data provenance, enabling detailed investigations after data breaches and proactive safeguarding of sensitive information [6][7] - Organizations can achieve strict governance over their data, ensuring that only authorized personnel have access to sensitive information, which is crucial for AI adoption [4][6] Group 2: Market Context and Challenges - The challenge of AI adoption necessitates safe governance of data and a verifiable audit trail, which legacy tools struggle to provide [2] - The increasing volume of sensitive data requires organizations to implement robust data protection measures to comply with evolving regulations [4][6] - The need for comprehensive data visibility is underscored by the rise of AI tools, which demand trust in the data that drives them [4][6] Group 3: Availability and Engagement - Netskope One Data Lineage is currently in preview for customers, with general availability expected in the first half of 2026 [4] - The company will showcase the Netskope One platform, including Data Lineage, at the RSA Conference in March 2026 [5]

Core Viewpoint - Cycurion, Inc. is positioned for strong revenue growth in 2026 due to a significant backlog of $80 million, which is approximately four times its fiscal year 2024 revenue, indicating a robust pipeline for future billable work [2][4]. Group 1: Financial Position and Valuation - Cycurion's current annual revenue stands at $15.67 million, highlighting the substantial growth potential from its backlog [2]. - The company is trading at a market capitalization of $10.68 million, which is below its fair value according to InvestingPro data [1]. - Litchfield Hills Research has set a price target of $7.00 for Cycurion, suggesting a significant upside potential, as this valuation reflects a 2.9x estimated 2026 revenue compared to a peer average of 9.0x, indicating a steep discount [5]. Group 2: Business Strategy and Market Focus - Cycurion is shifting towards higher-margin cybersecurity solutions, focusing on advisory services, managed services, and SaaS solutions primarily for state and local governments and small businesses, which are increasingly targeted by ransomware attacks [3]. - The company has a proven acquisition and integration model, operating as a unified platform under new leadership aimed at simplifying structure, improving margins, and scaling higher-value managed security offerings [4]. Group 3: Leadership and Market Outlook - Kevin Kelly, Chairman and CEO of Cycurion, expressed confidence in the company's undervaluation and the potential for long-term investors to be rewarded as the backlog converts into growing billable revenues [7]. - The global demand for advanced cybersecurity solutions is swelling, further supporting Cycurion's growth prospects [7].

Core Viewpoint - Palo Alto Networks will release its financial results for the fiscal second quarter of 2026 on February 17, 2026, after U.S. markets close, and will host a video webcast to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the fiscal second quarter 2026, ending January 31, 2026, will be announced after U.S. markets close on February 17, 2026 [1]. - A video webcast will take place on the same day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the financial results [1]. Group 2: Webcast Accessibility - The live video webcast will be accessible from the "Investors" section of the Palo Alto Networks website [2]. - A replay of the event will be available three hours after the conclusion of the webcast and will be archived for one year [2]. Group 3: Company Overview - Palo Alto Networks is recognized as a global leader in AI and cybersecurity, providing comprehensive AI-powered security solutions across various domains [3]. - The company serves over 70,000 organizations worldwide and emphasizes platformization to streamline security at scale [3].

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Palo Alto Networks, Inc. (NASDAQ:PANW) reported that it has acquired Chronosphere to address a major challenge in the AI era, which is the lack of clear visibility and security over the huge volumes of data used by modern businesses. Chronosphere helps customers see activity across their entire digital estate. With this deal, Palo Alto Networks, Inc. (NASDAQ:PANW) will be able to help organiza ...

Core Insights - Radware has launched the Agentic AI Protection Solution, the first of its kind in the industry, aimed at securing AI agents against emerging threats [1][2] - The global AI spending is projected to reach $2.5 trillion by 2026, with $51.3 billion allocated specifically for AI security solutions [2] - Radware's solution addresses a wide range of security risks associated with agentic AI, including prompt injection attacks and unauthorized data access [4][8] Group 1: Product Features - The Agentic AI Protection Solution utilizes automated behavioral analysis to provide real-time protection for AI agents [1][3] - It includes four strategic pillars: Discovery and Visibility, Intent-Based Security, Deep Integration, and Continuous AI Security Posture Management [4][5][6] - The solution is designed to align with industry standards such as the OWASP Top 10 for Agentic AI and employs the AI Vulnerability Scoring System (AIVSS) for risk assessment [7] Group 2: Market Context - The increasing deployment of autonomous AI agents in organizations highlights the need for robust security measures [2][3] - Radware's CEO emphasized the dual nature of AI, where businesses seek benefits while acknowledging the growing threat landscape [2] - The recent discovery of the ZombieAgent vulnerability underscores the critical need for enhanced security in agentic AI environments [8][10]