Industry Overview - Protecting data and technology systems is crucial in a highly connected world, with the average breach costing companies $4.4 million in damages [1] - The global cybersecurity market is expected to exceed $350 billion by 2030, indicating significant growth potential [1] Company Profile: SentinelOne - SentinelOne specializes in endpoint security, utilizing AI to proactively identify cyber threats [4] - The company has faced challenges, including losing key employees to rival CrowdStrike and remaining unprofitable due to competitive pressures [6] - Despite these challenges, SentinelOne is generating positive free cash flow and has $650 million in cash with minimal debt, indicating financial stability [7] Market Position and Valuation - Shares of SentinelOne have declined over 80% from their all-time high in late 2021, making it one of the most undervalued AI stocks on Wall Street [2] - Analysts project SentinelOne will reach $1 billion in revenue by the end of the current fiscal year, with an estimated growth rate of about 20% for the following year [8] - Compared to competitors like CrowdStrike and Palo Alto Networks, SentinelOne's stock is trading at a significantly lower price-to-sales ratio, suggesting it is undervalued [8][9]

Shares of Zscaler (NASDAQ: ZS) rose on Tuesday after the cloud protection specialist debuted a suite of new artificial intelligence (AI)-powered cybersecurity tools. As of 1:05 p.m. EST, Zscaler's stock price was up more than 3%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Cyber sentinels are struggling to defend against AI threats Companies are racin ...

CAMBRIDGE, Mass., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), has been named a Customers’ Choice in the January 2026 Gartner Peer Insights “Voice of the Customer” for Network Security Microsegmentation. Akamai earned a 99% recommendation rate and was one of two vendors to receive this in the report. Network security microsegmentation tools allow organizations to create dynamic access policies between individual assets and applications across cloud environments. Gartner define ...

Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent. ...

Core Viewpoint - F5, Inc. is facing challenges due to a cybersecurity incident that has led to a securities class action lawsuit, impacting its projected revenues for 2026 and resulting in a lowered price target from analysts [3][5][6]. Group 1: Company Overview - F5, Inc. is a leader in multi-cloud application security and delivery solutions, enhancing the security, performance, and availability of network applications, servers, and storage systems [1]. - The company partners with major cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform [1]. Group 2: Stock Performance and Analyst Outlook - The consensus price target for F5's stock has shown slight fluctuations, with the average price target at $310 last month, $299 last quarter, and $313.33 last year, indicating a stable outlook from analysts despite challenges [2][6]. - Credit Suisse has set a lower price target of $225 for F5, reflecting the potential financial implications of the cybersecurity incident [3][6]. Group 3: Legal Challenges - F5 is currently dealing with a securities class action lawsuit due to a cybersecurity incident discovered on August 9, 2025, which has negatively impacted projected revenues for 2026 [3][5][6]. - The lawsuit represents investors who purchased F5 securities between October 28, 2024, and October 27, 2025, following the company's disclosure of the cybersecurity breach [4].

Core Insights - Palo Alto Networks (PANW) is enhancing its focus on artificial intelligence (AI) model security, addressing the rapid adoption of AI in enterprises while many still lack adequate security measures [1][10] Group 1: Product Development and Integration - PANW launched Prisma AIRS 2.0 in Q1 FY26, integrating Protect AI for comprehensive AI protection, including real-time security for AI agents [2][10] - The partnership with Google Cloud was expanded in December 2025, integrating Prisma AIRS with Google Cloud's AI services, enhancing security for AI models and agents [3][10] - Prisma AIRS has also been integrated with other platforms like Factory, Glean, IBM, and ServiceNow, securing AI agents within existing customer tools [3] Group 2: Market Adoption and Financial Performance - The number of Prisma AIRS deals more than doubled sequentially in Q1 FY26, indicating increasing adoption and potential for future growth [4][10] - The Zacks Consensus Estimate predicts revenue growth of approximately 14.1% for fiscal 2026 and 13.2% for fiscal 2027 [4] Group 3: Competitive Landscape - Competitors such as CrowdStrike and SentinelOne are expanding their platforms and innovating with AI, with CrowdStrike integrating Charlotte AI into its security offerings [5][6] - SentinelOne reported a 23% year-over-year growth in annual recurring revenues, driven by the adoption of its AI-first platform [7] Group 4: Valuation and Earnings Estimates - PANW's shares have decreased by 9.9% over the past six months, compared to a 12.3% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.21X, below the industry average of 12.22X [12] - Earnings estimates for fiscal 2026 and 2027 suggest year-over-year growth of 14.9% and 12.3%, respectively, with recent upward revisions [15]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]

Core Insights - The concept of dating artificial intelligence (AI) is becoming mainstream, with 77% of online daters open to the idea and 59% believing in the possibility of developing romantic feelings for AI [1][6] - A significant loneliness epidemic is driving this trend, with 81% of people reporting feelings of loneliness, particularly among Gen Z and Millennials, where the figure rises to 89% [2][4] - Emotional isolation is leading individuals to seek deeper connections with technology, which presents new emotional and financial vulnerabilities that scammers are exploiting [2][7] Emotional Support and AI - Many online daters are turning to AI for emotional support, with 70% indicating they would use an AI chatbot for therapy after a heartbreak, and 78% trusting AI relationship coaches more than human friends or family for advice [4][6] - One in five respondents would talk to an AI chatbot to cope with a rough day, and 38% trust AI for emotionally safe or ethical dating advice [5][6] Vulnerabilities and Scams - As emotional bonds with AI deepen, vulnerabilities increase, with 44% of online daters reporting they have been targeted by dating scams, and 74% of those targeted falling victim [7][8] - More than half of those targeted have been pressured to send money, and 61% have been contacted by someone impersonating a celebrity or public figure [7] - Among those targeted, 53% shared personal information, and 38% sent money [7] AI and Digital Trust - The 2026 Norton Insights Report highlights the tension between the comfort provided by AI and the risks of emotional manipulation and fraud [8] - Norton offers tools like AI-powered scam detection and advanced security features to help protect online daters from scams and safeguard personal information [9]

Core Insights - Fortinet announced enhancements to FortiCNAPP aimed at improving cloud risk management by integrating network security posture, data security posture management, and runtime validation [1][2] Group 1: Cloud Security Challenges - Security teams face challenges due to growing complexity, limited resources, and skills gaps, making risk management across cloud environments difficult [2] - Nearly 70% of organizations report tool sprawl and visibility gaps as major barriers to effective cloud security according to the Fortinet 2026 Cloud Security Report [2] Group 2: FortiCNAPP Enhancements - FortiCNAPP incorporates network-level protection context into risk evaluation, providing a more accurate assessment of real exposure [3] - Native Data Security Posture Management (DSPM) enhances risk prioritization by including data sensitivity and exposure without requiring data movement [4] - The platform consolidates siloed security signals into a single actionable workflow, simplifying cloud risk operations [5] Group 3: Context-Driven Security Operations - Effective risk management requires understanding misconfigurations, vulnerabilities, existing protections, and the likelihood of real-world impact [6] - FortiCNAPP helps organizations reduce noise and improve decision-making by aligning security efforts with actual exposure and available resources [6] Group 4: Unified Risk Management Features - FortiCNAPP provides network-aware risk scoring by detecting FortiGate solutions along the internet-accessible path to cloud workloads [7] - It reduces false urgency by providing a realistic view of risk, enabling consistent understanding of exposure among security and network teams [7] - The platform identifies sensitive data, access patterns, and potential malware while supporting privacy and data governance requirements [7] Group 5: Business Impact and Prioritization - Risks affecting sensitive data are automatically elevated, allowing teams to focus on issues with the greatest potential impact [7] - Insights from various security aspects are unified into a single view, facilitating faster remediation and response [7][8]

Tenable One unifies AI discovery, protection and governance within a single exposure management platformCOLUMBIA, Md., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced general availability of Tenable One AI Exposure. With this release, the Tenable One Exposure Management Platform unifies AI protection, discovery and usage governance across the enterprise – including SaaS platforms, cloud services, APIs and agents. AI is deeply embedde ...