Wedbush发表研报指，网络安全服务提供商CrowdStrike将是2026年"押注网络安全与AI交汇主题"的最佳 投资方式之一。Wedbush维持对CrowdStrike的"跑赢大盘"评级及600美元目标价。 ...

智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年"押注网络安全与AI交汇主题"的最佳投资方式之一。该机构维持对 这家网络安全服务提供商股票的"跑赢大盘"评级以及高达600美元目标价，并补充表示，CrowdStrike在 2026年将是Wedbush所编制的IVES AI 30(美股AI科技30强)名单上的核心赢家。CrowdStrike 最新股价徘 徊在477美元，今年以来股价涨幅高达40%，Wedbush目标价意味着25%潜在涨幅，以及将突破11月创下 566美元这一历史最高位。 CrowdStrike——堪称是受益于全球AI大浪潮的网络安全巨头。随着全球进入AI时代，当前网络安全市 场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬 升，背后的逻辑主要在于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包 括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。 CrowdStrike已经将突破性的 ...

Core Viewpoint - A securities class action lawsuit has been filed against F5, Inc. for allegedly failing to timely disclose a significant cybersecurity incident that negatively impacted its stock price and business operations [1][2]. Group 1: Lawsuit Details - The lawsuit, titled Smith v. F5, Inc., seeks to represent investors who acquired F5 securities between October 28, 2024, and October 27, 2025 [1]. - The lead plaintiff deadline for the lawsuit is set for February 17, 2026 [4]. - The lawsuit focuses on the timing and adequacy of F5's disclosures regarding its cybersecurity response plan and the impact of the cybersecurity incident on its business and growth prospects, particularly concerning its F5 BIG-IP products [4][6]. Group 2: Cybersecurity Incident - On October 15, 2025, F5 disclosed that it had learned of a major cybersecurity incident on August 9, 2025, involving unauthorized access by a nation-state actor to its systems, including its highest revenue product, F5 BIG-IP [2][6]. - Following the disclosure, F5's stock price fell by $47.82, a decrease of 13.9%, over two trading days [6]. - The full impact of the incident became evident on October 27, 2025, when F5 reported Q4 and FY 2025 financial results, projecting revenue growth for 2026 to be only 0% to 4%, a significant decline from the 10% growth in 2025 [7]. Group 3: Investor Response - National shareholders rights firm Hagens Berman is investigating whether F5 adequately reported the breach and its implications for investors [3][8]. - The firm is encouraging F5 investors who experienced substantial losses to come forward and assist in the investigation [3][8].

The U.S. stock market on Thursday, December 25th, 2025, is experiencing a continuation of its year-end rally, with major indexes hovering near record levels in midday trading. Despite the traditionally quieter holiday period, investor sentiment remains largely positive, fueled by robust economic data, ongoing optimism surrounding artificial intelligence (AI), and a dovish stance from the Federal Reserve. Midday trading patterns indicate sustained momentum, albeit with lighter volumes typical of the festive ...

The U.S. stock market is closed today, Thursday, December 25, 2025, in observance of the Christmas Day holiday. This brings a pause to what has been a remarkable week for Wall Street, with major indices closing at or near all-time highs in a holiday-shortened session on Christmas Eve. Normal trading operations on the New York Stock Exchange (NYSE) and Nasdaq will resume on Friday, December 26, 2025.Premarket Activity and Futures MovementsWhile the main equity markets are shut, investors are reflecting on th ...

Since my last coverage , SentinelOne ( S) shares are down ~8% on macro-driven deal delays and trimmed FY26 guidance, yet fundamentals continue to improve. Platform adoption is accelerating, with non-endpoint solutions nearing half of bookings, triple-digit growth in Data Solutions, and Purple AI attachHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Account ...

Core Insights - SentinelOne (S) shares have decreased approximately 8% due to macro-driven deal delays and a reduction in FY26 guidance, although the company's fundamentals are showing improvement [1] Group 1: Financial Performance - Platform adoption is accelerating, with non-endpoint solutions approaching 50% of total bookings [1] - Data Solutions are experiencing triple-digit growth [1] Group 2: Strategic Focus - The company is emphasizing the integration of Purple AI into its offerings [1]

Group 1 - SentinelOne's stock is experiencing significant pressure in 2025 despite a modest valuation and expected growth rebound in upcoming quarters [1] - The company is seeing accelerating growth in net new ARR and RPO, along with improving margins [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with barriers to entry [1] Group 2 - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] - The firm targets smaller cap stocks and markets where competitive advantages are not immediately apparent [1] - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, while some industries may face stagnation or decline, potentially improving business performance due to reduced competition [1] Group 3 - The economic landscape is shifting towards asset-light businesses, leading to a declining need for infrastructure investments [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia over time [1] - Richard Durant, the leader of Narweena, holds degrees in engineering and finance and an MBA, and has passed the CFA exams [1]

The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) posted better-than-expected third-quarter results and raised its full-year 2026 revenue guidance. ...

此次收购旨在将ServiceNow在安全与风险解决方案的市场机会扩大三倍，并强化其在AI技术安全市场中 的地位，以构建未来的安全平台，应对智能体AI时代企业在部署AI时对智能信任与治理体系的需求。 Armis由以色列军方网络情报部门的资深人士创立，专注于识别和追踪各类设备上的安全威胁，服务于 医疗、金融和国防等多个行业，其年度经常性收入已达3亿美元。 交易完成后，ServiceNow计划将Armis的威胁防护服务数据整合到自身更大的网络安全产品体系中，以 提升客户抵御网络攻击的能力，提供预警、事件管理及分级处置。 ServiceNow将以77.5亿美元现金收购网络安全初创公司Armis，该交易是ServiceNow迄今最大规模的收 购，预计通过自有现金和债务组合融资，并计划于2026年下半年完成。 ...