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BlackBerry (BB): Earnings Beat, IoT Growth, Analyst Neutrality
Yahoo Finance· 2025-12-31 16:41
Core Insights - BlackBerry Limited (NYSE:BB) is recognized as one of the best stocks under $5 to buy, with RBC Capital reaffirming a Sector Perform rating and a price target of $4.50 following the company's Q3 FY26 earnings report [1] Financial Performance - BlackBerry reported Q3 2026 results on December 18, achieving total revenue of $141.8 million, which exceeded prior guidance and represented a 9% sequential increase from Q2, although it showed a 1% year-over-year decline [2] - The QNX IoT division achieved record quarterly revenue of $68.7 million, marking a 10% year-over-year growth, driven by deeper automotive penetration and expansion into adjacent markets [3] - Other revenue segments included Secure Communications at $67 million and Licensing and other revenue totaling $6.1 million [3] Guidance and Future Outlook - Management raised the full-year FY26 revenue guidance midpoint to $531-541 million from the previous $519-541 million, while maintaining adjusted EBITDA at $82-101 million and non-GAAP EPS at $0.11-0.15 [4] - The sustained momentum in QNX and Secure Communications is identified as key growth drivers for the company [4] Company Overview - BlackBerry Limited is a cybersecurity and software company that provides intelligent security software and services to enterprises and governments, with a portfolio that includes cybersecurity solutions, unified endpoint management, and QNX software for mission-critical applications [5]
RBC Capital Raises Netskope (NTSK) PT Following Impressive Public Debut and Accelerating ARR Growth
Yahoo Finance· 2025-12-31 16:33
Company Overview - Netskope Inc. (NASDAQ:NTSK) is a cybersecurity company that provides security, networking, and analytics solutions to enterprises and mid-sized companies globally [4] Financial Performance - For Q3 2025, Netskope reported a significant 33% year-over-year increase in revenue, reaching $184.2 million [2] - The company's annual recurring revenue (ARR) rose 34% to $754 million, while remaining performance obligations (RPO) surpassed $1 billion with a 41% year-over-year growth [2] - The firm raised $992.2 million in net proceeds from its September IPO [3] Market Position and Growth Drivers - Netskope is positioned to address an estimated $149 billion market opportunity, driven by cloud modernization and AI demand for its Netskope One platform [2] - The company has expanded its NewEdge private cloud network with new data centers in Malaysia, Toronto, Hawaii, and Oman, increasing its global footprint to over 120 data centers across 80 major metropolitan areas [3] Analyst Ratings - RBC Capital analyst Matthew Hedberg raised the price target on Netskope to $27 from $26 and maintained an Outperform rating on the shares following the company's impressive public debut and accelerating ARR growth [1][3]
Morgan Stanley Cautious on SentinelOne (S) Despite AI Growth, Revenue Beat Due to CFO Transition, Enterprise Sales Cycles
Yahoo Finance· 2025-12-31 16:33
Core Insights - SentinelOne Inc. is recognized as a promising low-priced technology stock by analysts, with recent price target adjustments from Morgan Stanley and Wedbush reflecting mixed sentiments about the company's future performance [1][2]. Financial Performance - For FQ3 2026, SentinelOne reported an annual recurring revenue (ARR) exceeding $1 billion, specifically reaching $1,055.3 million, which represents a 23% year-over-year increase [3]. - Total revenue for the same quarter grew by 23% to $258.9 million, up from $210.6 million in the previous year [3]. - The company projects revenue of $271 million for FQ4 and anticipates total revenue of around $1 billion for the full fiscal year 2026 [3]. Analyst Ratings and Price Targets - Morgan Stanley lowered its price target on SentinelOne to $18 from $20 while maintaining an Equal Weight rating, citing optimism about revenue performance but caution regarding a CFO transition and conservative management outlook [1]. - Wedbush also reduced its price target to $20 from $23, keeping an Outperform rating, noting that while the company beat expectations, a softer forecast is overshadowing its strong platform momentum [2]. Company Overview - SentinelOne operates as a cybersecurity provider, offering an AI-powered autonomous threat prevention, detection, and response platform to combat various cyber threats [4].
Netskope (NTSK) Surpasses Post-IPO Expectations with Record ARR and Robust AI-Driven Growth Targets
Yahoo Finance· 2025-12-31 16:25
Netskope Inc. (NASDAQ:NTSK) is one of the low priced stocks to buy with high upside potential. On December 12, Deutsche Bank analyst Brad Zelnick raised the firm’s price target on Netskope to $26 from $25, while maintaining a Buy rating on the shares. This sentiment was posted following the company’s FQ3 2025 earnings report. A day prior to this, Netskope Inc. (NASDAQ:NTSK) reported that the company reached an Annual Recurring Revenue of $754 million in FQ3 2026, which was a 34% year-over-year increase. ...
Cybeats and Scryb Announce Debt Settlement Agreement
TMX Newsfile· 2025-12-31 12:00
Core Viewpoint - Cybeats Technologies Corp. and Scryb Inc. have entered into a debt settlement agreement to settle a secured debenture of $1,200,000 through the issuance of 10,000,000 common shares at a deemed price of $0.12 per share, aimed at improving Cybeats' financial position for future growth [1][2]. Group 1: Debt Settlement Details - The debt settlement agreement is dated December 30, 2025, and involves the issuance of 10,000,000 common shares of Cybeats at a price of $0.12 per share [1]. - The debt settlement is subject to acceptance for filing by the Canadian Securities Exchange, and the issued shares will be subject to a four-month and one-day hold [2]. - The transaction is classified as a "related party transaction" since Scryb is a control person of Cybeats, and the companies will rely on exemptions from certain requirements under Multilateral Instrument 61-101 [3]. Group 2: Company Backgrounds - Cybeats Technologies Corp. specializes in cybersecurity, providing Software Bill of Material (SBOM) management and software supply chain intelligence technology to help organizations manage risk and comply with regulations [5]. - Scryb Inc. invests in and supports a portfolio of innovative ventures in the technology sector [6].
WCBR: Be Patient, Wait And See First
Seeking Alpha· 2025-12-31 00:15
Core Insights - WisdomTree Cybersecurity Fund ETF (WCBR) was launched in January 2021 and focuses on investing in cybersecurity companies [1] - The fund currently manages approximately $134 million in assets [1] Company Analysis - The analysis approach emphasizes fundamental evaluation of businesses before considering stock investments [1] - The focus is on identifying companies with above-average dividend yields, undervalued stocks, or struggling companies with turnaround potential [1] Educational Background - The analyst has studied Economics and Accounting at Wilfrid Laurier University [1] - The analyst holds designations in Certified Management Accounting (CMA CPA) and Certified Alternative Investment Analysts (CAIA) [1]
Palo Alto Network Stock Looks Poised for 2026 Breakout
Schaeffers Investment Research· 2025-12-30 19:15
Core Viewpoint - Palo Alto Networks Inc (NASDAQ:PANW) is expected to close 2025 with a modest 2.9% gain, but has struggled to surpass the $190 mark after failing to break the $200 level earlier this month. A historically bullish signal suggests potential for a rebound towards its all-time high of $223.61 in 2026 [1][2]. Group 1 - The stock is currently within 3% of its 12-month moving average, having closed above it for the past five months [3]. - Historical data indicates that similar signals have occurred seven times in the past 20 years, with the stock being higher one month later 71% of the time, averaging an 11.2% gain. Three months later, the average gain increases to 26.8%, with all returns being positive [3]. Group 2 - Options trading appears to be a favorable strategy for Palo Alto Networks, as the Schaeffer's Volatility Index (SVI) is at 26%, which is in the low 1st percentile of annual readings, indicating low volatility expectations from options traders [5].
CrowdStrike Holdings Unusual Options Activity For December 30 - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2025-12-30 18:01
Core Insights - Significant investors have adopted a bearish stance on CrowdStrike Holdings, with 48% of trades being bearish compared to 27% bullish [1] - The expected price range for CrowdStrike Holdings over the last three months is between $240.0 and $820.0 [2] Options Trading Activity - The mean open interest for CrowdStrike Holdings options trades is 433.95, with a total volume of 1,978.00 [3] - The largest options trades observed include multiple bearish put trades, indicating a negative sentiment among investors [6] Company Overview - CrowdStrike is a cloud-based cybersecurity firm specializing in endpoint, cloud workload, identity, and security operations, primarily offering its Falcon platform [7] - The company was founded in 2011 and went public in 2019 [7] Current Market Position - Recent expert ratings on CrowdStrike Holdings show an average target price of $537.0, with varying opinions from analysts [9] - The stock is currently trading at $475.96, reflecting a slight increase of 0.01% [11]
Top Wall Street analyst picks 5 AI stocks for 2026
Finbold· 2025-12-30 15:46
Core Viewpoint - Artificial intelligence (AI) is expected to be the dominant investment theme in global markets by 2025, with a shift in focus towards companies that can leverage AI for sustained revenue growth as 2026 approaches [1][2] Group 1: Companies Benefiting from AI Adoption - Microsoft (NASDAQ: MSFT) is anticipated to be a primary beneficiary as enterprises expand AI workloads in cloud environments, with Azure's growth trajectory expected to strengthen [3] - Apple (NASDAQ: AAPL) is included due to rising expectations that AI will significantly enhance its ecosystem, leading to new revenue streams and deeper user engagement [5] - Tesla (NASDAQ: TSLA) is positioned as an AI-driven growth story, with advancements in autonomous systems and robotics expected to influence market valuation [6] - Palantir Technologies (NASDAQ: PLTR) has emerged as a strong performer in enterprise AI adoption, with demand for its platforms driving a significant re-rating [8] - CrowdStrike (NASDAQ: CRWD) is highlighted as cybersecurity spending increasingly intersects with AI, with a growing demand for AI-enhanced security solutions [10][13] Group 2: Stock Performance - Microsoft shares were trading at $487, having rallied over 15% year-to-date [3] - Apple shares were trading at $272, with an 11% year-to-date gain [5] - Tesla shares traded at $460, reflecting a 21% year-to-date increase [6] - Palantir shares surged to $183, marking a 143% increase [8] - CrowdStrike shares were trading at $475, having rallied over 36% [10]
Cycurion Closes Transformative 2025 with $80 Million Contracted Backlog and Book Value of $2.00 Per Share – Accelerating into 2026
Globenewswire· 2025-12-30 13:45
Core Insights - Cycurion, Inc. has reported a successful year in 2025 with a contracted backlog of $80 million and plans to expand its AI-powered cybersecurity business in 2026 [1][2] Company Achievements - Cycurion was recognized in MSSP Alert's 2025 Top 250 MSSPs List, ranking No. 116, marking its first evaluation for this prestigious recognition [3] - The company announced a pro-rata dividend of $500,000 in common shares for existing shareholders, with a distribution ratio of 0.0080 per share [4] - Cycurion entered into a securities purchase agreement for 1,657,460 shares at $3.62 per share, generating approximately $6 million in gross proceeds [5] - The company was awarded a position on the State of Florida's Management Consulting Services State Term Contract, allowing it to provide consulting services to state agencies [6] Financial Performance - For Q3 2025, Cycurion reported revenue of $3.83 million, a decrease of 13.9% year-over-year, and $11.59 million for the nine months ended September 30, 2025, down 15.4% year-over-year [9] - Gross profit for Q3 2025 was $0.27 million, reflecting a 7.1% margin, while the nine-month gross profit was $1.18 million with a 10.2% margin [9] - Total assets increased by 26.4% to $32.31 million, with cash rising to $3.65 million from $0.04 million at year-end 2024 [10] Future Projections - Cycurion forecasts a run-rate revenue of approximately $4.17 million for Q1 2026, translating to an annual run rate of about $16.66 million [12] - The company expects significant revenue growth from new contracts, including a forecasted increase in monthly contributions from a new SLG contract [11] - Cycurion is actively expanding its partnerships with federal and state agencies, enhancing its role in the cybersecurity landscape [16]