Palo Alto Networks Inc (NASDAQ:PANW) couldn't escape from the fallout in the tech sector amid rising geopolitical tensions. Tensions in the Middle East appeared to influence investors as they shifted away from growth names and into safe havens like gold. Still, cybersecurity represents a non-negotiable element within the broader innovation ecosystem. As such, PANW stock would seem to be a discount — and that's exactly how the smart money is playing it.For the March 20 expiration date, both call and put IV a ...

Investors with a lot of money to spend have taken a bullish stance on Fortinet (NASDAQ:FTNT).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with FTNT, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted ...

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 ...

Key Takeaways Fortinet to report Q4 on Feb. 5, guiding revenues of $1.825-$1.885B and non-GAAP EPS of 73-75 cents.FTNT highlighted AI data center moves, including Arista partnership and NVIDIA BlueField-3 integration.Fortinet guided Q4 non-GAAP operating margin of 34.5-35.5% amid planned infrastructure investments.Fortinet (FTNT) is scheduled to report fourth-quarter 2025 results on Feb. 5, after market close.The cybersecurity firm projects revenues between $1.825 billion and $1.885 billion. The Zacks Conse ...

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].

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- If you suffered a loss on your investment in F5, Inc. (“F5” or the “Company”) (NASDAQ:FFIV), contact Lauren Molinaro by email at investigations@kmllp.com, or fill out the contact form below to discuss your rights or interests in the securities fraud class action lawsuit at no cost. Investors have until February 17, 2026 to ask the Court to appoint them as lead plaintiff. Courts do not consider applications filed after this deadline. The lead plaintiff oversees the ...

Part of the Netskope One Platform, the new capabilities enable organizations to track provenance and lifecycle of data at rest, in motion, and in use, for compliance, investigation and policy implementation purposesSANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced Netskope One Data Lineage, providing visibility and analytics to help organizations track and assess the provenance of data everywhe ...

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].

SANTA CLARA, Calif., Feb. 3, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal second quarter 2026, ending January 31, 2026, after U.S. markets close on Tuesday, February 17, 2026. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. A live video webcast will be accessible from the "Investors" section of the Palo Alto Ne ...

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 ...