Core Insights - Insider buying activity has been observed in Salesforce and SentinelOne, indicating potential confidence from executives in these companies as they head into the new year [1][3]. Salesforce - Salesforce Director David Blair Kirk purchased over 1,900 shares for more than $500,000 in mid-December, while activist firm ValueAct acquired an additional $25 million worth of Salesforce stock [2]. - The stock is currently trading at a forward price-to-sales (P/S) ratio of 4.7 times and a forward price-to-earnings (P/E) ratio of approximately 17.5 times based on 2026 analyst estimates, making it appear attractively priced [4]. - Salesforce has positioned itself as a leader in AI by acquiring Informatica and launching Data 360, which could drive significant growth as the company pivots towards becoming an AI agent company [6]. SentinelOne - Director Mark Peek bought nearly $600,000 worth of shares in mid-December, reflecting confidence in the company's future [3]. - SentinelOne has reported a revenue growth of 23% last quarter, yet it trades at a forward P/S ratio below 4.5 times 2026 analyst estimates, indicating it is undervalued compared to larger competitors [7]. - The company is expected to benefit from its partnership with Lenovo and its Singularity Data Lake product, which offers secure data queries at a lower cost and faster speed than competitors like Splunk [9].

Core Viewpoint - OneSpan Inc. is expanding its mobile security capabilities through the acquisition of Build38, aiming to enhance its App Shielding offerings and provide stronger protection against mobile application attacks [2][3][4]. Group 1: Acquisition Details - OneSpan signed a definitive agreement to acquire Build38, a company specializing in next-generation mobile application protection [2]. - The acquisition is expected to close by March 2026, pending regulatory approvals and customary closing conditions [6]. Group 2: Security Enhancements - The integration of Build38's SDK-based security tools will enhance OneSpan's mobile security portfolio, providing deeper in-app protection against attacks targeting applications and devices [3][4]. - The acquisition will improve visibility into mobile app activities, addressing a common need among security teams [3]. Group 3: Market Position and Compliance - Build38 is recognized as a Sample Vendor in the Gartner Hype Cycle for Application Security, 2025, and is a leading provider in Europe for securing mobile identities [5]. - The combined expertise of OneSpan and Build38 aims to elevate standards in mobile identity protection, particularly in regulated industries [5]. Group 4: Financial Information - OneSpan offers a quarterly dividend of $0.12 per share, resulting in a dividend yield of 4.12% as of January 29 [6].

Group 1 - Rapid7 Inc. is considered one of the best small-cap tech stocks to invest in currently, with recent price target adjustments from analysts [1] - Mizuho analyst Gregg Moskowitz reduced the price target for Rapid7 from $20 to $16 while maintaining a Neutral rating, citing valuation compression as a primary driver [1][2] - Truist also lowered its price target for Rapid7 from $18 to $14 with a Hold rating, anticipating strong Q4 results but conservative guidance for 2026 [3] Group 2 - The firm noted solid public cloud performance and strong AI adoption, but expressed concerns over moderate budget activity and the impact of AI-related disruption on software company multiples [2] - Despite steady demand from IT budget holders, software equities, including Rapid7, face significant headwinds [3] - Rapid7 provides cybersecurity software and services under various brand names, including Rapid7, Nexpose, and Metasploit [4]

Core Insights - CrowdStrike (CRWD) is enhancing its Falcon Next-Generation Security Information and Event Management (SIEM) with Charlotte AI, resulting in record net new annual recurring revenues (ARR) in Q3 of fiscal 2026, indicating increased customer demand [1][10] Product Development and Customer Adoption - Charlotte AI is designed to automate tasks such as triage, investigation, and response, significantly reducing the time required for these tasks from four days to minutes, which is crucial for security teams managing large volumes of alerts and data [2] - A major European bank transitioned from its legacy SIEM to Falcon Next-Gen SIEM and Charlotte AI in a significant eight-figure deal, demonstrating CrowdStrike's success in replacing legacy systems [3] - A global healthcare customer also signed an eight-figure Falcon Flex contract, with Charlotte AI being central to its security operations transformation [3] Regulatory Approvals and Market Position - Charlotte AI received FedRAMP high authorization, allowing U.S. government agencies to utilize it through the Falcon platform in GovCloud, which is expected to enhance CrowdStrike's appeal to government and regulated customers [4] - The strong momentum of Next-Gen SIEM and the role of Charlotte AI in automation suggest a solid product combination that could drive growth in upcoming quarters, with Zacks Consensus Estimates indicating a year-over-year revenue increase of approximately 21% for fiscal 2026 and 2027 [5] Competitive Landscape - Competitors like Palo Alto Networks (PANW) and SentinelOne (S) are also expanding their platforms and innovating with AI, with PANW reporting a 29% year-over-year increase in Next-Gen Security ARR in Q1 of fiscal 2026 [6] - SentinelOne achieved a 23% year-over-year growth in ARR in Q3 of fiscal 2026, driven by the adoption of its AI-first Singularity platform [7] Financial Performance and Valuation - CrowdStrike's shares have decreased by 2.3% over the past six months, while the Zacks Security industry has seen a decline of 4% [8] - The company trades at a forward price-to-sales ratio of 20.32, significantly higher than the industry average of 12.45 [12] - Zacks Consensus Estimates for CrowdStrike's fiscal 2026 earnings suggest a year-over-year decline of 5.6%, while fiscal 2027 earnings are expected to grow by 28.8%, with recent upward revisions of 4 cents and 3 cents for the respective fiscal years [15]

Group 1 - Zscaler Inc. (NASDAQ:ZS) is recognized as a promising stock within the QQQ index, with Citizens reaffirming a Market Outperform rating and a price target of $355, highlighting strong client retention metrics despite some customers considering downgrades [1] - The typical onboarding duration for network security services is between 50 and 180 days, which leads to significant renewal activity for Zscaler Inc. as companies incur costs with both current and prospective vendors [2] - Mizuho upgraded Zscaler Inc. to Outperform, citing valuation support and the company's strong positioning in the SASE/Zero Trust market, despite concerns regarding near-term growth and a demand for more transparency on organic growth [3]

WISeSat.Space Brought Together Global Thought-Leaders to Davos to Address Quantum Security in Space Watch the entire roundtable discussion here: https://youtu.be/YDKj1nxbPdo Davos, Switzerland – January 30, 2026 – WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announced that during its Quantum Security Space Roundtable, held as part of the WISeKey Davos 2026 program, brought together thought-leaders from a variety ...

Cayman Islands 7372 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) 71 Fort Street, PO Box 500, George Town, Grand Cayman, Cayman Islands, KY1-1106 (646) 322-4459 (Address, including zip code, and telephone number, including area code, of registrant's principal executive offices) As filed with the U.S. Securities and Exchange Commission on January 30, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. ...

Market Overview - The hardware security modules (HSM) market is valued at USD 1.98 billion in 2025 and is projected to grow to USD 3.51 billion by 2031, with a CAGR of 10.02% from 2026 to 2031 [1][2]. Growth Drivers - The growth of the HSM market is driven by the increasing adoption of cloud-based services, the rise of digital payment infrastructure, and the expanding use of encryption technologies across various industries [2][3]. - Organizations in sectors such as BFSI, government, healthcare, and IT are deploying hardware-based cryptographic solutions to protect sensitive data and comply with global security standards [2]. Trends Influencing the Market - The shift towards instant payment systems is increasing the demand for payment-focused HSMs, as real-time settlement frameworks require rapid transaction validation [3]. - Cloud hyperscale providers are enhancing their security by integrating compliant, cloud-native key management into shared environments, which is driving regional adoption of HSMs [4]. Market Segmentation - The HSM market can be segmented by deployment type (On-Premise, Cloud HSM, Hybrid HSM), type (General Purpose HSM, Payment HSM, etc.), application (Payment Processing, Key Management, etc.), and end-user verticals (BFSI, Government, Healthcare, etc.) [5][6][7][8]. Regional Analysis - North America is experiencing steady adoption of HSMs, supported by regulatory alignment and modernization efforts among financial institutions [10][12]. - Asia-Pacific is emerging as the fastest-growing region due to rapid cloud infrastructure expansion and stricter data-sovereignty requirements [13]. Competitive Landscape - The HSM market is moderately consolidated, with key players focusing on product innovation and compliance-driven solutions [14][19].

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were pulling back sharply Thursday . (However, the S & P 500 and Nasdaq were off their worst levels of the session in late afternoon trading.) The biggest market story of the day has been the carnage in software. We have discussed the 12% decline in Microsoft shares — and how if management better allocates its compute resources tow ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Zillow Group (ZG) to Equal Weight from Underweight with a price target of $72, up from $66. The firm believes a lot of downside risks are priced into shares. Rosenblatt upgraded Fortinet (FTNT) to Buy from Neutral with a price target of $100, up from $85, ahead of the Q4 report on February 5. ...