Group 1: Analyst Ratings and Price Targets - Bernstein analyst Peter Weed upgraded Zscaler, Inc. (NASDAQ:ZS) to Outperform from Market Perform with a price target of $228, citing valuation and calling Zscaler the "cheapest" cybersecurity vendor [1] - RBC Capital analyst Matthew Hedberg lowered his price target on Zscaler to $250 from $290 while maintaining an Outperform rating, reflecting negative investor sentiment toward software [2] Group 2: Company Developments - Zscaler announced the acquisition of SquareX to enhance its zero-trust capabilities in the browser, aiming to redefine browser security with lightweight extensions [3] - The acquisition closed on February 5, 2026, although financial terms were not disclosed [3] Group 3: Growth Projections - Growth for Zscaler is expected to fall below 20% by 2028 and decline through 15% within five years, with new customer additions anticipated at a 25%–35% slower pace than pre-2024 levels [1]

Zscaler ( ZS ) investors are undoubtedly going through a frustrating drawdown. In fact, the stock has almost been cut in half from its peak in November. However, many will be hoping that the cybersecurity company's upcoming earnings report willI objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as they tend to paint a more ...

Core Viewpoint - Zscaler's stock has experienced a significant decline, nearly halving since its peak in November, leading to investor frustration, but there is hope for recovery with the upcoming earnings report [1]. Company Summary - Zscaler is a cybersecurity company that is currently facing a challenging market environment, as indicated by the substantial drop in its stock price [1]. - The company is expected to release its earnings report soon, which could provide insights into its financial health and future prospects [1]. Investment Analysis - The analysis emphasizes the importance of quantitative methods in identifying undervalued stocks, suggesting that numerical data often provides a clearer picture of a company's potential than narrative accounts [1]. - The author has a long-term investment background, having been active in the market since 2013, and has utilized extensive research and reading to inform investment strategies [1].

编辑：Aeneas 定慧 刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙 头CrowdStrike的股价直接原地跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对 性补丁，远超传统工具。 听起来，是不是只是一条平平无奇的技术更新？ Anthropic新杀器一发布，网络安全市场就尝到了血腥。 结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿 市值！ 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫 5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌3.8%，年内累计跌幅扩大至 ...

刚刚，Anthropic 发布代码安全工具 Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头 CrowdStrike 的股价直接原地跌超 6.5%，市 场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI 圈接连不断的地震还没停。昨天的 Gemini 3.1 Pro 刚刚亮相，紧接着就又来新炸弹了 —— 刚刚，Anthropic 发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 听起来，是不是只是一条平平无奇的技术更新？结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta 等安全股瞬间暴跌超 5%，总市值蒸发逾 100 亿美元，一夜就蒸发了百亿市值！ 仔细看，网络安全龙头 CrowdStrike 一度暴跌 6.5%，Cloudflare 重挫超 6%，SailPoint 大跌 6.8%，Okta 下挫 5.7%，Zscaler 跌 3.5%，Global X 网络安全 ETF 下跌 3.8%，年内累计跌幅扩大至 14% 一条 AI 功能更新，直接让 ...

【新智元导读】刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头CrowdStrike的股价直接原地 跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿市值！ 听起来，是不是只是一条平平无奇的技术更新？ 结果，消息一出，美股网络安全板块立刻集体跳水。 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌 3.8%，年内累计跌幅扩大至14% 一条AI功能更新，直接让一个千亿级的行业板块原地失血。 这不是波动， ...

新智元报道 编辑：Aeneas 定慧 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 【新智元导读】刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头CrowdStrike的股价直接原地 跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 听起来，是不是只是一条平平无奇的技术更新？ 结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿市值！ 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌 3.8%，年内累计跌幅扩大至14% 一条AI功能更新，直接让一个千 ...

Core Insights - Anthropic has launched Claude Code Security, an AI-driven tool designed to autonomously identify software vulnerabilities and suggest fixes, moving beyond traditional scanners that rely on known patterns [1][2] - The tool utilizes Anthropic's Opus 4.6 model, which has already detected over 500 previously unknown high-severity vulnerabilities in open-source projects [2] - Claude Code Security is positioned as a defensive measure in the cybersecurity landscape, where AI is increasingly used by attackers to exploit vulnerabilities [3] Product Features - The tool analyzes complete codebases, tracing data flow and inspecting component interactions, while providing severity ratings and human-readable explanations for identified issues [5] - Despite its advanced capabilities, the tool requires human intervention for applying fixes, ensuring that all changes are reviewed and approved by developers [5] Market Impact - The announcement of Claude Code Security led to a sell-off in cybersecurity stocks, as investors considered the implications of AI encroaching on a market traditionally dominated by specialized security vendors [4] - The competitive landscape is intensifying, with other companies like OpenAI also introducing automated cybersecurity tools, challenging established players such as CrowdStrike and Palo Alto Networks [6]

An upstart seems to be challenging the fundamental business model of cybersecurity businesses.Artificial intelligence (AI) is indisputably a disruptive technology. On fears that one currently strong industry it'll disrupt is cybersecurity, investors traded out of titles in the sector on Friday. One of the victims of this trend was Palo Alto Networks (PANW 1.52%), which saw its shares slide by 1.5% that trading session.Is Claude coming for them?These worries aren't new, but they were given some oxygen on Fri ...

消息引发网络安全板块集体抛售，Global X网络安全ETF下跌4.9%，收于2023年11月以来最低点。 （Global X网络安全ETF下跌4.9%） 网络安全股SailPoint暴跌9.4%，Okta跌9.18%，Cloudflare重挫8%。 Anthropic推出AI代码扫描工具引发行业忧虑，网络安全股集体重挫。 2月20日，Anthropic PBC发布了其Claude AI模型的新安全功能，该工具可扫描代码库中的安全漏洞，并提供针对性的软件补丁建议供人工审 核。目前该工具处于有限的研究预览阶段。 今年以来，iShares科技软件板块ETF已下跌逾23%，有望创下自2008年金融危机以来最大季度跌幅。 投资者日益担忧，AI工具使用户能够自行创建应用程序，将削弱对传统软件产品的需求，进而影响公司的增长、利润率和定价能力。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责 任自负。 ...