U.S. equity markets are facing a wave of selling pressure this Friday, February 27th, 2026, as a combination of hotter-than-expected inflation data and growing skepticism regarding the "AI revolution" weigh heavily on investor sentiment. After a month of relatively resilient trading, the final session of February has turned into a broad-based retreat, with major indexes tracking toward significant weekly losses.Market Performance RecapAs of midday trading, the major market indexes are firmly in the red. The ...

Financial Data and Key Metrics Changes - Full year 2025 adjusted net investment income (NII) was $1.22 per share, down from $1.52 in 2024 [4] - Annualized net asset income (NAI) return on equity (ROE) for the year was 12.3%, compared to 14.5% in 2024 [5] - Fourth quarter adjusted NAI was $0.25 per share, down from $0.30 in the previous quarter and $0.36 in the fourth quarter of 2024 [5] - Net asset value (NAV) declined 19% to $7.07 per share as of December 31, 2025, from $8.71 as of September 30, 2025 [6] Business Line Data and Key Metrics Changes - Non-accrual debt investments represented 4% of the portfolio at fair market value and 9.7% at cost, compared to 5.6% at fair market value and 14.4% at cost for the fourth quarter of 2024 [6] - The portfolio had a fair market value of $1.5 billion invested across 141 companies, with 92.4% in senior secured loans [11] - The average size of new investments in 2025 was $5.8 million, down from $11.7 million at the end of the previous year [12] Market Data and Key Metrics Changes - The weighted average effective yield of the portfolio was 11.1%, down from 11.5% in the previous quarter [12] - Investments during the quarter had a weighted average yield of 9.7%, while those exited had a yield of 11.1% [12] Company Strategy and Development Direction - The company aims to improve credit quality by resolving challenged credits and repositioning the portfolio for attractive returns [21] - The strategy includes deploying capital selectively into senior secured first lien loans and building a diversified portfolio to reduce concentration risk [22] - The company is leveraging BlackRock's resources to enhance investment capabilities and expand the pipeline of opportunities [23] Management's Comments on Operating Environment and Future Outlook - Management acknowledged disappointing write-downs but emphasized active management of the investment portfolio to maximize recoveries [21] - The company is focused on improving credit quality and executing its refined investment strategy [21] - Management noted that the road to recovery for challenged investments is rarely linear and requires diligent management [30] Other Important Information - The board declared a first quarter dividend of $0.17 per share, payable on March 31, 2026 [10] - The company repurchased 515,869 shares during the fourth quarter at an average price of $5.84 per share [10] Q&A Session Summary Question: At what point does it make sense to take more aggressive strategic adjustments to the BDC? - Management believes the best path forward is to focus on improving credit quality and executing the current investment strategy, which includes increasing first lien loans and portfolio diversification [26] Question: How should investors view the trend of restructurings not sticking? - Management indicated that restructurings can vary and the recovery process is not always linear, emphasizing the importance of a robust management process for challenged investments [30] Question: Was there a change in personnel or procedures that led to the recent NAV drawdowns? - Management confirmed there were no changes to the valuation policy and that the NAV drawdowns were concentrated among a few specific investments that experienced significant underperformance [35]

Core Insights - Atos has been recognized as a Leader in the ISG Provider Lens™ 2025 for Cybersecurity – Services and Solutions in the United States, marking its fifth consecutive year in this position [1][2] - The recognition highlights Atos' integrated, end-to-end cybersecurity capabilities, which include advisory strength, advanced security operations, and deep technical expertise [2] Group 1: Recognition and Market Position - Atos has maintained its leadership position in the U.S. cybersecurity market for five consecutive years from 2021 to 2025 [1] - The ISG Provider Lens™ report emphasizes the complexity of the U.S. cybersecurity landscape, where organizations face sophisticated threats and regulatory requirements [2] Group 2: Key Quadrants of Recognition - In the Strategic Security Services quadrant, Atos is noted for its structured consulting approach that aligns cybersecurity strategies with business objectives [3] - The Technical Security Services quadrant highlights Atos' expertise in hybrid cloud security, identity and access management, and infrastructure protection [4] - In the Next-Generation SOC/MDR Services quadrant, Atos is recognized for its AI-driven security operations model, which includes advanced analytics and multi-vector threat detection [5] Group 3: Operational Capabilities - Atos processes over 31 billion security events daily and supports more than 2,000 clients globally, showcasing its extensive operational capabilities [9] - The company operates a global network of 17 Security Operations Centers (SOCs) and employs over 6,500 cybersecurity experts [7] Group 4: Strategic Vision - Atos aims to help organizations build secure digital foundations that support long-term growth, resilience, and innovation in an evolving cyber risk landscape [9] - The company is committed to a secure and decarbonized future, providing tailored AI-powered, end-to-end solutions across various industries [12]

Group 1 - Zscaler (ZS) stock has experienced a significant decline of 23.8%, dropping from $219.67 to $167.36 within a month, with potential for further decline to $113 based on historical performance [2] - The stock has historically shown an average return of 24% in the 12 months following sharp dips, with a peak return of 38% [3][8] - Zscaler has faced six instances of a dip exceeding 30% within 30 days since January 1, 2010, indicating a pattern of volatility [5] Group 2 - The Trefis High Quality (HQ) Portfolio, which includes 30 stocks, has outperformed benchmarks like the S&P 500, achieving over 105% in cumulative return since inception [7] - The median time to peak return after a dip event for Zscaler is 232 days, with a median maximum drawdown of 23% within one year of a dip [8]

MONTREAL, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Quantum eMotion Corp. (“QeM” or the “Company”) (NYSE: QNC; TSXV: QNC; FSE: 34Q0), a leader in quantum-based cybersecurity solutions, is pleased to announce that it has entered into an agreement to acquire key technology assets through the acquisition of 100% of the issued and outstanding shares of SKV Technology Inc. (“SKV”), a California-based cybersecurity company (the “Transaction”). The assets include the SecureKey™ platform developed and commercialized by Jet ...

Zscaler Inc. (NASDAQ:ZS) on Thursday reported better-than-expected second-quarter financial results but slashed its FY26 sales guidance.The company reported quarterly earnings of $1.01 per share, which beat the analyst consensus estimate of 90 cents, according to data from Benzinga Pro. Quarterly revenue came in at $815.75 million which beat the analyst consensus estimate of $798.82 million."We believe Zscaler is the cybersecurity platform for the AI age — our in-line Zero Trust platform is uniquely archite ...

Core Viewpoint - Zscaler Inc. reported better-than-expected second-quarter financial results but reduced its fiscal year 2026 sales guidance, leading to a significant drop in share price [1][2]. Financial Performance - The company reported quarterly earnings of $1.01 per share, surpassing the analyst consensus estimate of $0.90 [1]. - Quarterly revenue reached $815.75 million, exceeding the analyst consensus estimate of $798.82 million [1]. Guidance Update - Zscaler raised its fiscal 2026 adjusted EPS from $3.99 to $4.02, compared to the previous estimate of $3.81 [2]. - The revenue outlook for fiscal 2026 was lowered to a range of $3.31 billion to $3.32 billion, slightly above the previous estimate of $3.3 billion [2]. Market Reaction - Following the earnings announcement, Zscaler shares fell by 13.4%, trading at $144.97 in pre-market [2]. Analyst Ratings and Price Targets - Needham analyst Mike Cikos maintained a Buy rating but lowered the price target from $310 to $180 [4]. - Piper Sandler analyst Rob Owens maintained a Neutral rating and reduced the price target from $260 to $185 [4]. - Citizens analyst Trevor Walsh maintained a Market Outperform rating while lowering the price target from $355 to $290 [4].

Key Takeaways CrowdStrike expects Q4 revenues of $1.29B-$1.30B and EPS of $1.09-$1.11. CrowdStrike's Falcon Flex ARR topped $1.35B, rising over 200% year over year in Q3.CrowdStrike trades at 16.19X forward P/S, above industry peers, amid rising expenses.CrowdStrike Holdings (CRWD) is scheduled to report its fourth-quarter fiscal 2026 results on March 3, 2025.CrowdStrike anticipates revenues between $1.29 billion and $1.30 billion for the fourth quarter of fiscal 2026. The Zacks Consensus Estimate for Crowd ...

U.S. stock futures are trending lower this Friday, February 27th, 2026, as investors grapple with a significant pullback in the technology sector and await critical inflation data. The market mood is one of cautious consolidation following a turbulent week dominated by high-stakes artificial intelligence earnings and shifting expectations for Federal Reserve policy. As the final trading day of February commences, the major indexes are looking to navigate a landscape of cooling tech enthusiasm and "sticky" w ...

Core Viewpoint - HUB Cyber Security Ltd. has announced that the Tivani Tier-1 Critical Minerals Project has entered its pre-construction stage, with HUB integrating its Trust Infrastructure to support the project's advancement towards a targeted production start in 2027 [1][2]. Group 1: Project Development - The Tivani project, located in Limpopo Province, South Africa, has begun detailed engineering, procurement alignment, and construction sequencing activities [2]. - The project contains approximately 519 million tons of titaniferous magnetite ore, with NI 43-101 compliant resources and secured mining rights [6]. - The transition into pre-construction is seen as a pivotal moment for the project, emphasizing its maturity and the focus on disciplined execution [2]. Group 2: Integration and Governance - HUB is embedding structured verification processes and governance controls aligned with engineering progression and contractor engagement as part of its integration into the Tivani project [2][3]. - The integration of trust architecture is aimed at supporting disciplined capital sequencing as the project progresses [3]. - HUB expects to achieve integration milestones in alignment with the construction and capital formation sequencing of the Tivani project [4]. Group 3: Company Overview - HUB Cyber Security Ltd. is a global provider of military-grade cybersecurity, confidential computing, and AI-driven Secured Data Fabric infrastructure, serving various sectors including governments and financial institutions [5].