Core Viewpoint - Fortinet (FTNT) is identified as the most attractive cybersecurity stock in the market due to its industry-leading margins, competitive growth, and aggressive share count reduction, while competitors are seen as dilutive and trading at higher valuations [1] Company Analysis - Fortinet has a growing ecosystem and is focused on shareholder-friendly capital allocation through buybacks and dividends [1] - The company is positioned to benefit from strong secular tailwinds, indicating a long-term growth runway [1] Investment Philosophy - The investment philosophy emphasizes accumulating quality compounders at a discount, with a focus on sustainable wealth built through long-term compounding rather than speculative investments [1] - The methodology involves deep fundamental analysis to identify asymmetric risk opportunities where the market may misunderstand a company's competitive advantages or future prospects [1] Market Position - Fortinet is compared favorably against competitors, which are trading at higher valuations and are considered dilutive [1] - The company is highlighted for its ability to maintain industry-leading margins while growing its market presence [1]

China has ordered domestic companies not to use software made by a number of U.S. cybersecurity companies, according to a report. ...

Core Insights - Tomer Weingarten, President and CEO of SentinelOne, executed an open-market sale of 125,429 shares for approximately $1.9 million on December 11, 2025, reducing his direct ownership by 10.29% [2][8] - The sale was part of a Rule 10b5-1 trading plan, which was pre-set in the summer of 2025, allowing for the exercise of stock options [11] - SentinelOne's stock fell 34% in 2025, and the company is facing operational challenges, including strong competition and slow financial growth, leading to a less optimistic outlook for 2026 [13] Transaction Summary - Shares sold: 125,429 [3] - Transaction value: ~$1.9 million [3] - Post-transaction shares held: 1,093,108 [3] - Post-transaction value of direct ownership: ~$16.5 million [3] Company Overview - Current stock price (as of January 13, 2026): $14.64 [5] - Market capitalization: $4.98 billion [5] - Revenue (TTM): $955.65 million [5] - 1-year price change: -34.70% [5] Company Snapshot - SentinelOne specializes in autonomous threat prevention and response solutions for complex IT environments, leveraging artificial intelligence for real-time protection [10] - The company serves organizations in the United States and internationally with cyber threat protection solutions [10] Insider Transactions - The recent sale of shares by Weingarten significantly exceeded his median of open-market sales, which was 60,864 shares [9] - Following the sale, Weingarten's total holdings of Class A shares are 1,145,608, valued at $17.42 million based on the closing price on January 6, 2026 [12]

Core Insights - CrowdStrike is acquiring Seraphic Security, a California-based firm specializing in browser runtime security, for an undisclosed price [1] - The acquisition aims to enhance CrowdStrike's Falcon platform by integrating Seraphic's browser-native protection, addressing a significant gap in cybersecurity [4] Company Overview - Seraphic Security, founded in 2020, operates in the enterprise browser security market and has developed patented technology to secure browsers [1][3] - The company's solution allows secure access to SaaS and private web applications from both managed and personal devices, eliminating the complexity and cost of VDI and VPN [2] Technology and Integration - Seraphic's technology is designed to be invisible to end-users and supports all browsers and SaaS desktop applications like Teams, Discord, Slack, and WhatsApp [3] - The integration will enable advanced security measures directly within popular browsers such as Chrome, Edge, Safari, and Firefox [4] Strategic Benefits - The acquisition will empower CrowdStrike's security operations center (SOC) by analyzing extensive endpoint data alongside real-time browser telemetry [5] - Key benefits of the integration include securing AI applications within the browser, implementing zero trust policies, and preventing data leaks with AI-driven content filtering [6] Financial Aspects - The financial terms of the acquisition include a combination of cash and stocks subject to vesting conditions, expected to finalize in CrowdStrike's first fiscal quarter of 2027 [7]

Jan 14 (Reuters) - Chinese authorities have told domestic companies to stop using cybersecurity software made by roughly a ​dozen firms from the U.S. and Israel due ‌to national security concerns, two people briefed on the matter said. Broadcom-owned VMware, Palo ‌Alto Networks and Fortinet are among the U.S. firms whose cybersecurity software has been banned, while Check Point Software Technologies is among the Israeli companies, they said. Reuters was not able to ⁠establish how many Chinese ‌companies ...

Core Viewpoint - WISeKey's subsidiary SEALSQ has entered into a non-binding Memorandum of Understanding for a potential strategic investment and acquisition of Quobly, a pioneer in quantum microelectronics, aiming for an initial minority investment followed by a majority stake acquisition [1][3]. Group 1: Transaction Details - The proposed transaction involves a total investment of approximately $200 million by SEALSQ for a majority stake in Quobly, contingent upon various due diligence and regulatory approvals [3]. - The negotiations are part of a multi-stage transaction strategy, reflecting SEALSQ's commitment to advancing its quantum strategy [2][3]. Group 2: Strategic Collaboration - The exclusive negotiations follow an ongoing strategic collaboration between SEALSQ and Quobly, which was announced on November 21, 2025, aimed at enhancing market expansion in the EU and US [4]. - SEALSQ and Quobly plan to establish a reference platform for secure quantum computing, targeting sectors such as defense, intelligence, financial services, and pharmaceuticals [5]. Group 3: Company Background - Quobly, founded in 2022 in Grenoble, France, specializes in developing silicon-based quantum chips and has raised €19 million in 2023 and €21 million in 2025 to advance its Q100T program [7][8][9]. - The company has a strategic partnership with STMicroelectronics to accelerate the industrialization of its quantum chips, leveraging over 15 years of collaborative research [7][8].

Core Viewpoint - WISeKey's subsidiary SEALSQ has entered into a non-binding Memorandum of Understanding for a potential strategic investment and acquisition of Quobly, a pioneer in quantum microelectronics, aiming for an initial minority investment and a subsequent majority stake acquisition [1][3]. Group 1: Transaction Details - The proposed transaction involves a total investment of approximately $200 million by SEALSQ for a majority stake in Quobly [3]. - The negotiations are exclusive and will lead to a multi-stage transaction, contingent upon the completion of due diligence and regulatory approvals [2][3]. Group 2: Strategic Importance - This transaction aligns with SEALSQ's Quantum strategy and is supported by its dedicated Quantum Fund, which aims to promote secure and industrial-scale quantum technologies in Europe [3]. - The collaboration between SEALSQ and Quobly, initiated in November 2025, is expected to enhance their joint leadership in trustworthy quantum computing and expand their market presence in the EU and US [4]. Group 3: Technological Synergy - SEALSQ and Quobly plan to create a reference platform for secure quantum computing, integrating quantum-resistant security into future infrastructures for critical sectors such as defense, finance, and pharmaceuticals [5]. - Quobly's technology, which is CMOS-compatible, combined with SEALSQ's post-quantum security capabilities, aims to establish a trusted and sovereign quantum system for Europe [6]. Group 4: Company Background - Quobly, founded in 2022 in Grenoble, France, specializes in silicon-based quantum chips and has raised significant funding, including €19 million in 2023 and €21 million in 2025 for its Q100T program [7][9]. - The company has a strategic partnership with STMicroelectronics to accelerate the industrialization of its quantum chips, leveraging over 15 years of collaborative research [8].

Core Viewpoint - Frequency Holdings Inc. has filed a Form 15 to remove its voluntary SEC reporting, transitioning to direct reporting to OTC Markets, which aims to streamline operations and focus on growth [1][4][5]. Group 1: Company Transition - The company remains publicly traded under the symbol FRQN and continues to disclose information, as it was always a voluntary SEC reporter [3]. - This decision allows Frequency to provide regular financial and corporate disclosures directly through OTC Markets, ensuring continued access for investors [4]. Group 2: Strategic Intent - CEO Rick Jordan emphasized that this move is intended to reduce administrative burdens and redirect efforts towards business development [5][7]. - Frequency has already posted two years of financial statements to comply with OTCID and plans to publish its 2025 year-end reports as scheduled [5]. Group 3: Future Plans - The company is exploring options for full electronic quoting through a registered market maker to enhance market access for retail investors, aligning with its long-term goal of qualifying for higher-tier markets [6]. - Jordan expressed aspirations for NASDAQ listing, indicating that SEC reporting would resume if the company reaches that milestone [7]. Group 4: Company Overview - Frequency Holdings is a holding company focused on high-growth sectors such as cybersecurity, AI, digital identity, and IT infrastructure, with its lead brand, ReachOut, aiming to establish a recognized name in cybersecurity services for small and medium-sized businesses [8]. Group 5: Leadership Profile - Rick Jordan, the founder and CEO, is noted for his expertise in cybersecurity and has a background in leading companies through growth transformations, contributing to national cyber policy discussions [9].

Company Overview - Palo Alto Networks (NASDAQ:PANW) is a leading cybersecurity company known for its advanced security solutions, providing a range of products and services to protect organizations from cyber threats [1] - The company competes with major firms like Fortinet and Check Point Software Technologies in the security industry [1] Stock Performance - On January 13, 2026, UBS set a price target of $215 for PANW, suggesting a potential increase of about 13.83% from its trading price of $188.88 [2][6] - Over the past month, PANW shares have declined by 1.4%, while the Zacks S&P 500 composite increased by 1.9%, indicating relatively better performance compared to its industry peers [3][6] - Today, PANW's stock price is $188.88, with a slight decrease of 0.14, or -0.07%, and has fluctuated between $187.29 and $189.75 during the trading day [4] - Over the past year, PANW has experienced a high of $223.61 and a low of $144.15, reflecting its market volatility [4] Market Capitalization and Trading Activity - Palo Alto Networks has a market capitalization of approximately $126.31 billion, showcasing its significant presence in the cybersecurity industry [5][6] - The stock has a trading volume of 4,269,400 shares today, indicating active trading and interest from investors and analysts [5]

CrowdStrike Holdings, Inc.'s ( CRWD ) business is beginning to rebound as it moves past the headwinds created by its IT outage in mid-2024. This is supported by a demand environment that appears to be fairlyRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportunitie ...