ASX shares that are benefiting from strong tailwinds could be great buys for the long-term.When a long-term trend is providing a natural boost for revenue and earnings, it could help drive the share price of the business higher.There are some wonderful ASX share ideas out there. Below are two of my favourites:Betashares Global Cybersecurity ETF (ASX: HACK)Some exchange-traded funds (ETFs) give investors the ability to tap into some wonderful themes. As the world becomes steadily more digital, cybersecurity ...

SAN FRANCISCO--(BUSINESS WIRE)--A securities class action lawsuit styled Smith v. F5, Inc., et al., No. 2:25-cv-02619 (W.D. Wash.) has been filed, seeking to represent investors in F5 (NASDAQ: FFIV) who purchased or otherwise acquired F5 securities between October 28, 2024 and October 27, 2025. The lawsuit comes in the wake of F5's October 15, 2025 report that, on August 9, 2025, it learned of a major cybersecurity incident involving a nation-state actor that gained unauthorized access to certa. ...

Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025.ServiceNow will acquire cybersecurity startup Armis in a cash deal valued at $7.75 billion, the company said Tuesday.The enterprise software company said the deal will bolster its cybersecurity capabilities in the age of artificial intelligence and more than triple its market opportunity for security and risk solutions. "Together with Armis, we will deliver an industry-defining strategic cybersecurity shie ...

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - CrowdStrike Holdings, Inc. (CRWD) is highlighted with a reiterated Buy rating, as its Ending Annual Recurring Revenue (ARR) is expected to increase [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, emphasizing her expertise in maximizing returns for clients [1] Group 2 - The newsletter "The Pragmatic Optimist," co-founded by Amrita, focuses on portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] - The newsletter has been recognized as a top finance newsletter on popular platforms, indicating its influence and reach in the investment community [1]

Core Insights - Wall Street is shifting focus from AI narratives to cybersecurity, with JPMorgan predicting that 2026 will favor practical cybersecurity investments over generative AI monetization [1] - Cyber risk has become a top priority for companies, ranking among the top three threats according to PwC's CEO survey, which drives necessary cybersecurity spending [2] - The urgency of cybersecurity spending creates resilience in the sector, as it remains a non-negotiable budget item tied to operational and reputational risks [3] Cybersecurity Market Dynamics - Many cybersecurity companies have improved their growth-plus-margin profiles while maintaining valuation premiums, as indicated by JPMorgan's Rule of 40 and Rule of X analyses [3][4] - Cybersecurity leaders have largely maintained their market positions despite a general compression of multiples in the software sector [4] Key Players - Palo Alto Networks (PANW) is positioned as a long-term consolidator in SecOps, SASE, and cloud security, with expected free cash flow margins trending toward 40% [5] - Zscaler is benefiting from a shift away from legacy network architectures, showing accelerating growth, improving backlog, and rising sales productivity [5] - The appeal of cybersecurity as 2026 approaches lies in its growth potential that meets quality standards [6]

Group 1 - ServiceNow is in advanced talks to acquire cybersecurity startup Armis, which was last valued at $6.1 billion [1] - The potential deal could reach a total value of $7 billion, making it ServiceNow's largest acquisition to date [1] - The acquisition announcement could occur as soon as this week, although there is a possibility that the talks may not conclude successfully [1] Group 2 - Armis specializes in securing and managing internet-connected devices, protecting them from cyber threats [2] - The company recently raised $435 million in a funding round and has indicated plans for an eventual IPO [2]

SentinelOne (S) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +40.00%. A quarter ago, it was expected that this cybersecurity provider would post earnings of $0.03 per share when it actually produced earnings of $0.04, delivering a surprise of +33.33%.Over the last four quarters, ...

Core Insights - CrowdStrike Holdings, Inc. (CRWD) stock price has appreciated by 8% and has outperformed the S&P 500 [1] - The previously projected price target of $528 for CRWD has been exceeded [1] Company Overview - CrowdStrike specializes in cybersecurity solutions and has shown strong performance in the stock market [1] - The company is influenced by macroeconomic trends and investor behavior, which are critical for its stock performance [1] Market Context - The analysis highlights the importance of understanding central bank policies and sector rotation in shaping investment strategies [1] - The current market conditions have been navigated effectively over the past decade, indicating resilience and adaptability [1]

Cybersecurity giant CrowdStrike Holdings Inc.’s (NASDAQ:CRWD) CEO George Kurtz issued a stark warning during the company's third-quarter earnings, citing a growing wave of AI-driven cyber threats from adversarial nation-states, including China.AI Is Expanding ‘Attack Surface’During the company’s earnings call on Tuesday, Kurtz said, “AI is rapidly expanding the attack surface,” noting that businesses are beginning to onboard a whole new type of workforce, “the agentic workforce.”“Humans using agents to do m ...

Okta (OKTA) stock dipped after the cybersecurity firm reported third-quarter earnings and revenue that topped consensus estimates, boosted by deals with large customers, while January-ending quarterly guidance came in above views. Reported after the market close on Tuesday, Okta earnings were 82 cents per share on an adjusted basis for the quarter ending Oct. 31, up 22% from a year… ...