Systems Software

Cyber-ARK Software

Palo Alto Networks Launched Cash Tender Offer to Acquire CyberArk Software Convertible Notes

Cyber-ARK Software released FY2025 Q4 earnings on February 4, 2026 (EST), actual revenue USD 372.65 M (forecast USD 362.94 M), actual EPS USD -0.34 (forecast USD -0.2282)

Cyber-ARK Software released FY2025 earnings on February 4, 2026 (EST), actual revenue USD 1.361 B (forecast USD 1.34 B), actual EPS USD -2.93 (forecast USD -2.1251)

FactSet Survey: CyberArk Software Target Price Forecast Lowered to $477

CyberArk Software Reports Exceeding Earnings Expectations

Global Retirement Partners LLC 大幅减持 CyberArk Software Ltd.股票

Samson Rock Capital LLP Obtains New Stock Position in CyberArk Software Ltd.

CyberArk Recognized as 2025 Leader in Global Identity Security Integration Solutions Provider Assessment

German regulator clears Palo Alto Networks-Cyberark merger

M&T Bank Corp Increases Its Stake in CyberArk Software Ltd.

Palo Alto Networks Uses AI-Driven Platform Strategy to Tackle New Cybersecurity Threats Brought by AI

Cynosure Group LLC Acquired CyberArk Software Ltd. Shares in Q2

CyberArk Shareholders Approve Palo Alto Networks Acquisition Proposal

Intrust Bank NA Increased Holdings in CyberArk Software by 73.7%

CyberArk Cleared by Shareholders for Acquisition by Palo Alto Networks

CFRA Raises Cyberark's Target Price to $580

JAG Capital Management, LLC Fully Unloads CyberArk Software Holdings

Rudy Kessinger Maintains a Buy Rating on CyberArk Software

Cyber-ARK Software released FY2025 Q3 earnings on November 6 (EST), actual revenue USD 342.84 M (forecast USD 328.51 M), actual EPS USD -1.0002 (forecast USD -0.2537)

Cyber-ARK Software released FY2025 9 Months Earnings on November 6, 2025 (EST), with actual revenue of USD 988.47 M and EPS of USD -2.5923

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Ransomware constituted 58% of cyber incidents in Singapore in 2025, according to Check Point Software Technologies. The report noted over 130 major incidents, with more than 60 ransomware cases attributed to groups like Qilin and Lynx using double-extortion tactics. Government sites were primarily targeted, with 44% of denial-of-service victims in the sector. Business services and retail were also heavily affected, with retail accounting for 42% of breach incidents. Check Point warned that AI-driven scams and nation-state activities could increase risks in 2026.

Singapore Business Review

Check Point Software

First Trust Nasdaq Cybersecurity

iShares Cybersecurity and Tech ETF

Global X Cybersecurity ETF

Ransomware made up 58% of cyber incidents in 2025

Proofpoint has launched a dedicated MSP Platform business unit and introduced the 365 Total Protection for North America, enhancing its cybersecurity strategy for MSPs and SMBs. This AI-powered platform integrates various security services into a single solution, simplifying deployment and reducing costs. A strategic partnership with Pax8 aims to streamline access to advanced security solutions for MSPs. Additionally, new U.S.-based data centers have been established to ensure data sovereignty and performance for North American customers.

Fidelity

Proofpoint Launches Dedicated MSP Business Unit and Introduces 365 Total Protection for North America

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Lyrie.ai, developed by OTT Cybersecurity LLC, has completed a $2 million pre-seed funding round and exited stealth mode. The funds will enhance platform development and expand the security research team. Lyrie aims to establish the Agent Trust Protocol, an open standard for AI agent identity and security, to address vulnerabilities in the rapidly growing AI agent economy. The company is also preparing for a Series A round to scale its operations in enterprise and government sectors. Additionally, Lyrie has joined Anthropic’s Cyber Verification Program to bolster its cybersecurity efforts.

- Lyrie.ai, an autonomous cybersecurity platform by OTT Cybersecurity LLC, announced a $2 million pre-seed funding round and its exit from stealth, which will support platform development and security research.  
- The company aims to establish the Agent Trust Protocol, an open standard for AI agent identity and operations, addressing security concerns as autonomous AI agents are deployed in enterprises and government.  
- Lyrie’s platform will provide comprehensive security solutions, including penetration testing and adversarial AI red-teaming, while being positioned as a foundational layer for the emerging agentic AI economy.

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C3.AI

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WisdomTree Cybersecurity ETF

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Lyrie Completes $2 Million Preseed Round to Build the Security Layer for the AI Agent Era

Patrick Dannacher, CEO of ITSEC Asia, avoids airport Wi-Fi to protect against cyberattacks, highlighting the vulnerabilities in today's digital economy. His cautious approach reflects the increasing risks associated with public networks, where sensitive information can be easily intercepted by cybercriminals.

Businesstimes News

The cybersecurity boss who never uses airport Wi-Fi: ITSEC Asia CEO on risk and the weakest link

Elron Ventures Ltd. announced that its portfolio company, CyberRidge, has won a Global InfoSec Award at the RSA Conference 2026. This award recognizes CyberRidge's innovative approach to securing data in transit at the physical layer, addressing the growing demand for advanced security solutions against sophisticated cyber threats. CEO Yaniv Shnieder emphasized the importance of this recognition in reinforcing Elron's investment strategy in differentiated technology companies. CyberRidge is advancing its commercial engagements with global telecommunications operators and enterprise customers, focusing on protecting sensitive data from interception and quantum-era decryption.

prnewswire

10:12 ETELRON VENTURES PORTFOLIO COMPANY CYBERRIDGE NAMED GLOBAL INFOSEC AWARD WINNER AT RSA CONFERENCE 2026

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Ransomware activity remains high and stable, according to GuidePoint Security's Q1 2026 report. The report highlights sustained attack volumes, shifts in threat actor dynamics, and increased targeting of new industries. The U.S. is the leading target, with 51% of victims, while the construction sector saw a 44% increase in ransomware incidents. New groups like The Gentlemen are rapidly gaining ground, while established groups are losing momentum. The report emphasizes the need for organizations to assess their risk exposure and adapt their defenses accordingly.

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Fortinet

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Palo Alto Networks

Ransomware Activity Remains Elevated as New Threat Groups Reshape the Landscape, GuidePoint Security Finds

Check Point Software Technologies (NASDAQ:CHKP) shares fell 5.3% after Citigroup downgraded the stock from neutral to negative. The stock traded as low as $135.12, with a significant drop in trading volume. Analysts have mixed opinions, with Piper Sandler lowering the target price to $240.00, while others maintain a hold rating. The company reported earnings of $3.40 per share, exceeding estimates, and has set guidance for Q1 2026 at 2.350-2.450 EPS. Check Point specializes in cybersecurity solutions, offering a range of products for network and cloud security.

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iShares Expanded Tech Software Sector ETF

Check Point Software Technologies (NASDAQ:CHKP) Trading Down 5.3% on Analyst Downgrade

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Wedbush highlights a 'Buy the Dip' opportunity in cybersecurity stocks, favoring CrowdStrike, Palo Alto Networks, Zscaler, Check Point Software, and Rubrik. Despite geopolitical tensions and rising oil prices, analysts believe demand for security tools will persist, especially with AI integration. They argue that the recent software selloff is overstretched, with major companies like Microsoft and Salesforce still focused on AI partnerships. Concerns about OpenAI and Anthropic competing with enterprise software may be overstated, as CIOs prioritize AI workflow integration.

Cyber-ARK Software(CYBR.US)