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WCBR: Cybersecurity Stocks Setting Up Well Into Q4 (Rating Upgrade)
Seeking Alpha· 2025-09-25 11:44
CrowdStrike ( CRWD ) is a popular story stock. The tale was a nightmare, however, in the summer of 2024, when a major operational bug resulted in a worldwide outage. CRWD plunged, but CEO George Kurtz took charge and met with reportedly hundreds of his key customers. HisFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-effi ...
软件:需要更大的 “船”—— 人工智能与安全-Software_ Going to Need a Bigger Boat_ AI and Security
2025-09-25 05:58
September 22, 2025 04:01 AM GMT Software | North America Going to Need a Bigger Boat: AI and Security We see a $45bn+ opportunity for AI security in coming years, as organizations grapple with how to secure a larger surface area against more intelligent threat vectors. As threat environment grows, see AI for Security seeing adoption before Security for AI. PANW, CRWD, MSFT, SAIL best exposed. Key Takeaways This note explores the second mega theme in our assumption series of security software coverage. Pleas ...
13 Best Manufacturing Stocks to Buy Right Now
Insider Monkey· 2025-09-24 22:04
In this article, we will be taking a look at the 13 Best Manufacturing Stocks to Buy Right Now.Cognitive Market Research estimates the value of the global manufacturing market at $14.16 trillion in 2024. At a CAGR of 4.9%, this market is projected to reach $20.76 trillion by 2031. Digital advancements and technological breakthroughs are driving the growth of this sector. Specifically for SMMs (small and medium-sized manufacturers), cybersecurity has become more important in manufacturing this year, accordin ...
Quantum Computing Inc. Announces Closing of Oversubscribed Private Placement of Common Stock for Proceeds of $500 Million
Prnewswire· 2025-09-24 22:02
Accessibility StatementSkip Navigation HOBOKEN, N.J., Sept. 24, 2025 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq:Â QUBT), an innovative, integrated photonics and quantum optics technology company, today announced that it has closed its previously announced oversubscribed private placement for the purchase and sale of 26,867,276 shares of common stock priced at the market under Nasdaq rules. The offering resulted in gross proceeds of $500 million, before deducting offering expense ...
Lynch Carpenter Investigates Claims in Veradigm LLC Data Breach
Globenewswire· 2025-09-24 17:55
网络安全事件概述 - Veradigm LLC发生网络安全事件 导致数万个人个人信息可能被黑客访问[1] - 受影响信息包括姓名 联系方式 出生日期 健康记录 健康保险信息 支付详情 社会安全号码和驾驶执照号码等敏感数据[1] 法律调查进展 - Lynch Carpenter LLP正在调查Veradigm数据泄露相关索赔 可能涉及经济补偿[2] - 该律所在宾夕法尼亚州 加利福尼亚州和伊利诺伊州设有办公室 拥有超过十年数据隐私案件代理经验[3]
Accenture plc (NYSE:ACN) Stock Analysis: A Deep Dive into Financials and Market Position
Financial Modeling Prep· 2025-09-24 15:00
公司业务与竞争地位 - 公司是全球领先的专业服务公司 提供战略咨询、技术与运营以及互动服务等多元化服务 [1] - 公司在应用服务、数据管理、数字化转型和网络安全领域拥有专业优势 [1] - 主要竞争对手包括IBM和德勤等专业服务行业巨头 [1] 股价目标与分析师观点 - 共识目标价从一年前的36311美元降至上季度的3128美元 上月进一步降至282美元 [2] - Wedbush分析师Moshe Katri近期给出350美元目标价 显示对公司潜力的信心回升 [2][4] - 公司股票评级被Wedbush上调至"买入" 反映市场悲观情绪可能过度 [4] 财务表现与业绩展望 - 第四季度收益预计实现同比温和增长 但销售额较上季度下降 [3] - 人工智能预订量正在增长 但不足以抵消新预订疲软和联邦合同挑战 [3] - 管理层指引显示营收和收益将持续增长 尽管存在美国政府支出削减担忧 [5] - 每股自由现金流创历史新高 每股收益持续上升 [5] - 股价已下跌25% 但公司被认为估值合理 除非AI驱动增长加速否则大幅上涨空间有限 [3] 行业前景 - 科技行业预计保持增长态势 2025年第三季度收益预计增长118% 营收增长125% [4] - 行业强劲表现和扩张态势为整体发展提供支撑 [4] 投资关注要点 - 投资者应密切关注即将发布的财报和战略公告 这些将影响公司未来表现和股价走势 [5] - 公司基本面强劲 收入增长加速 结合管理层积极指引 呈现潜在乐观前景 [4][5][6]
PICPA report discusses the impact of technology on audit
Yahoo Finance· 2025-09-24 10:19
技术对审计质量的影响 - 过去五年中90%的审计师认为技术提升了审计质量 且56%预计技术将在近期产生实质性影响[3] - 技术通过提升透明度和信任度来改善审计质量 行业需采取措施应对相关需求[1] 审计范围扩展趋势 - 54%的审计师认为验证人工智能、ESG及其他非财务指标的重要性日益上升[3] - 行业逐渐从定期审计转向持续实时保证 并充分利用技术实现长期转型[5] 行业参与者与研究方法 - 研究报告基于115名来自企业财务和公共会计等多领域审计师的贡献[2] - 行业专家包括PCAOB理事Christina Ho、PwC美国审计业务负责人Deanna Byrne等提供专业见解[2] 网络安全与风险应对 - 云计算和人工智能集成带来网络安全风险升高 建议采用"监管沙盒"帮助中小型公司安全采用新技术[4] - 公司需投资可扩展技术 并通过针对性培训提升技能以应对安全挑战[5] 人才管理挑战与策略 - 人才保留问题比招聘更受关注 建议通过灵活工作环境、技能提升机会和多元化措施吸引技术型审计师[4] - 传统层级制会计模式因技术进步和人才库萎缩将被逐步淘汰[6] 行业转型与战略行动 - 公司应立即投资可扩展技术、加强培训、建立教育合作伙伴关系并参与监管讨论[5] - 前瞻性行动将强化公司相关性 提升审计质量并维护公众信任[5][6]
Atos secures major European Commission cybersecurity contract for technical operations services
Globenewswire· 2025-09-24 06:30
Press Release Atos secures major European Commission cybersecurity contract for technical operations services Paris, France & Zaventem, Belgium – September 24, 2025 – Atos, a global AI-powered technology leader, today announces that it has been awarded a significant contract under Lot 1 (Technical Operations Services) of the European Commission's CLOUD II Dynamic Purchasing System (DPS 2) Mini-Competition 17 (MC17) for Cybersecurity. Valued at a maximum of €326M, this contract marks one of the most impo ...
Intelligent Protection Management Corp. to Participate in the Lytham Partners Fall 2025 Investor Conference on September 30, 2025
Globenewswire· 2025-09-23 20:15
JERICHO, N.Y., Sept. 23, 2025 (GLOBE NEWSWIRE) -- Intelligent Protection Management Corp. ("IPM" or the "Company") (Nasdaq: IPM), a managed technology solutions provider focused on enterprise cybersecurity and cloud infrastructure, today announced that it will participate in a webcast presentation and host one-on-one meetings with investors at the Lytham Partners Fall 2025 Investor Conference, taking place virtually on Tuesday, September 30, 2025. Company Webcast The webcast presentation will take place at ...
5 Cybersecurity Stocks to Buy for a Strong and Secured Portfolio
ZACKS· 2025-09-23 12:21
Key Takeaways CrowdStrike's Falcon Flex model and AI security focus are fueling record ARR growth. F5 gains from software traction, cloud security demand, and strategic acquisitions. Palantir posts more than $1B revenue, boosted by AI platform expansion beyond government work. The cybersecurity space focuses on companies that offer integrated protection against evolving security threats while simplifying IT security infrastructure. Companies in this space provide solutions to safeguard applications, network ...