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Dealmakers defy stubborn M&A market with rare $1 trillion haul
Fortune· 2025-09-29 14:40
A rush of big, bold mergers and acquisitions is lifting dealmakers in an otherwise slower-than-expected market for getting transactions off the ground.Global deal values have topped $1 trillion in a third quarter for only the second time on record, according to data compiled by Bloomberg, thanks to transactions like Monday’s roughly $55 billion take-private of video game maker Electronic Arts Inc. by a consortium including Silver Lake Management. It means values are now up 27% at around $3 trillion for the ...
Palo Alto Networks: Cybersecurity Leader Needs Better Entry Price (NASDAQ:PANW)
Seeking Alpha· 2025-09-29 14:04
Palo Alto Networks, Inc. (NASDAQ: PANW ) is a major contender in cybersecurity. I think there is room for continued growth, but the nature of such a business requires the investor to be cautious and vigilant as well. Until aI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.An ...
PANW Bets on Prisma AIRS: Is it the Key to Future Platform Growth?
ZACKS· 2025-09-29 13:30
Key Takeaways PANW introduced Prisma AIRS to secure AI apps, models, and data as enterprises adopt generative AI.AI-related ARR reached $545M in Q4 fiscal 2025, up 2.5x year over year.Prisma AIRS quickly built an eight-figure pipeline and supports PANW's $15B ARR goal by fiscal 2030.Palo Alto Networks ((PANW) is expanding its platform through the addition of its latest AI runtime security, Prisma AIRS. The new product is designed to protect AI applications, models, and data, an area where enterprises face r ...
SentinelOne Named as a Leader in the 2025 IDC MarketScape for Worldwide XDR Software
Businesswire· 2025-09-29 13:27
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the leader in AI-native cybersecurity, today announced that it has been recognized as a Leader in the IDC MarketScape: Worldwide Extended Detection and Response (XDR) Software 2025 Vendor Assessment (doc #US52997325, September 2025). It's the latest 3rd party recognition of the company's AI-powered Singularity platform and its state-of- the-art approach to leveraging both native and 3rd party security data to stop attacks. According. ...
Okta: Stronger Than Ever, Yet Overlooked By The Market
Seeking Alpha· 2025-09-29 13:00
I was never a big fan of Okta (NASDAQ: OKTA ). It felt like one of those overhyped, overpromising tech stocks that rode the 2020 bull wave, then completely collapsed under its own weight. I remember before 2020, cybersecurityI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, an ...
CISO Global Enters Into a $15 Million Convertible Preferred Equity Facility to Fund Expansion Initiatives
Globenewswire· 2025-09-29 12:30
Scottsdale, AZ, Sept. 29, 2025 (GLOBE NEWSWIRE) -- CISO Global (NASDAQ: CISO) (“CISO” or the “Company”), a leading provider of AI-powered cybersecurity software and compliance services, today announced that the Company entered into a private financing arrangement with a fund managed by B. Riley Securities Holdings, Inc. (“B. Riley”), pursuant to which the Company has the right, but not an obligation, to sell up to $15 million of a newly created series of convertible preferred stock to B. Riley. The converti ...
Cybersecurity professionals under pressure turn to AI amid rising threats
Fortune· 2025-09-29 12:03
Good morning. Cyberattacks are a top concern for CFOs. However, cybersecurity professionals are feeling increased stress due to the complexity of the threat landscape and ongoing risks.In a new report shared with CFO Daily, ISACA—a global association for IT governance, security, risk, and audit professionals—surveyed more than 3,800 cybersecurity experts. Two-thirds said their roles are more stressful than five years ago, and 63% named the complexity of today’s landscape as the top stressor. Nearly half (47 ...
Telos: From Cybersecurity Darling To Government Contractor Struggle (NASDAQ:TLS)
Seeking Alpha· 2025-09-29 11:15
When Telos Corporation (NASDAQ: TLS ) IPOed in late 2020, it promised to bring Wall Street a pure play on cybersecurity for the US government. This is a market synonymous with high barriers, steady budgets, and national security importance. InvestorsBSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US regions. I have an exceptional perspect ...
Okta: Let The Identity Wars Begin (NASDAQ:OKTA)
Seeking Alpha· 2025-09-29 11:02
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.At the end of last year, I had said that Okta, Inc. (NASDAQ: OKTA ) will be a cybersecurity winner in 2025, with a potential upside of 60%.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth ...
13 Best Tech Stocks Under $10 to Invest In
Insider Monkey· 2025-09-29 05:59
Our list today highlights the 13 Best Tech Stocks Under $10 to Invest In.Many tech stocks under $10 are active in fast-growing areas like software, semiconductors, cybersecurity, and digital services. Their low share price makes them affordable, but the real draw is their potential to grow revenues, improve profits, and gain market share. Additionally, some of these companies could also become takeover targets for bigger players looking to add new technology at a fair price. For investors who are to find st ...