http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 20 Jul 2026 06:35:31 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/Checkpoint+Software+%28CHKP%29+PT+Raised+to+%24140+at+Wells+Fargo/26786666.html Wells Fargo analyst Richard Poland raised the price target on Checkpoint Software (NASDAQ: CHKP) to $140.00 (from $120.00) while maintaining a Equal Weight rating. http://www.streetinsider.com/Analyst+PT+Change/Checkpoint+Software+%28CHKP%29+PT+Raised+to+%24140+at+Wells+Fargo/26786666.html Mon, 20 Jul 2026 06:35:31 -0400 CHKP http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html <p>In their preview into Q2 earnings of companies in the Security, Design, and Vertical SaaS space, UBS analysts identified three stocks with positive setups and two names to watch. While the performance of individual stocks is tied to company-specific factors, the sector remains broadly healthy with many companies benefiting from favourable industry trends, they said.</p><p>Cloudflare (NYSE: NET), Varonis Systems (NASDAQ: VRNS), and CCC Intelligent Solutions Holdings (NASDAQ: CCC) enjoy a positive setup, while Check Point Software Technologies (NASDAQ: CHKP) and Tenable Holdings (NASDAQ: TENB) are two names to watch, the analysts said</p><p><strong>Cloudflare</strong></p><p>NET stock is rated Overweight at UBS with a http://www.streetinsider.com/Hot+List+Pro/Cybersecurity+stocks%3A+Q2+earnings+preview/26785702.html Sat, 18 Jul 2026 22:00:00 -0400 CCC CHKP FTNT NET TENB VRNS http://www.streetinsider.com/Options/Check+Point+Software+Technology+%28CHKP%29+call+put+ratio+2.7+calls+to+1+put+with+a+focus+on+December+190+calls/26781603.html <p>Check Point Software Technology (NASDAQ: CHKP) 30-day call option implied volatility is 49; compared to its 52-week range of 22 to 54. Call put ratio 2.7 calls to 1 put with a focus on December 190 calls.</p> http://www.streetinsider.com/Options/Check+Point+Software+Technology+%28CHKP%29+call+put+ratio+2.7+calls+to+1+put+with+a+focus+on+December+190+calls/26781603.html Fri, 17 Jul 2026 06:23:17 -0400 CHKP http://www.streetinsider.com/Investing/Raymond+James+downgrades+Check+Point+on+worsening+channel+trends/26772713.html <p>Investing.com -- Raymond James downgraded Check Point Software Technologies to Market Perform from Outperform, saying improving investor sentiment toward the cybersecurity sector is at odds with worsening business fundamentals and weakening channel trends, suggesting the company&amp;#39;s turnaround could take longer than previously expected.</p> <p>The brokerage also removed its $160 price target, as it does not assign targets to Market Perform-rated stocks.</p> <p></p> <p data-start="500" data-end="911">Raymond James said recent partner checks point to deteriorating demand, with bookings weakening across the board, a bleak second-half sales pipeline, and emerging customer churn. The firm cited growing demand for endpoint security in the AI era, operational disruptions http://www.streetinsider.com/Investing/Raymond+James+downgrades+Check+Point+on+worsening+channel+trends/26772713.html Wed, 15 Jul 2026 11:17:30 -0400 CHKP http://www.streetinsider.com/General+News/Raymond+James+downgrades+Check+Point+on+worsening+channel+trends/26772713.html <p>Investing.com -- Raymond James downgraded Check Point Software Technologies to Market Perform from Outperform, saying improving investor sentiment toward the cybersecurity sector is at odds with worsening business fundamentals and weakening channel trends, suggesting the company&amp;#39;s turnaround could take longer than previously expected.</p> <p>The brokerage also removed its $160 price target, as it does not assign targets to Market Perform-rated stocks.</p> <p></p> <p data-start="500" data-end="911">Raymond James said recent partner checks point to deteriorating demand, with bookings weakening across the board, a bleak second-half sales pipeline, and emerging customer churn. The firm cited growing demand for endpoint security in the AI era, operational disruptions http://www.streetinsider.com/General+News/Raymond+James+downgrades+Check+Point+on+worsening+channel+trends/26772713.html Wed, 15 Jul 2026 11:17:30 -0400 CHKP http://www.streetinsider.com/Trader+Talk/Check+Point+Software+Technology+%28CHKP%29+Down+Over+3%25+Premarket%2C+Midwest+Boutique+Out+Negative/26771991.html <p>Check Point Software Technology (NASDAQ: CHKP) Down Over 3% Premarket, Midwest Boutique Out Negative.</p><ul><li>Cleveland Research shared concerns around limited upsell opportunities.</li><li>Also noted challenges with the portfolio.</li><li>CHKP shares are down 3.88% premarket.</li><li>YTD shares are down 26.16%.</li></ul> http://www.streetinsider.com/Trader+Talk/Check+Point+Software+Technology+%28CHKP%29+Down+Over+3%25+Premarket%2C+Midwest+Boutique+Out+Negative/26771991.html Wed, 15 Jul 2026 09:14:09 -0400 CHKP http://www.streetinsider.com/Downgrades/Raymond+James+Downgrades+Checkpoint+Software+%28CHKP%29+to+Market+Perform/26769732.html <p>Raymond James analyst Adam Tindle downgraded Checkpoint Software (NASDAQ: CHKP) from Outperform to Market Perform.</p><p>The analyst comments: “We are downgrading CHKP to Market Perform from Outperform as recently improved sentiment (multiple competitor upgrades over the past few weeks) contrasts with our deteriorating channel checks, and we are getting the sense that this turnaround may take longer than we previously hoped.</p><p>Recall, Check Point reported F1Q results (link) that missed expectations as Product revenue declined 3% y/y due to a series of management changes in a “clean house” event. We did pick up weakness in our 1Q checks (link), and kick ourselves http://www.streetinsider.com/Downgrades/Raymond+James+Downgrades+Checkpoint+Software+%28CHKP%29+to+Market+Perform/26769732.html Wed, 15 Jul 2026 03:33:03 -0400 CHKP http://www.streetinsider.com/Analyst+Comments/Raymond+James+Downgrades+Checkpoint+Software+%28CHKP%29+to+Market+Perform/26769732.html <p>Raymond James analyst Adam Tindle downgraded Checkpoint Software (NASDAQ: CHKP) from Outperform to Market Perform.</p><p>The analyst comments: “We are downgrading CHKP to Market Perform from Outperform as recently improved sentiment (multiple competitor upgrades over the past few weeks) contrasts with our deteriorating channel checks, and we are getting the sense that this turnaround may take longer than we previously hoped.</p><p>Recall, Check Point reported F1Q results (link) that missed expectations as Product revenue declined 3% y/y due to a series of management changes in a “clean house” event. We did pick up weakness in our 1Q checks (link), and kick ourselves http://www.streetinsider.com/Analyst+Comments/Raymond+James+Downgrades+Checkpoint+Software+%28CHKP%29+to+Market+Perform/26769732.html Wed, 15 Jul 2026 03:33:03 -0400 CHKP http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/Investing/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW http://www.streetinsider.com/General+News/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/General+News/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW http://www.streetinsider.com/General+News/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html <p data-path-to-node="0">Investing.com -- While IBM’s negative second-quarter preannouncement sent shockwaves through the broader enterprise software sector, Wall Street is identifying a clear silver lining for cybersecurity stocks. </p> <p data-path-to-node="1">According to a new research note from Barclays analyst Saket Kalia, the massive shift in enterprise capital expenditure (capex) that derailed IBM’s software sales is actually acting as a short-term catalyst for firewall vendors, compounded by an increasingly hostile global threat environment.</p> <p data-path-to-node="3">In his letter to shareholders, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">IBM</span></span> CEO Arvind Krishna noted that in the final weeks of June, clients abruptly shifted their quarterly capex toward servers, storage, and http://www.streetinsider.com/General+News/Barclays%3A+IBM+capex+pivot+boosts+firewalls+as+Mythos+threat+eats+IT+budgets/26766140.html Tue, 14 Jul 2026 09:33:54 -0400 CHKP FTNT IBM PANW