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Cybersecurity 6 February 2026 - 23 February 2026

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare shares dropped 9.6% to $160.11 on Monday amid a broad selloff in U.S. software stocks following renewed tariff uncertainty. The decline followed Cloudflare’s announcement of a new post-quantum SASE platform and investor concerns over a Feb. 20 outage affecting BYOIP customers. Fastly and Zscaler also fell, while Akamai rose.
23 February 2026
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Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks shares fell 2.5% to $144.96 Monday as software stocks slid after President Trump announced a new 15% global tariff. CrowdStrike, Zscaler, and Fortinet also dropped sharply. Palo Alto’s decline followed last week’s profit forecast cut and news of $2.3 billion in CyberArk-related costs. The S&P 500 software and services index was down nearly 3%.
23 February 2026
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CrowdStrike stock steadies premarket after Anthropic’s Claude Code Security rattles cyber shares

CrowdStrike stock steadies premarket after Anthropic’s Claude Code Security rattles cyber shares

CrowdStrike shares rose 0.6% to $391 in premarket trading Monday after falling nearly 8% Friday, following Anthropic’s launch of an AI security tool that triggered a broader selloff in cybersecurity stocks. Investors are watching for CrowdStrike’s March 3 earnings and guidance, as concerns grow over AI-driven competition and market disruption.
23 February 2026
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Palo Alto Networks stock heads into Monday after choppy week as CyberArk debt move sets March deadline

Palo Alto Networks stock heads into Monday after choppy week as CyberArk debt move sets March deadline

Palo Alto Networks shares closed Friday at $148.70, down 1.5%, after trimming its fiscal 2026 profit forecast due to higher acquisition integration costs. The company’s $25 billion CyberArk deal triggered a debt repurchase offer, with noteholders facing a March 20 deadline. After-hours trading saw a slight rebound. Investors remain focused on whether margins can stabilize as integration continues.
22 February 2026
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Palo Alto Networks stock (PANW) heads into Monday under pressure as targets fall again

Palo Alto Networks stock (PANW) heads into Monday under pressure as targets fall again

Palo Alto Networks shares closed down 1.5% at $148.70 on Friday, extending a five-day slide to 11%. HSBC cut its price target to $114 and kept a Reduce rating. Cybersecurity stocks fell after Anthropic previewed a new “Claude Code Security” feature, raising concerns about AI competition for software budgets. Fortinet and CrowdStrike also dropped, despite gains in the broader market.
21 February 2026
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Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks shares rose 0.6% to $166.34 premarket after announcing it completed its $25 billion acquisition of CyberArk. The company will keep CyberArk’s products as a standalone platform and begin integration. Investors await Feb. 17 results for details on costs and guidance. CyberArk shareholders receive $45 in cash and 2.2005 Palo Alto shares per share.
12 February 2026
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CyberArk stock hovers near $410 as Nasdaq flags Feb. 10 halt ahead of Palo Alto merger close

CyberArk stock hovers near $410 as Nasdaq flags Feb. 10 halt ahead of Palo Alto merger close

CyberArk shares rose 0.3% to $410.32 midday Tuesday after Nasdaq said trading will halt after hours as Palo Alto Networks moves to close its takeover. The deal, set to close before markets open Feb. 11, offers CyberArk holders $45 in cash and 2.2005 Palo Alto shares per share. The implied value stood near $412, with a $1.75 spread. Palo Alto shares also edged higher.
10 February 2026
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Palo Alto Networks (PANW) stock nudges higher as Nasdaq flags Feb 11 close for CyberArk deal

Palo Alto Networks (PANW) stock nudges higher as Nasdaq flags Feb 11 close for CyberArk deal

Palo Alto Networks shares rose 0.5% to $166.88 Tuesday as Nasdaq set a tentative Feb. 11 close for its $25 billion merger with CyberArk. CyberArk stock will be halted after-hours Tuesday and suspended Feb. 12. Palo Alto reports earnings Feb. 17, with investors watching for integration plans. Cybersecurity stocks traded higher across the board.
10 February 2026
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CyberArk stock rises as Nasdaq flags Feb. 11 close for Palo Alto takeover

CyberArk stock rises as Nasdaq flags Feb. 11 close for Palo Alto takeover

CyberArk shares rose 4.4% to $409.22 after Nasdaq said its merger with Palo Alto Networks is expected to close before the market opens Feb. 11. Nasdaq plans to halt CyberArk trading after Tuesday’s after-hours session, with suspension effective Feb. 12 if the deal closes. The offer values CyberArk at about $410 per share based on Palo Alto’s latest price.
10 February 2026
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Palo Alto Networks (PANW) stock jumps as CyberArk merger close nears; traders eye Feb. 17 results

Palo Alto Networks (PANW) stock jumps as CyberArk merger close nears; traders eye Feb. 17 results

Palo Alto Networks shares rose 4.2% to $166 Monday, steady after hours, as Nasdaq said its $25 billion CyberArk merger is tentatively set to close before the Feb. 11 open. CyberArk shares are expected to be halted after trading Tuesday. Barclays cut its Palo Alto price target but kept an overweight rating. Morgan Stanley called Palo Alto its “favorite” cybersecurity stock for AI exposure.
9 February 2026
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Palo Alto Networks stock jumps as Nasdaq sets a close date for the CyberArk deal

Palo Alto Networks stock jumps as Nasdaq sets a close date for the CyberArk deal

Palo Alto Networks shares rose 3.4% to $164.81 Monday after Nasdaq set a tentative Feb. 11 closing date for its $25 billion CyberArk merger. CyberArk shares gained 4% to $407.38, with trading set to halt after-hours Feb. 10. The deal gives CyberArk holders $45 cash and 2.2005 Palo Alto shares per share. Investors await Palo Alto’s quarterly results on Feb. 17 for updates on integration and demand.
9 February 2026
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Singtel share price rises as DC Tuas opens and cyberattack disclosure keeps telcos in focus

Singtel share price rises as DC Tuas opens and cyberattack disclosure keeps telcos in focus

Singtel shares rose 0.8% to S$4.76 by mid-afternoon Monday after opening its new 58-megawatt DC Tuas data centre, with over 90% capacity committed before launch. Singapore authorities said espionage group UNC3886 targeted all four local telecom operators last year, exfiltrating some technical data but causing no service disruption. Singtel’s next earnings report is due Feb. 18.
9 February 2026
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Palo Alto Networks stock snaps back after sharp slide as NextWave overhaul lands before earnings

Palo Alto Networks stock snaps back after sharp slide as NextWave overhaul lands before earnings

Palo Alto Networks shares closed up 2.9% at $159.32 on Friday, recovering part of Thursday’s 7.2% drop. The company announced a revamped NextWave partner program focused on bundled security platforms. Software stocks rebounded with the broader market after heavy losses earlier in the week. Investors await Palo Alto’s Feb. 17 earnings for signs of demand and margins.
7 February 2026
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Qualys stock slides nearly 13% after Q4 beat as 2026 outlook cools the mood

Qualys stock slides nearly 13% after Q4 beat as 2026 outlook cools the mood

Qualys shares dropped 12.7% to $111.62 Friday after the company forecast 2026 revenue growth of 7% to 8%, below last year’s 10%. The cybersecurity firm reported fourth-quarter revenue of $175.3 million and raised its share buyback program by $200 million. RBC and Truist trimmed price targets. CEO Sumedh Thakar received performance shares, with some withheld for taxes.
6 February 2026
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Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks shares rose 2.4% to $158.44 Friday, rebounding from a 7.2% drop after the company launched an updated partner program to drive bundled platform sales. Channel Chief Michael Khoury said the overhaul includes new incentives and dropped discount caps. Investors await the Feb. 17 earnings report for signs of demand. Cybersecurity peers Fortinet and CrowdStrike also posted gains.
6 February 2026
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CrowdStrike stock rebounds as Aramco pact lifts CRWD after bruising software selloff

CrowdStrike stock rebounds as Aramco pact lifts CRWD after bruising software selloff

CrowdStrike shares rose 3.7% to $391.20 Friday, rebounding after a 9.2% drop the previous day amid a broader software sell-off. The company announced a memorandum of understanding with Saudi Aramco to explore cybersecurity projects in the kingdom. Other cybersecurity stocks showed mixed moves. CrowdStrike will report quarterly results on March 3.
6 February 2026
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Stock Market Today

  • SpaceX Prices Record $75 Billion IPO at $135 a Share, Valued at $1.77 Trillion
    June 12, 2026, 12:15 AM EDT. SpaceX has priced its initial public offering (IPO) at $135 per share, raising a record $75 billion and valuing the aerospace and AI company at $1.77 trillion. The IPO makes Elon Musk the world's first trillionaire and ranks SpaceX among the most valuable firms globally. Shares start trading on Nasdaq June 12. Some analysts, including Morningstar's Nicolas Owens, caution the valuation is high, suggesting a fair value closer to $63 per share based on mixed future scenarios. Musk maintains 82% voting control, limiting shareholder influence. SpaceX remains unprofitable, with a $5 billion loss last year, mainly due to AI development costs, though its Starlink satellite internet service is profitable. Retail investors get a significant 30% allocation, reflecting Musk's strong following.

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12 June 2026
Dow soars 929.97 points for its strongest session in months as easing geopolitical risk and a rebound in tech drive ETFs higher after hours; chip stocks surge with the PHLX Semiconductor Index up 7.9%, while Adobe drops 5.44% after CFO exit despite raised forecasts.
Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
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