Crowdstrike Holdings IncCRWD
▲ PositiveDemandrelevance
UBS forecast projects 13% growth in global cybersecurity market, benefiting CrowdStrike as a leading vendor.
Impact on assets 4
Cybersecurity & Digital Trust
Crowdstrike Holdings Inc
Okta IncOKTA
▲ PositiveDemandrelevance
UBS forecast projects 13% growth in global cybersecurity market, benefiting Okta as a leading vendor.
Palo Alto Networks IncPANW
▲ PositiveDemandrelevance
UBS forecast projects 13% growth in global cybersecurity market, benefiting Palo Alto Networks as a leading vendor.
Artificial Intelligence
NVIDIA CorporationNVDA
Mentioned
Theme Impact 4
Off-coverage companies
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Cequence Finds Meta's Muse AI Agent Hit Over Half of Studied Customers in Two Weeks
Cequence Security said it detected traffic matching Meta's Muse personal AI agent at more than half of the customers it studied within two weeks of the agent's September 8 launch, and most of those businesses would not have known because Muse presents itself as an ordinary Chrome browser rather than identifying as an AI agent. Cequence analyzed traffic across customers in financial services, retail, travel, software and other sectors from September 1 to September 24, 2026, and found that at the median customer, Muse traffic grew nearly sixfold within about two weeks of first appearing. At financial institutions, Muse logged in to customer accounts and completed multi-factor authentication on users' behalf with confirmed successful sign-ins, while a small share of its sessions ended in a completed purchase. In late September, a travel and hospitality customer's security team began blocking nearly one in five Muse requests, targeting only the ones that looked abnormal, while Muse itself remained allowed. Cequence launched Agent Trust, a new capability in Cequence Application and API Protection available today, which verifies agents that present an identity and catches the ones that don't, pairing identity verification with behavioral detection. Agent Trust is immediately available to Cequence customers as part of Application and API Protection.
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Artificial Intelligence › Agentic AI & Autonomous Workflows ▼Technology
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▼Technology
Cybersecurity & Digital Trust › Identity & Access Management ▼Technology
Cequence Security · Technology · Positive Cequence launched Agent Trust, a new capability in its Application and API Protection suite, directly tied to the Muse agent detection findings.
META · Technology · Neutral Meta's Muse AI agent launched Sept 8 and was detected across over half of studied customers, but the article frames it as a security/visibility concern rather than a clear positive or negative for Meta.
United States▲
Oppenheimer Starts SailPoint at Outperform With $30 Price Target
Oppenheimer initiated coverage of cybersecurity firm SailPoint with an Outperform rating and a $30 price target, sending shares up 1.3% in premarket trading on Wednesday. Analyst Ittai Kidron wrote that SailPoint offers differentiated technology well-positioned for a critical role in AI agent identity security, and that AI security adoption offers meaningful upside versus management's FY29 ARR target that is mismodeled by consensus. Kidron noted that strong management execution could drive share appreciation despite the roughly 85% ownership overhang from private equity firm Thoma Bravo, and said a strategic buyer may emerge if the valuation discount versus peers persists. He added that SailPoint's shift to software-as-a-service from on-premises represents roughly $1B in incremental annual recurring revenue, which could pressure near-term reported revenue and free cash flow but strengthens recurring revenue growth and long-term margins. Over a 12-18-month horizon, Kidron said he anticipates AI security proof points to emerge along with positive revenue and ARR revisions and multiple expansion toward the 11x multiple embedded in his price target.
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Cybersecurity & Digital Trust › Identity & Access Management ▲Capital
Cybersecurity & Digital Trust › Identity Governance & Administration (IGA) ▲Capital
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Capital
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Zscaler Partners With IBM and Red Hat on Private App Security
Zscaler announced a new partnership with IBM and Red Hat to help secure private applications during active vulnerability windows. The collaboration combines Zscaler's Autonomous Application Shield with IBM and Red Hat remediation tools to deliver application-specific protections, while Lightwell supplies validated open source fixes. The joint solution targets real-time safeguards against exploitation attempts, including those using AI-powered and opportunistic attack methods. Zscaler, a US software provider with a market cap of $32.9b, runs a cloud-based security platform that inspects traffic and enforces access rules for enterprises worldwide. The company said the key markers ahead are early access adoption of Autonomous Application Shield with Lightwell by large enterprises and any contribution to annual recurring revenue tied to application shielding and AI-driven response.
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Cybersecurity & Digital Trust › Cloud & Workload Security ▲Technology
Cybersecurity & Digital Trust › Network Security & SASE ▲Technology
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Cybersecurity & Digital Trust › Identity & Access Management Technology
0ZC.XETRA · Demand · Positive Zscaler's Autonomous Application Shield is the centerpiece of the new IBM/Red Hat partnership targeting enterprise adoption and ARR growth.
ZS · Demand · Positive Zscaler's Autonomous Application Shield is the centerpiece of the new IBM/Red Hat partnership targeting enterprise adoption and ARR growth.
IBM · Demand · Positive IBM's remediation tools are part of the joint Zscaler/Red Hat private-app security solution, expanding its security offering to enterprises.
Red Hat, Inc. · Demand · Positive Red Hat's remediation tools are integrated into the joint solution to secure private applications during vulnerability windows.
Global
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India
AustraliaUnited States▲
Yubico and Okta Survey Finds 43% of Security Pros Still Use Passwords at Work
A new survey from Yubico and Okta found that 43% of cybersecurity and IT professionals still rely on passwords at work even though most know passkeys are more secure. The annual 2026 Global State of Authentication report, conducted by Talker Research, surveyed nearly 2,000 cybersecurity and IT professionals across nine countries, and found that 52% inherited passwords on their first day, establishing legacy onboarding defaults that dictate long-term security habits. The survey also found that 44% suffered an AI-driven attack in the last 12 months, with Singapore experiencing the highest rate globally at 58%, compared with Japan at 30% and Germany at 38%, while 39% of security professionals failed to distinguish AI-generated text from human writing. India at 68%, Australia at 60%, and the U.S. at 56% showed the highest proportion of workers very familiar with passkeys, yet 50% of U.S. security pros still use passwords at work, leading all surveyed markets in legacy password dependency. Yubico and Okta said they are partnering to streamline how enterprise identity systems issue, manage, and enforce hardware-backed credentials, embedding phishing resistance into modern access management platforms to help IT teams eliminate password dependencies without adding operational friction.
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Cybersecurity & Digital Trust › Workforce & Customer IAM (SSO/MFA) ▲Technology
Cybersecurity & Digital Trust › Identity & Access Management ▲Technology
OKTA · Demand · Positive Okta is partnering with Yubico to streamline enterprise issuance and enforcement of hardware-backed phishing-resistant credentials, expanding its identity platform offering.
Yubico · Demand · Positive Yubico co-authored the report and is partnering with Okta to embed hardware-backed phishing-resistant credentials into enterprise access management.
Canada▲
Tiny Completes $1.9 Million Acquisition of Oso Cloud
Tiny Ltd. has completed its acquisition of the assets comprising Oso Cloud, an enterprise software business specializing in authorization and access control, for approximately $1.9 million in cash consideration. The deal closed on October 1, 2026, and was funded with Tiny's balance sheet cash, comprising approximately $1.2 million paid at closing and an aggregate holdback of approximately $0.7 million for transition services and transaction adjustments. Founded in 2019, Oso Cloud had approximately $5.3 million in annualized recurring revenue at closing and served approximately 80 customers in security, fintech and developer software on recurring subscription contracts, including several multi-year agreements. Including Oso Cloud, Tiny's pro forma annualized recurring revenue would rise approximately 7.6 percent, from $70.0 million to approximately $75.4 million. Chief Executive Officer Austin Singhera said controlling access to sensitive data and critical systems is fundamental to how large enterprises operate securely, especially as new applications and AI tools reshape how work gets done.
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Cybersecurity & Digital Trust › Identity & Access Management ▲Competition
Cybersecurity & Digital Trust › Workforce & Customer IAM (SSO/MFA) Competition
Oso Cloud · Capital · Positive Oso Cloud's assets were acquired by Tiny for ~$1.9M, with ~$5.3M ARR and ~80 customers
Tiny Ltd. · Capital · Positive Tiny completed a $1.9M cash acquisition of Oso Cloud, adding ~$5.3M ARR and lifting pro forma ARR ~7.6% to ~$75.4M
United States▲
Forter Named Launch Partner for Salesforce Storefront Next, Extends Protection to Loyalty Management
Forter announced it is a launch partner for Salesforce Commerce's new Storefront Next offering, extending its trust intelligence across more Salesforce commerce offerings. Brands adopting Storefront Next gain Forter's fraud prevention, abuse protection and payment optimization across every path to purchase the platform supports, including its Shopper Agent and Commerce Cloud Client experiences. Forter is also teaming with Salesforce to protect loyalty programs, combining Forter's Account Protection with Salesforce Loyalty Management to block bad actors, account takeovers and policy abuse. The expansion follows Forter being named Salesforce's 2027 Partner of the Year for Transform & Scale. Forter said the collaboration will be shown at its IMPACT 2026 conference on Oct. 14 in New York City.
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Cybersecurity & Digital Trust › Identity & Access Management ▲Technology
Forter · Demand · Positive Forter is named a launch partner for Salesforce Storefront Next and extends its fraud/account protection to Salesforce Loyalty Management, expanding distribution of its trust intelligence products.
CRM · Demand · Positive Forter's fraud prevention and account protection are being integrated across Salesforce Commerce's Storefront Next and Loyalty Management, expanding the platform's partner ecosystem and product capabilities.