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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| VRNS | DEFA14A | bullish | 8/10 | Varonis Systems has entered into a definitive merger agreement to be acquired by Proofpoint, Inc. (a Thoma Bravo portfol | Oct 15, 2026 |
| VRNS | 8-K | bullish | 7/10 | Varonis Systems has entered into a definitive agreement to be acquired by Proofpoint, Inc., a Thoma Bravo portfolio comp | Oct 15, 2026 |
| LAES | PRESS-RELEASE | bullish | 5/10 | SEALSQ reported preliminary 9M 2026 revenue of $16.3M (+65% YoY) and reaffirmed FY 2026 guidance of $27M-$36M (50-100% g | Oct 15, 2026 |
| LAES | 6-K | bullish | 6/10 | SEALSQ Corp (LAES) disclosed via Form 6-K that it, along with WISeQey Corp, has entered into a definitive business combi | Oct 14, 2026 |
| CRWD | CLUSTER | bearish | 4/10 | Three CrowdStrike insiders, including the CEO and Chief Accounting Officer, sold a total of $3.06M in shares over a one- | Oct 13, 2026 |
| TENB | 8-K | neutral | 4/10 | Tenable Holdings entered into a $400 million senior secured revolving credit facility on October 13, 2026, replacing its | Oct 13, 2026 |
| HUBC | 6-K | neutral | 3/10 | HUB Cyber Security appointed two independent directors, Richard Paolone and Joseph Tung, both securities lawyers with U. | Oct 13, 2026 |
| LAES | PRESS-RELEASE | neutral | 2/10 | SEALSQ announced that its research team presented a peer-reviewed paper on a novel side-channel attack on ML-KEM key gen | Oct 13, 2026 |
| FTNT | ANALYST-UPGRADE | mixed | 1/10 | Amerx initiated coverage on Fortinet (FTNT) at Overweight with a $240 price target, representing 30.3% upside from the c | Oct 12, 2026 |
| PANW | 144 | neutral | 2/10 | Aparna Bawa, a director of Palo Alto Networks and Zoom Video Communications executive, filed a Form 144 on October 9, 20 | Oct 9, 2026 |
| ZS | 144 | neutral | 3/10 | Adam Geller, an officer of Zscaler, filed a Form 144 notice of intent to sell 23,958 shares of common stock, with an est | Oct 9, 2026 |
| GEN | 8-K | neutral | 2/10 | Gen Digital Inc. appointed Talbott Roche, CEO of Blackhawk Network, to its Board of Directors effective October 6, 2026. | Oct 9, 2026 |
| PANW | 144 | neutral | 2/10 | Lee Klarich, an officer of Palo Alto Networks, filed a Form 144 notice of intent to sell 60,000 shares through Goldman S | Oct 8, 2026 |
| GEN | 3 | neutral | 2/10 | Talbott Roche, an officer/director of Gen Digital Inc., filed a Form 3 initial statement of beneficial ownership, report | Oct 8, 2026 |
| OKTA | 144 | neutral | 2/10 | Shibu Ninan, an officer of Okta, filed a Form 144 notice of intent to sell 14,677 shares of common stock with an estimat | Oct 7, 2026 |
| S | 144 | neutral | 2/10 | Sonalee Parekh, an officer of SentinelOne, filed a Form 144 notice of intent to sell 16,304 shares of common stock, with | Oct 7, 2026 |
| TENB | 3 | neutral | 1/10 | Charlie Bell filed a Form 3 initial statement of beneficial ownership with the SEC, reporting no securities beneficially | Oct 6, 2026 |
| LAES | PRESS-RELEASE | neutral | 4/10 | SEALSQ led a $10 million PIPE investment in WISeSat.Space (SAIQ), a related-party space technology subsidiary under comm | Oct 6, 2026 |
| TENB | 8-K | neutral | 3/10 | Tenable appointed Charles Bell, a senior Microsoft and AWS executive with deep in engineering and former AWS SVP, to its | Oct 6, 2026 |
| ZS | 8-K | neutral | 3/10 | Zscaler hosted its 2026 Investor Day and reaffirmed its previously provided guidance for Q1 and full fiscal year 2027. N | Oct 6, 2026 |
| ZS | PRESS-RELEASE | neutral | 4/10 | Zscaler reaffirmed its Q1 and full-year FY2027 guidance at its Investor Day, with Q1 revenue guidance of $935-939M (~19% | Oct 6, 2026 |
| CRWD | CLUSTER | bearish | 5/10 | CrowdStrike insiders sold $30.58M in open-market sales over a 7-day window, led by CFO Burt Podbere ($19.19M) and Presid | Oct 5, 2026 |
| PANW | CLUSTER | bearish | 4/10 | Three Palo Alto Networks insiders, including the CFO, sold a total of $2.34M in open-market sales over a one-week window | Oct 5, 2026 |
| CRWD | CLUSTER | bearish | 6/10 | CEO George Kurtz and CFO Burt Podbere sold a combined $4.88M in open-market stock over a one-week window. The CEO's sale | Oct 2, 2026 |
| LAES | 6-K | neutral | 5/10 | SEALSQ Corp reports the closing of the WISeSat.Space business combination and its PIPE investment. SEALSQ received 1,040 | Oct 2, 2026 |
| LAES | PRESS-RELEASE | neutral | 3/10 | SEALSQ announced that its subsidiary WISeSat.Space began trading on Nasdaq under ticker 'SAIQ'. This is a corporate stru | Oct 2, 2026 |
| FTNT | PRESS-RELEASE | neutral | 1/10 | Fortinet, Inc. announced it will report its Q3 2026 results on October 28. | Oct 2, 2026 |
| CRWD | 144 | neutral | 4/10 | Sameer Gandhi, a director of CrowdStrike, filed a Form 144 notice of intent to sell 82,000 shares of common stock throug | Oct 1, 2026 |
| CRWD | CLUSTER | bearish | 6/10 | CrowdStrike insiders, including the CEO, CFO, and President, sold a total of $27.66M in open-market sales over a one-wee | Sep 30, 2026 |
| ZS | CLUSTER | bearish | 4/10 | Three Zscaler insiders, including the CFO, CLO, and CPO, sold a total of $1.23M in shares over a one-week window. The la | Sep 28, 2026 |