Cybersecurity 2 February 2026 - 23 February 2026

Okta stock price slides 9% as Anthropic’s Claude Code Security spooks cyber names
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Okta stock price slides 9% as Anthropic’s Claude Code Security spooks cyber names

Okta shares dropped 9.2% to $74.29 Friday, hitting a 52-week low amid a sharp selloff in cybersecurity stocks after Anthropic launched an AI tool for code security. The broader market rose, with the Nasdaq up 0.9% and S&P 500 up 0.7%. Okta reports quarterly results March 4. Investors cited concern over AI products encroaching on traditional security roles.
February 21, 2026
Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch
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Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch

Palo Alto Networks shares fell 0.9% to $150.99 in after-hours trading Thursday after the company cut its full-year adjusted profit outlook, citing higher costs from recent acquisitions. Fiscal second-quarter revenue rose 15% to $2.6 billion. Palo Alto launched a cash offer for CyberArk’s convertible notes, with a March 20 deadline for noteholders. The company expects to spend $2.3 billion in cash on CyberArk in its fiscal third quarter.
February 20, 2026
Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs
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Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs

Palo Alto Networks shares fell 7.7% to $150.95 Wednesday after the company cut its fiscal 2026 adjusted earnings forecast to $3.65–$3.70 per share, citing higher integration costs from acquisitions. The cybersecurity firm raised its revenue outlook but forecast third-quarter adjusted profit below analyst estimates. Acquisition-related expenses rose to $24 million in the quarter.
February 18, 2026
Fortinet (FTNT) stock holds steady premarket after analyst downgrade rattles cybersecurity names
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Fortinet (FTNT) stock holds steady premarket after analyst downgrade rattles cybersecurity names

Fortinet shares were steady in premarket trading at $81.69 after falling 4.5% Tuesday. Freedom Capital Markets downgraded the stock to “Hold” on valuation concerns but kept a $90 target. Palo Alto Networks’ profit warning weighed on cybersecurity sentiment. Investors await results from Zscaler on Feb. 26 and CrowdStrike on March 3.
February 18, 2026
Cloudflare stock dips after hours as Mastercard cyber “report card” deal takes shape
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Cloudflare stock dips after hours as Mastercard cyber “report card” deal takes shape

Cloudflare shares fell 1.1% to $193.68 in after-hours trading Tuesday after announcing a cybersecurity partnership with Mastercard. The companies plan tools to grade and defend internet-facing risks for small businesses and critical infrastructure. Traders also watched Cloudflare’s service-status page after alerts on datacenter latency and certificate outages earlier in the day.
February 18, 2026
Palo Alto Networks stock slips as PANW lines up Koi deal ahead of earnings
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Palo Alto Networks stock slips as PANW lines up Koi deal ahead of earnings

Palo Alto Networks shares fell 1.5% to $164.50 Tuesday after announcing a deal to acquire AI security startup Koi and launching a new managed security service. The stock hit an intraday low of $160.11. Investors awaited quarterly results due after the close, with guidance and deal integration in focus. Other cybersecurity stocks, including CrowdStrike and Fortinet, also declined.
February 17, 2026
Palo Alto Networks stock in focus: Tel Aviv “CYBR” plan and CyberArk deal tee up earnings week
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Palo Alto Networks stock in focus: Tel Aviv “CYBR” plan and CyberArk deal tee up earnings week

Palo Alto Networks will seek a secondary listing on the Tel Aviv Stock Exchange as “CYBR” after closing its $25 billion CyberArk acquisition. PANW shares rose 2.5% to $166.95 Friday. Options markets signal an 8% move is likely after Tuesday’s earnings. CyberArk shareholders receive $45 cash and 2.2005 Palo Alto shares per share.
February 14, 2026
Palo Alto Networks stock rises as CyberArk deal closes, Tel Aviv listing plan in focus
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Palo Alto Networks stock rises as CyberArk deal closes, Tel Aviv listing plan in focus

Palo Alto Networks shares rose 2.4% to $166.65 Friday after closing a $25 billion acquisition of Israel’s CyberArk and announcing plans for a secondary listing in Tel Aviv. The company will report quarterly results Feb. 17, with investors focused on integration costs and demand. Palo Alto expects to trade as “CYBR” on TASE while keeping “PANW” on Nasdaq. The stock traded between $162.04 and $170.36 during the session.
February 13, 2026
Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces
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Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces

Palo Alto Networks shares slipped 0.2% after the company confirmed plans for a secondary listing in Tel Aviv following its $25 billion CyberArk acquisition. An SEC filing detailed changes to CyberArk’s convertible notes and related hedges. Palo Alto will keep CyberArk’s products standalone for now. Investors await the company’s Feb. 17 earnings for updates on integration and demand.
February 12, 2026
Singapore lifts lid on UNC3886 telecom hack hitting Singtel, StarHub, M1 and Simba
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Singapore lifts lid on UNC3886 telecom hack hitting Singtel, StarHub, M1 and Simba

Hackers linked to UNC3886 breached parts of all four major Singapore telcos’ networks in 2025, authorities said Tuesday. No service disruptions or evidence of stolen customer data were found. A multi-agency response, Operation CYBER GUARDIAN, lasted over 11 months. Officials said attackers used a zero-day exploit and exfiltrated some technical network data.
February 10, 2026
Google data show 40% of Android phones may be exposed — check your security update now
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Google data show 40% of Android phones may be exposed — check your security update now

Over 40% of Android devices still run version 12 or earlier, which no longer receive security patches, according to Google's latest report. Android 15 leads with 19.3% adoption, while Android 16 is on just 7.5%. Security experts warn of rising fake app and NFC payment scams targeting unpatched phones. Google ended official support for Android 12 in March 2025.
February 7, 2026
Coupang data leak widens again: 165,000 more users as US pressure builds
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Coupang data leak widens again: 165,000 more users as US pressure builds

Coupang confirmed personal data from 165,000 more users was leaked in a breach first reported last year. Seoul’s national security adviser said the fallout is affecting trade and security talks with Washington. A US House panel has subpoenaed Coupang for records in a probe of alleged discrimination against American firms. Coupang shares fell about 10% in US trading.
February 5, 2026
Italy says it blocked Russia-linked cyberattacks on Milano Cortina Olympics sites and a U.S. embassy
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Italy says it blocked Russia-linked cyberattacks on Milano Cortina Olympics sites and a U.S. embassy

Italy blocked cyberattacks targeting its foreign ministry, an embassy in Washington, and Milano Cortina Winter Olympics sites, Foreign Minister Antonio Tajani said Wednesday. He linked the attacks to Russian actors but gave no technical details. A U.S. official in Milan said no credible threats are tracked, though cyberattacks remain a daily risk as the Games open Friday.
February 5, 2026
China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads
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China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads

China’s Ministry of Industry and Information Technology warned Thursday that misconfigured OpenClaw AI agent deployments could expose users to cyberattacks and data leaks. The ministry urged audits and tighter controls but did not ban the software. Chinese cloud firms have rushed to offer OpenClaw hosting since November. Researchers recently found malware-laced add-ons in its ClawHub marketplace.
February 5, 2026
Super Bowl LX braces for AI cyberattacks with Wi‑Fi 7 overhaul and a “cyber command center”
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Super Bowl LX braces for AI cyberattacks with Wi‑Fi 7 overhaul and a “cyber command center”

The NFL and San Francisco 49ers opened a cyber command center at Levi’s Stadium ahead of Super Bowl LX to monitor for AI-driven threats. Cisco installed nearly 1,500 Wi‑Fi 7 routers as the stadium prepares for over 35 terabytes of fan data uploads. The upgrade includes a new data center and expanded network capacity for 65,000 attendees. Security teams say AI attacks are a growing concern this year.
February 4, 2026
Notepad++ hit by months-long update hijack blamed on China-linked hackers — what users need to know
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Notepad++ hit by months-long update hijack blamed on China-linked hackers — what users need to know

Notepad++ said Monday its update process was hijacked in 2025, letting attackers push malicious downloads to select users. Researchers linked the campaign to Chinese state-backed hackers. The breach stemmed from shared hosting, not the source code. The vulnerability was fixed in November, with new update verification measures now in place.
February 2, 2026
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