[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3536 followers Created: 2025-07-21 14:39:19 UTC TD Cowen's Potential Beneficiaries of Microsoft's Security Flaws: $CYBR, $SAIL, $VRNS, $PANW, $OKTA, $CRWD, $ZS, $NET, $S, $TENB, $FTNT, & $CRWD. TD Cowen said in its note to investors: "Press reports indicate that threat actors have exploited $MSFT security flaws to target victims that include high-profile organizations, including the US Federal government. This attack, for which no patch has yet been issued, supports our view that good enough is not enough and underlines the importance of independent security vendors. Potential beneficiaries include $CYBR, $SAIL, $VRNS, $PANW, & $CRWD. On 7/20, the Washington Post cited state officials and private researchers reporting that hackers have exploited a security flaw in Microsoft software to launch an attack on government agencies and businesses over the past few days. The story cites breaches in US Federal and state agencies, universities, energy companies and an Asian telecommunications company. According to the story, the breach involved SharePoint Servers, and the U.S. government along partners in Canada and Australia are investigating the compromise. The Post note that Microsoft has issued no patch for the flaw and cites executives from $PANW and $CRWD incident response teams acknowledging the attacks. Potential Beneficiaries: In our view, cybersecurity companies that might see incremental demand resulting from this incident include, among others, $CYBR, $OKTA, and $SAIL who provide complex identity solutions, and $VRNS who delivers advanced data risk assessment, and $PANW and $CRWD from an incident response perspective. $CHKP, $FTNT, $ZS, $NET, as well as $PANW, $CRWD and $S provide hybrid related platforms and $TENB provides vulnerabilities mgmt (VM) capabilities." XXX engagements  **Related Topics** [msft](/topic/msft) [okta](/topic/okta) [$msft](/topic/$msft) [$net](/topic/$net) [$crwd](/topic/$crwd) [$okta](/topic/$okta) [$sail](/topic/$sail) [$cybr](/topic/$cybr) [Post Link](https://x.com/Quantumup1/status/1947305393413046560)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
quantumup @Quantumup1 on x 3536 followers
Created: 2025-07-21 14:39:19 UTC
TD Cowen's Potential Beneficiaries of Microsoft's Security Flaws: $CYBR, $SAIL, $VRNS, $PANW, $OKTA, $CRWD, $ZS, $NET, $S, $TENB, $FTNT, & $CRWD. TD Cowen said in its note to investors: "Press reports indicate that threat actors have exploited $MSFT security flaws to target victims that include high-profile organizations, including the US Federal government.
This attack, for which no patch has yet been issued, supports our view that good enough is not enough and underlines the importance of independent security vendors. Potential beneficiaries include $CYBR, $SAIL, $VRNS, $PANW, & $CRWD.
On 7/20, the Washington Post cited state officials and private researchers reporting that hackers have exploited a security flaw in Microsoft software to launch an attack on government agencies and businesses over the past few days. The story cites breaches in US Federal and state agencies, universities, energy companies and an Asian telecommunications company. According to the story, the breach involved SharePoint Servers, and the U.S. government along partners in Canada and Australia are investigating the compromise. The Post note that Microsoft has issued no patch for the flaw and cites executives from $PANW and $CRWD incident response teams acknowledging the attacks.
Potential Beneficiaries: In our view, cybersecurity companies that might see incremental demand resulting from this incident include, among others, $CYBR, $OKTA, and $SAIL who provide complex identity solutions, and $VRNS who delivers advanced data risk assessment, and $PANW and $CRWD from an incident response perspective. $CHKP, $FTNT, $ZS, $NET, as well as $PANW, $CRWD and $S provide hybrid related platforms and $TENB provides vulnerabilities mgmt (VM) capabilities."
XXX engagements
