[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.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1348 followers Created: 2025-07-22 01:26:03 UTC BENEFICIARIES OF $MSFT SECURITY BREACH CyberArk Software Ltd $CYBR and several other cybersecurity firms could benefit from recently exploited Microsoft security vulnerabilities, according to TD Cowen analyst Shaul Eyal. The cybersecurity sector has shown strong momentum, with industry leader Fortinet $FTNT delivering an impressive XX% return over the past year. On July 20, the Washington Post reported that hackers had exploited a security flaw in Microsoft SharePoint Servers to target U.S. federal and state agencies, universities, energy companies, and an Asian telecommunications company over the past few days. The U.S. government, along with partners in Canada and Australia, is investigating the compromise. According to InvestingPro, Fortinet’s strong financial health score and robust gross profit margins of XX% position it well to capitalize on increased cybersecurity demand. Microsoft has not yet issued a patch for the vulnerability, while incident response teams from Palo Alto Networks $PANW and CrowdStrike $CRWD have acknowledged the attacks, according to the report. TD Cowen identified several potential beneficiaries from this security incident, including CyberArk, Okta $OKTA, and SailPoint for their complex identity solutions, and Varonis Systems $VRNS for advanced data risk assessment capabilities. Additional companies that might see increased demand include Palo Alto Networks and CrowdStrike for incident response, while Check Point Software $CHKP Fortinet $FTNT Zscaler $ZS Cloudflare $NE SentinelOne $S and Tenable $TENB could benefit from their hybrid platforms and vulnerability management capabilities. In other recent news, Fortinet’s first-quarter 2025 financial results have drawn varied reactions from analysts and investors. The company reported robust product sales that exceeded FactSet consensus estimates in revenue, billings, free cash flow, and operating margins. However, the slower growth in subscription revenue has led to a cautious stance from analysts, despite the company reaffirming its full-year revenue forecast and slightly increasing its operating margin outlook. Stifel adjusted its price target for Fortinet to $XX from $115, maintaining a Hold rating due to concerns about sales-force uncertainty and higher-than-expected customer churn. Meanwhile, Cantor Fitzgerald maintained a Neutral rating, raising its price target to $110, citing improved trends and a balanced outlook. KeyBanc Capital Markets kept an Overweight rating with a $XXX target, noting a positive outlook despite some concerns about Fortinet’s go-to-market team turnover. Additionally, Fortinet announced enhancements to its security offerings, including the FortiMail Workspace Security suite and upgrades to its FortiDLP solution, addressing AI-enabled cybercrime threats. These developments reflect Fortinet’s ongoing efforts to adapt to the evolving cybersecurity landscape and maintain its market position. Source: XX engagements  **Related Topics** [msft](/topic/msft) [momentum](/topic/momentum) [$msft](/topic/$msft) [microsoft](/topic/microsoft) [stocks technology](/topic/stocks-technology) [$cybr](/topic/$cybr) [$ftnt](/topic/$ftnt) [Post Link](https://x.com/TransEnergy/status/1947468147445182852)
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Mike M. Mustafoglu @TransEnergy on x 1348 followers
Created: 2025-07-22 01:26:03 UTC
BENEFICIARIES OF $MSFT SECURITY BREACH
CyberArk Software Ltd $CYBR and several other cybersecurity firms could benefit from recently exploited Microsoft security vulnerabilities, according to TD Cowen analyst Shaul Eyal. The cybersecurity sector has shown strong momentum, with industry leader Fortinet $FTNT delivering an impressive XX% return over the past year. On July 20, the Washington Post reported that hackers had exploited a security flaw in Microsoft SharePoint Servers to target U.S. federal and state agencies, universities, energy companies, and an Asian telecommunications company over the past few days. The U.S. government, along with partners in Canada and Australia, is investigating the compromise. According to InvestingPro, Fortinet’s strong financial health score and robust gross profit margins of XX% position it well to capitalize on increased cybersecurity demand. Microsoft has not yet issued a patch for the vulnerability, while incident response teams from Palo Alto Networks $PANW and CrowdStrike $CRWD have acknowledged the attacks, according to the report. TD Cowen identified several potential beneficiaries from this security incident, including CyberArk, Okta $OKTA, and SailPoint for their complex identity solutions, and Varonis Systems $VRNS for advanced data risk assessment capabilities. Additional companies that might see increased demand include Palo Alto Networks and CrowdStrike for incident response, while Check Point Software $CHKP Fortinet $FTNT Zscaler $ZS Cloudflare $NE SentinelOne $S and Tenable $TENB could benefit from their hybrid platforms and vulnerability management capabilities. In other recent news, Fortinet’s first-quarter 2025 financial results have drawn varied reactions from analysts and investors. The company reported robust product sales that exceeded FactSet consensus estimates in revenue, billings, free cash flow, and operating margins. However, the slower growth in subscription revenue has led to a cautious stance from analysts, despite the company reaffirming its full-year revenue forecast and slightly increasing its operating margin outlook. Stifel adjusted its price target for Fortinet to $XX from $115, maintaining a Hold rating due to concerns about sales-force uncertainty and higher-than-expected customer churn. Meanwhile, Cantor Fitzgerald maintained a Neutral rating, raising its price target to $110, citing improved trends and a balanced outlook. KeyBanc Capital Markets kept an Overweight rating with a $XXX target, noting a positive outlook despite some concerns about Fortinet’s go-to-market team turnover. Additionally, Fortinet announced enhancements to its security offerings, including the FortiMail Workspace Security suite and upgrades to its FortiDLP solution, addressing AI-enabled cybercrime threats. These developments reflect Fortinet’s ongoing efforts to adapt to the evolving cybersecurity landscape and maintain its market position. Source:
XX engagements
Related Topics msft momentum $msft microsoft stocks technology $cybr $ftnt