SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Middle East conflict and attacks on tankers and energy infrastructure could disrupt oil supplies, with traders also citing tight inventories. The community is split between bulls expecting further gains and bears who see a crowded, speculation-driven war premium that could unwind if diplomacy advances or supply concerns ease.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after a sharp selloff across AI infrastructure and neocloud stocks, fueled by worries about financing costs, debt, and whether AI buildout spending will earn adequate returns. Traders are split on whether the oversold rebound signals stabilization or is a bull trap, with some arguing Nebius is better positioned than more debt-heavy peers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Small caps are under pressure amid hotter inflation readings and concerns that interest rates may stay higher, with traders noting the Russell 2000s sensitivity to borrowing costs and its technical weakness. Some see oversold conditions and sector rotation as support for a rebound, while others expect further downside if key support fails.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index rules have raised the possibility that Strategy could be removed from major benchmarks, fueling concerns about forced passive-fund selling and adding pressure amid Bitcoin volatility. Traders are split between expecting further downside and buying the dip, with dilution and the companys preferred-stock buyback strategy also drawing criticism; removal has not been confirmed.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops reminder that its shareholder warrants are nearing expiration is driving attention, with traders focused on whether the shares can rise above the exercise price before the deadline. Bears expect the warrants to expire worthless, avoiding dilution, while bulls speculate that Ryan Cohen may take action to lift the stock or extend the deadline.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile rebound after a sharp semiconductor selloff, as traders debate whether AI infrastructure spending can generate sufficient returns and whether debt risks at companies such as CoreWeave signal broader trouble. Bears see more downside if capex and financing concerns persist, while bulls view the pullback as overdone and expect upcoming earnings and guidance to reinforce AI-chip demand.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to fresh lows is being linked to concerns about Trumps political standing ahead of the midterms and doubts about the companys business prospects, including Truth Social engagement. The discussion is overwhelmingly bearish, though some traders see a potential bounce or short squeeze.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a sharp, prolonged pullback and a wider semiconductor selloff, with traders debating whether concerns about AI spending, financing, and returns signal a broader downturn. Many blame CEO Hock Tans comments likening AI investing to gambling for worsening sentiment, while others view the selloff as a buying opportunity.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas new U.S. beverage partnership with KFC, replacing Pepsi at its restaurants, is drawing attention alongside KOs recent breakout and strength versus weaker tech stocks. Traders are broadly bullish on the momentum and defensive appeal, though some see the shares as stretched and expect resistance or a pullback.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

A sharp, volatile pullback has investors focused on whether CLS can hold support, with some traders buying the dip while others expect further declines. The selloff is being weighed against optimism about AI-infrastructure demand and an upcoming earnings report, though traders disagree on whether that optimism is already priced in.

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Varonis Systems Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Varonis Systems, Inc. - VRNS

Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (KSF) are investigating the proposed sale of Varonis Systems, Inc. (NasdaqGS: VRNS) to Proofpoint, Inc. Under the terms of the proposed transaction, shareholders of Varonis will receive $49.75...

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(RTTNews) - Data and AI security company Varonis Systems, Inc. (VRNS) announced its agreement to be acquired by Proofpoint, Inc., a privately held human and agent cybersecurity firm, in an all-cash transaction valued at around $6.3 billion...

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Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Varonis Systems, Inc. (NASDAQ: VRNS) to Proofpoint, Inc. for $49.75 per share in cash.Halper Sadeh encourages Varonis shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or...

CRWD Stock Leads Wedbush’s Cybersecurity Bets: Check Point, Fortinet, Varonis, Telos Downgraded

Equity

Wedbush gave CrowdStrike shares an ‘Outperform’ rating and a $250 price target.


Why Is Qualys (QLYS) Down 6.8% Since Last Earnings Report?

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Varonis (VRNS) Surges 10.4%: Is This an Indication of Further Gains?

Varonis (VRNS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

VRNS Stock Jumps 10% As Thoma Bravo-Owned Proofpoint Is Said To Weigh A Bid 

Proofpoint, the Thoma Bravo–owned email and collaboration security company, is reportedly in talks to buy Varonis.

Varonis Systems, Inc. engages in the provision of a security software platform. Its software enables enterprises and industries to protect data stored in the cloud and on-premises including sensitive files and emails, confidential personal data belonging to customers, patients, and employees, financial records, source code, strategic, and product plans, and other intellectual property. It operates through the following geographical segments: North America, Europe, Middle East, and Africa, and Rest of the World. The company was founded by Yakov Faitelson and Ohad Korkus on November 3, 2004 and is headquartered in Miami, FL.

Varonis Systems Inc

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Wedbush cited CrowdStrike’s platform strength and its positioning around AI-driven and agentic cybersecurity.</li><li>Elastic also received an ‘Outperform’ rating, with Wedbush raising its price target to $125 on expectations for a potential fiscal 2027 growth inflection.</li><li>Check Point, Fortinet, Varonis and Telos were downgraded, although Wedbush raised its price targets for Fortinet and Varonis.</li></ul><p>CrowdStrike Holdings (CRWD) emerged as one of Wedbush’s top cybersecurity picks on Friday, while Check Point Software Technologies (CKPT), Fortinet (FTNT), Varonis Systems (VRNS) and Telos (TLS) were downgraded.</p><p>FTFT stock has roughly doubled year to date, leading the broader cohort, followed by CrowdStrike, up around 78%, and Varonis, up about 38%. Telos is down roughly 8%, while Check Point has fallen about 30%.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260911_092656138_1_2d720b5d20.png" alt="koyfin_20260911_092656138 (1).png" width="2400" height="1240"><figcaption>CRWD, CKPT, FTNT, VRNS, TLS stock price performance year-to-date on September 11 as of 9:00 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CrowdStrike Leads Wedbush’s Cybersecurity Bets</h2><p>In a note to investors cited by TheFly, Wedbush initiated coverage of CrowdStrike with an ‘Outperform’ rating and a $250 price target, calling the company one of its highest-conviction names in cybersecurity and one of its top technology picks for the next 12 to 18 months. The target reflects the company’s 4-for-1 stock split.</p><p>Wedbush pointed to CrowdStrike’s platform strength and the growing importance of AI-driven cyber defense as companies contend with increasingly sophisticated malware threats. The firm also sees potential in CrowdStrike’s development of agentic security and agentic security operations center orchestration.</p><p>Wedbush also raised the price target on Elastic (ESTC) to $125, up from $65, and maintained an ‘Outperform’ rating. The firm cited that the company’s search, observability, and security businesses could reach a growth inflection in fiscal 2027 behind the price target hike.</p><p><a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> edged 0.5% higher in early monring trade as the broader market moved higher. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/ESTC">Shares of ESTC</a> moved 0.7% higher, with sentiment also in the ‘bearish’ zone.&nbsp;</p><h2 class="st-heading-2">Check Point, Fortinet Face Higher Bar</h2><p>The bullish view on CrowdStrike stood in contrast to downgrades across several other cybersecurity names. Wedbush downgraded Check Point to ‘Neutral’ from ‘Outperform’, cutting its price target to $135 from $160. The firm acknowledged the company’s transformation under CEO Nadav Zafrir and its expanded $2 billion buyback authorization, but pointed to decelerating growth heading into fiscal 2027.</p><p>Wedbush called Check Point a “prove-me” story, suggesting investors will need to see evidence that the company’s transformation can translate into renewed top-line momentum.</p><p>Fortinet was also downgraded to ‘Neutral’ from ‘Outperform’, although Wedbush raised its price target to $155 from $125. The firm said the stock’s roughly 100% year-to-date gain has left the market “currently baking in a best-case scenario,” creating a higher bar for the company to outperform through the second half of fiscal 2026.</p><p><a href="https://stocktwits.com/symbol/CHKP">CHKP stock</a> edged 0.6% lower in morning trade, while&nbsp;<a href="https://stocktwits.com/symbol/FTNT">FTNT stock</a> slipped as much as 0.5%. Both saw retail sentiment trending in ‘bearish’ territory over the past day on Stocktwits.&nbsp;</p><h2 class="st-heading-2">Varonis, Telos Need To Prove Growth</h2><p>Wedbush also downgraded Varonis to ‘Neutral’ from ‘Outperform’, while raising its price target to $46 from $37.</p><p>The firm sees Varonis as well-positioned for the emerging agentic AI and data-security opportunity, citing 25% annual SaaS revenue growth excluding conversions, platform expansion, and opportunities in AI governance and database monitoring.&nbsp;</p><p>However, Wedbush said it stayed cautious because Veronis’ growth remains below that of peers. It added the stock needs sustained top-line reacceleration before commanding a higher valuation.</p><p>Telos received the most bearish call, with Wedbush cutting the stock to ‘Underperform’ from ‘Neutral’ and lowering its price target to $5 from $8. While growth accelerated to 33%, the firm said it remains concerned about variability in federal contracts and the early-stage adoption of Telos’ Xacta.ai platform.</p><p><a href="https://stocktwits.com/symbol/VRNS">VRNS stock</a> moved 0.8% lower, while&nbsp;<a href="https://stocktwits.com/symbol/TLS">TLS stock</a> plumetted more than 6%. On Stocktwits, retail sentiment around VRNS improved to ‘neutral’ from ‘bearish’ territory over the past day, while sentiment around TLS trended in ‘bullish’ territory.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Ticker</td><td>Wedbush Rating</td><td>Price Target</td><td>Previous PT</td></tr><tr><td>CrowdStrike</td><td>CRWD</td><td>Outperform</td><td>$250</td><td>-</td></tr><tr><td>Elastic</td><td>ESTC</td><td>Outperform</td><td>$125</td><td>$65</td></tr><tr><td>Check Point</td><td>CHKP</td><td>Neutral</td><td>$135</td><td>$160</td></tr><tr><td>Varonis</td><td>VRNS</td><td>Neutral</td><td>$46</td><td>$37</td></tr><tr><td>Fortinet</td><td>FTNT</td><td>Neutral</td><td>$155</td><td>$125</td></tr><tr><td>Telos</td><td>TLS</td><td>Underperform</td><td>$5</td><td>$8</td></tr></tbody></table></figure></div><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-says-cpi-could-be-pivot-point-for-markets-sees-pretty-sizable-stock-rally/cZtXLsIRBGm"><strong>Tom Lee Says CPI Could Be ‘Pivot Point’ For Markets – Sees ‘Pretty Sizable’ Stock Rally If Inflation Cools</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

Wedbush gave CrowdStrike shares an ‘Outperform’ rating and a $250 price target.

Checkpoint Therapeutics Inc

Crowdstrike Holdings Inc

Elastic N.V

Fortinet Inc

Telos Corp

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
Drop a comment for other tickers.

Current Price	$48.70
Prev Close	$48.72
Open	$48.69
Dividend Yield	0.00%
50-Day Moving Average	$45.86
Beta	0.97
Avg. Volume	2.05M
PE Ratio	-39.85

52-Week High	$63.80
52-Week Low	$19.70
Market Capitalization	$5.62B
EPS (Annual)	-$1.13
Price to Book	12.58
Revenue Per Employee	$234,268.62

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