Jul. 21 at 2:50 PM
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.
TD Cowen went on to say:
