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Cybersecurity companies’ results better than expected so far, modestly pressured guidance – Jefferies

Mar. 03, 2025 10:57 AM ETRDWR, CHKP, FTNT, QLYS, PANW, VRNS, CRWD, CYBR, RPD, OKTA, NET, ZS, TENB, SBy: Ravikash Bakolia, SA News Editor
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Jefferies said results of cybersecurity stocks have been better than expected so far, with modestly pressured first quarter and full year 2025 guidance.

Analysts led by Joseph Gallo said key themes across results include a rebounding small and medium-sized business, or

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