Gaining significant market share in the AI security sector.

Saw gains of 4% as part of the software sector rebound.

Beneficiary of increased cybersecurity demand driven by AI-led software exploits.

Cheaper than peers but still fails the Rule of 40; growth and profitability do not justify investment.

Experienced a 6-9% drop as AI-driven productivity paradox introduces systemic risks to traditional security.

Part of the bullish trend in digital defense firms.

Identified as part of the software sector vulnerable to AI-driven business model disruption.

Dropped significantly after Anthropic announced a new AI security feature, indicating its business is threatened by advancing AI capabilities.

Mentioned as one of the software stocks getting hit hard in the 'SaaS carnage' driven by AI fears.

The stock fell ~8% despite a 'double beat' on earnings and revenue, suggesting a 'sell the news' reaction as the stock was already up 60% year-to-date.