← all events raw scan snapshot Mar 3, 2026 — prices as of scan date, not live 51 rows · screens, not recommendations superseded by2026-04-26-cybersec ported fromresearch/classic/scans/_archive/2026-03-03-cybersec.md scan slugcybersec source typescan-archive
Cybersecurity sector split — individual names (CRWD , PANW , FTNT ) bouncing hard after Feb washout while ETFs (HACK , BUG , CIBR ) lag below SMA. OKTA oversold at RSI 28. ZS down -16.8% in 30D but stabilizing. Overall: bottoming process with uneven recovery.
Quick Snapshot Signal Reading Overall 🟡 RECOVERING UNEVENLY — Individual pure-plays bounced 4-12% in 7D while sector ETFs still below SMA (-2% to -4.6%). OKTA is the standout oversold opportunity. ZS/S remain weak laggards. Leaders CRWD ($391.83, RSI 44, +11.9% 7D), PANW ($156.10, RSI 40, +10.2% 7D), FTNT ($81.07, RSI 41, +7.8% 7D) Laggards OKTA ($72.52, RSI 28, -9.3% vs SMA), BUG ($25.67, RSI 46, -15.1% 30D), ZS ($154.67, RSI 40, -16.8% 30D)
Price Table (Validated 2026-03-03) Stock Price RSI SMA20 vs SMA 7D% 30D% Signal FTNT $81.07 41 $81.10 -0.0% +7.8% +2.2% 🟡 At SMA, approaching oversold zone bouncing PANW $156.10 40 $156.22 -0.1% +10.2% -6.1% 🟡 At SMA resistance, bouncing from deep low CRWD $391.83 44 $394.78 -0.7% +11.9% -5.7% 🟡 Near SMA, strong bounce ZS $154.67 40 $164.53 -6.0% +3.6% -16.8% 🟡 Below SMA, recovering slowly S $13.27 45 $13.25 +0.2% +4.0% -2.6% 🟡 At SMA, neutral CYBR $408.85 — $403.14 +1.4% +4.4% +0.4% 🟡 Above SMA, limited data OKTA $72.52 28 ↓ $79.93 -9.3% +1.9% -13.1% 🔴 Oversold — identity security under pressure HACK $73.69 52 $75.39 -2.2% -3.7% -8.1% 🟡 ETF lagging, below SMA BUG $25.67 46 $26.89 -4.6% -4.6% -15.1% 🟡 ETF weak, well below SMA CIBR $63.78 47 $66.06 -3.5% -3.2% -11.5% 🟡 ETF below SMA, lagging recovery
Tier Analysis Capitulation (RSI < 25) — Extreme Washout None at extreme capitulation. OKTA approaching.
Oversold (RSI 25-40) — Strong Entry Zone Stock RSI vs SMA 30D Notes OKTA 28 ↓ -9.3% -13.1% Identity security leader. -9.3% below SMA. RSI 28 = prime entry zone for a quality name. ZS 40 -6.0% -16.8% Zscaler SASE leader. Approaching oversold despite +3.6% 7D. 30D damage is significant. PANW 40 -0.1% -6.1% At SMA after +10.2% bounce — barely in oversold zone but recovering rapidly. FTNT 41 -0.0% +2.2% Best 30D in the group. At SMA. Most recovered of the pure-plays.
Neutral (RSI 40-60) — Watching Stock RSI vs SMA Trend CRWD 44 -0.7% +11.9% 7D beast — recovering from deep oversold S (SentinelOne) 45 +0.2% Flat but stable. Small-cap cybersec BUG 46 -4.6% ETF below SMA, -15% 30D — ETFs lagging pure-play recovery CIBR 47 -3.5% ETF below SMA, -11.5% 30D HACK 52 -2.2% Most recovered of the ETFs, still below SMA CYBR — +1.4% Above SMA but limited data — CyberArk PAM leader
Entry Zones Stock Zone RSI Trigger Thesis 🟢 OKTA $68-$73 RSI < 30 Identity is non-negotiable spend. -9.3% vs SMA, RSI 28. Zero-trust identity leader. Strong entry. 🟢 ZS $148-$155 RSI < 38 SASE leader, secular cloud security growth. -6% vs SMA. Wait for RSI confirmation < 38. 🟡 CRWD $375-$392 RSI < 40 Endpoint security king. +11.9% 7D bounce from oversold — still near SMA. Good accumulation zone. 🟡 PANW $148-$156 RSI < 38 Platformization strategy + government exposure. At SMA after big bounce. Wait for dip. 🟡 BUG/CIBR ETF levels RSI < 42 ETF entry for sector exposure without stock-picking risk. ETFs still below SMA = opportunity. 🔍 FTNT $78-$81 RSI < 40 Most resilient in group (+2.2% 30D). Next catalyst = earnings. Hold if owned. ⚠️ CYBR — — Insufficient data for RSI signal. Above SMA but limited history. Monitor.
Action Matrix Stock Signal Action Notes OKTA 🔴 RSI 28 ✅ Strong Buy Prime entry. Identity/zero-trust leader at oversold levels. -9.3% vs SMA. ZS 🟡 RSI 40 📈 Accumulate SASE leader, -16.8% 30D deep hole. Entry zone now, small size. CRWD 🟡 RSI 44 📈 Accumulate +11.9% 7D bounce from washout. Still near SMA = not extended. PANW 🟡 RSI 40 🔍 Watch +10.2% 7D — recovering fast. At SMA resistance. Wait for RSI dip to add. FTNT 🟡 RSI 41 🔒 Hold Best 30D performer. At SMA. Hold, don't add at current levels. BUG 🟡 RSI 46 🔍 Watch ETF with -15.1% 30D and below SMA. Sector proxy. Better entry will come. CIBR 🟡 RSI 47 🔍 Watch ETF lagging pure-plays. -11.5% 30D = sector still weak at ETF level. HACK 🟡 RSI 52 🔍 Watch Most recovered ETF but still -8.1% 30D. Neutral. S 🟡 RSI 45 🔍 Watch SentinelOne at SMA. Neutral. Not a priority given OKTA/ZS opportunities. CYBR 🟡 Limited data 🔍 Watch CyberArk above SMA. Monitor for RSI signal.
What Changed (vs Previous Cybersec Scan) Stock Previous Mar-03 Move Note CRWD Oversold RSI 44 Strong recovery +11.9% 7D — fastest recovery in group PANW Oversold RSI 40 Recovering +10.2% 7D — at SMA resistance now FTNT Weak RSI 41 Best 30D Only name with positive 30D (+2.2%) OKTA Weak RSI 28 Worsened Most oversold in group — identity under pressure ZS Weak RSI 40 Partial recovery +3.6% 7D but -16.8% 30D gap remains large HACK/BUG/CIBR Oversold RSI 46-52 ETFs lagging Individual names recovering faster than ETFs S Neutral RSI 45 Flat No meaningful change
Key Discoveries Discovery Implication Individual cybersec pure-plays recovering 2-3x faster than ETFs Stock-picking > ETF in this recovery — CRWD/PANW/FTNT vs BUG/CIBR gap OKTA RSI 28 while group bouncing = outlier weakness Either OKTA-specific issue (competition from MSFT Entra) or lagging recovery signal All three major pure-plays (CRWD/PANW/FTNT) bounced 7-12% in 7D Short-term relief rally or sustained recovery? Watch whether RSI 40-44 can push to 50+ ZS -16.8% 30D = largest 30D damage among pure-plays SASE pricing pressure or competitive concern? Research needed before full conviction
Open Questions
OKTA : Is RSI 28 a buying opportunity or is Microsoft Entra eating their lunch?ZS -16.8% 30D: Is this SASE commoditization or temporary earnings-related weakness?Will the ETF recovery catch up to pure-play recovery, or are ETFs permanently lagging?
CYBR: Need more data history for proper RSI signal on CyberArk
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