← all events raw scan snapshot Mar 10, 2026 — prices as of scan date, not live 50 rows · screens, not recommendations superseded by2026-04-26-cybersec ported fromresearch/classic/scans/_archive/2026-03-10-cybersec.md scan slugcybersec source typescan-archive
Cybersec in strong recovery — CRWD surging +12.8% 7D back above $430, PANW +10% 7D, ZS bouncing. Individual stocks outperforming ETFs (HACK /BUG /CIBR still lagging with stale data). OKTA remains the outlier laggard.
Quick Snapshot Signal Reading Overall 🟢 RECOVERING — Cybersec leaders (CRWD, PANW, ZS) bouncing aggressively from Feb lows. ETFs lagging (stale data). OKTA still weak. Leaders CRWD ($434.13, +12.8% 7D, +5.0% 30D), PANW ($165.10, +10.0% 7D), S ($14.35, +9.3% 7D) Laggards OKTA ($72.52, -13.1% 30D — data as of 03/03), BUG ($25.67, -15.1% 30D — stale 02/26), CIBR ($63.78, -11.5% 30D — stale 02/26)
Price Table (Validated 2026-03-10) Stock Price 7D 30D Data Date Signal FTNT $83.81 +5.8% -2.0% 03/10 🟢 Recovering from $75 low, steady climb PANW $165.10 +10.0% -0.2% 03/10 🟢 Strong V-shape from $141 low, back to breakeven CRWD $434.13 +12.8% +5.0% 03/10 🟢 Best in class, earnings-driven recovery ZS $162.62 +9.4% -6.7% 03/10 🟢 Bouncing from $143 low, still below 30D start S $14.35 +9.3% +4.5% 03/10 🟢 Small-cap cyber gaining momentum CYBR $408.85 +4.4% +0.4% 03/03 🟡 Stale data (8 entries only). Needs refresh. OKTA $72.52 +1.9% -13.1% 03/03 🔴 Weakest in group. Identity security thesis failing. HACK $73.69 -3.7% -8.1% 02/26 🟡 Stale — ETF was lagging (RSI 52) BUG $25.67 -4.6% -15.1% 02/26 🔴 Stale — ETF deeply weak (RSI 46) CIBR $63.78 -3.2% -11.5% 02/26 🔴 Stale — ETF still in downtrend (RSI 47)
Tier Analysis Capitulation (RSI < 25) — Extreme Washout None currently. Sector has bounced from Feb lows.
Oversold (RSI 25-40) — Watch for Entry Stock Est. RSI 30D Notes OKTA ~30-35 -13.1% Identity security under competitive pressure. CrowdStrike eating lunch. BUG 46 (stale 02/26) -15.1% ETF likely still oversold if current data matches price action.
Neutral (RSI 40-60) — Building Momentum Stock RSI Trend FTNT ~50-55 Steady recovery from $75 low. Network security resilient. ZS ~45-50 Bouncing but still -6.7% 30D. Zero trust demand intact. S ~50-55 Small-cap endpoint security. Gaining momentum. HACK 52 (stale) ETF neutral — needs current data. CIBR 47 (stale) ETF weak — needs current data.
Strong (RSI 60+) — Momentum Stock Est. RSI Trend CRWD ~65-70 Best in class. Earnings beat drove recovery. Approaching overbought. PANW ~60-65 Platformization thesis working. V-shape from $141.
Entry Zones Stock Zone Thesis 🟢 OKTA $68-$73 Identity security leader at -13% 30D. Cheapest name if thesis intact. Risk: CRWD competition. 🟡 ZS $150-$163 Zero trust demand secular. Still -6.7% 30D = relative value vs CRWD/PANW. 🟡 FTNT $78-$84 Network security steady compounder. Less volatile. Good DCA level. 🟡 S $13-$14.50 Small-cap endpoint. Speculative but momentum building. ⚠️ CRWD Wait +12.8% 7D. Don't chase. Entry on pullback to $400-$415. ⚠️ PANW Wait +10% 7D. Wait for consolidation around $155-$160. 🔍 BUG/HACK/CIBR Needs refresh ETF data stale (02/26). Need current prices before action. 🔍 CYBR Needs refresh Only 8 data points, stale 03/03. Needs fetch.
Action Matrix Stock Signal Action Notes OKTA 🔴 ~RSI 30-35 📈 Accumulate -13.1% 30D. Contrarian entry if identity security thesis holds. ZS 🟢 Bouncing 🔍 Watch +9.4% 7D. Wait for pullback before adding. FTNT 🟢 Recovering 🔍 Watch Steady recovery. $78-$80 = good entry on dip. S 🟢 Momentum 🔍 Watch Small-cap, speculative. Momentum interesting. CRWD 🟢 ~RSI 65-70 ⚠️ Avoid Don't chase. +12.8% 7D. Wait for pullback. PANW 🟢 ~RSI 60-65 ⚠️ Avoid +10% 7D. Extended short-term. CYBR 🟡 Stale 🔍 Watch Need current data. Was flat. HACK 🟡 RSI 52 (stale) 🔍 Watch ETF needs refresh. BUG 🔴 RSI 46 (stale) 🔍 Watch -15.1% 30D. Contrarian ETF play if sector confirmed recovering. CIBR 🔴 RSI 47 (stale) 🔍 Watch -11.5% 30D. Lagging individual stocks.
What Changed (vs 2026-03-03) Stock Mar-03 Mar-10 Move Note CRWD ~$391.42 $434.13 +10.9% Earnings beat catalyst. Best recovery in cyber. PANW ~$156.09 $165.10 +5.8% Steady climb from earnings-driven low. ZS ~$154.67 $162.62 +5.1% Bouncing but still below 30D start. FTNT ~$81.10 $83.81 +3.3% Steady recovery, less volatile than peers. S ~$13.27 $14.35 +8.1% Small-cap outperforming. Endpoint thesis gaining. OKTA $72.52 (03/03) $72.52 Stale Need current data — likely still weak.
Key Discoveries Discovery Implication CRWD +12.8% 7D, PANW +10% — leaders recovering fastest "Platform" cybersec (CRWD, PANW) winning vs. point solutions (OKTA) ETFs (HACK/BUG/CIBR) all negative 30D while stocks rally ETF data stale (02/26) — individual stocks leading the recovery OKTA -13.1% 30D while CRWD +5.0% Divergence = CRWD eating OKTA's lunch in identity security
Mistakes (Don't Repeat) Mistake Lesson ETF data 2+ weeks stale for HACK/BUG/CIBR ETFs need same refresh cadence as stocks for accurate scans
Open Questions
Is CRWD approaching overbought after +12.8% 7D? Where does it consolidate?
OKTA : is identity security dead or just repositioning? CRWD competition risk real.CYBR data very limited (8 entries to 02/13). Needs full refresh.
ETF vs. stock divergence: will ETFs catch up or are they signaling broader sector weakness?
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