← all events raw scan snapshot Mar 12, 2026 — prices as of scan date, not live 47 rows · screens, not recommendations superseded by2026-04-26-cybersec ported fromresearch/classic/scans/_archive/2026-03-12-cybersec.md scan slugcybersec source typescan-archive
NET explodes +10.9% in 7 days and CRWD holds its momentum while ZS continues its collapse at -36.5% in 3M — a tale of two cybersec tiers with clear winners and losers.
Quick Snapshot Signal Reading Overall 🟡 MIXED — Top-tier names (NET, CRWD, PANW, FTNT) stabilizing or rallying; ZS/OKTA remain structurally broken; ETFs (HACK, CIBR) holding near-term but 3M damage significant Leaders NET ($212.78, RSI 66.4, +10.9% 7D), CRWD ($441.80, RSI 59.4, +4.6% 7D), FTNT ($84.07, RSI 57.1) Laggards ZS ($151.38, RSI 39.2, -36.5% 3M), OKTA ($78.83, -37.6% from 52wk high), BUG ($26.60, -18.6% below SMA200)
Price Table (Validated 2026-03-12) Stock Price RSI vs SMA20 7D% 30D% 3M% Trend NET $212.78 66.4 +13.6% +10.9% +14.9% +5.1% up CRWD $441.80 59.4 +9.2% +4.6% +7.4% -12.5% weak-up FTNT $84.07 57.1 +3.3% +0.0% -0.2% +2.3% weak-up HACK $78.57 58.1 +3.8% +1.3% +3.7% -5.7% weak-up PANW $167.13 56.7 +6.8% +0.9% +2.7% -12.9% strong-down S $14.05 54.3 +4.1% +1.1% +5.6% -6.8% weak-up CIBR $65.47 47.5 +1.3% +0.3% +0.6% -11.4% strong-down BUG $26.60 47.4 +1.6% +0.4% -2.0% -16.9% strong-down OKTA $78.83 48.0 +1.5% +3.3% -7.2% -12.6% strong-down CYBR $408.85 38.5 -3.6% n/a 0.0% -11.7% down ZS $151.38 39.2 -5.8% -4.3% -11.4% -36.5% strong-down
Note: CYBR data as of 2026-02-13 (stale — no fresh data available)
Tier Analysis Approaching Oversold (RSI 35–45) — Watch Closely Stock Price RSI 3M% Notes ZS $151.38 39.2 -36.5% Death cross, -55.1% from 52wk high. -42.4% below SMA200. Network security budgets under pressure. RSI approaching buy zone but trend not reversed. CYBR $408.85 38.5 (stale) -11.7% Golden cross structural positive; data stale (02/13). Needs fresh data before action.
Neutral (RSI 45–60) — Stabilizing Stock Price RSI Notes OKTA $78.83 48.0 Death cross, -37.6% from 52wk high. Identity market competitive. Bouncing but structurally weak. BUG $26.60 47.4 Death cross, -18.6% below SMA200. Broad cybersec ETF damaged. CIBR $65.47 47.5 Death cross, -9.8% below SMA200. More resilient than BUG. -11.4% 3M. S (SentinelOne) $14.05 54.3 weak-up, +4.1% above SMA20. -14.8% below SMA200. Stabilizing.
Strong (RSI 55–70) — Momentum Stock Price RSI Notes PANW $167.13 56.7 +6.8% above SMA20. Death cross structurally concerning but near-term positive. Platformization. FTNT $84.07 57.1 weak-up, +4.4% above SMA50. Most resilient large-cap cybersec (-3.1% below SMA200 only). HACK $78.57 58.1 Cybersec ETF recovering. +3.8% above SMA20. Best ETF in the group. CRWD $441.80 59.4 weak-up, +9.2% above SMA20, +2.7% above SMA50. Endpoint leader recovering. NET $212.78 66.4 Only name with clean bullish "up" trend. +13.6% above SMA20, +7.1% above SMA200.
Entry Zones Stock Zone RSI Action Notes NET $195–$215 66.4 🔒 Hold Don't chase the +10.9% spike. Add on pullback to $200 or SMA50 ($185). CRWD $420–$445 59.4 🔒 Hold Endpoint leader. Hold core; add if dips to SMA50 ($430). FTNT $80–$85 57.1 📈 Accumulate Most defensive large-cap cybersec. Near SMA20/50 crossover zone. PANW $155–$168 56.7 📈 Accumulate Platformization thesis intact. +6.8% above SMA20 = near entry. ZS $145–$155 39.2 🔍 Watch RSI approaching oversold. -55% from ATH. Wait for RSI < 35 + volume. Falling knife risk. OKTA $75–$82 48.0 🔍 Watch -37.6% from 52wk high. No catalyst. Wait for base. HACK $76–$80 58.1 📈 Accumulate Best ETF vehicle if you want cybersec exposure with less single-stock risk. CIBR $62–$66 47.5 🔍 Watch More diversified ETF but death cross.
Action Matrix Action Stocks Why 🔒 HOLD NET, CRWD Clear leaders; don't chase, hold core 📈 ACCUMULATE FTNT, PANW, HACK Strong near SMA, good risk/reward 🔍 WATCH ZS, OKTA, CIBR Approaching oversold but no base yet ⚠️ AVOID BUG Underperforming ETF vs HACK/CIBR ⏳ WAITING CYBR Stale data — refresh before any action
What Changed (vs 2026-03-03) Stock Mar-03 Mar-12 Move Note NET ~$190 $212.78, RSI 66.4 Surging Best performer in universe, breakout confirmed CRWD ~$420 $441.80 Strengthening +7.4% 30D recovery from trough ZS ~$158 $151.38, -36.5% 3M Continued decline -11.4% more this month FTNT ~$84 $84.07 Flat/stable Most defensive cybersec; holding SMA20/50 PANW ~$163 $167.13 Slightly stronger +2.7% 30D, recovering OKTA ~$76 $78.83 Minor bounce +3.3% 7D but death cross limits outlook
Key Discoveries Discovery Implication NET diverging from all peers with +5.1% 3M (only positive) Cloudflare's hybrid network/security model winning while pure-plays suffer ZS -55.1% from 52wk high, -42.4% below SMA200 Network security budget cuts deep and lasting; thesis needs re-evaluation FTNT flat/stable with weak-up trend NGFW incumbents more resilient than pure cloud-native security
Open Questions
Is ZS a value opportunity at -55% from ATH or a structurally disrupted business?
Can CRWD maintain momentum if broader tech continues selling?
HACK vs CIBR : which ETF better captures the recovery?
No direct external sources are attached to this read.