← all events raw scan snapshot Mar 20, 2026 — prices as of scan date, not live 45 rows · screens, not recommendations superseded by2026-04-26-cybersec ported fromresearch/classic/scans/_archive/2026-03-20-cybersec.md scan slugcybersec source typescan-archive
NET is the one standout — up +22% in 30 days while the rest of cybersec bleeds in strong-down trends; ZS continues its catastrophic structural breakdown.
Quick Snapshot Signal Reading Overall 🟡 MIXED — NET running hard as a solo leader; ZS is a falling knife; most names in neutral 40–50 RSI range trying to base Leaders NET ($216.74, RSI 62.4, +22.4% 30D, +11% above SMA20, up trend) Laggards ZS ($151.62, RSI 38.8, -34.7% 3M, -41.3% below SMA200), BUG ($25.78, RSI 40, -18.1% 3M)
Price Table (Validated 2026-03-20) Stock Price RSI vs SMA20 7D% 30D% 3M% Trend NET $216.74 62.4 +11.0% +3.2% +22.4% +7.3% up S $14.28 54.2 +3.6% +3.3% +10.1% -4.4% weak-up OKTA $79.04 48.9 +3.2% +0.1% +6.4% -13.1% strong-down HACK $76.76 49.1 +1.0% -0.7% +3.5% -6.7% strong-down PANW $163.33 48.6 +2.4% +0.4% +9.8% -13.8% strong-down FTNT $81.07 46.1 -0.7% -1.6% +1.3% -0.8% weak-up CIBR $64.15 42.0 -0.4% -1.1% +0.4% -12.6% strong-down CRWD $405.46 44.1 -0.8% -4.0% +4.3% -16.1% strong-down BUG $25.78 40.0 -0.7% -2.0% +0.8% -18.1% strong-down ZS $151.62 38.8 -2.2% +0.6% -5.1% -34.7% strong-down
CYBR: data dated 2026-02-13 — skipped as potentially stale
Tier Analysis Running Hard (RSI 60+) — Momentum Stock Price RSI 30D% Notes NET $216.74 62.4 +22.4% Only name with genuine upward trend. +8.3% above SMA200, +11% above SMA20. Death cross still on books but price action overriding it. +81.9% 1Y alpha leader.
Neutral (RSI 40–60) — Basing Stock Price RSI Notes S $14.28 54.2 Weak-up trend, +10.1% 30D, +2.2% above SMA50. Small-cap security analytics; cheapest name in space. HACK $76.76 49.1 Cybersec ETF in strong-down; +1% above SMA20 is marginal. Broad sector exposure, cleanest ETF read. OKTA $79.04 48.9 Above SMA20 (+3.2%) but strong-down trend. -37.6% from 52wk high; identity security rerating ongoing. PANW $163.33 48.6 Platform play trying to base. +9.8% 30D bounce. +2.4% above SMA20 — short-term positive. FTNT $81.07 46.1 Weak-up trend (positive), -0.7% below SMA20. Firewall leader, most consistent; -0.8% 3M shows resilience. CIBR $64.15 42.0 Cybersec ETF in strong-down. +0.4% 30D near flat; no conviction. CRWD $405.46 44.1 Strong-down, -16.1% 3M. Best-in-class XDR but multiple under pressure. -0.8% vs SMA20.
Oversold (RSI < 40) — Watch / Avoid Stock Price RSI 30D% Notes BUG $25.78 40.0 +0.8% Strong-down, -20.5% below SMA200. Worst ETF in space. Minimal bounce. ZS $151.62 38.8 -5.1% Falling knife. -41.3% below SMA200, -55% from 52wk high, -34.7% in 3M. No sign of bottom.
Entry Zones Stock Zone RSI Action Notes NET $195–$210 62.4 🔒 Hold +11% above SMA20 — overbought short-term. Hold winners; add on any pullback to $200. FTNT $79–$82 46.1 📈 Accumulate Weak-up trend, near SMA20. Consistent firewall leader, best entry zone currently. PANW $155–$165 48.6 🔍 Watch +9.8% 30D bounce; needs to hold above SMA20 for conviction; platform thesis intact. CRWD $395–$410 44.1 🔍 Watch XDR leader at RSI 44; -28.5% from 52wk high = interesting if multiple stabilizes. S $13–$14.50 54.2 🔍 Watch Cheap at $14 but loss-making; only buy with very small size. ZS Avoid 38.8 ❌ Don't Buy -41.3% below SMA200 — structural breakdown, not a dip. Need complete base formation. BUG/CIBR Hold off 40–42 ⚠️ Avoid ETFs in strong-down; no structural positive; NET handles broad exposure better
Action Matrix Action Stocks Why 🔒 HOLD NET Solo leader, +22% 30D, +81.9% 1Y alpha; hold winners in a bear market sector 📈 ACCUMULATE FTNT Weak-up trend, near SMA20, consistent firewall leader 🔍 WATCH PANW, CRWD Basing after selloff; platform theses intact; need confirmation above SMA50 🔍 WATCH S Cheapest name, gaining ground; speculative only ⚠️ AVOID BUG, CIBR ETFs in strong-down with no catalyst; own NET or individual names instead ❌ DON'T BUY ZS Catastrophic structural breakdown; -41.3% below SMA200 is not a dip
What Changed (vs 2026-03-12) Stock Mar-12 Mar-20 Move Note NET ~$177, RSI ~45 $216.74, RSI 62.4, +22.4% 30D Breakout Net accelerated dramatically; now the sole sector leader ZS ~$152, RSI ~40 $151.62, RSI 38.8, -34.7% 3M Sideways in breakdown No recovery; -41.3% below SMA200 persists PANW ~$148, RSI ~40 $163.33, +9.8% 30D Recovering Bounced with NET's momentum lift; still strong-down structurally CRWD ~$390, RSI ~40 $405.46, +4.3% 30D Minor bounce Not following NET; XDR narrative pressure continues FTNT ~$82 $81.07, RSI 46.1 Stable Most resilient non-NET name; holding near SMA20 S ~$13 $14.28, RSI 54.2, +10.1% 30D Gaining Small-cap security name showing relative strength
Key Discoveries Discovery Implication NET running alone while peers bleed Stock-specific thesis (AI networking, SASE platform) driving idiosyncratic gains; sector rotation hasn't started yet ZS -41.3% below SMA200 — structural break Not a dip; avoid until multi-month base forms; could be zero-sum for ZS bulls FTNT weak-up amid sector strong-down Firewall leader showing resilience; may be the first safe accumulate when sector confirms turn
Open Questions
Is NET 's move driven by product cycle, or is it going to pull the rest of cybersec higher?
ZS : at $151 with -55% from highs, is this approaching fundamental value or is there more structural downside?When does the sector ETF (HACK /CIBR /BUG ) finally turn — and which individual name leads?
No direct external sources are attached to this read.