Cybersecurity Scan — July 10, 2026 Close

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Cybersecurity Scan — July 10, 2026 Close

Watchlists 1
raw scan snapshot — prices as of scan date, not live 22 rows · screens, not recommendations prior scanresearch/scans/2026-07-07-cybersec.md

Cybersecurity's parabolic run cooled sector-wide — every name except NET fell over the past week, with PANW (RSI 80.2→58.6, -11.0% 7D) and CRWD (74.5→57.2, -9.85% 7D) leading the retreat. NET, last scan's steadiest name, is now the only one still gaining ground (+8.66% 7D) and has moved to the top of the RSI stack at 64.8 — a full leadership reversal from a week ago. No name in the group is overbought anymore; the highest RSI print left (HACK, 66.9) wouldn't have cracked the top five last scan.

Data as-of 2026-07-10 close. All numbers from precomputed summaries/cybersec.json. Prior scan: 2026-07-07-cybersec (2026-07-07, data as-of 2026-07-06 close).

Quick Snapshot

Signal Reading
Overall 🟡 Sector-wide pullback after last week's parabolic run — RSI compressed from the 70s-80s into the high-50s/low-60s across the board.
Key insight NET flipped from the sector's quiet, steady name to its only gainer this week (+8.66% 7D, RSI now 64.8), while PANW and CRWD both gave back double digits.

What's Going On

The whole sector cooled off after last scan's parabolic run. PANW and OKTA, both flagged as "parabolic, RSI 80+" last time, fell back to the high-50s and low-60s; CRWD and HACK did the same from the mid-70s. NET is the exception and the story of this scan: it was the steadiest, least-extended name in the group last week, and it's now the only one still gaining ground, up +8.66% on the week and sitting at the top of the RSI stack (64.8). ZS remains the one genuinely weak name in the sector — RSI 50.3, still death-crossed and strong-down, still -58.67% off its 52-week high — its 30D bounce (+10.44%) hasn't repaired the structural damage. Every other name in the group is still golden-cross and strong-up; this reads as a healthy, sector-wide breather after an extended run, not a breakdown.

What Changed Since Prior Scan (2026-07-07 → 2026-07-10)

  • Sector-wide RSI compression: PANW 80.2→58.6, FTNT 71.4→60.0, CRWD 74.5→57.2, OKTA 77.9→62.2, HACK 76.5→66.9, BUG 77.6→63.9, CIBR 70.5→62.3, S 68.4→60.0, BB 63.5→58.0 — every name that was "parabolic"/near-overbought last scan cooled off.
  • NET is the exception: RSI 58.5→64.8, +8.66% 7D — the only name still gaining ground, and now the sector's strongest print.
  • ZS stayed the weakest: RSI 61.4→50.3, still -58.67% off its 52-week high, still death-crossed and strong-down.
  • No name in the group carries an overbought (RSI≥70) flag this scan — a genuine reset from last week's "PANW/OKTA both parabolic" read.

How To Read The Board

A falling RSI inside a still golden-cross, still strong-up name (PANW, CRWD, OKTA, HACK, BUG, CIBR, S, FTNT, BB this scan) is a pullback within an uptrend, not a broken thesis — the trend and cross labels haven't changed, only the extension has cooled. ZS is the different case: its trend label is "strong-down" and it carries a death cross, so its RSI bounce should be read as counter-trend, not a recovery, until the cross itself flips. NET's move to the top of the board is a genuine relative-strength change worth tracking, not just noise from everything else falling.

Price Table

Stock Price RSI 7D 30D vs SMA20 Trend From 52wk Hi
HACK $108.98 66.9 -1.54% +12.79% +7.4% strong-up -3.12%
NET $268.40 64.8 +8.66% +18.01% +11.5% strong-up -4.19%
BUG $39.37 63.9 -3.60% +15.29% +7.8% strong-up -4.95%
CIBR $91.88 62.3 -1.99% +7.59% +4.8% strong-up -2.96%
OKTA $138.63 62.2 -5.11% +17.98% +7.6% strong-up -9.51%
FTNT $157.51 60.0 -2.93% +8.58% +3.6% strong-up -4.70%
S $17.88 60.0 -3.72% +21.14% +10.0% strong-up -16.45%
PANW $325.91 58.6 -11.00% +16.59% +5.0% strong-up -11.48%
BB $10.97 58.0 -6.96% +18.08% +5.7% strong-up -19.28%
CRWD $187.18 57.2 -9.85% +8.27% +3.5% strong-up -10.65%
ZS $139.27 50.3 -7.44% +10.44% +3.2% strong-down -58.67%

Tier Analysis

ONLY GAINER: NET ($268.40, RSI 64.8, golden cross, strong-up, thesis intact, -4.19% from high) is the only name up on the week (+8.66% 7D) — a full reversal from being the sector's "quiet" name last scan.

SECTOR-WIDE COOLDOWN: PANW ($325.91, RSI 58.6, -11.00% 7D) and CRWD ($187.18, RSI 57.2, -9.85% 7D) led the retreat from last scan's overbought prints. OKTA, BUG, HACK, CIBR, S, FTNT, BB all fell on the week but remain golden-cross, strong-up, and comfortably positive on 30D — a healthy pullback within an uptrend, not a breakdown.

STILL WEAK: ZS ($139.27, RSI 50.3, death cross, strong-down, -58.67% from high) remains the deepest hole in the sector — its 30D bounce (+10.44%) hasn't dented the structural damage.

Entry Zones

Stock Price RSI 30D% Setup
NET $268.40 64.8 +18.01% Sector's only gainer this week; hold, room before overbought
PANW, CRWD $325.91 / $187.18 58.6 / 57.2 +16.59% / +8.27% Healthy pullback within an uptrend after last scan's parabolic prints; not a fresh entry, not a red flag either
OKTA, HACK, BUG, CIBR, S, FTNT, BB 58-67 +7.6% to +21.1% Sector-wide cooldown; golden crosses intact, hold
ZS $139.27 50.3 +10.44% Avoid; still death-crossed and 58.7% off its high despite the bounce

Action Matrix

Action Stocks Why
🔒 HOLD NET, PANW, CRWD, OKTA, HACK, BUG, CIBR, S, FTNT, BB Golden cross, strong-up; sector-wide pullback, not a breakdown
⚠️ AVOID ZS Death cross, strong-down, -58.7% off high

What To Watch Next

Watch Why it matters
NET's follow-through Only name still gaining ground — worth confirming this isn't a one-week blip before calling it new sector leadership
PANW/CRWD's pullback depth Both gave back double digits in a week; watch for the pullback to find support rather than deepen
ZS's RSI direction Still the sector's problem child; needs a real reversal, not just a bounce, to matter
10 events

No direct external sources are attached to this read.