3 cybersecurity actions that earn attention after the problem of the SharePoint server

Last week, several Microsoft SharePoint administrators discovered that their local servers behaved abnormally, installing unauthorized web shells instead of processing loads. The violation did not require login credentials. A single forged package was enough to avoid system protections and allow attackers to total control of the affected servers.

The incident, identified by the Dutch security firm, Eye Security, revealed a chain of vulnerabilities now known as the Tool shell exploit. Impacted the servers that were believed to be safe, which raised concerns between IT teams throughout the corporate sector.

Microsoft SharePoint is used by thousands of organizations worldwide for file management and collaboration. This exploit showed how the nucleus systems exposed in spite of the traditional security layers remain.

After this incident, cybersecurity actions saw a renewed activity, particularly those positioned around the protection of identity, the security of the end point and zero trust models. Below there are three companies that saw the price movement and the strong feeling of analysts in the days after rape.

Software Cybark (CYBR): Protect the credentials of computer pirates first

Cyberark specializes in privileged access management, which guarantees accounts attackers generally point first. The company’s software is used by OVER Half of fortune 500 and about 35% of 2000 Globalhelping them control access to confidential systems and data.

Its products include:

All these tools are now integrated into an identity security platform that also includes support for machine identities and AI -based security agents.

Financial performance

• Quarterly income: $ 318 million (43% more year after year)

• Subscription income: 60%

• Annual recurring income (RR): $ 1,215 billion

• Sub subscription company: 85%

• Income project of 2025: ~ $ 1.3 billion, indicating a growth of 31.5%

Objectives of analysts

With a growing number of corporate customers that change to the first identity security models, Cybogark continues to build on its long -term subscription income and product integration.

Broadcom (AVGO): Combination of infrastructure and scale safety

Broadcom may be better known for its semiconductors, but its cyber security business, focused around the old Symantec company division, has become a central part of its growth strategy. Its security platform is widely used in virtual environments, especially by companies that execute VMware systems.

The company’s infrastructure software unit, which includes security, is now one of its highest performance segments.

Financial performance

• Q1 Infrastructure software income: $ 6.7 billion (47%more)

• Growth of Q2: 25% year after year

• Previous income of the P3: $ 15.8 billion

• Quarterly Free Cash Flow: More than $ 6.4 billion

• Capital returned to shareholders (last quarter): $ 7 billion

Feeling of an analyst

• Of 36 analysts:

  • 32: “Buy Strong”

  • 1: “Moderate purchase”

  • 3: “HOLD”

• Average objective: $ 298.55

• High objective: $ 400

Broadcom integration of safety tools with AI in its broader infrastructure software is attracting interest from institutional buyers, especially as the demand for safety solutions incorporated directly into data centers increases.

ZSCALER (ZS): Make zero confidence in the cloud

Zscaler router all corporate traffic through a cloud security control point before reaching external networks or internal systems. This avoids unauthorized access, even if a device on the network is compromised.

Unlike traditional firewalls or VPN, the Zscaler model treats each connection as not reliable until it is verified. This approach, known as Zero TrustIt is becoming the standard for companies that change to environments in the cloud and remote equipment.

The most prominent financial (fiscal Q3)

• Revenue: $ 678 million (23%more)

• Billings calculated: $ 785 million (25%more)

• Deferred income: Almost $ 2 billion (26%more)

• Profit per action: $ 0.84 (12% above estimates)

• Cash and short -term investments: More than $ 3 billion

Price objectives

Zscaler continues to increase its contract base and recurring income as larger companies seek to replace inherited security with flexible and scalable cloud protection.

Microsoft SharePoint incident puts security spending, and shares, in view

The SharePoint incident showed how even central business software can be exploited through a single overlooked vulnerability. Security companies with strong recurring income, proven solutions and native cloud architectures are now in the center of investor discussions.

Cyberark, Broadcom and Zscaler address each of the different areas of risk:

• Cibangark Handle identity and access control.

• Broadcom It offers final point security and integrated infrastructure.

• Zscaler Apply real -time filtering and zero confidence in the cloud layer.

The three are backed by strong balances, constant growth and greater attention from institutional analysts.

Also read: Computer pirates backed by China exploit Microsoft SharePoint zero day, say Google and Microsoft