Cyera Raises $400 Million Goldman Sachs Extension to Series G

Fortinet shares climbed to a fresh 52-week high of $175.23 on Sept. 21, 2026, before closing at $172.78, up roughly 3% on the session, extending a rally built on accelerating demand for its unified security platform. The company rolled out FortiSOC, a cloud-delivered security operations center embedding agentic AI across SIEM, SOAR, threat intelligence and identity-detection functions, and extended FortiEndpoint with AI visibility, governance and data-loss-prevention capabilities, while deepening its FortiAIGate integration with NVIDIA's accelerated computing stack. In the second quarter of 2026, billings rose 33% year over year to $2.37 billion, revenues grew 26% to $2.05 billion, and product revenues surged 52% to $773 million, with non-GAAP operating margin hitting a second-quarter record of 38% and free cash flow more than tripling to $966 million. Management raised full-year 2026 guidance to $8.02-$8.18 billion for revenues, $9.35-$9.55 billion for billings, and $3.41-$3.47 for non-GAAP EPS, with third-quarter guidance calling for revenues of $2.01-$2.10 billion. Fortinet shares have gained 120.7% year to date, and the Zacks Consensus Estimate for 2026 earnings is $3.42 per share, implying year-over-year growth of 23.91%.

Varonis Systems, Inc. launched Varonis Data Lifecycle Management, a new capability that automatically identifies and remediates redundant, obsolete, and trivial data across enterprise environments using its existing Data Security Platform. The launch ties data cleanup directly to sensitivity, access, and activity context, aiming to reduce storage waste, improve AI output quality, and help organizations address compliance exposures from scattered sensitive information. The DLM tool stacks on top of Varonis Atlas, the AI security platform that went generally available in March 2026, which targets discovery, posture management, and runtime protection for AI workloads. Together, Atlas and DLM broaden Varonis' role from guarding unstructured data to governing how that data is stored, used, cleaned up, and exposed across Snowflake, Claude, Cursor, and other cloud and AI partnerships. Varonis Systems' narrative projects $1.1 billion revenue and $120.7 million earnings by 2029, yielding a $50.68 fair value, an 8% upside to its current price, while the most pessimistic analysts were already modeling about US$1.0 billion of 2029 revenue.

Cohesity introduced Cohesity Agent Resilience, a new Cohesity Data Cloud capability that will discover, protect, and recover the infrastructure behind enterprise AI agents. The capability is available now to select customers, with general availability targeted for the end of 2026, and launches with support for Amazon Bedrock AgentCore and Amazon Bedrock Agents, while Microsoft and Google agent platforms are on the roadmap. Cohesity also outlined its vision for Autonomous Cyber Resilience, which uses agentic workflows to automate its five-step cyber resilience framework, and introduced the Cohesity AI Resilience Academy, beginning with a free, self-paced Foundations of AI Resilience with Cohesity course that Catalyst attendees will get early access to immediately after the event. The company cited new research from the fifth annual Cohesity Global Cyber Resilience Report showing that 56% of organizations said they were not well prepared to detect or contain unintended actions by AI agents and automated workflows, while 58% were not very confident in their ability to verify the integrity of AI models and related data following a cyberattack. Cohesity also said customers with Cohesity Data Cloud Enterprise Edition and Cohesity DSPM can now automate the protection of newly discovered sensitive data that is not already protected.