weijian Moderator Threads: 94 Joined: Aug 2011 Reputation: Posts: 4,293Threads: 94Joined: Aug 2011Reputation: 85 #1Looking at 65 Equity Partner's existing portfolio, there might be 2-3 more companies that will list on the SGX in the future if it continues to execute its mandate.65 Equity Partners-backed AvePoint announces dual listing on SGX to continue global expansionAvePoint, the 65 Equity Partners-backed global data security firm, announced Thursday its listing on the Main Board of the Singapore E ...

This story was originally published on Cybersecurity Dive. To receive daily news and insights, subscribe to our free daily Cybersecurity Dive newsletter. Dive Brief: The number of healthcare organizations that have lost more than $200,000 to cyberattacks has quadrupled this year compared with the same period in 2024, data security firm Netwrix said in a report published Thursday. Nearly half of all healthcare organizations (48%) experienced at least one intrusion between March 2024 and March 2025, the re ...

JERSEY CITY, N.J., Sept. 16, 2025 (GLOBE NEWSWIRE) -- AvePoint (Nasdaq: AVPT), the global leader in data security, governance and resilience, today announced the pricing of an underwritten public offering (the “Offering”) of 13,290,360 shares of its common stock, par value $0.0001, with such shares of common stock being offered by the selling stockholders named in the prospectus (the “Selling Stockholders”), at a public offering price of S$19.50 per share, in connection with the previously announced plan to ...

Rubrik Inc. (NYSE:RBRK) is one of the best up and coming stocks with huge upside potential. On September 11, CIBC raised the firm’s price target on Rubrik to $130 from $125, while keeping an Outperform rating on the shares. The firm’s positive thesis on shares was reaffirmed by the FQ2 2026 earnings report despite the conservative FQ3 outlook. CIBC forecasts revenue growth of 34% for FY2026 and 23% for FY2027. This sentiment followed Rubrik’s FQ2 2026 financial results, with total revenue reaching $310 mi ...

Rubrik, Inc. (NYSE:RBRK) is one of the AI Stocks on Wall Street’s Radar. On September 10, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating and $115.00 price target the stock. The rating affirmation follows Rubrik’s robust second-quarter results which surpassed estimates across a number of metrics. It also added an estimated $71 million in net new annual recurring revenue (NNARR), outperforming consensus estimates. Ruykhaver is optimistic about the stock, citing cloud adoption ...

Rubrik, Inc. (NYSE:RBRK) is one of the AI Stocks In The Spotlight For Investors. On September 10, Mizuho analyst Gregg Moskowitz reiterated a Neutral rating on the stock with a $97.00 price target. The neutral rating comes despite Rubrik’s strong quarterly results. According to the company, the company’s subscription annual recurring revenue grew 36% from last year, better than Street forecasts of 33%. Net new subscriptions were $71 million, up 12% but a slower growth than the 23% improvement in the previ ...

行业技术发展 - 密态计算技术从实验室阶段进入大规模商业化部署阶段 成为新一代数据安全基础设施 [3] - 技术通过硬件可信根和密码协议优化 显著降低计算成本 密态通用计算成本降至明文分布式计算的1.5倍以下 大模型推理成本降至明文推理的1.2倍以内 [3][4] - 技术具备高兼容性 可无缝集成现有主流计算框架 降低开发门槛和迁移成本 [4] 应用领域拓展 - 在金融领域应用成本已低于数据流通业务价值的5% 医疗领域同样实现低成本应用 [3] - 杭州密算中心作为全国首个密态计算中心 支持公共数据与产业数据密态融合 [5] - "农户秒贷"项目服务超760万农户 通过多源敏感数据安全融合实现土地和风控数据应用 [5] - 全国首个"医保+商保"清分结算中心依托密态可信数据空间 提升就医结算效率 [5] 技术特性优势 - 实现从身份认证到密钥管理的全链路安全保障 覆盖数据汇聚 传输 存储 计算和结果返回全过程 [5] - 推动数据流通从"主体信任"转向"技术信任" 通过技术手段限制运维人员和数据研发方权限 实现管理平权 [4] - 解决传统隐私保护计算技术（如多方安全计算和联邦学习）仅能保护计算环节的局限性 [5] 产业生态建设 - 16家产学研机构联合发布《密态计算技术白皮书》 包括蚂蚁密算 浙江大学 中国科学技术大学等顶级机构 [1][3] - 行业头部机构正制定统一标准并开源核心框架 蚂蚁密算发起隐语开源社区 与美团 vivo 小米及多所高校开展社区共建 [5]

业绩表现 - 第二季度非GAAP调整后每股亏损0.03美元 远超华尔街预期0.31美元 [4] - 第二季度营收3.0986亿美元 超出市场共识预期2760万美元 [4] - 第二季度营收同比增长51.2% 利润率显著高于预期 [4] 财务指引 - 第三季度营收指引为3.19亿至3.21亿美元 调整后每股亏损预计0.16-0.18美元 [5] - 全年营收指引为12.27亿至12.37亿美元 调整后每股亏损预计0.44-0.50美元 [5] - 指引显示营收增长强劲且亏损收窄 但未达到投资者对估值支撑的预期强度 [6] 市场反应 - 股价单日下跌18.1% 主要因投资者对估值和前瞻指引存在担忧 [1][2] - 即使下跌后公司估值仍达全年预期销售额的12.8倍 [6] - 业绩超预期但股价受挫 反映市场对高估值公司未来增长要求的严苛性 [2][4][6]

公司IPO计划 - 数据安全公司Cohesity正计划于2026年启动潜在首次公开募股（IPO）[1] - 目标估值有望比肩已上市同行Rubrik（后者当前市值达170亿美元）[1] - 公司财年截止日期为8月 可能选择在2026年秋季启动IPO[1] 公司发展里程碑 - 2024年12月完成与竞争对手Veritas旗下数据保护部门的合并交易[1] - 合并后实体成为全球最大的数据保护软件提供商[1] - 合并后实体当时的估值超过70亿美元[1] 公司财务准备 - 公司将在提供完整一个财年的业绩数据后准备上市[1] - 最早可能在"明年初"做好上市准备[1] - 英伟达投资企业Cohesity的重要里程碑[1] 历史背景 - 公司曾在2021年搁置IPO计划[1] - 搁置IPO后优先推进与Veritas的复杂合并交易[1] - 业务持续向好情况下2026年是合适上市时机[1]

公司战略与IPO计划 - 数据安全公司Cohesity考虑在2026年进行首次公开募股 目标估值与170亿美元市值的同行Rubrik相当[1] - 公司曾于2021年推迟IPO计划 优先执行与Veritas数据保护业务的复杂合并交易[1] - 首席执行官表示若业务持续表现良好 2026年将成为上市年份[5] 并购交易与市场地位 - 2024年12月完成与Veritas数据保护部门的合并 合并后实体估值超过70亿美元[2] - 该交易使公司成为最大的数据保护软件提供商 将快速增长但未盈利的Cohesity与规模更大、利润丰厚的Veritas结合[2] - 通过收购Veritas持有的14%市场份额 公司市场份额从5%提升至19% 成为高度分散行业的市场领导者[4] 财务与上市时间表 - 公司需要向公开市场投资者提供合并后实体的完整财年业绩 最早可能在"明年初"准备就绪[4] - 公司财年于8月结束 意味着可能等到2026年秋季进行IPO[4] - 合并交易被描述为高风险但经过精确计算的战略举措[2]