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- Cybersecurity agency Rubrik (NYSE:RBRK) is prone to be the corporate that advantages essentially the most from the cyberattack that hit CDK International and impacted auto sellers this week, funding agency Cantor Fitzgerald mentioned.
- Rubrik shares have been fractionally increased in premarket buying and selling.
- The safety breach is prone to escalate how essential knowledge safety and cyber resiliency are, Cantor Fitzgerald analyst Yi Fu Lee mentioned. Lee has an Chubby score on Rubrik.
- Whereas the small print of the cyberattack are nonetheless being disseminated, the breach has broader implications for the cybersecurity, Lee mentioned. If it’s a conventional community safety subject, then firms like Zscaler (ZS), CyberArk (CYBR) and others that concentrate on zero belief and safe entry service edge ought to see elevated consideration.
- Individually, main response distributors like CrowdStrike (CRWD) and Google’s (GOOG) (GOOGL) Mandiant are probably to assist with aiding within the investigation, Lee mentioned.