1344 ET - Hostilities in the Middle East could drive increased focus toward some areas of cybersecurity, Stifel analysts say, pointing to operational technology and critical infrastructure environments. The trend would benefit vendors like Fortinet and Tenable Holdings, as well as privately-held companies like Claroty, Dragos and Nozomi, as well as Armis, which is in the process of being acquired by ServiceNow, the analysts say. Conflicts don't necessarily drive a near-term spike in cybersecurity spend overall, but high-profile events like Israel's cyberattack on Iran tend to keep cybersecurity as a top IT priority, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 02, 2026 13:44 ET (18:44 GMT)

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