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M&A activity in cybersecurity draws both applause and investor caution
While tech analysts broadly agree that ServiceNow’s acquisition of Armis strengthens its cybersecurity capabilities, the deal also brought some stock market unease. ServiceNow shares dipped slightly following the announcement, likely due to concerns over the size of the purchase and reliance on large acquisitions to drive growth. However, many in the security community noted that investing in R&D-driven acquisitions - especially those that enhance real-time asset intelligence and exposure management - is essential given the increasing sophistication of AI-fuelled attacks and the need to innovate faster than adversaries.
23-12-2025
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