Geopolitics Alpha

Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data

Published . Updated .

It has been a bad month for federal government cybersecurity.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CGNT COGNYTE SOFTWARE LTD REGISTERED SHS ISIN IL0011691438

    GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • GWRE GUIDEWIRE SOFTWARE INC COM

    GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • U UNITY SOFTWARE INC

    GA selected U as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CHKP CHECK POINT SOFTWARE TECH LT

    GA selected CHKP as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • HUBC HUB CYBER SEC LTD SHS NEW 2026

    GA selected HUBC as a RELATED security because its canonical security name directly matches this event's themes: cyber. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • PRGS PROGRESS SOFTWARE CORP

    GA selected PRGS as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CGNT———————
GWRE———————
U———————
CHKP———————
HUBC———————
PRGS———————

It has been a bad month for federal government cybersecurity.

Source: Ars Technica

The price since 1 Oct 2026: Cognyte Software (CGNT) versus the S&P 500

Since the first closing price after “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data,” Cognyte Software (CGNT) is -0.23%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.17% difference versus the market.

CGNT
SPY

Who reported a Cognyte Software (CGNT) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Cognyte Software (CGNT)

Companies tied to this story

  • CGNT Cognyte Software

    Cognyte Software (CGNT) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data.” Reason on file: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GWRE Guidewire Software

    Guidewire Software (GWRE) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data.” Reason on file: GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • U Unity Software

    Unity Software (U) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data.” Reason on file: GA selected U as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CHKP Check Point Software Technologies

    In “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data,” Check Point Software Technologies (CHKP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHKP as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HUBC Hub Cyber Security

    For “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data,” Hub Cyber Security (HUBC) is linked, with no stored direction, medium confidence. Reason on file: GA selected HUBC as a RELATED security because its canonical security name directly matches this event's themes: cyber. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PRGS Progress Software

    For “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data,” Progress Software (PRGS) is linked, with no stored direction, medium confidence. Reason on file: GA selected PRGS as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Cognyte Software (CGNT)

On 1 Oct 2026, “Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data” is the story that connects Cognyte Software (CGNT) to this story.

What ties Cognyte Software (CGNT) to the headline is this: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Guidewire Software (GWRE): GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Cognyte Software (CGNT)

CGNT traded between 8.21 and 9.01 across 20 sessions. The latest close on file is 8.72. GWRE traded between 139.15 and 178.31 across 20 sessions. The latest close on file is 171.39. U traded between 38.47 and 47.74 across 20 sessions. The latest close on file is 40.58.

A simple score for Cognyte Software (CGNT)

46 out of 100

“Hacks of 2 federal agencies in a month have spilled a bonanza of sensitive data” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.