One even hit its daily price limit! Key points for assessing the outlook for security-related stocks rising against the market as the Nikkei 225 falls: “GMO Prime” and “Cyber Security Cloud,” attracting attention for measures against unauthorized access and PHP vulnerabilities (Money Post WEB)

While the Nikkei average remained weak, security-related stocks showed relative strength. Behind this were the spread of unauthorised access and developments in measures against PHP vulnerabilities, with GMOプライム, part of GMO Internet Group, and サイバーセキュリティクラウド attracting market attention.

For the nine months from December 2025 to August 2026, GMOプライム reported revenue of ¥711.458 million, up 10.9% year on year, and operating profit of ¥76.075 million, down 25.8%. Ordinary profit was ¥80.288 million, down 22.5% year on year. Progress against the full-year forecast reached 108.7%, and attention is focused on developments over the remaining 4 months.

Following a TOB by the GMO Group, GMOプライム joined the group, and synergy effects are reportedly expected in 2026. サイバーセキュリティクラウド is known for defensive software such as 「攻撃遮断くん」. Its shares rose ¥700 from the previous day to ¥3,865 on the 22nd, and have since continued to trade in a high range.

The market focus is on how to assess the future share-price performance of these stocks, with the relationship between the growth potential of security-related stocks and market conditions becoming a key issue.