Cybersecurity shares have not been immune to the recent sale of the market, opening some attractive points of entry for some of the most important companies in the space. In the meantime, cyberataques do not disappear and become more frequent and sophisticated. As such, these are the types of shares you can buy and maintain for a long time.
We see three cybersecurity stocks that you may want to buy now and keep them in the long term.
While known for their next generation firewalls, Palo Alto Networks(NASDAQ: PANW) Has been transformed into more than one complete cybersecurity Business.
Seeing that customers are frustrated through disparate cybersecurity solutions, the company made a daring movement last year when it introduced a new “platform” strategy. Under this strategy, he stopped selling new Point solutions and began to consolidate customers on one of his three main cybersecurity platforms.
To encourage customers to do so, he decided to let customers use some of their services for free while they had contracts established with other cybersecurity companies for similar services. He then said that this was the equivalent of giving customers about six months of free product capabilities.
Strategy so far seems to work. It ended last quarter with 1,150 platforms within its 5,000 most important customers, most of which are on their network safety platform. He also said that customers who used two of their platforms increased by 50%, while tripled the number of customers who used the three of their platforms. Their two most recent platforms are their comprehensive detection solution and solution to the safety solution solution and cloud security solution Prisma Cloud. Its aim is to have between 2,500 and 3,500 clients of the platform for the 2030 exercise.
Generally, Palo Alto’s platform strategy is correct and should help feed long -term actions.
Image Source: Getty’s pictures.
Crowdstrike(NASDAQ: CRWD) He is the final security leader with his Falcon platform. Endpoint Security protects devices connected to a network, such as smartphones, laptops and servers, from malicious attacks.
The company benefits from the tendency of organizations that seek to consolidate their cybersecurity on a single platform with a seller. This leads customers to continue to adopt more of their modules. In fact, 67% of Crowdstrike clients deploy five or more of their modules, while 21% use eight or more.
Customers are also attracted to the company Falcon Flex Flex, which is a flexible license and contracting model that facilitates access to the Crowdstrike full cybersecurity portfolio. With Falcon Flex, customers can quickly deploy the crowdstrike solution they need when needed. This provides customers with greater flexibility when it comes to cybersecurity threats, while also allowing them to better manage their cybersecurity expense.
While Crowdstrike saw its growth in revenue slowly after a well -published interruption last year, customer retention is still solid. In the meantime, you should see a boost as commitment packages with customers (consisting of additional modules or flexible dollars) that gave the affected customers begin to deploy -late this year.
As a space leader, crowdstrike actions should be a long -term winner.
As Crowdstrike, Feeling (NYSE: S) It is a final cybersecurity company. Its uniqueness platform uses Artificial intelligence (AI) and automatic learning to analyze behavior and detect and eliminate real -time threats. It is also able to automatically retreat the changes at a time before a cybersecurity attack occurred.
The company has increased its income quickly, including 29% last quarter, although it is almost not profitable in a tight way, as it continues to focus on profitability growth. At the sales price base (p/s), shares are very cheap for the type of income growth it generates, negotiating approximately 5.7 times multiple. That is, half of the multiple of Palo Alto and a third of crowdstrike.
In the meantime, it is noteworthy that the Cybersecurity company in Red Wiz, which has just been agreed to be acquired by Alphabet, He tried to buy Sentinelone by 2023 to merge companies. This talks about the value that Wiz saw in Sentinelone’s technology.
In the meantime, Sentinelone has a great opportunity in the back half of this year when there is an agreement Lenovo Retlla. The Personal Compute Seller (PC) will pre -installed the Sentinelone Uniqueness Platform to all the new computers that sells, while also offering existing users the opportunity to update their safety on the platform. It will also create a new managed detection and response service (MDR) through AI and EDR capabilities (detection and endpoint response) based on the uniqueness platform.
Lenovo is the largest business PC seller in the world, who sold 61.8 million computers last year. As such, it is a huge growth driver and catalyst for a company in size of Sentinelone.
Have you ever wanted to lose the boat when buying stocks most successful? Then you want to hear that.
Rarely, our an analysts expert team emits a “Double Double -Double” Actions Recommendation for companies that think they are about to make appear. If you are concerned that you have already lost your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia:If you invested $ 1,000 when we doubled in 2009,you would have $ 285,647!*
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Right now, we issue “double” alerts for three incredible companies, and maybe there is no other opportunity like this at any time.
Suzanne Frey, an Alphabet executive, is a member of the Board of Directors of the Motley Fool. Geoffrey Seiler It has positions in alphabet and sentinelone. The Motley Fool has positions and recommends alphabet and crowdstrike. The Motley Fool recommends Palo Alto Networks. The mold’s fool has a Outreach policy.
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