Cyber security shares were not immune to the last market sale, which opens some attractive entry points for some major companies in space. Meanwhile, electronic attacks do not disappear and have become more frequent and developed. As such, these are the types of stocks that you can buy and keep for a long time.
Let’s take three shares of cybersecurity you may want to buy now and keep them in the long run.
While it is famous for the walls of the next generation, Palo Alto networks(Nasdaq: panw) She turned herself into more than one complete Cyber security a company.
The vision of customers feels frustrated with different cybersecurity solutions. The company took a bold step last year when it presented a new “platform” strategy. Under this strategy, she stopped selling new points solutions and began to unify customers to one of the three main cyber security platforms.
To motivate customers to do this, I decided to allow customers to use some of their services for free while they had broken contracts with other cyber security companies to obtain similar services. At that time, she said this was equivalent to giving customers about six months of the capabilities of free products.
The strategy seems to be working so far. It ended in the last quarter through 1150 platforms among the best 5,000 customers, most of which are on the network safety platform. He also pointed out that customers who use two of their platforms increased by 50 %, while the number of customers who use three of its three platforms doubled. Its later platform is comprehensive to detect threats, respond to the crust solution, and a prisma cloud. Its goal is to have between 2500 and 3500 customers in the fiscal year 2030.
In general, the Palu Alto platform strategy is the right strategy and should help operate the long -term arrows.
Photo source: Getty Images.
Crowdstrike(Nasdaq: CRWD) He is the pioneer in the security point security with the Falcon platform. The security point of the end protects the devices connected to a network – such as smartphones, laptops and servers – from malicious attacks.
The company benefits from the trend in the field of organizations that look forward to enhancing its electronic security on one platform with one seller. This leads customers to continue to adopt more of its units. In fact, 67 % of Croldstrike customers publish five or more of its units, while 21 % use eight or more.
Customers are also attracted to the company’s Falcon Flex solution, which is a flexible license and purchasing model that is easy to access the full cybersecurity portfolio in Crowdstrike. With Falcon Flex, customers can spread a Crowdstrike solution quickly when needed. This gives customers greater flexibility when dealing with cybersecurity threats while allowing them to better manage spending on cybersecurity.
While Crowdstrike has seen growing in its slow revenue after the power outage last year, the retaining of customers is still strong. Meanwhile, you should see a batch as a package for the customer’s commitment (which consists of additional units or flexible dollars) that you gave to affected clients begin to move later this year.
As a leader in space, Crowdstrike stocks should be a long -term winner.
Like Crowdstrike, Guardian (Nyse: s) It is the Cyber Security Company at the end point. Its uniqueness platform is used Artificial Intelligence (AI) And machine learning to analyze behavior, discovery and eliminate threats in actual time. It is also able to decrease any changes automatically to a time point before cybersecurity attack.
The company grows its revenues quickly, including 29 % in the last quarter, although it is hardly profitable based on the modified EPS, as it continues to focus on growth on profitability. On the basis of the price forward to sell (P/S), the stock is very cheap for the type of revenue growth that is created, and is 5.7 times trading. This is half double Palu Alto and a third of Crowdstrike.
Meanwhile, it is worth noting that the red cyberspace security company WIZ, which has just agreed to obtain alphabet, Try to buy Sentinelone again in 2023 to integrate companies. This talks to the value WIZ has seen in the Sentinelone technology.
Meanwhile, Sentinelone has a great opportunity in the back half this year when it is a deal with Lenovo Personal computers seller (PC) begins. A single computer seller will install the Sentinelone platform on all new computers that it sells while giving current users the ability to upgrade their safety to the platform. It will also create a new detection and response service (MDR) using the capabilities of AI and EDR (discovering the end and response point) based on the unique platform.
Lenovo is the largest personal computer seller in the world, selling 61.8 million computers last year. As such, this is a possible and motivated growth driver for a goalkeeper.
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*The stock consultant dates back from April 1, 2025
Susan Fry, CEO of Alphabet, is a member of the Motley Fool Board of Directors. Jeffrey Siller He has positions in the alphabet and Sentinelone. Motley Fool has positions in Alphabet and Crowdstrike. Motley recommends a lie of Palu Alto networks. Motley deception has Disclosure.
