Computer security shares were not immune from recent market sales, opening several attractive input points for some of the best companies in space. Meanwhile, cyber attacks do not leave and become more common and sophisticated. As such, these are the types of actions you can buy and hold for a long time.
Let’s look at three computer security supplies that you may want to buy now and hold them in the long run.
While it is known for its next generation’s fireids, Palo Alto Networks(Nasdaq: Panw) turned into more complete Cyber -security company.
Looking at clients to frustrate with the use of various computer security solutions, the company made a bold move last year when it introduced a new “platform” strategy. According to this strategy, she stopped selling new points solutions and began to consolidate customers on one of her three main computer security platforms.
To encourage customers to do so, he decided to allow customers to use some of their services for free while they had established contracts with other computer security companies for similar services. At this time, it is said that this is the equivalent of giving customers about six months free product opportunities.
So far the strategy seems to be working. The last quarter ended with 1,150 platforms within its top 5,000 customers, most of them on their network security platform. He also noted that clients using two of their own platforms increased by 50%, while triple the number of customers using all three of their platforms. Its two newer platforms are its comprehensive solution for detecting and a solution to response to solutions and solutions to the Prisma Cloud cloud safety. Its purpose is to have between 2,500 and 3,500 customers for the platform to the fiscal year 2030.
Overall, the Palo Alto platform strategy is real and should help power the stock in the long run.
Picture source: Getty Images.
Crowdstrike(Nasdaq: crwd) is the leader in the endpoint security with its Falcon platform. The endpoint security protects network -related devices – such as smart phones, laptops and servers – from malicious attacks.
The company benefits from the trend in the space of organizations that want to consolidate their computer security on a single platform with a single seller. This makes clients continue to accept more than their modules. In fact, 67% of Crowdstrike clients distribute five or more of its modules, while 21% use eight or more.
Customers are also attracted to the company Falcon Flex solution, which is a flexible licensing and procurement model that facilitates access to the full computer security portfolio of Crowdstrike. With Falcon Flex, customers can quickly deploy the solution for the crowd they need when needed. This gives customer flexibility more flexibility when dealing with computer security threats while allowing them to better manage computer security costs.
While Crowdstrike has noticed its revenue growth slow after a well -published interruption last year, customer retention remains firm. Meanwhile, reinforcement should be noted as customer commitment packages (consisting of additional modules or flexible dollars) giving customer impacts start rolling later this year.
As a leader in space, the actions of crowdstrike should be a long -term winner.
As a fuss, Sentinelone (Nyse: s) is the endpoint security company. Its unique platform for use Artificial intelligence (AI) and machine learning to analyze behavior and detect and eliminate real -time threats. It can also automatically restore all changes to a certain point before a computer security attack occurs.
The company increased its revenue rapidly, including 29% last quarter, although it is barely profitable on an adapted EPS basis, as it continues to focus on growth over profitability. On the front, the basis for sale (p/s), shares are very cheap for the type of revenue growth it generates, trading at about 5.7 times more. It is half the multiple of Palo Alto and a third of the crowd.
Meanwhile, it is noticeable that the Red and Eza Computer Security Company Wizz, which has just agreed to acquire Alphabetical, He tried to buy Sentinelone as early as 2023 to merge the companies. It speaks of the value Wizz has seen in Sentinelone technology.
Meanwhile, Sentinelone has a great opportunity in the back half of this year when a deal with Lenovo The blow. The PC salesman (PC) will install the pre-installation of the Sentinelone platform on all new computers he sells, while giving existing users upgrading their platform security. It will also create a new managed detection and response service (MDR) with the help of AI and EC opportunities (endpoint detection and response) based on the unity platform.
Lenovo is the largest computer computer salesman in the world, selling 61.8 million computers last year. As such, this is a huge potential driver of growth and catalyst for a sentinello -sized company.
Have you ever feeling like you missed the ship in buying the most successful actions? Then you will want to hear this.
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Now, we are publishing signals for “double down” for three amazing companies and maybe there will be no chance like this soon.
Susan Frey, executive in the alphabet, is a member of the Motley Badal Board of Directors. Offefrey Seler There are alphabet positions and sentinello. Motley fool has positions and recommends alphabet and fuss. Motley fool recommends Palo Alto nets. Motley -Budala has Disclosure policy.
