1Wk·

Cybersecurity

Thommy98 · 2025-01-10T13:42:13.626428Z

Moin Leute, Ich würde gerne in diesem Jahr eine Cybersecurity Aktie ins Depot aufnehmen. Da hier bestimmt schon einige Investiert sind und ich den Markt (bis auf das Wachstumspotenzial) noch nicht kenne, würde mich eure Meinung interessieren. Mein Favorit auf den ersten Blick wäre wohl Palo Alto, auch wenn ich mich erst einlesen muss warum es so ein starken Gewinneinbruch gab. Welcher Player wär euer Pick und wieso? $PANW $CRWD $FTNT $NET

Hi folks,

I would like to add a cybersecurity share to my portfolio this year. Since I'm sure some people are already invested here and I'm not yet familiar with the market (apart from the growth potential), I'd be interested in your opinion.

My favorite at first glance would probably be Palo Alto, even if I first have to read up on why there was such a sharp drop in profits. Which player would be your pick and why?

11 Comments

Tenbagger2024@Tenbagger2024

1Wk

Hello dear, as far as I have heard, Palo Alto has been downgraded by an analyst. The reason given was that Palo Alto's switch to a free entry-level model was not well received. Palo Alto made this switch last year in order to attract new customers and then convert them to a subscription model. I think the next quarterly figures will show where the journey is heading.

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Thommy98@Thommy98

1Wk

@Tenbagger2024 All right, thanks for the info. Yes, Palo Alto came back a bit recently. You can't usually get a good price here anyway. Have you invested in one of the shares yourself?

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Tenbagger2024@Tenbagger2024

1Wk

@Thommy98 I am invested in Palo Alto. I bought here during a setback after the quarterly figures

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Sinan@sinancharmant

1Wk

$ZS Zscaler is on the rise with strongly increasing sales and profit figures 👍

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isacc_se@isacc_se

1Wk

Take a look at the ETF from Wisdomtree A2QGAH.

I sold Fortinet and sentinelone and switched into the ETF.

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Soprano@Soprano

1Wk

@isacc_se No, it's nothing

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isacc_se@isacc_se

1Wk

Weil?

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Soprano@Soprano

1Wk

I am very satisfied with Fortinet. Crowdstrike could also be considered, but it doesn't have an attractive risk/reward ratio at the moment. And that applies even more to Palo Alto, because they don't really stand out in any respect.

Cloudflare's business model is somewhat more specialized and cannot be directly compared with the other 3 providers

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Thommy98@Thommy98

1Wk

@Soprano Are you talking purely from a valuation perspective? I assumed that PaloAlto and Crowdstrike are the market leaders here? What does Fortinet do best of those mentioned?

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Soprano@Soprano

1Wk

@Thommy98 They make money. Fortinet are the only ones on your list that are really profitable. There is no real market leader in cybersecurity. The market has an extremely large number of smaller providers and there are also a few giants in the mix.

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Money_is_talking@savvy_investor_420

I have been invested in Crowdstrike since August and with very good results. As far as I know, Crowdstrike continues to invest and expand. I'm not the ultimate cyber security expert, but I think I've made the right choice here

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