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Cybersecurity sector: still one of the biggest long-term opportunities?

For next week, we have earnings from Palo Alto and CrowdStrike, and I’ve been paying closer attention to the cybersecurity sector.

Personally, I strongly believe in this segment for the long term. I think the more AI evolves and the more dependent we become on technology, the more important cybersecurity will be. These companies should also benefit significantly from using AI themselves.

Many of these stocks experienced huge drops, even though they’ve partially recovered already, so I wanted to ask:

If you had to invest in only one cybersecurity company today, which would you choose?

Palo Alto?
CrowdStrike?
Fortinet?
Another one?

And why?

I’m also considering entering a cybersecurity ETF with decent volume, but I still don’t have any exposure to the sector.

At the moment I’ve 2 thematic ETFs $JEDI (-4,49 %) and $SEMI (-0,31 %) with 5-6% each. Does it make sense to enter before next week’s earnings, or would you wait?

Curious to read your opinions 👇

4 Commentaires

Robin B.@RobHood10

I am invested in Rubrik and Fortinet for the long term. In my opinion, cyber security remains one of the most important sectors of the future, especially because of AI and ever-increasing digitalization.

I like Fortinet because of its strong figures, profitability and stable market position. I find Rubrik exciting because of its cloud, data protection and growth potential. In my opinion, both companies consistently deliver good quarterly results and benefit in the long term from the fact that companies have to invest more and more in security.

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edumar@emppsb

@RobHood10 I share the same opinion, I’m not a stock picker but if I would be I maybe would bet on $FTNT , what you think about exposing to the sector with an etf like $CIBR or $W1TB ?

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Robin B.@RobHood10

@emppsb I think an ETF like CIBR definitely makes sense, especially if you want to be more broadly invested in the cybersecurity sector without having to pick individual winners.

I personally still like Fortinet very much because the company is profitable and consistently delivers strong figures. But in the long term, I generally believe that the entire sector will continue to grow due to AI, cloud and digitalization.

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edumar@emppsb

@RobHood10 im difinetly adding $CIBR in the future 🫡 thank you 🙏

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