3Semana·

Cybersecurity update - mega deals are getting closer and closer

Hello dear getquin community, today I present to you an update on cybersecurity and takeover fantasies of the big players in this industry.

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Cybersecurity remains one of the hottest sectors on the stock market. According to a recent report $CYBR (-1,04%) CyberArk is moving into the spotlight as the company plays a key role in modern zero trust architectures with its identity and access management solutions. Analysts consider CyberArk to be a potential takeover candidate, especially by players such as $PANW (-1,27%) Palo Alto Networks who want to strategically expand their platform. The industry is visibly consolidating, Trend Micro is the focus of several private equity companies, while $S (+0%) SentinelOne is also being traded as a target. Here in particular $CRWD (-1,48%) CrowdStrike and $PANW (-1,27%) Palo Alto Networks are seen as potential buyers who could further strengthen their position in the fast-growing endpoint security market through an acquisition. For investors, this means two things: in the short term, takeover fantasies could lead to a jump in share prices, while in the long term the major players will benefit from a stronger market position. It remains interesting to see whether this trend towards mega deals will accelerate in the coming months and who can ultimately secure the leading role in the cybersecurity market.

Source: Der Aktionär and own research

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17 Comentários

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3Semana
Well, the takeover is actually no longer a fantasy but has already been confirmed by both companies
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As always, a very detailed list Elsa. Thank you very much. I already announced here last week that I had built up an initial position in $CLAV as it is a European company where I see great opportunities as I think that the Europeans will not become dependent on the Americans in areas where this is possible.
But I would also be interested to know which are your favorites in the respective area according to your research and why?
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Hello my dear what do you think of $RBRK
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@Tenbagger2024
Hello 👋
Yes, I have had $RBRK on my watchlist for some time. It is definitely a hidden champion in the software & insurance sector in the area of cloud and data security with enormous potential due to close cooperation with Microsoft (Azure Integration), ServiceNow and SAP.
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@EpsEra
Thanks for your assessment.
It has already gone well.
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