Our Pro Cybersecurity Coverage Starts Today

Posted by Minerva on Feb 10, 2021 10:54:59 AM

Today we commence our Pro service coverage of the cybersecurity sector.  Our first Pro note sets out the vendor landscape as we see it, and explains why our top picks include ZScaler (ZS) and Cloudflare (NET).  The note is free to all Pro subscribers - if you're yet to subscribe, you can buy the note on a one-time basis - we'll deduct the cost of the note against your subscription fee should you choose to join us. 

Cybersecurity As We See It

We believe the cybersecurity market has plenty of growth ahead of it, which can benefit the stocks in this sector.  Spending in earnest in the wake of the SunBurst hack has yet to really commence.  The sector is divided between old-line value plays such as Norton LifeLock (NLOK) and high growth momentum plays such as CrowdStrike (CRWD).  We favor the latter group. 

In the note we further divide up the sector into software, hardware and services players.

We believe the in-network security players have a bright future and in today's note we dive deep into the numbers at Zscaler (ZS) and Cloudflare (NET).

Subscribers can access the note free of charge here (login required).

Non-subscribers can purchase the note on a one-time basis here (no login needed).

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Disclosures: Cestrian Capital Research, Inc staff hold personal account long position(s) in CRWD, NET, NLOK, and ZS.

 

Topics: Public Posts, Cloud, CRWD, NET, ZS

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