Tshawb nrhiav kev sib koom ua ke ntau dua thiab kev yuav khoom ntawm cov tuam txhab cybersecurity hauv 2023 raws li cov tuam txhab sib tw los tsim cov platform dav dav. Qhov kev sib koom ua ke no tuaj yeem txhawb nqa cybersecurity stocks, uas ua tsis tau zoo thaum lub lag luam dais.
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Hauv xyoo 2022, cov tuam txhab kev ncaj ncees ntiag tug tau ua haujlwm hauv kev yuav cov tuam txhab cybersecurity. Nrog kev ntsuas ntawm cov tuam txhab pej xeem qis dua mus rau xyoo 2023, cov neeg ua haujlwm hauv kev lag luam tuaj yeem nce siab, cov kws tshuaj ntsuam hais. Cov lus nug loj yog seb lawv puas yuav tsom mus rau cov tuam txhab me, xws li tuav ntiag tug lossis pej xeem.
Pab pawg IBD Computer Software-Security qeb thib 182 tawm ntawm 197 pawg kev lag luam tau taug qab txij lub Kaum Ob Hlis 28. Cov pab pawg tau nqis ntau dua 40% rau xyoo 2022.
Daim ntawv tshaj tawm tsis ntev los no Morgan Stanley taw qhia rau cov neeg muaj nyiaj txiag nplua nuj Palo Alto tes hauj lwm (PANW), Kuaj Cov Ntsiab Lus Software Thev Naus Laus Zis (CHKP), fortnite (FTNT) thiab CrowdStrike Holdings (CRWD) raws li cov neeg tau txais txiaj ntsig hauv xyoo 2023.
Cybersecurity Stocks: Tsav Consolidation
Cov kws tshuaj ntsuam ntawm Wall Street tau hais tias cov tuam txhab Asmeskas xav kom muaj kev tiv thaiv computer ntau dua los ntawm kev tswj hwm ntawm tsawg dua cybersecurity stocks.
"Kev sib sau ua ke ntawm kev ruaj ntseg ua haujlwm rau hauv kev ruaj ntseg dav dav yog qhov zoo sib xws," Baird kws tshuaj ntsuam Shrenik Kothari tau hais hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom. "Peb cia siab tias cov neeg muag khoom uas muaj kev nyab xeeb dav dav, xws li Palo Alto thiab Fortinet, kom tau txais txiaj ntsig los ntawm cov neeg muag khoom sib sau ua ke. Peb kuj xav kom muaj kev cuam tshuam ntev ntev los ntawm huab-native neeg muab kev ruaj ntseg xws li Zscaler (ZS), CrowdStrike, thiab Cloudflare (NET). "
Hauv nws qhov kev pom zoo kawg, CrowdStrike yuav Reposify thaum lub Cuaj Hli. Cloudflare thaum ntxov 2022 tau txais thaj tsam 1 Kev Ruaj Ntseg rau $ 162 lab.
Palo Alto Networks tau siv ntau dua $ 3.6 nphom ua 11 kev yuav khoom hauv peb lub xyoos dhau los. Tsis tas li ntawd, nrog cov hauv paus hniav hauv "firewall" kev lag luam kev ruaj ntseg network, Palo Alto lub hom phiaj los tsim kom muaj huab cua dav-raws li kev ruaj ntseg platform.
Hauv nws qhov kev pom zoo kawg, Palo Alto Networks thaum Lub Kaum Ib Hlis yuav Cider Security rau $ 195 lab nyiaj ntsuab.
PE Firm Thoma Bravo nce qib
Ntawm cov tuam txhab PE, Thoma Bravo yog tus neeg yuav khoom hnyav tshaj plaws ntawm cybersecurity stocks. Thoma Bravo thaum Lub Kaum Hli tau pom zoo yuav ForgeRock hauv ib qho nyiaj ntsuab tag nrho $ 2.3 billion deal.
Lub Tsev Haujlwm Saib Xyuas Kev Ncaj Ncees tab tom ua qhov kev tshuaj xyuas tsis txaus ntseeg ntawm qhov kev pom zoo. San Francisco-based ForgeRock muab tus kheej thiab nkag mus rau kev tswj xyuas kev daws teeb meem rau cov neeg siv khoom thiab cov neeg ua haujlwm, nrog rau cov khoom siv uas yog ib feem ntawm Internet ntawm Yam.
Thoma Bravo ua ntej tau txais Ping Identity Holdings, SailPoint Technology, Proofpoint, Sophos thiab Barracuda. Tsis tas li ntawd, kev sib koom ua ke ntau dua yuav tsum muaj ntawm cov tuam txhab kev ruaj ntseg cybersecurity uas muag cov khoom lag luam tsom rau cov neeg siv khoom lag luam thiab tus kheej thiab kev tswj hwm kev nkag.
“Kev sib tw yog nyob nruab nrab CyberArk (CYBR), Okta (OKTA), Thomas Bravo thiab Microsoft (MSFT) raws li txhua lub tuam txhab tsim lossis tau txais cov khoom kom xa cov ntaub ntawv sib sau ua ke, "cybersecurity stocks analyst Alex Zukin ntawm Wolfe Research tau hais hauv tsab ntawv tshaj tawm 2023.
Ntawm cov hom phiaj ua tau, cov kws tshuaj ntsuam tau taw qhia rau Xyaum (TENB) thiab Sai 7 (RPD).
Tsim Lub Platform Zoo Tshaj Plaws
Thaum Microsoft yog feem ntau saib raws li qhov tau txais, huab-kev sib tw ntawm Google kuj tau ua haujlwm. Google niam txiv Cov tsiaj ntawv (GOOGL) hauv 2022 tau txais cybersecurity tuam txhab Mandiant hauv ib qho nyiaj ntsuab tag nrho $ 5.4 billion deal. Mandiant tam sim no yog ib feem ntawm Google kev lag luam huab-xws li.
Nyuam qhuav pib, Google tau txais Siemplify, kev ruaj ntseg orchestration, automation thiab teb tus kws kho mob, rau ib ncig ntawm $ 500 lab.
Lub caij no, Baird's Kothari tau hais tias qhov kev sib tw rau cybersecurity stocks yog tsim kev sib koom ua ke, tsis muab nqi txo nqi ntawm cov khoom ntim khoom.
"Muaj ob peb tus neeg muag khoom tau tsim tag nrho cov kev ruaj ntseg platform uas suav nrog kev soj ntsuam kev nyab xeeb thiab muaj peev xwm teb qhov xwm txheej," nws sau. "(Tab sis) cov neeg yuav khoom tau ua qhov sib txawv ntawm cov kev daws teeb meem sib xyaw thiab cov pob khoom muab ntau yam khoom muag muag."
Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.
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Tau qhov twg los: https://www.investors.com/news/technology/cybersecurity-stocks-why-acquisitions-could-pick-up-in-2023/?src=A00220&yptr=yahoo