To The Moon

IT landscape has evolved rapidly in the past 3 years, from 2020 to 2023.

While technologies like distributed processings and digitalization have steadily marched forward, others, especially in the field of artificial intelligence (AI), have undergone explosive growth & transformation.

Of the 7 significant IT evolutions, one of them is (no, not talking about artificial intelligence) Cybersecurity.

Rise of cybersecurity threats.

With an ever-increasing reliance on technology, risks associated with cyberattacks increases proportionately.

The past 3 years have seen a surge in sophisticated cyber threats.

This includes:

• Ransomware.

• Phishing.

• Supply Chain attacks.

• Cloud Security risks.

• Zero-day attacks.

It has also necessitated:

1. Development of new cybersecurity solutions.

2. Heightened focus on cyber defense.

Why cybersecurity and not AI?

Artificial Intelligence (AI) stocks have skyrocketed into stratosphere, since May 2023.

With the US market set on a rally collision, these stocks are going to be even more overpriced.

A prudent investor might want to wait for a pullback before diving into them.

In the interim, shift one’s attention to cybersecurity.

Often regarded as the less glamorous side of tech, it plays an extremely important role, protecting personal data and systems from online attacks.

Three AAA+ cybersecurity stocks for considerations.

1. $CrowdStrike Holdings, Inc.(CRWD)$.

• Earnings per share (EPS): $0.82 vs. $0.74 as per market expectations.

• Revenue: $786.0 Million vs $580.9 Million, YoY and it’s a +35% increase.

• Market Capitalization: With a $60.52 Billion market cap, it is large & established company.

• Brand Equity: Recognized leader in cloud-based endpoint security, boasting strong customer loyalty and industry awards.

Crowdstrike is basking in a 144.04% YTD gain.

2. $Palo Alto Networks(PANW)$.

• Earnings per share (EPS): $1.44 vs $1.28 as expected by Refinitiv.

• Revenue: $1.95 Billion, vs $1.96 Billion as expected by Refinitiv.

• Market Capitalization: at $98.96 Billion, it is another large & established player.

• Brand Equity: Well-known for its firewall and secure access service edge (SASE) solutions, with a solid reputation in the industry.

Palo Alto Network has gained +126.70% YTD gain.

3. $SentinelOne, Inc(S)$.

SentinelOne might be attractive to speculative investors who can weather near-term volatility.

It IPO-ed 2.5 years ago, with the aim of disrupting the cybersecurity sector. SentinelOne by replacing all human analysts with AI algorithms on its Singularity platform. It proclaimed that the approach is faster & more accurate than human-driven platforms.

Undeniably, SentinelOne’s latest quarter earnings pales in comparison to the other 2 “veteran” US stocks.

• Loss per share: -$0.24 vs -$0.35 YoY, a +31.43% gain.

• Revenue: $164.2 Million vs $115.3 Million YoY, a +42% gain.

• Market Capitalization: $7.793 Billion. It’s a smaller outfit but fast growing company.

• Brand Equity: Emerging leader in zero-trust security solutions, gaining traction with its innovative approach.

SentinelOne has gained +77.83% YTD gain.

As a newly listed company, SentinelOne has a lot to prove.

However, it could surprise investors over the next few years as it scales up its business.

That expansion and evolution would likely drive its stock much higher.

• Do you think there is room for cybersecurity stocks as viable long-term investment?

• Do you think you will be interested in any of the 3 US stocks shared?

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