16H·

Cybersecurity

Hi folks,

I would like to add a cybersecurity share to my portfolio this year. Since I'm sure some people are already invested here and I'm not yet familiar with the market (apart from the growth potential), I'd be interested in your opinion.

My favorite at first glance would probably be Palo Alto, even if I first have to read up on why there was such a sharp drop in profits. Which player would be your pick and why?

10 Commentaires

Tenbagger2024@Tenbagger2024

16H

Hello dear, as far as I have heard, Palo Alto has been downgraded by an analyst. The reason given was that Palo Alto's switch to a free entry-level model was not well received. Palo Alto made this switch last year in order to attract new customers and then convert them to a subscription model. I think the next quarterly figures will show where the journey is heading.

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Sinan@sinancharmant

15H

$ZS Zscaler is on the rise with strongly increasing sales and profit figures 👍

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isacc_se@isacc_se

14H

Take a look at the ETF from Wisdomtree A2QGAH.

I sold Fortinet and sentinelone and switched into the ETF.

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Soprano@Soprano

I am very satisfied with Fortinet. Crowdstrike could also be considered, but it doesn't have an attractive risk/reward ratio at the moment. And that applies even more to Palo Alto, because they don't really stand out in any respect.

Cloudflare's business model is somewhat more specialized and cannot be directly compared with the other 3 providers

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