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2 cybersecurity stocks to buy and add to your portfolio in 2025
CRWDCrowdStrike(CRWD) Finbold·2025-01-29 15:01

Industry Overview - Global cybersecurity spending is projected to reach 292billionby2028,drivenbydigitaltransformationandincreasingcyberattacks[1]−Theurgencyforadvancedcybersecuritysolutionsisgrowing,presentingstrongopportunitiesforlong−terminvestors[9]Company:PaloAltoNetworks(PANW)−PaloAltoNetworkshasamarketcapitalizationof292 billion by 2028, driven by digital transformation and increasing cyberattacks [1] - The urgency for advanced cybersecurity solutions is growing, presenting strong opportunities for long-term investors [9] Company: Palo Alto Networks (PANW) - Palo Alto Networks has a market capitalization of 126 billion and is a key player in the cybersecurity industry, with approximately 2.3 million new threats identified daily [2] - The company has expanded its offerings to include cloud security solutions like Prisma Cloud and SASE, as well as threat detection tools such as Cortex XSOAR [3] - Recently launched the Quantum Random Number Generator (QRNG) Open API framework to address quantum security risks and secured a 100millioncontractwiththeU.K.HomeOffice[4]−InfiscalQ12025,PaloAltoreporteda14100 million contract with the U.K. Home Office [4] - In fiscal Q1 2025, Palo Alto reported a 14% year-over-year revenue increase to 2.1 billion, with subscription and support revenue up 16.3% and product sales growing 3.7% [5] - The company projects 14% revenue growth for fiscal 2025, estimating revenues between 9.12billionand9.12 billion and 9.17 billion, with earnings expected between 6.26and6.26 and 6.39 per share [5] - Shares are currently trading at 193,reflectinga3.5193, reflecting a 3.5% gain over the past five days and a 7% increase year-to-date, with a forward earnings valuation of 59 times [6] - Analysts remain bullish, with price targets set at 230 by Morgan Stanley and 225byScotiabank[6]Company:CrowdStrike(CRWD)−CrowdStrikehasemergedasaresilientstockduringmarketvolatility,withitsFalconplatformrecognizedforachieving100225 by Scotiabank [6] Company: CrowdStrike (CRWD) - CrowdStrike has emerged as a resilient stock during market volatility, with its Falcon platform recognized for achieving 100% detection and protection in ransomware tests [7] - The company reported a 28% year-over-year revenue increase, reaching 1 billion, with annual recurring revenue surpassing 4billion[8]−Two−thirdsofCrowdStrike′scustomersusefiveormoresoftwaremodules,indicatingstrongcustomerengagement[8]−Sharesarecurrentlytradingat4 billion [8] - Two-thirds of CrowdStrike's customers use five or more software modules, indicating strong customer engagement [8] - Shares are currently trading at 401, reflecting a 6% gain over the past five days and a 19% increase year-to-date, with a price target of $410 from Cantor Fitzgerald [9]