Americas Technology_ Security_ 2025 Repositioning_ NET to Buy, CHKP to Neutral

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 1 January 2025 | 9:50PM EST Americas Technology: Security 2025 Repositioning: NET to Buy, CHKP to Neutral Security stock performance in 2024 can almost entirely be explained by one factor: to what extent the market believed each company is a platform vs. a point product. The best mid-to-large cap performers in our coverage were FTNT (+63%), CRWD (+37%) and NET (+31%); the worst performers were OKTA (-12%), ZS (-17%) and S (-18%). PANW (+25%), and CHKP (+23%) each performed more ...