BUY NOW: 3 Cybersecurity Stocks

[00:00:00]three cyber security names. What's the first  one on your buy list? Yeah, that's uh PaloAlto Networks. PaloAlto is the largest cyber security  company by market cap. It's actively engaged in platformization and consolidating this fragmented  market. The last I heard it had about 12 or 15% market share, which is considerably more than  the next largest players. Looks like they also had a really good quarter. Well, yeah, they did  have a beat and raise quarter. Uh the big thing within this one was that we were expecting margin  pressures tied to their platformization plan, but those things are all resulting and  outperforming revenue and revenue growth and within that they're still performing better than  expected on the bottom line. So they're driving good profitability. They're able to sustain  their capital return and uh they're they're raising guidance. Let's talk a little bit about  the chart. This one clearly that huge growth story since April, but we do see a big pullback from  that initial top that it reached uh just a few weeks ago. We did see a pretty um significant top  reach. The market has pulled back. Uh but again, this is after a very large price runup. So, this  second week of selling has found support at the 30-day moving average. We're already rebounding  from that. To me, this looks like a consolidation phase and not really a correction. I would expect  to see Palo Alto move sideways and then eventually move to the upside from there. What's the second  name on this list? Well, the second name is Crowd Strike. This is another company that's uh  really um embedded with the platform process.

[00:01:24]It's a cloudnative cyber security company and it's  really focused on endpoints and IDs and and and workloads. Um it's viewed as a base layer uh for  your cyber security plan and would be part of of a more comprehensive plan that might include some  other companies. Crowd Strike has a stock split coming up later this month. uh that could induce  some volatility in the market, but generally speaking, this is still a very bullish chart uh  with upside expected ahead. The first two very popular names in the cyber security space. This  last one is familiar to many investors, but it's not quite as popular as the first two. It's uh a  smaller company, but also very important to AI.

[00:02:02]It's kind of emerged as a critical like  ground level picks and shovels play on cyber security uh because it's focused on observability.  handling a lot of your cloud and a lot of your models and a lot of your agentic activity,  watching how they operate, looking for flaws proactively instead of waiting for errors to start  to show up on their own. Again, their business is accelerating sequentially and year-over-year.  They're monetizing new products. Recently, their product launches have kind of elevated them  from um like an add-on to being an ecosystem on their own. So again, they're consolidating and  and growing in this fragmented market. Uh trying to monetize and capitalize on on platformization  and ecosystem security versus just niche security.

[00:02:45]Within all that, the analysts are lifting targets  and leading this market to new all-time highs. All right, this one's an interesting one. Very closely  tied to that AI story. Yeah, that's the data