Mar. 14 at 11:18 PM
My Top Cybersecurity Stocks ā Revenue YoY Growth & Guidance
CrowdStrike
$CRWD
ā
Revenue up doubleādigits YoY with strong ARR momentum.
ā
Management kept guidance firm and highlighted continued enterprise demand.
Palo Alto Networks
$PANW
ā
Solid YoY revenue growth as the platform strategy scales.
ā
Guidance remains positive with steady largeācustomer expansion.
Fortinet
$FTNT
ā
Revenue improving as enterprise spending stabilizes.
ā
Guidance points to steady demand through the year.
Qualys
$QLYS
ā
Consistent YoY revenue growth driven by cloud security.
ā
Raised fullāyear guidance after a strong quarter.