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