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05-25

How about QOR (ASX)? I have a large holding

These Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now

04-10

Or he is pumping so his family and friends can dump

Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!

02-09

$QORIA LTD(QOR.AU)$ How is this stock so far below the 72c that it is valued at for the merger with Aura? That's nearly double what it trades at.

2025-04-09

All designed to shake out retail. Dumb money moving to the rich as usual

China to Impose Additional 84% Tariffs on U.S. Goods from April 10

Go to Tiger App to see more news

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I have a large holding&nbsp;","listText":"How about QOR (ASX)? I have a large holding&nbsp;","text":"How about QOR (ASX)? I have a large holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567979258148728","repostId":"2637227593","repostType":2,"repost":{"id":"2637227593","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779695809,"share":"https://ttm.financial/m/news/2637227593?lang=en_US&edition=fundamental","pubTime":"2026-05-25 15:56","market":"us","language":"en","title":"These Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2637227593","media":"Dow Jones","summary":"As the AI infrastructure keeps rolling, cybersecurity stocks are along for the ride.","content":"<html><head></head><body><p style=\"text-align: start;\">Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.</p><p style=\"text-align: start;\">A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&amp;P 500 and its information technology sector.</p><p>For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.</p><ul style=\"list-style-type: revert;\"><li><p>The <a href=\"https://laohu8.com/S/HACK\">Amplify Cybersecurity ETF</a> was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.</p></li><li><p>The <a href=\"https://laohu8.com/S/CIBR\">First Trust Nasdaq Cybersecurity ETF</a> was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.</p></li><li><p>The newest of these three ETFs is the <a href=\"https://laohu8.com/S/BUG\">Global X Cybersecurity ETF</a>, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.</p></li></ul><p style=\"text-align: start;\">The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.</p><p style=\"text-align: start;\">Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.</p><p style=\"text-align: start;\">He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.</p><p style=\"text-align: start;\">ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.</p><h3 id=\"id_3002077586\" style=\"text-align: start;\">Cybersecurity stock screen</h3><p style=\"text-align: start;\">Together, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.</p><p style=\"text-align: start;\">The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.</p><p style=\"text-align: start;\">We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.</p><p style=\"text-align: start;\">Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Company</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Projected sales CAGR from 2026 through 2028</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward P/E</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward price/sales</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>Held by</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Broadcom</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>36.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.6</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Cloudflare</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>154.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>23.9</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>CrowdStrike Holdings</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>122.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Arista Networks</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>35.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Datadog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>80.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>16.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Rubrik</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.8%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>208.4</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Netskope</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.6%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>N/A</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>5.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Telos</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>25.0</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>1.7</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Zscaler</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>19.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>38.2</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>7.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Jfrog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>71.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>13.2</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Microsoft</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>21.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Alphabet</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>9.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SentinelOne</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.2%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>46.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.8</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Varonis Systems</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>129.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.5</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SailPoint</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>43.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>6.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td colspan=\"5\" style=\"text-align: right; vertical-align: middle;\"><p>Sources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)</p></td></tr></tbody></table><p style=\"text-align: start;\">The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for <a href=\"https://laohu8.com/S/NTSK\">Netskope</a>, for which the forward price/sales ratio was provided by FactSet.</p><p style=\"text-align: start;\">For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.</p><p style=\"text-align: start;\">The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&amp;P 500 and 20.1% for the S&amp;P 500 information technology sector.</p><p style=\"text-align: start;\">For valuation comparisons, the S&amp;P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&amp;P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.</p><p style=\"text-align: start;\">Among the list of 15 companies above, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> stands out with the lowest forward P/E of 21.9.</p><p style=\"text-align: start;\">Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&amp;P 500 and the IT sector, considering the growth projections.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TLS\">Telos</a> is the only stock on the list with a lower forward price/sales ratio than that of the S&amp;P 500. It is among six companies on the list, including <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, that trade less expensively than the S&amp;P 500 IT sector on this basis.</p><p style=\"text-align: start;\">CrowdStrike, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.</p><p style=\"text-align: start;\">“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.</p><p style=\"text-align: start;\">Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and <a href=\"https://laohu8.com/S/NET\">Cloudflare</a>.</p><p style=\"text-align: start;\">He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including <a href=\"https://laohu8.com/S/CVLT\">Commvault Systems</a>, Rubrik, Okta and SailPoint.</p><p style=\"text-align: start;\">“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-25 15:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.</p><p style=\"text-align: start;\">A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&amp;P 500 and its information technology sector.</p><p>For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.</p><ul style=\"list-style-type: revert;\"><li><p>The <a href=\"https://laohu8.com/S/HACK\">Amplify Cybersecurity ETF</a> was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.</p></li><li><p>The <a href=\"https://laohu8.com/S/CIBR\">First Trust Nasdaq Cybersecurity ETF</a> was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.</p></li><li><p>The newest of these three ETFs is the <a href=\"https://laohu8.com/S/BUG\">Global X Cybersecurity ETF</a>, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.</p></li></ul><p style=\"text-align: start;\">The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.</p><p style=\"text-align: start;\">Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.</p><p style=\"text-align: start;\">He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.</p><p style=\"text-align: start;\">ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.</p><h3 id=\"id_3002077586\" style=\"text-align: start;\">Cybersecurity stock screen</h3><p style=\"text-align: start;\">Together, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.</p><p style=\"text-align: start;\">The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.</p><p style=\"text-align: start;\">We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.</p><p style=\"text-align: start;\">Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Company</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Projected sales CAGR from 2026 through 2028</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward P/E</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward price/sales</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>Held by</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Broadcom</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>36.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.6</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Cloudflare</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>154.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>23.9</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>CrowdStrike Holdings</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>122.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Arista Networks</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>35.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Datadog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>80.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>16.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Rubrik</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.8%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>208.4</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Netskope</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.6%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>N/A</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>5.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Telos</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>25.0</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>1.7</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Zscaler</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>19.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>38.2</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>7.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Jfrog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>71.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>13.2</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Microsoft</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>21.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Alphabet</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>9.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SentinelOne</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.2%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>46.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.8</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Varonis Systems</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>129.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.5</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SailPoint</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>43.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>6.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td colspan=\"5\" style=\"text-align: right; vertical-align: middle;\"><p>Sources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)</p></td></tr></tbody></table><p style=\"text-align: start;\">The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for <a href=\"https://laohu8.com/S/NTSK\">Netskope</a>, for which the forward price/sales ratio was provided by FactSet.</p><p style=\"text-align: start;\">For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.</p><p style=\"text-align: start;\">The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&amp;P 500 and 20.1% for the S&amp;P 500 information technology sector.</p><p style=\"text-align: start;\">For valuation comparisons, the S&amp;P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&amp;P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.</p><p style=\"text-align: start;\">Among the list of 15 companies above, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> stands out with the lowest forward P/E of 21.9.</p><p style=\"text-align: start;\">Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&amp;P 500 and the IT sector, considering the growth projections.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TLS\">Telos</a> is the only stock on the list with a lower forward price/sales ratio than that of the S&amp;P 500. It is among six companies on the list, including <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, that trade less expensively than the S&amp;P 500 IT sector on this basis.</p><p style=\"text-align: start;\">CrowdStrike, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.</p><p style=\"text-align: start;\">“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.</p><p style=\"text-align: start;\">Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and <a href=\"https://laohu8.com/S/NET\">Cloudflare</a>.</p><p style=\"text-align: start;\">He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including <a href=\"https://laohu8.com/S/CVLT\">Commvault Systems</a>, Rubrik, Okta and SailPoint.</p><p style=\"text-align: start;\">“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - 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TECH OPPORTUNITY \"P\" (USD) ACC","BK4512":"苹果概念","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637227593","content_text":"Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&P 500 and its information technology sector.For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.The Amplify Cybersecurity ETF was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is Broadcom, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.The First Trust Nasdaq Cybersecurity ETF was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is CrowdStrike, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.The newest of these three ETFs is the Global X Cybersecurity ETF, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is Fortinet, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.Cybersecurity stock screenTogether, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.CompanyProjected sales CAGR from 2026 through 2028Forward P/EForward price/salesHeld byBroadcom36.9%26.914.6HACK, CIBRCloudflare27.1%154.323.9HACK, CIBRCrowdStrike Holdings22.3%122.626.4HACK, CIBR, BUGArista Networks22.3%35.314.1CIBRDatadog22.0%80.616.1CIBRRubrik20.8%208.48.0HACK, CIBR, BUGNetskope20.6%N/A5.0BUGTelos20.5%25.01.7BUGZscaler19.1%38.27.3HACK, CIBR, BUGJfrog18.5%71.113.2CIBRMicrosoft18.1%21.98.3CIBRAlphabet17.9%27.19.0CIBRSentinelOne17.2%46.34.8HACK, CIBR, BUGVaronis Systems17.1%129.84.5HACK, CIBR, BUGSailPoint17.0%43.86.4BUGSources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for Netskope, for which the forward price/sales ratio was provided by FactSet.For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&P 500 and 20.1% for the S&P 500 information technology sector.For valuation comparisons, the S&P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.Among the list of 15 companies above, Microsoft stands out with the lowest forward P/E of 21.9.Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&P 500 and the IT sector, considering the growth projections.Telos is the only stock on the list with a lower forward price/sales ratio than that of the S&P 500. It is among six companies on the list, including Zscaler, that trade less expensively than the S&P 500 IT sector on this basis.CrowdStrike, Palo Alto Networks, Fortinet and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and Cloudflare.He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including Commvault Systems, Rubrik, Okta and SailPoint.“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.","news_type":1,"symbols_score_info":{"S":1.84,"MSFT":1.88,"MSFY":0.6,"SAIL":1.86,"GOOY":0.6,"GGLL":0.6,"MSFO":0.6,"ZS":1.91,"AVGX":0.6,"BUG":2,"MSFL":0.6,"NETG":0.6,"AVGW":0.6,"CRWD":1.91,"ANET":1.84,"DDOG":1.84,"CRWL":0.6,"MSFU":0.6,"AVGG":0.6,"FROG":1.84,"AVGO":1.87,"GOOGL":1.84,"GOOP":0.6,"MSFX":0.6,"MSFW":0.6,"AVGU":0.6,"NET":1.87,"GOOX":0.6,"GOOW":0.6,"GOU":0.6,"NETX":0.6,"TLS":1.87,"AVL":0.6,"NTSK":1.87,"RBRK":1.86,"DOGD":0.6,"MSFD":0.6,"AVS":0.6,"ANEL":0.6,"VRNS":1.84,"CIBR":2,"HACK":2,"GGLS":0.6}},"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552242555175104,"gmtCreate":1775835704352,"gmtModify":1775836147775,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"Or he is pumping so his family and friends can dump","listText":"Or he is pumping so his family and friends can dump","text":"Or he is pumping so his family and friends can dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552242555175104","repostId":"1119618894","repostType":2,"repost":{"id":"1119618894","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775832080,"share":"https://ttm.financial/m/news/1119618894?lang=en_US&edition=fundamental","pubTime":"2026-04-10 22:41","market":"us","language":"en","title":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","url":"https://stock-news.laohu8.com/highlight/detail?id=1119618894","media":"Tiger Newspress","summary":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","content":"<html><head></head><body><p>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5929a39f952ea623932613c73f8e492\" tg-width=\"716\" tg-height=\"216\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-04-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5929a39f952ea623932613c73f8e492\" tg-width=\"716\" tg-height=\"216\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119618894","content_text":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","news_type":1,"symbols_score_info":{"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530839174124728,"gmtCreate":1770621097215,"gmtModify":1770622431137,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QOR.AU\">$QORIA LTD(QOR.AU)$</a> How is this stock so far&nbsp;below the 72c that it is&nbsp;valued at for the merger with Aura? That's nearly double what it trades at.&nbsp;","listText":"<a href=\"https://ttm.financial/S/QOR.AU\">$QORIA LTD(QOR.AU)$</a> How is this stock so far&nbsp;below the 72c that it is&nbsp;valued at for the merger with Aura? That's nearly double what it trades at.&nbsp;","text":"$QORIA LTD(QOR.AU)$ How is this stock so far below the 72c that it is valued at for the merger with Aura? That's nearly double what it trades at.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530839174124728","isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422592100455280,"gmtCreate":1744196924544,"gmtModify":1744205185740,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"All designed to shake out retail. Dumb money moving to the rich as usual&nbsp;","listText":"All designed to shake out retail. Dumb money moving to the rich as usual&nbsp;","text":"All designed to shake out retail. Dumb money moving to the rich as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422592100455280","repostId":"1119351778","repostType":4,"repost":{"id":"1119351778","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1744196535,"share":"https://ttm.financial/m/news/1119351778?lang=en_US&edition=fundamental","pubTime":"2025-04-09 19:02","market":"us","language":"en","title":"China to Impose Additional 84% Tariffs on U.S. Goods from April 10","url":"https://stock-news.laohu8.com/highlight/detail?id=1119351778","media":"Dow Jones","summary":"China Raises Tariffs on Imported U.S. Goods From 34% to 84%Nasdaq Futures, S&P And Dow slumped 1%.","content":"<html><head></head><body><p>China is raising tariffs on U.S. imports to 84% from 34%, in Beijing&#39;s latest response to President Trump&#39;s reciprocal levies.</p><p>The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.</p><p>Nasdaq Futures, S&amp;P And Dow slumped 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/856f410422718aa2e7993e9de8c2e8b8\" title=\"\" tg-width=\"327\" tg-height=\"131\"/></p><p>Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.</p><p>Additionally, China&#39;s Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization&#39;s dispute settlement mechanism.</p><p>The ministry also said that it has added 12 U.S. entities to China&#39;s export control list.</p><p>The 12 companies include American Photonics, Novotech and Echodyne, among others.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China to Impose Additional 84% Tariffs on U.S. Goods from April 10</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina to Impose Additional 84% Tariffs on U.S. Goods from April 10\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-09 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China is raising tariffs on U.S. imports to 84% from 34%, in Beijing&#39;s latest response to President Trump&#39;s reciprocal levies.</p><p>The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.</p><p>Nasdaq Futures, S&amp;P And Dow slumped 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/856f410422718aa2e7993e9de8c2e8b8\" title=\"\" tg-width=\"327\" tg-height=\"131\"/></p><p>Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.</p><p>Additionally, China&#39;s Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization&#39;s dispute settlement mechanism.</p><p>The ministry also said that it has added 12 U.S. entities to China&#39;s export control list.</p><p>The 12 companies include American Photonics, Novotech and Echodyne, among others.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119351778","content_text":"China is raising tariffs on U.S. imports to 84% from 34%, in Beijing's latest response to President Trump's reciprocal levies.The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.Nasdaq Futures, S&P And Dow slumped 1%.Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.Additionally, China's Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization's dispute settlement mechanism.The ministry also said that it has added 12 U.S. entities to China's export control list.The 12 companies include American Photonics, Novotech and Echodyne, among others.","news_type":1,"symbols_score_info":{"NQmain":1.1,"ESmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":552242555175104,"gmtCreate":1775835704352,"gmtModify":1775836147775,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"Or he is pumping so his family and friends can dump","listText":"Or he is pumping so his family and friends can dump","text":"Or he is pumping so his family and friends can dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552242555175104","repostId":"1119618894","repostType":2,"repost":{"id":"1119618894","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775832080,"share":"https://ttm.financial/m/news/1119618894?lang=en_US&edition=fundamental","pubTime":"2026-04-10 22:41","market":"us","language":"en","title":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","url":"https://stock-news.laohu8.com/highlight/detail?id=1119618894","media":"Tiger Newspress","summary":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","content":"<html><head></head><body><p>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5929a39f952ea623932613c73f8e492\" tg-width=\"716\" tg-height=\"216\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-04-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5929a39f952ea623932613c73f8e492\" tg-width=\"716\" tg-height=\"216\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119618894","content_text":"Trump: Palantir Has Proven to Have Great War Fighting Capabilities and Equipment. Just Ask Our Enemies!!!","news_type":1,"symbols_score_info":{"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567979258148728,"gmtCreate":1779696102485,"gmtModify":1779704367153,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"How about QOR (ASX)? I have a large holding&nbsp;","listText":"How about QOR (ASX)? I have a large holding&nbsp;","text":"How about QOR (ASX)? I have a large holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567979258148728","repostId":"2637227593","repostType":2,"repost":{"id":"2637227593","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779695809,"share":"https://ttm.financial/m/news/2637227593?lang=en_US&edition=fundamental","pubTime":"2026-05-25 15:56","market":"us","language":"en","title":"These Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2637227593","media":"Dow Jones","summary":"As the AI infrastructure keeps rolling, cybersecurity stocks are along for the ride.","content":"<html><head></head><body><p style=\"text-align: start;\">Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.</p><p style=\"text-align: start;\">A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&amp;P 500 and its information technology sector.</p><p>For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.</p><ul style=\"list-style-type: revert;\"><li><p>The <a href=\"https://laohu8.com/S/HACK\">Amplify Cybersecurity ETF</a> was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.</p></li><li><p>The <a href=\"https://laohu8.com/S/CIBR\">First Trust Nasdaq Cybersecurity ETF</a> was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.</p></li><li><p>The newest of these three ETFs is the <a href=\"https://laohu8.com/S/BUG\">Global X Cybersecurity ETF</a>, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.</p></li></ul><p style=\"text-align: start;\">The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.</p><p style=\"text-align: start;\">Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.</p><p style=\"text-align: start;\">He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.</p><p style=\"text-align: start;\">ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.</p><h3 id=\"id_3002077586\" style=\"text-align: start;\">Cybersecurity stock screen</h3><p style=\"text-align: start;\">Together, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.</p><p style=\"text-align: start;\">The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.</p><p style=\"text-align: start;\">We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.</p><p style=\"text-align: start;\">Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Company</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Projected sales CAGR from 2026 through 2028</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward P/E</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward price/sales</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>Held by</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Broadcom</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>36.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.6</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Cloudflare</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>154.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>23.9</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>CrowdStrike Holdings</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>122.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Arista Networks</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>35.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Datadog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>80.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>16.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Rubrik</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.8%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>208.4</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Netskope</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.6%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>N/A</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>5.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Telos</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>25.0</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>1.7</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Zscaler</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>19.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>38.2</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>7.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Jfrog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>71.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>13.2</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Microsoft</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>21.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Alphabet</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>9.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SentinelOne</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.2%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>46.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.8</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Varonis Systems</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>129.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.5</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SailPoint</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>43.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>6.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td colspan=\"5\" style=\"text-align: right; vertical-align: middle;\"><p>Sources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)</p></td></tr></tbody></table><p style=\"text-align: start;\">The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for <a href=\"https://laohu8.com/S/NTSK\">Netskope</a>, for which the forward price/sales ratio was provided by FactSet.</p><p style=\"text-align: start;\">For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.</p><p style=\"text-align: start;\">The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&amp;P 500 and 20.1% for the S&amp;P 500 information technology sector.</p><p style=\"text-align: start;\">For valuation comparisons, the S&amp;P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&amp;P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.</p><p style=\"text-align: start;\">Among the list of 15 companies above, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> stands out with the lowest forward P/E of 21.9.</p><p style=\"text-align: start;\">Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&amp;P 500 and the IT sector, considering the growth projections.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TLS\">Telos</a> is the only stock on the list with a lower forward price/sales ratio than that of the S&amp;P 500. It is among six companies on the list, including <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, that trade less expensively than the S&amp;P 500 IT sector on this basis.</p><p style=\"text-align: start;\">CrowdStrike, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.</p><p style=\"text-align: start;\">“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.</p><p style=\"text-align: start;\">Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and <a href=\"https://laohu8.com/S/NET\">Cloudflare</a>.</p><p style=\"text-align: start;\">He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including <a href=\"https://laohu8.com/S/CVLT\">Commvault Systems</a>, Rubrik, Okta and SailPoint.</p><p style=\"text-align: start;\">“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Cybersecurity Stocks Are Poised for Rapid Growth Through 2028, and Some of Them Are Cheap Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-25 15:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.</p><p style=\"text-align: start;\">A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&amp;P 500 and its information technology sector.</p><p>For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.</p><ul style=\"list-style-type: revert;\"><li><p>The <a href=\"https://laohu8.com/S/HACK\">Amplify Cybersecurity ETF</a> was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.</p></li><li><p>The <a href=\"https://laohu8.com/S/CIBR\">First Trust Nasdaq Cybersecurity ETF</a> was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.</p></li><li><p>The newest of these three ETFs is the <a href=\"https://laohu8.com/S/BUG\">Global X Cybersecurity ETF</a>, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.</p></li></ul><p style=\"text-align: start;\">The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.</p><p style=\"text-align: start;\">Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.</p><p style=\"text-align: start;\">He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.</p><p style=\"text-align: start;\">ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.</p><h3 id=\"id_3002077586\" style=\"text-align: start;\">Cybersecurity stock screen</h3><p style=\"text-align: start;\">Together, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.</p><p style=\"text-align: start;\">The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.</p><p style=\"text-align: start;\">We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.</p><p style=\"text-align: start;\">Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Company</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Projected sales CAGR from 2026 through 2028</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward P/E</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>Forward price/sales</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>Held by</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Broadcom</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>36.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.6</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Cloudflare</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>154.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>23.9</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>CrowdStrike Holdings</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>122.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>26.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Arista Networks</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.3%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>35.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>14.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Datadog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>22.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>80.6</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>16.1</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Rubrik</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.8%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>208.4</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Netskope</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.6%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>N/A</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>5.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Telos</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>20.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>25.0</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>1.7</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Zscaler</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>19.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>38.2</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>7.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Jfrog</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.5%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>71.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>13.2</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Microsoft</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>18.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>21.9</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>8.3</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Alphabet</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.9%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>27.1</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>9.0</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>CIBR</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SentinelOne</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.2%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>46.3</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.8</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>Varonis Systems</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.1%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>129.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>4.5</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>HACK, CIBR, BUG</p></td></tr><tr><td style=\"text-align: left; vertical-align: middle;\"><p>SailPoint</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>17.0%</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>43.8</p></td><td style=\"text-align: right; vertical-align: middle;\"><p>6.4</p></td><td style=\"text-align: left; vertical-align: middle;\"><p>BUG</p></td></tr><tr><td colspan=\"5\" style=\"text-align: right; vertical-align: middle;\"><p>Sources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)</p></td></tr></tbody></table><p style=\"text-align: start;\">The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for <a href=\"https://laohu8.com/S/NTSK\">Netskope</a>, for which the forward price/sales ratio was provided by FactSet.</p><p style=\"text-align: start;\">For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.</p><p style=\"text-align: start;\">The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&amp;P 500 and 20.1% for the S&amp;P 500 information technology sector.</p><p style=\"text-align: start;\">For valuation comparisons, the S&amp;P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&amp;P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.</p><p style=\"text-align: start;\">Among the list of 15 companies above, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> stands out with the lowest forward P/E of 21.9.</p><p style=\"text-align: start;\">Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&amp;P 500 and the IT sector, considering the growth projections.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TLS\">Telos</a> is the only stock on the list with a lower forward price/sales ratio than that of the S&amp;P 500. It is among six companies on the list, including <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, that trade less expensively than the S&amp;P 500 IT sector on this basis.</p><p style=\"text-align: start;\">CrowdStrike, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.</p><p style=\"text-align: start;\">“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.</p><p style=\"text-align: start;\">Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and <a href=\"https://laohu8.com/S/NET\">Cloudflare</a>.</p><p style=\"text-align: start;\">He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including <a href=\"https://laohu8.com/S/CVLT\">Commvault Systems</a>, Rubrik, Okta and SailPoint.</p><p style=\"text-align: start;\">“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - 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TECH OPPORTUNITY \"P\" (USD) ACC","BK4512":"苹果概念","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637227593","content_text":"Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot — and might offer a different area of focus for investors.A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&P 500 and its information technology sector.For a screen of cybersecurity stocks, we began by putting together a list of companies held by three industry-focused exchange-traded funds.The Amplify Cybersecurity ETF was established in November 2014. It has $2.3 billion in assets under management and holds 22 stocks as it tracks the ISE Cyber Security Select Index. The index is designed to provide exposure to the largest companies providing cybersecurity hardware, software and services. The fund’s largest holding is Broadcom, which makes up 7.5% of the portfolio. Its largest three holdings have a combined 22.2% weighting.The First Trust Nasdaq Cybersecurity ETF was launched in July 2015 and has $12.4 billion in assets under management. It tracks the Nasdaq CTA Cybersecurity Index and holds 42 stocks. But it is more concentrated at the top. Its largest holding is CrowdStrike, which comprises 10.6% of the portfolio, and its top three holdings make up 29.7% of the fund.The newest of these three ETFs is the Global X Cybersecurity ETF, which was established in October 2019 and now has $1.1 billion in assets. It holds 31 stocks to track the Indxx Cybersecurity Index. BUG’s largest holding is Fortinet, which makes up 7.5% of the portfolio, with its top three holdings having a combined 21.3% weighting.The portfolios of all three ETFs are dominated by U.S. companies. The BUG ETF has the highest exposure outside the U.S., with companies in five other countries making up 21% of the fund. For the CIBR ETF, companies in seven countries outside the U.S. make up 11.6% of the portfolio, while for the HACK ETF, companies in Israel and Japan make up a combined 10.3% of the portfolio.Morningstar analyst Malik Ahmed Khan told MarketWatch that it’s important to be selective when considering cyber ETF holdings.He said cyber ETFs can provide exposure to some companies facing “severe headwinds,” but are included because they are in the cybersecurity business.ETFs can “have a lot of junk — and by junk I mean cyber companies that are actually not very well competitively positioned, but they are pure plays,” Khan said.Cybersecurity stock screenTogether, the three ETFs hold 55 stocks. For this forward-looking screen, we are looking at projected compound annual growth rates (CAGR) for the companies’ sales from 2026 through 2028.The projections are based on consensus sales estimates for calendar years, as adjusted by LSEG for companies whose fiscal reporting periods don’t match the calendar.We began by cutting the list to 43 companies covered by at least five analysts polled by LSEG and for which consensus sales estimates are available through 2028.Among the 43 companies, these 15 have the highest projected sales CAGR from calendar 2026 through 2028. All are U.S.-based. More context for the data is below the table.CompanyProjected sales CAGR from 2026 through 2028Forward P/EForward price/salesHeld byBroadcom36.9%26.914.6HACK, CIBRCloudflare27.1%154.323.9HACK, CIBRCrowdStrike Holdings22.3%122.626.4HACK, CIBR, BUGArista Networks22.3%35.314.1CIBRDatadog22.0%80.616.1CIBRRubrik20.8%208.48.0HACK, CIBR, BUGNetskope20.6%N/A5.0BUGTelos20.5%25.01.7BUGZscaler19.1%38.27.3HACK, CIBR, BUGJfrog18.5%71.113.2CIBRMicrosoft18.1%21.98.3CIBRAlphabet17.9%27.19.0CIBRSentinelOne17.2%46.34.8HACK, CIBR, BUGVaronis Systems17.1%129.84.5HACK, CIBR, BUGSailPoint17.0%43.86.4BUGSources: LSEG, FactSet (For Netskope’s forward price/sales ratio only)The table includes forward price/earnings ratios and forward price/sales ratios for the companies. These are based on consensus earnings per share or sales estimates among analysts polled by LSEG, except for Netskope, for which the forward price/sales ratio was provided by FactSet.For Netskope, there is no forward P/E because the company is expected by analysts to post negative combined earnings over the next 12 months.The projected sales CAGR compares with the weighted projected growth rates of 7.9% for the S&P 500 and 20.1% for the S&P 500 information technology sector.For valuation comparisons, the S&P 500 trades at a forward P/E of 21.1, while the IT sector trades at a forward P/E of 24.3. The S&P 500 trades at a forward price/sales valuation of 3.3, while for the IT sector, this valuation is 7.8.Among the list of 15 companies above, Microsoft stands out with the lowest forward P/E of 21.9.Broadcom has the highest projected sales CAGR of 36.9% and may appear to be expensive at a forward price/sales ratio of 14.6. Then again, this stock’s forward P/E of 26.9 is not very high compared with those of the S&P 500 and the IT sector, considering the growth projections.Telos is the only stock on the list with a lower forward price/sales ratio than that of the S&P 500. It is among six companies on the list, including Zscaler, that trade less expensively than the S&P 500 IT sector on this basis.CrowdStrike, Palo Alto Networks, Fortinet and Zscaler stand out to him as the “big four” major cyber players to pay attention to, given that these companies have demonstrated competency across core cyber areas, be it endpoint, cloud, security operations, data security or identity.“I think the correct way to think about it is all these businesses have a core competency which still brings in material cash flow,” Morningstar’s Khan said.Truist Financial analyst Junaid Siddiqui told MarketWatch that, in the era of agentic artificial intelligence, the platform vendors building the best AI-defensible moats include CrowdStrike, Palo Alto Networks, Zscaler and Cloudflare.He said data and identity security are becoming core focus areas in the age of agentic security, which he said will benefit other names, including Commvault Systems, Rubrik, Okta and SailPoint.“As agentic AI evolves, the need to secure those autonomous agents becomes increasingly mission-critical,” he said.","news_type":1,"symbols_score_info":{"S":1.84,"MSFT":1.88,"MSFY":0.6,"SAIL":1.86,"GOOY":0.6,"GGLL":0.6,"MSFO":0.6,"ZS":1.91,"AVGX":0.6,"BUG":2,"MSFL":0.6,"NETG":0.6,"AVGW":0.6,"CRWD":1.91,"ANET":1.84,"DDOG":1.84,"CRWL":0.6,"MSFU":0.6,"AVGG":0.6,"FROG":1.84,"AVGO":1.87,"GOOGL":1.84,"GOOP":0.6,"MSFX":0.6,"MSFW":0.6,"AVGU":0.6,"NET":1.87,"GOOX":0.6,"GOOW":0.6,"GOU":0.6,"NETX":0.6,"TLS":1.87,"AVL":0.6,"NTSK":1.87,"RBRK":1.86,"DOGD":0.6,"MSFD":0.6,"AVS":0.6,"ANEL":0.6,"VRNS":1.84,"CIBR":2,"HACK":2,"GGLS":0.6}},"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530839174124728,"gmtCreate":1770621097215,"gmtModify":1770622431137,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QOR.AU\">$QORIA LTD(QOR.AU)$</a> How is this stock so far&nbsp;below the 72c that it is&nbsp;valued at for the merger with Aura? That's nearly double what it trades at.&nbsp;","listText":"<a href=\"https://ttm.financial/S/QOR.AU\">$QORIA LTD(QOR.AU)$</a> How is this stock so far&nbsp;below the 72c that it is&nbsp;valued at for the merger with Aura? That's nearly double what it trades at.&nbsp;","text":"$QORIA LTD(QOR.AU)$ How is this stock so far below the 72c that it is valued at for the merger with Aura? That's nearly double what it trades at.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530839174124728","isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422592100455280,"gmtCreate":1744196924544,"gmtModify":1744205185740,"author":{"id":"4177189851585742","authorId":"4177189851585742","name":"Chief Wigam","avatar":"https://community-static.tradeup.com/news/3c83f5661f90c6812fd35696c3c27ee7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177189851585742","idStr":"4177189851585742"},"themes":[],"title":"","htmlText":"All designed to shake out retail. Dumb money moving to the rich as usual&nbsp;","listText":"All designed to shake out retail. Dumb money moving to the rich as usual&nbsp;","text":"All designed to shake out retail. Dumb money moving to the rich as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422592100455280","repostId":"1119351778","repostType":4,"repost":{"id":"1119351778","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1744196535,"share":"https://ttm.financial/m/news/1119351778?lang=en_US&edition=fundamental","pubTime":"2025-04-09 19:02","market":"us","language":"en","title":"China to Impose Additional 84% Tariffs on U.S. Goods from April 10","url":"https://stock-news.laohu8.com/highlight/detail?id=1119351778","media":"Dow Jones","summary":"China Raises Tariffs on Imported U.S. Goods From 34% to 84%Nasdaq Futures, S&P And Dow slumped 1%.","content":"<html><head></head><body><p>China is raising tariffs on U.S. imports to 84% from 34%, in Beijing&#39;s latest response to President Trump&#39;s reciprocal levies.</p><p>The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.</p><p>Nasdaq Futures, S&amp;P And Dow slumped 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/856f410422718aa2e7993e9de8c2e8b8\" title=\"\" tg-width=\"327\" tg-height=\"131\"/></p><p>Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.</p><p>Additionally, China&#39;s Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization&#39;s dispute settlement mechanism.</p><p>The ministry also said that it has added 12 U.S. entities to China&#39;s export control list.</p><p>The 12 companies include American Photonics, Novotech and Echodyne, among others.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China to Impose Additional 84% Tariffs on U.S. Goods from April 10</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina to Impose Additional 84% Tariffs on U.S. Goods from April 10\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-09 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China is raising tariffs on U.S. imports to 84% from 34%, in Beijing&#39;s latest response to President Trump&#39;s reciprocal levies.</p><p>The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.</p><p>Nasdaq Futures, S&amp;P And Dow slumped 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/856f410422718aa2e7993e9de8c2e8b8\" title=\"\" tg-width=\"327\" tg-height=\"131\"/></p><p>Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.</p><p>Additionally, China&#39;s Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization&#39;s dispute settlement mechanism.</p><p>The ministry also said that it has added 12 U.S. entities to China&#39;s export control list.</p><p>The 12 companies include American Photonics, Novotech and Echodyne, among others.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119351778","content_text":"China is raising tariffs on U.S. imports to 84% from 34%, in Beijing's latest response to President Trump's reciprocal levies.The Customs Tariff Commission of the State Council said the new tariffs will take effect on Thursday.Nasdaq Futures, S&P And Dow slumped 1%.Beijing said last week that it would impose 34% tariffs on U.S. goods, prompting Trump to escalate tariffs on Chinese imports to 84%. This brings the total cumulative tariffs on Chinese goods this year to 104%.Additionally, China's Ministry of Commerce said Thursday that it has lodged a complaint against the latest U.S. tariff measures under the World Trade Organization's dispute settlement mechanism.The ministry also said that it has added 12 U.S. entities to China's export control list.The 12 companies include American Photonics, Novotech and Echodyne, among others.","news_type":1,"symbols_score_info":{"NQmain":1.1,"ESmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}