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Cybersecurity: Checks Show Spend Cuts Likely Coming in 2023, These Stocks Could Outperform - BofA

By Senad Karaahmetovic A Bank of America analyst reflected on the cybersecurity sector after having discussions with key partners and VARs across the industry. A key takeaway from...
Cybersecurity: Checks Show Spend Cuts Likely Coming in 2023, These Stocks Could Outperform - BofA © Reuters. Cybersecurity: Checks Show Spend Cuts Likely Coming in 2023, These Stocks Could Outperform - BofA

By Senad Karaahmetovic

A Bank of America analyst reflected on the cybersecurity sector after having discussions with key partners and VARs across the industry.

A key takeaway from these discussions is that spending slowdowns have already started. This is mostly associated with mid-sized enterprises and SMBs while the large enterprises have shown no signs of a slowdown, although this may change too soon.

“We note that partners believe larger enterprises may also reduce budgets, yet this might only happen starting next year. On specific areas within security, endpoint solutions, Cloud security and privileged access management seem to be more resilient areas, while distributors expect to see some slowdown in IAM and VM,” the analyst said in a note.

Overall, Microsoft (NASDAQ:MSFT) is seen as a beneficiary in multiple areas given its “bundle offerings.”

As far as sectors are concerned, the analyst notes strong demand for endpoint security, which should benefit SentinelOne (NYSE:S) and CrowdStrike (NASDAQ:CRWD).

“We see SentinelOne and CrowdStrike in different segments of the market, with SentinelOne benefiting from a 10-20% price advantage in the mid-market, while CrowdStrike wins with larger enterprises on product breadth, typically having much larger deals than SentinelOne,” he added.

As far as cloud security is concerned, Zscaler (NASDAQ:ZS) and Palo Alto Networks (NASDAQ:PANW) are seen as “clear winners.”

“Zscaler has been successful in displacing legacy solutions, with resellers noting a strong partnership ecosystem, while Palo Alto is successful with companies that are not yet fully cloud-native and still utilize firewalls. Additionally, Palo Alto is benefiting from the ability to cross sell into the existing customer base,” the analyst concluded.

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09-08-2022 11:40:59 (UTC+7)

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 EUR/USD1.0193↑ Sell
 GBP/USD1.2083Neutral
 USD/JPY134.85↑ Buy
 AUD/USD0.6977↑ Sell
 USD/CAD1.2856↑ Buy
 EUR/JPY137.46Buy
 EUR/CHF0.9736↑ Sell
 Gold1,802.15Neutral
 Silver20.688Buy
 Copper3.5877↑ Buy
 Crude Oil WTI90.55Neutral
 Brent Oil96.43↑ Buy
 Natural Gas7.671↑ Buy
 US Coffee C211.38↑ Sell
 Euro Stoxx 503,757.22↑ Sell
 S&P 5004,140.06↑ Sell
 DAX13,687.69Neutral
 FTSE 1007,482.37↑ Sell
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 Small Cap 20001,941.21↑ Buy
 IBEX 358,272.50↑ Sell
 BASF44.800Neutral
 Bayer52.95↑ Buy
 Allianz177.84Neutral
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 Lufthansa6.751Buy
 Siemens AG109.40↑ Buy
 Deutsche Bank AG8.799↑ Sell
Mua/Bán 1 chỉ SJC
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SJC Eximbank6,630/ 6,730
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Cập nhật 09-08-2022 11:41:09
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Cập nhật lúc 11:39:21 09/08/2022
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