Elysium19
2021-05-11
Should watch the rise
20 cybersecurity stocks Wall Street believes can rise up to 79% over the next year<blockquote>华尔街认为明年可能上涨79%的20只网络安全股票</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":199454362,"tweetId":"199454362","gmtCreate":1620729576356,"gmtModify":1634196793512,"author":{"id":3574948695055795,"idStr":"3574948695055795","authorId":3574948695055795,"authorIdStr":"3574948695055795","name":"Elysium19","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Should watch the rise</p></body></html>","htmlText":"<html><head></head><body><p>Should watch the rise</p></body></html>","text":"Should watch the rise","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/199454362","repostId":1142485556,"repostType":4,"repost":{"id":"1142485556","kind":"news","pubTimestamp":1620728629,"share":"https://www.laohu8.com/m/news/1142485556?lang=zh_CN&edition=full","pubTime":"2021-05-11 18:23","market":"us","language":"en","title":"20 cybersecurity stocks Wall Street believes can rise up to 79% over the next year<blockquote>华尔街认为明年可能上涨79%的20只网络安全股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142485556","media":"MarketWatch","summary":"Ransomware attack on Colonial Pipeline Co. highlights an obvious area for growth in the technology s","content":"<p><b>Ransomware attack on Colonial Pipeline Co. highlights an obvious area for growth in the technology sector.</b>Cybersecurity is more critical than ever, especially in a world already reeling from supply disruptions and bottlenecks caused by the coronavirus pandemic. The latestbig ransomware attack, against Colonial Pipeline Co.,is an eye-opener, as it has led to the shutdown of the 5,500-mile Colonial Pipeline system andcould push up gasoline prices.</p><p><blockquote><b>对Colonial Pipeline Co.的勒索软件攻击凸显了科技行业一个明显的增长领域。</b>网络安全比以往任何时候都更加重要,尤其是在一个已经受到冠状病毒大流行造成的供应中断和瓶颈影响的世界。针对Colonial Pipeline Co.的最新大型勒索软件攻击令人大开眼界,因为它导致5500英里长的Colonial Pipeline系统关闭,并可能推高汽油价格。</blockquote></p><p>Beyond COVID-19, we are all threatened with the loss of personal data security as hackers continue to come up with new ways to exploit networks, software and the array of evolving technology services.</p><p><blockquote>在新冠肺炎之外,随着黑客不断想出新的方法来利用网络、软件和一系列不断发展的技术服务,我们都面临着个人数据安全丧失的威胁。</blockquote></p><p>Below is a screen of 20 cybersecurity companies that Wall Street analysts like for big gains in the stock market over the next year.</p><p><blockquote>以下是华尔街分析师看好明年股市大幅上涨的20家网络安全公司的屏幕。</blockquote></p><p><b>Cybersecurity ETFs</b></p><p><blockquote><b>网络安全ETF</b></blockquote></p><p>Many information technology companies offer various services that may or may not include software or hardware meant to improve network security. There is no obvious industry group for a broad stock screen.</p><p><blockquote>许多信息技术公司提供各种服务,这些服务可能包括也可能不包括旨在提高网络安全性的软件或硬件。广泛的股票屏幕没有明显的行业群体。</blockquote></p><p>To screen for a list of favored cybersecurity/network security/internet security stocks, we began by listing all the stocks held by four large exchange-traded funds:</p><p><blockquote>为了筛选受青睐的网络安全/网络安全/互联网安全股票列表,我们首先列出了四只大型交易所交易基金持有的所有股票:</blockquote></p><p><ul><li>The First Trust Nasdaq Cybersecurity has $3.58 billion in assets under management and annual expenses of 0.60% of assets. The fund holds 40 stocks, mainly software and networking companies, but has an “expanded focus” to include other industries, such as aerospace and defense, according to FactSet. It is concentrated; the 10 largest holdings make up 47% of the portfolio. The ETF is rated two stars (out of five) by Morningstar.</li><li>The ETFMG Prime Cyber Security has $2.04 billion in assets with an expense ratio of 0.60%. The ETF holds 59 stocks in a modified equal-weight scheme, so it isn’t very heavily concentrated. The top 10 making up 28.5% of the portfolio. According to FactSet, HACK has “a unique, cybersecurity-focused take on the technology sector that gives it a small-cap tilt.” The ETF only has a one-star rating from Morningstar.</li><li>The Global X Cybersecurity has $639 million in assets, an expense ratio of 0.50% and no Morningstar rating because it is less than three years old (it was established in October 2019). The fund holds 40 stocks globally, with weighting caps that limit its concentration on large-cap companies. But it is still heavily concentrated, with the 10 largest holdings making up 61% of the portfolio. Fortinet Inc. alone makes up 9.2%, followed by Palo Alto Networks Inc.PANW,-0.29%at 7.3% and CrowdStrike Holdings Inc. at $7.1%.</li><li>The iShares Cybersecurity & Tech has $458 million in assets, a 0.47% expense ratio and was established in June 2019. The fund holds 42 stocks of companies selected for having at least 50% of revenue derived from security-related hardware or services, weighted by market capitalization. It is concentrated, with the top 10 making up 44% of the portfolio.</li></ul>As far as the low ratings from Morningstar for CIBR and HACK, these funds have not been terrible performers over the past three years, but they have underperformed the SPDR S&P 500 ETFSPY,-0.99%.There performance has looked even worse when compared with the Invesco QQQ TrustQQQ,-2.53%(which tracks the Nasdaq-100 Index) and the full Nasdaq Composite IndexCOMP,-2.55%:</p><p><blockquote><ul><li>第一信托纳斯达克网络安全管理资产35.8亿美元,年度费用占资产的0.60%。FactSet表示,该基金持有40只股票,主要是软件和网络公司,但“扩大了重点”,包括航空航天和国防等其他行业。它是浓缩的;最大的10只股票占投资组合的47%。该ETF被晨星评为两星(满分五星)。</li><li>ETFMG Prime Cyber Security拥有20.4亿美元的资产,费用率为0.60%。该ETF在修改后的等权重计划中持有59只股票,因此集中度并不高。前10名占投资组合的28.5%。据FactSet称,HACK“对科技行业有独特的、以网络安全为重点的看法,这使其倾向于小盘股。”该ETF仅获得晨星公司的一星评级。</li><li>Global X Cybersecurity拥有6.39亿美元的资产,费用率为0.50%,由于成立不到三年(成立于2019年10月),因此没有晨星评级。该基金在全球持有40只股票,其权重上限限制了其对大盘股公司的集中度。但它仍然高度集中,10家最大的持股占投资组合的61%。仅Fortinet Inc.就占9.2%,其次是Palo Alto Networks Inc.PANW,-0.29%,为7.3%,CrowdStrike Holdings Inc.,为7.1%。</li><li>iShares Cybersecurity&Tech成立于2019年6月,资产为4.58亿美元,费用率为0.47%。该基金持有42只公司股票,这些公司的收入至少50%来自安全相关硬件或服务(按市值加权)。它是集中的,前10名占投资组合的44%。</li></ul>就晨星对CIBR和HACK的低评级而言,这些基金在过去三年中的表现并不糟糕,但它们的表现落后于SPDR标普500 ETFSPY,-0.99%。与Invesco QQQ TrustQQQ,-2.53%(跟踪纳斯达克100指数)和完整的纳斯达克综合指数COMP,-2.55%:</blockquote></p><p><img src=\"https://static.tigerbbs.com/2b27dbfdca6e47c6fad9988bb04cafde\" tg-width=\"1260\" tg-height=\"1074\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Cybersecurity stock screen</b></p><p><blockquote><b>网络安全股票屏幕</b></blockquote></p><p>Adding the four funds’ holdings and removing duplicates leaves a list of 56 stocks that are covered by at least five analysts polled by FactSet and have stock-market capitalizations of at least $1 billion.</p><p><blockquote>将这四只基金的持股量相加并删除重复项后,剩下56只股票,这些股票已被FactSet调查的至少5名分析师覆盖,且股票市值至少为10亿美元。</blockquote></p><p>Here are the 20 with majority “buy “or equivalent ratings that have the highest implied 12-month upside potential based on consensus price targets. You will need to scroll the table to see all the data:</p><p><blockquote>以下是20只获得多数“买入”或同等评级的股票,根据共识价格目标,它们具有最高的12个月隐含上涨潜力。您需要滚动表格才能查看所有数据:</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1aae6406494138e2e6b78070599d319\" tg-width=\"646\" tg-height=\"629\" referrerpolicy=\"no-referrer\">Three of these stocks are especially popular with MarketWatch readers, based on traffic flow to their quote pages. All three have pulled back this year after incredible returns during 2020:</p><p><blockquote>根据其报价页面的流量,其中三只股票特别受MarketWatch读者的欢迎。在2020年取得令人难以置信的回报后,这三家公司今年都有所回落:</blockquote></p><p><ul><li>Shares of DocuSign IncDOCU,-2.70%are down 13% in 2021 after tripling during 2020.</li><li>Cloudflare Inc.NET,-3.84%has dipped 10% this year after last year’s 345% gain.</li><li>CrowdStrike Holdings is down 11% in 2021 following a 325% gain in 2020.</li></ul>As always, a screen only highlights favored stocks. You should do your own research to form your own opinion about any investment before jumping in.</p><p><blockquote><ul><li>DocuSign IncDOCU(-2.70%)的股价在2020年上涨两倍后,2021年下跌13%。</li><li>Cloudflare Inc.NET,-3.84%继去年上涨345%后,今年已下跌10%。</li><li>CrowdStrike Holdings继2020年上涨325%后,2021年下跌11%。</li></ul>与往常一样,屏幕仅突出显示受青睐的股票。在投入之前,你应该做自己的研究,形成自己对任何投资的看法。</blockquote></p><p></p>","source":"lsy1603348471595","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>20 cybersecurity stocks Wall Street believes can rise up to 79% over the next year<blockquote>华尔街认为明年可能上涨79%的20只网络安全股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n20 cybersecurity stocks Wall Street believes can rise up to 79% over the next year<blockquote>华尔街认为明年可能上涨79%的20只网络安全股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-11 18:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Ransomware attack on Colonial Pipeline Co. highlights an obvious area for growth in the technology sector.</b>Cybersecurity is more critical than ever, especially in a world already reeling from supply disruptions and bottlenecks caused by the coronavirus pandemic. The latestbig ransomware attack, against Colonial Pipeline Co.,is an eye-opener, as it has led to the shutdown of the 5,500-mile Colonial Pipeline system andcould push up gasoline prices.</p><p><blockquote><b>对Colonial Pipeline Co.的勒索软件攻击凸显了科技行业一个明显的增长领域。</b>网络安全比以往任何时候都更加重要,尤其是在一个已经受到冠状病毒大流行造成的供应中断和瓶颈影响的世界。针对Colonial Pipeline Co.的最新大型勒索软件攻击令人大开眼界,因为它导致5500英里长的Colonial Pipeline系统关闭,并可能推高汽油价格。</blockquote></p><p>Beyond COVID-19, we are all threatened with the loss of personal data security as hackers continue to come up with new ways to exploit networks, software and the array of evolving technology services.</p><p><blockquote>在新冠肺炎之外,随着黑客不断想出新的方法来利用网络、软件和一系列不断发展的技术服务,我们都面临着个人数据安全丧失的威胁。</blockquote></p><p>Below is a screen of 20 cybersecurity companies that Wall Street analysts like for big gains in the stock market over the next year.</p><p><blockquote>以下是华尔街分析师看好明年股市大幅上涨的20家网络安全公司的屏幕。</blockquote></p><p><b>Cybersecurity ETFs</b></p><p><blockquote><b>网络安全ETF</b></blockquote></p><p>Many information technology companies offer various services that may or may not include software or hardware meant to improve network security. There is no obvious industry group for a broad stock screen.</p><p><blockquote>许多信息技术公司提供各种服务,这些服务可能包括也可能不包括旨在提高网络安全性的软件或硬件。广泛的股票屏幕没有明显的行业群体。</blockquote></p><p>To screen for a list of favored cybersecurity/network security/internet security stocks, we began by listing all the stocks held by four large exchange-traded funds:</p><p><blockquote>为了筛选受青睐的网络安全/网络安全/互联网安全股票列表,我们首先列出了四只大型交易所交易基金持有的所有股票:</blockquote></p><p><ul><li>The First Trust Nasdaq Cybersecurity has $3.58 billion in assets under management and annual expenses of 0.60% of assets. The fund holds 40 stocks, mainly software and networking companies, but has an “expanded focus” to include other industries, such as aerospace and defense, according to FactSet. It is concentrated; the 10 largest holdings make up 47% of the portfolio. The ETF is rated two stars (out of five) by Morningstar.</li><li>The ETFMG Prime Cyber Security has $2.04 billion in assets with an expense ratio of 0.60%. The ETF holds 59 stocks in a modified equal-weight scheme, so it isn’t very heavily concentrated. The top 10 making up 28.5% of the portfolio. According to FactSet, HACK has “a unique, cybersecurity-focused take on the technology sector that gives it a small-cap tilt.” The ETF only has a one-star rating from Morningstar.</li><li>The Global X Cybersecurity has $639 million in assets, an expense ratio of 0.50% and no Morningstar rating because it is less than three years old (it was established in October 2019). The fund holds 40 stocks globally, with weighting caps that limit its concentration on large-cap companies. But it is still heavily concentrated, with the 10 largest holdings making up 61% of the portfolio. Fortinet Inc. alone makes up 9.2%, followed by Palo Alto Networks Inc.PANW,-0.29%at 7.3% and CrowdStrike Holdings Inc. at $7.1%.</li><li>The iShares Cybersecurity & Tech has $458 million in assets, a 0.47% expense ratio and was established in June 2019. The fund holds 42 stocks of companies selected for having at least 50% of revenue derived from security-related hardware or services, weighted by market capitalization. It is concentrated, with the top 10 making up 44% of the portfolio.</li></ul>As far as the low ratings from Morningstar for CIBR and HACK, these funds have not been terrible performers over the past three years, but they have underperformed the SPDR S&P 500 ETFSPY,-0.99%.There performance has looked even worse when compared with the Invesco QQQ TrustQQQ,-2.53%(which tracks the Nasdaq-100 Index) and the full Nasdaq Composite IndexCOMP,-2.55%:</p><p><blockquote><ul><li>第一信托纳斯达克网络安全管理资产35.8亿美元,年度费用占资产的0.60%。FactSet表示,该基金持有40只股票,主要是软件和网络公司,但“扩大了重点”,包括航空航天和国防等其他行业。它是浓缩的;最大的10只股票占投资组合的47%。该ETF被晨星评为两星(满分五星)。</li><li>ETFMG Prime Cyber Security拥有20.4亿美元的资产,费用率为0.60%。该ETF在修改后的等权重计划中持有59只股票,因此集中度并不高。前10名占投资组合的28.5%。据FactSet称,HACK“对科技行业有独特的、以网络安全为重点的看法,这使其倾向于小盘股。”该ETF仅获得晨星公司的一星评级。</li><li>Global X Cybersecurity拥有6.39亿美元的资产,费用率为0.50%,由于成立不到三年(成立于2019年10月),因此没有晨星评级。该基金在全球持有40只股票,其权重上限限制了其对大盘股公司的集中度。但它仍然高度集中,10家最大的持股占投资组合的61%。仅Fortinet Inc.就占9.2%,其次是Palo Alto Networks Inc.PANW,-0.29%,为7.3%,CrowdStrike Holdings Inc.,为7.1%。</li><li>iShares Cybersecurity&Tech成立于2019年6月,资产为4.58亿美元,费用率为0.47%。该基金持有42只公司股票,这些公司的收入至少50%来自安全相关硬件或服务(按市值加权)。它是集中的,前10名占投资组合的44%。</li></ul>就晨星对CIBR和HACK的低评级而言,这些基金在过去三年中的表现并不糟糕,但它们的表现落后于SPDR标普500 ETFSPY,-0.99%。与Invesco QQQ TrustQQQ,-2.53%(跟踪纳斯达克100指数)和完整的纳斯达克综合指数COMP,-2.55%:</blockquote></p><p><img src=\"https://static.tigerbbs.com/2b27dbfdca6e47c6fad9988bb04cafde\" tg-width=\"1260\" tg-height=\"1074\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Cybersecurity stock screen</b></p><p><blockquote><b>网络安全股票屏幕</b></blockquote></p><p>Adding the four funds’ holdings and removing duplicates leaves a list of 56 stocks that are covered by at least five analysts polled by FactSet and have stock-market capitalizations of at least $1 billion.</p><p><blockquote>将这四只基金的持股量相加并删除重复项后,剩下56只股票,这些股票已被FactSet调查的至少5名分析师覆盖,且股票市值至少为10亿美元。</blockquote></p><p>Here are the 20 with majority “buy “or equivalent ratings that have the highest implied 12-month upside potential based on consensus price targets. You will need to scroll the table to see all the data:</p><p><blockquote>以下是20只获得多数“买入”或同等评级的股票,根据共识价格目标,它们具有最高的12个月隐含上涨潜力。您需要滚动表格才能查看所有数据:</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1aae6406494138e2e6b78070599d319\" tg-width=\"646\" tg-height=\"629\" referrerpolicy=\"no-referrer\">Three of these stocks are especially popular with MarketWatch readers, based on traffic flow to their quote pages. All three have pulled back this year after incredible returns during 2020:</p><p><blockquote>根据其报价页面的流量,其中三只股票特别受MarketWatch读者的欢迎。在2020年取得令人难以置信的回报后,这三家公司今年都有所回落:</blockquote></p><p><ul><li>Shares of DocuSign IncDOCU,-2.70%are down 13% in 2021 after tripling during 2020.</li><li>Cloudflare Inc.NET,-3.84%has dipped 10% this year after last year’s 345% gain.</li><li>CrowdStrike Holdings is down 11% in 2021 following a 325% gain in 2020.</li></ul>As always, a screen only highlights favored stocks. You should do your own research to form your own opinion about any investment before jumping in.</p><p><blockquote><ul><li>DocuSign IncDOCU(-2.70%)的股价在2020年上涨两倍后,2021年下跌13%。</li><li>Cloudflare Inc.NET,-3.84%继去年上涨345%后,今年已下跌10%。</li><li>CrowdStrike Holdings继2020年上涨325%后,2021年下跌11%。</li></ul>与往常一样,屏幕仅突出显示受青睐的股票。在投入之前,你应该做自己的研究,形成自己对任何投资的看法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/20-cybersecurity-stocks-wall-street-believes-can-rise-up-to-79-over-the-next-year-11620668243?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/20-cybersecurity-stocks-wall-street-believes-can-rise-up-to-79-over-the-next-year-11620668243?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142485556","content_text":"Ransomware attack on Colonial Pipeline Co. highlights an obvious area for growth in the technology sector.Cybersecurity is more critical than ever, especially in a world already reeling from supply disruptions and bottlenecks caused by the coronavirus pandemic. The latestbig ransomware attack, against Colonial Pipeline Co.,is an eye-opener, as it has led to the shutdown of the 5,500-mile Colonial Pipeline system andcould push up gasoline prices.Beyond COVID-19, we are all threatened with the loss of personal data security as hackers continue to come up with new ways to exploit networks, software and the array of evolving technology services.Below is a screen of 20 cybersecurity companies that Wall Street analysts like for big gains in the stock market over the next year.Cybersecurity ETFsMany information technology companies offer various services that may or may not include software or hardware meant to improve network security. There is no obvious industry group for a broad stock screen.To screen for a list of favored cybersecurity/network security/internet security stocks, we began by listing all the stocks held by four large exchange-traded funds:The First Trust Nasdaq Cybersecurity has $3.58 billion in assets under management and annual expenses of 0.60% of assets. The fund holds 40 stocks, mainly software and networking companies, but has an “expanded focus” to include other industries, such as aerospace and defense, according to FactSet. It is concentrated; the 10 largest holdings make up 47% of the portfolio. The ETF is rated two stars (out of five) by Morningstar.The ETFMG Prime Cyber Security has $2.04 billion in assets with an expense ratio of 0.60%. The ETF holds 59 stocks in a modified equal-weight scheme, so it isn’t very heavily concentrated. The top 10 making up 28.5% of the portfolio. According to FactSet, HACK has “a unique, cybersecurity-focused take on the technology sector that gives it a small-cap tilt.” The ETF only has a one-star rating from Morningstar.The Global X Cybersecurity has $639 million in assets, an expense ratio of 0.50% and no Morningstar rating because it is less than three years old (it was established in October 2019). The fund holds 40 stocks globally, with weighting caps that limit its concentration on large-cap companies. But it is still heavily concentrated, with the 10 largest holdings making up 61% of the portfolio. Fortinet Inc. alone makes up 9.2%, followed by Palo Alto Networks Inc.PANW,-0.29%at 7.3% and CrowdStrike Holdings Inc. at $7.1%.The iShares Cybersecurity & Tech has $458 million in assets, a 0.47% expense ratio and was established in June 2019. The fund holds 42 stocks of companies selected for having at least 50% of revenue derived from security-related hardware or services, weighted by market capitalization. It is concentrated, with the top 10 making up 44% of the portfolio.As far as the low ratings from Morningstar for CIBR and HACK, these funds have not been terrible performers over the past three years, but they have underperformed the SPDR S&P 500 ETFSPY,-0.99%.There performance has looked even worse when compared with the Invesco QQQ TrustQQQ,-2.53%(which tracks the Nasdaq-100 Index) and the full Nasdaq Composite IndexCOMP,-2.55%:Cybersecurity stock screenAdding the four funds’ holdings and removing duplicates leaves a list of 56 stocks that are covered by at least five analysts polled by FactSet and have stock-market capitalizations of at least $1 billion.Here are the 20 with majority “buy “or equivalent ratings that have the highest implied 12-month upside potential based on consensus price targets. You will need to scroll the table to see all the data:Three of these stocks are especially popular with MarketWatch readers, based on traffic flow to their quote pages. All three have pulled back this year after incredible returns during 2020:Shares of DocuSign IncDOCU,-2.70%are down 13% in 2021 after tripling during 2020.Cloudflare Inc.NET,-3.84%has dipped 10% this year after last year’s 345% gain.CrowdStrike Holdings is down 11% in 2021 following a 325% gain in 2020.As always, a screen only highlights favored stocks. You should do your own research to form your own opinion about any investment before jumping in.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":622,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/199454362"}
精彩评论