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2021-09-14

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Security Software Is Booming. Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调 Crowdstrike 和 Check Point 评级。</blockquote>

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Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调 Crowdstrike 和 Check Point 评级。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186977575","media":"Barrons","summary":"Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs","content":"Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.<blockquote>高盛安全软件分析师布莱恩-埃塞克斯（Brian Essex）对 CrowdStrike Holdings 和 Check Point Software Technologies 的股价下跌，此前该公司的股价下跌。</blockquote> “Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for&nbsp;next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.<blockquote>“埃塞克斯在一份研究报告中说：”现在是拥有安全软件的时候了。他说，第二季度的财务业绩提供了 “证据表明，数字化转型、攻击面的扩大、威胁环境的升级以及广为人知的安全事件继续推动对下一代安全的需求加速增长”。埃塞克斯说，该组织正在经历 “多年来我们所见过的与防火墙相关的最可观的支出周期之一”。</blockquote> Essex said his favorite names in the group include&nbsp;SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).<blockquote>埃塞克斯说，他在小组中最喜欢的名字包括专注于端点安全的SentinelOne；Ping Identity（Ping），在身份管理领域；帕洛阿尔托网络（PANW），网络安全；AvePoint（AVPT），数据安全；和Tenable（TENB），在脆弱性评估和管理方面。他还对 Okta (OKTA)、Rapid7 (RPD)、SailPoint (SAIL) 和 Verint (VRNT) 给予买入评级。</blockquote> On Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on&nbsp;Monday.<blockquote>不过，在 Check Point (CHKP)，他将评级从中性下调至卖出，将股价目标从 133 美元下调至 121 美元。Check Point 股价周一下跌 2.4%，至 118.22 美元。</blockquote> Essex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.<blockquote>埃塞克斯指出，该公司在防火墙领域的竞争对手增长速度比现在快。“他写道：”虽然从 Check Point 的同行能够加速进入高 20% 到低 30% 的范围来看，防火墙需求依然强劲，但相反，我们看到 Check Point 的增长仍处于低个位数区域。</blockquote> CrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.<blockquote>埃塞克斯表示，CrowdStrike (CRWD) 是该集团中少数几家在最近一个季度出现同比放缓的公司之一。他表示，虽然他预计 CrowdStrike 表现良好并有机会获得市场份额，但他将该股评级从买入下调至中性，因为更强劲的表现似乎已经反映在股价中。</blockquote> Essex kept his $305 price target on the stock. The shares fell 3% to $254.03.<blockquote>埃塞克斯维持该股 305 美元的目标价。该股下跌 3%，至 254.03 美元。</blockquote> Essex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.<blockquote>埃塞克斯还对 Secureworks (SCWX) 和 Qualys (QLYS) 给予卖出评级。“他说：”我们对正在失去份额、面临执行挑战和/或公司在新兴技术和平台扩张方面投资不足的平台持谨慎态度。</blockquote> Essex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.<blockquote>埃塞克斯说，Check Point、Secureworks和Qualys都属于这一类。“他说：”这些公司也表现出类似的收入减速趋势，我们预计，随着它们在各自安全领域的支出赶上同行，未来的利润率将逐步压缩。</blockquote>","source":"lsy1601382232898","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>Security Software Is Booming. 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Why Goldman Downgraded Crowdstrike and Check Point.<blockquote>安全软件正在蓬勃发展。高盛为何下调 Crowdstrike 和 Check Point 评级。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-14 17:57\n\n</h4>\n</header>\n<article>\nStock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.<blockquote>高盛安全软件分析师布莱恩-埃塞克斯（Brian Essex）对 CrowdStrike Holdings 和 Check Point Software Technologies 的股价下跌，此前该公司的股价下跌。</blockquote> “Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for&nbsp;next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.<blockquote>“埃塞克斯在一份研究报告中说：”现在是拥有安全软件的时候了。他说，第二季度的财务业绩提供了 “证据表明，数字化转型、攻击面的扩大、威胁环境的升级以及广为人知的安全事件继续推动对下一代安全的需求加速增长”。埃塞克斯说，该组织正在经历 “多年来我们所见过的与防火墙相关的最可观的支出周期之一”。</blockquote> Essex said his favorite names in the group include&nbsp;SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).<blockquote>埃塞克斯说，他在小组中最喜欢的名字包括专注于端点安全的SentinelOne；Ping Identity（Ping），在身份管理领域；帕洛阿尔托网络（PANW），网络安全；AvePoint（AVPT），数据安全；和Tenable（TENB），在脆弱性评估和管理方面。他还对 Okta (OKTA)、Rapid7 (RPD)、SailPoint (SAIL) 和 Verint (VRNT) 给予买入评级。</blockquote> On Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on&nbsp;Monday.<blockquote>不过，在 Check Point (CHKP)，他将评级从中性下调至卖出，将股价目标从 133 美元下调至 121 美元。Check Point 股价周一下跌 2.4%，至 118.22 美元。</blockquote> Essex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.<blockquote>埃塞克斯指出，该公司在防火墙领域的竞争对手增长速度比现在快。“他写道：”虽然从 Check Point 的同行能够加速进入高 20% 到低 30% 的范围来看，防火墙需求依然强劲，但相反，我们看到 Check Point 的增长仍处于低个位数区域。</blockquote> CrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.<blockquote>埃塞克斯表示，CrowdStrike (CRWD) 是该集团中少数几家在最近一个季度出现同比放缓的公司之一。他表示，虽然他预计 CrowdStrike 表现良好并有机会获得市场份额，但他将该股评级从买入下调至中性，因为更强劲的表现似乎已经反映在股价中。</blockquote> Essex kept his $305 price target on the stock. The shares fell 3% to $254.03.<blockquote>埃塞克斯维持该股 305 美元的目标价。该股下跌 3%，至 254.03 美元。</blockquote> Essex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.<blockquote>埃塞克斯还对 Secureworks (SCWX) 和 Qualys (QLYS) 给予卖出评级。“他说：”我们对正在失去份额、面临执行挑战和/或公司在新兴技术和平台扩张方面投资不足的平台持谨慎态度。</blockquote> Essex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.<blockquote>埃塞克斯说，Check Point、Secureworks和Qualys都属于这一类。“他说：”这些公司也表现出类似的收入减速趋势，我们预计，随着它们在各自安全领域的支出赶上同行，未来的利润率将逐步压缩。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/security-software-stocks-goldman-sachs-51631547296?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","CHKP":"Check Point软件科技"},"source_url":"https://www.barrons.com/articles/security-software-stocks-goldman-sachs-51631547296?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186977575","content_text":"Stock in CrowdStrike Holdings and Check Point Software Technologies headed lower after Goldman Sachs security-software analyst Brian Essex offered an upbeat view of the sector but cut his ratings on the two firms’ shares.\n“Now is the time to own security software,” Essex said in a research note. Financial results for the second quarter provided “evidence that digital transformation, expansion of attack surfaces, an elevated threat environment, and widely publicized security incidents continue to drive accelerated demand for next gen security,” he said. The group is seeing “one of the most substantial firewall-related spending cycles we’ve seen in years,” Essex said.\nEssex said his favorite names in the group include SentinelOne(S), which focuses on endpoint security;Ping Identity(PING), in the identity-management sector;Palo Alto Networks(PANW), innetwork security;AvePoint(AVPT), in data security; and Tenable (TENB), in vulnerability assessment and management. He also has Buy ratings on Okta (OKTA),Rapid7(RPD),SailPoint(SAIL), and Verint (VRNT).\nOn Check Point (CHKP), though, he reduced his rating to Sell from Neutral, lowering his target for the stock price to $121, from $133. Check Point shares fell 2.4% to $118.22 on Monday.\nEssex noted that the company’s rivals in the firewall segment are growing faster than it is. “While firewall demand remains robust as seen by Check Point’s peers’ ability to accelerate into the high twenty percent to low thirty percent range, on the contrary we are seeing Checkpoint growth remain in low single digit territory,” he wrote.\nCrowdStrike (CRWD), Essex said, was one of the few players in the group to show year-over-year deceleration in the latest quarter. He said that while he expects CrowdStrike to perform well and has an opportunity to gain market share, he downgraded the stock to Neutral from Buy because that stronger performance appears to be already reflected in the stock price.\nEssex kept his $305 price target on the stock. The shares fell 3% to $254.03.\nEssex also has Sell ratings on Secureworks (SCWX) and Qualys (QLYS). “We are cautious on platforms that are losing share, have execution challenges, and/or where companies have under invested in emerging technology and platform expansion,” he said.\nEssex says that Check Point, Secureworks and Qualys all fall into that category. “These companies are showing similar trends of revenue deceleration, and we expect incremental margin compression ahead as they spend to catch up with peers in their respective security segments,” he said.","news_type":1,"symbols_score_info":{"CRWD":0.9,"CHKP":0.9}},"isVote":1,"tweetType":1,"viewCount":835,"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":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/882040551"}