智通财经APP获悉，摩根大通周一发布报告指出，CyberArk(CYBR.US)、Zscaler(ZS.US)、Varonis(VRNS.US)和SailPoint(SAIL.US)正凭借“出色的业务执行力”在网络安全领域脱颖而出。
分析师Brian Essex在给客户的一份报告中写道：“强劲的季度表现促使Zscaler、Varonis和SailPoint三家公司上调了全年业绩指引。尽管CyberArk维持原有指引，但在财报后与管理层沟通时明显掌握着上调空间，这一保守做法引发了投资者的密切关注。”
Essex目前对CyberArk和Varonis给予“增持”评级，并将CyberArk列为其网络安全领域的首选标的，同时纳入分析师重点关注名单。
Essex解释称：“虽然安全支出仍是企业优先事项，但预算压力仍可能导致交易取消、延期及销售周期延长。本季度SailPoint、Zscaler和Varonis表现尤为亮眼，在身份认证与数据安全这两个重点领域的投入推动下，它们的业绩均超预期并实现指引上调。”
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