137.99 0.00 (0.00%)
After hours: 6:08PM EDT
|Bid||138.54 x 800|
|Ask||138.56 x 800|
|Day's Range||137.09 - 138.85|
|52 Week Range||88.68 - 138.85|
|Beta (3Y Monthly)||1.43|
|PE Ratio (TTM)||N/A|
|Earnings Date||Jul 23, 2019 - Jul 29, 2019|
|Forward Dividend & Yield||1.56 (1.14%)|
|1y Target Est||127.00|
(Bloomberg) -- Facebook Inc. took a beating for a second straight day over its controversial cryptocurrency plans as Democratic lawmakers argued the proposal posed vast privacy and national security risks.At a Wednesday hearing before the House Financial Services Committee, Chairwoman Maxine Waters compared Facebook to Wells Fargo & Co. and Equifax Inc., two scandal ridden companies that have come under scrutiny for harming consumers. If Facebook issues its Libra token, she added, the company will “wield immense power that could disrupt” governments and central banks.California’s Waters and other committee Democrats have crafted legislation to bar the company from proceeding with the coin until it can be properly vetted. In his testimony, Facebook executive David Marcus reiterated that the company won’t go ahead ahead with the cryptocurrency until regulators and governments across the world are satisfied. Democrats, however, were unmoved.Still, Marcus found more friends in the House than he did Tuesday in front of the Senate Banking Committee, giving some hope that Facebook could weather the political storm it unleashed a few weeks ago when it announced its Libra plans. One Republican on the financial services panel called the digital money idea brilliant, while others said they worried their Democratic colleagues were trying to stifle progress and thwart vital financial technology.“Washington must go beyond the hype and ensure that it’s not the place where innovation goes to die,” said Representative Patrick McHenry, the panel’s highest-ranking Republican. While saying he was appropriately skeptical of Facebook’s proposal, North Carolina’s McHenry urged lawmakers to move beyond making the company a political whipping boy.@RepMaxineWaters says of Facebook, and its plan to launch Libra Watch LIVE https://t.co/fdm5CaESeG— Beth Ponsot (@bponsot) July 17, 2019 “Change is here. Digital currencies exist,” he said. “And Facebook’s entry in this new world is just confirmation.”Read More: Big Tech Is Taking a Bipartisan Beating All Over WashingtonIt hasn’t been an easy few weeks for Facebook and its cryptocurrency project. Ahead of its Capitol Hill grillings, President Donald Trump took to Twitter to lambaste Libra, while Federal Reserve Chairman Jerome Powell and Treasury Secretary Steven Mnuchin indicated that the company would have a tough time satisfying a slew of regulatory issues.A parade of senators from both parties criticized Facebook at Tuesday’s Senate Banking hearing, saying the company can’t be trusted to handle consumers’ financial transactions. Much of the day focused on Facebook’s missteps involving privacy breaches and allowing Russian propaganda designed to influence the 2016 presidential election on its platform.Despite the outcry, it would be difficult for Congress to block Facebook’s plans. U.S. lawmakers haven’t passed any significant laws on cryptocurrencies, and no federal agency has established itself as the primary overseer for virtual coins. At least half a dozen regulators including the Securities and Exchange Commission, the Commodity Futures Trading Commission and parts of the Treasury Department have claimed some turf.Read More: Why Everybody (Almost) Hates Facebook’s Digital CoinIn his House testimony Wednesday, Marcus again said the company knew it was only “at the beginning of this journey” and was eager to get input from governments, central banks and others across the globe. The digital money operations are being headquartered in Switzerland.“We expect the review of Libra to be among the most extensive ever,” he said. “We are fully committed to working with regulators here and around the world.”But his refusal to agree to the moratorium proposed by Democrats, or even a pilot program that would test how Libra functions before a full-scale launch, enraged Carolyn Maloney, a New York Democrat whose constituency includes many Wall Street bankers. “You’ve breached the trust of users over and over again,” she said, adding that lawmakers should consider halting the project.Under questioning, Marcus alluded to the regulatory gray area that its digital coin could occupy.He told the panel that Facebook doesn’t consider the token to be a security or an exchange-traded fund, meaning it would not be regulated by the SEC. And though he said Libra may be seen as a commodity under current law, its oversight is still an open question. “We believe it is a payment tool,” Marcus said.Read More: Facebook Spurs Washington to Confront Its Crypto DitheringFacebook is currently talking to the Swiss financial regulator as well as the Group of Seven about what rules might apply, he added. Among the issues that are being addressed: privacy concerns, money laundering, terrorism finance and any potential impact on sovereign currencies.Marcus also sought to downplay Facebook’s leading role in the project, noting that it would be just one of dozens of corporations involved. However, he acknowledged that thus far the social media giant was the only company to have spent money or developed the technology for the project.Republicans on the panel generally argued that it was premature for Congress, or regulatory agencies, to clamp down on Libra. The government, they noted, shouldn’t get in the way of private sector progress.“This is absolutely brilliant,” Representative Sean Duffy, a Wisconsin Republican, told Marcus. “I was shocked at how bright it was.”(Adds details on hearing throughout.)To contact the reporters on this story: Ben Bain in Washington at firstname.lastname@example.org;Robert Schmidt in Washington at email@example.comTo contact the editors responsible for this story: Jesse Westbrook at firstname.lastname@example.org, Molly SchuetzFor more articles like this, please visit us at bloomberg.com©2019 Bloomberg L.P.
Equifax (EFX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Equifax Inc NYSE:EFXView full report here! Summary * Perception of the company's creditworthiness is negative * ETFs holding this stock are seeing positive inflows * Bearish sentiment is low and declining Bearish sentimentShort interest | PositiveShort interest is low for EFX with fewer than 5% of shares on loan. Additionally, this was an improvement in sentiment as investors who seek to profit from falling equity prices reduced their short positions on July 9. Money flowETF/Index ownership | PositiveETF activity is positive. Over the last month, ETFs holding EFX are favorable, with net inflows of $9.97 billion. Additionally, the rate of inflows is increasing. Economic sentimentPMI by IHS Markit | NeutralAccording to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Industrials sector is rising. The rate of growth is weak relative to the trend shown over the past year, however. Credit worthinessCredit default swap | NegativeThe current level displays a negative indicator. EFX credit default swap spreads are near their highest levels for the past 1 year, which indicates the market's more negative perception of the company's credit worthiness.Please send all inquiries related to the report to email@example.com.Charts and report PDFs will only be available for 30 days after publishing.This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
Helping the fintech sector thrive in Atlanta is TTV Capital, a venture capital firm that has focused on fintech investing since the early 2000s and has backed 53 companies.
A former Equifax executive who sold stock a week and a half before the company announced a massive data breach was sentenced Thursday to serve four months in federal prison for insider trading.
Amid the wave of U.S. initial public offerings this year, it occurred to me that companies going public leave one world and enter another. Startups come out of nowhere and burn down entire established industries, in part because they are small and scrappy enough that they can take the risk of ignoring rules — long-held conventions, business etiquette, dress code, branding and sometimes even the letter of the law — that their big-company competitors simply cannot.
Investors pursuing a solid, dependable stock investment can often be led to Equifax Inc. (NYSE:EFX), a large-cap worth...
ATLANTA, June 25, 2019 /PRNewswire/ -- A new automotive survey from Equifax finds that dealers understand digital retail solutions, but may struggle in providing such solutions to customers. According to dealers, 45 percent said it still takes between one-and-a-half and two hours, while 31 percent said it takes between two and two-and-a-half hours to complete a deal. While 84 percent of dealers said they offer appointment setting online, only 27 percent said they can facilitate the entire deal online.
Through the collaboration, Equifax (EFX) will help startups access its consumer and commercial data, and develop new products.
Today, everyone’s job description includes the use of some form of technology. If you aren’t keeping up with the changes, you may be working your way out of a job.
ATLANTA , June 20, 2019 /PRNewswire/ -- GIACT Systems ® , a leader in helping companies positively identify and authenticate customers, and Equifax, a global data, analytics, and technology company, today ...
ATLANTA, June 20, 2019 /PRNewswire/ -- Equifax Inc., a global data, analytics and technology company, today announced a joint collaboration with FinTech Sandbox to help drive global FinTech innovation. Startups can now leverage various forms of consumer and commercial data from Equifax in an effort to help these new businesses develop products for the benefit of the industry and consumers. Nonprofit FinTech Sandbox promotes innovation in the financial sector by making data and infrastructure available to well-qualified FinTech startups.
New Analysis from Equifax Workforce Solutions data shows that verifying employment history can yield up to 45% higher retention rates than employers who don't pre-screen. The Equifax analysis, conducted by the Workforce Solutions business unit, revealed that for some employers, verifying employment history could lift one-year retention rates as much as 45 percent higher on average than their peers that don't.
A federal watchdog says the government should stop relying on the creditagencies to verify the identifies of those using government services
Gone are the days of pleasantries where criminals would send you a ransom note in the mail, with letters cut from magazines, demanding that you send "X" amount of money or else. Now, all it takes is a single email. If you click it, they can steal your personal information in a flash. This method is known as "ransomware," a rather fitting name, if you ask me.Source: Shutterstock According to the CISA, ransomware "is a type of malicious software, or malware, designed to deny access to a computer system or data until a ransom is paid. It typically spreads through phishing emails or by unknowingly visiting an infected website." If the victim takes the bait, their personal information gets stolen, and the thief tries to extort them for thousands or even millions of dollars.So, what if I told you that this happened to an entire city?InvestorPlace - Stock Market News, Stock Advice & Trading TipsThat is exactly what's happening in Baltimore, MD, right now. Not much is known about the hackers, except that they want 13 bitcoins' worth of ransom. (That's about $100,000.) And for over a month, the Baltimore government has been unable to process people's water bills, property taxes and parking tickets.For a while, no one was even able to buy a house! And to this day, city employees are still locked out of their email accounts, doing all their business through Gmail instead.If this is the first you've heard of it -- that's probably because Baltimore's head of I.T. was keeping a lid on it. It is pretty embarrassing for the city. While Baltimore rightly refused to fork over the 13 bitcoins, the whole incident exposed the need for over $18 million of spending on upgrades (and lost revenues). If they'd done it earlier, maybe Baltimore could also have avoided a worrisome attack on their 911 system last spring!But it's not just governments that are going to become big spenders on cybersecurity. Corporations will, too. And this is going to have a material effect on stocks.In fact, it already has. Just look at Equifax (NYSE:EFX).The cyberattack on this Top 3 credit rating agency -- in which 143 million people had their most sensitive information stolen, and the thief vanished without a trace -- may have been almost two years ago now. But Equifax is still feeling the effects.EFX fell 35% on the news … and has yet to recover. Then in late May, Moody's downgraded their outlook on EFX -- the first time they've ever done so because of poor cybersecurity. Between settling lawsuits, paying fines and patching up their systems, Moody's expects that the 2017 breach "will continue to hurt the company's profit and free cash flow for the foreseeable future."It's not stacking up very well in my Portfolio Grader, either. If you take a look at the image below, you can see that its fundamentals are very weak.For a company that's worth more than $18 billion, has been around for 120 years and is so intimately involved in our lives and businesses … those are some pretty dismal stats.This is just one example. Just about every company will need to step it up, if they want to survive in this new world of data breaches and "dark web" hackers.Microsoft (NASDAQ:MSFT) -- which, for its part, is an A-rated "Strong Buy" in my Portfolio Grader -- certainly has an eye on its cybersecurity. In fact, it just put out an open call, asking hackers to attack Microsoft Azure!Like many other savvy tech companies, Microsoft often relies on these "white hat" hackers to expose weaknesses in Windows, Office and its browsers before the bad guys do. Now it's doing the same for Azure, its suite of cloud data storage services. Basically, this is Microsoft's answer to Amazon Web Services -- a huge profit driver for Amazon (NASDAQ:AMZN) -- and when it comes to customer data, trust is everything. No one can afford to be the next Equifax.Globally, Gartner forecasts security spending to be more than $124 billion just this year. That number is set to double to $248 billion by 2023. And after that, I see it going to $1 trillion. For its part, the Trump administration requested about $11 billion for cybersecurity in its 2020 budget.So, while MSFT is undoubtedly a high-quality stock, I'd prefer to invest in a recipient of all this cybersecurity cash. The One AI Company Set to Corner the Booming Cybersecurity IndustryMy favorite play in cybersecurity stocks is a company that has developed a cunning detection system that can analyze past criminal behavior and predict the next attack, using pattern recognition and machine learning -- in a word, artificial intelligence (AI).Founded in the early 2000s, right at the dawn of the "Internet Age," it's become a leader in the field of cybersecurity.Not only is this company helping protect Microsoft Azure and Amazon Web Services … its other clients include Sprint (NYSE:S), Leidos (NYSE:LDOS), and even the Steelers and Boston Red Sox. And its revenues have surged from just $2 million in 2002 to $1.8 billion today.With its cutting-edge AI system, I believe this company is going to be grabbing a large slice of this potential $1 trillion market. The company not only has strong earnings growth -- it gets a solid rating for its Quantitative Grade as well. Meaning the stock is enjoying enough buying pressure to deliver further profits to its investors in the future.So, without further ado, click here for my free briefing on the "mother of all technologies." When you do, you'll get the chance to hear my 1 cybersecurity stock for the A.I. revolution. You can also get my special report, The One AI Company Set to Corner the Booming Cybersecurity Industry, absolutely free.Louis Navellier is a renowned growth investor. He is the editor of four investing newsletters: Growth Investor, Breakthrough Stocks, Accelerated Profits and Platinum Growth. His most popular service, Growth Investor, has a track record of beating the market 3:1 over the last 14 years. He uses a combination of quantitative and fundamental analysis to identify market-beating stocks. Mr. Navellier has made his proven formula accessible to investors via his free, online stock rating tool, PortfolioGrader.com. Louis Navellier may hold some of the aforementioned securities in one or more of his newsletters. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Safe Stocks to Buy for Anxious Investors * 4 Tech Stocks Looking Vulnerable * Should You Buy, Sell, Or Hold These 7 Hot IPO Stocks? Compare Brokers The post Cybersecurity Stocks: The Trillion-Dollar Industry That Will Impact Every Stock appeared first on InvestorPlace.
The Carter Center has added more than 30 high-profile Georgia business leaders to its leadership advisory group.
TORONTO, June 11, 2019 -- Equifax® Canada’s latest report on the health of the consumer credit market shows Canadians remained highly reliant on debt to start 2019. Average.
Equifax (EFX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
[Editor's note: This story was previously published in February 2019. It has since been updated and republished.]Another day, another hack, another reason to buy a cybersecurity stock. That has been my motto for the better part of the past few years, as a huge surge in digital data volume globally has been accompanied by an equally large surge in headline cyber attacks. The big one was the Equifax (NYSE:EFX) scandal back in mid-2017, but that incident is far from isolated. Everyone from Under Armour (NYSE:UAA) to Wendy's (NYSE:WEN) to Whole Foods to Uber to Yahoo and U.S. universities has dealt with a cyber attack of some sort over the past several years.Concurrent to the rampant rise in cyber attacks, demand for cybersecurity solutions has burgeoned, and cybersecurity stocks have bounced. The Prime Cybersecurity ETF (NYSEARCA:HACK) is up roughly 20% over the past year, almost double the S&P 500's return of 18%.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 S&P 500 Dividend Stocks to Buy at Least Yielding 3% The pace of these attacks will only increase as more valuable data shifts online over the next several years. As such, demand for cybersecurity solutions will continue to grow and cybersecurity stocks will continue to outperform.With that in mind, here's a list of 15 cybersecurity stocks that investors should watch over the next several years. Indeed, I think a few of them could be huge winners: Palo Alto Networks (PANW)When it comes to cybersecurity stocks, the cream of the corp is Palo Alto Networks (NYSE:PANW). "Another day, another hack, another reason to buy a cybersecurity stock" could just as easily read "another day, another hack, another reason to buy Palo Alto Networks stock." In other words, Palo Alto Networks is so big and so good at what it does that the company may as well be a substitute for the entire cybersecurity space.This dominance has manifested itself in a long and steady track record of 20%-plus revenue growth and healthy operating margin expansion, the sum of which has powered a 150% rally in PANW stock over the past five years.Recent numbers are a little weak, but analysts remain confident on the stock. Fortinet (FTNT)While Palo Alto Networks may be the cream of the corp in this industry, Fortinet Inc (NASDAQ:FTNT) isn't too far behind.Source: Dennis van Zuijlekom via FlickrThis is another really big, really strong cybersecurity company that has a strong track record of 20%-plus revenue growth and strong share price gains. Over the past five years, FTNT is up 211%.Revenue growth isn't slowing at all, implying that despite increased competition, Fortinet continues to ride secular tailwinds in cybersecurity to 20%-plus revenue growth. Thus, so long as cybersecurity tailwinds remain strong, FTNT stock should do well. * 10 Stocks to Buy That Could Be Takeover Targets Analysts are worried about valuation here and now, with the stock trading at nearly 40X forward earnings. That does seem a little rich and this stock may be due for a correction in the near future. But thereafter, long-term tailwinds should drive FTNT stock higher. Check Point (CHKP)Another cybersecurity industry titan is Check Point (NASDAQ:CHKP). And, as an industry titan, CHKP stock is a likely winner if cybersecurity tailwinds stay strong.Source: Check Point SoftwareBut, CHKP stock has struggled lately. CHKP stock is up just 14% over the past year. A lot of the recent weakness in CHKP stock has to do with anemic revenue growth. Revenue growth was just 2% last quarter, an usually low mark for a cybersecurity giant.Long story short, it looks like competition is weighing on CHKP stock. Thus, go-forward growth prospects, while strong, are muddied by competitive threats. Granted, CHKP stock sports a reasonable valuation at just a little more than 20X forward earnings. But, that low valuation runs next to low growth, so the stock really isn't a bargain.Analysts aren't in love with this stock, and the chart isn't all that great, either. Thus, while CHKP should head higher in the long run thanks to industry tailwinds, the outlook for the stock in the near- to medium-term is much less promising. FireEye (FEYE)I'd lump cybersecurity company FireEye (NASDAQ:FEYE) more into the Check Point pile than the Palo Alto Networks and Fortinet pile.Source: David via Flickr (Modified)This is a solid company with healthy industry drivers, but revenue growth isn't robust. Over the last few years, that's caught up with the stock which has fallen 60 percent over the last five years. The company is barely profitable.As such, FEYE stock doesn't look like a huge winner in the big picture. * 6 Big Dividend Stocks to Buy as Yields Plunge That being said, there is an argument to buy FEYE stock in the near- to medium-term. Ever since the start of 2016, FEYE stock has been highly cyclical. In that cycle, the stock usually bottoms when the trailing sales multiple hits 3. Right now, we are just above 3. Thus, further weakness in the stock should be expected but could turn into a medium-term buying opportunity. Proofpoint (PFPT)Proofpoint (NASDAQ:PFPT) is the nascent, hyper-growth player in the cybersecurity space. The company isn't all that big (under $6 billion market cap, versus nearly $20 billion for Palo Alto Networks). But, what this company lacks in size, it makes up for in growth. \Because of this massive growth in a rapidly expanding industry, PFPT stock has done quite well. The stock is up 200% over the past five years.Analysts think this stock heads higher. So do I. Growth rates are huge, the valuation is reasonable, and the chart looks good. Imperva (IMPV)There is a lot of noise surrounding Imperva (NASDAQ:IMPV) right now. But, I think that if you zoom out and look at the big picture, this is a cybersecurity company heading in the right direction. IMPV stock got slammed recently because of mixed quarterly numbers that included a big-cut to the full-year guide. The rationale behind the down-guide was that Imperva is transitioning to a subscription model, and that is adversely affecting revenue and profits in the near-term.Longer-term, though, this is the right move. We are entering the subscription economy era. Moreover, Imperva operates in a rapid growth area of cybersecurity (hybrid cloud), and that gives them exposure to huge tailwinds over the next several quarters. * 7 Bank Stocks to Leave in the Vault Meanwhile, the valuation on IMPV stock is reasonable at only 4.5X sales. Thus, in a big picture, I think IMPV stock is headed in the right direction. But, IMPV won't be a big winner overnight, so expect some choppiness while Imperva's financials take a near-term hit from the subscription shift. CyberArk (CYBR)Much like Proofpoint, CyberArk (NASDAQ:CYBR) is a cybersecurity company characterized by small scale but big growth.Source: Shutterstock CyberArk is even smaller than Proofpoint (just a $2 billion market cap). But, growth is really big. Last quarter, revenues rose 34% year-over-year, and deferred revenue rose by more than 40%.Also much like PFPT, CYBR stock has been a big winner due to its big growth. Over the past year, CYBR stock is up 103%.Analysts think this run will continue, albeit at a much slower rate. That seems reasonable to me. This stock is slightly more expensive than PFPT, but growing at a slower rate, so if you are searching for growth in the cybersecurity space, I'd pick PFPT over CYBR. Cisco (CSCO)One of the bigger companies on this list, Cisco (NASDAQ:CSCO), is much more than just a cybersecurity company. But, a big part of this company's turnaround narrative is centered on cybersecurity.Source: Shutterstock That part of the Cisco narrative is doing well, and is powering improved financial results. After its 30 climb this year, Cisco may be starting to level off. Moreover, laps are going to get tougher going forward, so slowing revenue growth is a risk this company is looking at it in the near- to medium-term future. * 7 Stocks to Buy for Monster Growth That being said, CSCO stock is pretty cheap at just 16X forward earnings, and the chart looks pretty good.Big picture, CSCO stock has great, upside from here. It is a low-risk, low-volatility investment with a cheap valuation. But, it also lacks big-time growth drivers to unlock huge share price appreciation in the long-term. Carbonite (CARB)Although it is one of the smaller names on this list, Carbonite (NASDAQ:CARB) has one of the better growth narratives in all of cybersecurity.Source: Shutterstock This is a company that is positioning itself as a data protection company. Considering the volume of digital data is exploding higher right now on a global scale, data protection is the right niche to dominate over the next several years.Carbonite's numbers haven't been great as of late. Revenues were down year-over-year for the last quarter, but gross margins are trending higher. Operating margins, too. Net profits are growing by a whole bunch from a small base.The valuation, meanwhile, isn't all that bad at 4X trailing sales. The stock is down more than 70% over the past year, but it has a bunch of positive momentum right now. Qualys (QLYS)The next cybersecurity stock to watch over the next several years is Qualys (NASDAQ:QLYS).Source: Shutterstock The value prop of Qualys is getting enterprise customers to sign onto their platform, consolidate their security and compliance stacks, and cut IT spend. That is a pretty promising value prop, and a lot of customers are buying into it.Last quarter, revenues at Qualys rose more than 15%. Gross margins aren't soaring higher, but operating margins are moving higher as big revenue growth is driving opex leverage. * 7 Safe Stocks to Buy for Anxious Investors From a valuation perspective, this hyper-growth cybersecurity stock looks fully valued at over 13X trailing sales. That is about as big as it gets in this industry, but Qualys isn't the biggest grower. Thus, going forward, valuation will likely weigh on share price performance. Symantec (SYMC)Of all the stocks on this list, Symantec (NASDAQ:SYMC) is the one that has been struggling the most.Source: Shutterstock SYMC stock is down more than 16% over the past year, mostly thanks to slowing revenue growth, which just turned negative. Considering competition in this space is only intensifying, it is discouraging to see revenue growth already dip into negative territory.That being said, SYMC stock is about as cheap as it gets in this sector. The stock trades at 2.5X trailing sales and 13X forward earnings. Those are pretty cheap multiples for exposure to cyber defense.If the growth trajectory for this company improves, SYMC stock could soar higher. Until then, though, SYMC stock will remain weak. There simply isn't much demand for zero-growth cyber defense stocks. Akamai (AKAM)One cybersecurity stock with a very attractive and multi-faceted growth narrative is Akamai (NASDAQ:AKAM).Source: Shutterstock The Akamai growth narrative is really quite broad. On one end, the company's fastest-growing segment is its Cloud Security solutions. Revenues in this segment are consistently growing around 25% to 35% year-over-year each quarter, and momentum is strong due to the security portfolio including new products.On the other end, Akamai provides solutions that enable the shift from linear content to internet content. This shift is only gaining momentum, and as such, Akamai's growth narrative and numbers are only getting better. * 7 High-Yield REITs to Buy (Even When the Market Tanks) Valuation is a concern for this stock. But, the fundamentals are pretty good. Thus, while I don't think AKAM stock has another 20%-plus upside in its tank over the next 12 months, I do see this stock heading higher in a multi-year window. Splunk (SPLK)Another high-growth name in this space is Splunk (NASDAQ:SPLK).Source: Web Summit Via FlickrSplunk essentially operates in the world of turning data into actionable insights. This is a good place to be. It puts Splunk at the heart of a $55 billion addressable market. Revenues currently sit around $1.3 billion on a trailing 12 month basis, so there is clearly a long runway for big growth.But, revenue growth has been consistently slowing at SPLK. The valuation, however, has not compressed. That is a worrisome combination, and likely at the heart of its 17% drop in May. With revenue growth last quarter under 40%, and the price-to-sales multiple above 10X, this stock looks unnecessarily risky here and now.Analysts have been moving to the sidelines on this name, and insiders are selling a bunch, so now might be the time to heed the warning signs. F5 Networks (FFIV)F5 Networks (NASDAQ:FFIV) has fallen upon hard times. But, that could change soon.Source: Shutterstock Over the past year, the stock is down 22% and the forward-earnings-multiple on FFIV stock remains below 20.The valuation is attractive, but it is on top of what is projected as sub-10% earnings growth over the next several years. A 20X multiple for less than 10% growth isn't all the great, especially considering the market is trading at a lower multiple (17X) for bigger growth (16.5%). * 7 Strong Buy Stocks With Over 20% Upside Perhaps that is why most analysts have a price target on the stock that is below the current price tag. I think the analysts are right on this one. Cybersecurity tailwinds are strong, but there are better cybersecurity stocks on this list with more upside potential. Zscaler (ZS)Freshly public and relatively small, Zscaler (NASDAQ:ZS) is one of the most exciting and risky cybersecurity stocks on this list.Source: Shutterstock Zscaler went public at $16-per-share in March 2018. The IPO was a huge success. ZS stock doubled in its first day of trading, closing at $33. The momentum hasn't really stopped. Today, ZS stock is around $70.The hype makes sense. Zscaler is a cloud security company with nearly 3,000 customers, a huge international presence, 50%-plus revenue growth and 80%-plus gross margins. The company is disrupting a huge, nearly $20 billion cloud and mobility market, and revenues last year were just $126 million.Thus, the long-term growth narrative supporting ZS stock is quite promising. But, this is nearly a $5 billion company that is expected to do under $200 million in sales this year, so the stock is trading at a rather huge 25X-plus sales multiple. That isn't a risk-off investment. As such, ZS is the high-risk, high-reward name in this cybersecurity bunch.As of this writing, Luke Lango was long HACK, PANW, FTNT and PFPT. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Hot Stocks Leading the Market's Blitz Higher * 7 Strong Buy Stocks With Over 20% Upside * 5 Growthy Stocks Trading Below 15X Earnings Compare Brokers The post 15 Cybersecurity Stocks to Watch as the Industry Heats Up appeared first on InvestorPlace.