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S/W Infra Tech Stock - BUY The Dip!

Market Summary:

The major indices are all trading lower following an active and bearish morning session on Wall Street, with the tech sector and the Treasury market in focus yet again. Shares of Apple (AAPL) took another hit this morning on reports that the firm’s sales in China dropped by over 20% this year amid fierce competition from local giant Huawei, which, together with Tesla’s (TSLA) and Microsoft's (MSFT) plunge, put pressure on the Nasdaq and the broader market. The slightly weaker-than-expected ISM services PMI added to this morning’s turmoil and since the survey also indicated increased price pressures in the sector, the Fed might have to choose between fighting inflation and avoiding an economic slowdown.  

StockBuzzNow  Buy The Dip!
StockBuzzNow Buy The Dip!

S/W Infra Tech Stock (Buy The Dip):

It is a global cybersecurity leader delivering a vast array of sophisticated solutions to combat cyber threats. With a comprehensive suite of products and services, the company caters to a diverse clientele, including enterprises, service providers, and government entities, ensuring robust protection in an increasingly digital world.

Financial Snapshot

  • Q2 2024 gross profit ratio of 0.761, showcasing significant revenue retention post-costs.

  • Free cash flow of $654.8 million in Q2 2024, demonstrating solid financial health.

  • PE ratio TTM of 46.22, indicating investor confidence in future earnings growth.

Products Summary

  • Advanced firewall appliances and software with Panorama management.

  • Comprehensive subscription services for threat prevention and data protection.

  • Professional, education, and support services to enhance cybersecurity measures.

Why we like it now?

  • The stock has experienced a significant decline following its recent earnings, creating a buy opportunity for patient investors.

  • The company has increased its focus on platformization and consolidation, aiming to displace legacy and independent vendors in the cybersecurity market.

  • Revenue of $1.975 billion in Q2 2024, indicates a strong demand for cybersecurity solutions.

  • Net income ratio of 0.884 in Q2 2024, reflects efficient operations and profitability.

  • Continued investment in R&D, with $447.9 million spent in Q2 2024 will drive innovation.

Risk Meter:

Allocation Guidelines:

  • We don't recommend over investing in any stock. Consider starting with a small amount, say 2-3% of your portfolio's overall value, and add a little at a time.

  • You could invest as low as $200-$500 on a pick, and even buy just 1 or 2 shares, if you are new to investing, low on cash or just prefer going slow.

  • For best results, have an intention to hold your position for at least 2 - 3 years in general. However, you can always lock profits sooner if you prefer as every investor has a unique portfolio and different goals.

  • Consider investing in our multiple stock picks (the more the better).

  • The most successful members look to mirror our portfolio as much as possible.

  • Besides the new stock pick, you may also consider diversifying amongst some of the earlier picks from our market crushing portfolio.

  • Be patient and don't allow daily market swings to unnerve you. Remember, we have a pristine track record over last 10 years, so Buzz with confidence and patience.

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