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15 handpicked stocks

Cybersecurity's M&A Boom

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing value of specialized firms, creating potential opportunities among other companies in the AI-driven security and threat intelligence space.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at August 16

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

ACN

Accenture plc

ACN

Current price

$247.01

Global consulting giant that just completed its largest-ever cybersecurity acquisition with CyberCX, positioning itself as a major consolidator in the...

Global consulting giant that just completed its largest-ever cybersecurity acquisition with CyberCX, positioning itself as a major consolidator in the space.

PANW

Palo Alto Networks, Inc.

PANW

Current price

$177.09

Leading cybersecurity platform provider with comprehensive cloud-native security solutions, making it both a potential acquirer and valuable target.

CRWD

CrowdStrike Holdings, Inc.

CRWD

Current price

$427.90

AI-powered endpoint protection specialist with cloud-native architecture that represents the type of innovative technology driving M&A interest.

About This Group of Stocks

1

Our Expert Thinking

Accenture's record-breaking acquisition of CyberCX for over A$1 billion signals the start of a major consolidation wave in cybersecurity. Large technology and consulting firms are aggressively acquiring specialised cybersecurity companies to rapidly gain market share, talent, and advanced capabilities in this high-growth sector.

2

What You Need to Know

This group focuses on companies operating in high-growth niches like AI-driven threat intelligence, cloud-native security, and identity management. These firms are becoming increasingly attractive targets for acquisition as demand for advanced security solutions soars globally, particularly in the Asia-Pacific region.

3

Why These Stocks

These companies were handpicked by professional analysts as both potential acquirers and attractive takeover targets that stand to benefit from the strategic shift in the cybersecurity landscape. The heightened M&A activity could unlock significant value as these specialised firms become prime candidates for acquisition.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+131.23%

Group Performance Snapshot

131.23%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 131.23% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Prime Takeover Targets

These specialised cybersecurity firms possess the exact AI-driven capabilities and regional expertise that global giants are aggressively acquiring. The next big deal could be just around the corner.

💰

Billion-Dollar Valuations

Accenture's A$1 billion CyberCX acquisition sets a new benchmark for cybersecurity valuations. Similar companies in this space could see their worth skyrocket as competition for talent and technology intensifies.

🚀

Consolidation Wave Starting

This landmark deal is likely just the beginning of a major consolidation trend. Early positioning in these companies could capture significant value as the M&A boom accelerates across the sector.

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