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Globe and Mail
2 days ago
- Business
- Globe and Mail
5 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
Security has become mission-critical to companies in an increasingly digital and technology-driven world. The consequences of failure are costly. An annual report by International Business Machines estimates that the typical breach can cost companies $4.9 million in damages. Therefore, it should come as no surprise that cybersecurity is a hot topic in the stock market. Research from Roots Analysis estimates that the global cybersecurity market will grow from $215 billion last year to $697 billion by 2035, representing an 11.3% annualized growth rate over the next decade. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » But don't look to the antivirus programs your parents used on their computers in the late 1990s. Today, a new crop of next-generation security companies is taking over the field. Here are five cybersecurity stocks to consider buying and holding for the next decade. 1. Palo Alto Networks A highly connected world creates security vulnerabilities. That's where Palo Alto Networks (NASDAQ: PANW) comes in. The company specializes in firewall technology, which acts like a security guard on a network, monitoring what is trying to get in, and stopping suspicious actors. The company has expanded into cloud security and integrated artificial intelligence (AI), a common theme on this list, to improve its protection. It is one of the largest dedicated cybersecurity companies and is driving growth by transitioning its business model from selling specific solutions tailored to individual customer needs to a platform strategy. Analysts estimate that Palo Alto Networks will continue to grow its earnings by an average of 20% annually over the long term, as spending across the broader security market increases. 2. CrowdStrike Holdings It's hard to discuss cutting-edge security without including CrowdStrike Holdings (NASDAQ: CRWD). The company has garnered recognition for its endpoint security, which protects connected devices (endpoints) in a network, such as laptops or smart devices. It has expanded to become a comprehensive security platform with enhanced capabilities, sold to customers as product modules. Cross-selling has driven staggering growth for CrowdStrike. Today, nearly a quarter of its customers use at least eight product modules. And with just $4.4 billion in annual recurring revenue, there is still ample room for growth. The company's success has fetched a lofty price-to-sales ratio (P/S) of 28, but it could be worth nibbling on and adding more aggressively on dips. CrowdStrike is on its way to becoming a substantial business. 3. Cloudflare The internet runs on massive content delivery networks (CDN), and Cloudflare (NYSE: NET) is one of the largest. Beyond powering the internet, it helps secure it by mitigating distributed denial-of-service (DDoS) threats, a type of cyberattack where malicious traffic floods a site, slowing it or crashing it altogether. The company has over 250,000 paying customers, and its network is a great distribution tool for products and services. Its global CDN coverage also makes it a player in edge computing, where companies bring computing resources out of centralized cloud centers to localized locations to improve performance and speed. Think upcoming opportunities like autonomous vehicles and robotics, where secure, fast connections will be crucial for the technology to work at scale. 4. SentinelOne Security technology often flags potential threats that a human analyst then reviews and assesses. SentinelOne (NYSE: S) uses AI to detect and deter cyberthreats autonomously. As a direct competitor to CrowdStrike, it also specializes in endpoint security and has received praise for its high-level technology capabilities. SentinelOne is smaller than its archrival and isn't yet profitable. However, it benefits from the same big-picture growth trends as the others on this list, and its P/S of 6.7 makes it arguably the bargain among this group. Sometimes, you don't need to be the biggest to be successful. The stock could have tremendous long-term upside from here. 5. Microsoft Cybersecurity isn't among the things investors associate with Microsoft (NASDAQ: MSFT), but make no mistake, the technology giant is a colossal presence in the industry. It builds security products and services into its Windows operating software, protecting millions of Windows computers and devices worldwide. Microsoft is involved with various technology end markets, so this is far more than a cybersecurity investment. The company's exposure to AI, cloud computing, and enterprise software -- as well as Windows and Microsoft 365 productivity software -- makes it a well-rounded bet on the broader technology sector. That's worth holding as an anchor for a growth-focused portfolio. Should you invest $1,000 in Palo Alto Networks right now? Before you buy stock in Palo Alto Networks, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palo Alto Networks wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor 's total average return is999% — a market-crushing outperformance compared to173%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cloudflare, CrowdStrike, International Business Machines, and Microsoft. The Motley Fool recommends Palo Alto Networks and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Fashion Value Chain
20-05-2025
- Business
- Fashion Value Chain
Sustainable Fashion: A Personal Reflection on Why It Matters More Than Ever
I used to think fashion was just about trends — the latest sneakers, the 'it' jacket of the season, or whatever influencers were wearing on Instagram. But over the last few years, that view has changed drastically. Maybe it's because I started noticing just how much clothing waste ends up in landfills or because I've seen documentaries that pulled back the curtain on the fast fashion industry. Either way, I can't ignore it anymore: the fashion industry has a serious sustainability problem. Sustainable fashion isn't just a buzzword — it's become a necessity. The truth hit home for me recently when I came across a report by Roots Analysis. They projected that the sustainable fashion market size is expected to grow from USD 8.04 billion in 2024 to USD 58.03 billion by 2035, with a compound annual growth rate (CAGR) of 19.68%. That kind of growth isn't just numbers on a page — it reflects a real shift in consumer consciousness, and it's long overdue. Let's be honest — fast fashion has trained us to see clothes as disposable. I used to buy cheap shirts knowing they'd only last a season. The cost was low, so the impact didn't feel significant. But those habits come at a price: synthetic fabrics that don't break down, exploitative labor practices, and a carbon footprint that rivals some of the dirtiest industries on the planet. When I started exploring sustainable alternatives, I'll admit — I was skeptical. It felt expensive, inaccessible, and maybe even a little pretentious. But slowly, I realized that sustainability doesn't mean perfection. It means being more thoughtful about how we shop, what we buy, and how we dispose of our clothes. Sustainable fashion shows up in different ways. It could be a local brand using organic cotton and natural dyes, a resale platform giving clothes a second life, or a company investing in circular fashion systems — where garments are designed to be reused, repaired, or recycled from the start. Even thrift shopping counts, and honestly, that's where I found some of my favorite pieces. But here's where it gets personal. Choosing to support sustainable fashion changed the way I feel about my wardrobe. I used to chase trends and still feel like I had nothing to wear. Now, I focus on quality over quantity. Every piece I own has a story, and I've built a deeper connection with the things I wear. It feels good knowing that I'm contributing — even in a small way — to a healthier planet and fairer labor practices. The exciting part? We're not alone in this. That Roots Analysis report made me realize we're on the cusp of something big. That massive projected growth means consumers are demanding better, and brands are starting to respond. It's a ripple effect — and the more of us that make conscious choices, the bigger the wave becomes. To be clear, I'm not saying everyone needs to go out and buy $200 organic denim. Sustainability isn't about guilt or perfection. It's about progress — washing our clothes less, choosing secondhand when possible, supporting ethical brands, and just slowing down the constant need for more. In the end, fashion should be about expression, not exploitation. And now more than ever, we have the power to shift the narrative.
Globe and Mail
12-04-2025
- Business
- Globe and Mail
Where Will Palantir Technologies Stock Be in 10 Years?
Palantir Technologies (NASDAQ: PLTR) went public in September 2020, and shares of the software platforms and data analytics provider have jumped an impressive 714% since then as of this writing, though it is worth noting that almost all of the stock's gains have arrived in the past couple of years following the launch of its artificial intelligence (AI) software platform in April 2023. However, Palantir stock has dropped considerably in the past month or so. The stock shot up remarkably when 2025 began, but it has dropped 38% from the 52-week high it hit on Feb. 18. Palantir's recent slide is because of factors outside of the company's control. The broader stock market negativity triggered by the tariff-induced global trade war has led investors to press the panic button. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » The tech-laden Nasdaq Composite index has dropped more than 20% in 2025 (as of this writing). Fears of an economic slowdown and a potential recession have led investors to book profits in stocks that delivered outstanding gains in the past couple of years, and Palantir is one of them. However, the software specialist's sharp pullback of late could entice growth-oriented investors into buying the stock, considering the potential upside it could deliver over the next decade. Let's take a closer look at the catalysts that should act as tailwinds for Palantir over the next 10 years. Booming demand for AI software can help Palantir zoom higher Palantir's growth trajectory has started improving since the launch of its Artificial Intelligence Platform (AIP) a couple of years ago. The company launched AIP for both commercial and government customers with the aim of helping them build and deploy AI applications tailored to their operations. This platform has gained immense traction thanks to the productivity gains that AIP customers have been achieving, leading to outstanding growth in Palantir's customer base, as well as spending by existing customers. Specifically, Palantir registered a 43% year-over-year increase in its customer count in the fourth quarter of 2024. Even better, it witnessed an increase in the number of customers signing bigger deals with the company. For example, the number of deals worth $1 million or more signed by Palantir last quarter increased by 25% from the year-ago period. Meanwhile, the increase in the number of $5 million-plus deals was bigger at 57% on a year-over-year basis. These numbers make it clear that Palantir is winning big from the rapid adoption of AI software, a market that's expected to grow at an incredible pace over the next decade. Market research provider Roots Analysis expects the AI software market to generate a whopping $5.2 trillion in annual revenue in 2035, suggesting that Palantir is scratching the surface of a massive end-market opportunity that could help it sustain terrific growth levels over the next decade. It is worth noting that Palantir has been ranked as the top vendor of AI software platforms by multiple third-party market research agencies such as IDC, Forrester, and others. This explains why customers have been flocking to Palantir's AIP, as the platform has been able to deliver cost and efficiency gains. The company reported a solid year-over-year increase of 56% in its total contract value in Q4 2024 to $1.8 billion. This led to a big jump in Palantir's revenue pipeline. The company posted a 40% year-over-year increase in its remaining deal value (RDV) in Q4 to an impressive $5.4 billion. The metric refers to the total remaining value of contracts that Palantir has to fulfill at the end of a period. The growth in Palantir's RDV was higher than the 36% revenue growth the company clocked during the quarter. So, Palantir is setting itself up for much stronger growth in the future. The company should benefit from the addition of more customers, as well as the increased spending by existing customers on its offerings. These factors are contributing toward positive unit economics for Palantir, allowing the company to record much faster growth in earnings as compared to revenue. Unit economics is a measure of a company's profitability, helping us understand how much money it is making from each customer. Given that Palantir has been able to sign expanded deals with existing customers, a trend that could continue in the future thanks to the proliferation of AI, its margin profile could continue improving. The following chart clearly indicates that Palantir's margins have improved considerably in the past couple of years, and there is still more room for growth on this front. PLTR Operating Margin (TTM) data by YCharts Should valuation be a concern right now? Palantir's expensive valuation is a key reason why investors have been booking profits in this stock. After all, stocks trading at a premium valuation are at a higher risk during sell-offs since they are deemed riskier when compared to value stocks. The bad news is that Palantir is still trading at 66 times sales and 145 times forward earnings despite pulling back significantly of late. So, it won't be surprising to see this AI stock pulling back further thanks to the negative sentiment that's affecting global stock markets right now. However, if Palantir stock continues to slide further and becomes available at a much cheaper valuation, it would be worth buying, considering the huge addressable opportunity available in the AI software market over the next 10 years. What's worth noting is that Palantir has started growing at a faster pace than the rate at which the global AI software market is expected to grow over the next decade. Roots Analysis is forecasting a compound annual growth rate of almost 31% for the generative AI software market through 2035. Palantir's revenue growth of 36% was much faster than that, while the improvement in its RPO was even better. There is a good chance that Palantir will be able to sustain healthy growth levels over the next decade in light of the productivity gains that AIP is delivering to customers. So, savvy investors would do well to keep an eye on Palantir stock and consider accumulating it if it falls further since it could turn out to be a solid investment over the next decade. Should you invest $1,000 in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $495,226!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $679,900!* Now, it's worth noting Stock Advisor 's total average return is796% — a market-crushing outperformance compared to155%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of April 10, 2025
Yahoo
12-04-2025
- Business
- Yahoo
Where Will Palantir Technologies Stock Be in 10 Years?
Palantir Technologies (NASDAQ: PLTR) went public in September 2020, and shares of the software platforms and data analytics provider have jumped an impressive 714% since then as of this writing, though it is worth noting that almost all of the stock's gains have arrived in the past couple of years following the launch of its artificial intelligence (AI) software platform in April 2023. However, Palantir stock has dropped considerably in the past month or so. The stock shot up remarkably when 2025 began, but it has dropped 38% from the 52-week high it hit on Feb. 18. Palantir's recent slide is because of factors outside of the company's control. The broader stock market negativity triggered by the tariff-induced global trade war has led investors to press the panic button. The tech-laden Nasdaq Composite index has dropped more than 20% in 2025 (as of this writing). Fears of an economic slowdown and a potential recession have led investors to book profits in stocks that delivered outstanding gains in the past couple of years, and Palantir is one of them. However, the software specialist's sharp pullback of late could entice growth-oriented investors into buying the stock, considering the potential upside it could deliver over the next decade. Let's take a closer look at the catalysts that should act as tailwinds for Palantir over the next 10 years. Palantir's growth trajectory has started improving since the launch of its Artificial Intelligence Platform (AIP) a couple of years ago. The company launched AIP for both commercial and government customers with the aim of helping them build and deploy AI applications tailored to their operations. This platform has gained immense traction thanks to the productivity gains that AIP customers have been achieving, leading to outstanding growth in Palantir's customer base, as well as spending by existing customers. Specifically, Palantir registered a 43% year-over-year increase in its customer count in the fourth quarter of 2024. Even better, it witnessed an increase in the number of customers signing bigger deals with the company. For example, the number of deals worth $1 million or more signed by Palantir last quarter increased by 25% from the year-ago period. Meanwhile, the increase in the number of $5 million-plus deals was bigger at 57% on a year-over-year basis. These numbers make it clear that Palantir is winning big from the rapid adoption of AI software, a market that's expected to grow at an incredible pace over the next decade. Market research provider Roots Analysis expects the AI software market to generate a whopping $5.2 trillion in annual revenue in 2035, suggesting that Palantir is scratching the surface of a massive end-market opportunity that could help it sustain terrific growth levels over the next decade. It is worth noting that Palantir has been ranked as the top vendor of AI software platforms by multiple third-party market research agencies such as IDC, Forrester, and others. This explains why customers have been flocking to Palantir's AIP, as the platform has been able to deliver cost and efficiency gains. The company reported a solid year-over-year increase of 56% in its total contract value in Q4 2024 to $1.8 billion. This led to a big jump in Palantir's revenue pipeline. The company posted a 40% year-over-year increase in its remaining deal value (RDV) in Q4 to an impressive $5.4 billion. The metric refers to the total remaining value of contracts that Palantir has to fulfill at the end of a period. The growth in Palantir's RDV was higher than the 36% revenue growth the company clocked during the quarter. So, Palantir is setting itself up for much stronger growth in the future. The company should benefit from the addition of more customers, as well as the increased spending by existing customers on its offerings. These factors are contributing toward positive unit economics for Palantir, allowing the company to record much faster growth in earnings as compared to revenue. Unit economics is a measure of a company's profitability, helping us understand how much money it is making from each customer. Given that Palantir has been able to sign expanded deals with existing customers, a trend that could continue in the future thanks to the proliferation of AI, its margin profile could continue improving. The following chart clearly indicates that Palantir's margins have improved considerably in the past couple of years, and there is still more room for growth on this front. Palantir's expensive valuation is a key reason why investors have been booking profits in this stock. After all, stocks trading at a premium valuation are at a higher risk during sell-offs since they are deemed riskier when compared to value stocks. The bad news is that Palantir is still trading at 66 times sales and 145 times forward earnings despite pulling back significantly of late. So, it won't be surprising to see this AI stock pulling back further thanks to the negative sentiment that's affecting global stock markets right now. However, if Palantir stock continues to slide further and becomes available at a much cheaper valuation, it would be worth buying, considering the huge addressable opportunity available in the AI software market over the next 10 years. What's worth noting is that Palantir has started growing at a faster pace than the rate at which the global AI software market is expected to grow over the next decade. Roots Analysis is forecasting a compound annual growth rate of almost 31% for the generative AI software market through 2035. Palantir's revenue growth of 36% was much faster than that, while the improvement in its RPO was even better. There is a good chance that Palantir will be able to sustain healthy growth levels over the next decade in light of the productivity gains that AIP is delivering to customers. So, savvy investors would do well to keep an eye on Palantir stock and consider accumulating it if it falls further since it could turn out to be a solid investment over the next decade. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $495,226!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $679,900!* Now, it's worth noting Stock Advisor's total average return is 796% — a market-crushing outperformance compared to 155% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 5, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Where Will Palantir Technologies Stock Be in 10 Years? was originally published by The Motley Fool
