新锐崛起，Facebook暴跌：今年网安企业IPO最火

今天我想谈谈两只个股，头一个是Tenable网络安全公司，它也是今年第三家上市的网络安全公司。这家公司位于马里兰州的哥伦比亚，它的软件能帮助企业网络抵御黑客袭击。在它之前，今年3月和5月分别IPO的两家网安公司Zscaler和Carbon Black的股票也同样表现抢眼。Tenable的表现更是有过之而不及，交易首日便突破30美元每股，市值上涨近三分之一，几乎好得不能再好了。

确实，网络安全市场目前还有没有任何停滞的迹象。Tenable公司CEO阿米特·尤兰也对CNBC财经频道表示：“只要网络安全还是我们这个时代的一个基本问题，我们相信，市场对我们的服务就会有很大胃口，因为我们理解你们的风险点和漏洞是什么。”虽然尤兰此言有些王婆卖瓜的意味，但这番话也并非空口无凭。

反过来再看看Facebook。就在Tenable公司IPO的前一天，Facebook的股票市值出现大幅下跌。7月底Facebook发布的财报显示，该公司的用户和收入增长放缓，可以预见，其增长形势并不乐观。受惊的股民一股脑地抛掉了1000多亿美元的Facebook股票。随之而来股价的大跳水，使得Facebook今年以来在股市上的所有收益都打了水漂。

随着假新闻、“卖数据”等丑闻持续发酵，加之欧洲通用数据保护条例的出台，这一年对于扎克伯格和他的Facebook公司来说并不好过。在笔者看来，无论Tenable的高歌猛进，还是Facebook的灰头土脸，都说明网络安全和网络隐私问题已经成为消费者考量一家企业的重要指标。两家公司股票走势的南辕北辙，也说明了企业绝不能继续忽视数据保护问题。那些“打碎盆盆罐罐”快速谋发展的企业，现在必须弯下身子，把他们打碎的东西从地上重新捡起来。

Facebook和Tenable的股市表现，对于接下来等着IPO的CrowdStrike、 Tanium和Cylance等几家网络安全公司来说无疑是个好事，他们的IPO都备受股民期待。随着一些大公司相继在数据安全问题上惹出麻烦，股民对数据保护公司的热情也是水涨船高。市场这只“看不见的手”就这样再次发挥了作用。（财富中文网）

译者：朴成奎

Today, I share a tale of two stocks. First, there’s Tenable Network Security ($TENB), the third cybersecurity firm to go public this year. This Columbia, Md.-based company, whose software helps defend corporate networks from digital attacks, follows Zscaler’s terrific market debut in March and Carbon Black’s equally admirable coming out party in May. Like its predecessors, which popped upon their introductions, Tenable made a stunning entrée on its first day of trading: shares surged by nearly a third to just above $30 per share on Thursday. One couldn’t hope for a better reception.

Indeed, the cybersecurity market rally shows no signs of flagging. As Tenable CEO Amit Yoran told CNBC, “As long as cybersecurity remains one of the foundational issues of our time, we believe that there will continue to be tremendous appetite in the market for understanding what your risk and exposure looks like.” There’s something to Yoran’s conviction, even if he is simply talking his own book.

Now, the counterpoint: the collapse of Facebook’s market value just a day prior to Tenable’s IPO. The media titan issued a weak earnings report on end of July, revealing slowed user and revenue growth and warning of chilled expectations for the foreseeable future. Investors, spooked, fled, wiping well over $100 billion off the company’s market cap. The ensuing nosedive erased all of the stock’s gains year-to-date.

What with fake news, the Cambridge Analytica scandal, GDPR—you name it—it’s been a rough year for Zuckerberg & Co. To this columnist’s eye, Facebook’s travails and Tenable’s triumph serve to remind that cybersecurity, and its close cousin privacy, are gaining in the estimation of consumers. The trajectory of these two stocks—one soaring, the other spiraling—demonstrates how businesses cannot ignore data protection without repercussions any longer. Those who have moved fast and broken things must stoop now to pick smashed pieces off the floor.

These market trends are good news for cybersecurity firms gearing up for the next highly anticipated IPOs: CrowdStrike, Tanium, and Cylance, among them. Investors’ enthusiasm for data-protecting businesses seems to swell even as the wrath loosed on companies that foul up amplifies. Mark the markets’ invisible hand, for it gestures.