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Subsequent-Gen Firewalls, Brooks Rebrands & Digital Well being M&A

Final week our analysis staff hosted a webinar highlighting the newest M&A increase throughout robotics, healthcare tech, and AI. Tune into the recording right here. We additionally launched a full M&A report digging into these key tendencies, together with enterprise funding, a report delivery of unicorns, massive IPOs, and crucial acquisitions. Obtain the total report under. 

Please get pleasure from these insights from our analysis staff. 


THNQ: Sturdy Momentum with Subsequent-Gen Firewall at Palo Alto Networks

Palo Alto Networks, a THNQ index member, held an investor day and revised its long-term targets that exceeded analyst expectations. With shares up almost 30% previously 3 months, Palo Alto Networks is experiencing robust momentum of their next-generation firewall options as they’re anticipating income development within the vary of mid-20s and ARR development of 40%+ by means of FY’24. What’s driving this demand for his or her resolution is that cloud adoption and knowledge middle development has been unstoppable whereas safety incidents have gotten extra refined and malicious. 

Palo Alto has additionally advanced past next-generation firewalls to develop into a complete cybersecurity supplier, with options throughout the normal perimeter to hybrid/cloud safety incorporating synthetic intelligence capabilities. Its Cortex resolution is an AI-powered cloud-based platform that was constructed to stop and remedy safety points utilizing habits analytics. Administration indicated on the investor day that ~11K alerts/day typically takes 4 days to research and {that a} third of the alerts are ignored. Because the information of knowledge breaches ripples all through the {industry} on a weekly foundation, options from Palo Alto enable full transparency utilizing superior AI/ML to detect and reply to assaults utilizing end-to-end workflow automation. 

Gartner estimates public cloud spend rising to ~$300B in FY’24 up from $125B in FY’21, rising 25% Y/Y. Palo Alto is trying to seize the cloud safety market which represents ~6-7% of whole public cloud spend with its best-in-class cybersecurity options. 


ROBO: Brooks Rebrands as Azenta Life Sciences

After formally divesting their semiconductor tools phase final week to Thomas H. Lee Companions for $3B (19x trailing EBITDA), Brooks Life Sciences has rebranded as Azenta Life Sciences. A high performer within the ROBO Index, Brooks is up over 650% over the previous 5 years, and up 58% YTD with robust income development and {industry} tailwinds. 

Brooks Automation initially started as one of many pioneers within the semiconductor fab manufacturing enterprise, increasing into life sciences over the previous decade. The latter rapidly grew to become the quicker rising phase, taking part in into the cell and gene enhancing, mRNA, and precision drugs areas by providing industry-leading lab course of automation tools for essentially the most demanding, clear environments. This portfolio of options consists of automated cold-storage and repository options for a whole lot of thousands and thousands of samples globally, genomic and knowledge companies, consumables, and proprietary devices. 

As an unbiased entity solely centered on the life sciences now, we imagine Azenta, with over $2.5B in money anticipated on the steadiness sheet and rising margins, will additional make investments internally and thru acquisitions as a distinguished participant within the life sciences course of automation house. Demand for his or her options will proceed to develop, with a horny 20% natural development price.


HTEC: Ongoing Digitization Driving Well being Tech M&A

Innovation in molecular science, knowledge analytics, and enabling expertise is admittedly taking off, and corporations are racing to lock of their place to capitalize on new and rising markets. The important thing theme is the convergence of digital expertise and medical diagnostics for early analysis and prevention.

For HTEC, there have been 73 offers (accomplished and pending) price $50.1B made by index members as of September 1, 2021, on observe to surpass full-year 2020’s whole of 93 offers valued at $66.7B which had vastly overtaken HTEC index Members 59 offers in 2019 totaling $16.8B. We anticipate to see much more funding and M&A within the subsequent few years as healthcare additional adopts AI and different expertise options that enhance healthcare outcomes and cut back doctor burnout.

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