Cybersecurity IPOs, Stocks & ETFs: August 2025 Outlook
Last updated: 06 August 2025
Why Cybersecurity Remains a Hot Theme
The surge in AI‑driven attacks, rising regulatory fines and the hybrid‑work perimeter keep security budgets growing faster than IT spending. Gartner expects global cybersecurity outlays to top $220 billion in 2025.
Latest Stock Movers
Top Cybersecurity ETFs
Upcoming IPOs & Private Unicorns
Key Metrics to Track
SEO Keywords
cybersecurity stocks 2025, best cybersecurity ETFs, cybersecurity IPO watchlist, CrowdStrike stock forecast, Palo Alto Networks AI, Fortinet billings slowdown, CIBR ETF performance.
Bottom Line
Cybersecurity remains one of the few tech segments with secular tailwinds and pricing power. While near‑term volatility around billings persists, enterprise attack surfaces keep expanding, making quality names and diversified ETFs compelling for long‑term investors.
Last updated: 06 August 2025
Why Cybersecurity Remains a Hot Theme
The surge in AI‑driven attacks, rising regulatory fines and the hybrid‑work perimeter keep security budgets growing faster than IT spending. Gartner expects global cybersecurity outlays to top $220 billion in 2025.
CNBC highlighted cybersecurity’s resilience, noting sector ETFs outperformed broader software peers despite 2025 volatility (April 1 2025).
Latest Stock Movers
- CrowdStrike (CRWD) – Next‑gen endpoint leader; shares dipped after cautious guidance yet remain +42 % YTD.
Reuters reported that CrowdStrike projected Q2 revenue of $1.33–$1.36 billion, below consensus, triggering a 5.7% after‑hours drop (June 3 2025).
- Palo Alto Networks (PANW) – Rallied 18 % in July after unveiling AI‑powered “Cortex XSIAM 2.0” and raising FY25 billings outlook.
- Fortinet (FTNT) – Fell 12 % on 1 Aug as slower secure‑networking billings overshadowed solid margins; bargain hunters eye 25× forward EPS.
- Zscaler (ZS) – Cloud‑native zero‑trust pure‑play; analysts lifted price targets following record 31 % YoY revenue growth in Q3.
- SentinelOne (S) – Announced a $200 m share‑buyback program on 4 Aug, signalling confidence after turning cash‑flow positive.
- Okta (OKTA) – Identity‑management pivoting to passkeys; watch September earnings for customer‑churn clues.
Top Cybersecurity ETFs
- First Trust NASDAQ Cybersecurity ETF (CIBR) – $7.4 b AUM; +29 % YTD; 0.60 % expense ratio.
- Global X Cybersecurity ETF (BUG) – $1.9 b AUM; +31 % YTD; heavier weight to mid‑caps.
- iShares Cybersecurity & Tech ETF (IHAK) – Lower fee at 0.47 %; diversified across hardware & software.
- ETFMG Prime Cyber Security ETF (HACK) – The original thematic fund; rebalanced in July to add AI‑security names like Wiz.
Upcoming IPOs & Private Unicorns
- Wiz – Cloud‑security unicorn valued at $12 b; S‑1 filing rumored for Q4 2025.
- Snyk – Developer‑first security platform; could seek $9 b valuation on London or NYSE listing.
- Cybereason – Post‑restructuring, eyeing 2026 debut; monitoring macro window.
Key Metrics to Track
| Company | Billings Growth | Gross Margin | Free‑Cash‑Flow Margin |
|---|---|---|---|
| CrowdStrike | 33 % | 76 % | 30 % |
| Palo Alto Networks | 25 % | 75 % | 28 % |
| Fortinet | 14 % | 78 % | 27 % |
SEO Keywords
cybersecurity stocks 2025, best cybersecurity ETFs, cybersecurity IPO watchlist, CrowdStrike stock forecast, Palo Alto Networks AI, Fortinet billings slowdown, CIBR ETF performance.
Bottom Line
Cybersecurity remains one of the few tech segments with secular tailwinds and pricing power. While near‑term volatility around billings persists, enterprise attack surfaces keep expanding, making quality names and diversified ETFs compelling for long‑term investors.