Cybersecurity Stocks: 2025 Research & Outlook
Market Landscape
Global cybersecurity spending is projected to exceed $215 billion by 2026 (IDC), with endpoint, cloud, and identity segments leading growth.
Analyst Spotlight
Top Segments & Leaders
Key Metrics to Watch
IPO Pipeline
Netskope, Cato Networks, and Rubrik are expected to file in H2 2025, potentially unlocking >$10 billion in new market cap.
Risks
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Sources: CNBC; IDC
Market Landscape
Global cybersecurity spending is projected to exceed $215 billion by 2026 (IDC), with endpoint, cloud, and identity segments leading growth.
Analyst Spotlight
(CNBC, July 21 2025).
Top Segments & Leaders
- Endpoint – CrowdStrike (CRWD), SentinelOne (S).
- Network/Firewall – Palo Alto Networks (PANW), Fortinet (FTNT).
- Identity – SailPoint (SAIL), Okta (OKTA).
- Cloud Security – Netskope (upcoming IPO), Zscaler (ZS).
Key Metrics to Watch
- Annual Recurring Revenue (ARR) growth >30%.
- Gross margin sustainability above 70%.
- Dollar-based net retention >120%.
IPO Pipeline
Netskope, Cato Networks, and Rubrik are expected to file in H2 2025, potentially unlocking >$10 billion in new market cap.
Risks
- Margin pressure from platform consolidation.
- Macro-driven IT budget cuts.
- Regulatory scrutiny on data sovereignty.
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Sources: CNBC; IDC