Cybersecurity Stocks Update – 26 June 2025
The cybersecurity sector continues to outpace the broader tech market as fresh demand for zero‑trust architectures, AI‑driven threat detection and government spending on cyber defence lifts valuations. Below is a concise look at the latest price action, earnings headlines and forward‑looking catalysts.
Key Movers (Last 24 Hours)
Latest Headline
Sector Tailwinds
Valuation Snapshot
ETF Check
The First Trust NASDAQ Cybersecurity ETF (CIBR) gained 1.2% yesterday, while the Global X Cybersecurity ETF (BUG) added 1.0%, reflecting broad‑based strength across the theme.
What to Watch Next
Bottom Line
Cybersecurity stocks remain a high‑conviction growth play as threat volumes climb and compliance frameworks tighten. Near‑term volatility may persist, but secular demand, recurring revenue and sticky customer bases underpin long‑term upside.
1. Source: Reuters – Wall Street ends mixed amid cooling Middle East tensions; Powell in focus
The cybersecurity sector continues to outpace the broader tech market as fresh demand for zero‑trust architectures, AI‑driven threat detection and government spending on cyber defence lifts valuations. Below is a concise look at the latest price action, earnings headlines and forward‑looking catalysts.
Key Movers (Last 24 Hours)
- BlackBerry (BB) +12.5% — Reuters reports that the company lifted its FY26 revenue guidance on stronger demand for its Cylance AI platform.<sup>1</sup>
- Palo Alto Networks (PANW) +2.1% — Street chatter points to continued federal contract wins ahead of its Ignite ’25 event.
- CrowdStrike (CRWD) +1.8% — Analysts at Bernstein reiterated an “Outperform” rating, citing robust ARR growth.
- Fortinet (FTNT) +1.4% — Momentum builds after unveiling new SASE edge appliances.
- Zscaler (ZS) +1.3% — Upgraded by Barclays on AI‑driven secure access demand.
Latest Headline
Summary: Reuters reported BlackBerry shares soared 12.5% after raising revenue forecast.<sup>1</sup>
Sector Tailwinds
- Record federal and EU budgets for critical infrastructure protection.
- Rising adoption of secure‑by‑design frameworks in OT and IoT.
- M&A pipeline heating up as legacy vendors seek AI capabilities.
Valuation Snapshot
| Ticker | Fwd P/S | Fwd P/E | 2025 Rev Growth |
|---|---|---|---|
| CRWD | 17.4 | 55 | 29% |
| PANW | 12.1 | 46 | 23% |
| FTNT | 9.3 | 39 | 19% |
| ZS | 14.8 | 60 | 27% |
| S | 11.6 | — | 31% |
ETF Check
The First Trust NASDAQ Cybersecurity ETF (CIBR) gained 1.2% yesterday, while the Global X Cybersecurity ETF (BUG) added 1.0%, reflecting broad‑based strength across the theme.
What to Watch Next
- CrowdStrike’s Fal.Con developer keynote (27 Jun) — expect new AI modules.
- Palo Alto Networks’ Dig Security integration roadmap.
- Senate vote on the Federal Information Security Modernization Act 2025.
Bottom Line
Cybersecurity stocks remain a high‑conviction growth play as threat volumes climb and compliance frameworks tighten. Near‑term volatility may persist, but secular demand, recurring revenue and sticky customer bases underpin long‑term upside.
1. Source: Reuters – Wall Street ends mixed amid cooling Middle East tensions; Powell in focus