2025 Cybersecurity IPO Outlook
Key Takeaways
- Cloud-security leader Wiz appoints new executives and targets a U.S. IPO within 12 months.
- Industrial‑OT specialist Claroty gears up for a potential 2025 listing valued at $3.5 billion.
- Other names on investors’ radar: Arctic Wolf, Snyk and Blackpoint.
Wiz: Unicorn Closing In On Wall Street
Reuters
Israeli cloud‑security star Wiz hired C‑suite talent to accelerate growth and is eyeing an IPO in early 2026, according to Reuters.
With annualized recurring revenue above $350 million and Fortune 100 penetration, Wiz could debut at a $10–12 billion valuation, rivaling CrowdStrike’s early metrics.
Claroty: Securing Critical Infrastructure
Reuters
OT‑focused Claroty is working with banks to float shares next year, Reuters reported, highlighting investor appetite for industrial cyber defense.
The company protects energy, manufacturing and healthcare networks—segments seeing double‑digit spending growth as regulators tighten resilience rules.
What’s Next?
Private‑market darlings Arctic Wolf, Snyk and Blackpoint Cyber still monitor macro conditions but could file once rates stabilize. Investors should watch:
- Revenue growth above 40 %
- Gross margin >75 %
- Net retention >120 %
Bottom Line
Cybersecurity remains a secular growth story. The 2025 IPO class offers early access to category leaders riding cloud, AI and critical‑infrastructure tailwinds. Conduct due diligence and position ahead of road‑shows.
[small]Written on 11 Aug 2025 | Tags: cybersecurity IPO, Wiz IPO, Claroty IPO, 2025 cybersecurity stocks[/small]