Cybersecurity Stocks: 2025 Outlook & Leaders to Watch
Updated: 1 June 2025
Market Snapshot
Growth drivers: AI‑driven threat detection, zero‑trust adoption, and cloud migration.
1 — Palo Alto Networks (PANW)
• FY25 Q3 revenue +15% YoY to $2.0 B
• Subscription ARR >$10 B
Valuation: 10× forward sales | Catalyst: AI‑powered platform expansion
2 — CrowdStrike (CRWD)
• Q1 FY26 earnings due 5 Jun 2025
• Consensus expects 32% revenue growth to $958 M
Valuation: 14× forward sales | Catalyst: Upsell of Falcon Cloud Security
3 — Zscaler (ZS)
• FY25 Q3 billings +30% YoY
• Zero‑trust leader with 90% gross margin
Watch level: $210 breakout
4 — Fortinet (FTNT)
• Hardware‑heavy model gives 25% operating margin
• New SASE offerings diversify revenue mix
Risk: Slower firewall upgrades in APAC
5 — SentinelOne (S)
• Shares up 1.3% Friday to $17.61
• Earnings call on 5 June may reveal path to profitability
Sector Takeaways
✔ Spending momentum intact despite macro headwinds
✔ Platform consolidation favors large‑cap names
✔ AI integration differentiates winners
SEO Keywords: best cybersecurity stocks 2025, Palo Alto Networks earnings, CrowdStrike forecast, zero trust, AI cybersecurity, invest in cyber security stocks
Disclaimer: This analysis is for informational purposes only and is not investment advice.
Updated: 1 June 2025
Market Snapshot
(SecurityMEA citing Gartner, 28 Aug 2024)
Growth drivers: AI‑driven threat detection, zero‑trust adoption, and cloud migration.
1 — Palo Alto Networks (PANW)
• FY25 Q3 revenue +15% YoY to $2.0 B
• Subscription ARR >$10 B
(CNBC, 20 May 2025)
Valuation: 10× forward sales | Catalyst: AI‑powered platform expansion
2 — CrowdStrike (CRWD)
• Q1 FY26 earnings due 5 Jun 2025
• Consensus expects 32% revenue growth to $958 M
(Yahoo Finance, 28 May 2025)
Valuation: 14× forward sales | Catalyst: Upsell of Falcon Cloud Security
3 — Zscaler (ZS)
• FY25 Q3 billings +30% YoY
• Zero‑trust leader with 90% gross margin
Watch level: $210 breakout
4 — Fortinet (FTNT)
• Hardware‑heavy model gives 25% operating margin
• New SASE offerings diversify revenue mix
Risk: Slower firewall upgrades in APAC
5 — SentinelOne (S)
• Shares up 1.3% Friday to $17.61
• Earnings call on 5 June may reveal path to profitability
Sector Takeaways
✔ Spending momentum intact despite macro headwinds
✔ Platform consolidation favors large‑cap names
✔ AI integration differentiates winners
SEO Keywords: best cybersecurity stocks 2025, Palo Alto Networks earnings, CrowdStrike forecast, zero trust, AI cybersecurity, invest in cyber security stocks
Disclaimer: This analysis is for informational purposes only and is not investment advice.