Best cybersecurity stocks to invest in 2026

As cyberattacks become more sophisticated and frequent, organizations are prioritizing advanced digital defense systems, creating long-term opportunities for cybersecurity leaders. The most promising cybersecurity stocks combine innovation, scale, and a track record of effectively neutralizing threats across industries.

Palo Alto Networks provides an integrated platform that secures cloud workloads, endpoints, and networks with advanced threat prevention and unified zero-trust controls. CyberArk secures privileged accounts and credentials, delivering identity security, secret management, and risk detection to protect critical enterprise systems. Fortinet delivers network and cloud security at scale, integrating firewalls, secure SD-WAN, and AI-driven threat protection across its global platform.

These companies are not just defending digital infrastructure – they're shaping the future of how global enterprises secure their operations, protect sensitive data, and ensure business continuity in an increasingly interconnected world. For investors seeking exposure to high-growth technology segments that are becoming indispensable to modern society, these are among the best cybersecurity stocks to invest in 2026.

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Before we dive into each company, let`s take a look at how your investment would have performed if you had invested in stocks mentioned in this article.

Now, let`s take a closer look at each of the companies:

  • CyberArk (NYSE:CYBR)

    CyberArk is a global leader in identity security, specializing in protecting organizations from cyber threats by securing privileged accounts, credentials, and access. Headquartered in Petah Tikva, Israel, the company was founded in 1999. Since its inception, CyberArk has played a pivotal role in advancing cybersecurity practices, helping businesses safeguard their most sensitive digital assets.

    The company`s core business focuses on providing solutions for privileged access management (PAM), identity governance, and endpoint security. CyberArk`s flagship offerings include tools to detect and mitigate risks associated with privileged accounts, as well as solutions for managing secrets in DevOps workflows. Trusted by enterprises and governments worldwide, CyberArk continues to empower organizations to strengthen their defenses against increasingly sophisticated cyberattacks while enabling secure digital transformation.

    CyberArk financial statements

    Analysts recommendation: 2.65

    Financial Health

    • Return on assets (ROA): -2.01%
    • Return on equity (ROE): -6.16%
    • Return on investment (ROI): -6.38%

    Profitability

    • Gross margin: 76.45%
    • Operating margin: -6.58%
    • Net profit margin: -10.79%

    Growth

    • EPS (past 5 years): N/A
    • EPS (current): -2.94
    • EPS estimate (next quarter): 1.14
    • EPS growth (this year): 34.07%
    • EPS growth (next year): 21.1%
    • EPS growth (next 5 years): 27.94%
    • EPS growth (quarter-over-quarter): -534.49%
    • Sales growth (past 5 years): 18.19%
    • Sales growth (quarter-over-quarter): 18.5%

    💡 Why invest in CyberArk?

    115 demonstrates key advantages that make it an attractive investment opportunity in its competitive market sector:

    • Privileged Access Leadership: CyberArk is a recognized leader in the PAM market, offering best-in-class solutions for securing privileged accounts and credentials across enterprise environments with proven track record and market dominance.
    • Comprehensive Security Solutions: Their platform goes beyond password management, providing a holistic approach to privileged access security with integrated identity governance, endpoint protection, and threat detection capabilities.
    • Innovation Investment Focus: CyberArk actively invests in research and development, staying ahead of evolving cyber threats and expanding their PAM capabilities through continuous platform enhancements and emerging technology integration.
    • Growing Cybersecurity Demand: The ever-increasing reliance on technology and the escalating threat landscape drive consistent demand for robust cybersecurity solutions, creating sustained market opportunities for specialized providers.

    🐌 Key considerations before investing in CyberArk

    However, investors should carefully consider the challenges facing 115 in its competitive market landscape comprehensively:

    • Cybersecurity Market Competition: The cybersecurity market is a crowded space with established players and emerging vendors vying for market share, creating pricing pressure and customer acquisition challenges for specialized providers.
    • PAM Solution Complexity: Implementing and maintaining a PAM solution can be complex, requiring skilled cybersecurity professionals and significant organizational change management to achieve successful deployment and adoption.
    • Threat Landscape Evolution: Cybercriminals are constantly developing new attack methods, requiring CyberArk to continuously update and improve their PAM platform to stay effective against sophisticated and evolving security threats.
    • Platform Security Risks: Since CyberArk safeguards highly sensitive privileged credentials, any security breach within their platform could have severe consequences for both the company and its enterprise customers worldwide.

    Final thoughts on CyberArk

    CyberArk`s leadership in privileged access management, comprehensive security platform, and innovation focus create compelling opportunities for investors seeking exposure to the essential cybersecurity sector. However, market competition, solution complexity, evolving threats, and platform security risks require careful evaluation of the company`s strategic positioning and execution capabilities. Investors should thoroughly research CyberArk`s competitive advantages and risk management approach before making investment decisions in this critical cybersecurity leader.

  • Palo Alto Networks (NYSE:PANW)

    Palo Alto Networks Inc is a global cybersecurity leader that provides advanced next-generation firewall technology and comprehensive security solutions to organizations worldwide. Founded in 2005 by Nir Zuk and headquartered in Santa Clara, California, the company has redefined how organizations protect their digital assets. Palo Alto Networks helps businesses of all sizes combat increasingly sophisticated cyber threats with confidence through its innovative and integrated security platforms.

    The company specializes in network security, cloud security, and endpoint protection, offering a comprehensive platform that integrates artificial intelligence and automation for enhanced threat detection. Its products and services are widely adopted across industries, from finance to healthcare, enabling secure digital transformation and protecting critical business operations. With a commitment to innovation and a customer-centric approach, Palo Alto Networks continues to empower organizations to stay ahead of emerging cyber risks.

    Palo Alto Networks financial statements

    Analysts recommendation: 1.55

    Financial Health

    • Return on assets (ROA): 5.58%
    • Return on equity (ROE): 16.26%
    • Return on investment (ROI): 13.13%

    Profitability

    • Gross margin: 73.5%
    • Operating margin: 12.7%
    • Net profit margin: 12.96%

    Growth

    • EPS (past 5 years): N/A
    • EPS (current): 1.81
    • EPS estimate (next quarter): 0.81
    • EPS growth (this year): 11.3%
    • EPS growth (next year): 8.48%
    • EPS growth (next 5 years): 11.75%
    • EPS growth (quarter-over-quarter): 61.17%
    • Sales growth (past 5 years): 22.03%
    • Sales growth (quarter-over-quarter): 14.91%

    💡 Why invest in Palo Alto Networks?

    Palo Alto Networks demonstrates key advantages that make it an attractive investment opportunity in the cybersecurity sector:

    • Next-Generation Firewall Leadership: Palo Alto Networks is a pioneer and continued leader in NGFW technology, offering best-in-class solutions for network security with advanced threat detection, prevention capabilities, and comprehensive visibility.
    • Holistic Security Platform: They provide a holistic cybersecurity platform that addresses various security needs, catering to a broader customer base with integrated solutions for network, cloud, endpoint, and application protection across markets.
    • Advanced AI Integration: Their commitment to integrating AI and ML into their platform positions them at the forefront of cybersecurity innovation with advanced threat intelligence, automated response capabilities, and proactive risk assessment.
    • Strong Market Demand: The ever-increasing reliance on technology and the growing threat landscape create strong and consistent demand for robust cybersecurity solutions across all industries and sectors driving sustainable long term revenue growth.

    🐌 Key considerations before investing in Palo Alto Networks

    However, investors should carefully consider the challenges facing Palo Alto Networks in its competitive market landscape:

    • Cyberthreat Evolution Challenges: Cybercriminals are constantly developing new methods of attack, requiring Palo Alto Networks to keep pace with innovation in threat detection and prevention technologies continuously across global markets.
    • Cybersecurity Competition Pressure: The cybersecurity market is crowded with established players and emerging vendors, vying for market share through competitive pricing and innovative security solutions offerings across global enterprise markets.
    • Workforce Talent Shortage: A shortage of skilled cybersecurity professionals can limit Palo Alto Networks` ability to implement and support their advanced security solutions effectively across global markets and diverse customer segments worldwide.
    • Security Incident Risks: Even the most robust security systems can be breached, and a major security incident involving a Palo Alto Networks product could significantly damage their reputation, impact sales, and erode customer confidence.

    Final thoughts on Palo Alto Networks

    Palo Alto Networks demonstrates leadership in next-generation firewall technology and comprehensive security platforms, offering a compelling investment opportunity in the essential cybersecurity sector. However, the evolving threat landscape, intense competition, workforce limitations, and inherent security breach risks require careful consideration from potential long term investors. For investors seeking exposure to cybersecurity growth, Palo Alto Networks offers strong competitive positioning and innovative technology leadership in global security markets.

  • Cloudflare (NYSE:NET)

    Cloudflare, Inc. is a global web infrastructure and security company that enhances performance, reliability, and safety of internet properties through its expansive content delivery network. The company was founded in 2009 by Matthew Prince, Lee Holloway, and Michelle Zatlyn, and is headquartered in San Francisco, California. Cloudflare has rapidly scaled its network infrastructure to over 330 data centers across 125+ countries, supporting nearly 20% of all websites globally.

    Cloudflare`s core business centers on delivering a comprehensive suite of cloud, security, and performance services to millions of websites and applications worldwide. Key offerings include its global CDN, robust DDoS mitigation, next-gen Web Application Firewall, domain name services, and edge computing via its Workers platform. The company is also investing in AI-powered tools such as bot detection and API protection to stay ahead in the evolving cybersecurity landscape.

    Cloudflare financial statements

    Analysts recommendation: 2

    Financial Health

    • Return on assets (ROA): -2.19%
    • Return on equity (ROE): -8.16%
    • Return on investment (ROI): -2.83%

    Profitability

    • Gross margin: 84.15%
    • Operating margin: -9.2%
    • Net profit margin: -4.72%

    Growth

    • EPS (past 5 years): 5.92%
    • EPS (current): -0.29
    • EPS estimate (next quarter): 0.23
    • EPS growth (this year): 20.77%
    • EPS growth (next year): 26.98%
    • EPS growth (next 5 years): 26.24%
    • EPS growth (quarter-over-quarter): 8.02%
    • Sales growth (past 5 years): 38.13%
    • Sales growth (quarter-over-quarter): 33.6%

    💡 Why invest in Cloudflare?

    Cloudflare demonstrates key advantages that make it an attractive investment opportunity in its competitive market sector:

    • Robust Growth Trajectory: Cloudflare demonstrates exceptional revenue momentum with sustained 25-27% expansion, supported by enterprise customer acquisition, larger deal sizes, and wider adoption across security and edge services globally.
    • Strong Product Differentiation: With edge computing, AI integration, and Zero Trust security built into its core platform, Cloudflare remains well-positioned in competitive markets through innovative technology solutions and services.
    • High Value Customers: Recent quarters saw a 47% increase in $1M+ customers, with 173 such contracts, including a $100M+ deal, demonstrating strong enterprise penetration and expansion among global clients effectively and consistently today.
    • Cash Rich Model: Despite GAAP losses, free cash flow recently exceeded $166 million, with non-GAAP earnings turning positive and operating leverage signaling improving financial performance and business model efficiency for investors today.

    🐌 Key considerations before investing in Cloudflare

    Like navigating complex market conditions, Cloudflare faces headwinds requiring careful consideration from investors today:

    • GAAP Profitability Negative: While non-GAAP profits improve, Cloudflare still posted GAAP losses, which may concern conservative investors seeking immediate profitability and traditional financial metrics for validation purposes today.
    • Potential Valuation Risks: Shares surged approximately 67% year-to-date in 2025, raising the risk of a significant pullback if growth metrics or guidance disappoints investors, creating potential volatility concerns for shareholders.
    • Guidance Sensitivity Volatility: Q1 2025 projection fell slightly short of analyst expectations, indicating sensitivity to guidance delivery and potential challenges in meeting market forecasts and investor confidence effectively today.
    • Cybersecurity Competition Intensity: The cybersecurity and edge computing sectors are crowded, with strong competition from established players like Palo Alto, Microsoft, and AWS challenging market share and pricing power significantly.

    Final thoughts on Cloudflare

    Cloudflare has established itself as a leader in edge computing and security infrastructure, demonstrating strong execution with expanding enterprise adoption and AI-powered platform innovations. The company's global network, AI capabilities, and strong customer retention create competitive advantages supporting long-term growth and market expansion opportunities. For investors seeking exposure to cloud security and edge computing infrastructure with growth potential, Cloudflare represents a compelling opportunity despite competitive pressures today.

  • Fortinet (NYSE:FTNT)

    Fortinet is a global cybersecurity company that provides comprehensive security solutions for networks, applications, and cloud environments. Headquartered in Sunnyvale, California, Fortinet was founded in 2000 by brothers Ken and Michael Xie. Over the years, the company has become a leader in the cybersecurity industry, known for its cutting-edge technologies and innovative approach to protecting organizations from evolving threats.

    The company`s core business revolves around its FortiGate product line, which includes firewalls, VPNs, and other network security solutions. In addition to hardware, Fortinet offers a wide range of software and cloud-based services, such as endpoint protection, threat intelligence, and security orchestration. With a strong emphasis on performance and scalability, Fortinet serves enterprises, government agencies, and service providers globally, helping them secure their digital infrastructure and adapt to the ever-changing security landscape.

    Fortinet financial statements

    Analysts recommendation: 2.74

    Financial Health

    • Return on assets (ROA): 12.87%
    • Return on equity (ROE): 135.72%
    • Return on investment (ROI): 152.13%

    Profitability

    • Gross margin: 80.46%
    • Operating margin: 32.77%
    • Net profit margin: 27.26%

    Growth

    • EPS (past 5 years): 42.92%
    • EPS (current): 2.42
    • EPS estimate (next quarter): 0.74
    • EPS growth (this year): 0.1%
    • EPS growth (next year): 8.7%
    • EPS growth (next 5 years): 11.06%
    • EPS growth (quarter-over-quarter): -10.98%
    • Sales growth (past 5 years): 22.46%
    • Sales growth (quarter-over-quarter): 14.8%

    💡 Why invest in Fortinet?

    139 shows compelling qualities that make it stand out in its market sector for potential long-term investors methodically:

    • Essential Business Operations: In today`s digital world, robust cybersecurity is no longer optional but essential for business continuity, translating to consistent demand for Fortinet`s comprehensive security solutions.
    • Growing Threat Landscape: The number and sophistication of cyberattacks are constantly rising, creating long-term demand for advanced security solutions and positioning Fortinet well for sustained growth in cybersecurity markets.
    • Broad Product Portfolio: They offer a comprehensive range of security solutions, catering to diverse customer needs and reducing reliance on any single product while providing integrated cybersecurity platforms for enterprise clients.
    • Research Development Focus: Fortinet actively invests in research and development, ensuring their solutions stay ahead of the evolving cyber threat landscape through continuous platform enhancements and emerging technology integration.

    🐌 Key considerations before investing in Fortinet

    However, investors should carefully consider the challenges and risks facing 139 in its competitive landscape:

    • Cybersecurity Market Pressure: The cybersecurity market is crowded with established players and nimble startups vying for market share, requiring Fortinet to maintain technological edge and competitive pricing to preserve market position.
    • Industry Consolidation Trends: The cybersecurity industry is experiencing consolidation, with larger players acquiring smaller ones, creating strategic challenges and potential disruption to Fortinet`s competitive landscape and partnerships.
    • Evolving Threat Challenges: Cybersecurity threats are constantly evolving, requiring Fortinet to continuously innovate and adapt their security platforms to stay ahead of sophisticated cybercriminals and emerging attack vectors.
    • Integration Complexity Issues: Implementing and managing complex security ecosystems can be challenging for businesses, potentially impacting Fortinet`s adoption rates and requiring significant customer support and professional services.

    Final thoughts on Fortinet

    Fortinet`s strong brand recognition, established customer base, broad product portfolio, and innovation focus create compelling opportunities for investors seeking exposure to the essential cybersecurity sector. However, competitive pressures, industry consolidation, evolving threats, and integration complexity require careful evaluation of the company`s strategic positioning and execution capabilities. Investors should thoroughly research Fortinet`s product roadmap and competitive advantages before making investment decisions in this cybersecurity leader.

  • CrowdStrike (NYSE:CRWD)

    CrowdStrike Holdings Inc is a leading cybersecurity technology company that provides cloud-native endpoint security solutions to organizations across global markets. Founded in 2011 by George Kurtz and headquartered in Austin, Texas, the company has quickly become a leader in endpoint security and threat intelligence. CrowdStrike`s Falcon platform revolutionized cybersecurity with its cloud-native architecture, providing real-time protection and visibility across organizations of all sizes worldwide.

    The company specializes in preventing, detecting, and responding to sophisticated cyber threats through its AI-powered solutions and advanced threat intelligence capabilities. Its services include endpoint protection, managed threat hunting, and proactive incident response, catering to industries such as finance, healthcare, and government sectors. With a strong focus on innovation and scalability, CrowdStrike has earned a reputation as a trusted partner in securing critical systems and sensitive data worldwide.

    CrowdStrike financial statements

    Analysts recommendation: 1.8

    Financial Health

    • Return on assets (ROA): -3.54%
    • Return on equity (ROE): -8.88%
    • Return on investment (ROI): -6.52%

    Profitability

    • Gross margin: 74.1%
    • Operating margin: -5.68%
    • Net profit margin: -6.88%

    Growth

    • EPS (past 5 years): 34.76%
    • EPS (current): -1.26
    • EPS estimate (next quarter): 1.1
    • EPS growth (this year): -5.5%
    • EPS growth (next year): 29.42%
    • EPS growth (next 5 years): 15.9%
    • EPS growth (quarter-over-quarter): -97.52%
    • Sales growth (past 5 years): 52.37%
    • Sales growth (quarter-over-quarter): 22.18%

    💡 Why invest in CrowdStrike?

    CrowdStrike offers compelling strengths for investors seeking exposure to cybersecurity markets and long-term growth potential:

    • Essential Cybersecurity Solutions: In today`s interconnected world, robust cybersecurity is no longer optional, and CrowdStrike`s solutions safeguard businesses from cyberattacks with irreplaceable protection and comprehensive visibility.
    • Cloud-Native Security Advantage: Their focus on cloud-based security aligns perfectly with the growing adoption of cloud computing, ensuring their solutions remain relevant, scalable, and future-ready for enterprises across global markets.
    • Continuous Innovation Leadership: CrowdStrike recognizes the constantly evolving nature of cyber threats and continuously develops their cloud-powered security platform, staying ahead of emerging threats across global enterprise markets.
    • Strong Revenue Growth: CrowdStrike boasts a history of consistent revenue growth, demonstrating the increasing demand for their innovative cybersecurity solutions across global enterprise markets and diverse industry sectors worldwide.

    🐌 Key considerations before investing in CrowdStrike

    However, before investing in CrowdStrike Holdings, it`s crucial to consider the potential challenges they face in markets:

    • High Stock Valuation: CrowdStrike`s high valuation reflects its strong growth potential, but it may also leave less room for future stock price appreciation in competitive market conditions and challenging economic environments globally.
    • Market Competition Intensity: The cybersecurity market is crowded with established players and nimble startups vying for market share, requiring CrowdStrike to maintain their technological edge continuously across worldwide enterprise markets.
    • Evolving Threat Landscape: The ever-changing nature of cyber threats requires CrowdStrike to continuously adapt and improve their security platform to stay effective against sophisticated and emerging attacks globally and consistently.
    • Subscription Revenue Dependency: Their revenue stream relies heavily on recurring subscriptions, and any slowdown in customer acquisition or increased churn could materially impact their financial performance and growth trajectory worldwide.

    Final thoughts on CrowdStrike

    CrowdStrike`s strong market position, cloud-native advantage, focus on innovation, and impressive growth trajectory create compelling opportunities for long-term investors seeking cybersecurity exposure. However, high valuation, competitive pressures, evolving threats, and subscription dependency require careful evaluation of the company`s strategic positioning and execution capabilities. For investors seeking direct exposure to cloud-native cybersecurity growth, CrowdStrike offers strong competitive positioning and innovative technology leadership in global markets.

  • Rubrik (NYSE:RBRK)

    Rubrik, Inc. is a cloud data management and cyber-resilience company that provides comprehensive data protection and security solutions for enterprises worldwide. Founded in 2014 in Palo Alto, California, by Bipul Sinha and team, the company established itself as a leader in the data protection market. The company went public via NYSE IPO in April 2024 and saw remarkable stock performance, with total return soaring approximately 194% over the past year.

    Rubrik's core business centers on converged data management and data security, providing hybrid cloud solutions that integrate backup, recovery, and continuous cyber protection. Its Zero Trust Data Security platform enables live data access and protection across on-premises and cloud environments, supporting resilience against cyberattacks and operational disruptions. With a rapidly expanding customer base and strong ARR growth, Rubrik empowers enterprises to secure and efficiently manage their critical data assets.

    Rubrik financial statements

    Analysts recommendation: 1.19

    Financial Health

    • Return on assets (ROA): -19.74%
    • Return on equity (ROE): N/A
    • Return on investment (ROI): -59.76%

    Profitability

    • Gross margin: 79.05%
    • Operating margin: -31.69%
    • Net profit margin: -31.48%

    Growth

    • EPS (past 5 years): -57.67%
    • EPS (current): -1.96
    • EPS estimate (next quarter): -0.11
    • EPS growth (this year): 88.96%
    • EPS growth (next year): 143.73%
    • EPS growth (next 5 years): N/A
    • EPS growth (quarter-over-quarter): 54.87%
    • Sales growth (past 5 years): 22.97%
    • Sales growth (quarter-over-quarter): 48.26%

    💡 Why invest in Rubrik?

    Rubrik demonstrates key advantages that make it an attractive investment opportunity in the cloud data protection market sector:

    • Accelerating Subscription Growth: Subscription ARR surged 54% year-over-year in fiscal 2025, signaling strong demand and successful upsell execution while demonstrating the company's ability to expand within existing customer accounts worldwide.
    • Cloud Native Platform: Rubrik's data protection platform is built for modern hybrid environments, appealing to enterprises seeking security and resilience through innovative Zero Trust architecture and data management solutions globally.
    • Improving Financial Performance: Significant progress in operating leverage led to free cash flow of $75 million in Q4 and narrower losses per share, indicating strong business model efficiency and path toward sustainable profitability worldwide.
    • High Customer Retention: Consistent NRR above 120% and expansion into large enterprise segments with over 2,246 customers generating more than $100K ARR demonstrates remarkably strong customer loyalty and exceptional revenue growth potential.

    🐌 Key considerations before investing in Rubrik

    Rubrik faces several challenges that investors should carefully evaluate before adding this cybersecurity stock to their portfolios:

    • GAAP Profitability Challenges: Despite improving margins, the company remains GAAP unprofitable with a full-year loss per share of $(7.48) and elevated stock compensation costs that continue to pressure overall financial performance.
    • Highly Competitive Market: Rubrik competes with major players like Commvault and Veeam in the data protection market, requiring constant innovation to maintain differentiation while facing pricing pressure and market share challenges worldwide.
    • Operational Scaling Risks: Rapid growth demands could strain support infrastructure and service delivery capabilities, potentially impacting customer satisfaction and retention rates across global enterprise markets and diverse industries.
    • High Valuation Sensitivity: Recent 48% stock surge in 2025 suggests elevated growth expectations that could reverse with any setback, creating significant downside risk if the company fails to meet ambitious market forecasts and growth targets.

    Final thoughts on Rubrik

    Rubrik has emerged as a fast-growing leader in cloud-native data resilience, showing substantial ARR growth and steadily improving financial discipline across its operations. Its differentiated Zero Trust platform positions it well in an expanding cybersecurity market with significant growth opportunities ahead for enterprise customers. However, investors should carefully weigh the ongoing GAAP losses, competitive pressures, service delivery execution challenges, and valuation sensitivity when assessing this opportunity.

  • Check Point (NYSE:CHKP)

    Check Point Software Technologies is a global leader in cybersecurity solutions, specializing in network security, endpoint protection, and cloud security. The company was founded in 1993, and is headquartered in Tel Aviv, Israel. Known for its pioneering role in the development of firewall technology, Check Point has grown into a trusted provider of comprehensive security solutions for enterprises and governments worldwide.

    The core business of Check Point focuses on delivering advanced threat prevention solutions that safeguard organizations from cyberattacks. Its portfolio includes next-generation firewalls, intrusion prevention systems, mobile security, and threat intelligence services. By leveraging artificial intelligence, machine learning, and real-time threat intelligence, Check Point continuously enhances its security offerings, ensuring robust protection across networks, endpoints, and cloud environments.

    Check Point financial statements

    Analysts recommendation: 2.29

    Financial Health

    • Return on assets (ROA): 7.66%
    • Return on equity (ROE): 37.27%
    • Return on investment (ROI): 32.79%

    Profitability

    • Gross margin: 87.92%
    • Operating margin: 31.27%
    • Net profit margin: 38.78%

    Growth

    • EPS (past 5 years): 6.34%
    • EPS (current): 9.62
    • EPS estimate (next quarter): 2.76
    • EPS growth (this year): 22.4%
    • EPS growth (next year): -6.54%
    • EPS growth (next 5 years): 8.26%
    • EPS growth (quarter-over-quarter): 79.55%
    • Sales growth (past 5 years): 5.16%
    • Sales growth (quarter-over-quarter): 5.9%

    💡 Why invest in Check Point?

    207 shows compelling qualities that make it stand out in its market sector for potential long-term investors effectively:

    • Essential Security Products: Cybersecurity is a critical concern for businesses and organizations, making Check Point`s comprehensive security solutions essential in today`s increasingly digital and threat-prone business environment.
    • Strong Market Position: Check Point is a well-established player in the cybersecurity market, with a reputation for innovation and reliability built over decades of serving enterprise customers worldwide.
    • Recurring Revenue Model: The company`s subscription-based business model generates a steady stream of recurring revenue from enterprise customers, providing predictable cash flows and long-term customer relationships.
    • Cybersecurity Growth Potential: The increasing reliance on digital technologies and the evolving threat landscape present significant growth opportunities for comprehensive cybersecurity solutions and advanced threat prevention platforms.

    🐌 Key considerations before investing in Check Point

    Like navigating complex market conditions, 207 faces headwinds requiring careful consideration from investors:

    • Threat Evolution Challenges: The cybersecurity landscape is constantly changing, requiring continuous investment in research and development to stay ahead of emerging threats and sophisticated attack vectors targeting enterprise networks.
    • Enterprise Market Competition: The cybersecurity market is highly competitive, with both established players and new entrants vying for market share through innovative solutions and aggressive pricing strategies in enterprise segments.
    • Economic Downturn Sensitivity: During economic downturns, businesses may reduce cybersecurity spending and delay infrastructure upgrades, potentially impacting demand for Check Point`s premium security solutions and services.
    • Regulatory Environment Complexity: Cybersecurity regulations and compliance requirements can be complex and subject to change, requiring continuous adaptation of products and services to meet evolving regulatory standards globally.

    Final thoughts on Check Point

    Check Point Software Technologies` strong market position, focus on innovation, and recurring revenue model make it an attractive investment for those seeking exposure to the cybersecurity industry. However, the rapidly evolving threat landscape, competition, economic sensitivity, and regulatory environment necessitate careful consideration. Thorough research on Check Point`s product pipeline, financial performance, and the overall cybersecurity market trends is crucial before investing.

  • F5 (NYSE:FFIV)

    F5, Inc. (formerly F5 Networks) is a technology company that specializes in application delivery, multi-cloud security, and zero-trust solutions for enterprises globally. Founded in 1996 and headquartered in Seattle, Washington, F5 serves a broad base of global enterprises across critical industries worldwide. The company is recognized for managing and securing internet traffic at scale and has attracted renewed investor interest with steady execution and improved software mix.

    F5`s core business centers on its flagship BIG IP platform available in hardware, virtual, and SaaS formats delivering application delivery and web application firewall solutions. The company has evolved F5 ADSP solutions into full zero-trust architectures, providing granular application-layer enforcement, encrypted traffic inspection, and identity-aware proxy services. With growing adoption of its ADSP and cloud partnerships, F5 fortifies digital transformation initiatives by ensuring performance, reliability, and security for enterprise applications.

    F5 financial statements

    Analysts recommendation: 2.56

    Financial Health

    • Return on assets (ROA): 11.58%
    • Return on equity (ROE): 20.84%
    • Return on investment (ROI): 18.71%

    Profitability

    • Gross margin: 80.13%
    • Operating margin: 25.1%
    • Net profit margin: 22.45%

    Growth

    • EPS (past 5 years): 18.69%
    • EPS (current): 12.08
    • EPS estimate (next quarter): 3.44
    • EPS growth (this year): 0.83%
    • EPS growth (next year): 4.87%
    • EPS growth (next 5 years): 3.51%
    • EPS growth (quarter-over-quarter): 9.84%
    • Sales growth (past 5 years): 5.61%
    • Sales growth (quarter-over-quarter): 7.3%

    💡 Why invest in F5?

    F5 offers compelling strengths for investors seeking exposure to its market sector and long-term growth potential today:

    • Market Leadership Infrastructure: F5 is trusted by 85% of Fortune 500 companies, underlining its dominance in application delivery and security while providing a stable foundation for recurring revenue growth and expansion opportunities.
    • Software Growth Acceleration: The company saw 19% growth in software revenue in the most recent quarter, shifting its business toward recurring, higher-margin offerings that provide predictable cash flows and improved profitability metrics.
    • Strong Operational Margins: With non-GAAP operating margins above 34% and free cash flow margins around 40%, F5 demonstrates disciplined financial execution and efficient capital allocation that supports sustainable business growth.
    • Strategic Cloud Positioning: Ongoing acquisitions like NGINX, Shape Security, Volterra, and Wib bolster its capabilities in multicloud, automated security, and edge platforms, enhancing competitive differentiation and market expansion.

    🐌 Key considerations before investing in F5

    However, investors should carefully consider the challenges facing F5 in its competitive market landscape carefully today:

    • Enterprise Budget Caution: The company`s warning last year about flat to slight revenue decline highlights vulnerability to cautious IT budgets and economic uncertainty that could impact customer purchasing decisions significantly today.
    • Hardware Legacy Drag: Although shifting to software, F5 still carries hardware and services components that may limit margin expansion potential and create operational complexity in transitioning to cloud-native business models effectively.
    • Competitive Cloud Landscape: F5 faces intense pressure from major players like AWS, Microsoft, and cloud security specialists as enterprises migrate to cloud-centric solutions, challenging traditional market positioning and pricing power.
    • Growth Expectations Pressure: With 2025 guidance calling for modest 4 5% revenue growth, upside may be capped unless cloud-driven momentum accelerates significantly, potentially disappointing investors seeking higher growth rates today.

    Final thoughts on F5

    F5 remains a stalwart in application delivery and security, leveraging its robust installed base and leadership in global enterprises effectively and consistently. Its transition toward software and cloud services has improved margins and recurring revenue, though growth may stay moderate amid cautious spending. Investors should closely monitor its execution in expanding multi-cloud capabilities, competitive positioning, and ability to unlock next-generation edge and security revenue.

  • Zscaler (NYSE:ZS)

    Zscaler, Inc. is a cloud-native cybersecurity company delivering comprehensive security services via its Zero Trust Exchange platform to enterprises across more than 125 countries. Founded in 2007 and headquartered in San Jose, California, Zscaler has rapidly scaled its network to over 330 data centers worldwide. In the past year, its stock has seen a total return of approximately +75%, reflecting strong investor confidence in the company.

    Zscaler`s core business is centered on delivering cloud-based security solutions that replace traditional on-premises architectures with scalable, automated protective services. Its platform includes Zero Trust Internet Access, Private Access, and Security Service Edge, protecting user connections and cloud workloads from threats using AI. By continuously enhancing its capabilities such as adding SASE and AI-powered bot detection, Zscaler empowers organizations to securely embrace cloud transformation and remote work.

    Zscaler financial statements

    Analysts recommendation: 1.4

    Financial Health

    • Return on assets (ROA): -0.73%
    • Return on equity (ROE): -2.41%
    • Return on investment (ROI): -1.1%

    Profitability

    • Gross margin: 76.55%
    • Operating margin: -4.25%
    • Net profit margin: -1.45%

    Growth

    • EPS (past 5 years): 21.31%
    • EPS (current): -0.26
    • EPS estimate (next quarter): 0.89
    • EPS growth (this year): 16.12%
    • EPS growth (next year): 17.26%
    • EPS growth (next 5 years): 18.34%
    • EPS growth (quarter-over-quarter): 7.34%
    • Sales growth (past 5 years): 44.03%
    • Sales growth (quarter-over-quarter): 25.5%

    💡 Why invest in Zscaler?

    Zscaler offers compelling strengths for investors seeking exposure to its market sector and long-term growth potential today:

    • Rapid Revenue Growth: After a 34% revenue growth last year, Zscaler reached $2.17B, supported by broad enterprise adoption of SASE and Zero Trust platforms while expanding its customer base and market penetration globally and effectively.
    • Zero Trust Leadership: The company is consistently ranked a market leader, with its cloud-native platform processing trillions of transactions daily providing a strong competitive moat and technological differentiation for investors.
    • Innovative Product Expansion: Strategic partnerships with companies like Vectra AI and acquisitions like Red Canary reinforce its threat detection and cybersecurity ecosystem, enhancing platform capabilities and market competitiveness effectively.
    • Recurring Subscription Model: High renewal rates and expanding billings maintain predictable, recurring revenue streams and strong deferred revenue growth, providing financial stability and visibility for long-term business planning.

    🐌 Key considerations before investing in Zscaler

    However, investors should carefully consider the challenges and risks facing Zscaler in its competitive landscape today:

    • Revenue Growth Deceleration: After strong prior-year growth, revenue fell about 8% by April 2025, indicating slower momentum and potential market saturation that could impact growth prospects and investor confidence significantly today.
    • Profitability Challenges Persist: The firm remains loss-making under GAAP accounting, with non-GAAP adjustments masking core losses, raising concerns about underlying profitability and sustainable business model economics for investors.
    • Competitive Market Pressures: Zscaler faces pressure from major players like Palo Alto Networks, Microsoft, and emerging rivals like Wiz, challenging market share and pricing power in competitive cybersecurity segments effectively today.
    • Valuation Premium Risks: Its high-growth premium has cooled, evidenced by a 16% stock decline last year and post-earnings dips on conservative guidance, creating valuation risk if growth expectations are not met consistently by management.

    Final thoughts on Zscaler

    Zscaler stands as a leading innovator in cloud-based security with a scalable subscription model, strong platform differentiation, and solid expansion over the prior year. While growth has moderated in early 2025 and the company remains non-GAAP profitable, its focus on AI-driven capabilities positions it well for future enterprise adoption. However, investors should weigh valuation normalization, ongoing GAAP losses, and intensifying competitive pressures when assessing Zscaler`s long-term investment potential today.

  • Qualys (NYSE:QLYS)

    Qualys, Inc. is a cloud-native cybersecurity company that delivers advanced solutions for vulnerability management, compliance, and threat protection. Founded in 1999 and headquartered in Foster City, California, the company has grown into a trusted provider of security and compliance services used by over 10,000 organizations worldwide. Over the past year, Qualys` stock has exhibited resilient performance, with its Relative Strength Rating improving to 72 indicative of strengthening momentum and record revenue and earnings growth, alongside a robust share repurchase initiative.

    Qualys` core business revolves around its Enterprise TruRisk platform, which offers integrated cloud-based tools for vulnerability detection, patch management, compliance monitoring, and continuous threat protection. The platform leverages automation and machine learning to deliver real-time visibility and prioritization, helping organizations reduce risk and maintain compliance across on-premises, cloud, and hybrid environments. As digital transformation accelerates, Qualys remains at the forefront of cybersecurity, empowering enterprises with scalable and effective security solutions.

    Qualys financial statements

    Analysts recommendation: 2.8

    Financial Health

    • Return on assets (ROA): 13.41%
    • Return on equity (ROE): 38.2%
    • Return on investment (ROI): 32.8%

    Profitability

    • Gross margin: 82.85%
    • Operating margin: 33.57%
    • Net profit margin: 29.64%

    Growth

    • EPS (past 5 years): 22.62%
    • EPS (current): 5.44
    • EPS estimate (next quarter): 1.78
    • EPS growth (this year): 23.2%
    • EPS growth (next year): 6.16%
    • EPS growth (next 5 years): 8.89%
    • EPS growth (quarter-over-quarter): 11.48%
    • Sales growth (past 5 years): 13.61%
    • Sales growth (quarter-over-quarter): 10.1%

    💡 Why invest in Qualys?

    307 presents fundamental strengths that position it well for investors seeking stable returns and growth prospects:

    • Stable Revenue Growth: Recent revenues increased 10% year-over-year with EBITDA margins at 47%, showcasing both consistent growth and strong profitability while demonstrating effective operational efficiency and market positioning.
    • Strong Cash Generation: Free cash flow recently exceeded $230 million, and the company boosted its share repurchase authorization by $200 million, demonstrating robust financial performance and shareholder value creation.
    • Unified Platform Advantage: Enterprise TruRisk integrates a broad suite of vulnerability management, patching, and endpoint detection capabilities, simplifying vendor consolidation and providing comprehensive security solutions.
    • Technical Market Credibility: Certifications like MITRE ATT&CK and elevated channel adoption with partner revenue at approximately 48% reinforce product reliability and effective go-to-market execution strategies.

    🐌 Key considerations before investing in Qualys

    Like navigating complex market conditions, 307 faces headwinds requiring careful consideration from investors:

    • Slower Growth Rate: While stable, 10% revenue growth lags behind high-speed cybersecurity scale-ups like CrowdStrike and Palo Alto, potentially limiting investor appeal and market valuation compared to faster-growing competitors.
    • Execution Innovation Challenges: User feedback on support delays and the need to modernize risk tools underscore potential product and go-to-market challenges that could impact customer satisfaction and competitive positioning.
    • Technical Momentum Dependence: The chart pattern forming a double bottom and RS rating in the 70s indicates the stock needs technical breakout to attract investors and achieve sustained price appreciation in current market conditions.
    • Competitive Market Pressure: With strong competitors and customer upgrades within multi-vendor stacks, Qualys must continuously refresh offerings to maintain relevance and market share in the evolving cybersecurity landscape.

    Final thoughts on Qualys

    Qualys is a financially disciplined cybersecurity player, combining steady growth, robust cash generation, and a comprehensive security platform trusted by large enterprises. Its achievements in industry recognition, margin management, and channel momentum provide a strong base for future progress. However, expected slower growth relative to hyper-growth peers, evolving competitive pressure, and execution demands mean investors should look for catalysts like platform innovation and sustained stock momentum before considering entry.

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