: Maintained as a "top pick" by Piper Sandler with an Overweight rating due to its broad product surface and high customer retention.
The cybersecurity sector in 2026 is driven by an "AI arms race," where both attackers and defenders utilize autonomous agents. This shift has transitioned cybersecurity from a technical necessity to a central strategic priority for enterprises. Analysts are currently emphasizing "platformization"—the consolidation of security tools into unified systems—as a primary growth driver. cybersecurity stocks to buy
: Guided for next-gen security (NGS) annual recurring revenue (ARR) of $7.0–$7.1 billion for fiscal 2026, representing approximately 27% growth. : Maintained as a "top pick" by Piper
: Reported fiscal year 2026 revenue of $4.81 billion, up 22% year-over-year, and achieved its first $1 billion in net new ARR. : Considered a leader in the "platformization" trend,
: Considered a leader in the "platformization" trend, the company successfully consolidated network, cloud, and security operations for over 1,550 top customers as of early 2026.