Cybersecurity Is Quietly Becoming the Most Powerful Growth Story in Tech The global cybersecurity market is now estimated between $225B–$300B for 2024–2025, making it one of the largest and fastest-growing segments in all of technology. According to Gartner, end-user security
A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET. Trading below average valuation: $S, $RBRK.
A valuation chart based on the EV/Gross Profit ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET, $CRWD. Trading below average valuation: $S, $RBRK.
Cloudflare $NET dominates through unmatched network scale and edge infrastructure. As of March 2025, it ranks #1 in 48% of the top 1,000 networks globally by TCP connection time, up from 44% in September 2024. Continuous network expansion and strategic peering drive performance
Rubrik $RBRK leads in cyber recovery and data resilience with AI-driven capabilities built for the modern “assume-breach” reality. Named a Leader in the October 2025 IDC MarketScape for Worldwide Cyber Recovery, Rubrik is recognized for deep ecosystem integration, identity
CrowdStrike $CRWD maintains clear market leadership in endpoint detection and response, while aggressively expanding into adjacent markets. Stock is up +42.1% YTD and +54.2% YoY (2025). Its platform consolidates security tools and leverages intelligence from a vast customer base
SentinelOne $S differentiates through autonomous AI-powered endpoint protection. Recognized as a Leader in Gartner’s 2025 Magic Quadrant for Endpoint Protection for the fifth year running, the company delivers measurable efficiency gains. Using Singularity Endpoint and Purple AI,
Zscaler $ZS leads zero trust architecture with the largest security cloud, processing traffic across 150 data centers. Its Zero Trust Exchange makes apps invisible and inspects all traffic, including TLS/SSL, at scale. The June 2025 update extended protection to branches,
CyberArk $CYBR owns the identity security layer. Named a Leader in the 2025 Forrester Wave, it secures human and machine identities across cloud, SaaS, and AI agents. In August 2025, KuppingerCole also ranked it Overall Leader in Identity Fabrics. With machine identities now
Palo Alto Networks $PANW serves 85,000+ orgs, including 85% of the Fortune 100, with 22.9% market share in network security. It processes 1.5T+ events/day with 99.7% detection accuracy, powered by 12PB/day XSIAM ingestion, detecting threats 180x faster than peers. With 1,200+
Fortinet $FTNT scales via its Security Fabric, which reached 3,000+ integrations with 400+ partners by July 2025, up 36x since 2015. Named Overall Leader in IT/OT security (Westlands, 2025) and Gartner LAN MQ Leader for the second year, Fortinet merges networking with AI-driven
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@SergeyCYW Don’t forget Netskope $NTSK. They IPOd this year and are a cloud native cybersecurity platform.
@mikocryptonft Yes, Netskope is an interesting company. For now, there are no analyst revenue forecasts available — typically, after a company goes public, analysts begin releasing their projections within 3–6 months post-IPO.
@SergeyCYW Now if only cybersecurity could mitigate dumb employees🤣
@SergeyCYW $OKTA is up next for secular growth in Agentic AI security
@SergeyCYW @AskPerplexity is there a sector ETF focused on cybersecurity that holds most of the tickers mentioned in this thread?
@SergeyCYW Anyone know why $rbrk trades at such a discount relative to the rest when it’s growing the second fastest?
@SergeyCYW F5 just got hacked 🙄
@SergeyCYW @grok analyze current data: rank these stocks by projected 5-year CAGR (2026-2031), highest to lowest. Include: ticker, CAGR %, key growth drivers. Use latest financials, sector trends, analyst consensus.
@SergeyCYW What about $QLYS?
@SergeyCYW Got a back in $RBRK, will be very important moving forward
@SergeyCYW >The global cybersecurity market is now estimated between $225B–$300B for 2024–2025, making it one of the largest and fastest-growing segments in all of technology. >According to Gartner, end-user security and risk management spending will hit $212B in 2025, up ~15% YoY.
@SergeyCYW $hack?
@SergeyCYW See $LAES
@SergeyCYW Not quietly There is lot of music around it in full blast Are you deaf dumb or blind or bored not to notice it Check it fast or your mom will scream at you quietly