This is a sector I follow closely and invest in heavily. Businesses are collecting data faster than ever, and every bit of it has to be protected. That need only grows from here.
The risk is simple: the defenders fall behind the threats, and their products become obsolete.
To learn how the whole field fits together, start with the two leaders, CrowdStrike and Palo Alto Networks. Between them, you'll see the different segments security is divided into.
8 of 13 land in the model's speculative bucket, among the highest shares of any theme, so this ranking sorts risk as much as it sorts quality.
One name does a lot of the work here: the top of this list sits 37.3 points clear of its own median, among the widest such gaps of any theme.
This is one of the faster-growing themes we track and one of the more expensive ones at the same time, which is the market charging in advance for what it expects.
The Cybersecurity group at a glance
Where these companies are filed
All 13 members report under a single industry, Software - Infrastructure — unusual for a theme, and a sign this one maps closely to a standard classification.
What kind of businesses these are
Average pillar scores across the 13 scored members, against every stock the model scores:
Pillar
Cybersecurity
Market
Read
Quality
56.5
57.7
in line
Growth
83.9
58.0
25.9 above
Value
29.1
38.4
9.3 below
Pillars run 0–100, and Value is judged against sector peers. A low Value reading means this group is expensive relative to what it earns, not that the businesses are weak.
A few names carry this list. GEN reaches 82.2 while the median sits down at 44.9, nearer NET at 27.7 than the top. A theme is a thesis, not a quality filter — membership says a company is exposed to Cybersecurity, and the score says what the model makes of the business.
Where analysts are moving on Cybersecurity
Across the 13 Cybersecurity names with a reading, the median forward earnings estimate is rising — +2.2% over 90 days, ahead of the market (+0.5%). The split is one-sided: 7 of the 13 moving up against 2 down.
CHKP · Check Point Software Technologies Ltd.-1.2%
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. How this is measured, across the market →
Common questions
What counts as a Cybersecurity stock?
Cybersecurity is a bet that every advance in technology brings new threats, and with them a growing need for protection. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
How are the best Cybersecurity stocks ranked?
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Are analysts raising or cutting Cybersecurity earnings estimates?
Across the 13 Cybersecurity names with a reading, the median forward earnings estimate is rising — +2.2% over 90 days, ahead of the market (+0.5%). The split is one-sided: 7 of the 13 moving up against 2 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
How often is the ranking updated?
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.