3 Cybersecurity Stocks With Revenue Growth Up To 18% | #hacking | #cybersecurity | #infosec | #comptia | #pentest | #ransomware

Russia’s recent attacks on Ukrainian data centers show how quickly digital infrastructure can become a frontline target. Cybersecurity is no longer just an IT line item; it sits at the center of keeping governments, banks, hospitals, and AI data centers running. That urgency is drawing fresh attention to security providers. This article walks through 3 cybersecurity stocks from our screener with stronger balance sheet health and market caps above US$100m.

The three cybersecurity stocks that follow are just a sample from the screen. It also surfaced 8 more companies with similarly compelling stories that are not covered in this article.

If you want to go beyond this shortlist, head straight into the Cybersecurity screener to identify, filter and analyze the cybersecurity setups that best fit your own conviction and risk profile.

Fortinet (FTNT)

Fortinet is a heavyweight in cybersecurity, supplying the FortiGate firewall and FortiOS platform that protect data centers, clouds, and branch networks. It generated about US$7.5b from network security solutions on a base valued around US$129.4b in market cap.

For investors focused on real-world cyber defense, Fortinet plugs directly into this screener’s theme through its FortiGate firewalls and FortiOS software that secure traffic across data centers, clouds, and edge sites. This foundation is shaping how the company is now tying security to AI-heavy workloads.

“Fortinet recently launched its new FortiGate G series appliances specifically designed for AI-centric enterprise workloads, as well as new AI-powered endpoint security tools.”

What ultimately matters for Fortinet is how one unseen pressure shapes the balance between its security demand, pricing power, and future margins.

That hidden pressure is exactly what the full narrative for Fortinet unpacks, showing where security demand, pricing power and margins could be decoupling from today’s headline story.

CrowdStrike Holdings (CRWD)

CrowdStrike Holdings anchors this cybersecurity screen through its Falcon platform, which delivers cloud-based protection for endpoints, workloads, identities, data, and logs. The business earns about US$5.4b from security software and services and carries a roughly US$266b market value.

CrowdStrike matters for this theme because Falcon sits directly on the front line of cyberattacks, and the more enterprises shift core systems and AI workloads into the cloud, the more that platform becomes embedded in everyday defenses.

“The company’s accelerating success in the Managed Security Service Provider channel, now over 15% of new bookings compared to single digits two years ago, is transforming CrowdStrike into an indispensable platform for the mid-market and public sector, positioning it to capture share from legacy vendors and drive sustained, diversified top-line growth.”

What could really reshape the CrowdStrike story is how one future shift in customer security budgets interacts with those expanding Falcon commitments.

That budget shift is exactly what the full narrative for CrowdStrike Holdings unpacks, revealing where accelerating Falcon adoption, pricing pressure and long term opportunity could be pulling in different directions.

SentinelOne (S)

SentinelOne brings the screener’s cybersecurity theme to life through its Singularity Platform, which uses AI to protect endpoints, cloud workloads, and identities. The business generates about US$1.1b from security software and services and carries roughly US$7.9b in market value.

SentinelOne fits directly into this cybersecurity screen because Singularity is built to autonomously hunt, detect, and respond to attacks across laptops, servers, cloud infrastructure, and identity systems, which is exactly where many organisations now feel most exposed.

“The new SentinelOne Flex licensing model is accelerating multi-product adoption, leading to larger deal sizes, increased platform retention, and rising recurring revenue. Together, these trends support both near-term and long-term net margin expansion through reduced sales friction and deeper customer integration.”

What may ultimately matter for SentinelOne is how one subtle shift in customer security budgets interacts with that expanding AI-driven platform footprint.

That budget shift is where the real inflection could sit, and the full narrative for SentinelOne shows how SentinelOne’s momentum, risks and upside potential may be getting mispriced.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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