Cybersecurity: 7 names for the next 4 years 🔒
The AI boom needs a security layer, and the giants are consolidating it fast. 7 names running that shift for the next 4 years 👇
1. Palo Alto Networks (PANW). The platform leader, just closed a ~$25B CyberArk deal to own identity security in the AI era.
2. CrowdStrike (CRWD). Cloud and endpoint king. FY26 revenue $4.81B, up 22%, with 97% retention, so real switching costs.
3. Zscaler (ZS). The zero trust pioneer replacing the old firewall and VPN setup as work goes hybrid.
4. Fortinet (FTNT). The profitable workhorse guarding networks plus factories, grids and other physical infrastructure.
5. Cloudflare (NET). Sits in front of a huge slice of the internet. Edge security plus a growing AI network.
6. Palantir (PLTR). The data and AI operating layer for government, defense and mission security.
7. SentinelOne (S). The AI native challenger betting on autonomous, machine speed response.
The tell: Google just closed a $32B deal for Wiz. The giants are paying up to own this too 👀
Not financial advice, just my read.
