Despite tech’s ongoing sell-off, the cybersecurity sector’s outlook remains strong. The BUG ETF offers discounted exposure to top firms as demand surges.
Cybersecurity stocks have trailed the tech rally, but Jefferies sees 2026 as the year market leaders begin to separate from the pack.
Stephens analysts see upside potential, ranging from 30% to 38%, for these 3 cybersecurity stocks.
The company said it is on track to surpass $1 billion in ARR and revenue in the new fiscal year.
JPMorgan said its industry conversations were mixed to slightly positive for the quarter but cut its price target due to a contraction in peer multiples.
CEO Jay Chaudhry said the growing adoption of Zero Trust and AI drove strong demand for the company’s platform.
The guidance issued in early December calls for $0.68 to $0.69 in EPS on revenue of $633 million to $635 million.
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