US / Israel · Hot AI Themes
AI Cybersecurity
AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.
Threats→Detection→Platform→Response
62
Tightness score ⓘ
#34 of 56
▲ Tightening
Lead time
Ongoing
Theme 1M
+11.4%% in uptrend
100%Metric to watch
Net-new ARR, platform consolidation deals, and AI-security product attach rates.
What would prove us wrong
Weakens if net-new ARR decelerates across the group while breach activity stays high.
Dependencies
Cyber theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| CRWD CrowdStrike |
Endpoint and cloud security platform | NASDAQ US |
$260.3 | +1.04% | +3.2% | +43.2% | +122.1% | −6.7% | 2026-12-01 | |
| PANW Palo Alto Networks |
Network, cloud and identity security platform | NASDAQ US |
$390.5 | +2.61% | +4.2% | +22.4% | +112.0% | −7.0% | 2026-11-19 | |
| ZS Zscaler |
Zero-trust security for AI traffic | NASDAQ US |
$260.0 | +1.89% | +34.7% | +71.4% | +15.6% | −22.7% | 2026-11-24 | |
| FTNT Fortinet |
Firewalls and secure networking | NASDAQ US |
$183.8 | +2.14% | +6.0% | +22.6% | +131.5% | −5.6% | 2026-10-28 | |
| NET Cloudflare |
Edge network, AI inference and bot defence | NYSE US |
$330.6 | +1.50% | −5.3% | +25.2% | +67.7% | −8.4% | 2026-11-05 | |
| S SentinelOne |
AI-native endpoint security | NYSE US |
$25.32 | +5.50% | +13.1% | +38.1% | +68.8% | −3.6% | — | |
| OKTA Okta |
Identity for people and AI agents | NASDAQ US |
$221.0 | +3.73% | +13.2% | +62.2% | +155.6% | −4.8% | 2026-12-01 | |
| CHKP Check Point Software |
Network and cloud security | NASDAQ Israel |
$160.0 | +0.62% | +21.9% | +16.2% | −13.8% | −21.7% | 2026-11-02 |
Recent headlines
Auto-updated- Zscaler Stock Rose 23% in Five Trading Days as Cybersecurity Stocks Rallied on AI-Found PHP Flaws. Here’s Where It Could Go by 2031Yahoo Finance · 7h ago
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- Why AI Agents Could Change the Cybersecurity Playbook: Seclore CEOET CISO · 15h ago
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- CrowdStrike’s CEO Says a Wave of Cyber Attacks Are ComingYahoo Finance · 2d ago
- AI Ushers in New Era of Cybersecurity NeedsYahoo Finance · 2d ago