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2025 Cybersecurity Industry Overview

Posted: 07/30/2025

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This week, Zacks Chief Equity Strategist and Economist John Blank, PhD discusses:

• An overview of Cybersecurity industry stocks in 2025, in John’s continuing analysis of the state of the Info Tech sector. This discussion is broken into two parts: first, the big picture of this critical and constantly evolving industry, and then a look at relevant metrics for tickers in this space, ranging from microcaps to megacaps.

• To begin, John offers a brief primer on the industry. He first describes the various types of cybersecurity, from network to endpoint to cloud to IOT. He also discusses various types of hacking, from “white hat” to “black hat”, and the eye-popping range of cybersecurity threats—from Distributed Denial of Service (DDOS) to Man in the Middle (MITM) attacks to the many varieties of phishing. In addition, John presents some useful information and protocols from the National Institute of Standards and Technology (NIST).

• John then presents a range of charts to illustrate performance metrics for Cybersecurity companies, broken out into market caps ranging from micro-cap to mega-cap. Other companies reviewed in this analysis include major players like Cisco Systems (CSCO) and Palo Alto Networks (PANW), plus smaller, less familiar companies such as Varonis Systems (VRNS) and Radware (RDWR). Get some “white hat” investing hacks on the cybersecurity industry in this week’s video!

The views of John Blank, PhD are not necessarily the views of Zacks Investment Research.

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The S&P 500 is an unmanaged index.