Buy These 3 Cybersecurity Stocks to Protect Your Portfolio in 2026 - Yahoo Finance

Buy These 3 Cybersecurity Stocks to Protect Your Portfolio in 2026 Nalak Das April 9, 2026 3 min read FTNT +5.65% CSCO +4.79% FFIV +2.61% The cybersecurity space focuses on companies that offer integrated protection against evolving security threats while simplifying IT security infrastructure. Companies in this space provide solutions to safeguard applications, networks, and cloud computing environments. The widespread adoption of artificial intelligence (AI), IoT devices, and increased digitization across both public and private sectors has heightened vulnerabilities and expanded attack surfaces, necessitating the development of advanced security solutions. Cybersecurity companies’ offerings include application-specific integrated circuits, hardware architecture, operating systems, and associated security and networking functions, ensuring robust defenses against cyberattacks. We recommend three cybersecurity stocks for 2026 to strengthen your portfolio. These are: Fortinet Inc. FTNT, F5 Inc. FFIV and Cisco Systems Inc. CSCO. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our three picks year to date. Zacks Investment Research Image Source: Zacks Investment Research Fortinet Inc. Fortinet is benefiting from strength in demand from large enterprise customers and growth in the company's security subscriptions amid a slowdown in networking products, along with challenges in sales execution and marketing efficiency. The network security market is experiencing structural expansion as enterprises prioritize zero-trust architectures and hybrid cloud protection, creating a substantial growth runway for FTNT in 2026. Industry forecasts indicate that the global network security market will exceed $50 billion by the year-end, driven by increasing cyber threats and regulatory compliance requirements. FTNT’s dominant 50%+ firewall market share and extensive innovation portfolio of 1,400 global patents, including 500 AI-related innovations are expected to remain the key growth drivers. Higher IT spending on cybersecurity is further expected to aid FTNT in the near-term. For first-quarter 2026, FTNT guided revenues of $1.7-$1.76 billion. The full-year 2026 guidance calls for EPS of $2.94-$3 on revenues of $7.5-$7.7 billion. Fortinet has an expected revenue and earnings growth rate of 11.7% and 8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.3% over the last 60 days. F5 Inc. F5 is gaining traction from strong software growth, backed by a solid uptick in public cloud and security offerings. FFIV is benefiting from the growing demand for application security across multi-cloud environments. Acceleration in BIG-IP and NGINX subscription software deals is an upside. Story Continues View Comments Terms and Privacy Policy Privacy Dashboard