Top Five Cybersecurity Stocks To Watch In 2026 - The Armchair Trader

Home » Stock Market News » Equities » US Stocks Top Five Cybersecurity Stocks To Watch In 2026 By Stuart Fieldhouse 23rd June 2026 Related topics: The technology sector, Members Only, Blackberry [TSX:BB], Cybersecurity Cybersecurity is increasingly emerging as a distinct investment theme rather than simply a subset of artificial intelligence. As economies become more digital, organisations must secure not only data and networks but also identities, devices, vehicles and critical infrastructure. AI may accelerate productivity, but it also increases the sophistication and scale of cyber threats, making security spending a necessity rather than a discretionary expense. Companies covered in this week's Top Five occupy different layers of this ecosystem, spanning software, identity verification, networking infrastructure and AI compute. Together they offer exposure to the growing importance of digital trust, resilience and security in an increasingly connected world. Blackberry [TSX:BB] For years, investors viewed BlackBerry as a legacy technology company trapped between its smartphone past and an uncertain software future. That perception is beginning to change. The company has largely completed its restructuring and is increasingly defined by two assets: cybersecurity software and QNX, its embedded operating system for mission-critical applications. QNX is now installed in more than 275m vehicles worldwide, while its royalty backlog has climbed towards $950m, providing unusually strong visibility into future revenue. Revenue growth in the division has accelerated, helped by demand from automotive, industrial and safety-critical systems. The investment case rests on operational leverage. BlackBerry no longer needs explosive growth to generate shareholder value; modest top-line expansion can translate into disproportionately higher earnings. Management is forecasting revenue growth in fiscal 2027, while cybersecurity demand remains supported by increasingly sophisticated AI-driven threats. After years of disappointment, the shares remain far from expensive relative to faster-growing software peers. If execution continues to improve, BlackBerry could benefit from a re-rating as investors recognise it as a specialist software company rather than a turnaround story. Want the full story? Start a free trial of The Armchair Trader Plus+ today! Get weekly investment ideas and tips that will take your investing to the next level. Sign up here. Free 28 day trial. Cancel anytime. Log In or Sign Up to Armchair Trader+ Already a member? Log in here: Username or E-mail Password Remember Me     Forgot Password Not a member? Sign up now or see the membership benefits Terms: 4 Weeks for free then £9.99 / Month First Name:* Last Name:* Email:* Password:* Password Confirmation:* Coupon Code: Select Payment Method Stripe PayPal Pay with your Credit Card via Stripe Checkout   No val Further content of this article is not available as it is for members only. Please visit the registration page for Armchair Trader Plus+ for further details on the benefits of becoming a member. Login This article does not constitute investment advice.  Do your own research or consult a professional advisor. Share this article Shares Post Share Share Share Share Share Invest with these regulated brokers Looking for great investing ideas? Get our free newsletter Learn with our free 'How to' Guides How to Invest  |  Stocks & Shares  |  Managed Funds  |  ETFs  |  Stocks & Shares ISAs  |  Pick a Broker How to Trade  |  Financial Spread Betting  |  CFDs  |  Forex  |  Futures & Options  |  Trading Courses Our latest in-depth reports Prismo Metals: Advancing exploration in Arizona’s Copper Belt Smaller companies: the secret of South Korea’s success Falco Resources: Unlocking value in Québec’s historic Noranda mining camp Read all our in-depth reports On the podcast Podcast: Bitcoin and Gold – why they are better together Biotech investing in 2026: Breakthroughs, M&A and where the opportunities lie Investing in European Defence: the rearmament cycle is just getting started Find more podcast episodes Sign up for great investing stock tips Stock Tip: Rare earth metals reprocessing with a regional twist Stock Tip: Renewable fuels specialist poised for further growth Stock Tip: Could this semiconductor manufacturer be the next TSMC? Find more stock tips