My Top Cybersecurity Pick for 2025 Rose 37%. Is It Still a Buy in 2026? - Finviz

Home News Screener Charts Maps Groups Portfolio Insider Futures Forex Crypto Calendar Backtests Pricing 12:16 PM Theme Help Login Register Market News Market Pulse Stocks News ETF News Crypto News My Top Cybersecurity Pick for 2025 Rose 37%. Is It Still a Buy in 2026? By Keithen Drury | January 29, 2026, 7:45 AM Share CRWD -4.48% Crowdstrike Holdings Inc Key Points CrowdStrike deploys AI to have a more robust cybersecurity platform. CrowdStrike's stock was still recovering in 2025 from the outage in 2024. These 10 stocks could mint the next wave of millionaires › Cybersecurity isn't talked about as much nowadays. Before 2023, cybersecurity was a top investment sector, and many were bullish on various companies in the space. However, with the rise of artificial intelligence, it fell in popularity. This makes the segment a great opportunity for investors to get some fantastic companies at a slightly lower price than they would have been able to a few years ago. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Last year, I picked CrowdStrike (NASDAQ: CRWD) as my top cybersecurity stock for 2025. That turned out to be an excellent call, and the stock rose 37% for the year. But can CrowdStrike deliver similar returns in 2026? Let's find out. Image source: Getty Images. CrowdStrike deploys AI in its platform CrowdStrike isn't completely separated from AI, as it uses AI in its software to detect threats and shut them down before any damage is done. With the rise of bad actors bolstered by AI capabilities, the need for top-of-the-line cybersecurity software has never been greater. This has led to outstanding growth from CrowdStrike over the past few years. CRWD Revenue (Quarterly YoY Growth) data by YCharts The strength is also expected to extend into next year, with Wall Street analysts projecting 22% growth for FY 2027 (ending January 2027). Management is bullish on the industry as a whole, as they believe there is a $140 billion total addressable market in cybersecurity currently, but that will expand to $300 billion by 2030. That's a huge expansion, and with CrowdStrike recognized as one of the leaders in the industry, it should be able to capitalize on that growth. Still, CrowdStrike's revenue is growing much more slowly than its stock price rose in 2025, which raises a red flag for me. Valuation is a key concern here, but is it too expensive to buy? CrowdStrike was still recovering from an outage in 2025 Back in July 2024, CrowdStrike's software pushed an update that caused an outage and disrupted business all around the world. CrowdStrike's stock got slammed for that, but it has since recovered and reached an all-time high. That was part of the reason CrowdStrike's stock did so well in 2025, as its valuation level was still recovering to normal levels. CRWD PS Ratio data by YCharts At 25 times sales, CrowdStrike's stock still isn't anything close to cheap. At the very least, I like to see software stocks growing their revenue at a higher level than the price-to-sales ratio. CrowdStrike doesn't meet this test, so I'm concerned about its potential. I still think CrowdStrike will beat the market in 2026, but it won't have a year like 2025. I think mid-teens appreciation is likely in the cards, which is normally good enough to outperform the market. As a result, the stock may be a solid long-term buy right now. Don’t miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $488,969!* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $49,133!* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $461,527!* Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks » *Stock Advisor returns as of January 29, 2026. Keithen Drury has positions in CrowdStrike. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy. Mentioned In This Article CRWD -4.48% Crowdstrike Holdings Inc Latest News Mar-19 CrowdStrike, AWS, and NVIDIA Announce Startup Accelerator Finalists Ahead of RSAC 2026; Robert Herjavec Joins as Celebrity Judge CRWD Business Wire Mar-18 CrowdStrike Achieves FedRAMP High Authorization for Federal XIoT and OT Security CRWD Business Wire Mar-18 CrowdStrike Expands GovCloud Offerings to Advance National Cybersecurity with Speed and Control CRWD Business Wire Mar-17 'The Miami Cab Driver Is Bearish on Software Stocks': Why You Should Buy the Dip in These 5 Oversold Names Now CRWD Barchart Mar-17 Stock Indexes Advance as Chip Makers and Travel Stocks Rally CRWD Barchart Mar-17 Software ETF rises, adding to big rebound so far in March CRWD MarketWatch Mar-17 These software stocks have turned things around and outperformed since the Iran conflict began CRWD MarketWatch Mar-17 Stocks Climb on Strength in Chip and Travel Stocks CRWD Barchart Mar-17 Stocks Supported by Lower Bond Yields CRWD Barchart Mar-17 CrowdStrike and Nebius Partner to Unify Security Across the Next Generation of AI Cloud Infrastructure CRWD Business Wire Mar-17 World Wide Technology and CrowdStrike Launch Securing AI Lab Within WWT's AI Proving Ground CRWD Business Wire Mar-17 EY Selects CrowdStrike to Power Its Agentic SOC Services, Accelerated by NVIDIA AI CRWD Business Wire Mar-16 CrowdStrike Unveils Secure-by-Design AI Blueprint for AI Agents Built with NVIDIA CRWD Business Wire Mar-16 Okta CEO: AI is moving so quickly, companies must change 40% of what they are doing every year CRWD Yahoo Finance Mar-16 When not to buy the dip on AI, software stocks: Strategist CRWD Yahoo Finance Video Affiliate • Advertise • Careers • Contact • Blog • Help • Privacy • Follow us on X • Do Not Sell My Personal Information Do Not Sell My Personal Information Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 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