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
−2.7%% in uptrend
62%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 |
$250.4 | −4.10% | −5.9% | +23.6% | +113.7% | −10.2% | 2026-12-01 | |
| PANW Palo Alto Networks |
Network, cloud and identity security platform | NASDAQ US |
$365.9 | −3.86% | −7.7% | +5.4% | +98.6% | −12.9% | 2026-11-19 | |
| ZS Zscaler |
Zero-trust security for AI traffic | NASDAQ US |
$237.8 | −4.03% | +19.6% | +54.0% | +5.7% | −29.3% | 2026-11-24 | |
| FTNT Fortinet |
Firewalls and secure networking | NASDAQ US |
$136.1 | −2.17% | −23.9% | −16.6% | +71.4% | −30.1% | 2026-10-28 | |
| NET Cloudflare |
Edge network, AI inference and bot defence | NYSE US |
$280.7 | −9.54% | −20.0% | −0.7% | +42.4% | −22.2% | 2026-11-05 | |
| S SentinelOne |
AI-native endpoint security | NYSE US |
$25.15 | −2.18% | +1.9% | +25.4% | +67.7% | −4.3% | — | |
| OKTA Okta |
Identity for people and AI agents | NASDAQ US |
$208.2 | −6.14% | −2.1% | +47.1% | +140.8% | −10.3% | 2026-12-01 | |
| CHKP Check Point Software |
Network and cloud security | NASDAQ Israel |
$152.1 | −0.91% | +16.4% | +23.7% | −18.0% | −25.6% | 2026-11-02 |
Recent headlines
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