Cybersecurity Stocks Are Soaring, but This One Might Still be a Bargain

AI-driven cyberattacks are prompting organizations to prioritize cybersecurity, boosting demand for exposure management solutions. Tenable, which specializes in vulnerability identification and AI-powered exposure management through its Tenable One platform, has gained 48.6% year-to-date but trades at a P/S ratio of 3.9—significantly cheaper than rivals like CrowdStrike, Palo Alto Networks, and Zscaler. The company is improving profitability while maintaining modest 8.6% revenue growth, positioning it as a potential bargain in the expanding cybersecurity market.

10/02/2026, 11:15 AM • The Motley Fool

Why This Cybersecurity Stock Belongs in Every Millionaire-in-the-Making Portfolio

CrowdStrike is highlighted as a premier cybersecurity stock positioned to outpace the industry's expected 13.8% annual growth rate. The company reported 26% year-over-year revenue growth to $1.47 billion and $5.84 billion in annual recurring revenue. However, the stock trades at a premium valuation of 43x projected revenue, which could limit short-term upside and increase volatility risk.

09/30/2026, 12:28 PM • The Motley Fool

Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.

While Nvidia and semiconductor stocks dominated the AI boom, software and cybersecurity stocks are emerging as the next phase winners. The iShares Expanded Tech-Software Sector ETF (IGV) has gained 15% this quarter as investors shift focus from AI infrastructure buildout to security concerns and concrete results. A potential slowdown in AI development could further benefit software companies that were previously threatened by AI disruption.

09/21/2026, 5:15 AM • The Motley Fool

Why Zscaler Stock Rocketed Higher This Week

Zscaler stock surged 20.7% this week after Bernstein raised its price target to $298 from $224, citing growing positive sentiment in the cybersecurity sector. The stock is trading at a discount to its historical valuation (25.8x operating cash flow vs. 5-year average of 47.6x), though Wedbush recently lowered its target to $215.

09/18/2026, 4:23 PM • The Motley Fool

SASE OpsLab Ltd Melantik Veteran Keselamatan, Siber Franck Burtin sebagai Ketua Pegawai Hasil untuk Menerajui Pengembangan Automasi SASE Global

SASE OpsLab Ltd, a software-driven SASE automation and orchestration platform company based in London, announced the appointment of Franck Burtin as Chief Revenue Officer. With over 30 years of IT and cybersecurity experience, Burtin will lead global commercial expansion, accelerate adoption of the OpsKit catalog, and drive sales strategy in major international markets. The appointment comes as enterprises transitioning to cloud-based SASE infrastructure face increasing operational complexity.

09/10/2026, 11:00 AM • GlobeNewswire

Zscaler to Present at Upcoming Investor Conferences

Zscaler announced that its management team will present at two major investor conferences on September 9, 2026. CFO Kevin Rubin will speak at the Goldman Sachs Communacopia + Technology Conference in San Francisco, while CEO Jay Chaudhry will present at the Citi 2026 Global TMT Conference in New York. Webcasts of the sessions will be available on Zscaler's Investor Relations website.

09/04/2026, 8:00 AM • GlobeNewswire

Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.

Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.

09/02/2026, 12:26 PM • The Motley Fool

Gigamon Appoints Grant Yacomeni as Chief Information Security Officer

Gigamon announced the appointment of Grant Yacomeni as Chief Information Security Officer. Yacomeni brings over a decade of cybersecurity and national security experience from the U.S. Department of Defense and Intelligence Community. The appointment reflects growing cyber risks in the Hybrid AI era, with 33% of organizations reporting AI/LLM systems targeted in breaches.

09/02/2026, 10:00 AM • GlobeNewswire

CrowdStrike Is One of My Largest Holdings and Trading Near Its All-Time High. Here's Why I'm Not Buying More Shares Right Now.

Despite CrowdStrike's strong business performance with record cash flows and 24% ARR growth, the author is avoiding buying more shares due to its expensive valuation of 44 times sales. While the company remains a long-term hold, the author believes better entry points will emerge and is deploying capital to more fairly valued stocks.

08/15/2026, 8:30 PM • The Motley Fool

Saviynt Exceeds $300 Million in ARR and Launches Zuma the Enterprise AI Identity Security Platform

Saviynt announced significant business momentum with over $300 million in annual recurring revenue, 80% booking growth, and 96% customer retention. The company launched Zuma, an AI-focused identity security platform designed to manage and govern AI agents and non-human identities across enterprises, addressing the growing security challenges posed by rapid AI adoption.

07/28/2026, 2:00 PM • GlobeNewswire

ZSCALER STOCKHOLDER ALERT: Bragar Eagel & Squire, P.C. is Investigating Zscaler, Inc. on Behalf of Zscaler Stockholders and Encourages Investors to Contact the Firm

Law firm Bragar Eagel & Squire is investigating Zscaler for potential securities law violations following the company's May 27, 2026 announcement of weaker-than-expected guidance and sales leadership disruptions. Despite beating quarterly expectations, the guidance miss and execution concerns triggered a 31.52% single-day stock decline, marking the steepest drop since the company's IPO.

07/14/2026, 7:18 PM • GlobeNewswire

5 Downgraded Stocks That May Reward Long-Term Investors

The article identifies five downgraded stocks that may present buying opportunities for long-term investors despite recent analyst downgrades. These stocks—Domino's Pizza, Lowe's Companies, Zscaler, ServiceNow, and Tractor Supply Company—have fallen sharply but maintain constructive analyst sentiment with significant upside potential. The downgrades reflect reset expectations rather than broken investment cases, with catalysts including earnings reports, housing market recovery, AI-driven business improvements, and new product rollouts.

07/07/2026, 11:24 AM • Investing

Should You Buy CrowdStrike After Its Recent Stock Split? The Answer Might Surprise You.

CrowdStrike executed a 4-for-1 stock split on July 1, reducing its share price from $767 to $194. While the company's Falcon platform shows strong growth with $5.5B in ARR (up 24% YoY) and its AI Detection and Response module experiencing 250% ARR growth, the stock trades at a record-high P/S ratio of 38.7. The analyst suggests investors adopt a long-term outlook, as current valuations likely limit near-term upside despite strong fundamentals and a potential $20B ARR target by 2036.

07/06/2026, 8:30 PM • The Motley Fool

CLASS ACTION INVESTIGATION: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Zscaler

Securities law firm Faruqi & Faruqi is investigating potential claims against Zscaler following the company's May 27, 2026 announcement of weaker-than-expected guidance and sales leadership disruptions. Despite beating quarterly expectations, Zscaler's stock plummeted 31.52% in a single day due to investor concerns about slowing growth, weakening customer expansion, and sales execution uncertainty.

07/05/2026, 8:29 AM • GlobeNewswire

The Invisible Layer Protecting the World's Biggest Companies

Zscaler CFO Kevin Rubin discusses the company's zero-trust security platform and its role in protecting organizations from cyber threats. The company targets $5 billion in annual recurring revenue, with growth drivers including zero-trust expansion across users, cloud, and branch networks, data security services, and emerging opportunities in agentic AI security. Rubin emphasizes that vulnerabilities are being identified at machine pace by frontier AI models, making Zscaler's approach of hiding applications behind its security cloud increasingly valuable. The company recently acquired Red Canary to enhance detection and response capabilities.

06/14/2026, 4:05 PM • The Motley Fool