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
−9.0%% in uptrend
12%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 |
$229.9 | +0.35% | −7.8% | +6.0% | +96.2% | −17.6% | 2026-12-01 | |
| PANW Palo Alto Networks |
Network, cloud and identity security platform | NASDAQ US |
$322.7 | −3.53% | −14.0% | −16.0% | +75.2% | −23.2% | 2026-11-18 | |
| ZS Zscaler |
Zero-trust security for AI traffic | NASDAQ US |
$193.2 | −0.30% | −12.5% | +5.2% | −14.1% | −39.1% | 2026-12-02 | |
| FTNT Fortinet |
Firewalls and secure networking | NASDAQ US |
$129.5 | +1.12% | −29.6% | −19.0% | +63.1% | −33.5% | 2026-10-28 | |
| NET Cloudflare |
Edge network, AI inference and bot defence | NYSE US |
$318.5 | +1.11% | −1.8% | +0.9% | +61.5% | −11.8% | 2026-11-05 | |
| S SentinelOne |
AI-native endpoint security | NYSE US |
$22.29 | −6.27% | −2.3% | −3.5% | +48.6% | −15.2% | 2026-12-03 | |
| OKTA Okta |
Identity for people and AI agents | NASDAQ US |
$182.5 | +0.16% | −13.9% | +23.8% | +111.1% | −21.4% | 2026-12-01 | |
| CHKP Check Point Software |
Network and cloud security | NASDAQ Israel |
$147.5 | +0.62% | +10.0% | +12.0% | −20.5% | −27.1% | 2026-11-02 |
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