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The Motley Fool

Cybersecurity Stocks With Serious Long-Term Wealth-Building Potential

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Cybersecurity Stocks With Serious Long-Term Wealth-Building Potential
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xCruzo Brief

Cybersecurity spending is climbing as companies increasingly deploy AI systems, creating more digital “attack surfaces” to defend. Gartner estimates global information security spend will reach about $244 billion in 2026, with AI cybersecurity nearly doubling from $25.9 billion in 2025 to $51.3 billion in 2026. Two companies highlighted as well positioned to capture that growth are CrowdStrike and Palo Alto Networks. CrowdStrike’s Falcon platform now includes 34 cloud-based security modules, and 51% of subscription customers use at least six modules. In fiscal 2027 Q2, CrowdStrike reported $1.47 billion revenue (+26% YoY), record $333 million new ARR, and $377 million free cash flow. The company also targets AI agents with Falcon Guardian and an Agentic Identity Provider.

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