Cybersecurity threats continue to rise, and companies across sectors expect to increase spending on defensive measures to prevent or reduce damage from such attacks in the future. According to a recent study conducted on more than 1,000 executives in various industries by Deloitte57% of respondents expect their companies to increase spending on cybersecurity over the next year or two.
Some companies in the cybersecurity industry have already benefited from this active focus on their services. First Trust Cybersecurity Corporation on the Nasdaq Stock Exchange Nasdaq: Sabera benchmark for the broader industry, is up more than 28% in the past year. But several companies in particular deserve special attention from investors as the new year approaches.
RBRK: Climbing revenues, the path to cash positivity
Rubric stock forecast today
$60.59
-6.25% downsideHe buys
Based on 19 analyst reviews
| High expectations | $76.00 |
|---|---|
| Average expectations | $60.59 |
| Low expectations | $40.00 |
Rubrik stock forecast details
The market cap of Rubrik Inc. is 9.5 billion US dollars. New York Stock Exchange: RBRC It is one of the small cybersecurity companies with a national presence. The company’s platform, which uses generative artificial intelligence as well as other standard cybersecurity tools, helped Rubric earn the title of best player in the world. Best Entrepreneurship Company Award 2024 By the Harvard Business School Association of Northern California.
The company joins the ranks of previous winners, including: Nvidia company Nasdaq: NVDAApple Inc Nasdaq: AppleAnd many other technology giants. However, Rubrik is usually overlooked by investors, as it represents only RBRK stock 0.7% of the Commercial International Bank’s portfolio As of December 3, 2024.
Things appear to be changing, as Rubrik recently gained attention due to its strong revenue growth, sending shares up 45% in the month leading up to December 5, 2024. Despite this rapid rise in stock prices, Rubrik’s price to price remains The turnover ratio is competitive at 15.5.
Investors who are optimistic about the company’s path toward cash flow positivity will be encouraged by its latest earnings results, delivered on December 5, in which the company boosted its full-year revenue guidance. It now expects its revenues to reach $862 million for this year. Rubrik also narrowed its expected adjusted loss for the year.
Rubrik is rated a Strong Buy based on Wall Street analyst ratings, with 18 analysts giving a Buy rating and one Hold rating. Several analysts increased their price targets for RBRK stock in the last two weeks of November, indicating a generally bullish outlook for the company’s stock price.
Gen: A leader in consumer cybersecurity
Public digital stock forecast today
$0.00
-100.00% ConsStrong buy
Based on 3 analyst ratings
| High expectations | $0.00 |
|---|---|
| Average expectations | $0.00 |
| Low expectations | $10,000,000.00 |
General digital stock forecast details
Gen Digital Company Nasdaq: Gen It is twice the size of Rubrik, but is still a relatively smaller player in the world of cybersecurity. With its origins at Symantec, Gen Digital’s most popular products include individual cybersecurity software elements under the Norton and Avast brands, among other lines. It also provides identity protection services and virtual private network solutions.
The general was strong Second quarter of fiscal year 2025with year-over-year increases in revenue, profits, operating margin, operating cash flow, and more. The company reported a 13% improvement in diluted EPS and operating cash flow of $158 million, 25% higher than the same quarter a year earlier.
The company is also optimistic about future growth, with executives anticipating a 4% to 5% growth rate in bookings throughout the rest of the fiscal year. Although GEN shares are up about 41% in the year ending December 4, 2024, the company has a low price-to-sales ratio of just 5.1, suggesting it may still be undervalued.
FTNT: Prospects for stability and growth
Fortinet stock forecast today
$88.93
-10.36% downsideHe catches
Based on 33 analyst ratings
| High expectations | $111.00 |
|---|---|
| Average expectations | $88.93 |
| Low expectations | $65.00 |
Fortinet stock forecast details
Fortinet Corporation Nasdaq: Fascinated It is the largest cybersecurity company on this list, but it has room to grow as well. Fortinet executives recently increased the company’s 2025 guidance and now expect revenue to rise 12% for the full year. Unlike Rubrik, Fortinet has already generated positive cash flow. This has allowed the company to pay down debt and even participate in an aggressive stock buyback program in recent months.
As of December 5, analysts remain split in their ratings for FTNT stock. About 40% indicate the stock is a buy, while 58% rate it as a hold. However, it is worth noting that many of these ratings predate the company’s earnings report on November 7, which was viewed very favorably by the market (in fact, FTNT shares were up 26% in the month leading up to December 5).
So it is possible that sentiment is more positive than these ratings allow and that some analysts have not yet revised their official ratings. Overall, this makes Fortinet a strong contender as a buy-and-hold stock for 2025.
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