Cybersecurity stocks CrowdStrike, Fortinet, and Palo Alto Networks have surged between 118% and 142% in 2026, far outpacing sector and market benchmarks. CrowdStrike reported a record quarter with strong AI-driven demand and raised growth guidance, highlighting the sector's growth potential. However, the sharp rally raises concerns about whether to lock in profits or hold for further gains, as any quarter that only meets expectations could impact stock prices. Investors are advised to manage risk by adjusting positions gradually amid this volatile rally.
As of Oct 13, 2026 02:11 WIB, CrowdStrike trades at USD 263.05 on Pluang, down 4.36% in the last day, while Fortinet is priced at USD 192.40 with a 1.21% decline. Despite the recent pullback, Pluang users show strong buying interest, with Fortinet order activity at 82% Buy and CrowdStrike at 59% Buy. CrowdStrike's market cap stands at $281.62 billion, highlighting its significant presence in the technology sector.
Cybersecurity sales pipelines reached their highest level in 11 quarters, with no resellers reporting declines in Q3, according to a Jefferies survey of 25 value-added resellers. Pipeline growth averaged 5.6%, up from 3.9% in Q2, and the expected mar...
Zscaler's shares rose 6% after reaffirming its full-year revenue forecast of $3.91-$3.94 billion and announcing a collaboration with IBM and Red Hat to protect private applications during vulnerability windows. This news boosted the entire cybersecur...
Sensitive Lockheed Martin F-35 stealth fighter parts coated with radar-absorbing material went missing during UPS transit, prompting Pentagon and State Department investigations amid fears China could access stealth technology. The shipment was mista...
