Cybersecurity Stocks: Endpoint, Cloud, Identity & Network

Okta is an identity and access management (IAM) company providing single sign-on, multi-factor authentication, and identity governance for workforce and customer use cases. Its cloud platform secures access to applications and APIs, and the company has expanded into identity threat protection and privileged and machine-identity security.

Zscaler is a cloud security company built on zero-trust principles. Its Zero Trust Exchange inspects internet and private-application traffic to secure users, workloads, and devices without traditional network perimeters, and it has expanded into data protection, segmentation, and AI-driven security operations within a SASE framework.

Rubrik provides data security and cyber resilience software, with backup, recovery, and ransomware-detection tools that help organizations restore data after attacks. Its Rubrik Security Cloud spans on-premises, cloud, and SaaS environments, and the company has expanded into AI-data security and identity-recovery capabilities.

Gen Digital is a consumer cybersecurity company that owns the Norton, Avast, AVG, Avira, and LifeLock brands. Its products include antivirus, VPN, identity-theft protection, and privacy tools for individuals and families, and it has added financial-wellness and scam-protection features using AI-based threat detection.

Check Point is a network and platform security vendor whose products include firewalls, threat prevention, and cloud security. Its Infinity architecture and Quantum gateways protect enterprise networks, endpoints, and cloud workloads, and the company has added AI-driven threat-prevention and security-management capabilities across its portfolio.

SailPoint builds identity security and identity governance software that manages who can access enterprise applications and data. Its platform automates access provisioning, certification, and risk detection across human, machine, and AI-agent identities. SailPoint returned to public markets in 2025 as a pure-play identity vendor.

SentinelOne is an AI-driven endpoint and extended-detection-and-response (XDR) company. Its Singularity platform uses behavioral AI for autonomous endpoint, cloud, and identity protection, and the company has added data and AI-security capabilities along with agentic security-operations features for automated threat response.

Varonis provides data security and data-security-posture-management (DSPM) software. Its platform discovers, classifies, and monitors sensitive data across on-premises and cloud stores, detecting insider threats and abnormal access, and the company has shifted to a SaaS model with automated, AI-assisted data protection.

Qualys provides cloud-based vulnerability management, compliance, and attack-surface tools. Its platform scans IT, cloud, and container environments for vulnerabilities and misconfigurations, and its products (including VMDR and TruRisk) help organizations prioritize and remediate exposures across their infrastructure.

Tenable is an exposure-management and vulnerability-management company whose Nessus scanner is widely used to identify vulnerabilities. Its platform extends across IT, cloud, operational-technology, and identity environments, helping organizations find, prioritize, and reduce cyber exposure across their attack surface.

Rapid7 provides security analytics, vulnerability management, and detection-and-response software. Its Insight platform combines vulnerability assessment, SIEM, and managed detection and response, and the company has integrated cloud security and exposure management to help security teams find and remediate risk across hybrid environments.

Cloudflare operates a global network providing web performance and security services, including DDoS protection, web application firewall, zero-trust access, and email security. Security is core to its connectivity-cloud platform, which also includes developer, networking, and AI-inference services for websites and applications.

Akamai operates a global edge platform offering content delivery, cloud computing, and security. Its security segment has grown to include web application and API protection, bot management, and Guardicore microsegmentation, making cybersecurity a major and expanding part of the business alongside delivery and cloud infrastructure.

F5 provides application delivery and application/API security software and hardware. Its products secure and manage traffic for web and API workloads across data centers and multi-cloud environments, including web application firewalls, bot defense, and distributed cloud services, giving it strong application-security exposure alongside delivery and load balancing.

Netscout provides network performance monitoring and security products, including its Arbor line of distributed denial-of-service (DDoS) protection used by carriers and enterprises. Its Omnis platform combines deep packet inspection with threat detection, giving it meaningful network-security exposure alongside its observability business.

Radware provides application and network security plus application delivery products. It is known for DDoS mitigation, web application and API protection, and bot management delivered through on-premises appliances and cloud services, using behavior-based detection to defend enterprise and carrier networks.

OneSpan provides identity verification, multi-factor authentication, and anti-fraud software used heavily by banks and financial institutions. Its products secure digital transactions and agreements through strong authentication, e-signature, and document protection, placing it in the identity and fraud-prevention corner of cybersecurity.

Telos provides cybersecurity, cyber risk management, identity, and secure-networking products for government and commercial customers. Its Xacta platform supports security compliance and risk workflows, while its identity and secure-mobility offerings give it direct cybersecurity exposure, though the business remains tied heavily to government programs.

Alphabet, through Google Cloud, offers security products including Google Security Operations, Mandiant incident response and threat intelligence, Security Command Center, and Wiz cloud and AI security. Cybersecurity is a meaningful part of Google Cloud but a small share of Alphabet's overall advertising-driven business.

Microsoft operates a very large security business spanning Microsoft Defender, Entra identity, Purview data security, and Sentinel SIEM. These products protect endpoints, identities, cloud workloads, and email across the Microsoft ecosystem, representing a significant but still partial portion of its diversified software and cloud business.

Amazon, through AWS, provides cloud security services such as GuardDuty threat detection, Shield DDoS protection, WAF, and identity and access management. These services secure cloud workloads for AWS customers and represent a meaningful but supporting part of Amazon's diversified retail and cloud business.

Broadcom is a semiconductor and infrastructure-software company that owns the Symantec enterprise security business. Its security portfolio includes endpoint, network, web, and data-loss-prevention products for large enterprises, forming one segment within a company dominated by chips and other enterprise software.

Cisco is a networking company with a large security portfolio spanning firewalls, secure access, email and web security, and zero-trust products. Its 2024 acquisition of Splunk added SIEM and security analytics, expanding Cisco's security and observability footprint within its broader networking business.

IBM provides security software and services, including identity management, data security (Guardium), and security operations, plus consulting and managed security through its services arm and X-Force threat-intelligence team. Security is one part of IBM's diversified software, consulting, and infrastructure business.

Dynatrace provides observability and application-performance monitoring software with AI-driven analytics. Its platform includes an application-security module that detects and prioritizes vulnerabilities and threats in running applications, giving it meaningful but secondary cybersecurity exposure within a broader observability business.

Elastic develops the Elastic Search platform used for search, observability, and security. Elastic Security provides SIEM and endpoint capabilities for threat detection and response, representing one solution area within a broader data-search and analytics business that also powers AI and logging use cases.