Cybersecurity stocks on X

Cybersecurity stocks trending on X

Enterprise cyber defense as a 2026 software-rebound winner — endpoint and identity (CrowdStrike, SentinelOne, Okta), network and Zero Trust (Palo Alto, Zscaler, Fortinet, Cloudflare), and cyber recovery (Rubrik). AI is lifting both the attack surface and security budgets, and these are the names with the most chatter on X right now.

Cybersecurity stocks trending on X

Top stocks by X chatter

ServiceNow, Inc.$NOW

Software - Application

$103.24-0.74%

1Y-46.2%

6,348 posts+17%

Bullish sentiment

ServiceNow is being framed as one of the highest-quality software businesses trading at a valuation the market has not seen in years, sitting near $100 and roughly 46% below its all-time high with July 22 earnings ahead. Bulls, including Oppenheimer with a raised $140 price target on Outperform, argue AI-disruption fears are overdone, that PEG is below 1, and that the platform, data moat and growing AI business support a re-rate. Posters actively add on the dip and rank the name among the top software beneficiaries alongside PLTR, DDOG and CRM. The bear thread is essentially a technical caution rather than a fundamental case.

Proven numbers

ServiceNow is the workflow-automation platform enterprises use to run IT and increasingly the non-IT side of the business. This year the AI-native positioning got questioned by the market, and the stock is going into July 22 earnings 32% off its year-to-date starting point. Why the setup is coiled: • Fundamentals are still best-in-class: 77% gross margin, 13% operating margin, and 4% free cash flow yield — meaning even after the drawdown, this is a real cash-generating business, just trading with a de-rated multiple. • The valuation reset is meaningful: 66x TTM P/E is cheap for ServiceNow by its own history — the stock spent most of the last five years above 80x — and consensus already models a doubling of EPS over the next two years. • Technicals are basing: sitting at 17% of the 52-week range but flat with the 50-day for weeks, with volume 17% below average — that's a tightening range going into earnings, not a distribution setup. • The check is the Agentforce-adjacent risk: the same AI-workflow narrative that hit Salesforce hits ServiceNow — customers reprioritizing agent projects would land on the Now Assist number the same way. July 22 earnings is the specific trigger. A number confirming Now Assist momentum plus subscription-revenue re-acceleration reopens the compounder trade; a soft AI-workflow read reads as another de-rating leg and the base breaks lower.

BlackBerry Limited$BB

Software - Infrastructure

$8.99-1.86%

1Y+124.2%

2,583 posts+32%

Mixed sentiment

BlackBerry chatter is a bullish fundamental thesis fighting a soggy chart. Longs highlight QNX in 250M+ vehicles, patents covering the full software-defined-vehicle middleware stack, adjusted EBITDA up 144% YoY, the first cash-positive Q1 in nine years, and a nascent Aramco Digital discussion out of the Canada-Saudi relationship. They repeatedly frame BB as the 'physical AI' toll booth. The bear side is price action: the stock has retraced almost 100% of a run to $13.59 back near $9.50, is repeatedly rejected at the upper Bollinger band, and lower-conviction holders are venting frustration. The divide is fundamentals versus tape.

Comeback attempt

BlackBerry is the once-consumer-phone brand that has become an automotive and industrial software business centered on QNX and cybersecurity. The current setup is a real turnaround story fighting a chart that has given back most of its recent gains. • The turnaround evidence is legitimate — adjusted EBITDA is up 144% year-on-year and Q1 was the company's first cash-positive quarter in nine years, both hard datapoints that support the reframe from legacy telecom to embedded software. • The QNX moat is the load-bearing story — footprint in more than 250 million vehicles plus patents covering the software-defined-vehicle middleware stack is a genuinely defensible position, and the Aramco Digital discussion out of the Canada-Saudi relationship is a specific new-revenue leg to watch. • The valuation is where the caution comes from — trailing P/E of about 104 and price-to-sales above 10 mean the multiple already prices a lot of the turnaround, and the free-cash-flow yield of only about 0.8% says cash generation has to keep improving to justify the level. • The tape is the honest counterweight — the stock has retraced almost 100% of the run to $13.59 back near $9.50 and keeps rejecting at the upper Bollinger band; lower-conviction holders venting frustration is the kind of positioning signal that comes right before either a base or a break. This turns constructive again once the next earnings shows QNX royalty and Cybersecurity ARR growing together and cash conversion improving — a clean beat plus a named enterprise customer in physical AI restarts the run; another mixed quarter with the tape rejecting $10-$11 again and the fundamentals-versus-tape divide resolves on the tape side.

Palo Alto Networks, Inc.$PANW

Software - Infrastructure

$358.68+1.32%

1Y+82.7%

2,421 posts+18%

Bullish sentiment

Palo Alto Networks catches a bid alongside CRWD and FTNT after IBM's profit warning cited client distraction over cybersecurity concerns. Tigress Financial reiterates Buy and raises its target to $430 from $245, citing the AI platform and CyberArk deal. PANW is also included in a long-term basket of ten stocks to own before 2030.

Proven numbers

Palo Alto Networks is the enterprise cybersecurity platform whose thesis rests on consolidating best-of-breed point tools into a single AI-native security stack. The last year has priced that story hard — the stock is up around 94% year-to-date — and the most recent leg is the CyberArk deal and a Tigress Financial target step-up. • The pricing action is what an accelerating leader looks like — up nearly 94% year-to-date and about 83% over twelve months, with the last leg confirmed by Tigress raising its target from $245 to $430 specifically on the AI-platform-plus-CyberArk combination. • The IBM read-across is a real tell — when IBM cited client distraction over cybersecurity as a profit-warning driver, PANW caught a bid alongside CrowdStrike and Fortinet; that's the market pricing cybersecurity as taking wallet share right as other enterprise-IT lines slip. • The mechanics only partly defend the level — gross margin around 72% and ROIC just under 2% (heavy reinvestment reads through in the ratio), while trailing P/E above 230 and price-to-sales above 17 mean the stock has essentially priced multi-year platform wins already. • The balance sheet is clean — debt-to-equity of about 0.07 with free-cash-flow yield near 2.3% — so this is not a leverage-driven multiple; the risk is not solvency, it is multiple compression if the CyberArk integration or the next platform-attach ratio disappoint. This trend continues as long as the next earnings shows the platformization attach ratio moving up on the CyberArk cross-sell and no meaningful ARR growth deceleration — a clean beat with those two pieces confirms the leader thesis; a soft attach quarter is what would break the parabolic move and rewind the multiple.

SentinelOne, Inc.$S

Software - Infrastructure

$19.57-0.31%

1Y+10.4%

2,370 posts+3%

Bullish sentiment

$S is split between SentinelOne the small-cap cyber name and Sonic Labs the crypto community. On the cyber side, a strategic-positioning post explicitly keeps $S in a small-cash portfolio through the ongoing weakness window as 'cyber small-cap with real tailwinds,' pairing it with software leaders. On the Sonic side, community-driven posts celebrate Navigator's #NAVIday distributing 7,100 $S in real yield, note a triangle breakout that is 'crawling while peers fly,' and highlight the Midnight Moth Rebase NFT collection and Base cross-chain incentives. The dominant tone across both threads is patient accumulation. There is essentially no substantive bear thread beyond one comment about the foundation needing to build backing to prevent projects from walking off with $S.

CrowdStrike Holdings, Inc.$CRWD

Software - Infrastructure

$203.08-0.33%

1Y+72.9%

2,074 posts+20%

Bullish sentiment

CrowdStrike's tape is a rotation into cybersecurity: IBM's profit warning that clients are distracted by evolving cyber concerns triggered a coordinated rally in CRWD, PANW and FTNT, and BTIG raised its CrowdStrike price target to $237 from $191, calling the demand environment positive with AI as a tailwind and strong feedback on emerging products. Technicals show a higher-low structure with a rising 21-DMA reclaim, and posters describe CRWD as the liquid leader in cyber. Skepticism is minor and mostly cautions against chasing the move at recent highs. The dominant framing is 'if the cyber leader does not work, nothing in tech does.'

Cloudflare, Inc.$NET

Software - Infrastructure

$277.61+1.89%

1Y+45.2%

1,481 posts-6%

Bullish sentiment

Cloudflare is one of the cleanest technical breakouts in the sample. Mizuho raised its Cloudflare price target to $310 from $260 (Outperform), and posters flag a multi-month breakout holding above $262, a weekly cup-and-handle retest processing toward $255-$260 and then $295, relative strength through the software rotation, and a new all-time high in the tape. Bulls frame NET as 'primed, finally catching up with the security names' alongside CRWD and PANW, with $300 next. The AI-at-the-edge thesis is emphasized: Cloudflare's global network delivering and securing apps, now running AI at the edge to reduce datacenter dependence. Post-Quantum authentication signaling is also cited. There is no substantive bear thread in the sample.

Cisco Systems, Inc.$CSCO

Communication Equipment

$111.94+2.08%

1Y+63.9%

1,344 posts+36%

Mixed sentiment

Cisco is a divided technical setup. Bulls flag a bull-flag on structure/sector/sentiment confluences, positioning near the 50DMA, respecting the bottom trend-line, and healthy weekly structure after an explosive advance two months ago that has consolidated along the upper Gann arc. Options positioning includes a $479k print on $CSCO 7/24 118 calls at $3.20 and $130s speculation for next week EOD. Bears counter with a widely-shared reminder that Cisco took 25 years to make investors whole after the dot-com bubble - now being compared side-by-side with IBM and used as the analog for skepticism on NVDA. The mid-day tape showed CSCO down 4.8% on a broadly flat market, and one long-put winner post shows tactical trader positioning against the setup.

Zscaler, Inc.$ZS

Software - Infrastructure

$149.94+2.40%

1Y-47.6%

1,223 posts-2%

Bullish sentiment

After a 40% year-to-date pullback Zscaler trades at roughly 35.6x forward P/E while delivering 20-25% annual growth, and traders describe a picture-perfect 5-wave impulse followed by an ABC correction near a potential bottom. Early July procurement updates locked in zero-trust renewal and expansion contracts with the US Department of Defense, driving a 6-day win streak on the AI security tape.

Okta, Inc.$OKTA

Software - Infrastructure

$149.35+1.09%

1Y+62.2%

1,078 posts+1%

Bullish sentiment

Okta is one of the standout Stage-1-to-Stage-2 breakouts in the sample. KeyBanc reiterated Overweight and raised its price target to $175 from $130, citing market leadership, platform breadth, product innovation, and go-to-market execution. The stock was one of the biggest 52-week high breakouts of the day at +11%, alongside CRWD +12% and TENB +9% as cybersecurity leaders. Chart-focused posts describe OKTA as a big base entering Stage 2 with the earnings-report gap held up perfectly and constructive volume patterns. A previously bearish poster admitted OKTA 'laughed me off' after a bearish engulfing candle two days earlier. A few 'let it ride' trimmers took some profits at higher levels. There is no substantive bear thread in the sample.

Fortinet, Inc.$FTNT

Software - Infrastructure

$161.61+0.52%

1Y+54.0%

1,068 posts+21%

Bullish sentiment

Fortinet is one of the fresh 52-week high names in the cybersecurity rotation triggered by IBM's profit warning that clients are being distracted by rapidly-evolving industry-wide cybersecurity concerns. Bulls emphasize FTNT alongside CRWD and PANW as the software-infrastructure winners of the week, note beautiful full-timeframe continuity to the upside on the daily chart, and see relative-strength leadership among OKTA, CRWD and FTNT specifically. FTNT sits on lists of stocks hitting new record highs today alongside UBS, MET, NET, EA, UNP, VIRT and RY - broad-based fresh-highs strength. The main critical thread is that yet another Fortinet CVE has triggered a panic cycle - the moat is described as 'the multi-year nightmare of replacing FortiASIC hardware' rather than perfect code. Sentiment is dominantly constructive.

Fastly, Inc.$FSLY

Software - Application

$20.72+1.97%

1Y+202.5%

863 posts+33%

Bullish sentiment

Fastly is described as forming a double bottom near $17-$17.50 with a $20 neckline resistance to break, and login-activity trackers show YoY growth of +27.5% with a user mix shifting toward larger enterprise accounts. Traders group FSLY with AKAM and DOCN as edge-AI darlings, and cybersecurity peers add tape support.

Gorilla Technology Group Inc.$GRRR

Software - Infrastructure

$12.04+4.88%

1Y-40.3%

600 posts+58%

Mixed sentiment

Gorilla Technology fell roughly 27-29% after announcing a $125M convertible note offering with a $25.48 conversion price to fund the NeutraDC Batam AI data-center project in Indonesia. Bulls argue this is financing acceleration rather than distress: the company has secured multi-billion-dollar contracts, projected revenue near $250M, and short interest sits at 3.86M shares as of June 30. They set a buy zone of $12-16 and a $37.50 price target and cite Q2 earnings as the near-term catalyst. Skeptics counter that this is the second convert in six weeks and that the market rightly punishes serial dilution to fund equity portions of deployments; a $12 break would open $9.80 as the next support.

Accenture plc$ACN

Information Technology Services

$143.57-0.72%

1Y-49.2%

554 posts+14%

Mixed sentiment

Accenture chatter is mixed. Post-Advana rebrand, ACN was selected for $821M War Data Platform integration deal - bullish. Community adds ACN to public portfolios due to recent price drop, strong dividend yield, and low payout ratio. Bears note ACN was -33.5% in June (3rd-worst S&P 500 stock) and IT-service names ($ACN, $CTSH, $IT) recently cut earnings/guidance. Tata Consultancy also missed. Sentiment cautiously bullish on the value setup.

Rubrik, Inc.$RBRKStrong Fundamentals

Software - Infrastructure

$78.97-1.06%

1Y-9.2%

425 posts+16%

Mixed sentiment

Rubrik is being talked about as a positioning question inside an otherwise strong cybersecurity theme. The immediate negative is a -9.5% down day on insider selling: Ravi Mhatre sold 3,979 shares at an average $83.10 (~$330,655) on an open-market transaction rather than a 10b5-1 plan, which posters read as concerning. Bulls note RBRK is quickly becoming one of the biggest names in cybersecurity as data resilience becomes as important as prevention, and that RBRK is one of the software leaders long alongside CRWD and NET even in an AI-eats-cyber narrative. One trimmer took the bulk of a position off at $87-89 and would consider adding below $75. There is also a running joke about RBRK now being 'considered an AI Capex stock.' The setup is genuinely two-sided into the next tape confirmation.

Akamai Technologies, Inc.$AKAM

Software - Infrastructure

$120.19+1.16%

1Y+54.2%

385 posts+17%

Bullish sentiment

Akamai chatter is bullish breakout. AKAM cleared the descending channel closing at $126.57 on strong volume, breaking the 9/21 EMAs and 55 SMA at $128; next targets $130 fib then $136. Over $700k of far-OTM $150 January 2028 leap calls. Bulls describe AKAM as uniquely positioned for edge AI compute plus Agentic AI security. NVDA partnership news is driving the tape. 2 big analyst upgrades with $170 PT and technical buy signal. Community groups AKAM with FSLY/DOCN as Edge AI darlings. Community broadly long.

Tenable Holdings, Inc.$TENB

Software - Infrastructure

$39.88+0.28%

1Y+19.8%

379 posts+30%

Bullish sentiment

Tenable chatter emphasizes the stock up nearly 50% in less than two weeks with the September $30 calls up roughly +350%, up over 70% off the lows while AI names hogged attention, and TENB positioned alongside QLYS and RBRK as leaders in the software-infrastructure subgroup. Rep. Ro Khanna disclosed roughly $500K of TENB purchases between April 2025-Feb 2026, with a Tenable x OpenAI deal cited as an intriguing setup.

Check Point Software Technologies Ltd.$CHKPRising on

Software - Infrastructure

$137.1+0.43%

1Y-37.0%

308 posts+50%

PendingInsufficient posts on X for reliable sentiment analysis.

SailPoint, Inc.$SAIL

Software - Infrastructure

$15.68-1.13%

1Y-23.3%

274 posts+10%

PendingInsufficient posts on X for reliable sentiment analysis.

CACI International Inc$CACI

Information Technology Services

$461.56-0.28%

1Y-3.8%

124 posts+8%

PendingInsufficient posts on X for reliable sentiment analysis.

Elastic N.V.$ESTC

Software - Application

$61.59-0.84%

1Y-28.6%

116 posts-33%

Bullish sentiment

Elastic chatter is heavy on options buying with traders flagging $ESTC 7/17 $80 calls being bought at $0.80-0.95 across multiple posts as a 'high confidence swing'. The chart is described as breaking out with traders targeting $70+. Tone is uniformly long; sample is small but consistent.

Qualys, Inc.$QLYSStrong Fundamentals

Software - Infrastructure

$159.43+1.19%

1Y+14.2%

103 posts+12%

PendingInsufficient posts on X for reliable sentiment analysis.

L3Harris Technologies, Inc.$LHX

Aerospace & Defense

$282.01-0.85%

1Y+6.2%

70 posts+15%

Bullish sentiment

L3Harris chatter is being driven by a specific political-trade signal. Rep. Richard McCormick (Doctor and Marine pilot, who sits on the House Armed Services Committee including the Subcommittee on Tactical Land and Air Forces) filed a purchase of up to $30k of $LHX, described as a highly-informed transaction - and it is not McCormick's first LHX buy. He also loaded up in December 2025 right before the stock ran +36% at peak. Additional support: LHX was awarded a $150M contract in April 2026 from the US government. Bulls flag L3Harris making the case for Team Lynx/XM30 through Rheinmetall's partner coalition as a real prime-level campaign. LHX is being cross-referenced as the best eVTOL defense partner. Sentiment is uniformly constructive around the political-trade tail.

Arqit Quantum Inc.$ARQQ

Software - Infrastructure

$17.42+5.38%

1Y-58.6%

51 posts-39%

Bullish sentiment

Arqit Quantum chatter is emphatically bullish. Community frames ARQQ as bottoming with strong support at prior resistance zone (classic bullish flip). Almost no shares available to borrow with $60 PT and Buy rating - squeeze setup. Intel partnered with ARQQ and integrated ARQQ hardware/software as their quantum-encryption/PQC solution - a major validation from a $540B market cap partner. QTUM ETF largest holdings are HQ and ARQQ. Community broadly long into PQC-encryption thesis. Targets $30+ imminent.

WidePoint Corporation$WYY

Information Technology Services

$11.66-4.58%

1Y+262.1%

29 posts-63%

Bullish sentiment

Widepoint Corporation posted +492% in 14 months for one community member. WYY's SaaS acceleration continues as one of the highest-margin businesses. Some insider selling noise but the operational trajectory is positive. Bear voices essentially absent.