Inflation worries linked to President Trump's tariffs and the Iran war are back on center stage, and higher prices often push organisations to tighten digital defences rather than cut them. Cybercrime does not slow just because borrowing costs rise. That mix creates a focused hunt for resilient cybersecurity stocks. This article highlights three companies from a quality-focused cybersecurity screener with market caps above $100m.
The three stocks below are just a small sample, and the full cybersecurity screen surfaced 31 more companies with equally compelling narratives that are not covered here. To identify your own high-conviction ideas, head straight into the Cybersecurity screener to filter, analyze, and focus on the cybersecurity setups that match your risk and return preferences.
Netskope (NTSK)
Overview:Netskope is a cybersecurity specialist whose Netskope One cloud platform secures data, users, apps, and AI activity with zero trust controls.
Operations:Netskope generates about US$802.6 million from internet software and services, with revenue spread across the United States, EMEA, Asia Pacific and Japan, and the rest of the Americas.
Market Cap:US$10.8b
Netskope matters for this cybersecurity screen because its Netskope One platform directly targets the core problem you care about: keeping sensitive data and AI driven workloads safe as work shifts into the cloud.
"Growing use of generative and agentic AI, along with rising data volumes outside traditional perimeters, is creating demand for granular AI and data protection controls, which can support cross sell of Netskope One products and lift net retention rate and ARR per customer."
For investors, what happens when one key assumption about how efficiently Netskope can turn that demand into sustainable profitability finally gets tested will matter a lot.
As that profitability question comes into focus, read the full narrative for Netskope to see how Netskope's AI data controls, cash needs, and competition really fit together.
CrowdStrike Holdings (CRWD)
Overview:CrowdStrike Holdings delivers cloud based cybersecurity through its Falcon platform, protecting endpoints, cloud workloads, identities, data, and AI activity for global enterprises.
Operations:CrowdStrike generates about US$5.4b from security software and services, with most sales in the United States and the rest across EMEA and Asia Pacific.
Market Cap:US$275b
CrowdStrike Holdings matters in this cybersecurity screen because Falcon is built to be a single security layer across devices, clouds, identities, and now AI agents.
"The introduction of Falcon Flex, a subscription model that accelerates module adoption and simplifies procurement, is increasing customer commitment and lengthening customer relationships. This may lead to increased future revenue and improved net margins due to larger, bundled sales."
What happens to CrowdStrike's margins and growth expectations if one assumption about how deeply customers consolidate spending onto Falcon eventually breaks?
That consolidation risk is exactly why it pays to read the full narrative for CrowdStrike Holdings to understand how CrowdStrike Holdings balances stickier contracts with concentration and pricing power trade offs.
Tyler Technologies (TYL)
Overview:Tyler Technologies provides software and technology management solutions that help U.S. public-sector agencies run core operations and secure critical digital systems.
Operations:Tyler Technologies generates about US$1.8b from Enterprise Software and US$621 million from Platform Technologies, almost entirely in the United States.
Market Cap:US$15.5b
Tyler Technologies matters for this cybersecurity screen because its Platform Technologies suite gives governments purpose built tools to secure cloud workloads, control access, and protect sensitive civic data.
"a largely complete SaaS cloud transition that is converting a high-gross-margin subscription base from flat to accelerating, with ARR already at $2.06B and growing 11% annually"
What happens to that earnings power if one quiet pressure on how efficiently those public sector security platforms scale starts to shift?
If that quiet pressure is on your radar, read the full narrative for Tyler Technologies to understand how Tyler Technologies' public-sector footing could help turn steady demand into accelerating compounding potential.
Seeking Fresh Alternatives Beyond Cybersecurity?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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