JPMorgan Recommends Top Cybersecurity Stocks for End-of-Year Investment
PorAinvest
miércoles, 24 de septiembre de 2025, 2:59 pm ET1 min de lectura
SAIL--
Brian Essex, a J.P. Morgan analyst, notes that Varonis is well positioned to accelerate into 2026 due to its technology's relevance in the rising demand for data security. He expects Varonis' growth to potentially exceed 20% year-over-year in 2023, with consensus estimates reflecting 18% y/y growth [1].
Zscaler is also seen as one of the best positioned vendors to benefit from the acceleration of Zero Trust Network Access (ZTNA) and SASE demand, driven by cloud migration and architectural shifts. The company has improving fundamentals and is executing well, with sales productivity improving into CY26 [1].
SailPoint is highlighted for its strong execution and the high demand for identity security. The firm expects multiple levers for upside, including federal business, new product traction, large deal traction, and easier comparisons [1].
J.P. Morgan has added Varonis to its Analyst Focus List, reiterated its pick for Cellebrite (CLBT), and raised its price targets for Varonis, Cellebrite, JFrog (FROG), and Check Point Software (CHKP) [1].
VRNS--
ZS--
J.P. Morgan recommends Zscaler, Varonis, and SailPoint as top cybersecurity stocks to own into year-end. The firm cites high demand for SASE and Next Gen SIEM in the network security space.
J.P. Morgan has identified Zscaler (NASDAQ:ZS), Varonis (NASDAQ:VRNS), and SailPoint (NASDAQ:SAIL) as top cybersecurity stocks to own into the end of the year. The investment firm's analysts highlight the elevated demand for SASE (Secure Access Service Edge) and Next Gen SIEM (Security Information and Event Management) in the network security space [1].Brian Essex, a J.P. Morgan analyst, notes that Varonis is well positioned to accelerate into 2026 due to its technology's relevance in the rising demand for data security. He expects Varonis' growth to potentially exceed 20% year-over-year in 2023, with consensus estimates reflecting 18% y/y growth [1].
Zscaler is also seen as one of the best positioned vendors to benefit from the acceleration of Zero Trust Network Access (ZTNA) and SASE demand, driven by cloud migration and architectural shifts. The company has improving fundamentals and is executing well, with sales productivity improving into CY26 [1].
SailPoint is highlighted for its strong execution and the high demand for identity security. The firm expects multiple levers for upside, including federal business, new product traction, large deal traction, and easier comparisons [1].
J.P. Morgan has added Varonis to its Analyst Focus List, reiterated its pick for Cellebrite (CLBT), and raised its price targets for Varonis, Cellebrite, JFrog (FROG), and Check Point Software (CHKP) [1].
Divulgación editorial y transparencia de la IA: Ainvest News utiliza tecnología avanzada de Modelos de Lenguaje Largo (LLM) para sintetizar y analizar datos de mercado en tiempo real. Para garantizar los más altos estándares de integridad, cada artículo se somete a un riguroso proceso de verificación con participación humana.
Mientras la IA asiste en el procesamiento de datos y la redacción inicial, un miembro editorial profesional de Ainvest revisa, verifica y aprueba de forma independiente todo el contenido para garantizar su precisión y cumplimiento con los estándares editoriales de Ainvest Fintech Inc. Esta supervisión humana está diseñada para mitigar las alucinaciones de la IA y garantizar el contexto financiero.
Advertencia sobre inversiones: Este contenido se proporciona únicamente con fines informativos y no constituye asesoramiento profesional de inversión, legal o financiero. Los mercados conllevan riesgos inherentes. Se recomienda a los usuarios que realicen una investigación independiente o consulten a un asesor financiero certificado antes de tomar cualquier decisión. Ainvest Fintech Inc. se exime de toda responsabilidad por las acciones tomadas con base en esta información. ¿Encontró un error? Reportar un problema
SOBRE NOSOTROS
Nuestra historiaAutores de noticiasBase de conocimientosPolítica de privacidadTérmino de usoDescargo de responsabilidad de corretaje de tercerosTérminos de uso de AIMEDivulgaciones de riesgos de AInvest AICarrerasCONTÁCTENOS
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
Comentarios
Aún no hay comentarios