JPMorgan Recommends Top Cybersecurity Stocks for End-of-Year Investment
ByAinvest
Wednesday, Sep 24, 2025 2:59 pm ET1min read
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].
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