12 Best Cybersecurity Stocks to Buy and Hold for the Long Term

In this article, we will discuss 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.

Digital infrastructure has become the nervous system of the modern economy, and defending it may be one of the most durable investments of the decade. Cybersecurity stocks command sustained capital from enterprise IT budgets, government procurement programs, and institutional investors positioning around a threat landscape that only grows more sophisticated with time. Unlike cyclical technology trades, this is not a discretionary spending category. It’s a structural necessity where breach costs, regulatory mandates, and AI-driven attack surfaces are forcing organizations of every size to treat security not as overhead, but as existential infrastructure.

Data reinforces just how entrenched this spending has become; Precedence Research estimated the global cybersecurity market at $268.13 billion in 2024, predicted to rise from $301.91 billion in 2025 to $878.48 billion by 2034, representing a CAGR of 12.60% from 2025 to 2034, with growth concentrated in cloud security, AI-powered threat detection, and regulatory compliance spending. In a separate analysis by Fortune Business Insights, the global cybersecurity market size is projected to grow from $248.28 billion in 2026 to $699.39 billion by 2034, at a CAGR of 13.8% during the forecast period, a somewhat steeper growth curve reflecting accelerating enterprise adoption of endpoint and cloud-native protection. Industry coverage points to escalating momentum from data breach litigation, government cybersecurity mandates, and geopolitical tension as nations and corporations alike race to harden critical infrastructure against increasingly sophisticated state-sponsored and criminal threat actors.

Cybersecurity has necessity and inevitability, a non-negotiable cost of doing business in a world where a single breach can erase billions in shareholder value overnight. For investors seeking durable, recession-resistant exposure to a theme with genuine secular tailwinds, cybersecurity stocks may be one of the more dependable long-term holdings in the market today.

With this context in mind, here are the best cybersecurity stocks to buy and hold for the long term.

Our Methodology

We used stock screeners to identify the best cybersecurity stocks that are expected to grow their earnings by at least 25% over the next 5 years. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. To make the list easier to navigate, we ranked the stocks in ascending order of their forecasted earnings growth for the next 5 years.

Note: The companies below are not pure-play cybersecurity stocks. Even so, they maintain a notable presence in the cybersecurity space through various aspects of their business.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

12 Best Cybersecurity Stocks to Buy and Hold for the Long Term

12. Zeta Global Holdings Corp. (NYSE:ZETA)

EPS Growth for the Next 5 Years: 25.08%

On June 24, BofA raised its price target on Zeta Global Holdings Corp. (NYSE:ZETA) to $28 from $24 while maintaining a Buy rating after the company announced a seven-year strategic partnership with data infrastructure provider Palantir. Although the firm does not expect the collaboration to contribute meaningfully to revenue until fiscal 2027, it believes the agreement creates another important long-term growth catalyst. According to BofA, the partnership should enhance Zeta’s ability to expand its AI-driven marketing capabilities and strengthen its competitive positioning, providing additional upside potential as the relationship matures over the coming years.

On June 18, ahead of Cannes Lions 2026, Zeta Global Holdings Corp. (NYSE:ZETA) announced the expansion of Athena by Zeta to agency customers. Athena is the company’s superintelligent AI agent that continuously analyzes data signals, identifies optimal actions, and improves marketing outcomes to help agencies operate more efficiently and deliver stronger client results. Built on Zeta’s proprietary SuperGraph, one of the industry’s largest identity graphs, Athena analyzes signals from approximately 245 million individuals in the United States to generate real-time customer insights. By combining agency data with Zeta’s SuperGraph, the platform identifies new opportunities, recommends next-best actions, and optimizes performance across the entire customer lifecycle.

Founded in 2007 and headquartered in New York City, Zeta Global Holdings Corp. (NYSE:ZETA) is an AI-powered omnichannel marketing technology company that unifies data, intelligence, and activation to help brands acquire and retain customers. Its enterprise-level data compliance solutions utilize advanced governance and secure, permission-based identity graphs that protect consumer privacy against modern threats.

11. Bandwidth Inc. (NASDAQ:BAND)

EPS Growth for the Next 5 Years: 26.43%

On June 15, Bandwidth Inc. (NASDAQ:BAND) announced its intention to offer, subject to market and other customary conditions, $275 million aggregate principal amount of Convertible Senior Notes due 2032 in a private offering to qualified institutional buyers under Rule 144A of the Securities Act of 1933. The proposed financing is expected to provide the company with additional financial flexibility to support its long-term strategic and operational objectives.

On June 9, Bandwidth Inc. (NASDAQ:BAND) announced the appointment of Kimberly McLachlan as Chief Revenue Officer. McLachlan most recently served as Chief Revenue Officer and Head of Sales for the Application division at Vonage, where she was responsible for leading global sales and go-to-market strategy. Prior to joining Vonage, she also served as Chief Revenue Officer at Broadvoice, bringing extensive leadership experience in communications technology and enterprise sales.

Founded in 1999 and headquartered in Raleigh, North Carolina, Bandwidth Inc. (NASDAQ:BAND) is a Communications Platform-as-a-Service (CPaaS) provider that enables enterprises to embed voice, messaging, and E911 services into their applications using software APIs. Bandwidth’s planned capital raise enhances its financial flexibility, providing additional resources to support future growth initiatives and strategic investments.

10. Samsara Inc. (NYSE:IOT)

EPS Growth for the Next 5 Years: 26.80%

On June 8, Piper Sandler raised its price target on Samsara Inc. (NYSE:IOT) to $40 from $39 while maintaining an Overweight rating on the shares. The firm noted that the company’s quarterly results and increased guidance largely met investor expectations, with favorable foreign exchange movements providing a modest benefit. Piper Sandler also observed that gross profit margins were slightly lower due to continued investments supporting the company’s long-term growth strategy.

On June 5, RBC Capital raised its price target on Samsara Inc. (NYSE:IOT) to $42 from $41 while reiterating an Outperform rating following the company’s first-quarter earnings beat. The firm highlighted Samsara’s 30% annualized recurring revenue growth, supported by broad-based business strength and continued momentum in acquiring and expanding relationships with large enterprise customers.

Founded in 2015 and headquartered in San Francisco, Samsara Inc. (NYSE:IOT) operates a Connected Operations Cloud that uses IoT sensors and AI to digitize physical operations like trucking and logistics. It is treated as a cybersecurity play because it actively protects and secures enterprise networks through strict cloud infrastructure compliance and enterprise-grade data security.

Samsara continues to demonstrate strong operating momentum through accelerating recurring revenue growth, expanding enterprise customer adoption, and disciplined investment in its platform. Combined with positive analyst sentiment and its AI-driven connected operations ecosystem, the company is well-positioned to capitalize on the growing demand for intelligent, secure, and cloud-based operational solutions.

9. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

EPS Growth for the Next 5 Years: 29.19%

On June 16, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Grant Thornton Advisors announced that Grant Thornton will standardize its managed security services on the CrowdStrike Falcon platform through the Falcon Complete for Service Providers program. As part of the expanded relationship, Grant Thornton is enhancing its global managed security capabilities by introducing a broader portfolio of cybersecurity offerings, including tiered managed detection and response services and managed engineering solutions. The agreement further reinforces CrowdStrike’s position as a preferred cybersecurity platform for enterprise service providers seeking to deliver advanced threat protection through cloud-native technologies.

On June 10, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced that it had joined both the OpenID Foundation as a Sustaining Corporate Member, the organization’s highest level of membership, and IDPro to accelerate the adoption of continuous, risk-aware identity security standards across the cybersecurity industry. As AI agents and non-human identities become increasingly prevalent, CrowdStrike emphasized the need to replace traditional static identity models with dynamic, real-time risk assessments. Through these partnerships, the company will contribute Falcon platform intelligence to help identity providers, SaaS platforms, and security solutions make more informed, real-time access decisions based on evolving threat conditions.

Founded in 2011 and headquartered in Austin, Texas, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the best cybersecurity stocks to buy and hold for the long term. It protects businesses by stopping data breaches, using AI and behavioral analytics to secure endpoints, cloud workloads, and digital identities.

8. Cloudflare, Inc. (NYSE:NET)

EPS Growth for the Next 5 Years: 32.44% 

On June 17, Cloudflare, Inc. (NYSE:NET) announced the launch of its Cloudflare One Design Partner Designation, a new high-priority partner program focused on the Cloudflare One security platform. The initiative equips a select group of global partners, including Arctiq, Consortium, CMT, Presidio, and The Missing Link, with advanced technical expertise to accelerate the deployment of secure AI solutions and help customers strengthen their cybersecurity infrastructure.

On June 10, BTIG raised its price target on Cloudflare, Inc. (NYSE:NET) to $269 from $243 while maintaining a Buy rating on the shares. The firm stated that management presented a highly optimistic outlook during Investor Day 2026, raising its long-term financial targets and outlining a clear path toward achieving the “Rule of 50” by 2027. Although the planned retirement of President of Revenue Mark Anderson attracted attention, BTIG believes the company continues to improve sales productivity while maintaining strong momentum across its enterprise customer base.

Founded in 2009 and headquartered in San Francisco, California, Cloudflare, Inc. (NYSE:NET) operates a global cloud platform that speeds up and protects internet properties. Its massive network inherently intercepts and neutralizes malicious traffic, offering critical defenses like DDoS mitigation, web application firewalls, and Zero Trust access control.

Cloudflare continues to strengthen its competitive position by expanding its cybersecurity ecosystem and enabling secure AI adoption through strategic partner initiatives. In addition, the company’s improving enterprise execution, higher long-term financial targets, and positive analyst sentiment reinforce its ability to deliver sustained growth as demand for cloud security and Zero Trust solutions continues to increase.

7. Nayax Ltd. (NASDAQ:NYAX)

EPS Growth for the Next 5 Years: 33.59%

On June 24, UBS raised its price target on Nayax Ltd. (NASDAQ:NYAX) to $75 from $68 while maintaining a Neutral rating on the shares. The revised target reflects the firm’s updated valuation outlook and confidence in the company’s continued execution within the rapidly expanding digital payments and unattended commerce markets.

On June 23, Nayax Ltd. (NASDAQ:NYAX) announced a strategic partnership with Tellus Power to integrate its AC Level 2 EV charger with Nayax’s payment and management platform. The combined solution is expected to provide operators with a unified offering that incorporates EV charging, payment processing, and management capabilities while maintaining compatibility with existing vendors through open industry standards. The partnership is designed to simplify deployment and improve the user experience for EV charging operators.

Founded in 2005 and headquartered in Herzliya, Israel, Nayax Ltd. (NASDAQ:NYAX) is a global fintech company that develops cashless payment, telemetry, and management software for unattended retail, like vending machines and EV chargers.

6. Calix, Inc. (NYSE:CALX)

EPS Growth for the Next 5 Years: 37.61%

On June 25, Calix, Inc. (NYSE:CALX) announced that Velocity Network is investing in Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth while reducing operational expenses. Building on its success in serving residential and business customers through differentiated subscriber experiences, Velocity Network is also deploying SmartMDU to further expand its market reach and support continued growth.

On June 10, Rosenblatt analyst Mike Genovese reiterated a Buy rating on Calix, Inc. (NYSE:CALX) with a $70 price target following discussions with management. The firm believes growing customer adoption of the Calix One platform will continue to drive remaining performance obligations and support future revenue growth. Rosenblatt also noted that increasing interest in broadband services, partly driven by the anticipated SpaceX initial public offering and competitive dynamics in rural connectivity, is creating additional opportunities for Calix. The firm expects the company to maintain double-digit revenue growth and believes its remaining performance obligations and margins are likely to recover quickly following the recent share price weakness.

Founded in 1999 and headquartered in San Jose, California, Calix, Inc. (NYSE:CALX) provides cloud and AI-driven software platforms to broadband service providers. It acts as a cybersecurity stock by enabling these providers to deliver integrated, subscription-based security services that protect consumer and business networks directly at the subscriber’s home or community Wi-Fi level.

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