In this article, we will be taking a look at the 9 Best Video Surveillance and Private Security Stocks to Buy.
The market for private security and video surveillance around the world is expanding quickly, which is mostly supported by double-digit growth in infrastructure, cameras, and service-based security models. According to research, the global video surveillance market was estimated to be around $73.75 billion in 2024 and is projected to increase at a compound annual growth rate (CAGR) of 12.1% between 2025 and 2030, hitting $147.66 billion.
On the other hand, the United States market of physical security is expected to grow to$56,805.7 million by 2030. It is expected that the US physical security industry will grow at a compound annual growth rate of 5.5% between 2025 and 2030, according to reports.
Also, by 2025, more than 85 million security cameras had been reported to be on residential homes, business establishments, streets, and roads in the United States. AI-powered technologies, facial recognition, and license plate readers incorporated into commercial, residential, and law enforcement settings are also connecting cities more and more. With roughly 124.14 cameras per 1,000 persons, Atlanta has the highest camera density in the country, according to the research.
It was also noticed that over the past ten years, monitoring has increased at an accelerated rate. The number of camera installations increased by almost half (50%) between 2015 and 2018, from 47 million to 70 million, and then to 85 million by 2021. Advanced analytics in today’s systems assist law enforcement in locating stolen cars, deterring criminal activity, and providing corporate data such as travel patterns and consumer profiles.
With that being said, let’s now move onto best video surveillance stocks.
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Our Methodology
For our methodology, we began by filtering the top video surveillance and private security stocks and focused on industries such as communication equipment, aerospace & defense, and security & protection services. From this group, we selected both pure-play companies and those involved in these sectors to some extent. We then ranked the stocks in ascending order based on their total number of hedge fund holders as of Q3 2025, according to the Insider Monkey database.
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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Here is our list of the 9 best video surveillance and private security stocks.
9. MSA Safety Incorporated (NYSE:MSA)
Number of Hedge Fund Holders: 20
MSA Safety Incorporated (NYSE:MSA) is among the best video surveillance stocks.
TheFly reported on February 18 that DA Davidson raised its price target on MSA to $235 from $186 and reiterated a Buy rating following the company’s Q4 earnings beat. The firm noted that organic growth expectations have improved to mid-single digits as headwinds tied to NFPA-related issues ease and the Fire segment resumes growth. DA Davidson continues to view MSA as a high-quality compounder with a durable competitive position and expanding recurring revenue base.
The company revealed its fourth-quarter and full-year 2025 results on February 11. In Q4, MSA Safety Incorporated (NYSE:MSA) posted net sales of $511 million, up 2% on a GAAP basis but down 3% organically, which was largely due to timing delays in the fire service business. Adjusted earnings per share were $2.38, while GAAP EPS came in at $2.21.
MSA also reported that it recorded net sales of $1.9 billion for the entire year, with 1% organic growth and 4% GAAP growth. GAAP EPS was $7.09, while adjusted EPS was $7.93. In order to support its long-term plan, the corporation also paid dividends and repurchased shares to shareholders, lowered debt, finished acquiring M&C TechGroup, and had a healthy balance sheet.
MSA Safety Incorporated (NYSE:MSA) provides safety, detection, and security solutions, including video surveillance and protective equipment. It serves industrial and security markets with innovative technologies to monitor, protect, and ensure workplace and public safety.
8. OSI Systems, Inc. (NASDAQ:OSIS)
Number of Hedge Fund Holders: 30
OSI Systems, Inc. (NASDAQ:OSIS) is one of the best video surveillance stocks.
TheFly reported on February 2 that JPMorgan increased its price target for OSIS to $262 from $255 and maintained a Neutral rating on the stock.
Separately, OSI Systems, Inc. (NASDAQ:OSIS) reported on February 19 that the Itemiser 4DX and the recently released Itemiser 5X trace detection systems from its Security division have been approved by ECAC/EU G1, which indicates that they meet the strictest European airline security regulations.
This certification also confirms that the systems meet requirements set by the European Civil Aviation Conference (ECAC) and the European Commission for trace detection, ensuring effective identification of explosives and narcotics in passenger and cargo screening operations at airports.
These technologies are largely used by international aviation security agencies and are intended to improve traveler safety while assisting with law enforcement, border control, prisons, event security, and vital infrastructure. The clearance highlights OSI Systems’ commitment to offering cutting-edge, dependable solutions that uphold stringent international security standards and help safeguard people and property everywhere.
OSI Systems, Inc. (NASDAQ:OSIS) provides video surveillance, access control, and security solutions for public and private sectors. OSIS focuses on advanced technologies to enhance monitoring, threat detection, and overall security performance.
7. Allegion plc (NYSE:ALLE)
Number of Hedge Fund Holders: 31
Allegion plc (NYSE:ALLE) is among the best video surveillance stocks.
TheFly reported on February 18 that JPMorgan lowered its price target on ALLE to $180 from $190 and maintained an Overweight rating on the stock following the company’s fourth-quarter report. The analyst highlighted that, despite ongoing growth challenges, the company showed resilient margin performance.
Allegion plc (NYSE:ALLE) reported strong fourth-quarter results a day earlier on February 17. According to the report, Q4 revenue topped $1 billion, a 9.3% increase from the previous year. Adjusted EPS was $1.94, and the adjusted operating margin was 22.4%. The net debt to adjusted EBITDA ratio closed the year at 1.6x, while the full-year available cash flow grew to $685.7 million.
The report also points out that declines in America’s residential and small overseas organic revenue offset growth in 2025, which was mostly driven by electronics and the Americas’ non-residential sector. Acquisitions and currency factors also partially concealed underlying difficulties.
The corporation returned capital to shareholders through $175 million in dividends and $80 million in share repurchases, alongside deploying roughly $630 million on acquisitions.
Moreover, for 2026, ALLE guided adjusted EPS to $8.70–$8.90, with total revenue expected to grow 5%–7%, which is led by electronics and non-residential segments.
Allegion plc (NYSE:ALLE) provides security and safety solutions, including access control and electronic locking systems. ALLE focuses on protecting homes, businesses, and critical infrastructure with reliable, innovative technologies for video surveillance and private security.
6. The Brink’s Company (NYSE:BCO)
Number of Hedge Fund Holders: 32
The Brink’s Company (NYSE:BCO) is one of the best video surveillance stocks.
TheFly reported on February 10 that Truist Securities raised its price target on BCO to $163 from $138 and maintained a Buy rating. The firm’s updated outlook reflects expectations for a 13% compound annual growth rate in segment revenue and a 12% CAGR in total company free cash flow through fiscal year 2030, which is supported by expanding incentive compensation tied to segment performance.
In recent news, on February 16, The Brink’s Company (NYSE:BCO) announced that it appointed Adrian Button as Executive Vice President and President of Brink’s North America, effective immediately. Button joins the executive leadership team and reports directly to CEO Mark Eubanks. He has over 30 years of expertise in international operations, including almost 20 years at General Electric, where he oversaw multibillion-dollar P&Ls in Industrial Solutions, Oil & Gas, and Aviation. He managed over 25,000 workers worldwide and a $5 billion P&L at NCR Corporation. At Carrier Corporation, he handled operations in over 400 factories and distribution facilities.
In addition to supporting growth, profit expansion, and operational discipline throughout cash management, digital retail solutions, and ATM services, his experience in promoting operational efficiency, cost savings, and improved delivery is anticipated to fortify Brink’s North American operations.
Moreover, on February 12, BCO announced that it will release its fourth-quarter and full-year 2025 financial results and host a related conference call on February 26, 2026.
The Brink’s Company (NYSE:BCO) provides secure logistics, cash management, and surveillance services. It delivers advanced security solutions for businesses and financial institutions, combining technology and expertise to protect assets and ensure safety.
5. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS)
Number of Hedge Fund Holders: 36
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the best video surveillance stocks on our list.
TheFly reported on February 18 that UBS initiated coverage of KTOS with a Neutral rating and a price target of $79. The firm noted that the company’s growth appears fully reflected in its current share price and noted that it has re-rated to five times its historical multiple and now trades three times higher than its historical premium over traditional defense peers. UBS also highlighted that the stock is more expensive than high-growth peers such as Palantir and expressed a preference for defense companies offering growth at more attractive valuations.
The same day, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) also revealed that it had won a contract from the Joint Hypersonics Transition Office of the Department of Defense to assist with the testing and assessment of thermal protection systems for hypersonic vehicles. Using decades of experience in hypersonics, KTOS will create standardized test conditions and procedures to speed up the development of materials, laying the groundwork for more aerothermal test facilities.
In order to validate these techniques and develop next-generation U.S. hypersonic technologies, the program will involve a number of material test programs that will expedite development and deployment for national defense applications.
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) provides advanced security, surveillance, and defense solutions, including unmanned systems and monitoring technologies. It focuses on protecting critical infrastructure and supporting government and commercial security operations worldwide.
4. The GEO Group, Inc. (NYSE:GEO)
Number of Hedge Fund Holders: 47
The GEO Group, Inc. (NYSE:GEO) is one of the best video surveillance stocks.
TheFly reported on February 17 that Noble Capital lowered its price target on GEO to $28 from $35 and kept an Outperform rating. The change reflects slower-than-expected growth after the company’s amended 2026 outlook and fourth-quarter performance.
The GEO Group, Inc. (NYSE:GEO) released its 2025 full-year and fourth-quarter results earlier on February 12. The report states that Q4 revenues came to $707.7 million, while net income was $31.8 million, or $0.23 per share, and adjusted net income was $34.8 million, or $0.25 per share. EBITDA adjusted was $126 million.
For the full year 2025, GEO reported that it generated $2.63 billion in revenue, with net income of $254.3 million, or $1.82 per share, and adjusted net income of $120.1 million, or $0.86 per share, while adjusted EBITDA totaled $464.4 million.
The corporation also highlighted in that report that it expanded ICE capacity by 6,000 beds, launched new contracts for secure transportation and electronic monitoring, and completed acquisitions and divestitures, including the San Diego Detention Facility.
Moreover, Cash flow and balance sheet strength were enhanced, with year-end cash of $70 million and net debt reduced to $1.5 billion. GEO repurchased 4.94 million shares totaling $90.6 million under its $500 million authorization.
The GEO Group, Inc. (NYSE:GEO) provides correctional, detention, and community-based security services. The corporation uses monitoring and surveillance technologies to manage facilities and ensure safety for inmates, staff, and surrounding communities.
3. Motorola Solutions, Inc. (NYSE:MSI)
Number of Hedge Fund Holders: 51
Motorola Solutions, Inc. (NYSE:MSI) is among the best video surveillance stocks.
TheFly reported on February 12 that BofA Securities lowered its price target for MSI to $500 from $520 and gave it a Buy rating. Although the firm still anticipates improving demand patterns throughout the year, the modification accounts for difficulties associated with the backlog.
A day earlier, on February 11, Motorola Solutions, Inc. (NYSE:MSI) announced its fourth-quarter and full-year 2025 results, which demonstrate outstanding performance in terms of backlog, profitability, and revenue. The report notes that full-year non-GAAP EPS climbed 11% to $15.38, while GAAP EPS increased 38% to $12.75. Non-GAAP EPS for Q4 beat projections at $4.59, while GAAP EPS was $3.86, up 8% year-over-year.
Additionally, revenue for the quarter also increased by 12% from Q4 2024 to $3.38 billion. With a full-year revenue increase of 8%, the rise in Software and Services (15%) and Products and Systems Integration (11%) is the main driver of this income. By the end of 2025, the company had a record backlog of $15.7 billion, which was $1 billion more than the year before. For the fourth quarter of 2025, its operating cash flow was $1.3 billion, bringing its annual operating cash flow to $2.8 billion. Effective capital management was demonstrated throughout the quarter by the $182 million in dividend payments and the $490 million in share repurchases.
Motorola Solutions, Inc. (NYSE:MSI) provides video surveillance, communications, and security solutions for public safety and enterprise markets. It delivers advanced monitoring, analytics, and emergency response technologies to enhance security and protect communities worldwide.
2. General Dynamics Corporation (NYSE:GD)
Number of Hedge Fund Holders: 58
General Dynamics Corporation (NYSE:GD) is one of the best video surveillance stocks.
TheFly reported on February 1 that Jefferies increased its price target for GD to $385 from $360 and maintained a Hold rating. After the current earnings announcement, the firm revised its expectations downward and characterized the company’s 2026 outlook as conservative.
Another noteworthy development was the announcement on January 30 that General Dynamics Corporation (NYSE:GD) had been given a $255.13 million contract for the Strategic Weapon System Fire Control Subsystem for fiscal 2026–2027. With an extra $485.31 million in options, the contract is set up as a hybrid cost-plus-incentive-fee, cost-plus-fixed-fee, and cost-only award.
The contract also supports a Foreign Military Sale to the United Kingdom. The work encompasses development, production, sustainment, modernization, repair, installation, training, and technical engineering support for the U.S. SSBN and SSGN fleets, as well as the UK’s SSBN fleet.
The contract is scheduled for completion by June 1, 2033, and was awarded as a sole-source acquisition under 10 U.S. Code 3204 and was previously listed on the System for Award Management portal. Strategic Systems Programs serves as the contracting authority.
General Dynamics Corporation (NYSE:GD) provides advanced security, surveillance, and defense solutions, including cybersecurity, monitoring systems, and secure communications. It serves government and commercial clients, enhancing safety and protecting critical infrastructure worldwide.
1. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders: 74
Cisco Systems, Inc. (NASDAQ:CSCO) is among the best video surveillance stocks.
TheFly reported on February 18 that Erste Group lowered its rating on CSCO from Buy to Hold and cited concerns over declining gross margins. The firm predicted that revenue would continue to expand in fiscal year 2026, but rising DRAM and other memory component costs caused the gross margin for the next quarter to be lowered to 66%. The company anticipates that these margin pressures will continue in the long run, indicating possible difficulties for overall profitability.
In more recent news, on February 19, Cisco Systems, Inc. (NASDAQ:CSCO) announced that it is collaborating with AT&T for an expansion of its long-standing partnership to commercially launch a 5G Standalone (SA)-native IoT platform. This initiative integrates AT&T’s nationwide 5G SA core with CSCO’s Mobility Services Platform portfolio, including the IoT Control Center and Converged Core solutions.
This collaboration aims to deliver advanced programmable network features such as network slicing and application-aware performance, enabling enterprises to deploy and manage IoT solutions with high security, low latency, and reliable scalability. Beyond technological integration, the alliance seeks to enable a variety of applications, from digital healthcare to smart cities and linked cars, giving businesses a flexible, secure, end-to-end platform to boost creativity and streamline operations.
Cisco Systems, Inc. (NASDAQ:CSCO) provides networking, cybersecurity, and video surveillance solutions. It enables secure communication, real-time monitoring, and advanced threat detection for enterprises and public safety, supporting robust private security and surveillance infrastructure worldwide.
While we acknowledge the potential of CSCO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CSCO and that has 100x upside potential, check out our report about this cheapest AI stock.
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