Everything tagged "cybersecurity" across research, earnings, and macro.
16 articles
Akamai is evolving beyond legacy CDN into a three-part story: a profitable security franchise, a cash-generative delivery business, and fast-growing AI cloud infrastructure. The stock looks attractive, but investors must weigh strong CIS momentum against margin pressure and a capital-intensive buildout.
Cloudflare is pairing 34% revenue growth with stronger enterprise traction, rising free cash flow, and expanding AI-era developer adoption. The stock looks compelling as a business, but valuation keeps the rating at Hold.
Fortinet posted strong 2025 growth, expanding billings, margins, and free cash flow while its higher-growth SASE and Security Operations businesses gained mix. The stock remains attractive for long-term investors, but valuation keeps the upside more measured than the business quality.
Check Point Software is a profitable cybersecurity incumbent with strong cash flow, a growing subscription mix, and emerging AI-linked security momentum. Slower appliance revenue and modest top-line growth keep it in the value-compounder camp.
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