The global Endpoint Protection Platform (EPP) market is expected to grow at a CAGR of 10.7% from $17.4 billion in 2024 to $29.0 billion by 2029. Growth is driven by increasing BYOD policies, remote work adoption, and integration of AI/ML technologies for threat detection. The BFSI sector holds the largest market share, while cloud-based EPP solutions present significant growth opportunities.

The global Advanced Malware Detection market is projected to grow from USD 10.94 billion in 2025 to USD 31.17 billion by 2033, with a CAGR of 13.98%. The U.S. market alone is expected to reach USD 12.47 billion by 2033. Growth is driven by rising cybersecurity threats, AI-powered defense solutions, increased adoption of remote work, and strict regulatory compliance requirements across critical sectors including BFSI, healthcare, and government.

Fortinet stock appears to have reached a buyable bottom with potential 15-30% gains in 2026, supported by strong Q4 2025 results (15.1% revenue growth), positive technical indicators (MACD divergence, moving average support), bullish analyst sentiment, and significant institutional accumulation (80%+ ownership). The cybersecurity company benefits from rising demand for AI-assisted security services amid increasing cyber threats.

CrowdStrike (CRWD) stock has declined 8% year-to-date amid broader tech sector pressures and concerns about AI's impact on software. However, analyst sentiment suggests the stock may be finding a floor ahead of its March earnings report, supported by sector momentum following Fortinet's bullish upgrade. Despite trading at 29x forward sales, CrowdStrike's strong 73% YoY ARR growth and sticky retention rates suggest the cybersecurity sector may be undervalued, though caution is warranted before earnings.

The global Zero Trust security market is projected to reach $190.27 billion by 2035 as organizations shift to identity verification systems and stricter data control regulations take effect across 100+ countries. Major cybersecurity companies are advancing solutions to address machine identity management, cloud security posture, data sovereignty, and AI runtime protection.

Intel's disappointing earnings outlook and supply chain concerns dragged down the Dow Jones, while the Nasdaq gained ground from strength in mega-cap tech and AI stocks. The S&P 500 remained essentially flat, with investors rotating toward high-quality growth names like Nvidia, Microsoft, and Meta despite broader market uncertainty.

The global ICS security market is projected to grow from USD 22.26 billion in 2025 to USD 41.82 billion by 2033 at a CAGR of 8.21%, driven by escalating cyberattacks on critical infrastructure and increased IT-OT convergence. The U.S. market specifically is expected to expand from USD 5.39 billion to USD 9.93 billion over the same period. Identity and Access Management solutions lead the market, while managed services represent the fastest-growing segment.

Broadcom shares fell 5.40% after Chinese regulators instructed domestic companies to phase out cybersecurity software from U.S. and Israeli firms, including Broadcom-owned VMware, Palo Alto Networks, Fortinet, and Check Point Software, citing national security concerns over potential data collection.

The global endpoint security market is expected to grow from USD 21.90 billion in 2025 to USD 65.04 billion by 2035 at a CAGR of 11.5%, driven by escalating cyber threats (161 billion annually), workforce shortages, and enterprise adoption of AI-driven autonomous platforms and unified XDR solutions. Software solutions dominate with over 60% market share through subscription models, while large enterprises account for 65% of revenue due to regulatory compliance mandates.

The global quantum-safe SD-WAN market is experiencing rapid growth, expanding from $1.0 billion in 2024 to $1.28 billion in 2025, with projections reaching $3.44 billion by 2029 at a 28% CAGR. Growth is driven by increasing demand for secure networking solutions, quantum-resistant encryption adoption, cloud infrastructure expansion, and zero-trust architecture implementations. Key industry players are making strategic moves, including Fortinet's post-quantum cryptography updates and HPE's $13.4 billion acquisition of Juniper Networks to strengthen their secure, AI-driven networking capabilities.

CrowdStrike demonstrates strong operational fundamentals with 22% revenue growth, 23% ARR growth, and accelerating net-new ARR of 265 million dollars (73% YoY increase). However, the stock trades at premium valuations (23x FY26 revenue, 18.8x FY27 revenue) roughly double peer multiples, leaving little room for error. While the company benefits from a large TAM, powerful telemetry flywheel, and agentic AI leadership, valuation risks and operational concerns from the July 2024 outage limit upside. The analyst rates the stock as a Hold at current levels.

The article discusses cybersecurity stocks as an attractive investment sector for 2026 and beyond. It highlights several leading cybersecurity companies that investors should consider, with CrowdStrike being featured as a potential top pick in this growing industry.