3 Great Cybersecurity Stocks To Own In September 2026

Google’s rollout of its new Gemini 4 Argon AI model, with a clear focus on cybersecurity, underlines how digital defence is being hard wired into the next wave of AI spending. That shift keeps attention on businesses that protect data and critical systems when attacks hit headlines less than earnings sheets. This article highlights three screened cybersecurity stocks with solid health metrics that could deserve a closer look.

The three cybersecurity stocks below are just a starting sample, since the full screen surfaced 30 more companies with equally strong health scores and detailed narratives that are not covered here.

If you want to identify, compare, and analyze those extra opportunities alongside this short list, head into the Cybersecurity screener.

Fortinet (FTNT)

Fortinet sits at the intersection of core network defence and AI era security. This positioning makes it a natural fit for a cybersecurity screen that focuses on companies protecting data and infrastructure with solid financial health behind their products.

Fortinet, Inc. focuses on cybersecurity through its FortiGate firewalls and unified FortiOS platform, with network security solutions generating about US$7.5b in revenue, and the group carrying a market value of roughly US$129.1b.

"Fortinet recently launched its new FortiGate G series appliances specifically designed for AI-centric enterprise workloads, as well as new AI-powered endpoint security tools."

A key factor for Fortinet could be how one less visible pressure on its core security platform influences future pricing power and demand.

That pressure point is exactly where the story gets interesting, and the full narrative for Fortinet unpacks how pricing power, AI security demand and execution risks could be decoupling.

CrowdStrike Holdings (CRWD)

CrowdStrike uses its Falcon platform to guard endpoints, identities and cloud workloads as a subscription cybersecurity service, directly aligning with this screener’s focus on protecting data and systems. It generated about US$5.4b from security software and services and carries a market value near US$269.6b.

"The company is uniquely positioned to dominate the security of the imminent explosion in enterprise AI agents, unlocking a vast, untapped market for protecting not just traditional endpoints and identities, but billions of future autonomous AI agents, potentially increasing TAM and driving step-changes in revenues beyond all current models."

What happens to CrowdStrike’s long run earnings power if a single assumption around that new AI security layer shifts even slightly?

That single shift in AI security assumptions could reshape the whole story, and the full narrative for CrowdStrike Holdings lays out how CrowdStrike’s opportunity and risk profile might be accelerating.

SentinelOne (S)

SentinelOne leans directly into the cybersecurity theme through its Singularity Platform, an AI-driven suite that protects endpoints, cloud workloads, and identities, with the business generating about US$1.1b from security software and services on a market value near US$8.1b.

SentinelOne provides a focused view of AI-first cyber defence, with its Singularity Platform and Purple AI agent built specifically to automate protection across endpoints, cloud, and identity.

"The new SentinelOne Flex licensing model is accelerating multi-product adoption, leading to larger deal sizes, increased platform retention, and rising recurring revenue, all of which support both near-term and long-term net margin expansion through reduced sales friction and deeper customer integration."

The key variable is how one less visible pressure on SentinelOne’s pricing power and partner economics shapes future margin quality.

Those margin pressures are only half the story, and the full narrative for SentinelOne shows how SentinelOne’s AI engine could still turn that squeeze into accelerating operating leverage.

Seeking Alternatives Before The Crowd?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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