My Top Cybersecurity Pick for 2025 Rose 37%. Is It Still a Buy in 2026?

Industry Overview - Cybersecurity has seen a decline in popularity due to the rise of artificial intelligence, presenting a potential investment opportunity as prices for quality companies have decreased [1] - The total addressable market in cybersecurity is currently estimated at $140 billion, projected to expand to $300 billion by 2030, indicating significant growth potential for the industry [5] Company Analysis: CrowdStrike - CrowdStrike has integrated AI into its platform to enhance threat detection and response, which is increasingly important given the rise of AI-enabled cyber threats [4] - The company experienced a stock price increase of 37% in 2025, but its revenue growth has not kept pace with this rise, raising concerns about valuation [2][6] - Wall Street analysts forecast a 22% revenue growth for CrowdStrike in FY 2027, suggesting continued strength in the company's performance [5] - Despite its strong market position, CrowdStrike's stock is valued at 25 times sales, which is considered high relative to its revenue growth rate, leading to concerns about its investment attractiveness [6][7]