2 Elite Cybersecurity Stocks to Own in the Age of AI
AI won’t stop anytime soon.
And that means bad actors are becoming stronger and smarter.
Fortunately, you can profit from this booming frontier.
There are 2 elite cybersecurity stocks to own in the age of AI.
Cyber threats aren’t just limited to hackers in hoodies aiming to steal your passwords.
The use of AI allows automated attacks at record speeds…targeting valuable infrastructure including national defense and data centers:
The stakes are only growing as the world becomes forever digitized.
At MoneyFlows, we help investors ride the biggest themes in the market by uncovering the leading companies in each major AI frontier.
Today, we’ll unpack 2 all-star stocks to consider owning that are at the forefront of the unending cybersecurity threat.
The upside is massive…and both are under consistent institutional demand
2 Elite Cybersecurity Stocks to Own in the Age of AI
There are plenty of cybersecurity stocks to choose from…but the best names to own have 2 measurable characteristics: outstanding fundamentals and institutional support.
MoneyFlows brings these opportunities to you.
We’ve been working on our latest project, Frontiers, which incorporates 11 thematic indices related to AI including:
- Photonics
- Grid & Power
- Cybersecurity
- And more
Inside of these indices are a handful of Outlier stocks. Those are the equities critical to each Frontier…they are the leaders.
Here is the Cybersecurity Outliers Frontier basket. The 2 stocks highlighted today reside inside this theme:
Now let’s jump into top stocks!
Our first best cybersecurity stock to own in the age of AI is Fortinet (FTNT). The $120 billion market cap cyber player offers security solutions to enterprises, governments, and small businesses.
Fortinet specializes in operational technology…the physical world.
The stock doubled this year and now trades at a forward P/E of 44.2:
The stock has been thriving for good reason. Business is booming.
Their latest Q2 earnings of $.90 per share easily beat street estimates of $.75.
For FY2026, Fortinet projects EPS of $3.44 at the midpoint, vs prior guidance of $3.13 at the midpoint.
Revenues were raised to $8.1 billion (mid) vs street estimates of $7.81 billion.
That’s the start of the good news. Analysts are very upbeat on Fortinet’s future.
Incredibly, 41 analysts recently revised their EPS projections higher.
As it stands, FY2027 will see EPS hitting $3.76.
By FY2028, EPS climbs to $4.28:
Fortinet is firing on all cylinders. Few companies have such a strong fundamental outlook.
This is why FTNT has been under extreme inflows (left) since early May, beginning at a price of $90.
MoneyFlows knows Fortinet well. It’s an Outlier that’s been recommended constantly.
The blue bars (right) indicate the discrete times when FTNT was an elite stock in our data.
Great stocks are powered higher by unwavering institutional support. MoneyFlows spots these opportunities early:
Keep investing simple.
Buy the best stocks in the most powerful themes.
Let’s do another.
The 2nd best cybersecurity stock to own in the age of AI is Palo Alto (PANW). The $325 billion market cap player protects networks by stopping cyber-attacks.
Like Fortinet, the stock has rewarded shareholders handsomely, gaining 110% in 2026.
The stock is much more expensive trading at a rich 93 forward PE:
Is there a fundamental driver behind this rich valuation? YES.
Palo Alto’s latest Q3 earnings offered a clue at just how healthy business is growing.
They noted their Next-Generation Security ARR is targeting $8.925 billion (mid), representing YOY growth of 59 – 60%.
Let’s visually unpack this monster growth.
I’ve plotted Palo Alto’s annual recurring revenue estimates for 2026 – 2028.
By 2028, analysts see ARR clocking in at$13.2B:
It should come as no surprise that money has been piling into PANW ahead of this rosy outlook.
Institutions tend to understand business trends ahead of the print. You can see this being the case with PANW shares.
A wall of inflows has elevated the stock from $196 to its latest price of $387.
And note the handful of Outlier signals (right) revealing this is a top choice in our data:
Markets no longer move in sectors.
They trade in themes and frontiers.
MoneyFlows helps you spot powerful themes early including Photonics, Memory & Storage, Power and more.
Soon we’ll release our Frontiers indices for serious investors that want exposure to cutting-edge stories, grounded in the handful of outlier stocks that only our process uncovers.
MoneyFlows helps you spot tomorrow’s winners…today.
If you’re a serious investor or money manager, get started today.
Our PRO subscription showcases daily flows on stocks and gives you access to our weekly Outlier 20 report.
This is the report that has found EVERY SINGLE ONE of our Outlier stocks.
Enjoy a click-through experience unlike anything out there.
Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.
AND don’t miss my latest video with Jason Bodner diving into this post and more!
***Lastly, join co-founder Jason Bodner LIVE, August 25-28, 2026, at the MoneyShow Masters Symposium in San Francisco.
You don’t want to miss this! Click the image below to reserve your spot.
