Rubrik reported $1.425 billion in revenue and is accelerating its growth faster than SentinelOne.
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The Best Cybersecurity Stock to Buy Right Now in July? | PANW, FTNT, S, RBRK, CRWD?
Jul 8, 2026
The creator revisits his January 2026 ranking of cybersecurity stocks, noting that his top pick, Fortinet, has gained over 100%. He compares the performance of Fortinet, Palo Alto Networks, CrowdStrike, SentinelOne, and Rubrik, analyzing revenue growth and operating profit margins to update his recommendation for the rest of 2026. While acknowledging the strong performance of the sector and individual stocks, he is re-evaluating valuations after significant price jumps.
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SentinelOne is growing revenue nicely, reaching $1.05 billion.
CrowdStrike has achieved $5.1 billion in revenue, a significant increase from $1.5 billion in 2021.
Palo Alto Networks has shown a significant acceleration in revenue growth, reaching $10.6 billion, driven by a strategic shift to attract customers from competitors.
Fortinet, previously recommended as the best cybersecurity stock, has seen over 100% gains year-to-date and continues to demonstrate strong revenue growth and the best operating profit margins in the industry.
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