By Hannah Pedone and Philip van Doorn
As the AI infrastructure keeps rolling, cybersecurity stocks are along for the ride
Many providers of cybersecurity hardware, software and services are expected to put up tremendous sales numbers as the AI build-out continues.
Amid all of the focus on the generative artificial intelligence build-out, the coming initial public offering from SpaceX, and anticipated IPOs for OpenAI and Anthropic, cybersecurity companies are also in a sweet spot - and might offer a different area of focus for investors.
A screen of the cybersecurity space highlights several companies expected to grow their businesses rapidly over the next two years. Some of these companies trade at relatively attractive price/earnings or price/sales valuations when compared with those of the S&P 500 SPX and its information technology sector.
