AI Cybersecurity Stocks to Watch and the Race for $234 billion
Market by 2032
Stocks Mentioned: (NASDAQ: $CYCU) @cycurion, (NASDAQ: $CRWD), (NASDAQ:
$CHKP), (NASDAQ: $FTNT)
Investorideas.com (www.investorideas.com) a leader in retail investor trading ideas for AI
and cybersecurtiy stocks issues a snapshot of news from leaders in the sector,
featuring Cycurion, Inc. (NASDAQ: CYCU), a leading cybersecurity solutions
provider.
AI, more than any other technology, has empowered both sides of
an industry, from the criminals and bad actors to the companies leading the
cybersecurity battle. There is a lot of money on the table for both sides and
leading cybersecurity stocks like Cycurion (NASDAQ:
CYCU),
Crowdstrike Holdings ( NASDAQ: CRWD), Check Point Software
Technologies (NASDAQ: CHKP) and Fortinet (NASDAQ: FTNT) are embracing AI as their solution.
In 2024, the AI cybersecurity market reached a value of roughly $26.55
billion and is anticipated to expand substantially, with forecasts suggesting it
could climb to anywhere from $93 billion to $234 billion by 2030–2032.
Paid News Dissemination on behalf of CYCU
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Crowdstrike
Holdings Inc. ( NASDAQ: CRWD), a global cybersecurity leader released what
it calls the must read cybersecurity report of the year.
Highlights included:
·
150% increase in China-nexus activity
across all sectors
·
442% growth in vishing operations
between the first and second half of 2024
·
51 seconds was the fastest recorded
eCrime breakout time
·
79% of detections were malware-free
·
26 newly named adversaries in 2024
·
52% of vulnerabilities observed by
CrowdStrike in 2024 were related to initial access
Cycurion Inc. (NASDAQ: CYCU) harnesses its AI-enhanced ARx
platform and expert team to empower clients and safeguard their operations.
Along with its subsidiaries, Axxum Technologies LLC, Cloudburst Security LLC,
and Cycurion Innovation, Inc., Cycurion serves government, healthcare and
corporate clients committed to securing the digital future.
In a recent shareholder letter, the company stressed the role
that AI is playing in its revenue growth and future potential.
As
the Chairman and Chief Executive Officer of Cycurion, Inc., I want our
shareholders to know that we are committed to increasing shareholder value. I’d
like to take this opportunity to reflect on the transformative progress we have
achieved in the first 10 months of 2025, including our eight months as a public
company since February 14, 2025. Our team has harnessed the power of artificial
intelligence (AI) to redefine cybersecurity and IT solutions, offering
proprietary solutions to meet our customers’ cybersecurity needs. Our AI-driven
platforms, particularly ARx and Cyber Shield, have fueled our record-breaking
backlog, deepened client trust, and powered a strategic acquisition strategy
that positions us as a leader in the AI-cybersecurity revolution. Even as we
address the recent reverse stock split—a proactive step to enhance long-term
value—I am confident in Cycurion’s trajectory. Let me share these highlights
and our AI-powered path forward.
A Record-Breaking Backlog Fueled by
AI Innovation
Our
$73.6 million contracted backlog, spanning multi-year agreements of 1-5 years,
reflects the surging demand for our AI-enhanced ARx platform and managed
security services. The backlog includes over $8 million in new contracts
secured in the second quarter of 2025, such as a $6 million agreement with a
major municipal transportation agency for AI-driven IT and cybersecurity
solutions, plus an additional $4.6 million in recent awards across government,
healthcare, and public safety sectors. These contracts leverage our proprietary
AI algorithms to deliver real-time threat detection and response, driving
higher margins and scalability. With these new contracts, we expect to add $2.9
million in new annualized revenue that has begun to be onboarded in the fourth
quarter of 2025. This AI-powered pipeline provides over 18 months of revenue
visibility, positioning us for increases in revenue in the third and fourth
quarter of 2025.
One
of the most important things I would like our shareholders to realize is that
we are just now rolling out our proprietary AI software, that has been in development
for over five years. As our ARx platform expands across our client base, it
will significantly increase our margins and create a recurring revenue model,
fundamentally enhancing our value proposition in 2026. We are currently having
our ARx platform’s IP valued, which we believe will significantly enhance the
Company’s value by strengthening our balance sheet and attracting investors
seeking AI-driven growth.
The Company also just announced its selection as an
approved vendor under the Florida State Term Contract for Information
Technology (IT) Staff Augmentation Services. This multi-year contract positions
Cycurion at the forefront of Florida's ambitious digital modernization agenda,
enabling the Company to deploy elite IT talent across state agencies,
municipalities and eligible public entities.
From
the news:
The multi-year contract enables any Florida state agency,
county, municipality, or eligible entity to engage Cycurion directly—without
competitive bidding—for mission-critical IT staff augmentation across software
development, cybersecurity, data analytics, cloud engineering, AI integration,
project management, and systems architecture. Under the agreement, Cycurion
will provide qualified professionals on a time-and-materials or statement-of-work
basis, with pricing pre-negotiated and approved by the Florida Department of
Management Services, ensuring cost transparency and streamlined procurement for
the state's next wave of digital innovation and citizen-centric services.
"This statewide contract is a launchpad for
transformative impact," said Ed Burns, President of State and Local
Government at Cycurion. "We're not just filling roles—we're building the
technical backbone for Florida's future. From securing critical infrastructure
to accelerating AI-driven public services, Cycurion is positioned to support
the state's most strategic IT initiatives."
Full
news
https://finance.yahoo.com/news/cycurion-secures-florida-state-term-180100046.html
Crowdstrike
Holdings Inc. ( NASDAQ: CRWD) recently announced a strategic partnership with BT to launch BT Business Antivirus
Detect and Respond, a new cybersecurity service powered by CrowdStrike Falcon®
Go. Designed for small and medium-sized businesses (SMBs) in the UK, the
solution combines CrowdStrike’s industry-leading AI-native protection with BT’s
around-the-clock expert services to stop breaches.
From
the news:
According to CrowdStrike’s State of SMB Cybersecurity
Survey, while most SMBs increasingly understand today’s growing cyber risks,
limited resources prevent them from adopting advanced technology – only 11%
currently use AI-powered defenses. Combined with a lack of in-house security
expertise, many SMBs remain vulnerable to modern cyber threats.
To help bridge this gap, BT Business Antivirus Detect and
Respond, powered by CrowdStrike Falcon Go, delivers award-winning, AI-powered
protection for SMBs, built to stop ransomware and breaches. Tailored for
smaller businesses, the service can be deployed quickly and easily, with
ongoing support from BT’s security experts for installation, protection, and
incident response. Together, CrowdStrike and BT are making cybersecurity
simple, accessible, and effective – empowering UK SMBs to stop breaches and
grow with confidence.
"This partnership brings together two leaders with a
shared mission to transform cybersecurity for a nation – bringing the United
Kingdom’s small and medium-sized businesses the same AI-powered protection once
reserved for the world’s largest enterprises," said Daniel Bernard, chief
business officer at CrowdStrike. "Together, CrowdStrike and BT are
redefining what’s possible for SMBs: turning cybersecurity from a barrier into
a business advantage so they can innovate, grow, and compete with
confidence."
Check Point Software Technologies Ltd. (NASDAQ: CHKP),
a pioneer and global leader of cyber security solutions last week announced it is working with NVIDIA to deliver an integrated security
solution built for AI factories. AI Cloud Protect is now available for
on-premises enterprise deployments to secure AI model development, agentic AI
applications, and inference workloads with zero impact on performance. The
solution has been validated on NVIDIA RTX PRO Servers, enabling enterprises to
deploy AI securely—from data center to cloud—built on NVIDIA BlueField
technology.
From
the news:
“As enterprises race to build AI-driven innovation, they
can’t afford blind spots,” said Nataly Kremer, Chief Product Officer at Check
Point. “With NVIDIA, we’re making AI factories secure by design—protecting
models, data, and infrastructure without slowing innovation.”
Today's AI systems face unprecedented security challenges.
More than half of enterprise networks now use AI tools, making them prime
targets for cyber attacks. Check Point data shows that 1 in every 80 GenAI
prompts exposes sensitive data. Meanwhile, a recent Gartner report found that 32%
of organizations experienced an AI attack involving prompt manipulation, and
29% faced attacks on their GenAI infrastructure in the past year. As businesses
race to deploy AI, protecting the entire AI pipeline—from development to
production—has become an urgent imperative.
AI Cloud Protect secures AI factories – protecting the
cloud infrastructure that powers AI model development, training and commercial
deployment. Running on NVIDIA BlueField-3 DPUs, AI Cloud Protect delivers
full-stack security without consuming CPU or GPU resources — eliminating the
performance trade-offs of traditional security solutions. Using network-level
protection, AI Cloud Protect secures AI infrastructure from unauthorized access
to reduce risk for data poisoning and model exfiltration. At the host level, AI
Cloud Protect leverages the unique direct memory access of NVIDIA DOCA Argus to
provide visibility into all running processes on the AI node. This enables
Check Point to detect and prevent host-level malicious processes and workloads
including those in publicly downloaded Large Language Models (LLMs).
Last month, Fortinet (NASDAQ: FTNT), a global cybersecurity leader
driving the convergence of networking and security released its 2025 Global
Cybersecurity Skills Gap Report, shedding light on the new and persistent
challenges organizations face due to the cybersecurity skills gap. The global
survey’s key findings include:
·
As
organizations are turning increasingly to AI to strengthen their security
postures and fill gaps, they also acknowledge that AI may be used against them
as an engine of new or improved cyberattacks, especially given the lack of AI
skillsets across teams.
·
Lack
of cybersecurity awareness and training remains the top cause of breaches.
·
Boards
lack cyber knowledge, despite it being a priority.
·
Organizations
want cybersecurity personnel with certifications.
“This year’s survey further underscores the urgent need to
invest in cybersecurity talent,” said Carl Windsor, CISO at Fortinet. “Without
closing the skills gap, organizations will continue to face rising breach rates
and escalating costs. The findings highlight an inflection point for both
public and private sectors: Without bold action to build and retain
cybersecurity expertise, the risks and costs will only continue to grow for our
society.”
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