Cyber Monday is a major marketing event on the first Monday after Thanksgiving Day in the United States. Online retailers usually offer special promotions, discounts, and sales on this day as brick-and-mortar stores do on Black Friday.

In the United States, Cyber Monday is the second-biggest shopping day and the biggest day for online sales. This year, the event falls on Dec 1. However, an online network can run efficiently if its security measures remain rock solid.  

In this regard, we recommend three cybersecurity behemoths for long-term investment purposes to reap maximum benefits. These are CrowdStrike Holdings Inc. (CRWD Quick QuoteCRWD - Free Report) , Qualys Inc. (QLYS Quick QuoteQLYS - Free Report) and CyberArk Software Ltd. (CYBR Quick QuoteCYBR - Free Report) . Each of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Cybersecurity Space Provides a Long-Term Opportunity

The cybersecurity space focuses on companies that offer integrated protection against evolving security threats while simplifying IT security infrastructure. Companies in this space provide solutions to safeguard applications, networks and cloud computing environments. 

The widespread adoption of artificial intelligence (AI), IoT devices, and increased digitization across both public and private sectors has heightened vulnerabilities and expanded attack surfaces, necessitating the development of advanced security solutions. 

Cybersecurity companies’ offerings include application-specific integrated circuits, hardware architecture, operating systems, and associated security and networking functions, ensuring robust defenses against cyberattacks.

The chart below shows the price performance of our three picks in the past three months.

Image Source: Zacks Investment Research

CrowdStrike Holdings Inc.

Zacks Rank #1 CrowdStrike Holdings has been benefiting from the rising demand for cybersecurity solutions. In the last reported quarter, CRWD added a record $221 million in net new annual recurring revenues (ARR). This pushed up CrowdStrike’s total ARR to $4.66 billion, representing an increase of 20% from last year, beating the consensus mark of $4.64 billion. 

A big part of this growth came from Falcon Flex, CrowdStrike’s subscription model. The company now has over 1,000 Falcon Flex customers, and more than 100 have already signed follow-on “re-Flex” deals before their contracts ended. These re-Flex deals are important because they show that customers are expanding faster than expected, often boosting ARR by nearly 50%.

CrowdStrike is widening its focus to secure how enterprises use AI. Agentic AI is creating new risks as non-human identities, such as AI agents, have become integral to daily business operations that can access systems and data, thereby increasing the need for governance and protection. 

CRWD sees this as a major growth opportunity and is focusing on its strategy to secure AI agents, large language models, and generative AI systems. In August 2025, the company announced new steps in this direction. 

CrowdStrike expanded Falcon Shield’s abilities to cover AI agents built with OpenAI’s ChatGPT Enterprise and Codex. This will help organizations see what these agents are doing, link them to their human creators, and stop risky behavior if an account is compromised.

CrowdStrike also launched Signal, a new AI detection engine. Signal learns what is normal in each customer’s environment and then spots unusual patterns that could indicate an early-stage attack. The company further expanded its AI Security Services with two new offerings, which include AI Systems Security Assessment and AI for SecOps Readiness. 

CrowdStrike Holdings has an expected revenue and earnings growth rate of 20.9% and -6.6%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 4.9% in the last 90 days.

Qualys Inc.

Zacks Rank #1 Qualys is benefiting from the increasing demand for cloud-based cybersecurity solutions amid growing cyber threats and digital transformation initiatives. With a diverse customer base that includes enterprises, SMBs and government entities, QLYS maintains a balanced customer mix, which keeps it resilient against fluctuations in IT spending. 

Two major AI-powered solutions of QLYS include TotalAppSec, a unified application risk management platform for web applications and APIs, and TotalAI, which focuses on AI and LLM workloads. 

QLYS’ continuous innovation and focus on expanding product capabilities position it well to navigate market challenges and sustain long-term growth despite potential macroeconomic disruptions. A continuous increase in Vulnerability Management, Detection and Response to customer penetration is an upside.

Qualys has expected revenue and earnings growth rates of 7.7% and 6.3%, respectively, for next year. The Zacks Consensus Estimate for next year’s earnings has improved 9.1% over the last 30 days. 

CyberArk Software Ltd.

Zacks Rank #2 CyberArk Software is benefiting from the rising demand for cybersecurity and privileged access security solutions due to the long list of data breaches and increasing digital transformation strategies. 

A strong presence across verticals, such as banking, healthcare, government and utilities, is safeguarding CYBR from the adverse effects of softening IT spending. Its strategic mix shift toward software-as-a-service and subscription-based solutions is driving top-line growth. Strategic acquisitions, such as Zilla Security and Venafi, are aiding CYBR’s customer and top-line growth.

With rapid technological advancement, organizations are adopting the bring your own device (BYOD) as well as hybrid working policies to enhance employee productivity. This trend, on the other hand, has made it necessary for the companies to enforce stricter data-security measures. 

Consequently, CYBR expanded the value of customer engagement by including core products such as Enterprise Password Vault and Privileged Session Manager. The products offer enterprise-level security solutions for numerous data breaches at high-profile business houses and government agencies. Apart from this, CYBR provides real-time mobile security and intelligence to any organization's existing security and mobility infrastructures.

CyberArk Software has an expected revenue and earnings growth rate of 18.9% and 18.6%, respectively, for next year. The Zacks Consensus Estimate for next year’s earnings has improved 1.7% in the last 30 days.