Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility
Updated Sunday, December 14, 2025 (market data through the Dec. 12 close). US cybersecurity stocks head into the new week after a volatile stretch that mixed a dovish Federal Reserve rate cut with a sudden risk-off pulse in megacap tech—an uncomfortable combination for a sector that often trades like “defensive growth.” The result: investors are still rewarding high-quality recurring revenue and platform narratives, but they’re also getting more selective on valuation, guidance tone, and “AI spending” second-order effects. Below is what moved major US-listed cybersecurity names between Dec. 8–14, 2025, and what to watch next week across CrowdStrike (CRWD), Palo