Palo Alto Networks (PANW) and CrowdStrike Holdings (CRWD) are among Wedbush Securities' top cyber security stocks heading into H2 amid strong cyber security growth.

"We are seeing a very resilient spending environment for cyber security in the field," Wedbush analysts, including Daniel Ives, said in a Sunday note. "This remains a subsector that could be a major outperformer over the rest of 2025."

Other top picks include Zscaler (ZS), CyberArk (CYBR), and Varonis (VRNS), the note said.

As malware gains sophistication and activity, the cyber security space is on track to continue its double-digit growth over the coming years, the report said.

Wedbush said it also expects more M&A for the sector given the strategic need this technology is playing in AI deployments.

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