Secunet Security: Cybersecurity Spending Could Double - This German Stock is in My Portfolio

Cybersecurity stocks in the US surged. Annual spending could double in two to three years. AI is the reason.
I'm betting on Secunet Security in Germany and anticipating a rediscovery of the stock.
Jörg Meyer
J. Meyer
Reading Time: 2 minutes

Cybersecurity stocks were among the big winners on the US stock market in 2026. Palo Alto Networks, Fortinet, and CrowdStrike saw significant gains. This is driven by the expectation that artificial intelligence will structurally increase the demand for IT security. Every new AI agent creates additional digital accesses, identities, and potential attack surfaces that need to be secured. In security tests, models from OpenAI, Anthropic, and Meta were able to exploit vulnerabilities and access real systems. This demonstrates the performance capabilities...

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