technology
U.S. Cybersecurity Stocks Trade at 24% Premium to Broader Software Sector, Goldman Sachs Reports
U.S. cybersecurity stocks are trading at a 24% premium to the broader software sector based on enterprise value to forward sales as of April 15, 2026, according to a Goldman Sachs Research report. The firms are outperforming the sector with stocks at more than a 20% premium on the same metric.
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U.S. cybersecurity stocks are trading at a 24% premium to the broader software sector, measured by enterprise value to forward sales, as of April 15, 2026, according to a Goldman Sachs Research report published this week, Benzinga reported. U.S. Software sector, with their stocks trading at more than a 20% premium when measured by enterprise value to forward sales, the report stated.
U.S. Gabriela Borges, a software sector analyst with Goldman Sachs Research, said software industry leaders should look to cybersecurity for inspiration on meeting AI challenges, Benzinga reported.
“Over the last 10 years, cybersecurity firms have been dealing with existential threats,” Borges said. The valuation data in the Goldman Sachs Research report underscores the sector's strong performance amid ongoing challenges.
