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Which firms have been right about cybersecurity?

465 graded sell-side calls on cybersecurity names over the last year, sorted by which firm was actually right. Cantor Fitzgerald leads at 81% on 16 calls; UBS sits last at 40% on 15. The sector as a whole ran 61%.

5 names · 23 firms clearing 8 scored calls · graded through 2026-09-25. Rebuilt every morning.

Best in sector
81.2%
Cantor Fitzgerald
Sector average
61.3%
across 465 graded calls
Worst in sector
40.0%
UBS

Firm accuracy on cybersecurity

FirmAccuracy95% intervalRightScoredNamesDeepest record here
Cantor Fitzgerald 81.2% A 57–93 13 16 5 CRWD 4 of 6
Stifel 80.0% A 55–93 12 15 5 CRWD 5 of 6
Truist Securities 76.5% A 53–90 13 17 5 PANW 5 of 5
Wedbush 75.0% 47–91 9 12 4 PANW 4 of 4
BTIG 66.7% 50–80 22 33 5 PANW 7 of 10
Piper Sandler 66.7% 42–85 10 15 5 NET 3 of 5
Scotiabank 66.7% 39–86 8 12 5 CRWD 3 of 4
JPMorgan 64.7% 41–83 11 17 4 PANW 5 of 5
TD Cowen 64.7% 41–83 11 17 5 FTNT 4 of 5
Barclays 63.2% 41–81 12 19 5 CRWD 5 of 6
Wells Fargo 62.5% 43–79 15 24 5 CRWD 6 of 6
DA Davidson 62.5% 31–86 5 8 2 PANW 4 of 4
BMO Capital 60.0% 31–83 6 10 4 PANW 3 of 4
Needham 58.8% 36–78 10 17 4 PANW 4 of 5
RBC Capital 57.9% 36–77 11 19 5 CRWD 3 of 6
Morgan Stanley 57.9% 36–77 11 19 5 CRWD 4 of 6
KeyBanc 57.1% 33–79 8 14 3 ZS 4 of 7
Citigroup 56.2% 33–77 9 16 5 CRWD 2 of 5
Mizuho 54.2% 35–72 13 24 5 ZS 2 of 7
Oppenheimer 50.0% 25–75 6 12 4 PANW 3 of 5
Rosenblatt 50.0% 31–69 11 22 4 ZS 2 of 8
Citizens 41.7% 19–68 5 12 4 NET 2 of 4
UBS 40.0% 20–64 6 15 4 NET 2 of 5

Ordered by a hit rate shrunk toward the sector's own 61.3% average by 10 phantom calls, so a firm that went 13-for-16 does not outrank a deeper record on a hot streak. Raw accuracy is the column; the order is the shrunk figure. Firms under 8 scored calls in this sector are left off entirely. At these sample sizes nearly every interval includes 50%: read the order as "who has been right lately", not as proof of skill. Why there are no letter grades →

The names behind these numbers

CRWD · 66%FTNT · 60%NET · 58%PANW · 75%ZS · 43% Cybersecurity vs CIBR →

Other sectors

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How the grading works

Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. Letter grades print only where a record differs from a coin flip at two sigma; tested across the whole book on 2026-09-21, firm direction accuracy is sampling noise at these call counts, so the firm leaderboard ranks on 90-day price-target hit rate instead (the test, in full). "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.

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