ETFs

Goldman Sachs Analyst Says Cybersecurity Stocks Are Outpacing Broader Software Sector— 'Set A Good Bar'

Mohd Haider — Sat, 25 Apr 2026 08:32:04 +0000

U.S. cybersecurity stocks are trading at a 24% premium to the broader software sector, measured by enterprise value to forward sales as of Apr. 15, according to a Goldman Sachs (NYSE:GS) Research report published this week.

Cybersecurity firms are outperforming the broader US software sector, according to Goldman Sachs Research—with their stocks trading at more than a 20% premium when measured by enterprise value to forward sales. Read more: https://t.co/Sc3uvwMScN

— Goldman Sachs (@GoldmanSachs) April 24, 2026

Gabriela Borges, a software sector analyst with Goldman Sachs Research, says software industry leaders should look to cybersecurity for inspiration on meeting AI challenges.

“Over the last 10 years, cybersecurity firms have been dealing with existential threats,” Borges said. “Now they show ...

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLK)	State Street Technology Select Sector SPDR ETF	158.6200	2.780	1.78	204.8K
(NYSE:XLY)	State Street Consumer Discretionary Select Sector SPDR ETF	118.2800	0.540	0.45	12.4K
(NYSE:XLI)	State Street Industrial Select Sector SPDR ETF	174.5281	0.458	0.26	5.2K

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLE)	State Street Energy Select Sector SPDR ETF	56.5113	-0.469	-0.83	1.0 million
(NYSE:XLV)	State Street Health Care Select Sector SPDR ETF	145.2100	-1.030	-0.71	14.0K
(NYSE:XLB)	State Street Materials Select Sector SPDR ETF	51.5500	-0.260	-0.51	7.8K
(NYSE:XLF)	State ...

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Goldman Sachs Analyst Says Cybersecurity Stocks Are Outpacing Broader Software Sector— 'Set A Good Bar'

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