Dan Ives Bets On Cybersecurity As 'Biggest Subsector' In Tech For 2025; Expects Strong Q2 Earnings From CrowdStrike, Zscaler, Palo Alto, Check Point
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 14 2025
0mins
Should l Buy GOOG?
Source: Benzinga
Cybersecurity as a Key Sector: Analyst Daniel Ives from Wedbush Securities predicts that cybersecurity will be the most significant subsector in technology by 2025, driven by the increasing reliance on cloud services for data storage. He identifies companies like Crowdstrike, Zscaler, Palo Alto Networks, and Check Point as potential beneficiaries during the upcoming earnings season.
Market Performance Insights: Despite recent underperformance of cybersecurity ETFs, Ives believes they will excel in 2025. He also expresses optimism about IBM's AI initiatives and highlights potential weaknesses in networking firms like Cisco and Dell as earnings reports approach.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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