Morgan Stanley Highlights Cybersecurity as a High-Growth Sector Amid Expanding Threat Landscape

Morgan Stanley's software team has identified cybersecurity as one of the fastest-growing segments in the software market, with a projected compound annual growth rate (CAGR) of ~12% from 2025 to 2028. The sector, currently valued at ~$270 billion, is expected to outpace overall software spending by ~50%, according to surveyed CIOs. The rise of AI has further amplified the attack surface, creating additional opportunities for growth in cybersecurity investments.

Despite the broader tech sector's dominance in market gains, cybersecurity stands out as a defensive and essential area of IT spend. Regulatory pressures and increasing attack velocity are driving demand for robust security solutions. The note underscores the sector's resilience and long-term potential, though no specific cryptocurrency or exchange was directly tied to the analysis.