Cyber security field is very competitive, and is very specialize

It is unlike Symantec, McAfee, etc. Most IT professionals, if they are not working in the field, don't understand their technologies very well. So the evaluation could be very off, and there would be hypes. A few companies will survive and shine, most would burst. If you don't know them well, it is a good strategy to harvest the profit and run, not holding long-term positions.