New Wall Street research touts our long-held view on AI and cybersecurity stocks
Summary
Wall Street analysts are increasingly saying AI will boost rather than hurt cybersecurity vendors, lifting CrowdStrike and Palo Alto Networks shares. Mizuho upgraded CrowdStrike to outperform and raised its price target after channel checks showing strong demand and citing offerings like Falcon Flex and potential benefits from the Anthropic Project Glasswing partnership. JPMorgan also named CrowdStrike and Palo Alto as clear beneficiaries of an expanding AI-driven threat landscape and argued platform vendors with proprietary data are well-positioned. The stocks have rebounded in the past month amid broader software weakness, and Jim Cramer’s Investing Club holds both names while trimming Palo Alto to make room.
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Cybersecurity Software
Endpoint Security
Cloud Security
