Group 1 - CrowdStrike, C.H. Robinson, and Compass are identified as stocks that have been unfairly impacted by concerns over AI disruption [1] - Analysts suggest that the market's reaction to these companies is exaggerated and does not reflect their underlying fundamentals [1] - The fear of AI disruption has led to a mispricing of these stocks, presenting potential investment opportunities [1]

Core Insights - Analysts from Wedbush see significant potential gains for cybersecurity stocks, particularly Palo Alto Networks, CrowdStrike, and ZScaler, as demand for cybersecurity services is expected to rise due to increasing AI-related risks [1][1] Group 1: Company Analysis - CrowdStrike is regarded as the "gold standard of cybersecurity" despite a 13% decline in its stock year-to-date, with a price target of $600 indicating nearly 50% upside from its recent level around $408 [1][1] - ZScaler is identified as a "premier name" in the cybersecurity space, with a strong product pipeline and AI strategy, and analysts project its stock could double to $350 in the next 12 months [1][1] - Palo Alto Networks is set to report earnings soon and has improved its value proposition through recent acquisitions, with a price target of $225 suggesting a 37% increase from its recent stock level [1][1] Group 2: Market Context - The cybersecurity sector is viewed as undervalued by investors, with analysts suggesting that the industry's growth opportunities are being underestimated amid broader market losses in software stocks [1][1] - The upcoming earnings reports for ZScaler and CrowdStrike are anticipated to provide further insights into the companies' performances and market positions [1][1]

Cybersecurity stocks are pulling away from the software sell-off, and AI is the reason Proactive uses images sourced from Shutterstock Wall Street's current skittishness about software stocks has a blind spot: cybersecurity. While broader tech has sold off, the firms protecting enterprises from digital attacks are seeing pipeline growth that analysts at Wedbush describe as running well above historical norms, and the driver is the same technology rattling investors elsewhere. AI is simultaneously the th ...

Group 1 - CrowdStrike has been named Frost & Sullivan's 2026 Company of the Year for Cloud Workload Security and the 2025 Company of the Year for Global SaaS Security Posture Management for the second consecutive time [1] - These recognitions validate CrowdStrike's leadership in cloud runtime security across cloud workloads, SaaS environments, and AI through a single, unified platform [1] - The acceleration of AI is driving increased cloud adoption [1]

CrowdStrike (CRWD) shares have inched higher in recent sessions on the back of a high-profile analyst upgrade and a strategic expansion into the consumer market (NordVPN deal). The cybersecurity firm now looks headed to challenge its 20-day moving average (MA) at the $434 level. A decisive break above that price could further accelerate upward momentum in the near term. More News from Barchart While CrowdStrike stock has already gained some 14% since Feb. 5, HSBC sees it pushing higher still through th ...

瑞穗将CrowdStrike的目标价从540美元下调至490美元，维持"中性"评级。(格隆汇) ...

CrowdStrike (NASDAQ:CRWD) is one of the AI Stocks to Watch. On February 12, leading privacy and security-focused VPN service NordVPN announced that it has selected CrowdStrike (NASDAQ:CRWD) to power its Threat Protection Pro feature. This will allow the company to integrate enterprise-grade business intelligence into consumer security. The collaboration will enable CrowdStrike Threat Intelligence to enhance NordVPN’s ability to protect users against modern cyber threats while maintaining a privacy-first ...

1,538,891+$8.64+6.82%$135.35## Top Losing Stocks[Constellation Brands][STZ]• Vol: 6,064,575-$13.068.04%$149.30[Norwegian Cruise Line][NCLH]• Vol: The AI-Fueled Cyber Threat Boom Means These Two Stocks Will Win Big - 24/7 Wall St.[S&P 5006,844.80 +0.13%][Dow Jones49,552.60 +0.16%][Nasdaq 10024,693.00 -0.11%][Russell 20002,640.50 -0.25%][FTSE 10010,488.40 +0.33%][Nikkei 22556,813.00 -1.26%][Investing]# The AI-Fueled Cyber Threat Boom Means These Two Stocks Will Win Big### Quick ReadZscaler ([ZS]) tracked 989. ...

Core Viewpoint - Barclays believes that the current market panic regarding generative AI (GenAI) is based on a "worst-case scenario" assumption, predicting the extinction of traditional software companies, which mirrors the panic seen a decade ago with the rise of Amazon AWS [1][2] Historical Context - The current investor sentiment in the software sector is extremely negative, with a simplistic investment logic of buying AI newcomers and shorting traditional software [2] - This situation is reminiscent of the panic surrounding AWS's growth, where established software companies faced similar doomsday predictions, yet none went bankrupt due to AWS competition [4][5] Market Dynamics - Historical data shows that while AWS gained significant market share, it did not lead to the extinction of mature software companies; instead, these companies evolved and thrived [4][5] - The market's current indiscriminate sell-off of software stocks, with the IGV (software ETF) down approximately 24% year-to-date, is viewed as irrational [6] Mispricing Opportunities - Barclays identifies significant mispricing opportunities in the current market, particularly for companies with strong core record systems and specific domain moats that are being undervalued [1][6] - The panic selling creates an opportunity for investors to identify industry leaders that have been unfairly punished [7] Defensive Sectors - Two defensive sectors highlighted are: 1. Owners of record systems, such as Salesforce and SAP, which hold core enterprise data and are difficult to replace [9] 2. Vertical SaaS companies, like Veeva Systems and Tyler Technologies, which possess deep domain-specific data moats [9] Company Performance - Notable company performances include: - CyberArk's market cap surged from $885 million to $22.516 billion, a 2443% increase [8] - Microsoft and Google also saw significant market cap growth, with increases of 1048% and 871%, respectively [8] - Traditional companies like Teradata experienced a 73% decline, while others like Tableau and Splunk were acquired at high premiums [8]

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is recognized as an attractive investment opportunity due to its valuation and growth potential in the AI-driven cybersecurity sector, with a price target set at $446.00 by HSBC analyst Stephen Bersey [1]. Group 1: Financial Performance - HSBC projects a non-GAAP EPS CAGR of 38.3% for CrowdStrike over FY26-29, supported by a strong revenue CAGR of 27.5% and an expansion of non-GAAP operating margins by 775 basis points [2]. - The company's non-GAAP operating margin for CY26 is estimated at 21.6%, which is below the 40%+ margins of other established software companies, indicating significant room for improvement [3]. Group 2: Competitive Advantages - CrowdStrike holds a leadership position in the high-growth area of cybersecurity, benefiting from its cloud-native architecture and structural advantages in AI/ML-driven detection [1]. - The firm highlights that competitors like Palo Alto face challenges in scaling endpoint data aggregation, giving CrowdStrike a competitive edge [2]. - The rising adoption of cloud-based software and the ongoing AI revolution are expected to further enhance CrowdStrike's market position [3].