Jim Cramer Names Palo Alto Networks and CrowdStrike as Top Cybersecurity Stocks for the AI Era

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โดย Yahoo Finance·Read original
Summary · why it matters

Jim Cramer told his followers that there will always be another DeepSeek and named Palo Alto Networks and CrowdStrike as the cybersecurity plays for a world where every enterprise is scrambling to secure frontier AI models and compromised agents. Palo Alto Networks shares are up 92.18% year-to-date, CrowdStrike is up 73.87% year-to-date, and Fortinet leads the group with a 102.47% year-to-date gain. Cramer also highlighted Zscaler, which is down 34.9% year-to-date despite nine straight EPS beats and an analyst target of $192.58, and Cloudflare, which is up 38.2% year-to-date as it pivots to an agentic AI-first company. The five stocks are positioned to benefit from enterprise budget shifts toward AI security infrastructure.

Impact on stocks 6

Cybersecurity & Digital Trust▲ · 6 stocks
Crowdstrike Holdings Inc
CRWD
▲ PositiveDemandrelevance

Cramer names CrowdStrike as a top cybersecurity play for AI era, benefiting from enterprise budget shifts toward AI security.

Palo Alto Networks Inc
PANW
▲ PositiveDemandrelevance

Cramer names Palo Alto Networks as a top cybersecurity stock for AI era, benefiting from enterprise AI security spending.

Fortinet Inc
FTNT
▲ PositiveDemandrelevance

Fortinet leads cybersecurity group with 102.47% YTD gain, positioned to benefit from AI security infrastructure spending.

Cloudflare Inc
NET
▲ PositiveDemandrelevance

Cloudflare pivots to agentic AI-first company, benefiting from AI security demand.

Zscaler Inc
ZS
± MixedDemandrelevance

Zscaler is down 34.9% YTD despite EPS beats and analyst target, but still positioned to benefit from AI security shift.

ZSCALER INC. DL-,001
0ZC
± MixedDemandrelevance

Mentioned as a cybersecurity stock that could benefit from AI security spending, but noted as down 34.9% YTD despite EPS beats, with no specific catalyst.

Theme Impact 4

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