{"id":5772,"date":"2026-09-23T15:26:19","date_gmt":"2026-09-23T15:26:19","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=5772"},"modified":"2026-09-23T15:26:19","modified_gmt":"2026-09-23T15:26:19","slug":"josh-brown-says-these-3-cybersecurity-stocks-remain-attractive","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=5772","title":{"rendered":"Josh Brown says these 3 cybersecurity stocks remain attractive"},"content":{"rendered":"
<\/div>\n

Rapid advances in artificial intelligence are widening corporate attack surfaces, turning enterprise security into an essential operating expense rather than a discretionary technology purchase. <\/p>\n

While broader software valuations have faced significant pressure this year, cybersecurity stocks have emerged as a rare pocket of premium multiples tied to mission-critical demand.<\/p>\n

Ritholtz chief executive Josh Brown contends the current expansion cycle leaves substantial upside for select industry leaders.<\/p>\n

His analysis identifies CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FTNT) as primary vehicles to capture this ongoing re-rating.<\/p>\n

These three holdings present distinct technical entries backed by enterprise platform consolidation and accelerating balance-sheet metrics.<\/p>\n

CrowdStrike (CRWD)<\/h2>\n

CrowdStrike stock has more than doubled year-to-date<\/a> \u2013 overcoming a 25% February drop tied to AI-disruption fear.<\/p>\n

The cybersecurity firm completed a 4-for-1 split on July 1, then gained 14% on September 14 amid a sector-wide rotation. At $250, it is trading above both its 50-day and 200-day moving averages (MAs).<\/p>\n

Plus, a relative strength index (RSI) in the early 60s reflects positive momentum \u2013 with immediate support around the $220 level.<\/p>\n

CRWD\u2019s latest quarterly results underscore momentum: revenue rose 26% to $1.47 billion, net-new ARR reached a record $333 million (+51% YoY), and Falcon Flex ARR jumped 101% to $2.29 billion.<\/p>\n

And full-year ARR guidance rose to $1.35 billion alongside a 30%+ free cash flow margin. <\/p>\n

Backed by Nvidia-partnered SafeMind and a $20 billion fiscal 2035 ARR target, Brown sees \u201clong-term\u201d strength despite elevated valuation risk.<\/p>\n

Palo Alto Networks (PANW)<\/h2>\n

Palo Alto Networks stock is consolidating following a rally from $184 in May to just under $400 by late summer. At $374, it\u2019s trading in a short-term downtrend of lower highs.<\/p>\n

Its 200-day moving average at $241 sits too far below to serve as a tactical marker \u2013 while an RSI of 53 indicates neutral drift. But buyers have repeatedly defended support between $320 and $330.<\/p>\n

Fundamentally, PANW\u2019s platformization strategy continues to drive enterprise deal flow as large buyers consolidate security vendor stacks.<\/p>\n

According to Josh Brown, the pullbacks in Palo Alto Networks Inc. are worth buying for long-term holders, though he warns that weaker technical chart calls for discipline until overhead resistance clears near $400.<\/p>\n

In its latest reported quarter, the cybersecurity company came in handily above Street estimates \u2013 and is currently rated Overweight among Wall Street firms.<\/p>\n

Fortinet (FTNT)<\/h2>\n

Fortinet stock escaped a year-long stagnant trend in May, gapping from $90 to $108 post-earnings to launch a sequence of higher highs and higher lows \u2013 with the rising 50-day acting as a floor on pullbacks.<\/p>\n

Trading near $174 currently, the company\u2019s share price has consolidated in the $150\u2013$175 band since July.<\/p>\n

But technical posture remains intact: the 50-day sits at $160 and rising, above the 200-day MA at roughly $114, while an RSI of 58 reflects balanced, non-overbought momentum.<\/p>\n

Key support holds at $150, the level that has repeatedly attracted buyers during this consolidation.<\/p>\n

Fundamental demand<\/a> is sustained by corporate firewall upgrades and network architecture refresh cycles. Brown remains bullish on the breakout, but cautions that Fortinet’s history of sharp post-earnings drawdowns requires a tighter risk leash than CrowdStrike.<\/p>\n

The post Josh Brown says these 3 cybersecurity stocks remain attractive<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Rapid advances in artificial intelligence are widening corporate attack surfaces, turning enterprise security into an essential operating expense rather than a discretionary technology purchase. While broader software valuations have faced significant pressure this year, cybersecurity stocks have emerged as a rare pocket of premium multiples tied to mission-critical demand.Ritholtz chief executive Josh Brown contends the…<\/p>\n","protected":false},"author":1,"featured_media":5773,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5772","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5772","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5772"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5772\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/5773"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}