
3 Cybersecurity Stocks to Buy for the Age of Generative AI
Multiple factors are increasing the need for more cybersecurity software solutions. These companies are taking different approaches to growing amid the rise of generative AI.
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Multiple factors are increasing the need for more cybersecurity software solutions. These companies are taking different approaches to growing amid the rise of generative AI.

Palo Alto Networks PANW and Okta Inc. OKTA are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While PANW focuses broadly on next-gen firewalls, cloud security and AI-driven threat detection, OKTA focuses on identity and access management, providing cloud-based solutions that help businesses safeguard user data.

Cambria Investment Management L.P. purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,007 shares of the network technology company's stock, valued at approximately $3,259,000.

Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock?

#CybersecurityStocks #StockstoBuy #CyberStocks And why this industry in particular stands to benefit from AI disruption. In this bonus episode of The Morning Filter podcast, co-host Dave Sekera talks with Morningstar senior analyst Malik Ahmed Khan about cybersecurity stocks.

Avity Investment Management Inc. boosted its stake in Palo Alto Networks, Inc. (NASDAQ: PANW) by 4.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 190,120 shares of the network technology company's stock after acquiring an additional 8,429 shares

Danica Pension Livsforsikringsaktieselskab bought a new position in Palo Alto Networks, Inc. (NASDAQ: PANW) in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 21,500 shares of the network technology company's stock, valued at approximately $4,378,000. Several other institutional investors and hedge funds

Achmea Investment Management B.V. lowered its holdings in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 8.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 270,933 shares of the network technology company's stock after selling 23,899 shares

One trader sees notable upside in Adobe (ADBE) shares over the next three days. The same can't be said for Nvidia (NVDA), where one trader issued 40,000 put contracts for April.

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

As big as it is, the e-commerce industry has only scratched the surface of what it could become. The need for cybersecurity solutions is never going to go away.

Cybersecurity stocks experienced a sell-off in early 2026 amid fears of AI-fueled industry disruption. Palo Alto Networks and Okta are among the companies that saw share price declines.

PANW's platformization push lifts NGS ARR 33% to $6.33B in the second quarter of fiscal 2026, as enterprises adopt unified security platforms.

Alliancebernstein L.P. lessened its position in Palo Alto Networks, Inc. (NASDAQ: PANW) by 16.3% in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,690,807 shares of the network technology company's stock after selling 330,332 shares during the quarter. Alliancebernstein L.P. owned approximately

Benchmark Investment Advisors LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 18,286 shares of the network technology company's stock, valued at approximately $3,724,000. Palo Alto Networks accounts

Banque Transatlantique SA lifted its holdings in Palo Alto Networks, Inc. (NASDAQ: PANW) by 173.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 331,426 shares of the network technology company's stock after acquiring an additional 210,098 shares during the quarter.

Glenmede Investment Management LP raised its stake in Palo Alto Networks, Inc. (NASDAQ: PANW) by 5.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 209,092 shares of the network technology company's stock after acquiring an additional 9,940 shares during

Archon Partners LLC lifted its holdings in Palo Alto Networks, Inc. (NASDAQ: PANW) by 79.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,000 shares of the network technology company's stock after purchasing an additional 23,970 shares

CrowdStrike's cloud-native approach is locking in lots of customers. Palo Alto's platformization strategy will widen its moat.

With pro-Iran retaliatory cyberattacks escalating following U.S.-Israeli strikes, CISA leadership in turmoil, and AI agents rapidly expanding corporate attack surfaces, the cybersecurity investment case has never been more urgent.