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benzinga.comSEP 212 min read$CRWD

Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names - Palo Alto Networks (NASDAQ:PANW)

Ritholtz Wealth Management's Josh Brown and Sean Russo recommended CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT), and Cloudflare (NET) in cybersecurity, while excluding Zscaler (ZS) and SentinelOne (S). CrowdStrike's stock surged 104% this year, with strong Q2 revenue growth and raised guidance. Palo Alto and Fortinet showed mixed chart patterns, while Cloudflare broke out to new highs.

Original reporting
benzinga.com
Published Sep 21, 2026, 5:12 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 21, 2026, 5:27 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names - Palo Alto Networks (NASDAQ:PANW) — source image
Source · benzinga.com
Decision brief

The 30-second read

$CRWDNeutralLow
01

Why it matters

The piece offers no new corporate disclosures; it is a recommendation roundup.

02

Market read

A recommendation list may generate modest trading interest in the highlighted stocks but lacks fresh material.

03

What to watch

No discussion of valuation, earnings outlook, or macro risks.

Relevance 4/10Novelty 2/10Timing: none

Background

Josh Brown's column provides a curated list of cybersecurity stocks he recommends or rejects.

Company-level read

Ticker impact

$CRWDNeutralLow confidence
Context

Featured in Josh Brown's recommended cybersecurity stock list.

Expected impact

Limited short-term impact; may prompt modest buying interest.

Evidence & confidence

Article is a opinion piece without fresh data.

$PANWNeutralLow confidence
Context

Named in the title and included in the recommended cybersecurity stock list.

Expected impact

Limited short-term impact; may prompt modest buying interest.

Evidence & confidence

Article is a opinion piece without fresh data.

$FTNTNeutralLow confidence
Context

Featured in Josh Brown's recommended cybersecurity stock list.

Expected impact

Limited short-term impact; may prompt modest buying interest.

Evidence & confidence

Article is a opinion piece without fresh data.

$NETNeutralLow confidence
Context

Featured in Josh Brown's recommended cybersecurity stock list.

Expected impact

Limited short-term impact; may prompt modest buying interest.

Evidence & confidence

Article is a opinion piece without fresh data.

$ZSNeutralLow confidence
Context

Mentioned as a cybersecurity stock excluded from the recommendation list.

Expected impact

Minimal impact; likely unchanged.

Evidence & confidence

Article is a opinion piece without fresh data.

$SNeutralLow confidence
Context

Mentioned as a cybersecurity stock excluded from the recommendation list.

Expected impact

Minimal impact; likely unchanged.

Evidence & confidence

Article is a opinion piece without fresh data.

Market effects

Sector

Highlights analyst preference within cybersecurity sector.

Regional

US-focused; no regional effect.

Global

Limited to investors tracking cybersecurity equities.

Counterpoint

What could challenge this read

The list reflects personal bias; other analysts may favor different names.

Key entities

  • Analyst
    Josh Brown

    CEO of Ritholtz Wealth Management, author of the recommendation list.

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