Apr. 3 at 3:04 PM
AI & ENERGY MOMENTUM WATCH | THE AI TAILWIND IS REAL
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Cybersecurity got crushed in 2026. UBS and Wedbush agree — this selloff is the entry point.
$CRWD Q4 rev
$1.3B (+23%), subs revenue staying strong. 29 Buys, 9 Holds, 0 Sells in last 3 months. Security budget growth keeps outpacing IT spend.
$ZS ARR grew 26% YoY, AI security ARR up 80%, run rate crossing
$3B. Earnings May 28. Street consensus: 53% Buy + 31% Strong Buy.
$PANW Platform consolidation strategy is working. Earnings May 19. Wedbush & UBS both list PANW as a 2026 core holding. Down 12% YTD but median PT
$200 suggests +22% upside.
$RBRK Smallest cap, biggest upside. Revenue growing 20%+ while trading 50% off highs — PEG ratio screaming value.
AI attack speeds are accelerating exponentially. AI defense spending hasn't even started. Which one are you betting on?
$CRWD $ZS $PANW $RBRK