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Bernstein downgraded Palo Alto Networks (PANW), Okta Inc. (OKTA), and SentinelOne (S) even as the cybersecurity industry sees a new bullish wave over AI safety concerns. Marley Kayden explains why the analyst is pushing back the bullish narrative a bit even though it also raised price targets for some companies. Joe Tigay discusses the outlook he sees ahead for these stocks and the overall market momentum.

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Analyst Downgraded Cybersecurity Stocks as AI Security Concerns Mount

Schwab Network

Analyst Downgraded Cybersecurity Stocks as AI Security Concerns Mount