Jim Cramer Says There Will Always Be Another DeepSeek — Here Are the 5 Best Cybersecurity Stocks to Own Right Now Quick Read – Cramer named Palo Alto Networks and CrowdStrike as top AI-era cybersecurity plays, with PANW up 92% and CRWD up 74% year-to-date. – Zscaler trades 35%…
wn year-to-date despite nine straight EPS beats, sitting well below its $193 analyst price target. – Fortinet’s unmodeled hardware refresh cycle drove product revenue up 41% year-over-year and shares up 102% year-to-date, the group’s top performer. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn’t make the cut. Grab the names FREE today
Jim Cramer just told his followers that “there will always be another DeepSeek,” and he named CrowdStrike and Palo Alto Networks as the cybersecurity plays for a world where every enterprise is scrambling to wall off frontier AI models and compromised agents. The money is already moving: Palo Alto Networks trades up 92.18% year-to-date, and the AI-security capex cycle is only beginning. Here are the five names to know before the next shock hits. 1.
Zscaler (ZS): The Zero-Trust Sleeper Zscaler (NASDAQ:ZS) is the name most investors are underweighting into the AI security wave, and that is exactly the setup. CEO Jay Chaudhry has been explicit: “Zscaler is ideally positioned as the cybersecurity platform for the AI era. Our differentiated Zero Trust SASE architecture, which hides applications from attackers and eliminates lateral movement, has never been more essential in securing against threats exposed by frontier models and compromised AI agents.” Zscaler is a launch partner on Anthropic’s Project Glasswing and OpenAI’s DayBreak, and it announced intent to acquire Symmetry Systems to govern AI agent communication at scale.