AI's Double-Edged Sword for Cybersecurity: Outlook for CRWD, PANW, OKTA

Cybersecurity companies are a double-edged sword, says Ahmed Khan of Morningstar Wealth. While more cybersecurity companies are being created to fend off cyber threats, evolving AI technology creates more of those threats. Ahmed walks investors through his bear, base, and bull cases for CrowdStrike (CRWD) and Okta Inc. (OKTA) as the cybersecurity space grows. He sees more upside for other firms like Palo Alto Networks (PANW), Fortinet (FN) and ZScaler (ZS).

The Watch List

24 Aug 2026

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