---
title: "Cybersecurity Stocks in Focus as Wedbush Calls Out 'Buy the Dip' Opportunity"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282544896.md"
description: "Wedbush highlights a 'Buy the Dip' opportunity in cybersecurity stocks, favoring CrowdStrike, Palo Alto Networks, Zscaler, Check Point Software, and Rubrik. Despite geopolitical tensions and rising oil prices, analysts believe demand for security tools will persist, especially with AI integration. They argue that the recent software selloff is overstretched, with major companies like Microsoft and Salesforce still focused on AI partnerships. Concerns about OpenAI and Anthropic competing with enterprise software may be overstated, as CIOs prioritize AI workflow integration."
datetime: "2026-04-13T12:30:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282544896.md)
  - [en](https://longbridge.com/en/news/282544896.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282544896.md)
---

# Cybersecurity Stocks in Focus as Wedbush Calls Out 'Buy the Dip' Opportunity

Wedbush said investors could face another uneven week as geopolitical and higher oil prices keep markets on edge, but it continued to favor CrowdStrike Holdings and other cybersecurity names, and viewing pullbacks as potential buying opportunities.

The firm listed CrowdStrike, Palo Alto Networks , Zscaler , Check Point Software and Rubrik as its preferred picks. Analysts led by Dan Ives said customers remain focused on AI rollout and enterprise use cases that may gain traction in 2026.

For CrowdStrike, Wedbush argued that artificial intelligence is not reducing demand for security tools. Instead, it said wider use of large language model agents may increase the need for monitoring, identity controls, zero-trust systems and security automation.

The note also said the recent software selloff looks overstretched, with Microsoft , Salesforce , ServiceNow and Palantir among names it views as disconnected from longer-term AI monetization prospects.

Wedbush said investor concern around OpenAI and Anthropic competing with enterprise software may be too broad, since many CIOs are still prioritizing AI partnerships and workflow integration.

### Related Stocks

- [ZS.US](https://longbridge.com/en/quote/ZS.US.md)
- [CHKP.US](https://longbridge.com/en/quote/CHKP.US.md)
- [RBRK.US](https://longbridge.com/en/quote/RBRK.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [CYBR.US](https://longbridge.com/en/quote/CYBR.US.md)
- [PANW.US](https://longbridge.com/en/quote/PANW.US.md)
- [PALU.US](https://longbridge.com/en/quote/PALU.US.md)
- [PANG.US](https://longbridge.com/en/quote/PANG.US.md)
- [CIBR.US](https://longbridge.com/en/quote/CIBR.US.md)
- [CRWL.US](https://longbridge.com/en/quote/CRWL.US.md)
- [BUG.US](https://longbridge.com/en/quote/BUG.US.md)
- [IHAK.US](https://longbridge.com/en/quote/IHAK.US.md)

## Related News & Research

- [Palo Alto Networks launches identity security platform Idira](https://longbridge.com/en/news/286841091.md)
- [Assessing Rubrik (RBRK) Valuation After Its Recent 30% Share Price Rebound](https://longbridge.com/en/news/286599821.md)
- [Zscaler Partners with Global System Integrators to Launch Project AI-Guardian to Help Accelerate Enterprise AI Adoption | ZS Stock News](https://longbridge.com/en/news/286923673.md)
- [Dear CrowdStrike Stock Fans, Mark Your Calendars for June 3](https://longbridge.com/en/news/287075809.md)
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