Six months ago the Cybersecurity sector was the market's punching bag.
By Vlad from Bastion on
In Q1 investors dumped security stocks on the theory that AI would commoditize them. That call aged badly.
Top 10 S&P 500 stocks by Momentum score:
🛡️ CrowdStrike 100 $CRWD 🛡️ Palo Alto Networks 100 $PANW 🛋️ Williams-Sonoma 99 $WSM 🔌 Amphenol 98 $APH 👜 Tapestry 98 $TPR 💾 NetApp 98 $NTAP ⚙️ Parker-Hannifin 98 $PH ✈️ RTX 98 $RTX 🖥️ Dell 97 $DELL 🛰️ Garmin 97 $GRMN
Cybersecurity is back at the top of the list. CrowdStrike and Palo Alto both score a perfect 100, and both beat the market on every horizon: CrowdStrike +488% over three years, Palo Alto +244%. Better agentic AI didn't commoditize security, it armed the attackers, and rising breaches mean rising security budgets.