tech
March 3, 2026
Never mind the AI fears. This beat-up cybersecurity play is a 'screamer,' Josh Brown says
This cybersecurity stock is down more than 16% in 2026, feeling the pressure from worries over AI disruption.
TL;DR
- CrowdStrike shares declined by nearly 16% in February due to AI disruption fears.
- Josh Brown is bullish on CrowdStrike, calling it a 'screamer' under $400.
- Brown dismisses concerns that AI bug detectors will replace existing cybersecurity.
- He praises CrowdStrike CEO George Kurtz and the AI-powered Falcon platform.
- Malcolm Ethridge also sees buying opportunities, especially if shares dip after earnings.
- The shift towards agentic AI is expected to benefit cybersecurity companies by increasing the need for oversight.
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