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Cybersecurity stocks are back with a vengeance. Here are three in Josh Brown's list

Cnbc · · 2194 words · By Josh Brown; Sean Russo; Joshua Brown
AI as a Growth Catalyst Cybersecurity Market Bull Case Technical Analysis of Software Stocks
open_in_new Read the original article: https://www.cnbc.com/2026/05/18/cybersecurity-stocks-are-back-with-a-vengeance-h…

psychologyDetected Techniques

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Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 80% confidence
Overstating facts or claims to create a stronger emotional response.
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Oversimplification 70% confidence
Reducing a complex issue to a simplistic framing that distorts understanding.

fact_checkFact-Check Results

20 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 10
check_circle Corroborated 6
help Insufficient Evidence 2
verified Verified By Reference 1
info Single Source 1
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“Anthropic was forced to disclose a highly disturbing development involving its Mythos model detecting hundreds of security flaws at some of the largest corporate entities in the world”
CORROBORATED
Multiple independent web sources confirm that Anthropic's Mythos model has sophisticated hacking/security research capabilities and has been used to expose security flaws, including in macOS.
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web search NEUTRAL — Anthropic holds Mythos model due to hacking risks.Threat level: Mythos Preview is "extremely autonomous" and has sophisticated reasoning capabilities that give it the skills of an advanced security re…
https://www.axios.com/2026/04/07/anthropic-mythos-preview-cy…
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web search NEUTRAL — With Mythos, Anthropic appears to have made two significant leaps compared to previous models. One is that Mythos can find bugs with little guidance—it doesn’t need to be pointed at particular code an…
https://thelogic.co/news/the-big-read/anthropic-mythos-recog…
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web search NEUTRAL — Anthropic’s Mythos AI Exposes Security Flaws in Apple’s (AAPL) Uncrackable macOS.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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“it created something called Project Glasswing to address the problem”
CORROBORATED
Multiple sources confirm the launch of Project Glasswing as a cybersecurity initiative by Anthropic to address vulnerabilities identified by AI.
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wikipedia NEUTRAL — Claude is a series of large language models developed by American software company Anthropic. Claude was released as a AI chatbot in March 2023. It is also used in AI-assisted software development. Cl…
https://en.wikipedia.org/wiki/Claude_(language_model)
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web search NEUTRAL — Anthropic is committing up to $100M in usage credits for Mythos Preview across these efforts, as well as $4M in direct donations to open-source security organizations. Project Glasswing is a starting …
https://www.anthropic.com/glasswing
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web search NEUTRAL — Mythos Preview is a general-purpose frontier model—not a specialized security tool. Anthropic didn't train it to hack. The cybersecurity capabilities, as Anthropic puts it, "emerged as a downstream co…
https://particula.tech/blog/anthropic-mythos-project-glasswi…
+ 1 more evidence source
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“The list of partner companies named in the Glasswing press release included Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorgan Chase, the Linux Foundation, Microsoft, Nvidia and Palo Alto Networks.”
CORROBORATED
The list of partners (AWS, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorgan Chase, Linux Foundation, Microsoft, Nvidia, and Palo Alto Networks) is explicitly mentioned across multiple search results regarding the Project Glasswing announcement.
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web search NEUTRAL — Project Glasswing unites Apple, Google, Anthropic to secure systems from AI threats. After discovering thousands of serious software flaws, Anthropic’s new AI model has pushed major tech firms to unit…
https://interestingengineering.com/ai-robotics/project-glass…
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web search NEUTRAL — Anthropic committing $100M with AWS, Microsoft, Google, CrowdStrike, Cisco, Apple, Broadcom, Palo Alto Networks, and JPMorganChase says everything about where the industry is heading.
https://www.linkedin.com/posts/pvarughese_project-glasswing-…
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web search NEUTRAL — Introduction. Today we’re announcing Project Glasswing1, a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Fou…
https://www.anthropic.com/glasswing
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“As of May 18 , there are 184 names on The Best Stocks in the Market list.”
VERIFIED BY REFERENCE
The provided evidence contains general information about the month of May and the S&P 500, but no mention of a specific list called 'The Best Stocks in the Market' or a count of 184 names.
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — In finance, a stock market index or stock index is an index that measures the performance of a stock market, or of a subset of a stock market. It helps investors compare current stock price levels wit…
https://en.wikipedia.org/wiki/Stock_market_index
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wikipedia NEUTRAL — The May 6, 2010, flash crash, also known as the crash of 2:45 or simply the flash crash, was a United States trillion-dollar flash crash (a type of stock market crash) which started at 2:32 p.m. EDT a…
https://en.wikipedia.org/wiki/2010_flash_crash
+ 3 more evidence sources
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“FTNT beat on top and bottom lines, growing revenue 20% year over year and EPS up 41% year over year.”
CORROBORATED
Web results confirm Fortinet (FTNT) had strong growth, with one source specifically mentioning 20% year-over-year top-line growth and another mentioning revenue increases of ~20% in specific quarters.
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web search NEUTRAL — Total billings increased 31% year over year to $2.09 billion, led by 32% growth in secure networking, more than 70% growth in OT, 31% growth in Unified SASE and 23% growth in AI-driven security operat…
https://finance.yahoo.com/markets/stocks/articles/fortinet-q…
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web search NEUTRAL — Product revenue increased ~20% year-over-year to $691 million in Q4, with both hardware and software each growing ~20%.When does Fortinet (FTNT) report earnings?
https://www.tipranks.com/stocks/ftnt/earnings
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web search NEUTRAL — This estimate indicates a year-over-year change of +3.5%. Revenues for the quarter are expected to be $1.13 billion, up 20.1% from the year-ago quarter. The consensus EPS estimate for Atlassian has be…
https://www.nasdaq.com/articles/fortinet-ftnt-reports-next-w…
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“Their cybersecurity networking segment (66% of billings) was up 32% year over year, AI-driven security operations were up 23%”
CORROBORATED
A search result explicitly states that total billings were led by 32% growth in secure networking and 23% growth in AI-driven security operations.
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wikipedia NEUTRAL — Phishing is a form of social engineering and a scam where attackers deceive people into revealing sensitive information or installing malware such as viruses, worms, adware, or ransomware. Phishing at…
https://en.wikipedia.org/wiki/Phishing
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wikipedia NEUTRAL — Arista Networks, Inc. is an American provider of client to cloud networking services for large data center/AI, campus and routing environments.
https://en.wikipedia.org/wiki/Arista_Networks
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wikipedia NEUTRAL — Fortinet, Inc. is an American cybersecurity company headquartered in Sunnyvale, California. It develops and sells security products including firewalls, endpoint security and intrusion detection syste…
https://en.wikipedia.org/wiki/Fortinet
+ 3 more evidence sources
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“$820M of stock was repurchased for the quarter and $500M in debt was paid.”
CORROBORATED
SiliconANGLE reports that Fortinet repurchased $823 million of stock (close to the claimed $820M) and repaid $500 million in senior notes.
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web search NEUTRAL — The quarter also saw Fortinet repurchasing $823 million of stock and repaying $500 million in senior notes that came due. Cash and short-term investments stood at $3.29 billion as of the end of March.
https://siliconangle.com/2026/05/06/fortinet-shares-surge-fi…
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web search NEUTRAL — $347.95 Million in Sales Expected for IPG Photonics Co. (NASDAQ:IPGP)...
https://www.marketbeat.com/stocks/NASDAQ/IPGP/
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web search NEUTRAL — Investing.com-- Most Asian stock markets fell on Monday, with technology shares leading losses ahead of earnings from AI heavyweight Nvidia later this week, while rising oil prices and escalating Midd…
https://www.investing.com/
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“the price compressed into the $83 to $88 range... Then came the Q1 earnings print on May 6, and FTNT exploded out of the prior range. The stock is now at $124”
SINGLE SOURCE
While evidence confirms Fortinet is a cybersecurity company, there is no specific data in the provided evidence regarding the stock price range of $83-$88 or the current price of $124.
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web search NEUTRAL — Fortinet, Inc. is an American cybersecurity company headquartered in Sunnyvale, California. It develops and sells security products including firewalls, endpoint security and intrusion detection syste…
https://en.wikipedia.org/wiki/Fortinet
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web search NEUTRAL — Fortinet delivers cybersecurity everywhere you need it. We secure the entire digital attack surface from devices, data, and apps and from data center to home office.
https://www.fortinet.com/
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web search NEUTRAL — Fortinet is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, zero-trust access, and security operations.
https://finance.yahoo.com/quote/FTNT/?fr=sycsrp_catchall
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“PANW... was down 36% from highs through late February”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“they now have 1,550 customers fully on their platform, those customers are spending 19% more year over year, and the subscription business is growing 33%”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“their standout AI-powered security operations tool and their cloud security suite both surpassing $500M+ in recurring revenue.”
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“buying CyberArk (identity security) and Chronosphere (cloud monitoring)”
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“are targeting $20 billion in subscription revenue by 2030.”
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“PANW is now at $245”
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“The stock was down 37% in February while its forward multiple on earnings was down 52% from highs.”
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“The multiple... nearly doubled from 72x in February to 122x today.”
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“Revenue is up 23%, they just crossed $5.25 billion in recurring revenue”
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“Their flexible subscription model (Falcon Flex) has been a huge hit, growing 120% year over year”
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“CRWD is also gearing up for earnings in early June, with expectations of 24% top line revenue growth, 54% EBIT growth, and 46% EPS growth, all year over year.”
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“CRWD is now at $607”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.