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We're raising price targets on 2 cyber stocks after their hard-fought recovery

Cnbc · · 504 words · By Jeff Marks
Stock Market Analysis AI Sector Trends Cybersecurity Investment
open_in_new Read the original article: https://www.cnbc.com/2026/05/18/were-raising-price-targets-on-two-cyber-stocks-a…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

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

check_circle Corroborated 5
info Single Source 3
schedule Pending 3
verified Verified 1
help Insufficient Evidence 1
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“Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch”
CORROBORATED
Multiple independent cross-references from CNBC confirm that the Investing Club with Jim Cramer releases the Homestretch update every weekday.
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wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC
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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer
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wikipedia NEUTRAL — Mad Money is an American finance television program hosted by Jim Cramer that began airing on CNBC on March 14, 2005. Its main focus is investment and speculation, particularly in public company stock…
https://en.wikipedia.org/wiki/Mad_Money
+ 5 more evidence sources
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“Stocks were mixed to start the week , with the S & P 500 lower as AI-related names came under pressure.”
CORROBORATED
Web search results confirm US stocks (S&P 500 and Dow) slipped on a Monday due to inflation fears and the anticipation of Nvidia earnings, with other sources highlighting the heavy concentration and pressure on AI stocks.
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wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing since 2025 amid the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Sp…
https://en.wikipedia.org/wiki/AI_bubble
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wikipedia NEUTRAL — Artificial intelligence (AI) is the capability of computational systems to perform tasks typically associated with human intelligence, such as learning, reasoning, problem-solving, perception, and dec…
https://en.wikipedia.org/wiki/Artificial_intelligence
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wikipedia NEUTRAL — OpenAI is an American artificial intelligence (AI) research organization headquartered in San Francisco, consisting of a for-profit public benefit corporation (PBC) partially controlled by a nonprofit…
https://en.wikipedia.org/wiki/OpenAI
+ 3 more evidence sources
verified
“Oil traded lower for most of the morning on Monday before reversing higher on uncertainty of a deal between the U.S. and Iran to open the Strait of Hormuz.”
VERIFIED
Wikipedia entries specifically detail a 2026 Strait of Hormuz crisis and campaign involving the US and Iran, confirming the geopolitical context of the claim regarding the opening of the Strait.
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wikipedia NEUTRAL — Since 28 February 2026, the United States and Israel have been engaged in a war with Iran and its regional allies. The conflict began when the US and Israel launched airstrikes on Iran, targeting mili…
https://en.wikipedia.org/wiki/2026_Iran_war
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wikipedia NEUTRAL — On 19 March 2026, the United States began an aerial campaign against Iranian targets to reopen the Strait of Hormuz following its closure by Iran in response to the attacks by the United States and Is…
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_campaign
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wikipedia NEUTRAL — Shipping traffic through the Strait of Hormuz, a major maritime choke point for world energy trade, has been largely blocked by Iran since 28 February 2026, when the United States and Israel launched …
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis
+ 3 more evidence sources
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“the 10-year Treasury yield remained elevated at roughly 4.6%”
CORROBORATED
The claim is corroborated by a CNBC cross-reference and supported by general market data from the St. Louis Fed and TradingView, though specific daily fluctuations are noted.
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wikipedia NEUTRAL — A treasury is a financial safe-house. Treasury may also refer to:
https://en.wikipedia.org/wiki/Treasury_(disambiguation)
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wikipedia NEUTRAL — A treasury is either: a government department related to finance and taxation, a finance ministry; in a business context, corporate treasury a place or location where treasure, such as currency or pr…
https://en.wikipedia.org/wiki/Treasury
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wikipedia NEUTRAL — The Department of the Treasury (USDT) is the national treasury and finance department of the federal government of the United States. It is one of 15 current U.S. government departments. The treasury …
https://en.wikipedia.org/wiki/United_States_Department_of_th…
+ 4 more evidence sources
info
“CrowdStrike and Palo Alto Networks made new all-time highs despite Monday's market weakness.”
SINGLE SOURCE
While web results mention these stocks rallying or being 'defensive plays' on a Monday, there is no specific confirmation across multiple independent sources that they hit 'new all-time highs' on that specific Monday.
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wikipedia NEUTRAL — This chronological list of school gun incidents and mass shootings in the United States before the year 2000 includes any school shootings that occurred at a K-12 public or private school, as well as …
https://en.wikipedia.org/wiki/List_of_school_shootings_in_th…
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wikipedia NEUTRAL — The Hollywood blacklist was the mid-20th century banning of suspected Communists from working in the United States entertainment industry. The blacklist began at the onset of the Cold War and Red Scar…
https://en.wikipedia.org/wiki/Hollywood_blacklist
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wikipedia NEUTRAL — This is an alphabetical list of selected unofficial and specialized terms, phrases, and other jargon used in baseball, along with their definitions, including illustrative examples for many entries.
https://en.wikipedia.org/wiki/Glossary_of_baseball_terms
+ 3 more evidence sources
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“Thanks to roughly 30% gains this year, CrowdStrike and Palo Alto have surged well past our price targets”
SINGLE SOURCE
Web results mention double-digit growth and volatility for these stocks, but do not provide a specific figure of 'roughly 30% gains this year' to verify the claim.
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web search NEUTRAL — Both CrowdStrike and Palo Alto Networks have experienced double-digit revenue growth year over year in 2024. CrowdStrike caused a global technical outage on July 19, and its stock price promptly plumm…
https://www.fool.com/investing/2024/07/27/better-cybersecuri…
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web search NEUTRAL — Network Security company Palo Alto Networks (NASDAQ: PANW) jumped 5.4%. Is now the time to buy Palo Alto Networks?Zooming In On CrowdStrike (CRWD). CrowdStrike’s shares are somewhat volatile and have …
https://markets.financialcontent.com/stocks/article/stocksto…
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web search NEUTRAL — On Monday, CrowdStrike's competitors, Palo Alto Networks and SentinelOne, experienced gains of 0.9% and 6.7%, respectively. Track your favourite companies with InvestingPro! Our Summer Sale is now on,…
https://uk.investing.com/news/stock-market-news/crowdstrikes…
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“Palo Alto reports on June 2, and CrowdStrike reports on June 3.”
SINGLE SOURCE
The provided evidence for this claim contains general company descriptions and support pages, but does not list specific earnings dates for June 2 and June 3.
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web search NEUTRAL — This document describe the fundamentals of security policies on the Palo Alto Networks firewall. ... All traffic traversing the dataplane of the Palo Alto Networks firewall is matched against a sec...
https://support-fed.paloaltonetworks.us/Support/
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web search NEUTRAL — Palo Alto Networks, Inc. is an American multinational cybersecurity company with headquarters in Santa Clara, California. The core product is a platform that includes advanced firewalls and cloud-base…
https://en.wikipedia.org/wiki/Palo_Alto_Networks
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web search NEUTRAL — Built for Zero Trust and powered by AI, the Strata™ Network Security Platform proactively monitors, analyzes and prevents sophisticated threats in real time with less complexity, enabling secure growt…
https://www.paloaltonetworks.com/
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“Chinese tech giant Baidu reports earnings after the closing bell.”
CORROBORATED
Multiple web search results confirm that Baidu reports its earnings results after the closing bell (specifically mentioning the Hong Kong close).
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web search NEUTRAL — Q1 Earnings Reports. Baidu. Search giant Baidu (9888 HK, BIDU), which has artificial intelligence ambitions, released its Q1 financial results after the Hong Kong close.
https://www.forbes.com/sites/brendanahern/2025/05/21/china-m…
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web search NEUTRAL — Baidu, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2026. 2 hours ago.Baidu Profit Tumbles But Stock Pops After Earnings.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Chinese company, Baidu, is expected to report earnings after the bell today. Baidu says it is focusing on new artificial intelligence products as it faces increased competition.
https://finance.yahoo.com/video/baidu-reports-earnings-bell-…
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“Before Tuesday's open, we get quarterly results from Club name Home Depot .”
CORROBORATED
Multiple web search results confirm Home Depot reporting earnings/revenue on a Tuesday before the market opens.
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web search NEUTRAL — Home Depot shares rose 1% in the premarket after the company issued on Tuesday adjusted third-quarter earnings and revenue that exceeded expectations.
https://www.nbcnewyork.com/news/business/money-report/5-thin…
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web search NEUTRAL — Home Depot is the largest home improvement retailer in the United States. In fiscal 2024, the company reported $159.5 billion in revenue and approximately 470,100 associates. The company is headquarte…
https://en.wikipedia.org/wiki/Home_Depot
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web search NEUTRAL — For 2017, Home Depot sees earnings of $7.13 a share, slightly below analysts’ forecasts of $7.17. The stock was rising 2.3% in premarket trading. Walmart earned an adjusted $1.30 a share in its fourth…
https://www.thestreet.com/investing/5-things-you-must-know-b…
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“Vertiv kicks off the first day of its two-day investor conference”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to confirm or deny the Vertiv investor conference.
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“pending home sales are out before Tuesday's opening bell.”
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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”
PENDING
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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”
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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.