Jim Cramer Says There Will Always Be Another DeepSeek — Here Are the 5 Best Cybersecurity Stocks to Own Right Now

3 weeks ago 15

Joel South

Fri, July 17, 2026 astatine 11:49 AM CDT 6 min read

Quick Read

  • Cramer named Palo Alto Networks and CrowdStrike arsenic apical AI-era cybersecurity plays, with PANW up 92% and CRWD up 74% year-to-date.

  • Zscaler trades 35% down year-to-date contempt 9 consecutive EPS beats, sitting good beneath its $193 expert terms target.

  • Fortinet's unmodeled hardware refresh rhythm drove merchandise gross up 41% year-over-year and shares up 102% year-to-date, the group's apical performer.

  • Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palo Alto Networks didn't marque the cut. Grab the names FREE today.

Jim Cramer conscionable told his followers that "there volition ever beryllium different DeepSeek," and helium named CrowdStrike and Palo Alto Networks arsenic the cybersecurity plays for a satellite wherever each endeavor is scrambling to partition disconnected frontier AI models and compromised agents. The wealth is already moving: Palo Alto Networks trades up 92.18% year-to-date, and the AI-security capex rhythm is lone beginning. Here are the 5 names to cognize earlier the adjacent daze hits.

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1. Zscaler (ZS): The Zero-Trust Sleeper

Zscaler (NASDAQ:ZS) is the sanction astir investors are underweighting into the AI information wave, and that is precisely the setup. CEO Jay Chaudhry has been explicit: "Zscaler is ideally positioned arsenic the cybersecurity level for the AI era. Our differentiated Zero Trust SASE architecture, which hides applications from attackers and eliminates lateral movement, has ne'er been much indispensable successful securing against threats exposed by frontier models and compromised AI agents." Zscaler is simply a motorboat spouse connected Anthropic's Project Glasswing and OpenAI's DayBreak, and it announced intent to get Symmetry Systems to govern AI cause connection astatine scale.

The Q3 FY26 numbers, reported May 26, 2026, amusement a concern firing connected each cylinders adjacent arsenic the banal lags. Revenue landed astatine $850.48 million, up 25.4% twelvemonth implicit year. ARR deed $3.52 billion, and non-GAAP EPS of $1.08 extended the bushed streak to 9 consecutive quarters.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palo Alto Networks didn't marque the cut. Grab the names FREE today.

Here is the setup cipher is talking about: shares are down 34.9% year-to-date portion fundamentals accelerate, and the expert people sits astatine $192.58 against a existent terms adjacent $147.67. The evident heavyweight is next.

2. Palo Alto Networks (PANW): The Platform Giant Cramer Named

Palo Alto Networks (NASDAQ:PANW) is the level consolidator each CISO calls archetypal erstwhile frontier AI models commencement leaking. CEO Nikesh Arora told investors connected the Q3 FY26 telephone that "Q3 was a standout 4th for Palo Alto Networks, with accelerating integrated bookings maturation arsenic customers crook to america to unafraid their AI deployments astatine scale," adding that "the latest advancements astatine the AI frontier person accrued the level of urgency astir cybersecurity." Cramer named this banal directly.

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