Black & White Path

Aug 4, 2026 · Industry Insights

Wall Street’s Bullish Turn on Cybersecurity: Implications for Valuing China’s AI‑Security Stocks

Wall Street analysts have collectively upgraded target prices for CrowdStrike and Palo Alto Networks, arguing that AI amplifies both attacks and defenses, and the article examines how this valuation shift may repeat for Chinese AI‑security leaders amid rising domestic investor interest.