1 Genius Cybersecurity Stock to Buy On the Dip
1 Genius Cybersecurity Stock to Buy On the Dip
https://www.fool.com/investing/2026/02/28/1-genius-cybersecurity-stock-to-buy-on-the-dip/
Publish Date: 2026-02-28 09:45:00
Source Domain: www.fool.com
Software stocks as a whole have been getting slammed in recent weeks. There’s really only one culprit for this mess: Anthropic. Anthropic is a leading company in the generative AI space, and is seen as the leader in coding generative AI. Some of its products have made it possible to write programs that replace several software products for which companies pay millions. This has caused several software stocks to tumble in valuation, as the market is unsure about their future.
Recently, Anthropic released its new capability: Cybersecurity. Essentially, it allows users to scan for security weak points and can develop the code necessary to patch these vulnerabilities. That release caused several cybersecurity companies to sell off, as there is now a worry that this could replace them, too.
However, I think this is overblown. This is a useful feature that helps software developers address vulnerabilities, but it is far from a cybersecurity platform that helps protect enterprise devices and data. That job is best left to experts like CrowdStrike (CRWD 2.36%), and the recent sell-off has opened up a rare buying opportunity.
Image source: Getty Images.
CrowdStrike is a leader in the security sector
CrowdStrike’s primary offering is endpoint protection, which secures network endpoints (like a laptop) from being accessed by an external threat. It does this by monitoring every device on a network using AI. If it detects suspicious activity, then it can quickly shut down access before any harm is done. While Anthropic’s product may ensure that developers can keep their software safe from vulnerabilities, CrowdStrike is actively working to prevent external threats. These are two important activities that accomplish different goals, which is why the sell-off on CrowdStrike’s stock is a bit ridiculous.
Today’s Change
(-2.36%) $-8.98
Current Price
$372.12
Key Data Points
Market Cap
$94B
Day’s Range
$359.52 – $373.49
52wk Range
$298.00 – $566.90
Volume
210K
Avg Vol
3.3M
Gross…
