4) SentinelOne (S): A rising star in endpoint security, its purely AI-driven Singularity platform is highly competitive in detection and response. In 2025, it acquired Prompt Security, directly entering the AI security and data breach prevention field. With a relatively low valuation (forward P/S below 4.5x), AI is propelling it from a challenger to a mainstream player. Insider buying is active, and it's considered a high-value dark horse for 2026. 5) Fortinet (FTNT): A hardware + software combined cybersecurity player. Its Security Fabric platform uses AI to automate threat detection and response, benefiting from the surge in AI traffic in high-traffic networks and SD-WAN scenarios. Although its growth is slightly slower than pure software players, AI reinforces its positioning of "high cost-effectiveness + enterprise-grade reliability." With the cheapest valuation, it's often seen as a defensive option. Other noteworthy but less specialized or niche companies include CyberArk (CYBR) (identity security + AI credential abuse prevention) and Okta (OKTA) (identity management + AI risk scoring). In terms of benefit level, CRWD, ZS, and PANW are core AI-driven cyber platforms, deeply embedded with AI threat detection/zero trust/endpoint protection, and are widely recognized as the "AI cyber giants." Cloudflare ranks fourth due to its unique capture at the AI agent infrastructure level (edge + no GPU overhead), benefiting more "structurally" than purely cyber. SentinelOne is a high-growth, undervalued dark horse, while Fortinet is more stable but has the least AI elasticity. Overall, the logic for cyber stocks in the AI era is "the greater the threat, the more expensive the protection, and the more essential the AI tools." These companies, unlike Cloudflare, are not edge/developer-oriented, but they all gain structural advantages in the AI-driven "attack and defense upgrade."