China Ban

Geopolitical tensions are impacting cybersecurity stocks like Palo Alto Networks, CrowdStrike, and Broadcom due to China’s restrictions on U.S. and Israeli software. Despite short-term stock dips, our fundamental investment outlook remains strong. Palo Alto Networks’ platformization strategy and minimal China exposure, CrowdStrike’s lack of direct sales in China, and Broadcom’s strong AI backlog support our positive ratings and price targets for these companies.