Summary

• We believe the market is misreading AI as a threat to cybersecurity when, in our view, it is primarily a tailwind.
• Growing AI usage means more IT surface area that needs to be protected, more complexity to manage, and faster-moving attackers, which can help boost cybersecurity spending.
• Sentiment has driven the selloff more than fundamentals. Low valuations could mean a compelling entry point for long-term investors.

Recent advances in AI models have shown real potential to streamline cybersecurity functions like vulnerability discovery, attack triage, and automated response, raising concerns about sector-wide disruption. The concern is not unfounded, but we think the market is extrapolating too far. The

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