AI-Driven Panic Sparks Cybersecurity Market Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 15 2026
0mins
Should l Buy MS?
Source: Yahoo Finance
- Market Value Loss: On February 3, the software industry experienced a panic-driven loss of approximately $300 billion in market value, highlighting the urgent need for increased investments in AI security.
- Security Spending Priority: Morgan Stanley analyst Meta Marshall noted that 14% of organizations have reported AI-related breaches, projecting that the AI security market could grow from $16 billion to over $45 billion in the coming years, with a CAGR of 30-40%.
- Stock Recommendations: Marshall is optimistic about CrowdStrike (CRWD) and Palo Alto Networks (PANW), with price targets of $537 and $245 respectively, indicating potential upside of 25% and 47%.
- Long-Term Investment Opportunities: The analyst sees attractive entry points in stocks like Zscaler (ZS) and Netskope (NTSK), expecting Zscaler's annual recurring revenue growth to reach 24%-25% and Netskope's to exceed 30% year-over-year.
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Analyst Views on MS
Wall Street analysts forecast MS stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 166.170
Low
132.00
Averages
185.00
High
219.00
Current: 166.170
Low
132.00
Averages
185.00
High
219.00
About MS
Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
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See More
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- Bank of America Upgrades Vale: Bank of America upgraded Vale from hold to buy, suggesting that now is an attractive entry point for investors in the iron ore producer, despite Vale's stock dropping nearly 7% since the Iran conflict began, while iron ore prices have risen about 8%.
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