Nasdaq Bear Market: 2 Magnificent Stocks Down 6% and 14% You'll Regret Not Buying on the Dip

Core Viewpoint - The cybersecurity sector, particularly companies like CrowdStrike and Palo Alto Networks, remains resilient amid broader market sell-offs driven by tariff announcements, presenting potential investment opportunities despite recent stock declines [1][3][18]. CrowdStrike - CrowdStrike's Falcon platform is gaining traction as a comprehensive cybersecurity solution, allowing businesses to customize their security needs with 29 available modules [5][7]. - The company reported $4.24 billion in annual recurring revenue (ARR) for fiscal 2025, marking a 23% increase year-over-year, with a long-term goal of reaching $10 billion in ARR by fiscal 2031, indicating a potential growth of 135% [8][9]. - CrowdStrike's stock trades at a price-to-sales (P/S) ratio of 26.7, positioning it as one of the more expensive stocks in the cybersecurity space, but long-term revenue forecasts may justify this valuation [9][10]. Palo Alto Networks - Palo Alto Networks is the largest pure-play cybersecurity company by market capitalization and revenue, offering a suite of products across cloud security, network security, and security operations [11]. - The company is integrating AI into its products, with its Cortex XSIAM platform significantly reducing manual intervention in security operations, achieving a 75% reduction in security events for one customer [12]. - Palo Alto's next-generation security (NGS) portfolio, which includes AI products, generated $4.8 billion in ARR, reflecting a 37% year-over-year growth, and the company aims to triple its NGS ARR to $15 billion by fiscal 2030 [15][16].