Okta is mentioned as a cybersecurity stock with a single-digit price-to-sales valuation.
Source Post
5 Insanely Cheap Stocks I’m Buying in May
Let's Talk Money! with Joseph Hogue, CFAApr 29, 2026
The creator discusses the current market sentiment around software stocks due to AI fears, highlighting that not all software companies are equally vulnerable. He identifies Celebrite (CLBT) as a stock that is safe from AI disruption due to its critical role in law enforcement and intelligence, offering strong growth, high margins, and a significant upside potential based on its current valuation.
Linked Mentions
Tickers discussed in this post
Zscaler is mentioned as a top cybersecurity stock for sales growth.
CrowdStrike is a top cybersecurity stock with 19% upside potential based on historical valuation.
AppFolio is a vertical software company with strong margins and AI integration, offering significant upside potential.
Palo Alto Networks is a cybersecurity leader poised for 17% upside due to AI-driven threats and its strong market position.
GitLab is a software engineering company at high risk from AI coding revolution, with significant stock valuation decline.
Celebrite (CLBT) is a buy due to its critical, AI-resistant software for law enforcement, strong growth, and 60% upside potential.