Cybersecurity companies?

With the Claude Code Security announcement creating negative sentiment across cybersecurity stocks, names like PANW, CRWD, FTNT, and NET have been dipping. For those who follow this space closely, I’m curious what the fundamentals actually look like and whether these companies have moats that AI disruption can’t easily erode. Which of these would you consider undervalued at current prices, and what metrics are you using to make that call? Open to other cybersecurity names outside these four if you think there’s better value elsewhere in the sector.