AI is expanding the need for cybersecurity and the amount of intelligence built into physical machines. Our latest research looks at both.

​

Cybersecurity
Seven companies spanning broad security platforms, zero trust and cloud security, network security, endpoint protection and identity and access management. As AI agents, cloud workloads and distributed workforces multiply the points of access, the research examines how specialized point solutions and broad platforms are competing for enterprise security budgets.

​

Physical AI
​An embedded software provider whose QNX platform runs in software-defined vehicles. Physical AI depends on machines that sense their environment, make decisions and act, and embedded software sits at the center of that loop, where reliability and safety are essential. The research looks at the company’s shift from legacy communications to new automotive markets and its opportunity in robotics, industrial systems and other embedded markets, building on our ongoing Physical AI coverage.​

​

​Coverage Universe
Casey Ryan, AmerX Senior Equity Research Analyst, initiates coverage on eight companies across cybersecurity and Physical AI. Each report includes full financial models, competitive analysis, valuation, and risks.

​

• $BB - BlackBerry Limited

• $CRWD - CrowdStrike Holdings, Inc.

• $FTNT - Fortinet, Inc.

• $NTSK - Netskope, Inc.

• $OKTA - Okta, Inc.

• $PANW - Palo Alto Networks, Inc.

• $SAIL - SailPoint, Inc.

• $ZS - Zscaler, Inc.

​

​​​

Complete the form to request the full research report(s).  Avaialable to qualified institutional clients.