Cowen stock picks include: NET, CRWD, FTNT. We find the recent pullback as an entry point into durable, mission-critical industry, says Shaul Eyal of Cyber Security, Cowen. There is a combo of rotation, rich valuation, and more selective stock picking leading to YTD declines, he adds. Cowen has an outperform rating on several cybersecurity companies including Crowdstrike (CRWD), Palo Alto Networks (PANW), and Zscaler (ZS).