Alaska Airlines' recent nationwide flight grounding due to a major IT failure highlights the airline industry's critical need for reliable technology. This event creates an investment opportunity in companies providing robust IT infrastructure, cloud services, and cybersecurity to prevent such costly disruptions.
Published on October 25
Alaska Airlines' IT failure serves as a stark reminder that even brief technology outages can ground entire fleets and cost millions. This creates urgent demand for better IT infrastructure across all airlines.
Airlines can no longer afford to rely on outdated systems. The industry is entering a major technology modernisation phase, creating significant opportunities for IT and cybersecurity providers.
These aren't optional upgrades - they're essential investments. Airlines need bulletproof IT systems to operate safely and efficiently, making these technology providers increasingly valuable partners.
Alaska Airlines' recent nationwide flight grounding due to IT failure highlights a critical vulnerability across the aviation industry. This creates a compelling investment opportunity in companies that provide the robust technology infrastructure airlines desperately need to prevent costly disruptions and maintain operational reliability.
This group combines technology providers specialising in cloud infrastructure, cybersecurity, and data management with select airlines that represent the end market for these upgrades. The theme captures potential increased spending as carriers modernise their digital systems following high-profile IT failures.
These companies were handpicked by professional analysts based on their essential role in airline operations and IT security. From cloud services to cybersecurity solutions, each provides critical technology that airlines need to prevent the kind of system failures that can ground entire fleets.
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ALK: $5.50B
NET: $73.44B
CYBR: $25.30B
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Alaska
ALK
Current Price
$42.84
As the airline that suffered the grounding, Alaska Air Group is now highly motivated to invest heavily in upgrading its IT infrastructure to prevent f...
As the airline that suffered the grounding, Alaska Air Group is now highly motivated to invest heavily in upgrading its IT infrastructure to prevent future incidents.
CLOUDFLARE INC
NET
Current Price
$276.62
Cloudflare provides essential cloud-based security and reliability services, crucial for preventing the kind of IT failures that grounded Alaska Airli...
Cloudflare provides essential cloud-based security and reliability services, crucial for preventing the kind of IT failures that grounded Alaska Airlines.
CROWDSTRIKE HOLDINGS INC
CRWD
Current Price
$184.41
CrowdStrike offers cloud-native cybersecurity solutions that protect endpoints and cloud workloads, directly addressing the vulnerabilities highlighte...
CrowdStrike offers cloud-native cybersecurity solutions that protect endpoints and cloud workloads, directly addressing the vulnerabilities highlighted by the IT outage.
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On average, analysts expect assets in this group to grow 8.93% over the next year.
11 of 13 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+8.93%
