If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen its platform and accelerate ARR growth, giving it catalysts beyond traditional cybersecurity. Demand is also becoming increasingly essential as companies deploy more AI.
That said, I wouldn’t chase stocks at all-time highs. I’d rather wait for pullbacks and DCA into PANW or CRWD. Banking and defense remain fundamentally strong, but cybersecurity offers the most attractive combination of secular growth and pricing power to me.
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- LeeTed·13:02TOPPANW for me too — platform story is stronger, but I’d wait for a pullback before adding more. Do you think CRWD rerated too fast?1Report