Among the names, PANW would be my top pick. Its platform-consolidation strategy, strong ARR growth and exposure to multiple areas of enterprise security give it a compelling long-term setup. CRWD is also attractive, especially with its strong platform ecosystem and recurring revenue model.
That said, both stocks have already rerated significantly, so I wouldn’t blindly chase new highs. I think cybersecurity still has legs, but the next phase will need to be supported by earnings, cash flow and sustainable growth—not just the AI story.
For me, PANW on a meaningful pullback would be one of the more interesting opportunities on this list.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- zookee·08-11 12:42PANW on a pullback makes more sense to me too. Platform consolidation is real, but ARR needs to keep carrying the rerateLikeReport