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CrowdStrike and Palo Alto Networks Are Soaring, but Is the Rally Already Priced In?
CrowdStrike’s 51% net new annual recurring revenue growth is seen as priced in, while Palo Alto’s 63% Next-Gen Security ARR still supports upside.
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4 Articles
4 Articles
CrowdStrike and Palo Alto Networks Are Soaring, but Is the Rally Already Priced In?
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.
·Lakewood, United States
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CrowdStrike and Palo Alto Soared on AI Fears, Then Bernstein Called the Top
AI safety warnings from Anthropic's Dario Amodei and OpenAI's Sam Altman sent cybersecurity stocks like CrowdStrike and Palo Alto Networks to record highs on September 14, while chip stocks sold off. Days later, Bernstein downgraded Palo Alto Networks, Okta, and SentinelOne on stretched valuations, and the rally partly unwound.
Coverage Details
Total News Sources4
Leaning Left1Leaning Right0Center1Last UpdatedBias Distribution50% Left, 50% Center
Bias Distribution
- 50% of the sources lean Left, 50% of the sources are Center
50% Center
L 50%
C 50%
Factuality
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