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CRWD vs FTNT
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Fortinet (FTNT) Stock Comparison
Key Takeaways
- CRWD and FTNT are leading cybersecurity companies benefiting from rising demand for AI-enhanced security solutions in recent market activity.
- CRWD has delivered YTD returns of approximately 56%, supported by analyst upgrades and strategic partnerships focused on AI security acceleration.
- FTNT has outperformed with YTD returns near 92%, driven by strong product revenue growth of 41% in its most recent reported quarter and raised full-year guidance.
- Both stocks trade in a sector exposed to enterprise digital transformation, with CRWD emphasizing endpoint protection and FTNT focusing on network security hardware and software.
- Recent weeks have seen elevated analyst attention on CRWD through multiple price target increases, while FTNT approaches its Q2 2026 earnings release scheduled for July 29.
- Relative performance highlights trade-offs between CRWD's growth-oriented valuation and FTNT's stronger recent momentum and profitability metrics.
Introduction
CrowdStrike Holdings, Inc. (CRWD) and Fortinet, Inc. (FTNT) represent two prominent players in the cybersecurity sector, where demand for advanced threat detection continues to expand amid evolving digital risks. This comparison examines their business models, recent stock behavior, and relative positioning to assist investors and traders evaluating exposure to the industry. Market participants focused on growth-oriented technology equities, sector rotation opportunities, or AI-adjacent themes may find the analysis relevant when assessing portfolio allocations between established cybersecurity providers.
CRWD Overview and Recent Performance
CrowdStrike provides cloud-native endpoint security through its Falcon platform, with increasing emphasis on artificial intelligence capabilities for threat prevention. In recent weeks, the stock has shown resilience following a 4-for-1 forward split effective in early July 2026, trading near $186 as of July 24. Year-to-date returns stand at approximately 56%, outperforming the broader market. Recent market activity reflects positive sentiment from multiple analyst price target upgrades and a strategic partnership with Cerebras Systems to enhance AI-driven security processing speeds. Earlier quarterly results featured revenue beats alongside higher operating expenses tied to AI investments, contributing to volatility but ultimately supporting upward revisions in expectations.
FTNT Overview and Recent Performance
Fortinet delivers integrated network security solutions centered on its FortiGate appliances and security fabric architecture. The company reported robust first-quarter 2026 results with total revenue rising 20% year-over-year to $1.85 billion and product revenue surging 41%, prompting an increase in full-year guidance. As of July 24, shares traded near $152, delivering year-to-date returns of approximately 92%. Recent market activity includes an all-time high near $170 in mid-July, reflecting strong momentum from AI data center deployments and enterprise adoption. The stock approaches its second-quarter 2026 earnings release on July 29, with investors monitoring billings trends and operating margin performance.
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Head-to-Head Comparison
CrowdStrike operates primarily as a software-as-a-service provider with a subscription-based model emphasizing rapid innovation in endpoint and cloud security, while Fortinet combines hardware appliances with software subscriptions, offering broader network visibility and often higher gross margins through its integrated platform. Growth drivers differ: CRWD benefits from accelerating adoption of its AI-native Falcon platform and expanding partnerships, whereas FTNT gains from hardware refresh cycles and demand in AI infrastructure protection. Recent momentum favors FTNT on a year-to-date basis, though CRWD has attracted more frequent analyst attention through target raises in recent weeks. Risk factors include valuation compression for CRWD amid elevated multiples and potential margin pressure from investments, contrasted with FTNT's exposure to hardware sales cycles and competitive pricing in network security. Sector exposure remains similar within cybersecurity, yet market sentiment has oscillated with broader technology rotations and AI-themed catalysts affecting both equities differently.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning in recent market activity, Tickeron’s AI analysis suggests a probabilistic preference toward FTNT in the near term due to its stronger year-to-date performance and raised guidance. CRWD retains competitive positioning through AI-focused catalysts and analyst support, though execution on expense management remains a key variable. Outcomes depend on upcoming earnings, sector sentiment, and macroeconomic influences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRWD is a StrongBuy and FTNT is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRWD’s FA Score shows that 1 FA rating(s) are green whileFTNT’s FA Score has 4 green FA rating(s).
- CRWD’s FA Score: 1 green, 4 red.
- FTNT’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRWD’s TA Score shows that 5 TA indicator(s) are bullish while FTNT’s TA Score has 3 bullish TA indicator(s).
- CRWD’s TA Score: 5 bullish, 3 bearish.
- FTNT’s TA Score: 3 bullish, 4 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +8.75% price change this week, while FTNT (@Computer Communications) price change was +0.23% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.47%. For the same industry, the average monthly price growth was +1.80%, and the average quarterly price growth was +26.08%.
Reported Earning Dates
CRWD is expected to report earnings on Sep 02, 2026.
FTNT is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Computer Communications (+2.47% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRWD | FTNT | CRWD / FTNT | |
| Capitalization | 221B | 117B | 189% |
| EBITDA | 329M | 2.8B | 12% |
| Gain YTD | 92.448 | 101.499 | 91% |
| P/E Ratio | 765.02 | 56.54 | 1,353% |
| Revenue | 5.09B | 7.53B | 68% |
| Total Cash | 4.55B | 4.07B | 112% |
| Total Debt | 821M | 497M | 165% |
CRWD | FTNT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 90 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 12 | |
SMR RATING 1..100 | 92 | 11 | |
PRICE GROWTH RATING 1..100 | 35 | 4 | |
P/E GROWTH RATING 1..100 | 64 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 46 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FTNT's Valuation (89) in the Computer Communications industry is in the same range as CRWD (100) in the null industry. This means that FTNT’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (9) in the null industry is in the same range as FTNT (12) in the Computer Communications industry. This means that CRWD’s stock grew similarly to FTNT’s over the last 12 months.
FTNT's SMR Rating (11) in the Computer Communications industry is significantly better than the same rating for CRWD (92) in the null industry. This means that FTNT’s stock grew significantly faster than CRWD’s over the last 12 months.
FTNT's Price Growth Rating (4) in the Computer Communications industry is in the same range as CRWD (35) in the null industry. This means that FTNT’s stock grew similarly to CRWD’s over the last 12 months.
FTNT's P/E Growth Rating (9) in the Computer Communications industry is somewhat better than the same rating for CRWD (64) in the null industry. This means that FTNT’s stock grew somewhat faster than CRWD’s over the last 12 months.
| CRWD | FTNT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 75% | N/A |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 79% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 84% | 2 days ago 66% |
| Advances ODDS (%) | 11 days ago 82% | 11 days ago 70% |
| Declines ODDS (%) | 3 days ago 72% | 3 days ago 62% |
| BollingerBands ODDS (%) | N/A | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 74% |
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