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CRWD vs PANW
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- Both CRWD and PANW are leading cybersecurity firms benefiting from AI-driven security demand in recent market activity.
- CRWD reported its strongest quarter on record in late August 2026, with revenue rising 26% year over year and new annual recurring revenue (ARR) hitting a record high, prompting a roughly 20% stock surge.
- PANW shares rose approximately 10% on the same day as sector sentiment lifted, with the stock up over 100% year to date amid ongoing platformization efforts.
- CRWD trades at a higher multiple relative to sales compared with PANW, reflecting differences in growth profiles and market positioning.
- Upcoming PANW earnings on September 1, 2026, and broader AI threat catalysts provide near-term focus points for both stocks.
- Relative performance highlights trade-offs between CRWD’s recent momentum and PANW’s larger scale and diversified platform exposure.
Introduction
CrowdStrike Holdings (CRWD) and Palo Alto Networks (PANW) represent two prominent players in the cybersecurity sector, where demand for advanced threat protection intersects with rapid artificial intelligence adoption. This comparison examines their recent stock behavior, business fundamentals, and market positioning to assist experienced investors and traders evaluating relative opportunities in a high-growth technology segment. The analysis draws on observable performance metrics and sector developments without offering forward-looking predictions.
CRWD Overview and Recent Performance
CrowdStrike Holdings delivers cloud-native endpoint security through its Falcon platform. In recent market activity, the company reported fiscal second-quarter 2027 results that exceeded consensus estimates, with revenue reaching $1.47 billion, up 26% year over year, and adjusted earnings per share of $0.31. Total annual recurring revenue (ARR) climbed 25% to $5.84 billion, while net new ARR set a record at $332.8 million. Management raised full-year fiscal 2027 revenue guidance to approximately $6 billion. The stock advanced sharply following the release before moderating, reflecting investor response to AI-related security tailwinds and record free cash flow generation.
PANW Overview and Recent Performance
Palo Alto Networks provides a broad cybersecurity platform encompassing network, cloud, and identity solutions. In recent market activity, shares advanced nearly 10% amid positive sector sentiment following peer results, contributing to year-to-date gains exceeding 100%. The company continues to emphasize platform consolidation and AI-driven security capabilities. With its next earnings release scheduled for September 1, 2026, investors are monitoring execution on remaining performance obligations and recurring revenue metrics. The larger market capitalization and diversified product suite position the firm differently from pure-play endpoint specialists.
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Head-to-Head Comparison
CrowdStrike Holdings (CRWD) focuses primarily on endpoint protection with a land-and-expand model centered on its single-agent architecture, while Palo Alto Networks (PANW) offers a broader platform spanning multiple security domains through acquisitions and consolidation. Recent momentum favored CRWD following its earnings beat, though PANW maintains a larger market capitalization and lower sales multiple. Both face similar sector exposure to AI-related cyber risks and enterprise spending cycles. Risk factors include high valuations and execution on growth initiatives, with CRWD showing more concentrated recent volatility tied to quarterly results and PANW reflecting steadier platform-driven expansion. Market sentiment remains constructive for cybersecurity overall amid ongoing AI developments.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, trend stability following the late-August catalyst, and relative positioning within the AI security theme, Tickeron’s AI models currently assign a modest probabilistic preference to CRWD over PANW. This assessment incorporates momentum differentials and catalyst alignment without implying certainty or investment recommendations.
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 Buy and PANW 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 2 FA rating(s) are green whilePANW’s FA Score has 2 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- PANW’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while PANW’s TA Score has 2 bullish TA indicator(s).
- CRWD’s TA Score: 6 bullish, 3 bearish.
- PANW’s TA Score: 2 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -2.43% price change this week, while PANW (@Computer Communications) price change was -10.32% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
PANW is expected to report earnings on Nov 12, 2026.
Industries' Descriptions
@Computer Communications (-1.84% 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 | PANW | CRWD / PANW | |
| Capitalization | 218B | 272B | 80% |
| EBITDA | 423M | 1.99B | 21% |
| Gain YTD | 81.841 | 80.923 | 101% |
| P/E Ratio | 5682.67 | 289.79 | 1,961% |
| Revenue | 5.4B | 10.6B | 51% |
| Total Cash | 5.01B | 3.11B | 161% |
| Total Debt | 820M | 2.07B | 40% |
CRWD | PANW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 7 | |
SMR RATING 1..100 | 89 | 83 | |
PRICE GROWTH RATING 1..100 | 36 | 38 | |
P/E GROWTH RATING 1..100 | 11 | 6 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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.
PANW's Valuation (91) in the Computer Communications industry is in the same range as CRWD (100) in the null industry. This means that PANW’s stock grew similarly to CRWD’s over the last 12 months.
PANW's Profit vs Risk Rating (7) in the Computer Communications industry is in the same range as CRWD (11) in the null industry. This means that PANW’s stock grew similarly to CRWD’s over the last 12 months.
PANW's SMR Rating (83) in the Computer Communications industry is in the same range as CRWD (89) in the null industry. This means that PANW’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Price Growth Rating (36) in the null industry is in the same range as PANW (38) in the Computer Communications industry. This means that CRWD’s stock grew similarly to PANW’s over the last 12 months.
PANW's P/E Growth Rating (6) in the Computer Communications industry is in the same range as CRWD (11) in the null industry. This means that PANW’s stock grew similarly to CRWD’s over the last 12 months.
| CRWD | PANW | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 66% | 4 days ago 57% |
| Stochastic ODDS (%) | 4 days ago 66% | 4 days ago 81% |
| Momentum ODDS (%) | 4 days ago 78% | 4 days ago 68% |
| MACD ODDS (%) | 4 days ago 79% | 4 days ago 70% |
| TrendWeek ODDS (%) | 4 days ago 72% | 4 days ago 65% |
| TrendMonth ODDS (%) | 4 days ago 85% | 4 days ago 61% |
| Advances ODDS (%) | 12 days ago 82% | 4 days ago 78% |
| Declines ODDS (%) | 6 days ago 73% | 6 days ago 66% |
| BollingerBands ODDS (%) | 4 days ago 76% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 83% | N/A |
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | -0.87% | ||
| PANW - CRWD | 82% Closely correlated | +0.40% | ||
| OKTA - CRWD | 75% Closely correlated | +0.11% | ||
| FTNT - CRWD | 71% Closely correlated | -0.04% | ||
| TENB - CRWD | 68% Closely correlated | -0.70% | ||
| NOW - CRWD | 68% Closely correlated | -2.97% | ||
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PANW and
Correlation & Price change
A.I.dvisor indicates that over the last year, PANW has been closely correlated with CRWD. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PANW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To PANW | 1D Price Change % | ||
|---|---|---|---|---|
| PANW | 100% | +0.40% | ||
| CRWD - PANW | 82% Closely correlated | -0.87% | ||
| FTNT - PANW | 74% Closely correlated | -0.04% | ||
| OKTA - PANW | 68% Closely correlated | +0.11% | ||
| NOW - PANW | 62% Loosely correlated | -2.97% | ||
| TENB - PANW | 61% Loosely correlated | -0.70% | ||
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