Brian FeroldiPublished 2026-08-19
“CRWD vs PANW: Which cybersecurity leader is the BETTER BUY right now?”
$CRWDNo side taken
CRWD has strong fundamentals and a wide moat but is extremely expensive; hold/sell due to valuation risks.
We've got Crowdstrike. That's the one that I've owned. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways. I think that crowd strike is a phenomenal business.
the there are some hefty expectations. I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks.