Palo Alto Networks Inc. (PANW)

Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 92.51X Cap: $138.05B
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Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 92.51X Cap: $138.05B
- View PANW Profile
- View Questions on PANW
Zscaler Inc. (ZS $155.99)
- $155.99 Cap: $25.08B
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CrowdStrike Holdings Inc. (CRWD $435.81)
- $435.81 Cap: $109.86B
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Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?

Thanks

Read Answer Asked by Francois on February 26, 2026

Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 92.51X Cap: $138.05B
- View PANW Profile
- View Questions on PANW
CrowdStrike Holdings Inc. (CRWD $435.81)
- $435.81 Cap: $109.86B
- View CRWD Profile
- View Questions on CRWD

Q: Good Morning Team 5i & Everyone,

Do I have this right? The cybersecurity sector is selling off because of the fear that AI will eat their businesses? I’ve heard that Claude has the ability to scan databases for vulnerabilities and suggest targeted software patches for human review, allowing teams to find and fix issues that traditional tools miss. What I don’t understand is why Crowdstrike and the rest wouldn’t just use the same AI or some clone of Claude to make themselves even better at cybersecurity? Can you flush this topic out for me if you’re able to please? I’d like to understand the bear and bull case going forward.

Thank you very much & hope you have a nice weekend,

Sandra

Read Answer Asked by Sandra on February 23, 2026

Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 92.51X Cap: $138.05B
- View PANW Profile
- View Questions on PANW

Q: Hello, can you comment on Palo Alto’s latest earnings report and guidance? Is the price drop (Wed morning) overdone? Thanks

Read Answer Asked by Martin on February 18, 2026