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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Fortinet Inc. (FTNT $78.44)
- $78.44 P/E (TTM): 32.05X Cap: $57.95B
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Palo Alto Networks Inc. (PANW $185.86)
- $185.86 P/E (TTM): 113.53X Cap: $126.93B
- View PANW Profile
- View Questions on PANW
Zscaler Inc. (ZS $222.03)
- $222.03 Cap: $35.40B
- View ZS Profile
- View Questions on ZS
CrowdStrike Holdings Inc. (CRWD $458.32)
- $458.32 Cap: $115.09B
- View CRWD Profile
- View Questions on CRWD
Palo Alto Networks CDR (CAD Hedged) (PANW $22.10)
- $22.10 P/E (TTM): 25.7X Cap: $171.71B
- View PANW Profile
- View Questions on PANW

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Read Answer Asked by Marc on January 05, 2026

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