CrowdStrike and Palo Alto Networks' strength is an ultra-overcrowded trade that is likely to flip this quarter. x.com 

CrowdStrike and Palo Alto Networks need 50%-plus growth to deliver even a 10% IRR over a realistic horizon, but almost no conceivable case gets them there. They feel as dumb as Zoom and Peloton in 2021. Even if revenue doubles over four to five years, Palo Alto would still trade at 10x revenue and CrowdStrike at 20x, leaving little prospect of a real IRR; Palo Alto is growing in the teens today. x.com  x.com  x.com 

CrowdStrike may distinguish itself from an expensive cybersecurity group by showing more breakneck growth at earnings next month. Fortinet's slowing product revenue exposed how much relentless execution investors had priced into the group's extreme multiples, pulling CrowdStrike down in sympathy. CrowdStrike remains in a higher tier than Fortinet, which itself ranks above SentinelOne. x.com  x.com 

CrowdStrike's post-earnings rally looks largely like positioning rather than fundamentals, so it is not one to chase or buy. The print was strong, but revenue was revised up only 1% and the stock trades at 30x sales. x.com  x.com 

Anthropic and OpenAI's inevitable move into cybersecurity threatens CrowdStrike and Palo Alto Networks' valuations. They look like the market's biggest bubble stocks right now; CrowdStrike trades at 40x ARR despite 25% growth and negative GAAP EBIT. x.com  x.com 

CrowdStrike and Palo Alto Networks should be enormous winners as agentic AI makes cybersecurity every enterprise's top priority, even ahead of AI investment. Threats from rogue internal agents and adversaries mean firms will rush to upgrade security, move to best-of-breed vendors and sharply raise budgets. Expected acceleration at leaders like CrowdStrike over the next 2-6 quarters looks far too low. CrowdStrike is the most advanced; Palo Alto is also favored, though some easy money is made. … Show more

SentinelOne appears undervalued relative to its expected revenue growth. Analysts forecast 19.2% NTM revenue growth, versus 23.2% for CrowdStrike, which trades at a premium on forward EV/sales. x.com 

CrowdStrike is now a clear short rather than a bounce candidate. The weekly chart closed an evening-star bearish reversal on top of a weekly triple-top divergence, and big money is distributing across the cybersecurity sector. A bounce toward the daily 20-day EMA near $204.6 is a shorting area, with risk defined just above it; earnings are close, so caution is warranted. x.com  x.com 

CrowdStrike stands out over Palo Alto Networks for 2026 because it has higher sales and EPS growth and stronger projections, while the two have similar charts. x.com 

CrowdStrike at 40x forward sales is hard to take seriously as a best idea into 2027. x.com