Cybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play

Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back sharply in 2026.

24/7 Wall Street • 12 hours ago

Palo Alto Networks: Organic Growth Begins To Normalize, Q3 EPS Miss Driven By Share Dilution

Palo Alto's forward guidance for 2H FY2026 includes M&A contributions, but its organic revenue remains resilient. The Rule of 40 is expected to remain on track for 2H FY2026 based on organic revenue growth and non-GAAP operating margin outlook. M&A is expected to contribute $1.6 billion in RPO in 2H, driving strong overall growth. However, organic RPO growth is expected to decelerate from 1H.

Seeking Alpha • 9 hours ago

How Low Can Palo Alto Networks Stock Go?

Palo Alto Networks (PANW) shares have decreased by 18.1% over the last 21 trading days. This recent decline is attributed to worries about reduced profit guidance resulting from acquisition integration expenses and slowing NGS (Next-Generation Security) growth.

Forbes • Feb 23, 2026

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026

CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

Reuters • Feb 23, 2026

Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It

Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 23, 2026

'AI Ghost Trade' Fears Slam CrowdStrike, Palo Alto Stock — But Dan Ives Sees Winners

Cybersecurity stocks are getting hit by what Wedbush Securities' Dan Ives calls an "AI Ghost Trade" — but the firm believes investors are misreading the threat.

Benzinga • Feb 23, 2026

5 Oversold Stocks to Buy Before They Rebound

In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court's ruling on the Trump Administration's emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia's earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart's WMT results, plus what Kraft Heinz's KHC breakup flip-flop and Elliot's investment in Norwegian Cruise Lines NCLH may mean for their stocks.

Morningstar • Feb 23, 2026

1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $160 and Hold for the Long Term

Palo Alto Networks offers a comprehensive portfolio of cybersecurity products designed to protect the entire enterprise. The company's next-generation security products are helping businesses stop the sophisticated threats posed by artificial intelligence (AI).

The Motley Fool • Feb 22, 2026

Is It Time to Buy Palo Alto Networks Stock on the Dip?

Palo Alto saw solid growth in its fiscal Q2. However, recent acquisitions will weigh on EPS in the near term.

The Motley Fool • Feb 22, 2026