---
title: "Palo Alto just soared 28% in a month. Should investors take profits and rotate into CrowdStrike or Fortinet?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292349092.md"
description: "Palo Alto Networks (PANW) surged 28% in a month, trading at a high 291x trailing P/E. While investors might consider rotating to CrowdStrike (CRWD), it remains unprofitable, offering no valuation relief. Conversely, Fortinet (FTNT) appears relatively cheaper with a 63x P/E. These three stocks comprise 24% of the CIBR ETF, highlighting concentration risk."
datetime: "2026-07-10T18:25:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292349092.md)
  - [en](https://longbridge.com/en/news/292349092.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292349092.md)
generator: "portal-rs"
---

# Palo Alto just soared 28% in a month. Should investors take profits and rotate into CrowdStrike or Fortinet?

Quick ReadPANW surged 28% in a month but trades at a 291x trailing P/E, and rotating into CRWD offers no real valuation relief as the company is unprofitable on a trailing 12-month basis; meanwhile, FTNT is relatively cheap with a trailing P/E ratio of 63x.PANW, CRWD, and FTNT together comprise 24% of the CIBR ETF, meaning a single blowup in any of...

### Related Stocks

- [PANW.US](https://longbridge.com/en/quote/PANW.US.md)
- [FTNT.US](https://longbridge.com/en/quote/FTNT.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [CRWL.US](https://longbridge.com/en/quote/CRWL.US.md)
- [PANG.US](https://longbridge.com/en/quote/PANG.US.md)
- [PALD.US](https://longbridge.com/en/quote/PALD.US.md)
- [CIBR.US](https://longbridge.com/en/quote/CIBR.US.md)
- [PALU.US](https://longbridge.com/en/quote/PALU.US.md)
- [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md)

## Related News & Research

- [CrowdStrike Stock Hits a New High: Why Investors May Want to Book Profits](https://longbridge.com/en/news/297347196.md)
- [Nykredit A S Makes New $46.62 Million Investment in Fortinet, Inc. $FTNT](https://longbridge.com/en/news/297894833.md)
- [Is Fortinet’s Free Cyber Curriculum (FTNT) Quietly Reshaping Its Long-Term Ecosystem Advantage?](https://longbridge.com/en/news/297694619.md)
- [Proficio Capital Partners LLC Takes Position in Fortinet, Inc. $FTNT](https://longbridge.com/en/news/297765428.md)
- [With Cybersecurity for Cloud and Artificial Intelligence, CrowdStrike Stock Is Positioned for Sustained Growth](https://longbridge.com/en/news/297686539.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**