---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42311962.md"
description: "$Palo Alto Networks(PANW.US) rose nine points, $CrowdStrike(CRWD.US) rose six points, $CloudFlare(NET.US) rose almost three points—the three major cybersecurity companies collectively strengthened today. The catalyst for $Palo Alto Networks(PANW.US) is the expectation of Splunk integration landing plus the launch of Strata Cloud Manager on 6/24; for $CrowdStrike(CRWD.US), it's cloud-native endpoint + Charlotte AI Agent's Q1 renewal rate consistently above 95%; for $CloudFlare(NET.US), it's Workers AI inference volume continuing to rise + Q1 forward guidance marginal uplift. All three have forward PEs above 50x, valuations are not cheap. Narratively, the market is reclassifying them as "AI peripheral beneficiaries"—AI applications increase cloud API traffic → larger traffic means a larger attack surface → endpoint / network / zero-trust layers all benefit. In the short term, watch if the mid-July earnings season will deliver on ARR growth expectations; exceeding consensus would be a true signal."
datetime: "2026-06-30T10:26:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42311962.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42311962.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42311962.md)
author: "[Trader林sir](https://longbridge.com/en/profiles/26791405.md)"
---

# $Palo Alto Networks(PANW.US) rose nine points, $Cr…


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