---
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)
---

# 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...

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- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
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- [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md)

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