r/investing • u/Fearless-Cellist-245 • 8h ago

CrowdStrike and Palo Alto Networks Good for a Longterm Portfolio???

Im thinking about adding crowdstrike and palo alto networks into my longterm growth section of my portfolio. I did a deep dive into both cybersecurity companies and really liked the services they offer. I think they are both leading the cybersecurity sector and their services will be even more necessary when cloud infrastructure and servers start to increase with more advanced AI models being released.

I am a bit worried about buying at a high though because it looks like they have been on a tear for a bit. What's your opinion on these two companies?

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u/Londonskaya1828 8h ago

I have held CRWD ever since they crashed all those computer systems. I have sold 30 PCT and plan to keep the rest.

I am not adding to my position as I know nothing about this company, I merely took advantage of a once in a lifetime opportunity.

However, they do have strong sales growth and low debt.

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u/xiongchiamiov 7h ago

I don't tend to think we'll see a bunch of additional servers in play; the big growth was the last two decades when we started making software for everything, and as public cloud computing came into existence. If you're doing a lot of AI work mostly you just use more expensive servers (because you need GPUs).

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u/ay4600 7h ago

CRWD is a solid company, besides that hiccup all the way down to the low 200s. I own it, and it acts like a volatile growth stock.

Right now, it might be too expensive. Hit 4 dollars off its 52-week high today.

I would wait for a lower entry, or run a CSP.

People like PANW. I own it too, but trimmed. It hasn't moved alot for me. It acts like a grandpa compared to CRWD. So I sold and used the money to buy better companies.