From Panic to Opportunity: Where to Buy CRWD, PANW & FTNT After the Selloff
Platform consolidation & sticky demand meet a risk-off tape. Here’s how we’d navigate CrowdStrike, Palo Alto, and Fortinet with a risk-aware plan.
Cybersecurity isn’t a “nice-to-have”, it’s core infrastructure in a world where AI is making both attackers and defenders faster, smarter, and more dangerous. Even with high interest rates pressuring tech valuations, demand for modern, integrated security platforms remains resilient.
Three companies dominate this conversation: CrowdStrike CRWD 0.00%↑ , Palo Alto Networks PANW 0.00%↑ , and Fortinet FTNT 0.00%↑ Each has carved a different path to leadership — endpoint, platform consolidation, and network security, yet they share elite margins, strong cash flows, and deep balance sheets.
In this breakdown, we’ll merge hard fundamentals with precise technicals to cut through market noise, identify where value meets price action, and build a risk-aware trade plan that works for both cautious investors and tactical traders.
Fundamental analysis (TTM, latest reported quarters)
Macro & spending.
Security remains a top CIO priority despite uneven IT budgets. High interest rates and mixed risk appetite compress multiples, but mission-critical cybersecurity spend tends to be resilient.
AI is a double-edged sword: it amplifies threats (faster, more targeted attacks) and improves defense (automation, detection). Net effect: sustained demand for modern, integrated platforms.
Regulation (e.g., rapid breach disclosure, critical-infra rules) adds a steady compliance tailwind.
Headwinds: pricing scrutiny, deal-cycle elongation in pockets, and “do-more-with-less” pushes consolidation (a positive for the big platforms, a negative for point tools).
Takeaway on fundamentals:
All three throw off serious FCF with strong gross margins.
CRWD: fastest grower + strong FCF; GAAP profitability still catching up.
PANW: consolidation leader with best billings engine and high FCF.
FTNT: margin king; selloffs tend to be setup-creators when fundamentals remain intact.
Technical analysis
CRWD 0.00%↑: Correction into support
Price context: ~$426 at time of charts.
Supports: $420.7 (1.272 ext), $408–402 (200-EMA ≈ $407.7 + 1.618 ext $401.9 = confluence zone).
Resistances: $447–456 (0.786/0.618 retrace), then $469 (0.382).
Momentum: MACD negative; RSI ~34; StochRSI oversold; ADX rising. Below 20/50/100 EMAs, above 200-EMA, classic “late-stage pullback” with a high-quality support just below.
Bias: Cautious bullish on supports; lose $400 cleanly and $347 (2.618 ext) opens.
PANW 0.00%↑: Testing the 1.618 support, below all EMAs
