Fortinet is a steady cybersecurity company operating at a strong 36% profit margin with record free cash flow and a reasonable multiple, making it a potentially attractive option among the three.
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The creator discusses three cybersecurity stocks that could benefit from increased government spending on d...
Jun 27, 2026
The creator discusses three cybersecurity stocks that could benefit from increased government spending on data protection and encryption following a presidential order. The stocks mentioned are CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FTNT), with a focus on their growth, financial performance, and current valuations.
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Palo Alto Networks is a leading cybersecurity company with explosive next-gen annual recurring revenue growth of 60% and strong free cash flow, though it trades at a very high PE ratio.
Crowdstrike is a popular cybersecurity stock with strong ARR growth, but its high valuation leaves little room for error, especially after a recent 11% drop following its earnings report.
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