Quick Read – CrowdStrike hit a record $256M in net new ARR while Fortinet’s free cash flow reached a record $1.01B, confirming both platforms are widening their competitive lead. – Palo Alto Networks’ Next-Generation Security ARR surged 60% to $8.1B as enterprises accelerate…
nsolidation onto fewer AI-capable security platforms. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn’t make the cut. Grab the names FREE today
Cyber threats are escalating faster than most enterprise budgets can absorb, and the platform vendors capturing the largest share of that spend are pulling away from the pack. AI-generated phishing, ransomware, and identity attacks are pushing CISOs toward consolidated security stacks. That is showing up cleanly in the numbers for the three names below.
Each is US-listed on Nasdaq, each posted a beat-and-raise quarter, and each has a defensible moat that will benefit them in the second half of 2026. CrowdStrike (CRWD) CrowdStrike (NASDAQ:CRWD) is the AI-security bellwether, and Q1 FY27 confirmed the recovery from the July 2024 Falcon sensor incident is complete on the operating side. Revenue hit $1.39 billion, up 25.6% year over year, beating the $1.36 billion consensus.