CrowdStrike, Palo Alto Networks, and CyberArk experienced underperformance relative to industry peers and competitors in August 2025.
2 reports, 1 independent
Updated Aug 11
Gone quiet
- Reports
- 2
- Developments
- 2
- Repetition
- 50%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
CrowdStrike, Palo Alto Networks, and CyberArk experienced underperformance relative to industry peers and competitors in August 2025.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Palo Alto Networks is facing market challenges, trading at lower valuation than rivals, while also pursuing strategic partnerships in AI-powered 5G security.Sub-event
Major cybersecurity firms saw slowing growth and underperformance in mid-2025.1 source
Keep exploring
The entities involved
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CrowdStrike
American cybersecurity technology company
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Palo Alto Networks
cyber-security company
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CyberArk
publicly traded information security company
Related events
- Okta, Palo Alto Networks, and CrowdStrike are involved in the competitive landscape, with the recent news of one company acquiring a threat detection startup for tuck-in strategy.
- Investor concerns regarding a recent Revolut breach are adding pressure to the market share competition between CrowdStrike and Palo Alto Networks.
- Datadog, Zscaler, CrowdStrike, Okta, and SentinelOne are benefiting from market tailwinds and high software spending following their earnings reports.
- Cybersecurity stocks, including CrowdStrike and Palo Alto Networks, experienced selling pressure on September 2nd, despite general tech sector gains.
- Palo Alto Networks and Optiv have partnered to publish a joint security report examining the critical need for modernizing Security Operations Centers (SOCs) against current threats.
Coverage
Newest first; wire copies grouped- ZacksPANW Plunges 14% in 6 Months: Should You Hold or Fold the Stock? Palo Alto Networks, Inc. PANW shares have lost 14.5% in the past six months, underperforming the Zacks Security industry’s decline of
- ZacksCyberArk Software Ltd. (CYBR) Is a Trending Stock: Facts to Know Before Betting on It CyberArk (CYBR) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to re