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insidermonkey.comSEP 172 min read$PANW

Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)

Jim Cramer expressed preference for Palo Alto Networks (PANW) over SentinelOne (S) during a lightning round, citing his Charitable Trust's ownership of PANW and CrowdStrike (CRWD). PANW reported fiscal Q4 2026 revenue of $3.41 billion, up 34% YoY, while S reported fiscal Q2 2027 revenue of $292 million, up 21% YoY. PANW's CEO highlighted AI's impact on cybersecurity priorities. Both companies face challenges, including S's GAAP profitability and PANW's margin pressure. Hedge funds hold more PANW

Original reporting
insidermonkey.com
Published Sep 17, 2026, 10:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 17, 2026, 11:20 PM UTC. Informational, not investment advice.
How this was made
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Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S) — source image
Source · insidermonkey.com
Decision brief

The 30-second read

$PANWNeutralMed
01

Why it matters

Both companies delivered growth, but differing profitability trajectories may influence investor positioning.

02

Market read

Earnings releases provide fresh data for traders to reassess valuations in the cybersecurity space.

03

What to watch

Potential impact of AI-driven security spending and upcoming contract wins not yet disclosed.

Relevance 8/10Novelty 8/10Timing: post‑earnings Sep 14

Background

Jim Cramer discussed the relative merits of Palo Alto Networks vs. SentinelOne on Mad Money, citing recent earnings.

Company-level read

Ticker impact

$PANWNeutralMedium confidence
Context

Palo Alto Networks reported FY Q4 2026 revenue of $3.41B and non‑GAAP operating income of ~$1B, plus margin pressure details.

Expected impact

Potential short‑term pullback on margin concerns, long‑term upside on revenue beat.

Evidence & confidence

Revenue beat supports bullish view, but declining margins and higher amortization could weigh on valuation.

$SNeutralMedium confidence
Context

SentinelOne posted Q2 2027 revenue of $292M, 21% YoY growth, and guided FY revenue of $1.202‑$1.207B.

Expected impact

Likely modest upside if guidance holds, but risk of downside if GAAP losses persist.

Evidence & confidence

Guidance indicates continued growth, yet profitability concerns could limit upside.

Market effects

Sector

Cybersecurity sector sees divergent trends: larger players grow revenue, smaller peers face profitability hurdles.

Regional

U.S. tech equities may react to margin dynamics across peers.

Global

Highlights competitive pressures in global cybersecurity market.

Counterpoint

What could challenge this read

Margin pressure at PANW could signal overvaluation; investors may short on earnings volatility.

Key entities

  • person
    Jim Cramer

    Mad Money host providing commentary.

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