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Jim Cramer recommends Palo Alto Networks (PANW) and CrowdStrike Holdings (CRWD) over Fortinet (FTNT) in the cybersecurity sector. He also advises against Super Micro Computer (SMCI) due to accounting issues and prefers Dell Technologies (DELL) instead. Additionally, Cramer favors NVIDIA Corporation (NVDA) over Marvell Technology (MRVL).

Jim Cramer, a prominent figure in the financial world, recently shared his views on the cybersecurity sector, advising investors to look at Palo Alto Networks (PANW) and CrowdStrike Holdings (CRWD) over Fortinet (FTNT). He also expressed caution regarding Super Micro Computer (SMCI) and offered Dell Technologies (DELL) as an alternative. Additionally, Cramer favored NVIDIA Corporation (NVDA) over Marvell Technology (MRVL).

Palo Alto Networks (PANW) and CrowdStrike Holdings (CRWD)

Palo Alto Networks and CrowdStrike are both leading players in the cybersecurity space. Palo Alto Networks focuses on next-generation firewalls, cloud security, and AI-driven threat detection, while CrowdStrike specializes in endpoint protection and extended detection and response (XDR) through its Falcon platform.

Palo Alto Networks has faced near-term challenges such as shortened contract durations and a slowdown in transitioning to cloud-based AI-powered platforms. However, its strong customer base and growing opportunities in areas like Zero Trust and Secure Access Service Edge (SASE) continue to support its long-term growth potential. In the fourth quarter of fiscal 2025, SASE was Palo Alto Networks' fastest-growing segment, with a 35% year-over-year increase in annual recurring revenues .

CrowdStrike, on the other hand, has seen significant growth in its Falcon Flex subscription model, which allows for modular and scalable security solutions. This model has driven steady revenue growth and deeper platform integration. In the second quarter of fiscal 2026, CrowdStrike added a record $221 million in net new annual recurring revenue (ARR), pushing its total ARR to $4.66 billion .

Fortinet (FTNT)

Jim Cramer has labeled Fortinet as the "weakest" cybersecurity stock, recommending investors to avoid it. Morgan Stanley analyst Meta Marshall also downgraded Fortinet from Equal-Weight to Underweight, lowering the price target from $78 to $67 .

Super Micro Computer (SMCI) vs. Dell Technologies (DELL)

Cramer expressed caution about Super Micro Computer due to its accounting issues, advising investors to avoid it. Instead, he recommended Dell Technologies, highlighting its strong position in the market.

NVIDIA Corporation (NVDA) vs. Marvell Technology (MRVL)

In the tech sector, Cramer favors NVIDIA over Marvell Technology. Marvell reported quarterly earnings of 67 cents per share, beating the analyst estimate of 66 cents, but its revenue missed the Street estimate of $2.009 billion .

Conclusion

Jim Cramer's recommendations provide valuable insights for investors navigating the rapidly shifting tech landscape. While both Palo Alto Networks and CrowdStrike have their strengths, CrowdStrike appears better positioned with stronger growth momentum and a sharper focus on emerging threats. Investors should carefully consider these recommendations alongside their own research and risk tolerance.

References:
https://www.benzinga.com/trading-ideas/long-ideas/25/09/47567365/jim-cramer-calls-fortinet-the-weakest-cybersecurity-stock-favors-these-2-instead
https://finance.yahoo.com/news/panw-vs-crwd-cybersecurity-stock-142200009.html