PANW · News · 20261104N

Competition and New Entrants

Palo Alto Networks Inc · 2026-11-04 · Importance 31 · Surprise 42

CrowdStrike introduced an AI Kill Switch for its Falcon Guardian platform that lets users terminate misbehaving AI agents, block their restarts, and cut off their network access. The report frames the release as addressing AI containment failures and positions CrowdStrike against Zscaler and Palo Alto Networks. CrowdStrike also announced plans to acquire Fiddler AI to add agent observability capabilities.

Key facts

• Palo Alto Networks shares gained 90.2% over the same year-to-date period in which Zscaler gained 0.9% and the Zacks Security industry rose 80.7%. source