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Shares of Palo Alto Networks (PANW) are down 6.1% on the year so far, but investors are hoping the stock gets back to its rallying days when it reports earnings on Wednesday after the close.

Palo Alto Networks is part of the controversial cybersecurity stocks, TheStreet's Jim Cramer, manager of the Action Alerts PLUS portfolio, said from the floor of the New York Stock Exchange Tuesday. This group has been under a lot of pressure lately.

Why? Cramer reasoned that there's fierce competition between the companies and not enough orders to go around. That hurts margins and crimps profitability.

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With the exception of Proofpoint (PFPT) , the group has struggled. Proofpoint on the other hand is up 25% on the year and 55% over the past 12 months. 

So when it comes to Palo Alto Networks, Cramer said he prefers to stick with the winner. At the moment, that's Proofpoint. He also noted a number of cybersecurity companies - including Proofpoint and Palo Alto Networks - will be talking at various technology conference early next week.

Analysts expect Palo Alto to earn 55 cents per share on $411.96 million in revenue for the most recent quarter.

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At the time of publication, Cramer's Action Alerts PLUS had no position in any companies mentioned.