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Fortinet (FTNT) concluded the recent trading session at $158.85, signifying a +1.04% move from its prior day's close.

Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.

ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.

Despite rallying the S&P 500 Index over the past year, Fortinet remains a focus of skepticism among analysts, who question its growth prospects.

The chip design giant is pushing into a new, more lucrative business model, and while its stock has a strong record of bouncing back, there's a catch you can't ignore.

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

Here is how Aehr Test Systems (AEHR) and Fortinet (FTNT) have performed compared to their sector so far this year.

ControlMonkey extends its disaster recovery capabilities to Fortinet (NasdaqGS: FTNT), adding support for configuration backup and rapid recovery across Fortinet security products. The expanded solution targets enterprises that rely on Fortinet for cloud and network security, aiming to reduce downtime risk tied to configuration errors or outages. This update widens business continuity options for organizations using Fortinet and points to deeper third party integration around the company’s...

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.

ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.

Fortinet's 2026 growth outlook, AI security push and rising earnings estimates make it a standout GARP stock to watch.

Synopsys (SNPS) booked revenue of $2.477 billion in fiscal Q3 2026, up about 42% year over year, and the shares have still lost about 30% over the past twelve months. Look past that headline at the line underneath it: EDA grew 8.5%. That single-digit number is the pace of the design tools business Synopsys had before the Ansys deal.

Palo Alto Networks' $9.1B NGS ARR, strong profitability and 22-23% FY27 growth outlook highlight rising AI security demand.

The company is firing on all cylinders, but its biggest success story, the networking super cycle, carries a vulnerability that could challenge its premium price.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.

Palo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.

↗️ GitLab (GTLB). Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings. ↗️ Dell Technologies (DELL): Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.

FTNT's cybersecurity education push, AI security advances and strong Q2 results support its raised 2026 outlook and growth trajectory.

Rising cyber threats and growing AI adoption create long-term growth opportunities for cybersecurity companies with AI-powered platforms.

Fortinet stock has delivered very strong returns over the past three years, yet current valuation checks suggest the market price is at a premium to its intrinsic value estimate and to broader peer-based multiples. Fortinet has returned 180.8% over the past three years, which puts extra focus on whether the current share price already reflects high expectations. The recent Cybersecurity Maturity Model Certification Level 2 for Fortinet Federal may support investor confidence in the company’s...

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

The upside case that matters now is the enterprise refresh that management calls early, not the hyperscaler AI line already inside the guide.

The chip-design software maker wants to add a royalty on the custom AI chips its biggest customers build, on top of the interface IP license fees it already charges them.

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies. Shares have...

Much of the stock's five-year return really is its own story, and the stock still amplifies the market in both directions.

ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.