Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
Security spending keeps climbing as data breach costs hit record highs.
It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.
Does Fortinet (FTNT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Top-ranked stocks AVAH, FTNT, THC, ARW and VLO are likely to beat on the bottom line in their upcoming releases.
Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
Synopsys (SNPS) sells the design software and the interface IP that chip makers need to get AI silicon built, and its stock has still gone backwards over the past year. At about $370 the shares sit at their 52-week low. Reported margins have fallen sharply over the past year. Free cash flow tells a different story, and the gap between cash and reported profit is the case worth arguing here.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Fortinet (FTNT) and Qualys (QLYS) both sport a Zacks Rank #1 (Strong Buy) and are two ideal stocks to consider as AI safety takes center stage.
Fortinet's SASE momentum, AI-driven demand and lower valuation make it a stronger cybersecurity pick than Palo Alto Networks.
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.
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.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
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...
Palo Alto Networks shares have surged near record highs on AI-driven security demand ahead of earnings, but a triple-digit P/E ratio leaves little room for disappointment.
FTNT's platform momentum gains traction as CMMC certification, AI security and product expansion fuel demand across enterprise and government markets.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
Stock Market Today: The Dow Jones index falls, but tech futures rally Thursday as Nvidia, Salesforce and CrowdStrike surge on earnings.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.20% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.24%. E-mini S&P futures (ESU26 ) are down -0.24%, and September E-mini...
Fortinet (NasdaqGS:FTNT) announced the acquisition of Virtue AI to support continuous AI runtime security for autonomous systems. The deal adds Virtue AI's continuous validation and real time protection tools to Fortinet's Security for AI strategy. Fortinet expects the Virtue AI technology to expand its security coverage across AI infrastructure and applications. Consider reviewing other companies building infrastructure and security around AI workloads through 56 AI infrastructure...
Fortinet's SASE momentum, steadier execution and lower valuation give it an edge over CrowdStrike as cybersecurity demand grows.
Fortinet (FTNT) demonstrates strong momentum, with a 98% gain over the past year. FTNT is projected to grow revenue 19.41% this year and 10.97% next year, with earnings expected to rise 25.02% and 8.95%, respectively. Analyst sentiment is broadly positive with price targets ranging from $102 to $220. Technical indicators...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
