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Fortinet (FTNT) Lifted 2026 Guidance, Is The Stock Now Too Expensive?
Simply Wall St.4d agoneutral
Fortinet (FTNT) Lifted 2026 Guidance, Is The Stock Now Too Expensive?

Fortinet (FTNT) drew fresh investor attention after reporting second quarter 2026 results and issuing new guidance, including a full year 2026 revenue outlook of US$8.02b to US$8.18b with 19% year over year growth. See our latest analysis for Fortinet. Fortinet’s share price has climbed strongly over the year, with a 90 day share price return of 39.95% and a year to date share price return of 104.98%. The 1 year total shareholder return of 114.60% points to powerful longer term momentum...

Investing.com7d agoneutral
Wall Street hit by wave of AI-powered ’vishing’ cyberattacks - Bloomberg

A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym

Fortinet (FTNT) Is Up 8.8% After Raising 2026 Revenue Guidance And Launching New AI-Focused Firewall - Has The Bull Case Changed?
Simply Wall St.8d agoneutral
Fortinet (FTNT) Is Up 8.8% After Raising 2026 Revenue Guidance And Launching New AI-Focused Firewall - Has The Bull Case Changed?

In late July 2026, Fortinet reported second-quarter revenue of US$2,047.9 million and net income of US$606.3 million, raised full-year 2026 revenue guidance to a range of US$8.02 billion to US$8.18 billion, and issued third-quarter revenue guidance of US$2,010 million to US$2,100 million. The company also introduced the FortiGate 1200G series with FortiSASE Outpost, aimed at high-performance, AI-focused and sovereignty-sensitive security needs across hybrid environments. Next, we will...

AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq
Exec Edge12d agoneutral
AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.

Climb Global Solutions Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Climb Global Solutions Q2 Earnings Call Highlights

Climb Global Solutions (NASDAQ:CLMB) reported second-quarter results marked by higher gross billings, sales and gross profit, while net income and adjusted EBITDA declined as the company absorbed acquisition-related costs and increased investments in technology infrastructure. For the quarter ended

Fortinet (FTNT) Raises Revenue Outlook After Strong Q2 And New AI Product Push
Simply Wall St.14d agoneutral
Fortinet (FTNT) Raises Revenue Outlook After Strong Q2 And New AI Product Push

Fortinet raised its annual revenue forecast after reporting strong Q2 results that exceeded its prior guidance on revenue and profitability. The company highlighted progress in its shift to a subscription led model and deeper use of generative AI across its product suite. Fortinet announced a collaboration with Intel on the Fortinet Security Processor 6 and rolled out new offerings including FortiGate 1200G and FortiSOC. Moody’s upgraded Fortinet’s ratings to the highest level for any...

Fortinet (FTNT) Stock Seems Stretched Following Its 152% Five Year Run
Simply Wall St.14d agoneutral
Fortinet (FTNT) Stock Seems Stretched Following Its 152% Five Year Run

Fortinet stock has delivered strong gains over the last five years, yet current valuation checks suggest the shares now trade at a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point to an overvalued profile. Fortinet has returned about 152% over the past five years, which sets a high bar for any further upside to be justified by fundamentals. Expectations around product growth, highlighted by new offerings such as the FortiGate 1200G series and...