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Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.
FTNT looks like the smarter buy as AI and SASE demand boost billings, margins and estimate revisions, while ZS shares lag.
If you are wondering whether Fortinet's current share price reflects its true worth, this article will walk through what the numbers are saying about value right now. Fortinet's stock last closed at US$121.86, with returns of 12.9% over 7 days, 54.8% over 30 days, 56.5% year to date, 18.8% over 1 year, 78.8% over 3 years, and 187.0% over 5 years. This naturally raises questions about how much future upside or downside is already priced in. Recent coverage has focused on Fortinet as a major...
Driving undeniable demand as shares rebound, Palo Alto stock unleashes a breakout with earnings due next month.
NVIDIA (NasdaqGS:NVDA) is working with Fortinet on FortiAIGate, a new AI security gateway built on NVIDIA AI and powered by Blackwell and Hopper GPUs. Red Hat is expanding its Red Hat AI Factory with NVIDIA, adding confidential computing, lifecycle auditing, and governed model-as-a-service features. Together, these launches aim to provide end to end security, policy control, and confidential compute for production scale AI agents across cloud, edge, and on premises environments. For anyone...
As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.
Palo Alto Networks (PANW) has jumped back onto investors’ radars after a sharp rally driven by analyst upgrades, constructive channel feedback, a sizable CEO share purchase, sector strength following Fortinet, and fresh AI-focused partnerships. See our latest analysis for Palo Alto Networks. The recent 1-day share price return of 7.0% and 30-day share price return of 15.69% indicate that momentum has picked up again. However, the 1-year total shareholder return of 4.24% is far more muted than...
Fortinet (FTNT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.
Shares in Sunnyvale, Calif.-based company rose an eye-popping 20% Thursday, a day after executives reported an earnings beat.
Fortinet Inc. (NASDAQ:FTNT) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Fortinet soared to a new 52-week high on Thursday, as investors resumed buying positions after a strong earnings performance in the first three months of the year and an upbeat outlook for the second quarter and the full-year period. At […]
JFrog raised its full-year outlook after first-quarter earnings and revenue topped Wall Street expectations, with the company saying AI coding agents are driving cloud demand.
Analysts point to strong data center traction
Fortinet Inc (NASDAQ:FTNT) reported stronger-than-expected results for the first quarter of 2026, sending its shares more than 21% higher to about $109 on Thursday morning. For Q1, revenue rose 20% year over year to $1.85 billion, compared with analyst expectations of about $1.73...
FTNT posts Q1 beats on earnings and revenues, fueled by strong enterprise demand and growth across AI security, SASE and OT markets.
AI ransomware and data centers are both driving up demand for Fortinet’s products, analyst Gray Powell said.
Fortinet reported its first-quarter 2026 results on 6 May, with revenue rising to US$1,849.6 million and net income to US$534.5 million, alongside higher earnings per share versus a year earlier. Beyond the headline beat and raised guidance, Fortinet underscored the growing role of AI-enabled security and new FortiGate G-series appliances in driving demand across data centers and operational technology environments. We'll now examine how Fortinet's stronger-than-expected Q1 results and...
Investing.com -- Cybersecurity firm Fortinet shares rallied 16% in premarket on Thursday as investors cheered strong first quarter.