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Fortinet Sees AI, Neocloud Buildout Fueling Network Security Demand
MarketBeat6d agoneutral
Fortinet Sees AI, Neocloud Buildout Fueling Network Security Demand

Fortinet (NASDAQ:FTNT) executives said the cybersecurity company sees artificial intelligence as a growing source of demand for network security, particularly as enterprises and emerging “neocloud” providers build AI infrastructure and seek to protect machine-generated traffic. Speaking at the Gold

How Far Could Cisco Stock Swing On You As AI Networking Orders Grow?
Trefis7d agoneutral
How Far Could Cisco Stock Swing On You As AI Networking Orders Grow?

Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.

Did Repeat Buyers Tell You CrowdStrike Stock Would Run?
Trefis7d agobullish
Did Repeat Buyers Tell You CrowdStrike Stock Would Run?

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.

Would You Be Glad To Own Synopsys At A Discount While AI Tests Its Software?
Trefis8d agoneutral
Would You Be Glad To Own Synopsys At A Discount While AI Tests Its Software?

Synopsys (SNPS) trades about 26% below its 52-week high after falling about 34% over the past year. You can be paid now to agree to buy it well below today's price, and you keep that payment either way. The catch is that you must want the business. One analyst says investors constantly ask whether AI could disrupt the kind of software Synopsys sells, and that a school of thought asks whether AI could design chips end to end without it.

What Is Really Behind CrowdStrike Stock's Doubling?
Trefis8d agoneutral
What Is Really Behind CrowdStrike Stock's Doubling?

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Should You Get Paid To Wait For Palo Alto Networks To Slow Down?
Trefis9d agoneutral
Should You Get Paid To Wait For Palo Alto Networks To Slow Down?

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.

How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?
Trefis9d agobearish
How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?

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.

What Could Fortinet (FTNT) Gain From New Disaster Recovery Support?
Simply Wall St.13d agoneutral
What Could Fortinet (FTNT) Gain From New Disaster Recovery Support?

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...

Cisco Systems Stock Rose On More Than Its AI Orders
Trefis14d agoneutral
Cisco Systems Stock Rose On More Than Its AI Orders

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.

Synopsys' Core Engine Grew Far Slower Than Its Revenue
Trefis15d agoneutral
Synopsys' Core Engine Grew Far Slower Than Its Revenue

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.