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AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

The company raised its outlook on booming AI demand, but the stock is telling a different story by standing still.

The tech company recently landed Fortinet as a customer of its foundry service.

FTNT gears up for Q2 earnings as AI security, Secure Networking and SASE demand take center stage amid revenue and margin expectations.

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

Fortinet (FTNT) heads into its upcoming second quarter earnings report with attention on forecast growth in both services and products, along with recent FortiEndpoint AI features and a broader global distribution pact with TD SYNNEX. See our latest analysis for Fortinet. Fortinet’s share price momentum has been choppy in the very short term, with a 7 day share price return of 5.7% down, but the 90 day share price return of 80.7% and 3 year total shareholder return of 98.4% point to strong...

The stock's high multiple looks daunting, but a look at future earnings reveals a very different story about its price.

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

Beyond analysts' top-and-bottom-line estimates for Fortinet (FTNT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

Management raised its full-year profit forecast by double digits, but the market seems to be waiting for a second opinion.

Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. The Custom Silicon Push During Intel’s second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips. Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dom

Fortinet Inc (NASDAQ:FTNT) is set to report its second quarter results on July 29, with Jefferies analysts highlighting that the company needs to show an acceleration in product revenue growth to support investor confidence in the durability of its recent performance. The firm expects solid...

The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry.

PEGA's revenues rise 9.4% as cloud sales surge, but earnings miss estimates and delayed AI-era buying decisions slow ACV growth.

A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. FTNT, TPR, EXPE and RL are some such stocks.

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Fortinet (FTNT) reached $158.1 at the closing of the latest trading day, reflecting a -1.41% change compared to its last close.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

Intel (NasdaqGS:INTC) has partnered with Fortinet to manufacture the next-generation Security Processor 6. The chip will be produced using Intel’s advanced semiconductor process within its Intel Foundry business. Fortinet is the first publicly named cybersecurity chip customer for Intel Foundry. For investors tracking Intel, this agreement with Fortinet highlights how the company is using its manufacturing capacity to serve external customers through Intel Foundry. Fortinet brings deep...

The partnership combines Intel’s semiconductor capabilities with Fortinet’s security processor expertise to accelerate next-generation cybersecurity hardware and diversify the supply chain. Key Investor TakeawaysIntel (NASDAQ:INTC) and Fortinet (NASDAQ:FTNT) announced a strategic collaboration to develop Fortinet’s next-generation Security Processor 6 (SP6).

Fortinet will use Intel's foundry to produce its next-generation SP6 security processor on the Intel 4 manufacturing process

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

Major stock indexes closed higher Tuesday following three consecutive sessions of losses, as tech stocks powered gains. Meanwhile, WTI oil prices rose to their highest level in more than five weeks.

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.