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The company is firing on all cylinders, but its biggest success story, the networking super cycle, carries a vulnerability that could challenge its premium price.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.

Palo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.

↗️ GitLab (GTLB). Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings. ↗️ Dell Technologies (DELL): Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.

FTNT's cybersecurity education push, AI security advances and strong Q2 results support its raised 2026 outlook and growth trajectory.

Rising cyber threats and growing AI adoption create long-term growth opportunities for cybersecurity companies with AI-powered platforms.

Fortinet stock has delivered very strong returns over the past three years, yet current valuation checks suggest the market price is at a premium to its intrinsic value estimate and to broader peer-based multiples. Fortinet has returned 180.8% over the past three years, which puts extra focus on whether the current share price already reflects high expectations. The recent Cybersecurity Maturity Model Certification Level 2 for Fortinet Federal may support investor confidence in the company’s...

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

The upside case that matters now is the enterprise refresh that management calls early, not the hyperscaler AI line already inside the guide.

The chip-design software maker wants to add a royalty on the custom AI chips its biggest customers build, on top of the interface IP license fees it already charges them.

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...

Much of the stock's five-year return really is its own story, and the stock still amplifies the market in both directions.

ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.

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.

A single-session gain that looks like a verdict on the company's acquisitions arrived with its rivals repricing alongside it, which leaves the company's own test still ahead.

The software industry is no longer unified.

Fortinet (FTNT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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 ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

Cybersecurity stocks surged on Thursday after CrowdStrike (CRWD) and Okta (OKTA) both topped Q2 expectations yesterday evening and raised their outlooks.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Fortinet Federal, Inc., a wholly owned subsidiary of Fortinet, Inc., recently achieved Cybersecurity Maturity Model Certification (CMMC) Level 2 after an authorized third-party assessment validated its implementation of 110 NIST SP 800-171 Rev. 2 security requirements for protecting Controlled Unclassified Information. This certification strengthens Fortinet’s position in serving U.S. federal agencies by confirming its controls across nearly all 14 CMMC Level 2 domains, potentially...

CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about where sentiment repair actually goes.

Fortinet (FTNT) is in focus after its Fortinet Federal subsidiary received Cybersecurity Maturity Model Certification Level 2. This confirms alignment with 110 NIST SP 800-171 controls for handling Controlled Unclassified Information. Fortinet’s recent CMMC Level 2 milestone lands at a time when momentum in the stock has been strong, with a 90 day share price return of 21.46% and a year to date share price return of 102.29% on a last close of US$157.54, alongside a 1 year total shareholder...

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.