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Should You Buy Synopsys Stock While Its Cash Runs Far Ahead Of Its Profit?
Trefis2d agobullish
Should You Buy Synopsys Stock While Its Cash Runs Far Ahead Of Its Profit?

Synopsys (SNPS) sells the design software and the interface IP that chip makers need to get AI silicon built, and its stock has still gone backwards over the past year. At about $370 the shares sit at their 52-week low. Reported margins have fallen sharply over the past year. Free cash flow tells a different story, and the gap between cash and reported profit is the case worth arguing here.

What Are You Actually Buying In Cloudflare Stock?
Trefis3d agobullish
What Are You Actually Buying In Cloudflare Stock?

Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.

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.

Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus
Proactive19d agobullish
Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus

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...

Why Is Fortinet (FTNT) Buying Into Continuous AI Runtime Security?
Simply Wall St.31d agobullish
Why Is Fortinet (FTNT) Buying Into Continuous AI Runtime Security?

Fortinet (NasdaqGS:FTNT) announced the acquisition of Virtue AI to support continuous AI runtime security for autonomous systems. The deal adds Virtue AI's continuous validation and real time protection tools to Fortinet's Security for AI strategy. Fortinet expects the Virtue AI technology to expand its security coverage across AI infrastructure and applications. Consider reviewing other companies building infrastructure and security around AI workloads through 56 AI infrastructure...

Fortinet Stock Is Still a Buy After Hitting New All-Time Highs
Barchart33d agobullish
Fortinet Stock Is Still a Buy After Hitting New All-Time Highs

Fortinet (FTNT) demonstrates strong momentum, with a 98% gain over the past year. FTNT is projected to grow revenue 19.41% this year and 10.97% next year, with earnings expected to rise 25.02% and 8.95%, respectively. Analyst sentiment is broadly positive with price targets ranging from $102 to $220. Technical indicators...