Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

29,778 signal articles · 37 in last 24h · 148,416 total before filter · latest 5h ago
37last 24h
969last 7d
108● bullish (7d)
121● bearish (7d)
212publishers
AllMacro369Earnings113M&A98Regulatory8Product11Analyst9
✕ clear all filtersticker: FTNTsentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Fortinet (FTNT) Stock Could Be 22% Overvalued On New York Hub Opening
Simply Wall St.12h agoneutral
Fortinet (FTNT) Stock Could Be 22% Overvalued On New York Hub Opening

Fortinet has ridden a powerful share price run in recent years, which puts a sharp spotlight on whether the current US$169.84 level is adequately supported by the cash the business can generate. With expectations shaped by both strong historical returns and fresh corporate milestones, the question now is how the stock lines up against its own cash flow potential. Over the past 3 years the stock has returned 191.6%. This raises the stakes on whether that performance is reflected in the...

Fortinet (FTNT) Stock Fair Value Rises After Analysts Lift Targets On Strong Demand
Simply Wall St.16h agoneutral
Fortinet (FTNT) Stock Fair Value Rises After Analysts Lift Targets On Strong Demand

Fortinet’s modeled fair value has shifted from US$119.92 to US$163.13, marking a meaningful reset in how the stock is being valued in this framework. This change lines up with recent research where many firms have lifted price targets, even as a large share of ratings sit at Neutral or similar, reflecting a more even mix of risk and potential reward. As you read on, you will see how this evolving narrative could matter for how you track Fortinet from here. Stay updated as the Fair Value for...

Why Has Synopsys Stopped Leading With Bad News?
Trefis1d agoneutral
Why Has Synopsys Stopped Leading With Bad News?

Two years of Synopsys (SNPS) earnings calls show management changing what it explains. The company used to open on problems, some outside its control and some its own. The August 2026 call is built around a joint product with Ansys, agentic AI, and a new way to charge for its design IP. Most of that switch is earned, but parts of it are still a promise.

Stocks Waver as Bond Yields Climb
Barchart1d agoneutral
Stocks Waver as Bond Yields Climb

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Is Cisco Stock Priced For Orders That Are Not Yet Revenue?
Trefis2d agoneutral
Is Cisco Stock Priced For Orders That Are Not Yet Revenue?

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

What Does Fortinet (FTNT) Gain From Its New York Innovation Hub?
Simply Wall St.3d agoneutral
What Does Fortinet (FTNT) Gain From Its New York Innovation Hub?

Fortinet (NasdaqGS:FTNT) has opened a new company-owned Innovation Hub in New York City to expand its U.S. footprint. The New York facility includes advanced cybersecurity training labs, executive briefing spaces, and hands-on technology demonstration areas. The hub also introduces a dedicated Fortinet Cloud point of presence and energy-efficient infrastructure aligned with the group’s ESG priorities. Fortinet’s New York Innovation Hub launch fits into a wider pattern of moves that our...

What Growth Are You Paying For In Zscaler Stock?
Trefis4d agoneutral
What Growth Are You Paying For In Zscaler Stock?

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Why Did Cisco Stop Leading With Its Campus Refresh?
Trefis4d agoneutral
Why Did Cisco Stop Leading With Its Campus Refresh?

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?
Trefis4d agoneutral
Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

What Kind Of Swing Are You Signing Up For With Synopsys Stock?
Trefis4d agoneutral
What Kind Of Swing Are You Signing Up For With Synopsys Stock?

Synopsys (SNPS) trades near $400, and the options market has already drawn the boundaries it expects the stock to hold over roughly the next twelve months: about $251 at the floor and about $630 at the ceiling. That is a very wide year to be holding a single name. What matters is that for this stock, a range that wide is ordinary.

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