Notícias

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

FTNT's Virtue AI acquisition expands AI runtime and agent security, adding new capabilities as enterprise AI deployments move into production.

Fortinet's SASE momentum, steadier execution and lower valuation give it an edge over CrowdStrike as cybersecurity demand grows.

Five top-ranked stocks, including Centene and Fortinet, stand out for strong earnings-surprise histories that could support future beats.

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

Fortinet (NASDAQ:FTNT) CFO Christiane Ohlgart said the cybersecurity company’s second-quarter performance was supported by broad-based global demand, accelerating hardware sales and growing adoption of secure networking and unified secure access service edge, or SASE, offerings. Speaking at a fires

Fortinet stock has gained nearly 100% in 2026 amid artificial intelligence-related acquisitions aimed at building cloud platform.

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...

Top-ranked stocks CNC, THC, FTNT, U and GS are likely to beat on the bottom line in their upcoming releases.

Fortinet stock has delivered a very strong 179.9% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and traditional market multiples currently point to the shares trading at a premium to those valuation checks. Over the last 3 years Fortinet has returned 179.9%, which puts extra focus on whether recent gains leave enough margin of safety for new capital going into the stock. Investor interest has been supported by views that there is room for...

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Shares of Fortinet, Inc. (FTNT) gain 7,982% since institutions first bought big in 2010.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

The AI boom often centers on productivity – doing more and doing it faster. But AI also allows for automated attacks at record speeds.

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

The demand behind the run was already in its subscription commitments two reports before the price moved.

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Cybersecurity stocks were a bright spot in Monday’s trading at a time when broader markets declined.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.

Landing a cybersecurity giant bodes well for Intel's security chip business.

Fortinet (FTNT) drew fresh investor attention after reporting second quarter 2026 results and issuing new guidance, including a full year 2026 revenue outlook of US$8.02b to US$8.18b with 19% year over year growth. See our latest analysis for Fortinet. Fortinet’s share price has climbed strongly over the year, with a 90 day share price return of 39.95% and a year to date share price return of 104.98%. The 1 year total shareholder return of 114.60% points to powerful longer term momentum...

During the lightning round on the August 5 episode of CNBC’s Mad Money, a caller asked a question regarding Fortinet, Inc. (NASDAQ:FTNT). and Cramer responded: Okay, we just had a little kind of a discussion. Fortinet’s good, by the way. We had a little discussion about PaloAlto and about CrowdStrike. There’s room for many, and […]

Revenue hit $2.05 billion with 26% growth as AI security demand surges.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...