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How Investors May Respond To Fortinet (FTNT) Losing Russell Defensive Status Amid AI Security Spotlight
Simply Wall St.46d agobearish
How Investors May Respond To Fortinet (FTNT) Losing Russell Defensive Status Amid AI Security Spotlight

In late June, Fortinet, Inc. was removed from both the Russell 1000 Growth-Defensive Index and the Russell 1000 Defensive Index, even as it prepared to report second-quarter 2026 results on July 29. This index exclusion contrasts with growing investor attention around Fortinet’s role in AI-enabled cybersecurity and its expanding ecosystem of cloud marketplace and services partners. We’ll now examine how Fortinet’s index removal, against a backdrop of AI-focused enthusiasm, could influence...

Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface
24/7 Wall St.46d agoneutral
Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface

Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s threat report logged a 389% year-over-year jump in ransomware victims; and Check Point measured a 51-point gap between corporate AI adoption and security ... Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface

Here’s Why Fortinet, Inc. (FTNT) Is Among the Most Profitable Software Stocks to Buy
Insider Monkey48d agobullish
Here’s Why Fortinet, Inc. (FTNT) Is Among the Most Profitable Software Stocks to Buy

Fortinet, Inc. (NASDAQ:FTNT) is among the most profitable software stocks to buy right now. On June 8, BofA lifted the price target on Fortinet, Inc. (NASDAQ:FTNT) to $180, up from $130. This followed the firm’s Global Technology Conference, where it hosted the company’s management. The analyst stated that demand remains strong, with no signs of […]

Fortinet (FTNT) Stock Could Be A Top Performer This Year Amid Cautious Guidance
Insider Monkey50d agoneutral
Fortinet (FTNT) Stock Could Be A Top Performer This Year Amid Cautious Guidance

Fortinet Inc. (NASDAQ:FTNT) is one of the 10 AI Stocks That Are Surging. On June 12, Barclays raised its target price for Fortinet Inc. (NASDAQ:FTNT) stock from $115 to $155 and maintained an Equal Weight rating. The company’s most recent earnings report on May 5 offered a glimpse of the potential that is driving this […]

Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More
24/7 Wall St.50d agoneutral
Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading higher after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Tackling the AI Security Crisis: Pax8’s Rob Belgrave and SentinelOne’s Steve Stone, Live from Pax8 Beyond 2026
Exec Edge50d agoneutral
Tackling the AI Security Crisis: Pax8’s Rob Belgrave and SentinelOne’s Steve Stone, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Rob Belgrave, Chief Business Officer at Pax8, and Steve Stone, Chief Customer Officer at SentinelOne, Inc. (NYSE: S). The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how AI […] The post Tackling the AI Security Crisis: Pax8’s Rob Belgrave and SentinelOne’s Steve Stone, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

Fortinet (FTNT) Stock After 94% YTD Gain Is The Rally Running Out Of Room
Simply Wall St.52d agobullish
Fortinet (FTNT) Stock After 94% YTD Gain Is The Rally Running Out Of Room

If you are wondering whether Fortinet is still worth the price on your screen today or if the stock has already run too far, this article breaks down what the current share price might imply about value. Fortinet shares last closed at US$151.35, with total returns of 4.6% over 7 days, 18.3% over 30 days, 94.3% year to date, 46.8% over 1 year, 100.2% over 3 years, and 205.1% over 5 years. This performance puts recent valuation questions front and center for many investors. Recent news flow...

Eli Lilly Leads 5 Stocks Near Buy Points As The Market Rally Rotates
Investor's Business Daily53d agobullish
Eli Lilly Leads 5 Stocks Near Buy Points As The Market Rally Rotates

Eli Lilly and EZ Corp. lead stocks to watch near buy points this week as investors seek shelter in defensive growth names. The relative strength lines of all top five stocks near buy points are making new highs or near highs. The strong RS lines, which track performance vs. the S&P 500, are especially bullish given the overall uncertain stock market.

Fortinet (FTNT) Launches FortiSOC And Adds Derek Kan To Its Board
Simply Wall St.53d agoneutral
Fortinet (FTNT) Launches FortiSOC And Adds Derek Kan To Its Board

Fortinet (NasdaqGS:FTNT) has introduced FortiSOC, an AI powered, unified cloud security operations platform delivered as SaaS. The company is consolidating threat detection, incident response and related security operations workflows into a single offering aimed at enterprise and public sector customers. Fortinet has also appointed Derek Kan, a technology executive with experience in scaling businesses and deploying AI, to its board of directors. Fortinet is best known for its firewall,...

The Real Risk Inside Cisco Stock
Trefis53d agoneutral
The Real Risk Inside Cisco Stock

After a strong run, it’s natural for any Cisco Systems (CSCO) shareholder to feel confident. The stock is up 72% over the last year, powered by a story of transformation. The company is capturing surging AI demand, raising its forecast for AI infrastructure orders to $9 billion for the fiscal year. But when a stock has priced in this much success, the risks change. The question is no longer just about whether the company can grow, but whether it can grow in a way that justifies the new, higher e

Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals
24/7 Wall St.55d agoneutral
Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Holders of CrowdStrike (NASDAQ:CRWD) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23. The catch is concentration. A single Falcon sensor incident in July 2024 still drags litigation costs across CrowdStrike’s results. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) keeps CrowdStrike as its ... Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE
Simply Wall St.56d agoneutral
Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE

Palo Alto Networks is facing rising integration costs from recent large acquisitions, which are putting pressure on margins. These cost and margin issues are emerging as key near term risks that set the company apart from core cybersecurity peers. Rivals such as Fortinet are gaining traction with stronger adoption of unified SASE security platforms, sharpening competitive pressures. Palo Alto Networks, NasdaqGS:PANW, is drawing attention as higher integration costs from its recent...