Fortinet, Inc. - Common Stock (FTNT)

AI infrastructure security demand drives 20% revenue growth and record operating margins.

Fortinet (NASDAQ:FTNT) reported third-quarter 2026 results that exceeded the midpoint of its guidance across billings, revenue, operating margin and earnings per share, citing broad-based demand for network security, SASE, operational technology security and AI-related offerings. Total billings ros

Jonathan Rose breaks down five small-cap cybersecurity stocks under $10 billion and what each needs for a 5x move. Here's why Rubrik is still his top pick.

While chip stocks slide, cybersecurity and software names like HACK, IGV, Microsoft, CrowdStrike, and Palantir hold near highs, suggesting a rotation within tech rather than a broad exit.

AI hardware stocks slid on demand fears, but Chaikin Analytics says sticky-demand software and chip names like Palantir, ServiceNow, CrowdStrike and AMD could lead a post-midterm rally.

AI-powered hacking is forcing cybersecurity companies to pick a side.

There are concerns that OpenAI may be making a move in the cybersecurity industry.

Fortinet's services provide critical protection for physical AI infrastructure, and its stock trades at a more reasonable valuation than its peers.

There is one big difference between these two cybersecurity companies right now.

Cybersecurity stocks have been some of the best performers this year.

Cybersecurity demand is expected to surge as AI models become more advanced and physical AI scales.