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Fortinet Is Down 28% YTD, But Its Free Cash Flow Just Hit a Record $2.21 Billion
247Wallst· 2026-02-25 18:34
12, 2026 at 1:04 PM EST Abbott Laboratories just paid its quarterly dividend of $0.63 per share on February 13, 2026, marking a 6.8% increase from…]## Top Gaining Stocks[Axon Enterprise][AXON]• Vol: 2,853,698+$80.44+18.18%$522.95[Coinbase][COIN]• Vol: 14,664,328+$22.25+13.73%$184.28[Western Digital][WDC]• Vol: 6,974,407+$19.53+7.22%$290.10[Corning][GLW]• Vol: 10,369,897+$10.27+6.77%$161.86[Seagate Technology][STX]• Vol: 2,134,408+$25.23+6.37%$421.25## Top Losing Stocks[GoDaddy][GDDY]• Vol: 5,530,554-$14.251 ...
RDDT, FTNT, CLBT & PLTR to Lead "Rip-Your-Face-Off" Software Rally?
Youtube· 2026-02-25 01:00
Ries and joining me with the big picture here on what's going on with this market. Luke Lloyd, president and CEO of Lloyd Financial Group is with me. So, we talked yesterday about how many of the names got hit pertaining to AI and Anthropic at least was part of it as it really uh announced some breakthroughs and some concerns about cyber security, concerns about financials.Um, and so many names were caught in the crossfire from Door Dash to American Express. Um, you don't particularly love the Mag 7 names a ...
Fortinet(FTNT) - 2025 Q4 - Annual Report
2026-02-25 00:25
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34511 ______________________________________ FORTINET, INC. (Exact name of registrant as specified in its charter) ______ ...
What is Anthropic’s Claude Code Security and how does it work - why did cybersecurity stocks fall after the launch?
The Economic Times· 2026-02-24 14:23
On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...
Fortinet, Inc. (FTNT) Downgraded to Hold Despite Strong Q4 as Analysts Warn of Margin Pressures
Yahoo Finance· 2026-02-22 16:48
Core Viewpoint - Fortinet, Inc. (NASDAQ: FTNT) has been downgraded from "Buy" to "Hold" by Freedom Capital Markets despite exceeding market expectations in Q4 2025, with a price target set at $90.00 [1][3]. Financial Performance - Fortinet's Q4 results surpassed both market expectations and its own guidance, driven by a large-scale network equipment refresh cycle [2][3]. - The service segment showed steady growth, supported by expanding Unified SASE cloud solutions and the integration of recent acquisitions [2]. Valuation and Risks - The downgrade was attributed to valuation constraints, with concerns over margin risks stemming from rising memory prices, foreign exchange volatility, and increasing competition [2][3]. - Long-term growth rates may face challenges due to potential margin compression risks linked to the same factors [3]. Industry Context - Fortinet operates in the cybersecurity sector, providing enterprise-level next-generation firewalls and network security solutions, utilizing artificial intelligence across its products [4].
Top 10 AI Stocks in Focus on Wall Street – Nvidia, Broadcom & More
Insider Monkey· 2026-02-22 01:50
Group 1: AI and Private Credit Market Insights - AI spending and resilient private credit are supporting market stability despite volatility and misleading headlines [1][2] - Private credit performance remains solid, with AI infrastructure investments tracking ahead of expectations [2] - Tech megacaps are increasing capital expenditures, with combined spending from four hyperscalers expected to reach nearly $700 billion, a 60% increase from 2025 [2] Group 2: Company-Specific Insights - Amazon is projected to have the most aggressive capital expenditure plan, reaching up to $185 billion this year, with Alphabet also increasing spending [3] - Despite cash flow pressure concerns, analysts maintain buy recommendations on Amazon and Alphabet stocks [3] - CoreWeave has secured large contracts from demanding GenAI users, but must address operational delays and scale power capacity to alleviate investor concerns [11] Group 3: Analyst Ratings and Market Performance - CoreWeave's stock faced a decline after Morgan Stanley reiterated an Equal Weight rating with a price target of $99, citing concerns over growth targets and operational delays [8][9] - Fortinet's Q4 2025 results exceeded expectations, but the company was downgraded from Buy to Hold due to valuation constraints and margin risks [12][14] - Fortinet's growth is supported by a large-scale network equipment refresh cycle and expanding Unified SASE cloud solutions, despite customer caution regarding contract durations [13][14]
Software Stocks Are Finally Stabilizing. They Could Bounce Back.
Barrons· 2026-02-20 22:39
Any trader that wants large gains must take some risk. The risk is worth taking in software right now. ...
Liquid Networx Announces Dedicated and Resident Fortinet Engineer Engagements for Enterprise Clients
Businesswire· 2026-02-20 18:59
SAN ANTONIO--(BUSINESS WIRE)--Liquid Networx, a national Fortinet partner and the first Fortinet Engage Preferred Services Partner (EPSP) in North America, is now offering dedicated and resident certified Fortinet engineers for enterprise clients. This offering delivers expert design, implementation, and ongoing support for Fortinet solutions including SASE, Zero Trust, and the Fortinet Security Fabric. The EPSP program endorses partners with verified capacities and experience in service delive. ...
Fortinet, Inc. (FTNT) Gets Price Target Boosts, Here’s Why
Insider Monkey· 2026-02-19 05:43
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
The Next 2 Tech Winners Smart Investors Are Eyeing
Yahoo Finance· 2026-02-17 19:53
Core Insights - Palantir Technologies has experienced significant growth, with Q4 revenue increasing 70% year-over-year (YOY) to $1.4 billion, driven primarily by its U.S. business which accounted for 77% of total revenue and grew 93% YOY [2] - The company has diversified its revenue streams, with commercial revenue rising 82% YOY to $677 million, while government revenue increased 60% YOY to $730 million, indicating a successful expansion beyond government contracts [2] - Palantir's total contract value (TCV) reached a record $4.3 billion in the quarter, with remaining deal value for the year increasing 105% YOY to $11.2 billion, showcasing strong demand for its services [5] Financial Performance - The company's "Rule of 40" score, a metric combining growth and profitability, reached 127%, reflecting a balance between rapid expansion and strong profitability [1] - For the full year, revenue grew 56% to $4.475 billion, with adjusted free cash flow of $2.27 billion and a cash position of $7.2 billion at the end of the quarter [5] - Analysts project earnings to increase by 76% in 2026 and another 39% in 2027, indicating strong future growth potential [7] Strategic Initiatives - Palantir is applying lessons from commercial supply chains to enhance national security, as evidenced by a $448 million contract from the U.S. Navy to modernize shipbuilding supply chains [1] - The company is focusing on organic growth through direct customer connections rather than acquisitions, which is expected to drive continued momentum in the coming years [6] - The average target price for Palantir shares is $200.43, suggesting a potential upside of 51% from current levels, with a Street-high estimate of $260 indicating a possible 95% upside [7]