Who's pushing the ceiling? 🔎
Eight names surfaced in our S&P 500 $SPY all-time high scan:$Hewlett Packard Enterprise(HPE.US) $NetApp(NTAP.US) $Lumentum(LITE.US) $Keysight Tech(KEYS.US) $AMD(AMD.US) $NVIDIA(NVDA.US) $Palo Alto Networks(PANW.US) $Fortinet(FTNT.US)
Fortinet
FTNT172.9800.61% ( -1.070 )
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Featured🛡️ Cybersecurity Stocks Surge — Can AI Security Become the Next Major Theme?
Yes, AI security has the ingredients of a major investment theme, but I would separate the theme from the short-term stock price. The key question is whether AI creates enough new security spending to...
Trade Showcase: Trade, Show & Earn Rewards! - F
• $Meta's stock fell after earnings due to increased AI spending.
• $Microsoft(MSFT.US) exceeded fiscal fourth-quarter targets driven by AI and cloud strength. • $SoFi Tech(SOFI.US) declined despite surpassing Q2 earnings and revenue estimates. • SK Hynix missed Q2 sales targets but reported a surprising net profit. $SK Hynix(SKHY.US) • Lam Research's stock rose after beating fiscal Q4 estimates and raising guidance. $Lam Research(LRCX.US) • Datadog's stock surged ahead of Q2 earnings, fueled by AI expectations. $Datadog(DDOG.US) • Fortinet reported strong Q2 earnings and revenue, leading to a stock increase. $Fortinet(FTNT.US) • Garmin's stock jumped after beating Q2 targets and raising its full-year outlook. $Garmin(GRMN.US) - F
Top movers: $Lam Research(LRCX.US) $Starbucks(SBUX.US) $Fortinet(FTNT.US)
Top Losers: $Meta Platforms(META.US) $Qualcomm(QCOM.US) $Carvana(CVNA.US) - W
$Fortinet(FTNT.US) CRUSHED Q2 EARNINGS 🔥
Adj. EPS: $0.90 vs $0.75 estSales: $2.048B vs $1.889B estRaised FY2026 Adj EPS GuidanceRaised FY2026 Sales Guidance🟩 +9.16% - H
$Fortinet(FTNT.US) | BofA Securities maintains 𝐁𝐮𝐲 on 𝐅𝐨𝐫𝐭𝐢𝐧𝐞𝐭, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟖𝟎
Analyst sees Fortinet transitioning from a recovery to a growth story, well-positioned for security platform consolidation and AI-driven spending. - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Intel and Fortinet Partner to Develop Next-Generation Security Processor - $Intel(INTC.US) $Fortinet(FTNT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗜𝗻𝘁𝗲𝗹 and 𝗙𝗼𝗿𝘁𝗶𝗻𝗲𝘁 partner to develop 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗼𝗿 𝟲 (𝗦𝗣𝟲).➤ Collaboration combines Fortinet ASIC technology with Intel's manufacturing capabilities.➤ Partnership expands the companies' existing strategic relationship.➤ Agreement aims to diversify 𝗙𝗼𝗿𝘁𝗶𝗻𝗲𝘁'𝘀 global semiconductor supply chain.➤ Intel will provide semiconductor design, packaging, and manufacturing expertise.➤ Collaboration supports Fortinet's long-term 𝗔𝗦𝗜𝗖 roadmap.➤ Companies will explore broader semiconductor and cybersecurity collaboration.➤ Partnership aims to strengthen resilient global technology infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗞𝗲𝗻 𝗫𝗶𝗲, Founder, Chairman, and CEO of Fortinet:"This expanded relationship with Intel will leverage its unique combination of advanced semiconductor technology, manufacturing expertise, and global supply chain capabilities, helping Fortinet accelerate and strengthen our ASIC strategy."𝗟𝗶𝗽-𝗕𝘂 𝗧𝗮𝗻, CEO of Intel:"can help cybersecurity leaders like Fortinet accelerate the development of critical security technologies while building a more resilient and diversified global supply chain." - F
The world is heading toward agents, and every agent acts like another teammate talking to tools, data, and other agents inside the data center all day. That creates a new kind of traffic and a new kind of risk. $Fortinet(FTNT.US) sits in the middle of it with high-speed data center security and AI runtime protection so those agents can move fast without opening the whole company up.
TB;DR Fortnite is my favorite cyber security 😃 200+ incoming. - M
One reason I continue holding Fortinet is that cybersecurity has become a necessity, not a luxury. My investment thesis is that businesses will keep increasing their spending on digital security over time. If Fortinet continues to innovate, expand its platform, and win enterprise customers, I believe it can deliver solid long-term growth despite intense competition.
Trade Showcase: Trade, Show & Earn Rewards! - F
We are in one of the strongest bull markets we have seen in a while. Opportunities are everywhere.
The quickest way to lose your edge right now is greed. Do not overstay your welcome on a swing trade and give back your gains. Know the difference: "buy and hold" is a long term position, but purely technical setups based on EMAs or other indicators are swings. They are short term by nature.When we see ideas like $Twilio(TWLO.US), $NVIDIA(NVDA.US), $Fortinet(FTNT.US), $First Solar(FSLR.US), and $Marvell Tech(MRVL.US), we have to participate because the setups are incredible. But when your technical levels hit, book the profits and move on to the next one. As simple!
