Dow Jones futures rose modestly early Wednesday, along with S&P 500 futures and Nasdaq futures. The Federal Reserve is expected to raise interest rates amid soaring oil prices and Treasury yields.
The stock market saw further losses Tuesday with the Nasdaq and S&P 500 dropping below their 50-day moving averages. The 10-year Treasury yield is at 5% while crude oil prices jumped amid global conflicts.
Salesforce (CRM) fell slightly amid its annual Dreamforce conference but is still near entries. ServiceNow (NOW) rose within a buy zone while Twilio (TWLO) and Dynatrace (DT) reclaimed buy points. Cybersecurity plays Qualys (QLYS), Fortinet (FTNT) and Palo Alto Networks (PANW) flashed buy signals.
Outside of software, Energy play APA Corp. (APA) and Guardant Health (GH) are actionable.
Guardant Health and Twilio are on Leaderboard. Twilio stock, Salesforce and Guardant are on SwingTrader. Salesforce stock is on the IBD 50. Fortinet stock, Salesforce and Dynatrace are on the IBD Big Cap 20.

#Stock #futures

Sunnyvale, California-based Fortinet, Inc. (FTNT) provides cybersecurity and convergence of networking and security solutions worldwide. The company has a market cap of $114.7 billion and offers FortiOS, a unified operating system designed to address cybersecurity threats; FortiASIC, application-specific integrated circuit (ASIC)-based security processing units; FortiCloud, a private cloud software-as-a-service platform; FortiAI; among other offerings.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." FTNT fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the software infrastructure industry.
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#market #security

Three LPGA golfers have won consecutive tournaments in 2026. Might there be a fourth this week?
Miyu Yamashita of ******* an, who won last week's CPKC Women's Open in a rout by nine shots, shot 2-under 70 on Friday. She had it to 10 under and the solo lead at one point but a late bogey dropped her into a three-way tie for the lead at the FM Championship.
Yamashita has two wins this season and a third this week would put her alongside three golfers who have won back-to-back starts in 2026: Hyo Joo Kim (Fortinet and Ford in March), Nelly Korda (Chevron and Riviera Maya in April) and Haeran Ryu (KPMG Women's PGA and Amundi Evian) in late June/early July.
Yamashita started on the back nine and birdie Nos. 16 and 17. A bogey on No. 1 was followed by birdies at Nos. 2 and 6 before one more bogey at the eighth hole. A somewhat ho-hum round but she's co-leading alongside Kim, and Allisen Corpuz, who has yet to win in 2026. Two golfers tied for fourth, Morgane Metraux and Ruoning Yin, posted 7-under 65s. Suvichaya Vinijchaitham, tied for ninth, also shot 65, the best score of the day Friday.
Defending champ Lottie Woad is tied for 27th after a 73 on Friday.

#yamashita #bogey #back

SentinelOne (NYSE: S) will announce its earnings for the second quarter of 2026 on August 27 after the bell. The report may generate some interest, as the company has won over customers with Singularity, its AI-native cybersecurity platform.
Moreover, investors have taken notice as the stock has risen by 42% since the beginning of the year. Amid the rising interest in the stock, should investors buy before the earnings release? Let's take a closer look.
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At first glance, SentinelOne's AI-native platform may offer some advantages. Thanks to that approach, it offers on-device AI models like its on-agent autonomous AI, giving it machine learning capabilities directly on the agent. Moreover, its Purple AI generative AI ****** istant works across security operations, and its 1-click remediation and rollback can return files to a pre-attack state when necessary.
However, investors have to remember the competitive nature of the cybersecurity industry. Unfortunately, the AI-native approach has not necessarily won over customers, and established cybersecurity companies like Palo Alto Networks, Fortinet, Microsoft, and CrowdStrike have also built platforms to address many of the same challenges.

#NVIDIA #native #earnings #interest

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 and investor sentiment suggest FTNT still has room to run, supported by robust fundamentals and moderate short interest.
Valued at $117 billion, Fortinet (FTNT) is a provider of network security appliances and Unified Threat Management network security solutions to enterprises, service providers, and government entities worldwide. Its solutions are designed to integrate multiple levels of security protection, including firewall, virtual private networking (VPN), antivirus, intrusion prevention, web filtering, anti-spam and wide area network acceleration.

#sentiment #solutions #analyst #valued

So, cybersecurity matters more than ever. And market players know this.
At MoneyFlows, we help investors by uncovering the leading companies in each major AI frontier. And right now, institutional money flows are highlighting two clear AI security winners.
The first cybersecurity stock to own in the age of AI is Fortinet (FTNT). This $120 billion market capitalization company delivers cybersecurity solutions to enterprises, governments, and small businesses.
The stock doubled this year; now it trades at a forward price-earnings ratio of 44.2:
Its latest earnings report showed per-share earnings of $0.90, which easily beat estimates of $0.75.

#earnings #Stock #fortinet #players

Fortinet, Inc. (FTNT), headquartered in Sunnyvale, California, provides cybersecurity and convergence of networking and security solutions. Valued at $111.6 billion by market cap, the company offers network security appliances, software, and subscription services. Fortinet systems integrate the industry's broadest suite of security technologies, including firewall, VPN, antivirus, intrusion prevention (IPS), web filtering, antispam, and traffic shaping.
Shares of this cybersecurity giant have outperformed the broader market over the past year. FTNT has gained 43% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, FTNT stock is up 88.9%, surpassing SPX's 8.5% rise on a YTD basis.
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#security #fortinet

Fortinet, Inc. (NASDAQ:FTNT) has surged more than 104% over the past 6 months; much of the gains came after the company reported strong fiscal Q1 2026 earnings in May. The triple-digit gains over the past 6 months make Fortinet, Inc. (NASDAQ:FTNT) one of our Best Performing Agentic AI Stocks to Buy. Fortinet's ranks among the Agentic AI stocks due to its FortiSOC + FortiAI-Assist, which is a unified cloud-delivered security operations center platform powered by agentic AI.
During the fiscal Q1 2026, the company not only topped revenue estimates by 6.68%, but the EPS of $0.82 also exceeded the consensus of $0.62. Notably, during the quarter, the company grew its total billings by 31% year-over-year to $2.09 billion, with standout performance in the Operational Technology segment, which saw billings surge over 70%. Moreover, product revenue surged 41% year-over-year to $645 million, driven by robust demand for high-performance FortiGate appliances used in AI data center deployments.
Despite the gains, recently, on June 30, HSBC downgraded the stock from Hold to Reduce and raised the price target from $98 to $102. The firm noted that the rating change is based on valuation concerns rather than fundamentals. ***** yst Bersey noted Fortinet trades at a 2026 P/E of 46.1x, in line with cybersecurity peers, despite a much slower 11.6% EPS growth rate. He noted that the mismatch makes the risk-reward unattractive at current levels. The firm also flagged a large-scale device security event as a near-term risk, potentially slowing product and billings momentum as customers scramble to ***** s exposure. Moreover, HSBC raised its target multiple to 31x from 30x, reflecting AI-led re-rating across the sector, but kept it well below the peer median of 46x.
Fortinet Inc. (NASDAQ:FTNT) provides cybersecurity and convergence of networking and security solutions worldwide.
While we acknowledge the potential of FTNT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Eli Lilly (LLY) and EZ Corp. (EZPW) lead stocks to watch near buy points this week as investors seek shelter in defensive growth names. Fortinet (FTNT), Iron Mountain (IRM) and JB Hunt (JBHT) round out the list.
Eli Lilly stock raced through a buy zone Friday. Iron Mountain stock flirted with a buy area. Fortinet stock, JBHT stock and EZPW stock eye trendline or technical entries.
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.
Investors rotated into more defensive areas of the market, such as healthcare, financials, real estate investment trusts (REITs) and consumer staples. The defensive rotation came as worries about costly AI investments and persistent inflation hit top technology stocks.
Defensively oriented stocks offer relative stability in good times and bad times. People need things like medicines and groceries no matter which way the economy goes.

Dow Jones futures edged higher early Wednesday, while S&P 500 futures and Nasdaq futures rose. Micron Technology (MU) earnings due after the close. FedEx (FDX) and AI chip IPO Cerebras (CBRS) tumbled overnight on results.
The stock market rally saw sharp losses Tuesday among leading AI names amid a global sell-off and with Micron Technology (MU) earnings due late Wednesday. The Nasdaq closed below key support for the first time in over two months, even with ******* eX (SPCX) providing some support.
Outside of AI, Guardant Health (GH), Fortinet (FTNT), Ezcorp (EZPW) are near buy points.
Late Tuesday, Google-parent Alphabet (GOOGL) rose slightly on news it'll join the Dow Jones Industrial Average on June 29, replacing Verizon (VZ) on June 29. Google stock edged higher before the open.
Guardant Health stock is on Leaderboard. Micron stock, Guardant Health are on the IBD 50. Fortinet stock and Micron are on the IBD Big Cap 20. Ezcorp was Tuesday's IBD Stock Of The Day. The video embedded in the article reviews Tuesday's market action and ******* yzes Guardant Health stock, Fortinet and Ezcorp.

Fortinet Inc. (NASDAQ:FTNT) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 12, Fortinet partnered with NVIDIA (NASDAQ:NVDA) to accelerate the FortiAIGate solution, providing high-performance, GPU-accelerated security for AI workloads. This integration protects data and autonomous agents in data centers and the cloud, allowing organizations to monitor AI usage and scale operations without compromising speed or governance.
The solution enables secure AI runtime by applying guardrails to large language models while maintaining low latency through NVIDIA's computing platforms. By supporting self-hosting and inline deployment, FortiAIGate ensures data sovereignty and compliance with local regulations, keeping sensitive information within specified borders.
Copyright: highwaystarz / 123RF Stock Photo
FortiAIGate implements zero-trust principles to prevent prompt injection and data leakage, while its multitenant architecture allows for efficient resource isolation. By using NVIDIA infrastructure, the platform delivers high-throughput security with a reduced hardware footprint, lowering operational costs and improving overall AI ROI.
Fortinet Inc. (NASDAQ:FTNT) provides cybersecurity and convergence of networking and security solutions worldwide.

Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.'s share was trading at $133.96 as of May 26th. FTNT’s trailing and forward P/E were 51.92 and 45.25 respectively according to Yahoo Finance.
Fortinet (FTNT) is a leading cybersecurity compounder, and despite a premium valuation, the long-term investment case remains intact. The company anchors its business on FortiGate firewalls, which act as the gateway into enterprise networks and convert hardware sales into high-margin recurring subscription revenue, now ~40% of sales.
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Fortinet’s competitive moat is strengthened by proprietary FortiSP ASIC chips, delivering superior performance and cost efficiency versus peers, while expanding exposure to SASE and OT security positions it in the fastest-growing segments.

Fortinet, Inc. (NASDAQ:FTNT) has gained more than 70% during the last month. Most of the gains came after the company posted strong results during fiscal Q1 2026 earnings, which were released on May 6. The stock is also among our Best Performing Stocks in May.
During the quarter, Fortinet, Inc. (NASDAQ:FTNT) posted $1.85 billion in revenue, reflecting a 20% year-over-year increase and ahead of Wall Street’s guidance of $1.73 billion. The EPS of $0.82 also came in ahead of the expectations of $0.62. Management attributed revenue growth to the Product revenue, which improved 41% year-over-year, reflecting strong hardware demand alongside its software business.
Profitability was equally solid as GAAP earnings per share grew 29% to $0.72, while non-GAAP EPS climbed 41% to $0.82. The company also generated record operating and free cash flow of $1.08 billion and $1.01 billion, respectively. Notably, the billings surged 31% to $2.09 billion. CEO Ken Xie attributed the results to broad-based demand and Fortinet’s long-standing strategy of converging networking and security. He also highlighted how an increasingly AI-driven threat environment is accelerating that demand.
Looking ahead, the company has guided revenue of up to $1.93 billion and billings up to $2.19 billion, suggesting continued momentum heading into the rest of the year.
Fortinet, Inc. (NASDAQ:FTNT) is engaged in offering cybersecurity and the convergence of networking and security solutions.

Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on The Wealth Dynasty Report's Substack. In this article, we will summarize the bulls' thesis on FTNT. Fortinet, Inc.'s share was trading at $133.96 as of May 26th. FTNT's trailing and forward P/E were 51.92 and 45.25 respectively according to Yahoo Finance.
Fortinet (FTNT) is a leading cybersecurity compounder, and despite a premium valuation, the long-term investment case remains intact. The company anchors its business on FortiGate firewalls, which act as the gateway into enterprise networks and convert hardware sales into high-margin recurring subscription revenue, now ~40% of sales.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Fortinet's competitive moat is strengthened by proprietary FortiSP ASIC chips, delivering superior performance and cost efficiency versus peers, while expanding exposure to SASE and OT security positions it in the fastest-growing segments.