It's time to spotlight AI versus cybersecurity and why some of these cyber stocks could be the real AI winners. Joining us now Dr. . Chris Pierson, the CEO at Black Cloak to take a deeper dive into the space.Chris, thank you so much for being with us today. You know, we spend so much time talking about who the AI winners are going to be and we talk about all these big hyperscaler names and I've said SASpocalypse more times than I would like to admit at this point over the last month, but you make a very com ...

Fortinet ( FTNT ) shares have grown by only 9% since my August purchase recommendation, while the entire business has grown significantly over the same period of time, with revenue and net profit growing compared toHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial st ...

Hey. Hi, I'm Dave Sakara and welcome to a bonus episode of the Morning Filter podcast. Now, as regular viewers and listeners know, we've been trying several different bonus episodes of our podcast, sitting down with various experts from Morning Star to discuss different topics that you told us that you want to hear more about. If you have an idea for other bonus episodes, please send it to us at our email address, the morning filter at morningstar.com. Now, longtime listeners of the morning filter have hear ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI sto ...

Is FTNT a good stock to buy now? We came across a bullish thesis on Fortinet, Inc. on Compounding Your Wealth’s Substack by  Sergey. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.'s share was trading at $84.20 as of March 10th. FTNT’s trailing and forward P/E were 34.79 and 28.25 , respectively according to Yahoo Finance. Zscaler (ZS) Reports Record FQ2 2026 Revenue Driven by Massive Enterprise Adoption Fortinet, Inc. provides cybersecurity and convergence of networking and s ...

Core Insights - Fortinet, Inc. (NASDAQ:FTNT) is recognized as one of the 13 stocks with consistent growth potential to buy currently, with management indicating that AI will serve as a tailwind for the company [1] Group 1: Company Strategy and Performance - At the Accelerate conference, management highlighted the benefits of its integrated platform strategy, including a single OS architecture, ASIC-driven performance, and an expanding portfolio [2] - The company is experiencing accelerating growth in SD-WAN and SASE, with management asserting that AI will enhance traffic, broaden the threat surface, and increase demand for both infrastructure security and AI-enabled operations [2] Group 2: Analyst Ratings and Market Sentiment - Following the conference, several analysts maintained a "Hold" rating on Fortinet, Inc. [2] - However, a bearish perspective was noted from Wells Fargo analysts, who assigned an "Underweight" rating with a price target of $64, citing concerns over the company's reliance on hardware-centric markets and execution risks not fully reflected in the stock price [3] Group 3: Product Offerings - Fortinet, Inc. provides a range of cybersecurity solutions, including network security, secure access service edge, security operations, enterprise networking, and application security, catering to corporations, service providers, governments, and small-to-medium enterprises globally [4]

Core Viewpoint - Fortinet emphasizes its vision for cybersecurity and strategic positioning aimed at achieving sustained, durable, and profitable growth [1]. Group 1 - The investor briefing session is part of Fortinet's event, Accelerate 2026, highlighting the company's commitment to engaging with investors [1]. - Anthony Luscri, Vice President of Investor Relations, leads the presentation, indicating the importance of investor relations in the company's strategy [1].

Core Viewpoint - Fortinet is expected to report earnings that show growth in both EPS and revenue, indicating a positive outlook for the company in the network security sector [2][3]. Group 1: Stock Performance - Fortinet's stock closed at $83.44, reflecting a -1.14% change from the previous day, which is worse than the S&P 500's loss of 0.61% [1]. - Over the past month, Fortinet's shares have gained 0.17%, outperforming the Computer and Technology sector's loss of 1.56% and the S&P 500's loss of 2.25% [1]. Group 2: Earnings Estimates - The upcoming EPS for Fortinet is projected at $0.62, representing a 6.90% increase compared to the same quarter last year [2]. - Revenue is forecasted to be $1.73 billion, indicating a 12.43% growth year-over-year [2]. - For the full year, analysts expect earnings of $2.96 per share and revenue of $7.6 billion, marking changes of +7.25% and +11.71% respectively from last year [3]. Group 3: Analyst Revisions and Rankings - Recent changes to analyst estimates for Fortinet are important as they reflect the evolving business outlook, with positive revisions indicating optimism [3]. - Fortinet currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 0.16% over the past month [5]. Group 4: Valuation Metrics - Fortinet's Forward P/E ratio is 28.54, which is lower than the industry average of 38.01, suggesting a valuation discount [6]. - The PEG ratio for Fortinet is 2.57, compared to the industry average PEG ratio of 2.72 [6]. Group 5: Industry Context - The Security industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 92, placing it in the top 38% of over 250 industries [7]. - The top 50% rated industries are shown to outperform the bottom half by a factor of 2 to 1 [7].

Core Insights - The company is focused on the development of transcript-related projects, indicating a commitment to enhancing its offerings in this area [1] Group 1 - The company publishes thousands of quarterly earnings calls each quarter, showcasing its extensive coverage and growth in the transcript publishing sector [1]

Core Insights - Liquid Networx has been recognized as Fortinet's first Engage Preferred Services Partner (EPSP) Partner of the Year in North America and Unified SASE Partner of the Year for the third consecutive year, marking a significant achievement as the first partner to receive two designations in one year [1][2] Group 1: Awards and Recognition - The Unified SASE Partner of the Year award highlights Liquid Networx's effective utilization of Fortinet Unified SASE to secure hybrid workforces, integrating networking and security for its customer base [2] - The EPSP Partner of the Year award reflects Liquid Networx's exceptional service delivery within Fortinet's EPSP program, meeting rigorous accreditation standards and enhancing customer relationships through expert deployment and support [3] Group 2: Company Overview - Liquid Networx is a strategic cybersecurity services advisor and telecommunications lifecycle management organization based in San Antonio, Texas, with extensive technical expertise in infrastructure technology and zero-trust environments [5] - The company provides a range of services including audits, design, compliance, help desk, and disaster recovery, supporting medium to multi-location enterprises across various sectors both nationally and internationally [5]