Accessibility StatementSkip Navigation NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Fortinet, Inc. ("Fortinet" or "the Company") (NASDAQ: FTNT) and certain of its officers. Class Definition A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/FTNT. or you may contact P ...

Group 1 - A class action lawsuit has been filed on behalf of investors who acquired Fortinet, Inc. securities during the period of November 8, 2024 through August 6, 2025 [1] - Investors who suffered losses on their Fortinet investments have until November 21, 2025 to request lead plaintiff appointment [1]

Core Insights - The rise of AI technology has led to unprecedented challenges in cybersecurity, with AI-generated scams and vulnerabilities becoming more prevalent [1][8] - A significant portion of vulnerabilities identified in AI models are unique to them, highlighting the need for enhanced security measures [3][8] Group 1: AI Vulnerabilities and Risks - Over 60% of the 281 security vulnerabilities identified in AI models are unique to these models, with 177 specific vulnerabilities reported [1][3] - Common risks include improper outputs, information leakage, prompt injection, and traditional security vulnerabilities [1][3] Group 2: Security Governance and Collaboration - Experts emphasize the need for continuous improvement in security measures and the establishment of classification standards for AI vulnerabilities [3][4] - The release of the 2.0 version of the "Artificial Intelligence Security Governance Framework" aims to enhance global cooperation in AI security governance [4] Group 3: Technological Advancements in Cybersecurity - The cybersecurity industry is actively adopting AI technologies to create robust defenses against emerging threats, marking the transition to an "intelligent defense era" [3][8] - Companies like Huawei and Ant Group are developing comprehensive security solutions that leverage AI to enhance protection across various sectors [5][7] Group 4: Practical Applications and Innovations - Ant Group's gPass aims to create a secure digital ecosystem for AI devices, focusing on user identity verification and data security [5][6] - Huawei's AI network security solution offers a zero-trust protection system for enterprises, significantly improving threat detection and response capabilities [7]

山石网科(688030.SH)在业绩说明会上表示，公司是全球第三家成功实现自研ASIC安全芯片的网络安全 企业，目前ASIC安全芯片处于量产流片阶段，尚未回片。公司来自金融行业客户的收入占比一般约为 20%。上半年，公司研发投向主要包括ASIC安全芯片研发、信创产品布局进一步补充、AI技术对产品 与服务赋能以及安全服务能力建设等。 ...

Core Viewpoint - F5 Inc. is recognized as a trending AI stock, with a recent acquisition of CalypsoAI viewed positively, enhancing its advanced security solutions suite [1][2]. Group 1: Acquisition Details - The acquisition of CalypsoAI is seen as a strategic move that aligns with F5's focus on security, following previous acquisitions of Mantis Networks, Insight Engines, and LeakSignal [2]. - The transaction value for CalypsoAI is modest compared to past acquisitions, such as Shape Security for approximately $1.02 billion and NGINX for $670 million [2]. - F5 has sufficient cash flow to complete the acquisition while continuing stock buybacks, indicating financial stability [2]. Group 2: Market Position and Future Outlook - Although the acquisition is expected to have an immaterial impact on revenue and operating results, it is believed to enhance F5's security platform, making it more attractive to organizations implementing Generative AI and Large Language Model initiatives [2]. - F5 Inc. operates as a multi-cloud application delivery and security solutions provider, offering networking, unified app management, and security solutions [3].

在人工智能赛道，选手们需要应对大模型安全相关挑战，解决AI训练数据被投毒、模型被恶意攻击等 潜在问题；车联网赛道中，参赛者要针对车辆通信安全、自动驾驶系统防护等关键环节展开攻防演练， 这些赛题设置均紧密贴合现实应用场景，对未来网络安全防护具有重要的实践指导意义。 （原标题："湾区杯"网安大赛落幕：角逐前沿攻防，培育本土"红客"） 南方财经记者彭敏静 珠海报道 9月15日，在2025年广东省网络安全宣传周（简称：宣传周）的浓厚氛围中，2025年"湾区杯"网络安全 大赛决赛在珠海举行。 大赛秉持"智慧之成?安全之诚?未来之城"的主题，创新性地构建了多维度竞技体系。除传统网络安全攻 防实战环节外，特别增设低空经济、人工智能、移动互联网、车联网、工业互联网、区块链安全等六大 前沿赛道，紧密围绕未来城市安全保障需求，全面考察选手在新兴科技领域的实战能力与创新思维。 据悉，初赛线上报名人数超过1万人，人员涵盖全国各地的网络安全从业人员、技术爱好者、院校学 生、青少年等。经过初赛阶段的激烈角逐，共遴选出150支队伍、450人参加决赛，总奖金超百万元。 最终，大赛在激烈角逐后确定奖项归属，不仅评选出象征综合实力的金湾杯、银湾 ...

网络安全领域、人工智能产业等研究专家围绕"AI+"发展创新与安全治理展开深入交流。 AI音乐奏响广州网络安全之声、"产学研用"共发"AI智能体安全发展倡议"、高校院长共话"AI+安全"深 度融合、2025年"羊城杯"网络安全大赛正式开启……9月15日，在第12个国家网络安全宣传周来临之 际，"2025年广州市网络安全宣传周启动仪式"成功举办。活动聚焦人工智能时代的网络安全工作，助力 高质量发展迈上新台阶。此次活动由广州市委宣传部、市委网信办、市教育局、市工业和信息化局、市 公安局、市文化广电旅游局、市国资委、市政务服务和数据管理局、市总工会、团市委、市妇联、中国 人民银行广东省分行联合主办，南方都市报社、南都大数据研究院承办，广州市网络安全产业促进会、 广州互联网协会支持。 发挥各自优势共筑网络安全防线 今年初，广州提出加快建设以科技创新为引领、实体经济为支撑、先进制造业为骨干、现代服务业为依 托的"12218"现代化产业体系，突出自主可控、安全可靠和竞争力强。今年，十五运会和残特奥会将在 广东、香港、澳门举行，重大活动对网络安全提出了更高要求。 广州市委网信办相关负责人在致辞中表示，广州市始终坚持统筹发展和 ...

Core Viewpoint - Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of Fortinet investors following disappointing Q2 2025 financial results, which led to stock downgrades by analysts due to concerns over the company's firewall refresh cycle [1][2]. Group 1 - Fortinet reported disappointing second-quarter 2025 financial results on August 6, 2025 [1]. - Following the financial report, Fortinet's stock price fell by $21.28 per share, or 22.03%, closing at $75.30 per share on August 7, 2025 [2]. - Analysts downgraded their ratings on Fortinet's stock due to concerns regarding the company's firewall refresh cycle [1]. Group 2 - Kessler Topaz Meltzer & Check, LLP has a history of prosecuting class actions involving securities fraud and breaches of fiduciary duties, recovering billions for investors [2]. - The firm represents investors, consumers, and whistleblowers, contributing to corporate governance reform [2]. - For further information, Kessler Topaz Meltzer & Check, LLP provides contact details for inquiries regarding the investigation [3].

Core Insights - The cybersecurity landscape is rapidly evolving, with Fortinet (FTNT) and Cisco Systems (CSCO) as key competitors in the network security market, which is projected to grow from $24.95 billion in 2025 to $42.93 billion by 2030, at a CAGR of 11.47% [1][8] Fortinet (FTNT) Overview - Fortinet's investment thesis is based on its strong execution and focused strategy in the high-growth security market, reporting Q2 revenues of $1.63 billion, a 14% year-over-year increase, and billings of $1.78 billion, up 15% [3][4] - The company boasts industry-leading non-GAAP operating margins of 33% in Q2, reflecting operational efficiency, and has raised its full-year 2025 billings guidance to $7.325-$7.475 billion [4] - Fortinet's competitive edge comes from its FortiAI innovations, with over 500 AI patents, and its recognition in multiple Gartner Magic Quadrants, indicating its leadership in various security segments [5] - The company is successfully transitioning to recurring revenue models, with Unified SASE ARR growing 22% and Security Operations ARR expanding 35% year-over-year [5] - Fortinet's proprietary ASIC-driven architecture and recent product launches position it well to capitalize on the convergence of networking and security [6] Cisco Systems (CSCO) Overview - Cisco reported fiscal Q4 revenues of $14.67 billion, a 7.6% increase year-over-year, with product orders growing 7% across all regions [7][10] - The integration of Splunk enhances Cisco's observability capabilities but complicates its security innovation efforts, leading to operational challenges [10][11] - Cisco's fiscal Q1 2026 revenue guidance of $14.65-$14.85 billion suggests modest growth, with management acknowledging headwinds from tariffs and challenges in converting AI investments into revenue [10] - Despite introducing innovations, Cisco struggles to maintain relevance in pure security, with security revenue growth coming from a smaller base and including Splunk contributions [11] Valuation and Performance Comparison - Fortinet trades at a forward P/S ratio of 8.09X, significantly higher than Cisco's 4.49X, justified by Fortinet's superior growth profile and execution consistency [12][15] - Fortinet's revenues are projected to grow 13.29% to $6.75 billion in 2025, while Cisco's fiscal 2026 revenue growth is estimated at 5.19% to $59.59 billion [15] - Year-to-date, Fortinet shares have declined 20%, while Cisco's shares have gained 14.6%, indicating differing market perceptions of their respective strategies [15] Conclusion - Fortinet is positioned as a superior investment opportunity due to its focused security strategy, consistent double-digit revenue growth, and leadership in critical technologies [19] - Cisco's execution challenges and legacy portfolio complexity limit its near-term growth potential, making Fortinet's premium valuation justified [19]

Core Viewpoint - Fortinet, Inc. is under investigation for potential violations of federal securities laws following the release of its second quarter 2025 financial results, which included weaker-than-expected revenue guidance and updates on its firewall upgrade cycle [1][2]. Financial Performance - On August 6, 2025, Fortinet reported that it was "approximately 40% to 50% of the way through the 2026 firewall upgrade cycle" at the end of the second quarter [2]. - The company projected third quarter revenue between $1.67 billion and $1.73 billion, which was below market expectations [2]. Stock Market Reaction - Following the announcement of the financial results and guidance, Fortinet's stock price dropped by $21.28, or 22%, closing at $75.30 per share on August 7, 2025 [3].