Fortinet

FTNT

Market cap $101B

Even stocks in the beleaguered software industry have been on fire.

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Cybersecurity ETFs are gaining traction as AI-driven cloud expansion fuels demand for digital protection and risk management.

The artificial intelligence (AI) boom continues to set the direction for global financial markets in 2026, but Goldman Sachs strategists argue that opportunities exist outside this tech narrative as well. Concentrated leadership in the AI trade has propelled US benchmark indices to record levels this year, prompting concerns that the current environment resembles a single trade rather than a diversified market.

Cybersecurity companies embedding AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

Fortinet NASDAQ: FTNT executives said demand for AI-related data center security, operational technology protection and sovereign SASE offerings is contributing to a stronger pipeline, while the company continues to see product growth supported by firewall demand.

Palo Alto Networks consistently reports a noticeably higher overall revenue total than Fortinet across all recent reporting periods. Both companies have displayed a generally consistent, upward quarter-over-quarter revenue trend over the duration of the last eight periods.

ZS' Q3 results are likely to reflect benefits from strong AI security demand, Zero Trust growth and momentum in Z-Flex adoption.

Josh Brown has added three cybersecurity names, Fortinet, Palo Alto Networks, and CrowdStrike, to his closely watched “best stocks in the market” portfolio. Cybersecurity stands as the singular, non-negotiable line item in corporate IT budgets, immune to macroeconomic tightening.

Fortinet, Inc. (FTNT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript