http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 21 Jul 2026 12:06:43 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html <p>William Blair analyst Jonathan Ho reiterated a Market Perform rating and {REMOVEPT} price target on Fortinet (NASDAQ: FTNT).</p><p>The analyst comments "Today, Intel (INTC $104.50) and Fortinet announced a strategic collaboration to develop Security Processor 6 (SP6), the next generation of Fortinet's custom security processor. Intel will contribute semiconductor design, packaging, and manufacturing capabilities to support development of the chip, with reports indicating SP6 will be manufactured on Intel 4. The partnership also makes Fortinet the first publicly named external customer for Intel 4, a process technology that has previously been used primarily for Intel's own products. In our view, the http://www.streetinsider.com/AI/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html Tue, 21 Jul 2026 12:06:43 -0400 FTNT INTC http://www.streetinsider.com/AI/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html <p>William Blair analyst Jonathan Ho reiterated a Market Perform rating and {REMOVEPT} price target on Fortinet (NASDAQ: FTNT).</p><p>The analyst comments "Today, Intel (INTC $104.50) and Fortinet announced a strategic collaboration to develop Security Processor 6 (SP6), the next generation of Fortinet's custom security processor. Intel will contribute semiconductor design, packaging, and manufacturing capabilities to support development of the chip, with reports indicating SP6 will be manufactured on Intel 4. The partnership also makes Fortinet the first publicly named external customer for Intel 4, a process technology that has previously been used primarily for Intel's own products. In our view, the http://www.streetinsider.com/AI/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html Tue, 21 Jul 2026 12:06:43 -0400 FTNT INTC http://www.streetinsider.com/Analyst+Comments/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html <p>William Blair analyst Jonathan Ho reiterated a Market Perform rating and {REMOVEPT} price target on Fortinet (NASDAQ: FTNT).</p><p>The analyst comments "Today, Intel (INTC $104.50) and Fortinet announced a strategic collaboration to develop Security Processor 6 (SP6), the next generation of Fortinet's custom security processor. Intel will contribute semiconductor design, packaging, and manufacturing capabilities to support development of the chip, with reports indicating SP6 will be manufactured on Intel 4. The partnership also makes Fortinet the first publicly named external customer for Intel 4, a process technology that has previously been used primarily for Intel's own products. In our view, the http://www.streetinsider.com/Analyst+Comments/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html Tue, 21 Jul 2026 12:06:43 -0400 FTNT INTC http://www.streetinsider.com/Analyst+Comments/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html <p>William Blair analyst Jonathan Ho reiterated a Market Perform rating and {REMOVEPT} price target on Fortinet (NASDAQ: FTNT).</p><p>The analyst comments "Today, Intel (INTC $104.50) and Fortinet announced a strategic collaboration to develop Security Processor 6 (SP6), the next generation of Fortinet's custom security processor. Intel will contribute semiconductor design, packaging, and manufacturing capabilities to support development of the chip, with reports indicating SP6 will be manufactured on Intel 4. The partnership also makes Fortinet the first publicly named external customer for Intel 4, a process technology that has previously been used primarily for Intel's own products. In our view, the http://www.streetinsider.com/Analyst+Comments/William+Blair+comments+on+Fortinet+%28FTNT%29+and+Intel+%28INTC%29+strategic+collaboration/26794507.html Tue, 21 Jul 2026 12:06:43 -0400 FTNT INTC http://www.streetinsider.com/Corporate+News/Intel+and+Fortinet+team+up+to+develop+security+processor+SP6/26793309.html <p>Intel (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT) announced a collaboration to develop Fortinet's Security Processor 6 (SP6), combining Fortinet's security processor technology with Intel's semiconductor design, packaging, and manufacturing capabilities.</p><p>According to a joint press release, the arrangement expands an existing relationship between the two companies and is also intended to diversify Fortinet's global supply chain.</p><p>"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," said Ken Xie, Founder, Chairman, and CEO of Fortinet.</p><p>Intel CEO Lip-Bu Tan said the collaboration demonstrates how http://www.streetinsider.com/Corporate+News/Intel+and+Fortinet+team+up+to+develop+security+processor+SP6/26793309.html Tue, 21 Jul 2026 09:01:25 -0400 FTNT INTC http://www.streetinsider.com/Corporate+News/Intel+and+Fortinet+team+up+to+develop+security+processor+SP6/26793309.html <p>Intel (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT) announced a collaboration to develop Fortinet's Security Processor 6 (SP6), combining Fortinet's security processor technology with Intel's semiconductor design, packaging, and manufacturing capabilities.</p><p>According to a joint press release, the arrangement expands an existing relationship between the two companies and is also intended to diversify Fortinet's global supply chain.</p><p>"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," said Ken Xie, Founder, Chairman, and CEO of Fortinet.</p><p>Intel CEO Lip-Bu Tan said the collaboration demonstrates how http://www.streetinsider.com/Corporate+News/Intel+and+Fortinet+team+up+to+develop+security+processor+SP6/26793309.html Tue, 21 Jul 2026 09:01:25 -0400 FTNT INTC http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Press+Releases/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html <p> SANTA CLARA, Calif. &amp; SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain. </p><p id="news-body-cta">This press release features multimedia. View the full release here: <a target="_blank" href="https://www.businesswire.com/news/home/20260721378476/en/" rel="nofollow">https://www.businesswire.com/news/home/20260721378476/en/</a></p><div id="bwbodyimg" style="width: 480px; float:left; padding-left:0px; padding-right:20px; padding-top:0px; padding-bottom:0px;"><img src="https://mms.businesswire.com/media/20260721378476/en/2855870/4/Intel-Fortinet-final.jpg" http://www.streetinsider.com/Business+Wire/Intel+and+Fortinet+Collaborate+to+Advance+Cybersecurity+Innovation+and+Strengthen+Global+Supply+Chain+Resilience/26793168.html Tue, 21 Jul 2026 09:00:00 -0400 FTNT INTC O.00652700 O.05078362 http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+PT+Change/Fortinet+%28FTNT%29+PT+Raised+to+%24183+at+Truist+Securities/26792067.html Truist Securities analyst Junaid Siddiqui raised the price target on Fortinet (NASDAQ: FTNT) to $183.00 (from $120.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Fortinet+%28FTNT%29+PT+Raised+to+%24183+at+Truist+Securities/26792067.html Tue, 21 Jul 2026 07:05:46 -0400 FTNT http://www.streetinsider.com/Upgrades/Morgan+Stanley+Upgrades+Fortinet+%28FTNT%29+to+Equalweight/26790992.html <p>Morgan Stanley analyst Meta Marshall upgraded Fortinet (NASDAQ: FTNT) from Underweight to Equalweight with a price target of $133.00 (from $80.00).</p><p>The analyst comments: “We have been UW FTNT with the thesis that the lack of software attach makes the story more of a hardware / networking story vs. a software story. That thesis has been more right than we gave it credit for, as it missed that in this time of accelerated hardware purchases, both to get ahead of memory prices and for general AI preparedness, hardware / networking have outperformed (e.g. CSCO / DELL trading well above historical averages). http://www.streetinsider.com/Upgrades/Morgan+Stanley+Upgrades+Fortinet+%28FTNT%29+to+Equalweight/26790992.html Tue, 21 Jul 2026 02:41:33 -0400 FTNT http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+Upgrades+Fortinet+%28FTNT%29+to+Equalweight/26790992.html <p>Morgan Stanley analyst Meta Marshall upgraded Fortinet (NASDAQ: FTNT) from Underweight to Equalweight with a price target of $133.00 (from $80.00).</p><p>The analyst comments: “We have been UW FTNT with the thesis that the lack of software attach makes the story more of a hardware / networking story vs. a software story. That thesis has been more right than we gave it credit for, as it missed that in this time of accelerated hardware purchases, both to get ahead of memory prices and for general AI preparedness, hardware / networking have outperformed (e.g. CSCO / DELL trading well above historical averages). http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+Upgrades+Fortinet+%28FTNT%29+to+Equalweight/26790992.html Tue, 21 Jul 2026 02:41:33 -0400 FTNT http://www.streetinsider.com/Analyst+PT+Change/Fortinet+%28FTNT%29+PT+Raised+to+%24185+at+Rosenblatt/26786945.html Rosenblatt analyst Catherine Trebnick raised the price target on Fortinet (NASDAQ: FTNT) to $185.00 (from $125.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Fortinet+%28FTNT%29+PT+Raised+to+%24185+at+Rosenblatt/26786945.html Mon, 20 Jul 2026 07:13:23 -0400 FTNT