Fortinet, Inc. FTNT

The global industrial control system (ICS) security market is projected to grow from USD 17.91 billion in 2026 to USD 38.48 billion by 2031, at a 16.5% CAGR. Growth is driven by IT-OT convergence, IIoT, smart manufacturing, wireless communications and rising cyber threats to critical infrastructure. Security solutions will hold the largest market share, while power will be the fastest-growing vertical and Asia Pacific the fastest-growing region. Key vendors include Cisco, Fortinet, Palo Alto Net

Rising cyber risk linked to AI investment and new data center build outs is pulling digital security out of the IT basement and into boardroom conversations. As more value moves online, the companies guarding networks and data gain fresh attention from capital. This article breaks down three cybersecurity stocks from a curated screener with solid health scores and market caps above $100m. The stocks covered below are just a small sample, and the full cybersecurity screen surfaced 30 more...

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

Security teams are spending more to understand who is attacking them and how. MarketsandMarkets projects the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%. Active Companies from around the markets with current developments this week include:Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, In

Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.

Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst

Appointment strengthens QSE's threat intelligence capabilities as the Company scales enterprise and government opportunitiesVancouver, British Columbia--(Newsfile Corp. - September 30, 2026) - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) ("QSE" or the "Company"), a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage and cryptographic migration readiness, is pleased to announce the appointment of Joseph Hall..

Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.

CyberRatings.org (CyberRatings), the non-profit organization dedicated to providing confidence in cybersecurity products and services through independent testing, today announced the results of its latest Cloud Network Firewall (CNFW) evaluation. Tests were conducted by NSS Labs and are now available at no cost on the CyberRatings.org website.

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.

Fortinet (FTNT) demonstrates strong technical momentum and is trading at a new all-time high. Shares are up more than 100% over the past 52 weeks. Fundamentals remain robust with 19.41% projected revenue growth this year and 25% estimated earnings growth. Despite four “Strong Sell” analyst opinions, momentum investors should maintain...