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Cybersecurity stocks moved lower after Anthropic allegedly exposed internal data through a content management system misconfiguration, with the lapse reportedly revealing details about an unreleased model called Claude Mythos.

Fortinet has demonstrated structural resilience amid a broad cybersecurity sell-off, maintaining flat performance while peers suffered sharp corrections. FTNT benefits from reasonable valuations, less exposure to AI disruption, and a core network security business tied to infrastructure cycles rather than SaaS ARR. Growth drivers have shifted from firewall refresh cycles to platform-led expansion across SASE, AI, and OT, with billings and recurring revenue showing robust momentum.

Cybersecurity stocks will be the real AI winners, argues Dr. Chris Pierson. CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT) and related companies are ones Chris believes will be needed to fend off growing cybersecurity risks while using AI to do it.

In the most recent trading session, Fortinet (FTNT) closed at $82.77, indicating a +1.68% shift from the previous trading day.

Fortinet is rated Buy with a target price of $95, offering 16% upside based on revised DCF assumptions and robust business momentum. FTNT's Q4 and full-year 2025 results beat consensus, with 15% YoY revenue growth, strong billings, and broad-based demand across all regions and product lines. Strategic AI integration, partnerships with NVIDIA and Google Cloud, and product innovation position FTNT as a direct beneficiary of AI infrastructure expansion.

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Fortinet Inc. (the “Company”) (NasdaqGS: FTNT). On August 6, 2025, the Company disclosed disappointing second-quarter 2025 financial results, including that it was already “approximately 40% to 50% of the way through the 2026 upgrade cycle at the end of the second quarter.

In the latest trading session, Fortinet (FTNT) closed at $81.4, marking a -2.07% move from the previous day.