Cybersecurity stocks including CrowdStrike, Palo Alto Networks, Cloudflare, Zscaler, and Okta are falling after Anthropic accidentally leaked details of its new powerful AI model with strong cyber capabilities.
TD Cowen upgrades Fortinet to Buy, citing stable performance, upside to revenue, and AI boosting—not replacing—security software.
China has reportedly told local companies to stop using some U.S. and Israeli cybersecurity software, citing national security concerns amid rising tech tensions.
JPMorgan downgraded Fortinet to Underweight, cutting its price target to $75, citing growth risks and stronger competition from larger platform vendors.
