So, cybersecurity matters more than ever. And market players know this.
At MoneyFlows, we help investors by uncovering the leading companies in each major AI frontier. And right now, institutional money flows are highlighting two clear AI security winners.
Elite AI Cybersecurity Stocks
The first cybersecurity stock to own in the age of AI is Fortinet (FTNT). This $120 billion market capitalization company delivers cybersecurity solutions to enterprises, governments, and small businesses.
The stock doubled this year; now it trades at a forward price-earnings ratio of 44.2:
Its latest earnings report showed per-share earnings of $0.90, which easily beat estimates of $0.75.
For 2026, Fortinet projects EPS of $3.44 at the midpoint, versus prior guidance of $3.13. Equally nice, revenues guidance was raised to a midpoint of $8.1 billion against estimates of $7.81 billion.
As it stands, fiscal 2027’s EPS should hit $3.76. And by 2028, EPS climbs to $4.28.
Few companies have such a strong fundamental outlook.
This is why FTNT has been under extreme inflows (left) since early May, beginning at around $90 per share:
The blue bars (right) indicate the discrete times when FTNT was an elite stock in our data.
Great stocks are powered higher by unwavering institutional support. MoneyFlows spots these opportunities early.
The next best cybersecurity stock to own in the AI era is Palo Alto (PANW). The $325 billion market cap firm protects networks by stopping cyberattacks.
Like Fortinet, the stock has rewarded shareholders handsomely, gaining over 110% in 2026. That said, it’s more expensive, trading at a lofty 93 forward P/E:
However, the fundamentals support this valuation.
Third-quarter earnings showed the company’s Next-Generation Security ARR is targeting $8.925 billion in sales. That would reflect year-over-year revenue growth of nearly 60%.
Of course, Big Money has been piling into PANW shares well ahead of this rosy outlook. A wall of inflows elevated the stock from $196 to its latest price of $387:
And note the handful of Outlier signals (right) revealing this is a top choice in our data. This is a quality name with institutional support.
Before the Headlines
Understanding institutional inflows helps you spot powerful stocks early.
Why? Because institutions tend to understand business trends ahead of the print.
It’s simple: MoneyFlows helps you spot tomorrow’s winners…today.
If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
Disclosure: at the time of publication, the author holds no positions in FTNT or PANW.
