Dear Reader,
Elon Musk just fired the next shot in the AI war.
While everyone was watching Tesla earnings, Musk quietly developed a supercomputer so powerful, it could reshape warfare, robotics, and the global economy...
But here's what 99% of investors don't realize...
You don't need to buy Tesla. Or wait for xAI to IPO.
Because there's one public company that could supply the critical tech to Elon's AI empire - and it's still flying under Wall Street's radar.
It trades for a fraction of what Nvidia costs...
It's being scooped up by hedge funds...
And it's powering a new breed of intelligent machines that think, see, and move like humans.
This is the "backdoor" Musk bet.
And it could be your chance to get in on what we call "Elon's Final Move."
Go here now to learn the name and ticker — before this explodes >>>
"The Buck Stops Here,"
Dylan Jovine, CEO & Chairman
Behind the Markets
3 Cybersecurity Stocks to Watch Ahead of 2026 Midterms
Written by Chris Markoch. Published 8/26/2025.
Key Points
- Okta is expanding its identity-first security model with strong public sector traction.
- Palo Alto Networks benefits from multiyear government zero-trust contracts.
- Fortinet offers affordable, high-margin firewalls that appeal to schools and municipalities.
Americans have barely caught their breath from the 2024 election cycle before the 2026 midterms come into focus. Midterm elections don't draw the same attention as presidential contests, but the issues dominating the 2026 race—cybersecurity and artificial intelligence—mean the stakes are high.
In 2024, the Cybersecurity and Infrastructure Security Agency (CISA) and the FBI made securing election infrastructure a top priority. CISA entered 2025 with a $3 billion budget, though Congress ultimately trimmed planned funding to $135 million from the $495 million originally proposed by the Trump administration.
Buffett, Gates and Bezos Dumping Stocks (Ad)
The world's wealthiest individuals are making huge moves with their money.
Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion.
What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It's something we haven't see in America for more than a century.
Debates over that budget cut underscored persistent fears of election interference by foreign adversaries—a concern that will remain front and center in 2026. As a result, cybersecurity spending is poised to increase across both government and commercial sectors.
That sets the stage for a long runway of potential gains in cybersecurity stocks, bolstered by structural tailwinds as cyber threats expand from election security to the AI-driven digital economy.
Okta: The Security Guard at the Digital Gate
Identity protection is the first line of defense for voter databases and government systems, and Okta Inc. (NASDAQ: OKTA) is a recognized leader in identity and access management (IAM). Its Zero Trust framework ensures the right people have appropriate access to the right resources in the right context.
In its first-quarter fiscal 2026 earnings report, Okta highlighted continued growth in its U.S. public sector segment. Two of its top three deals—and four of its top ten—came from government clients.
Despite trading at a premium of roughly 219x forward earnings as of Aug. 25, OKTA shares have slid about 25% over the past three months. With a consensus price target of $188.61, analysts see roughly 29.5% upside over the next year.
Palo Alto Networks: The All-in-One Security System
Palo Alto Networks Inc. (NASDAQ: PANW) has long been at the forefront of cybersecurity, and its shift toward a unified platform strategy is gaining traction. For government agencies, consolidating security tools with a single vendor simplifies compliance with zero-trust mandates.
During its August 2025 earnings call, the company cited the U.S. government as one of its strongest growth drivers, pointing to multiyear federal zero-trust contracts and rising international demand. As further evidence of its close ties to Washington, PANW frequently appears in congressional trading disclosures.
While PANW trades at about 115x earnings—an elevated valuation—it has dipped over 9% in the last month, potentially presenting a buy-the-dip opportunity. Analysts' consensus price target of $211.52 implies roughly 14% upside, and several firms have raised their targets since mid-August.
Fortinet: Affordable Yet Powerful Cybersecurity Hardware
Fortinet Inc. (NASDAQ: FTNT) offers another angle on cybersecurity exposure at a more attractive valuation—around 31x earnings. Renowned for cost-effective firewalls and hardware appliances, Fortinet focuses on schools, municipalities, and midmarket businesses that require enterprise-grade protection without SaaS-level multiples.
Although FTNT shares have pulled back amid concerns over a muted refresh cycle, the company reported that its government segment continues to generate steady demand. Government contracts, while slow to close, often result in multi-year recurring revenues.
With a consensus price target of $97.40—about 25% above its Aug. 25 price—Fortinet could be an enticing buy-the-dip candidate.
to bring you the latest market-moving news.
This email content is a sponsored email for Behind the Markets, a third-party advertiser of TickerReport and MarketBeat.
Contact Us | Unsubscribe
Copyright 2006-2025 MarketBeat Media, LLC dba TickerReport. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, SD 57103. USA..
No comments:
Post a Comment