ABN Amro Investment Solutions Purchases 25,800 Shares of Fortinet, Inc. $FTNT
ABN Amro Investment Solutions significantly increased its stake in Fortinet, Inc. (NASDAQ:FTNT) by 378.1% in the fourth quarter, owning 32,624 shares valued at $2.59 million after acquiring an additional 25,800 shares. Other institutional investors also bought new positions in the cybersecurity company during the third and fourth quarters. Fortinet reported strong Q1 earnings, beating analyst estimates, and has a consensus "Hold" rating with analyst price targets averaging $101.83.
Fortinet Insider Sold Shares Worth $18,749,948, According to a Recent SEC Filing
An insider at Fortinet, Inc. sold shares valued at $18,749,948, as disclosed in a recent SEC filing. The company specializes in integrated cybersecurity software and equipment, with net sales primarily from services and a significant portion of its revenue generated in EMEA. Fortinet stock (FTNT) recently showed a 3.45% 5-day change and a 68.66% year-to-date change.
Fortinet COO John Whittle sells $18.7m in stock after exercising options
Fortinet's Chief Operating Officer, John Whittle, sold 146,015 shares of company stock worth approximately $18.7 million after exercising stock options on May 21, 2026. These transactions occurred while Fortinet's stock was trading near its 52-week high, having surged 64% in the previous six months. Following these sales, Whittle directly holds 94,724 shares, with the company also announcing strong Q1 2026 results and collaborations to enhance AI security.
Fortinet (NASDAQ: FTNT) COO sells 146K shares after option exercise
Fortinet's Chief Operating Officer, John Whittle, exercised options for 146,015 shares of common stock and subsequently sold all 146,015 shares in open-market transactions. These sales, executed under a pre-arranged Rule 10b5-1 trading plan, took place on May 21, 2026, with weighted average prices ranging from $128 to $130 per share. The transaction resulted in a net-sell position for Whittle.
Fortinet Inc. stock outperforms competitors on strong trading day
Shares of Fortinet Inc. (FTNT) rose 3.45% to $133.93 on Friday, outperforming the S&P 500 and Dow Jones Industrial Average. The company also reached a new 52-week high, surpassing its previous peak of $130.36. This strong performance occurred during an overall positive trading session for the stock market.
How Will Zscaler Stock React To Its Upcoming Earnings?
Zscaler (NASDAQ: ZS) is scheduled to report its earnings on May 26, 2026. This article analyzes historical post-earnings stock reactions, finding that ZS stock has seen positive one-day returns approximately 40% of the time over the last five years. It also examines correlations between short-term and medium-term returns, as well as the impact of peer performance on Zscaler's stock.
PNC Financial Services Group Inc. Has $35.51 Million Stock Position in Fortinet, Inc. $FTNT
PNC Financial Services Group Inc. reduced its holdings in Fortinet, Inc. (NASDAQ:FTNT) by 8.9% in the fourth quarter, bringing its stake to 447,217 shares valued at $35.51 million. Despite this reduction, other institutional investors and hedge funds have recently adjusted their positions, with insider selling by Fortinet's CEO and VP also noted. The company's stock currently has a "Hold" rating from analysts, with a consensus target price of $101.83.
[144] Fortinet, Inc. SEC Filing
This article details a Fortinet, Inc. (FTNT) SEC Filing on Form 144, indicating a proposed sale of 146,015 shares of common stock with an aggregate market value of $18,981,950.00. The securities were acquired through the exercise of stock options on May 21, 2026, and the sale is anticipated to occur on the same date via NASDAQ, facilitated by Morgan Stanley Smith Barney LLC. The filing also attests that the seller has no undisclosed material adverse information regarding Fortinet.
Three cybersecurity names Josh Brown added to his 'best stocks' list
Josh Brown has added Fortinet (FTNT), Palo Alto Networks (PANW), and CrowdStrike (CRWD) to his "best stocks in the market" list, citing their strong technical performance and the non-negotiable nature of cybersecurity spending in corporate IT budgets. The rapid advancement of AI is further fortifying the sector's growth by increasing the need for robust defensive infrastructure. Each company is highlighted for significant price breakouts and strong market momentum.
Claude Mythos Was Supposed To Kill Cyber Stocks: Now Record High - Akamai Technologies (NASDAQ:AKAM), Glo
Despite initial fears that Anthropic's advanced AI model, Claude Mythos, would negatively impact the cybersecurity sector, the industry has experienced an unprecedented six-week rally. This rebound is attributed to enterprises increasing their spending on defense against new AI-driven threats, rather than reducing it. The article highlights strong financial results from companies like Fortinet and the growing need for machine identity management as AI agents proliferate within enterprise environments, debunking the earlier bearish outlook.
Zscaler targets AI’s blind spot: mapping how millions of agents touch data
Zscaler has announced its intent to acquire Symmetry Systems to enhance its Zero Trust security platform by integrating Symmetry's access graph technology. This acquisition aims to tackle the challenge of governing AI agent communication and data access at scale, which is crucial as AI agents proliferate within enterprise systems. The combined solution will provide foundational visibility into how human and non-human identities, applications, and data interact, enabling the enforcement of least-privilege policies and real-time anomaly detection for AI agents.
Leonteq Securities AG Buys Shares of 131,242 Fortinet, Inc. $FTNT
Leonteq Securities AG has acquired 131,242 shares of Fortinet, Inc. (NASDAQ:FTNT) during the fourth quarter, establishing it as their 25th largest holding with a value of approximately $10.42 million. Other institutional investors have also increased their stakes in Fortinet. The article also notes recent analyst ratings, insider trading activity, and the company's strong financial performance and positive sentiment driven by AI-led demand.
Fortinet, Inc. $FTNT Shares Sold by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. reduced its stake in Fortinet, Inc. (NASDAQ:FTNT) by 4.8% in the fourth quarter, selling 10,294 shares. Despite this, other major institutional investors like Vanguard Group, State Street Corp, and Invesco Ltd. significantly increased their holdings in the software maker during the third quarter. Analysts have a mixed view on Fortinet, with an average "Hold" rating and an average price target of $101.83, while the company recently reported strong Q1 earnings, beating analyst estimates, and provided positive Q2 and full-year 2026 guidance.
Handelsbanken Fonder AB Acquires 39,156 Shares of Fortinet, Inc. $FTNT
Handelsbanken Fonder AB increased its stake in Fortinet, Inc. (NASDAQ:FTNT) by 18.4% in the fourth quarter, purchasing an additional 39,156 shares to bring its total holding to 251,718 shares valued at approximately $20.0 million. This move comes as Fortinet reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, with revenue growing 20.1% year-over-year. Despite the positive performance, analysts maintain a cautious "Hold" rating on the stock with an average price target of $101.83, which is below its recent trading price of around $130.
Fortinet Inc stock (US34959J1088): insider gifts and strong Q1 numbers keep cybersecurity name in focus
Fortinet Inc remains a key cybersecurity stock due to substantial stock gifts by CTO Michael Xie, signaling governance transparency, and strong Q1 2026 results. The company reported roughly 20% year-over-year revenue growth, driven by demand for its integrated security platform, despite a selective IT spending environment. Fortinet's market position, recurring revenue model through subscriptions, and exposure to global network security spending make it a significant play for US investors.
Fortinet Inc (FTNT) CFO Christiane Ohlgart Sells 238 Shares
Christiane Ohlgart, CFO of a Fortinet Inc subsidiary, sold 238 shares of FTNT stock on May 20, 2026, reducing her holdings to 8,824 shares. Over the past year, Ohlgart has sold 4,475 shares with no purchases, contributing to a total of 1 insider buy and 17 insider sells for the company. Fortinet Inc's stock is currently trading at $130, and with a price-to-GF-Value ratio of 1.33, it is considered significantly overvalued by GuruFocus.
[Form 4] Fortinet, Inc. Insider Trading Activity
Fortinet, Inc.'s Chief Financial Officer, Christiane Ohlgart, sold 238 shares of common stock at $130.00 per share, totaling $30,940. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on March 7, 2025. After the sale, Ohlgart directly holds 8,824 shares of Fortinet common stock.
Fortinet (FTNT) CTO Michael Xie gifts 11.7M shares via family trusts
Fortinet (FTNT) CTO Michael Xie reported gifting 11.7 million shares of Fortinet common stock through family trusts. These gifts, valued at $0.00 per share, are classified as bona fide gift transactions for estate and family planning purposes, not open-market sales. After these transfers, Xie maintains significant direct and indirect ownership in the company.
Fortinet (FTNT) director Kenneth A. Goldman reports 1,500-share stock gift via family trust
Fortinet director Kenneth A. Goldman reported a gift of 1,500 company shares through the Goldman-Valeriote Family Trust. This transaction, valued at $0.0000 per share, was a bona fide gift and not an open-market purchase or sale. After the gift, the trust holds 19,250 shares, while Goldman also holds shares directly and through another family partnership.
Fortinet CFO Ohlgart sells $30,940 in company stock at $130
Fortinet's CFO, Christiane Ohlgart, sold 238 shares of company stock totalling $30,940 at $130 per share on May 20, 2026, under a Rule 10b5-1 trading plan. This sale occurred while Fortinet shares were trading near their 52-week high, with the stock showing significant recent gains but appearing slightly overvalued by InvestingPro analysis. In other news, Fortinet announced a partnership with NVIDIA for AI workload security and reported strong first-quarter 2026 results, leading to increased price targets from several analyst firms.
Affiliate 10b5-1 sales reported for FTNT (NASDAQ: FTNT)
Margrit Christiane Ohlgart, an affiliate of Fortinet (FTNT), filed a Form 144 reporting proposed sales of Common Stock under 10b5-1 arrangements. The filing details multiple transactions that occurred in May 2026, including sales of 756 shares for $90,720.00 and 238 shares for $27,370.00. These sales are considered routine filings that report planned dispositions by an affiliate.
Is It Too Late To Consider Buying Fortinet (FTNT) After Its Recent Surge In Price
Fortinet (FTNT) has seen significant price surges recently, with returns of 63.9% year-to-date and 197.4% over five years. Despite this, Simply Wall St's Discounted Cash Flow (DCF) analysis suggests the stock might be overvalued by 11.2%, estimating an intrinsic value of $114.76 per share against a market price of $127.64. Additionally, its current P/E ratio of 47.85x is above its calculated "Fair Ratio" of 33.25x, further indicating potential overvaluation.
Fortinet Inc. stock outperforms competitors on strong trading day
Fortinet Inc. (FTNT) stock increased by 1.85% to $130.00 on Wednesday, marking its sixth consecutive day of gains. This performance occurred during a strong trading session where both the S&P 500 Index and the Dow Jones Industrial Average also saw significant rises.
ProShare Advisors LLC Has $104.10 Million Position in Fortinet, Inc. $FTNT
ProShare Advisors LLC reduced its stake in Fortinet, Inc. by 33.6% in Q4, but still holds 1.31 million shares valued at approximately $104.1 million. Fortinet reported strong quarterly results, beating EPS and revenue estimates, and raised Q2 and full-year guidance, attributing this success to accelerating AI-related security demand. Despite positive growth signals, some analysts maintain a "Hold" rating, with a consensus target price of $101.83.
North Dakota State Investment Board Makes New Investment in Fortinet, Inc. $FTNT
The North Dakota State Investment Board has acquired a new stake in Fortinet, Inc. (NASDAQ:FTNT), purchasing 21,808 shares valued at approximately $1.73 million during the fourth quarter. This comes as Fortinet's stock currently holds a "Hold" rating from analysts with a consensus price target of $101.83, despite recent upgrades and raised price objectives from several firms. The company reported strong earnings and revenue, beating estimates, and has lifted its guidance due to accelerating demand for AI-related security.
Fortinet, Inc. $FTNT Position Boosted by Fairtree Asset Management Pty Ltd
Fairtree Asset Management Pty Ltd significantly increased its stake in Fortinet, Inc. (NASDAQ:FTNT) by 106.2% in Q4, holding 38,622 shares valued at $3.07 million. This move follows Fortinet's strong quarterly performance, where it surpassed EPS and revenue expectations and raised future guidance, driven by accelerating AI-driven security demand. Despite mixed analyst views, with an overall "Hold" rating, several firms have raised price targets for the cybersecurity leader.
Dana Investment Advisors Inc. Sells 18,459 Shares of Fortinet, Inc. $FTNT
Dana Investment Advisors Inc. significantly reduced its stake in Fortinet, Inc. by selling 18,459 shares, cutting its position by 79.5% to 4,758 shares valued at $378,000. This comes despite Fortinet beating Q1 2026 earnings and revenue expectations and raising its guidance for Q2 and FY 2026. Analyst sentiment is mixed, with some firms raising price targets while DZ Bank downgraded the stock to "Hold."
Banque Cantonale Vaudoise Has $7.51 Million Stake in Fortinet, Inc. $FTNT
Banque Cantonale Vaudoise significantly increased its stake in Fortinet, Inc. by 86.7% in the fourth quarter, now holding 94,615 shares valued at $7.51 million. Fortinet reported strong quarterly earnings, with EPS of $0.82 and revenue of $1.85 billion, beating estimates and showing a 20.1% year-over-year revenue increase. The company's stock has an average "Hold" rating from analysts with an average target price of $101.83, and insider transactions show sales to cover tax obligations.
Fortinet stock (US34959E1091): new 12?month high after strong quarter keeps cybersecurity investors
Fortinet (US34959E1091) shares reached a new 12-month high after the company reported robust first-quarter 2026 results and updated guidance, highlighting its strong position in cybersecurity. The article details Fortinet's business model, key revenue drivers from its secure networking and security operations offerings, and how it competes in a rapidly evolving market. Despite macroeconomic uncertainties, the company's integrated platform strategy and recurring service revenue continue to attract investor attention.
Here's Why Fortinet (FTNT) is a Strong Momentum Stock
Fortinet (FTNT) is highlighted as a strong momentum stock based on Zacks' analytical tools. The company is a leader in cybersecurity with a #3 (Hold) Zacks Rank, a VGM Score of B, and an impressive Momentum Style Score of A. Shares have risen 53.2% in the last four weeks, and analysts have revised their earnings estimates higher for fiscal 2026.
Why Zscaler’s Recent Rally Could Just Be Getting Started
Zscaler's stock experienced a significant rebound, surging 30% in the past month after a brutal selloff driven by concerns about AI commoditization in cybersecurity and competition in the SASE market. The rally was fueled by strong Q2 FY2026 earnings, which saw revenue growth, high operating margins, and increased guidance. However, risks remain, including GAAP unprofitability and slowing organic ARR growth, with Q3 earnings on May 26th being crucial for continued recovery.
Zscaler vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?
The article compares cybersecurity giants Zscaler and Fortinet, both poised to benefit from increased spending on cloud and network security driven by AI adoption. While Zscaler (ZS) is recognized for its innovative cloud-native zero-trust platform and growth potential, Fortinet (FTNT) is favored due to its diversified platform, strong enterprise momentum, superior profitability, and higher free cash flow generation. Analysts are more bullish on Fortinet's earnings estimates, and it holds a "Strong Buy" rating from Zacks Investment Research compared to Zscaler's "Hold."
Zscaler vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?
This article analyzes Zscaler and Fortinet, two leading cybersecurity stocks, to determine which offers a better investment opportunity. Zscaler, a cloud-native zero-trust provider, shows strong growth in AI-security and customer expansion but has lower margins. Fortinet, with its integrated platform and firewall dominance, demonstrates higher profitability and strong enterprise demand, making it the smarter buy according to the analysis and a Zacks Rank #1 (Strong Buy).
Fortinet stock (US34959E1091): cybersecurity specialist reacts to latest quarterly results
Fortinet Inc. reported its Q1 2026 results, showing revenue growth and updated guidance, leading to a mixed stock reaction among peers. The article details Fortinet's business model, focusing on its security fabric platform, revenue drivers from hardware and recurring service subscriptions, and its competitive position in the cybersecurity industry amidst evolving cloud-delivered security trends.
Northwestern Mutual Wealth Management Co. Buys 390,088 Shares of Fortinet, Inc. $FTNT
Northwestern Mutual Wealth Management Co. significantly increased its stake in Fortinet (NASDAQ:FTNT) during the fourth quarter, purchasing an additional 390,088 shares, bringing their total ownership to 449,302 shares valued at $35.7 million. This move coincides with Fortinet reporting strong quarterly earnings, surpassing analyst expectations for both EPS and revenue. Despite the robust financial performance, the article notes that two insiders sold shares in pre-arranged trades and Wall Street analysts currently maintain a "Hold" rating with a consensus price target of $100.45 for FTNT.
TD Cowen Adjusts Price Target on CrowdStrike to $625 From $480, Maintains Buy Rating
TD Cowen has increased its price target for CrowdStrike Holdings, Inc. to $625 from $480, while reaffirming a Buy rating on the stock. This adjustment comes amidst other analyst upgrades for CrowdStrike, with several firms raising their targets and maintaining positive ratings. CrowdStrike specializes in cloud-based cybersecurity services, with subscription sales forming the majority of its revenue.
Fortinet asserts its position in AI with data center security wins: analysts
This article highlights Fortinet's strengthening position in the AI security market, specifically noting its recent successes in securing data centers. Analysts are recognizing the company's strategic advancements and increasing relevance in the evolving landscape of artificial intelligence-driven cybersecurity.
Qualcomm, Datadog among market cap stock movers on Thursday By Investing.com
This article highlights several market cap stock movers on Thursday, indicating that stocks like Qualcomm (QCOM) and Datadog (DDOG) rallied, while others like Arm (ARM) and Insmed (INSM) experienced declines. It categorizes these movers by market capitalization, detailing percentage changes and key news influencing their performance.
Fortinet, Inc. - Common Stock (NQ: FTNT)
This article provides recent news headlines related to Fortinet, Inc. (FTNT) stock, covering topics such as AI stocks, growth potential, analyst ratings, and cybersecurity industry trends. It compiles various articles from sources like Benzinga, InvestorPlace, The Motley Fool, and Investor's Business Daily, offering diverse perspectives on the company's performance and market position. The content reflects investor interest in Fortinet as a cybersecurity and growth stock.
Zscaler (ZS) Stock Climbs As Analysts Reset Price Targets
Zscaler (ZS) stock has climbed by 9.9% due to strong cybersecurity demand and positive analyst sentiment, despite some price target reductions. While Morgan Stanley downgraded ZS and lowered its target to $155, Citizens maintained an Outperform rating, adjusting its target to $210, citing broader valuation pressures. Zscaler also secured the Google Cloud’s 2026 Partner of the Year Award for Security, highlighting its critical role in cloud security.
Fortinet Inc. stock outperforms competitors on strong trading day
Fortinet Inc. (FTNT) stock saw a 3.03% increase, closing at $126.50 on Monday, continuing a four-day streak of gains. This performance occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the S&P 500 Index experienced a slight decline. The company's stock outperformed its competitors for the day.
Is Radware’s Q1 Beat And Taiwan DDoS Alliance Altering The Investment Case For Radware (RDWR)?
Radware (RDWR) recently reported Q1 2026 results with increased sales but eased net income, alongside issuing Q2 revenue guidance. The company also announced a partnership with Chief Telecom in Taiwan to launch an AI-driven DDoS protection service. This article examines how these developments impact Radware's investment narrative, considering its revenue growth, earnings multiple, and new AI security partnerships against potential risks like valuation and execution.
Zacks Industry Outlook Highlights CrowdStrike, Fortinet, Okta and Qualys
The Zacks Security industry is experiencing strong growth due to increased cyber threats, digital transformation, and the need for robust IT security solutions, benefiting companies like CrowdStrike, Fortinet, Okta, and Qualys. Despite potential short-term challenges from macroeconomic headwinds and high operating expenses, the industry holds a "Strong Buy" rating with promising long-term prospects. This outlook profiles key companies, highlighting their strategic initiatives and market positions.
Zacks Industry Outlook Highlights CrowdStrike, Fortinet, Okta and Qualys
The Zacks Security industry is experiencing high demand for cybersecurity solutions due to rising cyber threats, accelerated digital transformation, and the increasing need for secure networks and cloud-based applications. While facing headwinds from macroeconomic concerns and high operating expenses, the industry shows bright prospects according to its Zacks Industry Rank. The article highlights Fortinet (Zacks Rank #1), CrowdStrike, Okta, and Qualys (all Zacks Rank #3) as key players poised to benefit from these trends, detailing their recent performance and strategic initiatives.
Thrivent Financial for Lutherans Has $31.01 Million Stake in Fortinet, Inc. $FTNT
Thrivent Financial for Lutherans significantly increased its stake in Fortinet, Inc. (NASDAQ:FTNT) by 156.6% in the fourth quarter, holding 390,492 shares valued at approximately $31.01 million. This increase occurred despite Fortinet reporting strong Q1 earnings, with EPS and revenue exceeding analyst expectations, leading to a year-over-year revenue growth of 20.1%. However, Wall Street analysts maintain a cautious "Hold" rating for the stock, though the average target price is $100.45.
In-Depth Analysis: Microsoft Versus Competitors In Software Industry
This article provides an in-depth financial analysis comparing Microsoft (NASDAQ: MSFT) with its competitors in the software industry. It examines key metrics such as Debt-to-Equity ratio, P/E, P/B, P/S ratios, ROE, EBITDA, gross profit, and revenue growth. The analysis highlights Microsoft's strong financial position with a low debt-to-equity ratio and robust operational performance but notes potential undervaluation and lower profitability relative to peers, along with a slowdown in revenue growth compared to the industry average.
Fortinet, Inc. $FTNT Shares Sold by DNB Asset Management AS
DNB Asset Management AS reduced its stake in Fortinet (NASDAQ:FTNT) by 11.1% in the fourth quarter, selling 18,981 shares and holding 152,382 shares valued at $12.1 million. This comes despite Fortinet reporting strong Q1 earnings with EPS of $0.82 and revenue of $1.85 billion, exceeding estimates. The company's stock has drawn attention from institutional investors and bullish commentary due to cybersecurity demand and AI-related momentum, with several other hedge funds increasing their positions.
Fortinet stock (US34959E1091): AI security push and strong first quarter keep shares in focus
Fortinet (FTNT) has captured investor attention through better-than-expected Q1 2026 results and an upgraded full-year outlook. The company is actively deepening its AI-focused security partnership with NVIDIA, which aims to protect AI workloads across various environments. This strategic focus, combined with strong earnings, has driven the stock near record highs, though some analyses suggest an optimistic valuation.
Fortinet stock (US34959E1091): security specialist under scrutiny after latest earnings
Fortinet (US34959E1091) posted its Q1 2025 earnings, which slightly surpassed revenue estimates but led to a trimmed full-year billings outlook. The company's core business revolves around providing cybersecurity solutions, with a strong focus on FortiGate firewalls, secure networking, and recurring security services subscriptions. Investors are particularly focused on the balance between steady service revenue growth and the more cyclical nature of product demand, especially given the cautious spending environment and extended deal cycles for large projects.
Why Fortinet (FTNT) Is Up 7.6% After Tapping NVIDIA To Accelerate Its FortiAIGate AI Security
Fortinet (FTNT) saw its stock rise by 7.6% after announcing it is leveraging NVIDIA's AI platforms to enhance its FortiAIGate solution for securing AI workloads. This collaboration aims to protect large language models and AI agents across various environments, reinforcing Fortinet's position in the AI security market. While this move strengthens Fortinet's AI narrative, the company's future growth largely depends on successful execution of its hardware refresh and SASE upsell cycle, as well as the rapid scaling of its new AI and cloud-delivered products.
