FY2026 Earnings Estimate for Fortinet Issued By Scotiabank
Scotiabank has raised its FY2026 earnings per share estimate for Fortinet (NASDAQ:FTNT) to $3.10 from $2.77, which is slightly above the current consensus of $3.07. This revision comes after Fortinet exceeded expectations in its latest quarter, reporting an EPS of $0.90 against an anticipated $0.75 and revenue of $2.05 billion versus $1.89 billion. Despite these positive indicators, Fortinet maintains a "Sector Perform" rating from Scotiabank with a $163 price target, while the overall analyst consensus remains "Hold" with an average target of $152.79.
Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet and CrowdStrike both achieved 26% revenue growth in their latest quarters, yet CrowdStrike trades at a significantly higher earnings multiple (215x) compared to Fortinet (53x). This discrepancy stems from differing growth engines, profitability structures, and future growth potentials, with Fortinet showing stronger GAAP operating margins and free cash flow while CrowdStrike banks on longer growth runways from its security platform. The article questions whether CrowdStrike's premium valuation is justified given Fortinet's substantial reported profits and solid cash flow.
Top Technology Executives Recognized at the 2026 BayAreaCIO ORBIE Awards
The 2026 BayAreaCIO ORBIE Awards honored leading Chief Information Officers (CIOs) from prominent companies like Intel, Flex, and Zoom for their leadership, innovation, and business impact. The awards event, hosted by BayAreaCIO, recognized seven executives across various categories, celebrating their contributions to technology and business transformation. The keynote address was delivered by Velchamy Sankarlingam of Zoom, and the event brought together over 300 guests and numerous industry partners.
Fortinet, Inc. $FTNT Stock Sold by Argent Capital Management LLC
Argent Capital Management LLC has reduced its stake in Fortinet, Inc. (NASDAQ:FTNT) by 8.5% in the third quarter, selling over 40,000 shares. Despite this, other institutional investors increased their positions, and 83.71% of the stock is held by hedge funds and institutional investors. Fortinet reported strong quarterly earnings, beating analyst estimates, and its stock traded up on Monday.
3 Reasons to Buy Fortinet Stock After a 119.9% Rise in 6 Months
Fortinet (FTNT) shares have surged 119.9% in the last six months due to strong fundamentals, including accelerating product demand driven by AI workloads, a raised 2026 outlook, and an improving services trajectory. The company's strategic integration of networking and security on a single operating system, FortiOS, and its expanding AI security portfolio are key drivers. Despite appearing overvalued based on its P/E ratio, its superior margin profile and growth trajectory in AI and SASE markets justify the premium, making it a compelling buy.
Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585
Fortinet (FTNT) saw a $1,000 investment grow to $24,579 in a decade, significantly outperforming the S&P 500's return of $3,585 over the same period, attributed to its strategy of building custom chips and maintaining founder leadership. The company's success is driven by its FortiGate firewall, expansion into cloud-delivered and AI-driven security, and a recent surge in product revenue and billings due to AI workload security upgrades. Despite a high valuation of 63x trailing earnings and cautious analyst ratings, its strong business fundamentals, including a 38% non-GAAP operating margin and consistent EPS beats, suggest continued growth, though the stock's recent doubling already reflects much of this performance.
Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585
Fortinet (FTNT) saw a $1,000 investment grow to $24,579 over ten years, significantly outperforming the S&P 500's return of $3,585 during the same period. The company, known for its FortiGate firewall, has expanded its platform with custom chips and AI-driven security, leading to strong revenue growth and free cash flow. Despite a high valuation of 63x trailing earnings, the company's strong product revenue growth and billings, especially in Q2 FY26, indicate a robust business outlook, though analysts remain cautious with a majority holding a "hold" rating.
Qualys, Inc. (QLYS) Stock forecasts
Argus has lowered its target price for Qualys, Inc. (QLYS) to $199.00, citing its role as a cloud security and compliance solutions provider. The company helps businesses manage security risks and compliance requirements. The current stock price is $193.00.
Palo Alto Networks (PANW) Is a Good Business. But Can Its Growth Justify the Valuation?
Palo Alto Networks (PANW) is shifting from selling individual cybersecurity products to building a comprehensive security platform, a strategy proving effective as customer spending expands. While the company is creating a significant moat and benefiting from the increased security needs driven by AI, its valuation at 94x forward earnings raises questions about whether its growth can justify such a high price. Hedge fund sentiment has strengthened, with a substantial increase in the value of their PANW holdings, indicating recognized potential despite the lofty valuation.
Fortinet (FTNT) Is Getting More Attention, What Is Behind It?
Fortinet (FTNT) is gaining investor attention due to rising cyber risks from AI investment and new data center builds, with its shares showing significant momentum over the past year. Despite strong growth, the stock is considered overvalued by traditional metrics, trading at high P/E and P/S ratios compared to its estimated fair value. The article suggests investors should conduct their own research, considering the risks of potential slowdowns in AI data center spending or increased competition.
Fortinet Inc. stock underperforms Friday when compared to competitors despite daily gains
Shares of Fortinet Inc. rallied 1.25% on Friday, closing at $180.95, which was 0.23% short of its 52-week high. Despite the daily gains, the stock underperformed compared to its competitors on a day when both the S&P 500 and Dow Jones Industrial Average saw positive movement.
Fortinet warns that critical flaw in FortiMail is facing exploitation
Fortinet has issued a warning about a critical path traversal vulnerability (CVE-2026-104286) in its FortiMail platform that is actively being exploited. This zero-day flaw allows unauthenticated attackers to write arbitrary files to the system, potentially granting full access to mail gateways, stored mail, credentials, and connected systems. The Cybersecurity and Infrastructure Security Agency (CISA) has added this vulnerability to its Known Exploited Vulnerabilities catalog, urging users to apply workarounds, such as disabling identity-based encryption or restricting management interface access.
Fortinet stock hits all-time high at 182.09 USD
Fortinet's stock has reached an all-time high of $182.09 USD, reflecting significant growth over the past year with a 108.32% increase. Despite being considered overvalued by InvestingPro, the company boasts a strong gross profit margin of 80.2% and a $131.13 billion market capitalization. Analyst firms have responded positively to Fortinet's recent financial results and acquisition of Virtue AI, raising price targets and reaffirming Buy ratings.
Fortinet to Announce Third Quarter 2026 Financial Results
Fortinet (NASDAQ: FTNT) is scheduled to announce its third quarter 2026 financial results on Wednesday, October 28, 2026. The company will host a conference call and live webcast at 1:30 p.m. PT / 4:30 p.m. ET to discuss the results. Interested parties can access the webcast on Fortinet's investor relations website.
Fortinet to Announce Third Quarter 2026 Financial Results
Fortinet (NASDAQ: FTNT) announced it will hold a conference call to discuss its third-quarter 2026 financial results on Wednesday, October 28, at 1:30 p.m. Pacific Time. The call will be broadcast live on the company’s investor relations website, with prepared remarks, supplemental slides, and a replay available on the Quarterly Earnings page. Fortinet, a global cybersecurity leader, provides a wide range of enterprise-grade security products and offers extensive cybersecurity training through its Fortinet Training Institute.
Ambiq Micro, Inc. (AMBQ) latest stock news and headlines – Yahoo Finance
This Yahoo Finance page provides the latest news and stock performance data for Ambiq Micro, Inc. (AMBQ). It highlights recent articles, analyst ratings, and financial updates concerning the company, including its Q2 earnings report and new product launches. The page also presents a performance overview comparing AMBQ's returns against the S&P 500 benchmark.
Fortinet (NASDAQ:FTNT) Shows High-Growth Leadership and Momentum in CANSLIM Screen
Fortinet (NASDAQ:FTNT) has emerged as a strong candidate in a CANSLIM-based screen, demonstrating rapid profit growth, high returns, strong relative strength, and manageable leverage. While its valuation and anticipated growth deceleration pose minor concerns, the company exhibits excellent profitability and a robust technical profile. The article highlights that careful entry timing and stop-loss discipline are crucial due to its current valuation and proximity to 52-week highs.
Fortinet sounds the alarm over actively exploited FortiMail zero-day
Fortinet has issued a warning regarding a critical zero-day vulnerability (CVE-2026-104286) in its FortiMail email security platform, which is actively being exploited. The flaw, with a CVSS score of 9.8, allows unauthenticated attackers to write arbitrary files to affected systems through path traversal and improper handling of null characters. While patches are "upcoming" for some versions, Fortinet advises disabling Identity Based Encryption, restricting management interface access, and checking for existing compromises.
Exploited Fortinet FortiMail Zero-Day Calls for Urgent Action
Fortinet and CISA have issued an urgent warning regarding a critical FortiMail zero-day vulnerability (CVE-2026-104286) that is actively being exploited. This path traversal flaw, with a CVSS score of 9.8, allows attackers to write arbitrary files and potentially achieve code execution via crafted HTTP/HTTPS requests. While patches are pending, organizations are advised to implement workarounds by disabling the IBE feature or restricting access to the FortiMail management interface.
Fortinet Director Janet Napolitano Reports Vesting of 459 RSUs on September 30, 2026
Fortinet Director Janet Napolitano received 459 shares of common stock on September 30, 2026, from the vesting of restricted stock units (RSUs) granted on August 12, 2026. After this transaction, Napolitano beneficially owns 4,733 shares of Fortinet common stock, with 1,377 RSUs remaining outstanding. The RSUs vest in equal portions over several dates through June 2027, contingent on her continued service.
Form 4 Fortinet Inc For: 1 October By Investing.com
This article reports on a Form 4 filing for Fortinet Inc. on October 1st. Form 4 filings are used to disclose transactions by company insiders and are often monitored by investors for insights into executive sentiment about their company's stock. The article itself is very brief and primarily serves as an announcement for the filing.
Form 4 Fortinet Inc For: 1 October By Investing.com
This article from Investing.com reports on a Form 4 filing for Fortinet Inc., dated October 1st. Form 4 filings are typically used to report changes in beneficial ownership of securities by company insiders. The content provided is minimal, essentially just stating the existence of the filing for the specified date.
Form 4 Fortinet Inc For: 1 October
This article from Investing.com announces the filing of Form 4 for Fortinet Inc. on October 1st. It's a concise piece that simply states the filing event without providing additional details about the contents of the form. The article includes standard financial market data and popular news sections often found on financial websites.
459 stock awards vest for Fortinet (FTNT) director Jean X. Hu, who holds 39,508 common shares.
Fortinet director Jean X. Hu had 459 restricted stock units (RSUs) vest on September 30, 2026, resulting in the delivery of 459 common shares. Following this transaction, Hu holds 1,377 RSUs and 39,508 common shares directly. The RSUs vest in increments until June 30, 2027, or the 2027 annual meeting, contingent on Hu's continued service.
Stock awards deliver 459 shares to Fortinet (FTNT) director Derek T. Kan on September 30.
Fortinet director Derek T. Kan received 459 shares of common stock on September 30, 2026, after 459 restricted stock units (RSUs) vested. Following this transaction, Kan's holdings include 1,377 RSUs and 459 common shares. The remaining RSUs are scheduled to vest in increments through June 30, 2027, or until the day before Fortinet's 2027 annual meeting, contingent on his continued service.
Janet Napolitano acquires 459 Fortinet (FTNT) shares, bringing direct holdings to 4,733.
Fortinet director Janet Napolitano acquired 459 common shares of Fortinet (FTNT) on September 30, 2026, as 459 restricted stock units (RSUs) vested. Following this transaction, her direct holdings in the company increased to 4,733 common shares, and she retains 1,377 RSUs. The remaining RSUs are scheduled to vest in increments on December 31, 2026, March 31, 2027, and the earlier of June 30, 2027, or the day before the 2027 annual stockholders' meeting, contingent on her continued service.
Zscaler, Inc. (ZS) stock price, news, quote and history - Yahoo Finance
This Yahoo Finance page provides current stock information for Zscaler, Inc. (ZS), including its real-time price, recent news headlines, and historical data links. The news highlights Zscaler's warnings about AI-driven ransomware, discussions on cybersecurity stock performance, and changes in its leadership.
Fortinet Launches P.A.U.S.E., a Free National Campaign Helping Canadians Stop and Think Before AI-Driven Scams Succeed
Fortinet has launched "P.A.U.S.E. and Fortify Your Online Defence," a free national campaign for Cybersecurity Awareness Month to combat AI-driven scams in Canada. The initiative provides resources for students, educators, businesses, and the general public, focusing on five simple habits to help individuals identify and avoid online threats. This campaign addresses the significant increase in cyberattacks and ransomware targeting Canada, emphasizing practical steps like pausing before clicking and verifying unexpected requests.
PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?
Palo Alto Networks (PANW) stock has surged 21% in the past month, outperforming the industry and peers, driven by strong demand for its AI-native cybersecurity solutions, particularly XSIAM and Prisma AIRS. While the company exhibits strong momentum and bullish technical indicators, its rising costs and premium valuation compared to competitors suggest a cautious approach. Despite promising long-term growth prospects fueled by AI innovation and a shift to recurring revenue, the stock currently holds a Zacks Rank #3 (Hold) due to its high valuation and declining gross margins.
Fortinet Launches P.A.U.S.E., a Free National Campaign Helping Canadians Stop and Think Before AI-Driven Scams Succeed
Fortinet has launched P.A.U.S.E. and "Fortify Your Online Defence," a free national cyber safety campaign for Cybersecurity Awareness Month in Canada. This initiative provides resources for students, educators, businesses, and individuals to combat AI-driven scams, which are becoming increasingly sophisticated. The campaign introduces five simple habits to help Canadians identify and avoid online threats like phishing, deepfakes, and social engineering.
CVLT - Expanding Margins And Cloud Momentum Will Drive Future Outperformance
Commvault Systems (CVLT) is expected to benefit from AI-driven data growth and increasing cyber threats, supporting its subscription-based model and continued demand for its cyber resilience platform. The company's fair value has been updated to $160.55, reflecting strong SaaS expansion and recurring revenue, though hardware/FX headwinds and a governance investigation pose risks. Analysts anticipate annual revenue growth of 10.7% and profit margin expansion to 10.1% over the next three years.
Here's How Much a $1000 Investment in Fortinet Made 10 Years Ago Would Be Worth Today
A $1000 investment in Fortinet (FTNT) made ten years ago would now be worth $24,202.55, representing a gain of 2,320.25%, significantly outperforming the S&P 500 and gold over the same period. Fortinet, a leader in cybersecurity, continues to show strong growth driven by its product roadmap, AI-driven security, and increased revenue and billings, despite facing competitive pressures. Analysts anticipate further upside for the stock, with the company raising its full-year 2026 revenue and EPS guidance.
MarketBeat sets Fortinet stock consensus at Hold with USD 152.79 target
MarketBeat reports a "Hold" consensus for Fortinet stock (FTNT) from 36 analysts, with an average 1-year price target of USD 152.79. The stock is currently trading at EUR 158.94 (USD 178.76) as of October 1, 2026, with some analysts like Goldman Sachs and Barclays setting higher targets of USD 190.00. Fortinet reported strong second-quarter results with USD 2.05 billion in revenue and USD 0.82 GAAP EPS.
Fortinet, Inc. (NASDAQ:FTNT) Stock Has Average Target Price of $152.79 According to Analysts
Analysts have issued a consensus "Hold" rating for Fortinet, Inc. (NASDAQ:FTNT), with an average 12-month price target of $152.79, which is below its current share price of $178.76. The company recently surpassed earnings expectations, reporting $0.90 EPS against a $0.75 consensus, and its revenue increased by 25.6% year-over-year to $2.05 billion. Despite significant institutional ownership, insiders have sold approximately $36.2 million in stock over the past 90 days.
Palo Alto Networks (PANW) Hits New 52-Week High
Palo Alto Networks (PANW) has reached a new 52-week high, closing the quarter at a record $397.31, nearing the $400 mark. This achievement places the stock at unprecedented levels. The article also provides recent market updates and financial performance details for PANW and other companies.
Fortinet, Inc. (FTNT) Options Chain
This article provides detailed options chain data for Fortinet, Inc. (FTNT) with an expiration date of October 30, 2026. It includes information for both call and put options, listing strike prices, last trade dates, last prices, bid/ask, change, percentage change, volume, open interest, and implied volatility. The current stock price for FTNT is also provided, showing after-hours trading activity.
Fortinet Inc. stock outperforms competitors on strong trading day
Fortinet Inc. (FTNT) stock advanced 1.59% to $178.76 on a day when the broader market, including the S&P 500 and Dow Jones Industrial Average, experienced declines. The company's stock closed 1.44% below its 52-week high, achieved on September 24th. This performance indicates a stronger showing compared to its competitors amidst a generally dismal trading session.
PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside
Palo Alto Networks (PANW) shares hit a record high, boosted by intensifying AI safety debates and increased cybersecurity spending. Analysts at BTIG and Morgan Stanley raised price targets for PANW, citing the company as a key beneficiary of growing security needs. The cybersecurity sector is seeing increased demand due to AI-enabled threats and initiatives like Nvidia's Open Agent Safety Platform.
Is Fortinet (FTNT) a Solid Growth Stock? 3 Reasons to Think "Yes"
Fortinet (FTNT) is identified as a strong growth stock due to its favorable Zacks Growth Style Score and top Zacks Rank. The article highlights three key reasons: impressive earnings growth with a projected 24.1% EPS increase this year, efficient asset utilization shown by a sales-to-total-assets ratio of 0.74, and promising earnings estimate revisions which have led to a 0.8% surge in current-year estimates over the past month. These factors suggest Fortinet is well-positioned for outperformance for growth investors.
Higher education is under siege, and fragmented security is making it harder to respond
Higher education institutions face significant cybersecurity challenges due to their open networks, vast amounts of sensitive data, and often fragmented security operations, particularly across multi-campus systems. This fragmentation leads to limited visibility, duplicated costs, and slower threat intelligence sharing, making universities vulnerable to increased cyberattacks and data breaches. The article argues for a more connected security architecture that preserves campus autonomy while improving system-wide coordination and threat response.
Fortinet stock trades at EUR 154.79 as Q2 growth shapes outlook
Fortinet (ISIN US34959E1091) stock was trading at EUR 154.79 at Lang & Schwarz, reflecting a strong Q2 2026 performance with revenue up 26% year-over-year to USD 2.05 billion and billings increasing 33% to USD 2.37 billion. Management raised full-year 2026 revenue guidance to USD 8.02 billion-USD 8.18 billion, with the next earnings report scheduled for November 4, 2026. Despite growth, analyst price targets remain cautious, with Bernstein raising its target to USD 145.00 and Wedbush to USD 155.00.
Fortinet stock after-hours at EUR 154.24: minus 0.58 percent versus prior close
Fortinet's stock closed after-hours at EUR 154.24, marking a 0.58 percent decrease from its prior close. The company recently announced the opening of a $60 million Innovation Hub in New York City and was recognized by Gartner as a Leader in the 2026 Magic Quadrant for Hybrid Mesh Firewall for the second consecutive year.
Can AI Infrastructure Demand Boost PANW's Network Security Growth?
Palo Alto Networks (PANW) is experiencing increased demand for its network security products due to the expansion of AI infrastructure, with sovereigns, neoclouds, and frontier AI labs becoming new clients. The company anticipates continued growth in its Network Security business as AI deployments lead to higher traffic and data volumes requiring security. Competitors like Fortinet and Zscaler are also seeing similar demand, indicating a broad industry trend driven by AI infrastructure growth.
Fortinet stock at USD 176.15 on September 28, 2026
Fortinet's stock closed at USD 176.15 on September 28, 2026, marking a 1.55% increase from its previous close. The company recently announced the opening of a USD 60 million Innovation Hub in New York City and received recognition as a Leader in Gartner's 2026 Magic Quadrant for Hybrid Mesh Firewall report.
Innovorbs Technologies Expands Cisco, HPE, and Arista Network Engineering With Hardware Refresh and 24/7 Operations
Innovorbs Technologies, a global managed service provider (MSP), has expanded its multi-vendor network engineering practice to cover Cisco, HPE (Aruba and Juniper), and Arista platforms. This expansion includes routing and switching design, implementation, hardware refresh, and 24/7 managed operations for various network types. The company boasts a highly certified team, including 20 CCIEs, 10 JNCIEs, and 2 CCDEs, to address aging hardware and optimize network performance for clients.
Fortinet, Inc. (FTNT) stock price, news, quote and history - Yahoo Finance
This Yahoo Finance page provides a comprehensive overview of Fortinet, Inc. (FTNT) stock, including its current price, market performance, and a collection of recent news articles. The stock closed at 173.46 USD, down 2.92%, and showed a pre-market price of 171.34 USD, down 1.22%. The news headlines highlight Fortinet's valuation, cybersecurity market position, AI adoption, and comparisons with competitors.
With AI Putting Cybersecurity in the Spotlight, Fortinet Stock Looks Hot at New All-Time Highs
Fortinet (FTNT) stock has reached new all-time highs, driven by strong technical momentum and robust fundamentals, including projected revenue growth of 19.41% and earnings growth of 25% for the current year. Despite mixed analyst opinions, with four "Strong Sell" ratings, the article suggests momentum investors should hold their positions with stop losses due to the stock's impressive 100%+ gain over the past 52 weeks and its "Strong Buy" technical signals from Barchart. The company, valued at $127 billion, provides comprehensive network security solutions, benefiting from the increasing focus on cybersecurity amid AI advancements.
2 Cybersecurity Stocks Breaking Out as AI Continues to Be a Tailwind
The rise of AI, initially perceived as a threat to cybersecurity, is now seen as a major tailwind, driving demand for AI-powered defenses against increasingly sophisticated AI-enabled attacks. Palo Alto Networks (PANW) and Fortinet (FTNT) are two cybersecurity stocks demonstrating significant strength, with PANW pressing against a breakout level and FTNT having already reached new highs. Both companies are benefiting from enterprises adopting more AI tools, leading to new vulnerabilities and an increased need for robust security platforms.
Form 4 Fortinet Inc For: 25 September By Investing.com
This article announces the filing of Form 4 for Fortinet Inc. on September 25, as reported by Investing.com. It is a brief notification without further details about the Form 4 content.
Form 4 Fortinet Inc For: 25 September By Investing.com
The article is a financial news brief from Investing.com reporting on a Form 4 filing for Fortinet Inc. It indicates the filing was made on September 25th and includes the stock symbol FTNT, which showed a -2.92% change at the time of publication. The content primarily serves as an announcement for the availability of this regulatory filing.
