Zacks Investment Research·1d ago
Fortinet Stock Jumps on Security Platform Demand: What's Ahead?FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
Fortinet is experiencing accelerating revenue growth, reaching 25.6% in 2026Q2, driven by strong demand for its security platform. The company maintains robust gross margins around 80% and demonstrates significant operating leverage, with operating income grow...
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Revenue growth accelerated to 25.6% in 2026Q2, with gross margin stable at 80.2% and operating margin expanding to 33.7%, reflecting strong operating leverage.
Fortinet offers a comprehensive cybersecurity platform covering network security, cloud security, zero-trust access, and security operations.
Fortinet is a well-established American cybersecurity company with a diverse product portfolio including firewalls, endpoint security, and intrusion detection systems.
Fortinet is viewed as a solid growth company, with valuation metrics suggesting fair value if growth and margins are maintained.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.90+20.6% vs $0.75 | $2.0B+8.4% vs $1.9B |
Q2 2026 May 6, 2026 | $0.82+32.5% vs $0.62 | $1.8B+6.7% vs $1.7B |
Q1 2026 Feb 5, 2026 | $0.81+9.0% vs $0.74 | $1.9B+2.4% vs $1.9B |
Q4 2025 Nov 5, 2025 | $0.74+17.3% vs $0.63 | $1.7B+1.2% vs $1.7B |
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
FTNT pairs faster billings growth, robust cash flow and a lower valuation, while DDOG delivers stronger revenue growth but faces near-term customer pressure.
Ritholtz Wealth Management CEO Josh Brown and colleague Sean Russo used their latest “The Best Stocks in the Market” column at CNBC to stake out a clear position on security software: four names earn a spot, two do not.
Does Fortinet (FTNT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Benchmark FTNT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Fortinet, Inc. (FTNT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $174.26 | $127.67B | 71.71 | 14.17% | 27.26% | 135.72% | — | |
| $374.57 | $255.27B | 234.11 | 14.87% | 2.67% | 1.68% | — | |
| $137.13 | $14B | 14.25 | 6.25% | 37.93% | 36.43% | — | |
| $106.44 | $419.53B | 31.96 | 11.77% | 20.95% | 27.39% | — | |
| $39.14 | $2.85B | 30.11 | 4.47% | 13.71% | 7.42% | — | |
| $250.06 | $254.63B | -1562.88 | 21.71% | 1.08% | 1.27% | — |
Fortinet, Inc. (FTNT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Fortinet, Inc. (FTNT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 16, 2026·SEC
May 6, 2026·SEC
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Fortinet, Inc. (FTNT) stock FAQ — growth, dividends, profitability & financials explained
Fortinet, Inc. (FTNT) reported $7.53B in revenue for fiscal year 2025. This represents a 4745% increase from $155.4M in 2007.
Fortinet, Inc. (FTNT) grew revenue by 14.2% over the past year. This is steady growth.
Yes, Fortinet, Inc. (FTNT) is profitable, generating $2.12B in net income for fiscal year 2025 (27.3% net margin).
Fortinet, Inc. (FTNT) has a return on equity (ROE) of 135.7%. This is excellent, indicating efficient use of shareholder capital.
Fortinet, Inc. (FTNT) generated $3.12B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
