FTNT

Fortinet, Inc. (FTNT) | Rumor.io

Fortinet

FTNT

Attention (50-day avg)0.02%

Attention rank (50-day avg)#300

Bullish sentiment (50-day avg)78%

Price to earnings ratio61.5

Market capitalization129.4B

Earnings per share2.82

Dividend yield (TTM)—

Revenue (annual)6.8B

Net income (annual)1.9B

Social

What share of all stock conversation is about FTNT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.03	0.02% +0	0.02% 0	0.03% +0

Sep 25

The company's AI-powered cybersecurity solutions are expected to protect corporations against malicious AI attacks, according to a tech industry professional who has been holding Fortinet shares since 2021.
A market professional believes Fortinet's valuation is compelling due to its software/hardware mix, but acknowledges it's challenging to model sustained growth rates, making a double-digit return over the next 5-10 years uncertain.
The company's cybersecurity demand has been driven by enterprise momentum, as evidenced by a 5% return on a weekly trade setup, with the trade following a breakout strength flagged early in the week.

Generated by AI

Sentiment

Of the messages about FTNT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -7.25	58.97% -37.29	66.98% -18.04	84.58% +7.68
Bearish	100% +7.25	41.03% +37.29	33.02% +18.04	15.42% -7.68

Bullish· Sep 14

$FTNT has been setting up well for its 4th break, with a gap up reclaim after a few days of digestion/accumulation below the 50sma.
Fortinet's strong rally in cybersecurity is driven by increasing cyber threats and solid product momentum, creating lasting demand for its products.
$FTNT's share price has been on a tear, with a 9.33% increase to $170.63, and a 14.11% gain to $170.18, indicating strong investor enthusiasm.

Bearish· Aug 10

Fortinet's share price is down 0.29% at $159.64, suggesting cautious sentiment among investors and possible trimming of positions.
The stock is experiencing a short-term dip, indicating cooling momentum and a potential correction in the market.
Fortinet's shares are showing signs of weakness, with a modest decline and a slight downward adjustment, which may be a signal for investors to take profits.

Generated by AI

Topics

Of the messages about FTNT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	50%	42.13%	24.76%	67.24%
Technical Analysis	50%	38.67%	46.41%	1.69%
Announcements	0%	19.2%	17.73%	2.07%
Earnings	0%	0%	0%	9.3%
Analysts	0%	0%	11.1%	19.21%
Controversies	0%	0%	0%	0.49%

Earnings· May 7

Fortinet's Q1 2026 earnings report beat estimates, with revenue rising 20% to $1.85B, EPS coming in at $0.82 vs $0.62 forecast (a 32% beat), and billings growing 31%.
The company raised its full-year guidance on top of the beat, with management citing strong demand for enterprise security solutions, particularly in AI security, SASE, and OT solutions.
Fortinet's stock surged 15-24% after the earnings report, with analysts noting that the company's strong performance in Q1 is a positive sign for the cybersecurity market, which has been impacted by geopolitical tensions.

Analysts· Sep 2

Morgan Stanley downgraded Fortinet (FTNT) to Underweight from Equal Weight, citing concerns over future growth estimates and issues with Fortinet's firewall refresh.
The price target for Fortinet was lowered to $67 from $78, with analysts flagging firewalls refresh weakness and warning of downside pressure on FY26/27 estimates.
Fortinet shares are trading lower, with a -3.4% premarket drop, following Morgan Stanley's downgrade and price target reduction, amid concerns over future growth estimates and firewall refresh issues.

Announcements· May 7

Fortinet's Q1 2026 revenue reached $1.85B, a 201% year-over-year increase, and exceeded estimates by 32%.
The company's non-GAAP EPS of $0.82 was 32% above estimates, and product revenue grew 41% year over year.
Fortinet raised its FY26 guidance above estimates, citing strong demand for its AI security, SASE, and OT solutions.

Controversies· Jan 14

China bans foreign cybersecurity software, leading to a 3% drop in Palo Alto Networks ($PANW) and a 2% drop in Fortinet ($FTNT) stock prices.
The ban is attributed to "national security concerns," implying that China wants to ensure its own companies have access to sensitive data.
This move was anticipated by some, who noted that China's decoupling efforts extend beyond semiconductor supplies to include all data-related technologies.

Macro· May 8

The S&P 500 surged 1.46% to 7,365, driven by a rally in tech stocks.
Fortinet's massive billings beat drove the stock up 15%, contributing to the tech sector's gains.
The peace deal between the US and Iran reportedly near and a decline in oil prices to $101 contributed to the market's positive sentiment.

Technical Analysis· Jun 29

$FTNT broke out of a tight flag pattern on Friday with strong volume, following a 97.2% run-up in 8 weeks and a shallow -11.3% pullback.
The breakout occurred after 9 straight up weeks, with a standard pivot at 150.07, and was characterized by heavy volume on the breakout day.
The tight flag pattern was a compact 3-week consolidation, with price basically stuck in a narrow range following the massive run-up.

Generated by AI

Community

Of the messages about FTNT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	8.33%	71.51%	67.48%	32.67%
Newcomers	91.67%	28.49%	32.52%	67.33%

Regulars· Aug 27

Regular participants are waiting for Fortinet to take out its highs, seeing it as a good buying opportunity.
The thesis behind Fortinet's performance is attracting attention, with some investors comparing it to another company's (NTNX) successful thesis.
Fortinet's impressive 140% return in a year is being highlighted, with some users comparing it favorably to the performance of a broad market index (SPY).

Newcomers· Sep 14

New investors are taking a closer look at Fortinet, citing the growing importance of cybersecurity in the face of AI worries and regulation.
Fortinet's integration of firewalls, SD-WAN, and SASE into a single platform is being seen as a catalyst for the company's growth and success.
Fortinet's stock is experiencing strong demand, with shares trading at $170.63 and a 9.33% increase, driven by increasing cyber threats and solid product momentum.

Generated by AI

Fortinet (FTNT) has drawn fresh attention after committing more than US$60 million to a new 40,000-square-foot Innovation Hub in New York City, a move closely watched by investors tracking its cybersecurity footprint. The fresh New York Innovation Hub announcement lands after a powerful run in Fortinet's stock, with a 30-day share price return of 10.11% and a year-to-date share price gain of 122.73%, while the 3-year total shareholder return of 195.60% points to momentum that has been...

3d agoYahoo Finance

Fortinet (FTNT) Stock Sinks As Market Gains: What You Should Know

4d agoau.finance.yahoo.com

Fortinet Inc. stock underperforms Friday when compared to competitors

4d agoMarketWatch

Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a […]

5d agofinance.yahoo.com

Fortinet stock hits all-time high at 176.23 USD

6d agoInvesting.com

Also Discussed

Investors talking about FTNT also mention

#	Name	Attention
1	Palo Alto Networks, Inc.PANW	0.06%-0.09
2	Check Point Software Technologies LtdCHKP	0%new
3	Qualys, Inc.QLYS	0%-0.01
4	Zscaler Inc.ZS	0%-0.04
5	CrowdStrike Holdings, Inc.CRWD	0.08%-0.2
6	CYBR - CyberArk Software Ltd.	——
7	Okta Inc. Class A Common StockOKTA	0.01%+0
8	Amplify Cybersecurity ETFHACK	0%0
9	Datadog IncDDOG	0.01%-0.01
10	Cloudflare, Inc. Class A Common StockNET	0.01%-0.19

Fortinet, Inc.

Technology
Software - Infrastructure

Fortinet, Inc. is a cybersecurity company that provides integrated security and networking solutions for enterprises, service providers, and government organizations. Its portfolio centers on the Fortinet Security Fabric, a unified platform that combines secure networking, next-generation firewalls, secure access service edge (SASE), endpoint protection, cloud security, and security operations capabilities. The company also offers threat intelligence, technical support, and training services through its broader security ecosystem. Fortinet’s products are used to protect users, devices, applications, and data across on-premises, cloud, and hybrid environments, making it a key provider in enterprise cybersecurity infrastructure. Based in Sunnyvale, California, Fortinet serves customers across global markets and is recognized for its broad, platform-based approach to digital defense.

Website

Location

909 Kifer Road

Sunnyvale, CA, 94086

United States

Social

What share of all stock conversation is about FTNT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.03	0.02% +0	0.02% 0	0.03% +0

Sep 25

The company's AI-powered cybersecurity solutions are expected to protect corporations against malicious AI attacks, according to a tech industry professional who has been holding Fortinet shares since 2021.
A market professional believes Fortinet's valuation is compelling due to its software/hardware mix, but acknowledges it's challenging to model sustained growth rates, making a double-digit return over the next 5-10 years uncertain.
The company's cybersecurity demand has been driven by enterprise momentum, as evidenced by a 5% return on a weekly trade setup, with the trade following a breakout strength flagged early in the week.

Generated by AI

Sentiment

Of the messages about FTNT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -7.25	58.97% -37.29	66.98% -18.04	84.58% +7.68
Bearish	100% +7.25	41.03% +37.29	33.02% +18.04	15.42% -7.68

Bullish· Sep 14

$FTNT has been setting up well for its 4th break, with a gap up reclaim after a few days of digestion/accumulation below the 50sma.
Fortinet's strong rally in cybersecurity is driven by increasing cyber threats and solid product momentum, creating lasting demand for its products.
$FTNT's share price has been on a tear, with a 9.33% increase to $170.63, and a 14.11% gain to $170.18, indicating strong investor enthusiasm.

Bearish· Aug 10

Fortinet's share price is down 0.29% at $159.64, suggesting cautious sentiment among investors and possible trimming of positions.
The stock is experiencing a short-term dip, indicating cooling momentum and a potential correction in the market.
Fortinet's shares are showing signs of weakness, with a modest decline and a slight downward adjustment, which may be a signal for investors to take profits.

Generated by AI

Topics

Of the messages about FTNT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	50%	42.13%	24.76%	67.24%
Technical Analysis	50%	38.67%	46.41%	1.69%
Announcements	0%	19.2%	17.73%	2.07%
Earnings	0%	0%	0%	9.3%
Analysts	0%	0%	11.1%	19.21%
Controversies	0%	0%	0%	0.49%

Earnings· May 7

Fortinet's Q1 2026 earnings report beat estimates, with revenue rising 20% to $1.85B, EPS coming in at $0.82 vs $0.62 forecast (a 32% beat), and billings growing 31%.
The company raised its full-year guidance on top of the beat, with management citing strong demand for enterprise security solutions, particularly in AI security, SASE, and OT solutions.
Fortinet's stock surged 15-24% after the earnings report, with analysts noting that the company's strong performance in Q1 is a positive sign for the cybersecurity market, which has been impacted by geopolitical tensions.

Analysts· Sep 2

Morgan Stanley downgraded Fortinet (FTNT) to Underweight from Equal Weight, citing concerns over future growth estimates and issues with Fortinet's firewall refresh.
The price target for Fortinet was lowered to $67 from $78, with analysts flagging firewalls refresh weakness and warning of downside pressure on FY26/27 estimates.
Fortinet shares are trading lower, with a -3.4% premarket drop, following Morgan Stanley's downgrade and price target reduction, amid concerns over future growth estimates and firewall refresh issues.

Announcements· May 7

Fortinet's Q1 2026 revenue reached $1.85B, a 201% year-over-year increase, and exceeded estimates by 32%.
The company's non-GAAP EPS of $0.82 was 32% above estimates, and product revenue grew 41% year over year.
Fortinet raised its FY26 guidance above estimates, citing strong demand for its AI security, SASE, and OT solutions.

Controversies· Jan 14

China bans foreign cybersecurity software, leading to a 3% drop in Palo Alto Networks ($PANW) and a 2% drop in Fortinet ($FTNT) stock prices.
The ban is attributed to "national security concerns," implying that China wants to ensure its own companies have access to sensitive data.
This move was anticipated by some, who noted that China's decoupling efforts extend beyond semiconductor supplies to include all data-related technologies.

Macro· May 8

The S&P 500 surged 1.46% to 7,365, driven by a rally in tech stocks.
Fortinet's massive billings beat drove the stock up 15%, contributing to the tech sector's gains.
The peace deal between the US and Iran reportedly near and a decline in oil prices to $101 contributed to the market's positive sentiment.

Technical Analysis· Jun 29

$FTNT broke out of a tight flag pattern on Friday with strong volume, following a 97.2% run-up in 8 weeks and a shallow -11.3% pullback.
The breakout occurred after 9 straight up weeks, with a standard pivot at 150.07, and was characterized by heavy volume on the breakout day.
The tight flag pattern was a compact 3-week consolidation, with price basically stuck in a narrow range following the massive run-up.

Generated by AI

Community

Of the messages about FTNT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	8.33%	71.51%	67.48%	32.67%
Newcomers	91.67%	28.49%	32.52%	67.33%

Regulars· Aug 27

Regular participants are waiting for Fortinet to take out its highs, seeing it as a good buying opportunity.
The thesis behind Fortinet's performance is attracting attention, with some investors comparing it to another company's (NTNX) successful thesis.
Fortinet's impressive 140% return in a year is being highlighted, with some users comparing it favorably to the performance of a broad market index (SPY).

Newcomers· Sep 14

New investors are taking a closer look at Fortinet, citing the growing importance of cybersecurity in the face of AI worries and regulation.
Fortinet's integration of firewalls, SD-WAN, and SASE into a single platform is being seen as a catalyst for the company's growth and success.
Fortinet's stock is experiencing strong demand, with shares trading at $170.63 and a 9.33% increase, driven by increasing cyber threats and solid product momentum.

Generated by AI

Fortinet

Social

Sep 25

Bullish· Sep 14

Bearish· Aug 10

Earnings· May 7

Analysts· Sep 2

Announcements· May 7

Controversies· Jan 14

Macro· May 8

Technical Analysis· Jun 29

Regulars· Aug 27

Newcomers· Sep 14

With AI Putting Cybersecurity in the Spotlight, Fortinet Stock Looks Hot at New All-Time Highs

Is Fortinet (FTNT) Fully Valued On Its New York Hub Expansion?

Fortinet (FTNT) Stock Sinks As Market Gains: What You Should Know

Fortinet Inc. stock underperforms Friday when compared to competitors

Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption

Fortinet stock hits all-time high at 176.23 USD

Also Discussed

Fortinet, Inc.

Company Information

Location

With AI Putting Cybersecurity in the Spotlight, Fortinet Stock Looks Hot at New All-Time Highs

Is Fortinet (FTNT) Fully Valued On Its New York Hub Expansion?

Fortinet (FTNT) Stock Sinks As Market Gains: What You Should Know

Fortinet Inc. stock underperforms Friday when compared to competitors

Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption

Fortinet stock hits all-time high at 176.23 USD

Also Discussed

Social

Sep 25

Bullish· Sep 14

Bearish· Aug 10

Earnings· May 7

Analysts· Sep 2

Announcements· May 7

Controversies· Jan 14

Macro· May 8

Technical Analysis· Jun 29

Regulars· Aug 27

Newcomers· Sep 14