$FTNT

Fortinet, Inc.

alphai earnings readsecond quarter 2026 · JUL 29Fortinet Reports Strong Second Quarter 2026 Financial ResultsVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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No SEC Form 4 filings for $FTNT in the last 30 days.

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Roundtable 100 analysts put Nvidia at No. 76 in new tech power ranking

Nvidia ranked 76th in the inaugural Roundtable 100 tech power ranking, which evaluates companies on performance, safety, value, innovation, and market dominance. Other tech giants like Apple, TSMC, and Tesla also failed to secure top spots. The ranking is published by TheStreet and updates weekly. Bitcoin ranked 94th among cryptocurrencies, with NEAR at the top. AI drugmaker Absci topped the list.

Palo Alto Sinks 8% Despite 34% Revenue Growth, CrowdStrike Falls 3%, Fortinet Slips

Palo Alto Networks (PANW) fell 8% despite reporting 34% revenue growth and beating earnings estimates. Revenue reached $3.41B, with non-GAAP EPS at $1.02. Next-gen security ARR rose 63% to $9.1B. CrowdStrike (CRWD) and Fortinet (FTNT) also declined 3%. Palo Alto's guidance calls for 22-23% NGS ARR growth in fiscal 2027.

Fortinet Inc (FTNT) Shares Fall 5.3% -- GF Value Says Still Over

Fortinet Inc (FTNT) shares fell 5.3% to $161.85. GuruFocus values FTNT at $105.74, indicating 53.1% overvaluation. The stock's P/E ratio is 57.0x, above its 5-year median. Insiders sold $126.8M in shares over the past year. FTNT has a GF Score of 87, with strong profitability and growth but weak valuation and momentum.

FTNT sentiment & insider activity

Over the past 7 days, alphai's AI scored 7 news stories mentioning FTNT (Fortinet, Inc.). Coverage has skewed bullish: 4 bullish, 2 neutral, and 1 bearish.

Recent FTNT coverage spans earnings, technology and sector analysis.

What's driving FTNT

  • Solid ranking may support current price levels.

    yahoo.com · Sep 3, 2026

  • Palo Alto Networks (PANW) fell 8% despite reporting 34% revenue growth and beating earnings estimates. Revenue reached $3.41B, with non-GAAP EPS at $1.02. Next-gen security ARR rose 63% to $9.1B. CrowdStrike (CRWD) and Fortinet (FTNT) also declined 3%. Palo Alto's guidance calls for 22-23% NGS ARR growth in fiscal 2027.

    247wallst.com · Sep 2, 2026

  • The price decline reflects valuation concerns and insider selling, suggesting limited upside in the short term.

    gurufocus.com · Sep 1, 2026

  • Earnings beat and raised guidance suggest upside potential for FTNT.

    finance.yahoo.com · Sep 1, 2026

  • Strengthens Fortinet's ASIC roadmap and supply chain diversification.

    pokde.net · Aug 31, 2026

alphai scores every news story that mentions FTNT with an AI model for sentiment and relevance, and aggregates insider trades from Fortinet, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $FTNT

Score
$NVDALow

Roundtable 100 analysts put Nvidia at No. 76 in new tech power ranking

Nvidia ranked 76th in the inaugural Roundtable 100 tech power ranking, which evaluates companies on performance, safety, value, innovation, and market dominance. Other tech giants like Apple, TSMC, and Tesla also failed to secure top spots. The ranking is published by TheStreet and updates weekly. Bitcoin ranked 94th among cryptocurrencies, with NEAR at the top. AI drugmaker Absci topped the list.

$INTCLow

Intel And Fortinet To Collaborate On Fortinet SP6 ASIC Development

Intel and Fortinet are collaborating to develop the Fortinet Security Processor 6 (SP6) ASIC, combining Fortinet's security expertise with Intel's semiconductor capabilities. The partnership aims to enhance security infrastructure performance and efficiency, with potential for future collaborations. According to the companies, the SP6 will support complex security services, including AI-enabled and cost-sensitive applications.

$FTNTMed

Fortinet (FTNT) Lifted Guidance, Is It Now 32% Overvalued?

Fortinet (FTNT) raised its full-year 2026 revenue and non-GAAP EPS guidance, boosting its stock price despite recent volatility. The stock is up 113.2% year-to-date but is considered 32.2% overvalued by some analysts, with a fair value estimate of $125.56 compared to its recent close of $166. Fortinet trades at a P/E ratio of roughly 60x, a premium to broader market levels.

Why Is Fortinet (FTNT) Up 12% Since Last Earnings Report?

Fortinet (FTNT) shares rose 12% since its last earnings report, driven by Q2 2026 revenue of $2.05B (+25.6% Y/Y) and EPS of $0.90 (+40.6% Y/Y). Growth was fueled by AI infrastructure, SASE Firewall, and OT security. The company raised 2026 revenue guidance to $8.02B-$8.18B. Analysts revised estimates upward, with FTNT receiving a Zacks Rank #1 (Strong Buy).

$FTNTHighAI 8/10

Fortinet Stock Surges on Security Platform Momentum: What's Ahead?

Fortinet (FTNT) shares hit a 52-week high of $172.78 after its subsidiary achieved CMMC Level 2 certification, validating its security platform. The company reported a 26% revenue increase in Q2 2026 and raised its full-year guidance to $8.02B-$8.18B. Fortinet's platform expansions, including FortiSOC and FortiEndpoint, are driving demand.

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