Fortinet: Cybersecurity Growth Story Unshaken After Recent Sell-Off
Fortinet is rated a Buy with a $98 price target, implying a 23% upside driven by robust double-digit growth and AI-powered tailwinds. FTNT reported FQ3 2025 revenue of $1.72B (+14% YoY) and EPS of $0.74 (+17% YoY), both beating analyst estimates and demonstrating strong demand. The company achieved 18% product revenue growth, a 37% non-GAAP operating margin, and rapid expansion in AI-driven security operations, supporting its premium valuation.
Fortinet's Slide Creates A Rare Buying Opportunity For Long-Term Investors
Fortinet remains a Buy despite a 20% stock drop, with strong fundamentals and attractive valuation compared to peers. FTNT's shift to recurring services, leadership in SASE and AI security, and robust margins support long-term growth potential. Current market negativity is driven by short-term sales slowdown and lawsuit headlines, but core business and guidance remain solid.
Fortinet (FTNT) is a Top-Ranked Growth Stock: Should You Buy?
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Investing in Fortinet (FTNT)? Don't Miss Assessing Its International Revenue Trends
Explore how Fortinet's (FTNT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Fortinet Q3 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
FTNT posts strong Q3 gains with EPS and revenues topping estimates, driven by double-digit growth across segments.
Fortinet, Inc. (FTNT) Q3 2025 Earnings Call Transcript
Fortinet, Inc. ( FTNT ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants Anthony Luscri Ken Xie - Co-Founder, Chairman & CEO Christiane Ohlgart - Chief Accounting Officer, CFO and Principal Financial & Accounting Officer John Whittle - Chief Operating Officer Conference Call Participants Tal Liani - BofA Securities, Research Division Fatima Boolani - Citigroup Inc., Research Division Shaul Eyal - TD Cowen, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Meta Marshall - Morgan Stanley, Research Division Robbie Owens - Piper Sandler & Co., Research Division Saket Kalia - Barclays Bank PLC, Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Brad Zelnick - Deutsche Bank AG, Research Division Gray Powell - BTIG, LLC, Research Division Presentation Operator Hello and welcome to Fortinet's Third Quarter 2025 Earnings Conference Call.
Fortinet (FTNT) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Fortinet (FTNT) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Fortinet (FTNT) Surpasses Q3 Earnings and Revenue Estimates
Fortinet (FTNT) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.63 per share a year ago.
Fortinet Shares Down 10% Despite Reporting Strong Q3 Financials
Fortinet (NASDAQ: FTNT) delivered a commanding third quarter, beating earnings expectations by 17.5% while posting record operating margins.
Should You Buy, Sell or Hold Fortinet Stock Before Q3 Earnings?
FTNT leads in SASE and AI security but faces competition and stretched valuation. Hold for now; await better entry post-Q3 results.
FTNT Stock Down 14.6% in 3 Months: Buy the Dip or Wait for Recovery?
Fortinet FTNT has experienced a turbulent period over the past three months, with its stock declining approximately 14.6%. This downturn stands in stark contrast to the broader Zacks Security industry, which has rallied 11% during the same timeframe.
Stay Ahead of the Game With Fortinet (FTNT) Q3 Earnings: Wall Street's Insights on Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Fortinet (FTNT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
