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.
Recently, Zacks.com users have been paying close attention to Fortinet (FTNT). This makes it worthwhile to examine what the stock has in store.
Fortinet is a profitable cybersecurity leader with diversified offerings, custom chips, and strong growth prospects in a rapidly expanding market. FTNT's hybrid security approach and unified platform provide flexibility and efficiency, supporting its competitive advantage and high margins. Despite likely beating Q3 EPS estimates, FTNT is only fairly valued at current prices, offering a limited margin of safety for new investors.
Fortinet is rated a Strong Buy, with a short-term price target of $88.53, and a medium-term upside of over 17%. FTNT benefits from growing recurring revenues, high margins, robust buybacks, and a $3.4B net cash position, supporting EPS growth and financial resilience. NATO's increased cybersecurity spending and FTNT's established relationship with the alliance present a significant addressable market opportunity.
Fortinet (FTNT) concluded the recent trading session at $84.86, signifying a +1.7% move from its prior day's close.
FTNT's FortiCloud expansion, powered by AI and new services, aims to boost automation, scalability and recurring revenue growth.
CRWD's AI-native platform, AWS/NVIDIA partnerships, and accelerating ARR growth outshine FTNT. Buy CRWD stock for superior upside; hold or wait for FTNT.
In the closing of the recent trading day, Fortinet (FTNT) stood at $83.08, denoting a -1.33% move from the preceding trading day.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
FTNT's EMEA revenues rise 18% y/y in Q2 2025, strengthening its global pipeline and reducing reliance on North America.
Fortinet (FTNT) remains a compelling long-term buy despite recent stock weakness and cyclical firewall refresh headwinds. FTNT's Q2 results showed healthy topline growth and stable gross margins, but sentiment is dampened by refresh cycle cliff worries and margin compression fears. Historical trends and continued R&D investment support the view that revenue and margin impacts are manageable, with AI and SASE growth as positives.
Fortinet (FTNT) closed the most recent trading day at $79.68, moving 1.5% from the previous trading session.