Fortinet Shot Its Cyber Growth Story In The Foot
Fortinet raised billings growth guidance to +12% growth in CY25 but kept margins and revenue guidance the same, leading to some questions about growth. Markets were shocked to learn that the company was already cycling through half its firewall upgrade cycle, but the long-touted growth in services from upsell opportunities was still missing. It also didn't help that FTNT was trading at a forward PE of +40x before Q2 earnings, leaving management very little room for error.
Fortinet Is Not Dead Yet: Add On Q2 2025 Earnings Pullback
Fortinet Is Not Dead Yet: Add On Q2 2025 Earnings Pullback
Fortinet: FTNT Stock To $150?
Fortinet (NASDAQ:FTNT), a cybersecurity firm with a market capitalization of $58 billion, presents a compelling investment opportunity with the potential to double its stock price within the next four to five years. This optimistic perspective is grounded in the company's consistent revenue growth and the market's readiness to assign premium valuations to leading cybersecurity firms.
3 Cybersecurity Stocks to Watch Amid Sector Meltdown
Fortinet Inc (NASDAQ:FTNT) is one of the worst stocks on the Nasdaq Composite (IXIC) today, last seen down 25.9% to trade at $71.61.
Why Fortinet's stock could see its worst drop on record
The cybersecurity company just shared that it's 40% to 50% done with an upgrade cycle for firewalls — but some analysts think that limits future opportunities.
Fortinet Q2 Earnings Surpass Estimates, Sales Increase Y/Y
FTNT beats Q2 estimates with 13.6% revenue growth, driven by strong gains in EMEA, SASE and SecOps segments.
Fortinet: Is The Fall In FTNT Stock Warranted?
Following an earnings report that surpassed analyst forecasts, Fortinet (NASDAQ:FTNT) stock fell 17% in after-hours trading. Although the company's third-quarter revenue guidance was marginally lower than expected, the drastic sell-off appears excessive.
These Stocks Are Moving the Most Today: Fortinet, AppLovin, Eli Lilly, Airbnb, Duolingo, and More
A slew or company results were causing big market moves ahead of the opening bell Thursday, and for many, earnings-beat wasn't enough to prevent a selloff.
Fortinet, Inc. (FTNT) Q2 2025 Earnings Call Transcript
Fortinet, Inc. (NASDAQ:FTNT ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Aaron Ovadia - Senior Director of Investor Relations Christiane Ohlgart - Chief Accounting Officer, CFO and Principal Financial & Accounting Officer John Whittle - Chief Operating Officer Ken Xie - Co-Founder, Chairman & CEO Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Junaid Hamid Siddiqui - Truist Securities, Inc., Research Division Patrick Edwin Ronald Colville - Scotiabank Global Banking and Markets, Research Division Robbie David Owens - Piper Sandler & Co., Research Division Saket Kalia - Barclays Bank PLC, Research Division Shaul Eyal - TD Cowen, Research Division Shrenik Kothari - Robert W. Baird & Co. Incorporated, Research Division Tal Liani - BofA Securities, Research Division Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Eric Michael Heath - KeyBanc Capital Markets Inc., Research Division Operator Hello, and welcome to Fortinet Second Quarter 2025 Earnings Conference Call.
Fortinet (FTNT) Beats Q2 Earnings and Revenue Estimates
Fortinet (FTNT) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.57 per share a year ago.
Fortinet: Why I'm Bullish On Long-Term Growth As Cloud And AI Drive Value
Fortinet remains a Buy for me—recurring revenue, strong cash flow, and expanding cloud/AI offerings outweigh short-term volatility and cautious guidance. Profitability and margins are industry-leading, with a reasonable valuation compared to peers like Palo Alto and CrowdStrike, offering attractive upside potential. Risks include hardware sales softness, global exposure, and high expectations, but a robust balance sheet and recurring revenue provide downside cushion.
Fortinet Stock Before Q2 Earnings: Buy Now or Wait for Results?
Buy Fortinet ahead of Q2 results. Record margins, FortiGate 700G launch, and 18% SASE growth create compelling earnings catalysts for August performance.
