These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Fortinet's Geographic Mix Improves: Can EMEA Drive More Upside?
FTNT's EMEA revenues rise 18% y/y in Q2 2025, strengthening its global pipeline and reducing reliance on North America.
Fortinet: Why My Mistimed Buy Doesn't Break The Bull Thesis
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.
Why Fortinet (FTNT) Dipped More Than Broader Market Today
Fortinet (FTNT) closed the most recent trading day at $79.68, moving 1.5% from the previous trading session.
Fortinet: I'm Buying More After Q2 Results
Fortinet's 30% stock drop is unjustified in my view; fundamentals remain strong, and recent results do not break the investment thesis. Growth in high-margin, recurring revenue segments like Unified SASE (22%) and SecOps (35%) reinforces Fortinet's strategic positioning. Profitability remains sector-leading, with record gross margins and robust free cash flow, despite a temporary operating margin dip from strategic investments.
Fortinet, Inc. (FTNT) Goldman Sachs Fireside Chat Conference Call (Transcript)
Fortinet, Inc. (NASDAQ:FTNT ) Goldman Sachs Fireside Chat Conference Call August 25, 2025 10:30 AM ET Company Participants Christiane Ohlgart - Chief Accounting Officer, CFO and Principal Financial & Accounting Officer Ken Xie - Co-Founder, Chairman & CEO Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Gabriela Borges All right. Fantastic.
Fortinet Expands Share Buyback Program by $1B: Buy Now or Hold?
FTNT's $1B buyback expansion signals confidence, but premium valuation and rising competition suggest waiting for better entry points despite solid fundamentals.
FTNT Rides on Strong Billings Trend: Will the Momentum Sustain?
Fortinet sustains double-digit billings growth, boosted by cloud services, large enterprise wins and a raised full-year outlook.
FTNT vs. QLYS: Which Cybersecurity Stock Deserves Your Investment?
Qualys' AI-powered innovation & 82% margins outshine Fortinet's growth concerns. Buy QLYS for superior tech.
Fortinet: -24% After Earnings Makes This A Great Long-Term Opportunity
FTNT's post-earnings selloff is an overreaction; strong Q2 results and robust billings growth highlight ongoing business strength. The unified platform strategy and AI investments position FTNT for long-term growth beyond the current firewall upgrade cycle concerns. Despite hardware cycle fears, 650,000 firewalls still need replacement, creating significant cross-selling and upselling opportunities.
Fortinet (FTNT) International Revenue Performance Explored
Explore Fortinet's (FTNT) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Fortinet: Strong ARR And Billings Acceleration Support FY25 Growth Story
Fortinet is a Buy for long-term investors, combining sustainable growth, high profitability, and a strong strategic position in cybersecurity. Subscription revenue growth, margin stability, and leadership in network convergence and SASE drive confidence in continued outperformance and customer retention. Valuation models suggest 12–21% upside, with shares trading below historical multiples and strong cash flow supporting aggressive buybacks.
