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.
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.
