Fortinet, Inc. (FTNT) Discusses Unified SASE Solutions and AI-Driven Security Challenges Prepared Remarks Transcript
In the closing of the recent trading day, Fortinet (FTNT) stood at $79.05, denoting a +1.09% move from the preceding trading day.
Fortinet has demonstrated structural resilience amid a broad cybersecurity sell-off, maintaining flat performance while peers suffered sharp corrections. FTNT benefits from reasonable valuations, less exposure to AI disruption, and a core network security business tied to infrastructure cycles rather than SaaS ARR. Growth drivers have shifted from firewall refresh cycles to platform-led expansion across SASE, AI, and OT, with billings and recurring revenue showing robust momentum.
In the most recent trading session, Fortinet (FTNT) closed at $82.77, indicating a +1.68% shift from the previous trading day.
Fortinet is rated Buy with a target price of $95, offering 16% upside based on revised DCF assumptions and robust business momentum. FTNT's Q4 and full-year 2025 results beat consensus, with 15% YoY revenue growth, strong billings, and broad-based demand across all regions and product lines. Strategic AI integration, partnerships with NVIDIA and Google Cloud, and product innovation position FTNT as a direct beneficiary of AI infrastructure expansion.
In the latest trading session, Fortinet (FTNT) closed at $81.4, marking a -2.07% move from the previous day.
BNP Paribas lowered its holdings in Fortinet, Inc. (NASDAQ: FTNT) by 53.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,065 shares of the software maker's stock after selling 19,259 shares during the quarter. BNP Paribas' holdings in Fortinet were worth
California Public Employees Retirement System lowered its position in Fortinet, Inc. (NASDAQ: FTNT) by 24.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,608,359 shares of the software maker's stock after selling 533,794 shares during the
Banco Bilbao Vizcaya Argentaria S.A. reduced its holdings in Fortinet, Inc. (NASDAQ: FTNT) by 3.1% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 244,616 shares of the software maker's stock after selling 7,792 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.'s
Ameriprise Financial Inc. increased its stake in shares of Fortinet, Inc. (NASDAQ: FTNT) by 23.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,160,348 shares of the software maker's stock after purchasing an additional 969,899 shares during the
Shares of Fortinet, Inc. (NASDAQ: FTNT - Get Free Report) have received a consensus recommendation of "Hold" from the thirty-two research firms that are currently covering the firm, Marketbeat.com reports. Four analysts have rated the stock with a sell recommendation, twenty-two have issued a hold recommendation, five have issued a buy recommendation and one has assigned
Fortinet, Inc. (FTNT) Discusses Cybersecurity Vision, AI-Driven Convergence, and Operating System Innovations at Investor Briefing Transcript