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Added to YB: 2026-05-11

Pitch date: 2026-05-07

FTNT [neutral]

Fortinet, Inc.

+6.31%

current return

Author Info

No bio for this author

Company Info

Fortinet, Inc. provides cybersecurity and convergence of networking and security solutions worldwide.

Market Cap

$83.6B

Pitch Price

$107.30

Price Target

N/A

Dividend

N/A

EV/EBITDA

33.19

P/E

44.23

EV/Sales

11.37

Sector

Software

Category

growth

Show full summary:
Earnings Rundown: FTNT

FTNT (earnings): Q1 rev $1.85B (+20% YoY), product rev $645M (+41%), billings $2.09B (+31%), non-GAAP op margin 36%, EPS $0.82 vs $0.63 est. FY26 guide raised to $7.71-$7.87B rev, 33-36% margin, $3.10-$3.16 EPS. Deals >$1M up 60%+, Unified SASE 25% of billings, sovereign SASE momentum in EU. Product re-acceleration validated thesis. Stock +17% on beat.

Read full article (2 min)