Jefferies Sees Modest Q4 Beat for Fortinet (FTNT), Remains Cautious on 2026 [Yahoo! Finance]
Fortinet, Inc. (FTNT)
Last fortinet, inc. earnings: 2/6 04:05 pm
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US:NASDAQ Investor Relations:
investor.fortinet.com
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Source: Yahoo! Finance
The firm anticipates a modest Q4 beat but will wait for clearer visibility into 2H26 momentum. The cybersecurity company is scheduled to report its fourth-quarter earnings on February 5. The research firm forecasts Fortinet to exceed consensus billings growth estimates of 12% year-over-year by an estimated 1-2%, driven by improved survey data. However, Jefferies has flagged several 2026 metrics imply a high expectations, including consensus expectations for billings growth, services revenue growth, and operating margins. Den Rise/Shutterstock.com Since the current sentiment toward software stocks is weak, the firm remains cautious heading into the print and waits to be constructive until there is visibility for a potential product refresh and services rebound in the second half of 2026. “We expect FTNT to beat 4Q cons 12% YoY billings by 1–2%, supported by improved survey. Our convos indicate appetite to eventually own shares but several CY26 metrics imply high opening guide
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FTNT
News
- Fortinet outlines 13% billing growth target for 2026 while advancing Unified SASE and secure networking leadership [Seeking Alpha]Seeking Alpha
- Fortinet, Inc. (FTNT) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- Fortinet Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Fortinet (FTNT) Q4 2025 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- Fortinet (FTNT) Surpasses Q4 Earnings and Revenue Estimates [Yahoo! Finance]Yahoo! Finance
FTNT
Earnings
- 2/5/26 - Beat
FTNT
Sec Filings
- 2/5/26 - Form 8-K
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- FTNT's page on the SEC website