Fortinet: The Market Is Missing Its Service Transformation [Seeking Alpha]
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: Seeking Alpha
FTNT benefits from a mandatory 2026 firewall refresh cycle, creating a significant revenue floor and up-selling opportunity for higher-margin services. Strategic partnerships with Nvidia and Arista position the company as the default security layer for AI data centers, countering the 'legacy tech' narrative. Base, bear, and bull cases project 11–22% annualized returns, with a $100 one-year price target driven by service revenue acceleration and margin expansion. JHVEPhoto/iStock Editorial via Getty Images Fortinet ( FTNT ) remains the most attractive cybersecurity stock in the market. While competitors are dilutive and trading at much higher valuations, Fortinet has industry-leading margins, competitive growth, a growing ecosystem, and is aggressively reducing its share count. I will break This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of FTNT either through stock ownership, options, or other derivatives. I wrote this
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FTNT
News
- Long-Term Bullish Trendline Could Help Fortinet Stock Break Out [Forbes]Forbes
- Check Point upgraded to Overweight from Equal Weight at Stephens [Yahoo! Finance]Yahoo! Finance
- Fortinet to Bring Cyber Leadership to World Economic Forum Annual Meeting 2026 [Yahoo! Finance]Yahoo! Finance
- Here's Why Fortinet (FTNT) Slid in 2025 [Yahoo! Finance]Yahoo! Finance
- Cybersecurity Stocks Are Falling. China Is Tightening Software Rules [Yahoo! Finance]Yahoo! Finance
FTNT
Earnings
- 11/5/25 - Beat
FTNT
Sec Filings
- 12/31/25 - Form 4
- 12/31/25 - Form 4
- 12/31/25 - Form 4
- FTNT's page on the SEC website