Shared on 15 Apr 26

Fair value Increased 2.25%

FTNT: AI Security Platform And Share Buybacks Will Drive Future Upside

Analysts have nudged their fair value estimate for Fortinet to $89.00, reflecting a blend of tempered revenue growth expectations, a slightly higher assumed discount rate, and modestly stronger margin and P/E assumptions that align with the recent mix of target hikes and a few cautious downgrades across the Street. Analyst Commentary Recent research on Fortinet presents a mixed picture, with several firms adjusting price targets and ratings around concerns on hardware exposure, execution, and the broader cybersecurity sector reaction to AI developments, while others point to what they view as attractive entry points and constructive setups into earnings.

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Shared on 05 Jan 26

FTNT: AI Data Center Security Partnerships Will Drive Future Upside Potential

Analysts have trimmed their price targets on Fortinet toward the high $80s to low $100s, with the updated fair value estimate holding near $87.04 as they factor in recent Q3 metrics such as 18% Product revenue growth, 14% Billings growth, and slightly refined assumptions for discount rate, revenue growth, margins, and future P/E. Analyst Commentary Recent Street research has shifted to a more balanced stance on Fortinet, with price targets clustering in the high $80s to low $100s range and at least one downgrade to a neutral rating.

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Shared on 19 Dec 25

Fair value Decreased 0.47%

FTNT: AI Data Center Push And Legal Overhang Will Shape Shares

Analysts have slightly lowered their price target on Fortinet, trimming fair value by about $0.40 to roughly $87.04. They cited a more cautious stance following recent downgrades and tempered growth expectations, despite solid Q3 metrics and improved guidance.

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Shared on 05 Dec 25

FTNT: Firewall Cycle, AI Initiatives And Lawsuit Will Shape Stock Path

Analysts have modestly reduced their price target on Fortinet to about $87 per share. This reflects more cautious views on the stock's risk profile and future earnings multiples, despite solid recent revenue and margin performance.

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Shared on 21 Nov 25

Fair value Decreased 0.97%

FTNT: Firewall Refresh Cycle Maturity Will Influence Stock Performance Ahead

Analysts have slightly lowered their fair value estimate for Fortinet to $87.45 from $88.30, citing modestly reduced growth projections and tempered expectations following recent industry downgrades and updates to price targets. Analyst Commentary Recent street research on Fortinet reflects a mix of cautious and optimistic outlooks, as analysts assess the company's performance and future prospects in light of industry trends and earnings results.

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Shared on 07 Nov 25

Fair value Decreased 2.24%

FTNT: Firewall Refresh Cycle And Market Dynamics Will Shape Medium-Term Prospects

Fortinet's analyst price target has been revised downward, dropping from approximately $90.32 to $88.30. Analysts cite tempered expectations for core firewall growth and evolving revenue and margin forecasts, despite some improvements in guidance.

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Shared on 08 Aug 25

Fair value Decreased 18%

Fortinet’s fair value estimate has been significantly lowered, primarily due to a notable contraction in its forward P/E multiple despite stable revenue growth forecasts, resulting in the consensus price target dropping from $109.88 to $93.46. What's in the News Fortinet announced a major expansion of its FortiCloud platform, introducing FortiIdentity (cloud-native identity management), FortiDrive (secure storage), and FortiConnect (protected communications), all natively integrated with its Security Fabric, furthering its unified platform strategy and supporting hybrid workforces with global infrastructure investments (Key Developments, 2025-08-06).

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Shared on 07 May 25

Fair value Decreased 6.28%

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Shared on 30 Apr 25

Fair value Decreased 0.034%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 16 Apr 25

Fair value Decreased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 3.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Increased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Mar 25

Fair value Increased 5.09%

AnalystConsensusTarget has increased future PE multiple from 43.1x to 48.7x.

3 views

Digital Transformation Will Expand Integrated Cybersecurity Solutions

FTNT: AI Security Platform And Share Buybacks Will Drive Future Upside

FTNT: AI Data Center Security Partnerships Will Drive Future Upside Potential

FTNT: AI Data Center Push And Legal Overhang Will Shape Shares

FTNT: Firewall Cycle, AI Initiatives And Lawsuit Will Shape Stock Path

FTNT: Firewall Refresh Cycle Maturity Will Influence Stock Performance Ahead

FTNT: Firewall Refresh Cycle And Market Dynamics Will Shape Medium-Term Prospects

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