Fortinet（FTNT）株式概要
フォーティネットは、サイバーセキュリティとネットワーキングとセキュリティの融合ソリューションを世界中に提供しています。 詳細
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Fortinet, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$152.85 |
| 52週高値 | US$172.09 |
| 52週安値 | US$73.55 |
| ベータ | 1.06 |
| 1ヶ月の変化 | -4.68% |
| 3ヶ月変化 | 18.07% |
| 1年変化 | 92.00% |
| 3年間の変化 | 158.24% |
| 5年間の変化 | 149.73% |
| IPOからの変化 | 9,096.75% |
最新ニュース
ナラティブ更新 • Aug 17
FTNT: AI Security Demand And Data Center Spending Will Drive Future Upside
Analysts have raised their Fortinet fair value estimate from $161.85 to $220.00 as they factor in stronger AI-related demand, faster billings and product growth, firmer services trends, higher profit margin assumptions, and a higher future P/E multiple supported by recent research updates across the Street. Analyst Commentary Recent Street research on Fortinet points to a broadly constructive tone, with many bullish analysts citing strong execution in core firewall products, robust billings, and traction in AI related security demand.Seeking Alpha • Aug 06
Downgrading Fortinet: Key Factors For My Hold Recommendation
Summary Fortinet is downgraded to Hold after a strong run, with valuation concerns outweighing near-term catalysts. FTNT's hardware firewall upgrade cycle, Unified SASE adoption, and AI/OT security expansion drove robust revenue, margin, and FCF growth. Unified SASE billings grew 35% and FortiSASE billings over 100%, signaling traction in high-margin, recurring revenue streams. Valuation appears stretched; future upside depends on sustaining operating leverage, FCF growth, and capturing AI/OT security opportunities. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 17
FTNT: AI Security Demand And Data Center Spending Will Drive Future Upside
Analysts have raised their Fortinet fair value estimate from $161.85 to $220.00 as they factor in stronger AI-related demand, faster billings and product growth, firmer services trends, higher profit margin assumptions, and a higher future P/E multiple supported by recent research updates across the Street. Analyst Commentary Recent Street research on Fortinet points to a broadly constructive tone, with many bullish analysts citing strong execution in core firewall products, robust billings, and traction in AI related security demand.Seeking Alpha • Aug 06
Downgrading Fortinet: Key Factors For My Hold Recommendation
Summary Fortinet is downgraded to Hold after a strong run, with valuation concerns outweighing near-term catalysts. FTNT's hardware firewall upgrade cycle, Unified SASE adoption, and AI/OT security expansion drove robust revenue, margin, and FCF growth. Unified SASE billings grew 35% and FortiSASE billings over 100%, signaling traction in high-margin, recurring revenue streams. Valuation appears stretched; future upside depends on sustaining operating leverage, FCF growth, and capturing AI/OT security opportunities. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 03
FTNT: AI Hardware Cycle And Demand Uncertainty Will Pressure Future Returns
Fortinet's updated fair value estimate rises from $77.37 to $92.30 as analysts lift price targets across the board, citing stronger Q2 billings and product trends, improved profitability assumptions, and expanding demand for AI driven security and networking. Analyst Commentary Wall Street research on Fortinet has turned more constructive on near term fundamentals, with many firms raising price targets after the Q2 report.
ナラティブ更新 • Jul 24
Fortinet, compounding Cyber Security Player.
Aequitas has increased future PE multiple from 30.0x to 35.0x, increased discount rate from 8.4% to 14.0% and increased timeframe from 3 years to 5 years. Aequitas now holds a position in Fortinet.
ナラティブ更新 • Jul 20
FTNT: AI Security Hype Will Confront Overvaluation And Execution Setbacks
The analyst price target for Fortinet has been raised by about $6, reflecting updated assumptions for slightly higher long term growth and profitability, supported by recent Street research citing stronger cyber demand tied to AI urgency and ongoing product and services momentum. Analyst Commentary Recent Street research on Fortinet reflects an active debate around how much AI driven security demand and data center spending could support the company, with many bullish analysts lifting price targets while a smaller group highlights valuation and execution risks.新しいナラティブ • Jul 17
FTNT Is The Cybersecurity Powerhouse A Buy?
Fortinet is one of the world’s largest cybersecurity companies. If a business needs to protect its network, Fortinet is usually on the shortlist.ナラティブ更新 • Jul 06
FTNT: AI Security Optimism Will Face Test From Execution And Competitive Risks
The updated analyst price target for Fortinet moves from an implied fair value of $89.00 to $113.89, reflecting a shift toward higher expected revenue growth and a richer future P/E multiple, even as some recent research, including downgrades and varied price targets from $102 to $180, points to a more mixed stance on near term execution and sector conditions. Analyst Commentary Recent research on Fortinet reflects a wide spread of views on both upside potential and execution risk, with price targets ranging roughly from US$102 on the cautious end to US$180 at the high end.ナラティブ更新 • Jun 22
FTNT: AI Security Demand And Data Center Investments Will Drive Future Upside
Analysts have raised the Fortinet fair value estimate by about $21 to $161.85, citing broadly strong Q1 performance, a pipeline that includes SASE and adjacent markets, and management commentary around AI driven demand and data center investments as key supports for higher price targets across the Street. Analyst Commentary Recent research on Fortinet points to a cluster of higher fair value estimates and price targets, with many bullish analysts highlighting execution in core firewall offerings, momentum in SASE and adjacent markets, and increasing interest around AI driven security use cases.分析記事 • Jun 20
Fortinet (FTNT) Stock Could Be 63% Overvalued After Its Sharp Rally
Fortinet stock performance snapshot Fortinet (FTNT) has drawn investor attention after a strong recent run, with the stock up about 12% over the past month and about 78% over the past 3 months, based on provided returns. Those moves come alongside reported annual revenue of US$7.1b and net income of US$1.9b. These figures give investors concrete reference points as they assess how the cybersecurity company’s valuation lines up with its recent share performance. See our latest analysis for...ナラティブ更新 • Jun 05
FTNT: Earnings Execution And AI Security Platform Position Will Shape Future Upside
The analyst price target for Fortinet has been revised from $109.27 to $140.34. Analysts attribute this change to updated assumptions for slightly higher revenue growth, a modestly higher profit margin, and a higher future P/E multiple, partly supported by recent sector checks and a series of price target increases across the cybersecurity peer group.ナラティブ更新 • May 21
FTNT: Hardware Dependence And AI Volatility Will Pressure Future Returns
Fortinet's analyst price target has increased to $77.37 from $67.76, with analysts citing updated assumptions around slightly faster revenue growth, a modestly higher future P/E, and recent broad-based target hikes across the Street, even as some factor in mixed views on margins and ratings. Analyst Commentary Recent research on Fortinet points to a mixed backdrop, with many firms adjusting price targets higher while a minority voice more cautious views around the durability of growth, the business mix and where the stock trades on key valuation metrics.ナラティブ更新 • May 02
FTNT: Hardware Exposure And Softer 2026 Refresh Cycle Will Pressure Returns
Fortinet's updated analyst price target edges slightly lower to about $68, reflecting modest tweaks to assumptions on fair value, discount rate, growth, margins, and future P/E, as analysts balance recent target hikes from several firms with more cautious views on hardware exposure and execution risk. Analyst Commentary Recent research on Fortinet reflects a split view, with some firms lifting price targets or turning more constructive, while others point to risks tied to hardware exposure, execution and valuation.ナラティブ更新 • Apr 15
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.ナラティブ更新 • Mar 31
FTNT: Hardware Dependence And Softer 2026 Refresh Expectations Will Restrain Returns
Analysts have nudged Fortinet's implied fair value to about $68, reflecting modest tweaks to growth, margin, and discount rate assumptions. Recent price target moves balance concerns over hardware dependence and firewall refresh cycles with views that broader cybersecurity demand remains intact despite AI related volatility.ナラティブ更新 • Mar 17
FTNT: Hardware Reliance And Softer 2026 Refresh Cycle Will Pressure Returns
Analysts have modestly adjusted the Fortinet price target to $68.00, reflecting a slightly higher discount rate and fine tuned views on revenue growth, profit margins, and future P/E assumptions amid mixed research commentary on hardware exposure and valuation across the Street. Analyst Commentary Recent research on Fortinet has been mixed, with a cluster of price target changes and rating moves that highlight both valuation sensitivities and execution questions around the current hardware mix and future growth profile.ナラティブ更新 • Mar 03
FTNT: Hardware Dependence And Fading Refresh Cycle Will Pressure Future Returns
We are trimming our Fortinet fair value estimate to $68.00 from $70.25 as analysts factor in slower expected revenue growth, ongoing firewall hardware refresh risk, and a lower future P/E multiple around 25.6x, partly offset by a higher projected profit margin near 25.7%. Analyst Commentary Recent research has highlighted a more cautious tone around Fortinet, with several bearish analysts flagging risks around hardware reliance, growth sustainability, and valuation.ナラティブ更新 • Feb 17
FTNT: Earnings Execution And Buybacks Will Support Future Upside
Analysts have nudged their fair value estimate for Fortinet higher by about $1 to roughly $109, reflecting a mix of tempered revenue growth expectations, slightly higher assumed P/E multiples, and firmer profit margin assumptions that align with the wave of recent price target increases across the Street. Analyst Commentary Bullish analysts have been active on Fortinet, with a cluster of recent research updates pointing to higher price targets, rating upgrades, and a more constructive stance on the share setup into upcoming results.ナラティブ更新 • Feb 03
FTNT: Earnings Execution And China Risk Insulation Will Support Future Upside
The analyst price target for Fortinet edges up to about $108 from roughly $108 previously, as analysts balance mixed rating actions and trimmed Street targets against slightly firmer assumptions on revenue growth, discount rate and future P/E in updated models. Analyst Commentary Recent research on Fortinet reflects a mixed backdrop, but there are clear pockets of optimism that speak to how some on the Street are framing the risk and reward.ナラティブ更新 • Jan 20
FTNT: Hardware Refresh Caution Will Contrast With Stronger Margins And Buybacks
Analysts have nudged their implied fair value for Fortinet lower from about $110 to $108, as a reduced future P/E assumption and more cautious views on hardware refresh demand offset still solid revenue and billings metrics reflected in recent research updates. Analyst Commentary Recent research has been mixed, but there are still clear pockets of optimism around Fortinet that center on execution, earnings quality, and how those feed into valuation support.ナラティブ更新 • Jan 05
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.ナラティブ更新 • Dec 19
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.ナラティブ更新 • Dec 05
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.ナラティブ更新 • Nov 21
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.ナラティブ更新 • Nov 07
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.分析記事 • Aug 20
Fortinet, Inc. (NASDAQ:FTNT) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
NasdaqGS:FTNT 1 Year Share Price vs Fair Value Explore Fortinet's Fair Values from the Community and select yours The...新しいナラティブ • Aug 09
The Architect of Integrated, High-Performance Security
When compared to other competitors, Fortinet's valuation makes a lot of sense. Fortinet is a model of profitability and operational efficiency.ナラティブ更新 • Aug 08
Digital Transformation Will Expand Integrated Cybersecurity Solutions
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).
ナラティブ更新 • Aug 07
The silent guardian of the internet and one of the most profitable names in cybersecurity.
Fortinet delivered yet another textbook beat on both top-line and bottom-line in Q2, still rocking the cybersecurity party. But the market’s stomach for forward guidance is as fickle as my mood before coffee, a slightly cautious outlook = big price pullback.株主還元
| FTNT | US Software | US 市場 | |
|---|---|---|---|
| 7D | -5.0% | -1.4% | -0.8% |
| 1Y | 92.0% | -6.1% | 20.5% |
業界別リターン: FTNT過去 1 年間で-6.1 % の収益を上げたUS Software業界を上回りました。
リターン対市場: FTNT過去 1 年間で20.5 % の収益を上げたUS市場を上回りました。
価格変動
| FTNT volatility | |
|---|---|
| FTNT Average Weekly Movement | 5.8% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: FTNT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FTNTの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2000 | 15,472 | Ken Xie | www.fortinet.com |
Fortinet, Inc.は、サイバーセキュリティおよびネットワーキングとセキュリティの融合ソリューションを世界中で提供しています。サイバーセキュリティの脅威に対処するために設計された統合オペレーティングシステム「FortiOS」、ASIC（特定用途向け集積回路）ベースのセキュリティ処理ユニット「FortiASIC」、サービスプラットフォームとしてのプライベートクラウド「FortiCloud」、フォーティネット・セキュリティ・ファブリック全体で二重の防御を提供する「FortiAI」、セキュアな接続性、エンドポイント保護、機能を単一のエージェントに集約した「FortiEndpoint」、インフラやサプライチェーンを支えるエンジニアドシステムを保護する「OT Security」を提供しています。また、ネットワーキングとセキュリティの融合に焦点を当てたセキュアネットワーキングソリューション、FortiGateデータセンター、ハイパースケール、分散ファイアウォールで構成されるネットワークファイアウォールソリューション、ワイヤレスローカルエリアネットワークソリューション、セキュアコネクティビティソリューションも提供しています。さらに、ファイアウォール、ソフトウェア定義型広域ネットワーク、セキュアWebゲートウェイ、クラウドアクセスサービスブローカー、データ損失防止、ゼロトラストネットワークアクセスを含むFortinet Unified Secure Access Service Edgeソリューション、Webアプリケーションファイアウォール、仮想化ファイアウォールによるクラウドネットワークセキュリティ、クラウドネイティブファイアウォール、クラウドネイティブアプリケーション保護、コードセキュリティを提供しています。さらに、AIを活用したセキュリティ運用ソリューションとして、サイバーセキュリティ・ソリューション・スイートのほか、FortiEDR、FortiXDR、FortiNDR、FortiSandbox、FortiDeceptor、FortiDLP、FortiReconを提供している。さらに、サイバーセキュリティの脅威インテリジェンスおよび研究機関であるFortiGuard Labs、FortiGuardアプリケーション、コンテンツ、デバイス、NOC/SOC、Webセキュリティサービスで構成されるAIを活用したセキュリティ機能スイートであるFortiGuard and Other Security Services、FortiCareテクニカルサポートサービスも提供しています。フォーティネットは2000年に設立され、カリフォルニア州サニーベールに本社を置いています。
Fortinet, Inc. 基礎のまとめ
| FTNT 基礎統計学 | |
|---|---|
| 時価総額 | US$115.93b |
| 収益（TTM） | US$2.12b |
| 売上高(TTM) | US$7.53b |
52.9x
PER（株価収益率14.9x
P/SレシオFTNT は割高か？
公正価値と評価分析を参照収益と収入
| FTNT 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.53b |
| 売上原価 | US$1.49b |
| 売上総利益 | US$6.04b |
| その他の費用 | US$3.92b |
| 収益 | US$2.12b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.89 |
| グロス・マージン | 80.20% |
| 純利益率 | 28.17% |
| 有利子負債／自己資本比率 | 32.0% |
FTNT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/19 04:18 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Fortinet, Inc. 43 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。68
| アナリスト | 機関 |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |