Fortinet, Inc.

NasdaqGS:FTNT Aktierapport

Börsvärde: US$114.5b

Fortinet Framtida tillväxt

Future kriterier kontrolleras 2/6

Fortinet förväntas öka intäkter och intäkter med 10.1% respektive 10.2% per år. EPS förväntas tillväxt med 7.8% per år. Avkastningen på eget kapital förväntas bli 82.1% om 3 år.

Viktig information

10.1%

Tillväxttakt i vinsten

7.78%

Tillväxttakt för EPS

Software vinsttillväxt20.2%
Intäkternas tillväxttakt10.2%
Framtida avkastning på eget kapital82.11%
Bevakning av analytiker

Good

Senast uppdaterad30 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel Aug 08

Fortinet, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

NasdaqGS:FTNT 1 Year Share Price vs Fair Value Explore Fortinet's Fair Values from the Community and select yours...

Recent updates

Uppdatering av berättelse 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.
Analysartikel 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...
Seeking Alpha Jun 18

Fortinet Stock: AI Demand Makes The Premium Worth Paying

Summary Fortinet (FTNT) has surged 79% in six months, trading near all-time highs and at 47x forward earnings, reflecting robust demand-led growth. Q1 results showed 20% revenue growth, 31% billings growth, and broad-based product strength, driven by AI-driven security needs and platform adoption. Guidance calls for 18% full-year billings growth and 15% sales growth, supporting a double-digit upside and a plausible $180 price target. Risks include high valuation, competitive pressures, and potential multiple compression if product momentum or AI-driven demand falters. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Ny berättelse 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.
Uppdatering av berättelse 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).
Analysartikel Aug 08

Fortinet, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

NasdaqGS:FTNT 1 Year Share Price vs Fair Value Explore Fortinet's Fair Values from the Community and select yours...
Uppdatering av berättelse 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.
Analysartikel Aug 01

Is It Too Late To Consider Buying Fortinet, Inc. (NASDAQ:FTNT)?

Fortinet, Inc. ( NASDAQ:FTNT ) saw significant share price movement during recent months on the NASDAQGS, rising to...
Analysartikel Jul 19

Here's Why Fortinet (NASDAQ:FTNT) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Apr 25

Fortinet: Three Major Growth Catalysts

Summary Fortinet, a leading cybersecurity firm, offers comprehensive security solutions and is poised for growth with strong profit margins and a solid balance sheet. Key growth catalysts include the rise of SASE, a global firewall upgrade wave, and increasing demand for end-to-end security solutions. Fortinet's technological edge and unique positioning in government security make it a compelling investment in the cybersecurity sector. With strong fundamentals and strategic advantages, Fortinet is well-positioned to benefit from emerging trends and generate increased revenue per customer. Read the full article on Seeking Alpha
Seeking Alpha Feb 26

Fortinet: Capitalizing On Hardware Firewall Upgrades For Future Growth

Summary Hardware firewalls remain crucial for legacy on-premise infrastructure, edge computing needing real-time responses, and remote areas with unreliable internet. Fortinet should benefit from a massive upgrade cycle for its hardware firewall in 2026 and 2027. Inventory-related charges normalized in 2024, making earnings per share growth look slower in 2025. The company is a cybersecurity industry leader and has solid competitive advantages. FTNT stock remains a buy for growth investors. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:FTNT - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20289,5412,6323,4743,95919
12/31/20278,6402,2842,9743,44742
12/31/20267,8122,0612,6993,12640
3/31/20267,1101,9552,4362,804N/A
12/31/20256,8001,8532,2262,591N/A
9/30/20256,5551,8742,0282,448N/A
6/30/20256,3381,9402,0332,401N/A
3/31/20256,1421,8792,0682,291N/A
12/31/20245,9561,7451,8792,258N/A
9/30/20245,7111,5301,6641,972N/A
6/30/20245,5371,3131,5731,915N/A
3/31/20245,3961,1991,6932,088N/A
12/31/20235,3051,1481,7311,936N/A
9/30/20235,1731,1512,0642,272N/A
6/30/20234,9881,0591,9782,204N/A
3/31/20234,7259671,8232,012N/A
12/31/20224,4178571,4491,731N/A
9/30/20224,0987431,1681,569N/A
6/30/20223,8166741,1021,485N/A
3/31/20223,5876381,2141,580N/A
12/31/20213,3426071,2041,500N/A
9/30/20213,1275551,2531,429N/A
6/30/20212,9115151,1081,251N/A
3/31/20212,7274919301,080N/A
12/31/20202,5944899581,084N/A
9/30/20202,465460837978N/A
6/30/20202,362417855978N/A
3/31/20202,268378817926N/A
12/31/20192,163332N/A808N/A
9/30/20192,052396N/A798N/A
6/30/20191,958375N/A753N/A
3/31/20191,875349N/A701N/A
12/31/20181,805335N/A639N/A
9/30/20181,711121N/A616N/A
6/30/20181,63189N/A602N/A
3/31/20181,55362N/A604N/A
12/31/20171,49531N/A594N/A
9/30/20171,44186N/A538N/A
6/30/20171,38365N/A452N/A
3/31/20171,33141N/A375N/A
12/31/20161,27532N/A346N/A
9/30/20161,2094N/A313N/A
6/30/20161,1536N/A302N/A
3/31/20161,0819N/A319N/A
12/31/20151,0098N/A283N/A
9/30/201593717N/A249N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: FTNT s prognostiserade vinsttillväxt ( 10.1% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: FTNT s intäkter ( 10.1% per år) förväntas växa långsammare än marknaden för US ( 18.6% per år).

Höga tillväxtresultat: FTNT s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: FTNT s intäkter ( 10.2% per år) förväntas växa långsammare än marknaden för US ( 12.7% per år).

Hög tillväxtintäkter: FTNT s intäkter ( 10.2% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: FTNT s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 82.1 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/03 01:48
Aktiekurs vid dagens slut2026/07/02 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Fortinet, Inc. bevakas av 67 analytiker. 42 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays