FTNT Fortinet, Inc. Loading... : Bullish and Bearish Analyst Opinions
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17:35
Aug 31
Aug 31
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
14:28
Aug 28
Aug 28
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth.
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth, citing valuation as a landmine risk but not making an explicit short call.
21:00
Aug 26
Aug 26
The 'Mythos moment' is forcing vendors to evolve, with a specific notable trend being the 'collapse of the patch window' due to autonomous agent-driven attacks. This is creating urgency around exposure management and replacing traditional VM/EDR paradigm. — For the cyber sector, this is a competitive signal: companies that rely on legacy AV/VM or even next-gen EDR without proactive 'exposure management' are losing to CrowdStrike's platform approach, impacting CRWD and its competitors (e.g., PANW, FTNT).
MED
23:52
Aug 05
Aug 05
Fortinet is a solid cybersecurity play.
Fortinet is doing a good job and competes well in cybersecurity alongside Palo Alto and CrowdStrike; it's a likeable stock.
MED
18:27
Jul 30
Jul 30
Seeking Alpha reports Fortinet's strong Q2 earnings and raised FY26 guidance with 41 upward.
Seeking Alpha reports Fortinet's strong Q2 earnings and raised FY26 guidance with 41 upward analyst revisions, but the Quant system maintains a neutral HOLD rating.
12:47
Jul 30
Jul 30
US pre-market movers show Microsoft up 9.3% on strong earnings.
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on a Q2 earnings miss, and several other stocks moving on earnings and guidance reports.
12:46
Jul 30
Jul 30
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on EPS miss.
US pre-market movers show Microsoft up 9.3% on strong earnings, Meta down 10% on EPS miss, and several other stocks reacting to quarterly results and guidance.
11:54
Jul 30
Jul 30
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing.
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing outlook, Microsoft jumping 9% on strong cloud growth, and numerous other stocks moving on quarterly results and guidance changes.
22:03
Jul 29
Jul 29
Fortinet benefits from software sector leniency.
Fortinet surged 11% after-hours because the market is treating software stocks more kindly: only moderate earnings stabilization is enough to lift share prices, while hardware faces a much harsher bar.
MED
21:31
Jul 29
Jul 29
FTNT delivered a strong quarter with revenue guidance raised 4% above consensus and EPS well.
FTNT delivered a strong quarter with revenue guidance raised 4% above consensus and EPS well ahead, supporting positive sentiment for the stock and software/security sector.
MED
20:30
Jul 29
Jul 29
Management raised full-year guidance across all top-line metrics and margins, citing sustained demand, AI-driven upgrades, and operational efficiencies. The tone is confident and bullish on durable growth.
HIGH
20:16
Jul 29
Jul 29
Fortinet reports strong second quarter earnings with revenue up 26 percent year over year.
Fortinet reports strong second quarter earnings with revenue up 26 percent year over year and non-GAAP earnings per share up 41 percent.
20:06
Jul 29
Jul 29
Fortinet reports second quarter revenue of 2.05 billion dollars and adjusted earnings per share.
Fortinet reports second quarter revenue of 2.05 billion dollars and adjusted earnings per share of 90 cents, both beating analyst estimates.
23:08
Jul 27
Jul 27
Watch FTNT as a secondary beneficiary of application security spending.
Watch FTNT as a secondary beneficiary of application security spending, with low-to-moderate magnitude read-through.
MED
22:34
Jul 26
Jul 26
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week, including mega caps like Apple, Amazon, and Microsoft.
01:36
Jul 26
Jul 26
The author provides a comprehensive list of upcoming earnings reports and emphasizes.
The author provides a comprehensive list of upcoming earnings reports and emphasizes the importance of capex data for the broader AI investment narrative.
LOW
17:00
Jul 23
Jul 23
Intel wins an ASIC design deal with Fortinet, validating its design services business and expanding purpose-built silicon revenue.
HIGH
14:28
Jul 22
Jul 22
The author presents a research-driven thesis that companies solving AI inaccuracy.
The author presents a research-driven thesis that companies solving AI inaccuracy and cybersecurity will print, but lists beneficiaries as a watchlist without stating personal positions.
13:42
Jul 21
Jul 21
Intel and Fortinet announced a strategic collaboration to develop the Fortinet Security.
Intel and Fortinet announced a strategic collaboration to develop the Fortinet Security Processor 6, combining their expertise to enhance cybersecurity innovation and supply chain resilience.
00:30
Jul 10
Jul 10
AI infra stocks surge networking optics
AI infrastructure spending is expanding beyond chips into networking, security, and optical components, driving stocks like Arista Networks, Fortinet, and Lumentum to new highs. This trend is sustainable as data center buildout accelerates.
MED
22:02
Jul 09
Jul 09
Cybersecurity stocks break out on AI agents.
As enterprise AI agents accelerate, demand for cybersecurity software is surging. Stocks like CrowdStrike, Palo Alto Networks, and Fortinet are making consecutive new highs because businesses cannot secure AI workloads on their own and need dedicated security platforms. This is a direct beneficiary of the AI agent wave and is seen as the next phase of the AI revolution.
HIGH
00:20
Jul 07
Jul 07
AI investment is shifting to cybersecurity stocks.
Global AI investment is expanding from hardware to software and cybersecurity, as evidenced by CrowdStrike and Palo Alto Networks hitting all-time highs. Investors should look at software and security stocks.
HIGH
00:51
Jul 01
Jul 01
Cybersecurity must grow alongside low-cost AI platforms.
As low-cost AI platforms emerge, cybersecurity must grow alongside them. If tech exposure is too high, taking profits to buy cybersecurity stocks like Fortinet, Palo Alto Networks, Zscaler, and CrowdStrike is a good strategy.
MED
00:21
Jun 30
Jun 30
Palo Alto and Fortinet are preferred.
Cybersecurity stocks like Palo Alto Networks and Fortinet are hitting new highs as AI software growth necessitates stronger domestic security in the US, while Zscaler is struggling with valuation burdens.
MED
22:13
Jun 25
Jun 25
AI data center security drives new high.
Fortinet hit a new high after IBD highlighted its AI-based security chip for data center firewalls and the expanding cybersecurity demand driven by AI data center buildout. The company is not a memory or equipment play but benefits directly from the need for security in AI infrastructure expansion.
MED
00:56
Jun 24
Jun 24
Cybersecurity stocks benefit from AI expansion
As AI expands into cloud and data centers, cybersecurity becomes critical to protect data and ensure safe AI operations. Companies like Palo Alto Networks (broad platform), Fortinet (lowest P/E value), CrowdStrike and Zscaler (cloud/SaaS growth) are at new highs. Software security offers a less capital-intensive alternative to AI hardware, and valuations are attractive with strong earnings trends.
HIGH
00:20
Jun 23
Jun 23
Buy cybersecurity leaders on AI security demand.
Cybersecurity stocks, particularly Palo Alto Networks and Fortinet, are emerging as strong AI beneficiaries. AI threats are driving real demand for security solutions, and these two firms have delivered notable earnings surprises and raised guidance. Wall Street is consolidating around these two leaders, and the thesis is now backed by actual earnings, not just a thematic hope. Any near-term pullback in these names is viewed as a buying opportunity.
HIGH
19:56
Jun 17
Jun 17
Fortinet warns of a credential-harvesting campaign targeting its firewalls and VPN gateways.
Fortinet warns of a credential-harvesting campaign targeting its firewalls and VPN gateways using data from previous incidents and brute-force attacks.
23:47
Jun 05
Jun 05
Author highlights past Grok-selected stocks that surged roughly 50% on average.
Author highlights past Grok-selected stocks that surged roughly 50% on average, framing the method as a proven strategy but not stating current positions.
About FTNT Analyst Coverage
Buzzberg tracks FTNT (Fortinet, Inc.) across 23 sources. 20 bullish vs 0 bearish calls from 36 analysts. Sentiment: predominantly bullish (34%). 58 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: __con_, thematictrader, George Kurtz.