Is Fortinet Entering Its Next Phase?

Fortinet (NASDAQ:FTNT) is not just another entity in the cybersecurity realm; its recent financial outcomes depict a convincing narrative of ongoing growth and profitability within a swiftly advancing market. In the complete fiscal year 2025, the firm reported revenues of $6.80 billion, reflecting a 14% increase from the previous year, while billings rose 16% to $7.55 billion.

Forbes • Feb 23, 2026

CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

Reuters • Feb 23, 2026

Liquid Networx Announces Dedicated and Resident Fortinet Engineer Engagements for Enterprise Clients

SAN ANTONIO--(BUSINESS WIRE)--Liquid Networx, a national Fortinet partner and the first Fortinet Engage Preferred Services Partner (EPSP) in North America, is now offering dedicated and resident certified Fortinet engineers for enterprise clients. This offering delivers expert design, implementation, and ongoing support for Fortinet solutions including SASE, Zero Trust, and the Fortinet Security Fabric. The EPSP program endorses partners with verified capacities and experience in service delive.

Business Wire • Feb 20, 2026

Software Stocks Are Finally Stabilizing. They Could Bounce Back.

Any trader that wants large gains must take some risk. The risk is worth taking in software right now.

Barrons • Feb 20, 2026

Fortinet: Preparing The Growth

Fortinet delivered 13% sales growth in a transitional year, maintaining leadership in firewalls and expanding Unified SASE revenue by 40%. Despite product growth outpacing services, FTNT preserved strong margins and improved working capital, with FCF/share up 19.6% and inventory days down to 98. Guidance calls for 11% service revenue growth and non-GAAP EPS of $2.94–$3, with acceleration expected in 2026 as product sales drive future services.

Seeking Alpha • Feb 15, 2026

4 Reasons Fortinet Could Be at a Buyable Bottom

Factors are aligning that suggest Fortinet NASDAQ: FTNT stock will rebound in 2026, with a 15% to 30% gain. They include technical setup, results, analyst trends, and institutional activity, collectively providing support and a tailwind for price action.

MarketBeat • Feb 12, 2026

Fortinet (FTNT) Reliance on International Sales: What Investors Need to Know

Explore Fortinet's (FTNT) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Zacks Investment Research • Feb 9, 2026

Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top

Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue growth, and a significant hardware refresh cycle opportunity. Both companies face rising competition from Microsoft and CrowdStrike and could see challenges in maintaining market share.

Seeking Alpha • Feb 8, 2026

Fortinet fourth quarter earnings beat driven by enterprise demand

Fortinet Inc (NASDAQ:FTNT) reported fourth-quarter 2025 earnings that exceeded analyst expectations on both revenue and earnings per share, sending its stock about 3% higher in early trade on Friday. For the quarter, the cybersecurity firm reported EPS of $0.81, above the Wall Street consensus estimate of $0.74, and revenue of $1.91 billion, surpassing the $1.86 billion forecast.

Proactive Investors • Feb 6, 2026

Fortinet Stock Rises After Earnings Beat. Why It Can Dodge the Tech Selloff.

There's reason to believe the cybersecurity provider could avoid the worst of the chaos following its earnings beat.

Barrons • Feb 6, 2026