US · Technology · Software - Infrastructure
EPS came in at 0.81 against a street estimate of 0.66 — a beat of 22.7%.
Analysts rate Fortinet Inc a hold (9 buy, 30 hold, 5 sell out of 44) with an average price target of $167.91.
CONFIDENT Fortinet delivered Q2 2026 results beating guidance on billings (+33%), product revenue (+52%), and margins. Management raised full-year guidance citing durable AI, SASE Firewall, and OT growth trends. Free cash flow tripled to $966M. Q2 2026 Sovereignty theme concentrated in EMEA and public sector globally, playing into Fortinet's market strength in regions and segments. Analysts pressed durability of 50%+ product growth, price increase headwinds, and SASE component mix. Management attributed acceleration to SASE Firewall convergence, AI east-west traffic, and OT infrastructure modernization—all durable multi-year themes. No 2027 numbers provided; management cited data privacy and sovereign SASE as net new opportunities offsetting traditional refresh cycles. 2026-07-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.48% |
| Vanguard Capital Management, LLC | 5.54% |
| State Street Corp | 4.04% |
| Vanguard Portfolio Management, LLC | 3.39% |
| Amvescap Plc. | 3.36% |
| Geode Capital Management, LLC | 2.38% |
| NORGES BANK | 1.70% |
| First Trust Advisors L.P. | 1.47% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 FORTINET, INC. – QUARTERLY REPORT SUMMARY (Q2 2026) HEADLINE NUMBERS • Total Revenue (Q2 2026): $2,047.9 million, up 25.6% from $1,630.0 million in | 2026-07-30 |
| Results announced · Q3 2026 FORTINET Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $2.05 billion, up 26% year-over-year (exceeded high-end guidance) • Product Re | 2026-07-29 |
| Shareholder vote results · Q2 2026 FORTINET, INC. - ANNUAL STOCKHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual Stockholder Meeting held June 12, 2026 • Attendance: 645,371,440 share | 2026-06-16 |
| Quarterly report · Q1 2026 FORTINET, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $1,849.6 million (up 20% vs Q1 2025: $1,539.7 million) - Product r | 2026-05-08 |
| Results announced · Q2 2026 FORTINET Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $1.85 billion, up 20% year-over-year • Product revenue: $645 million, up 41% yea | 2026-05-06 |
| Proxy statement · Q2 2026 FORTINET, INC. – PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION & CHANGES • Ken Xie (Founder/CEO/Chairman) total compensation fo | 2026-04-29 |
| Annual report FY2025 FORTINET, INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (Year Ended December 31, 2025): $6.80 billion • Net Income | 2026-02-25 |
| Results announced · Q1 2026 FORTINET Q4 2025 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q4 2025 revenue: $1.91 billion, up 15% year-over-year • Full year 2025 revenue: $6.80 | 2026-02-05 |
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