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Fortinet, Inc. · NASDAQ · Technology
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Fortinet beat Q3 FY2026 estimates with EPS of $0.91 and revenue of $2.08B, up 20% YoY. Product revenue rose 37% to $765M, and billings climbed 29% to $2.34B, with a healthy 38% non-GAAP margin. The company raised its 2026 billings guidance for the third time, though shares fell after hours, signaling muted near-term sentiment despite stronger fundamentals.
View signal analysisFortinet beat Q2 on both revenue and earnings and lifted full-year guidance, with revenue of $2.05B and EPS of $0.90. Management raised full-year targets to $8.02–$8.18B revenue and $3.41–$3.47 EPS, while Q3 guidance also topped expectations. The results underscore solid demand for AI-era security solutions and could sustain near-term upside for FTNT.
View signal analysisFortinet beat on Q2 revenue and earnings and lifted full-year targets, citing AI-era product differentiation. Q3 revenue guidance and full-year EPS/REV above consensus triggered an after-hours rally (~10%). The results imply durable demand for Fortinet's security platform, with AI-driven offerings supporting margins, though sustainability of growth will hinge on AI market momentum.
View signal analysisFortinet will use Intel's foundry to produce its SP6 security chip on the Intel 4 process. The partnership underscores Intel's push for marquee customers and Fortinet's ASIC-focused strategy amid rising AI-security demand, potentially boosting FTNT's growth if SP6 volumes scale.
View signal analysisFortinet's stock has experienced a significant boost this year, up 48%, driven by strong earnings and operational execution. The company raised its fiscal-year 2026 guidance, supported by continued demand in the evolving cybersecurity landscape, indicating positive growth momentum ahead.
View signal analysisFortinet's recent Q1 results exceeded expectations, with adjusted EPS of 82 cents and revenue of $1.85 billion, showcasing robust growth in both product and service segments. The company also raised its fiscal-year EPS and revenue outlook, a catalyst likely to sustain the stock's upward momentum.
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