Added to YB: 2026-09-18
Pitch date: 2026-09-16
FTNT [bullish]
Fortinet, Inc.
Author Info
No bio for this author
Company Info
Fortinet, Inc. provides cybersecurity and convergence of networking and security solutions worldwide.
Market Cap
$126.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.98
P/E
60.91
EV/Sales
16.34
Sector
Software
Category
growth
Cybersecurity Has Entered a Phase of Structural Growth and Valuation Dispersion - Fortinet, Inc.
FTNT (quick overview): Fortinet is a cash-flow-led network-security platform that may offer relative defense within an expensive cybersecurity sector. Q2 2026 revenue rose 26% to $2.048B, billings increased 33% to $2.372B and free cash flow reached $966M, while the company raised its full-year 2026 revenue outlook to 19% year-over-year growth. The case depends on sustained billings and product-revenue momentum; weaker hardware demand, channel volatility and migration from appliance-centric architectures are key risks.
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