Fortinet Stock Price, News & Analysis

Fortinet (FTNT) announced enhancements to FortiCNAPP on January 27, 2026 that unify network security posture, native Data Security Posture Management (DSPM), and runtime validation into a single cloud-risk workflow.

The update adds network-aware risk scoring that factors FortiGate protection into workload exposure, in-place DSPM for data sensitivity and access visibility without moving data, and runtime-informed prioritization to distinguish theoretical from active risk, aiming to reduce alert noise and speed remediation across hybrid and multi-cloud environments.

Fortinet (NASDAQ:FTNT) will participate in the World Economic Forum Annual Meeting in Davos-Klosters, Switzerland, from Jan 19–23, 2026. Derek Manky, Chief Security Strategist and Global VP of Threat Intelligence, will speak on Jan 20, 11:00–11:45 CET about incentivizing intelligence sharing, accountability, and deterrence to disrupt the growing cybercrime ecosystem. Panelists include leaders from EC3, Cyber Threat Alliance, and Crime Stoppers International. Fortinet highlighted its Cybercrime Bounty program and involvement with the forum’s Centre for Cybersecurity, Cybercrime Atlas, and other global threat‑intelligence initiatives. The session notes estimated annual cybercrime losses exceeding $11 trillion and the rise of AI‑enabled threats.

Fortinet (NASDAQ: FTNT) will announce its fourth quarter and full year 2025 financial results and hold a conference call on Thursday, February 5, 2026 at 1:30 p.m. PT / 4:30 p.m. ET.

The live listen-only broadcast will be available on the company's investor relations site at http://investor.fortinet.com. CEO and CFO prepared remarks, supplemental slides, and a call replay will be posted on the Quarterly Earnings page at https://investor.fortinet.com/quarterly-earnings. Participants are recommended to join at least 10 minutes before the start time.

Fortinet (NASDAQ: FTNT) and Arista Networks announced a joint Secure AI Data Center solution on December 17, 2025, deployed at Monolithic Power Systems (MPS).

The validated, multivendor blueprint pairs Arista ultra‑low‑latency networking with Fortinet ASIC‑accelerated firewalls and zero‑trust segmentation to secure and accelerate AI training and inference. Key technical claims include up to 33x HTTPS/TLS performance via Fortinet ASIC offload, sub‑single‑microsecond latency, and deployments up to 80% faster through zero‑touch provisioning. The joint architecture targets reduced networking contention, higher tokens‑per‑second, tighter tail latencies, and unified management for scalable AI infrastructure.

Fortinet (NASDAQ: FTNT) and NVIDIA announced an integrated solution on Dec. 16, 2025 that runs Fortinet's FortiGate VM directly on NVIDIA BlueField-3 data processing units (DPU).

The integration embeds firewalling, segmentation, and zero-trust controls into the data center fabric to offload security from host CPUs, reduce latency, improve isolation for AI and private-cloud workloads, and simplify policy enforcement. The solution is supported starting with FortiOS 7.6.3 and includes validated deployment guidance using Open vSwitch and VXLAN. Target users include cloud service providers, telco edge, and enterprise private clouds; customers should contact Fortinet sales for validated hardware configurations and deployment guides.

Fortinet (NASDAQ:FTNT) released its 2025 Global Cybersecurity Skills Gap Report highlighting rising breaches, AI adoption, and training shortfalls.

Key findings: 86% of organizations experienced at least one breach in 2024; 52% said cyber incidents cost them over $1M; 97% are using or plan to use AI-enabled security; but 48% cite lack of AI expertise and certification funding fell from 89% to 73%. Fortinet pledged to train 1 million people in cybersecurity globally by end of 2026 and promotes AI-focused modules and Security Awareness Training to address skills gaps.

Fortinet (NASDAQ: FTNT) and Crime Stoppers International launched a global Cybercrime Bounty program on Nov 18, 2025 to incentivize anonymous reporting of cybercriminal activity worldwide.

The program pairs CSI’s anonymous reporting infrastructure with Fortinet’s threat intelligence to validate, analyze, and route actionable reports to law enforcement, aiming to accelerate intelligence sharing, coordinated response, and measurable disruption of organized cybercrime.

The initiative builds on Fortinet’s public‑private collaboration work and the World Economic Forum Cybercrime Atlas, and is presented as a scalable effort to strengthen national and economic security by increasing accountability and deterrence.

Fortinet (NASDAQ: FTNT) released a Forrester Total Economic Impact study showing organizations that deployed Fortinet Secure LAN Edge achieved a 308% ROI with payback in less than six months. The composite model reported $13.1M in three-year benefits versus $3.2M in costs, yielding an NPV of $9.9M. Key quantified outcomes included a 50% increase in NetOps efficiency, 60% reduction in breach risk from external attacks, 70 hours of unplanned downtime recovered over three years, and 20% lower networking and security technology costs.

Fortinet (Nasdaq: FTNT) reported third quarter 2025 results: revenue $1.72B (+14% YoY), product revenue $559.3M (+18% YoY), and billings $1.81B (+14% YoY). The company recorded a GAAP operating margin of 32% and a Non-GAAP operating margin of 37%, both quarterly records. FortiSASE billings grew >100% YoY. Management provided Q4 2025 revenue guidance of $1.825B–$1.885B and full-year 2025 revenue guidance of $6.720B–$6.780B, with diluted non-GAAP EPS guidance of $0.73–$0.75 for Q4. Balance sheet highlights include total assets $9.36B and stockholders’ equity $735.1M. A conference call and investor webcasts were scheduled for Nov 5, 2025.