Fortinet Stock Price, News & Analysis

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.

Fortinet (NASDAQ: FTNT) on Nov 05, 2025 launched the Secure AI Data Center solution, an end-to-end framework to protect AI infrastructure, applications, and large language models (LLMs).

The company introduced the FortiGate 3800G firewall powered by NP7 and SP5 ASICs and 400 GbE connectivity, claiming hyperscale throughput and an average 69% reduction in power consumption versus traditional approaches. Published specs include 800 Gbps firewall throughput, 210 Gbps IPsec, 200 Gbps threat protection, and 200M concurrent sessions. The release emphasizes model-level defenses, PQC/QKD quantum-safe features, and unified management via the Fortinet Security Fabric.

Fortinet (NASDAQ: FTNT) announced it will participate in the World Economic Forum Annual Meeting on Cybersecurity in Dubai, October 14–16, 2025.

Fortinet leaders Derek Manky and CISO Dr. Carl Windsor will join panels, including "Scaling Disruption: The Next Chapter in Cybercrime Collaboration" on October 14 at 11:00 GST. The company highlighted its five‑year engagement with the forum and contributions to initiatives such as the Partnership Against Cybercrime, the Cybercrime Atlas, the Strategic Cybersecurity Talent Framework, and the AI and Cyber Initiative.

Cybercrime Atlas contributors shared over 10,000 community‑vetted actionable data points in its first year and supported two cross‑border disruption efforts.

Armis and Fortinet (NASDAQ: FTNT) expanded a strategic partnership on October 7, 2025 to integrate Armis Centrix™ with the Fortinet Security Fabric and FortiOS.

The collaboration features 8+ joint integrations, leverages Armis’ Asset Intelligence Engine (tracking 6.5 billion device assets), and connects with Fortinet products including FortiGate, FortiNAC, FortiManager, FortiSOAR, FortiSIEM, FortiEDR, and FortiAnalyzer to deliver unified visibility, real-time risk context, enrichment, and automated enforcement.

The stated goal is to simplify security programs, eliminate blind spots, automate policy enforcement at scale, and strengthen cyber resilience for global organizations.