Fortinet Stock Price, News & Analysis

Fortinet (NASDAQ: FTNT) has announced major enhancements to its FortiRecon platform, aligning it with the continuous threat exposure management (CTEM) framework. The upgraded platform introduces expanded internal attack surface monitoring, adversary-centric dark web intelligence, and security orchestration in a unified solution.

Key improvements include enhanced attack surface management with NVD severity ratings, advanced adversary-centric intelligence with bulk IOC downloads, strengthened brand protection features, and automated security orchestration capabilities. The platform integrates with Fortinet's AI-Driven SOC platform across the five CTEM framework pillars: scoping, discovery, prioritization, validation, and mobilization.

Notably, Fortinet was recognized as an Overall Leader in the KuppingerCole Leadership Compass for Attack Surface Management 2025, highlighting FortiRecon's operational readiness and broad integration capabilities.

Fortinet (NASDAQ:FTNT) reported strong Q2 2025 financial results, with revenue growing 14% year-over-year to $1.63 billion and billings increasing 15% to $1.78 billion. The cybersecurity leader demonstrated robust growth in key segments, with Unified SASE ARR up 22% and Security Operations ARR rising 35% year-over-year.

The company maintained strong profitability with a GAAP operating margin of 28% and non-GAAP operating margin of 33%. Following these results, Fortinet raised its 2025 full-year billings guidance midpoint by $100 million. For Q3 2025, the company expects revenue between $1.67-1.73 billion and billings of $1.76-1.84 billion.

Fortinet (NASDAQ: FTNT) has announced a significant expansion of its FortiCloud global infrastructure with three new security-native services. The company introduced FortiIdentity for cloud-delivered identity management, and two beta services: FortiDrive for secure storage and FortiConnect for protected communications.

The expansion is supported by Fortinet's global hybrid-cloud infrastructure, including company-owned data centers in seven strategic locations and over 160 points of presence (POPs) through providers like Google Cloud, AWS, and Digital Realty. The new services are fully integrated into the Fortinet Security Fabric, offering centralized visibility, consistent policy enforcement, and real-time threat protection.

Fortinet (NASDAQ: FTNT) announced that its Fabric-Ready Technology Alliance Partner Program has achieved a significant milestone, surpassing 3,000 integrations across more than 400 technology partners. The program, which has grown 36x since its inception in 2015, addresses the challenges faced by modern enterprises managing multiple security solutions, with 68% of organizations operating between 10-49 security tools.

The program's ecosystem includes notable partners such as Armis, CrowdStrike, Digital Realty, Equinix, Megaport, Qualcomm, and ServiceNow. Key benefits include broad visibility of security risks, simplified operations through automated security policies, enhanced incident response with real-time threat intelligence sharing, and rapid deployment through pre-validated integrations.

Fortinet (NASDAQ: FTNT) has announced significant enhancements to its FortiOS operating system to protect against quantum computing threats. The latest FortiOS 7.6 update introduces quantum-safe features for FortiGate next-generation firewall and Fortinet Secure SD-WAN customers at no additional cost.

Key features include post-quantum cryptography (PQC) with NIST-approved algorithms, quantum key distribution (QKD) for secure encryption key exchange, and algorithm stacking for enhanced security. The system also offers a hybrid mode for gradual transition to post-quantum security and an improved user interface for easier management of quantum-safe settings.

This proactive approach aims to protect organizations from emerging threats like harvest-now, decrypt-later (HNDL) attacks, particularly targeting industries handling sensitive long-term data such as telecommunications, financial services, government, and healthcare.

Fortinet (NASDAQ: FTNT) announced the passing of William H. "Bill" Neukom, a distinguished Board of Directors member who served since 2013. As Fortinet's first general counsel and former Microsoft executive, Neukom made significant contributions to the company's growth and the technology industry at large.

The Board of Directors expressed deep sadness at his passing, highlighting his extraordinary vision, intellect, and dedication to corporate integrity. Beyond Fortinet, Neukom was known for founding the World Justice Project, a global nonprofit focused on promoting the rule of law.

Fortinet (NASDAQ: FTNT) has achieved a significant milestone by being recognized as a Leader in the 2025 Gartner Magic Quadrant for SASE Platforms. The company also ranked #1 in the Secure Branch Network Modernization use case in the Gartner Critical Capabilities for SASE Platforms report.

The company's Unified SASE platform, built on FortiOS, features over 160 points-of-presence (PoPs) and integrates secure SD-WAN, universal ZTNA, and AI-powered threat protection. This recognition follows Fortinet's position as a Leader in the 2024 Gartner Magic Quadrant for SD-WAN for the fifth consecutive year.

Fortinet is positioning itself in a market projected to exceed $28.5 billion by 2028, focusing on hybrid work security, branch modernization, and data sovereignty requirements. The company remains the only vendor recognized as a Customers' Choice across all core SASE components.

Fortinet (NASDAQ: FTNT) has released its global 2025 State of Operational Technology and Cybersecurity Report, revealing significant shifts in OT security responsibility and maturity. The report highlights that 52% of organizations now assign OT security to CISO/CSO, up from 16% in 2022, while 95% of organizations report C-suite responsibility for OT security, compared to 41% in 2022.

Key findings show improved OT security maturity, with 26% of organizations achieving basic Level 1 security, up from 20% last year. Organizations with higher security maturity reported fewer attacks and better handling of threats. The impact of intrusions has declined, with operational outages affecting revenue dropping from 52% to 42%. The study also revealed a trend toward vendor consolidation, with 78% of organizations now using only 1-4 OT vendors.

Fortinet (NASDAQ: FTNT), a global cybersecurity leader, has scheduled its Q2 2025 earnings conference call for Wednesday, August 6, at 1:30 p.m. PT (4:30 p.m. ET). The call will be available in listen-only mode through the company's investor relations website.

Investors can access the CEO and CFO's prepared remarks, supplemental slides, and call replay through Fortinet's Quarterly Earnings page. Participants are advised to join 10 minutes before the event start time.