Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$118.0B
734M shares
52-week range
$73.55 – $172.09
93% from low
Sector
COMPUTER PERIPHERAL EQUIPMENT, NEC
Exchange
NASDAQ
CS
Fortinet is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, zero-trust access, and security operations. The firm derives a majority of its revenue through sales of its subscriptions and support-based business. The California-based firm has more than 800,000 customers across the world.
www.fortinet.comNo one on the platform currently holds FTNT.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 267,384 | $21.2M |
| Renaissance Technologiesas of 2026-03-31 | 61,394 | $5.0M |
| Execution date | Ratio |
|---|---|
| 2022-06-23 | 5-for-1 |
| 2011-06-02 | 2-for-1 |
No one on the platform has traded FTNT yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $8.1B | +19.8% | $3.42 | $3.37–$3.70 | 48.2× | 21 |
| 2027 | $9.0B | +11.3% | $3.74 | $3.27–$4.14 | 44.1× | 25 |
| 2028 | $10.0B | +10.9% | $4.24 | $3.61–$5.38 | 38.9× | 9 |
| 2029 | $11.4B | +14.5% | $3.55 | $3.37–$3.80 | 46.5× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.75 | $0.90 | +20.6% |
| 2026-05-06 | $0.62 | $0.82 | +32.5% |
| 2026-02-05 | $0.74 | $0.81 | +9.0% |
| 2025-11-05 | $0.63 | $0.74 | +17.3% |
| 2025-08-06 | $0.59 | $0.64 | +8.5% |
| 2025-05-07 | $0.53 | $0.58 | +9.2% |
| 2025-02-06 | $0.60 | $0.74 | +23.3% |
| 2024-11-07 | $0.52 |
| $0.63 |
| +21.2% |
| $77.2B |
| — |
| MSTRStrategy Inc | $97.10 | +2.39% | $32.1B | — |
| SNPSSynopsys, Inc. | $411.75 | -0.14% | $78.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Software just went flat YTD in terms of overall % gain. And that was the rotation rally people including myself have been talking about since hardware stonks (including semis) went bonkers. It came after semis dumped. But too little too late. Some of the big movers internally within $IGV looked juiced as well. $PANW $CRWD $FTNT Some laggards could offer more upside but I'd rather just play those at an individual level based on disparity between software areas
View on StockTwits ↗$FTNT what about the lawsuit? Will it have effect on stock price?
View on StockTwits ↗Is Cybersecurity the Next AI-Level Boom? $PANW: MC $296.6B | Trailing P/E 351.8x | Fwd P/E 92.8x | PEG 6.12 $CRWD : MC $209.3B | Fwd P/E 164x | EV/EBITDA over 3,200x $FTNT: MC $117.8B | Trailing P/E ~59x | Massive 132% ROE $RBRK: MC $14.7B | TTM Rev $1.42B (+48% YoY) | Still burning $289M Are they priced for perfection or is this just the beginning of a super-cycle? The next sector deep-dive is dropping soon. Head to my profile to see the full watchlist.
View on StockTwits ↗NASDAQ 100 Stocks That Have More Than Doubled in 2026 🚀 (Part 3) The list keeps getting more interesting: $NBIS +125% 🟢 $AMAT +110% 🟢 $FTNT +101% 🟢 $ALAB +101% 🟢 What stands out is the mix of AI infrastructure, semiconductors and cybersecurity. I’m less interested in chasing the biggest percentage gain and more focused on which names are still showing strong structure and relative strength. My latest watchlist and market thoughts are updated. Check my profile for the newest ideas I’m tracking.
View on StockTwits ↗Here are the NASDAQ-100 stocks that have more than doubled in 2026: $AMAT +110% $FTNT +101% $ALAB +101% The pattern is hard to ignore. Memory, semiconductors, AI infrastructure, networking, optics, and data-center technology dominate the list. The bigger question now: Which companies become the next members of the 2X club? I’m watching where AI spending, earnings growth, capacity expansion, and capital rotation are moving next. The biggest winners often start becoming obvious only after the move has already happened. Follow my profile and check my homepage for the next high-conviction ideas and market opportunities before they become crowded. NFA. DYOR.
View on StockTwits ↗$PBR $PBR.A $LOW $FTNT $BP Petrobras benefits from strong offshore production, Lowe's leads home improvement retail, Fortinet expands cybersecurity solutions, and BP balances traditional and renewable energy investments.
View on StockTwits ↗THE S&P 500 HAS ANOTHER 100%+ CLUB These stocks have officially more than doubled so far this year: $AMAT → +109.8% $COHR → +105.4% $FTNT → +101.0% $FLEX → +100.8% $MRNA → +100.6% From semiconductors and AI infrastructure to cybersecurity and biotech, the 100%+ club keeps expanding. Which one still has room to run? Welcome to my personal webpage for the latest trading ideas, strategies, and market insights.
View on StockTwits ↗$FTNT $APP $SNOW $MO $HWM Fortinet benefits from cybersecurity spending, AppLovin continues using AI to improve advertising monetization, Snowflake expands cloud data and AI workloads, Altria generates strong cash flow from nicotine alternatives, and Howmet benefits from aerospace demand. I'm watching enterprise adoption and margins.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.