Fortinet, Inc. FTNT

Fortinet, Inc. ofrece soluciones de ciberseguridad. La empresa proporciona soluciones de ciberseguridad a una variedad de organizaciones, incluidas empresas, proveedores de servicios de comunicación, organizaciones gubernamentales y pequeñas empresas. Sus dispositivos de seguridad de red son gestionados por su sistema operativo de red FortiOS. Su cartera de seguridad en la nube también incluye la protección de aplicaciones, como correo electrónico y web. Sus ofertas de seguridad en la nube están disponibles para implementación en entornos de nube pública y privada, incluidos Amazon Web Services, Microsoft Azure, Google Cloud, Oracle Cloud, Alibaba Cloud, IBM Cloud y VMWare Cloud. También ofrece un sistema de prevención de intrusiones (IPS) gestionado y reglas de firewall de aplicaciones web (WAF) entregadas por FortiGuard Labs como un servicio adicional a las ofertas de seguridad nativas ofrecidas por Amazon Web Services. Sus soluciones de seguridad en la nube pública y privada, incluidas las soluciones virtuales y alojadas, cubren las capacidades de la plataforma Fortinet Security Fabric.

FTNT hizo una división de acciones (split) de 5:1 el 23 de junio de 2022: cada acción se convirtió en 5. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• GlobeNewswire Inc. 2 oct

  Fortinet to Announce Third Quarter 2026 Financial Results

  Fortinet announced it will hold a conference call on October 28, 2026, at 1:30 p.m. Pacific Time to discuss its third quarter 2026 financial results. The call will be broadcast live on the company's investor relations website.

  

• Zacks Investment Research 1 oct

  PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?

  Palo Alto Networks (PANW) demonstrates strong momentum with XSIAM ARR exceeding $700M (up 70% y/y) and Prisma AIRS reaching $100M ARR in record time, driven by enterprise AI security demand. However, declining gross margins due to SaaS scaling and rising commodity costs, combined with a premium 22.37X forward P/S valuation, warrant caution. The stock receives a Hold rating despite solid long-term growth prospects.

  

• Zacks Investment Research 1 oct

  Here's How Much a $1000 Investment in Fortinet Made 10 Years Ago Would Be Worth Today

  A $1,000 investment in Fortinet (FTNT) made in October 2016 would be worth $24,202.55 as of October 1, 2026, representing a 2,320% gain. This significantly outperforms the S&P 500's 252.89% return over the same period. Fortinet, a cybersecurity leader, reported strong 2Q'26 results with 26% revenue growth and raised full-year 2026 guidance to $8.02-$8.18 billion. However, the company faces competitive pressures and macroeconomic headwinds.

  

• Zacks Investment Research 30 sept

  Is Fortinet (FTNT) a Solid Growth Stock? 3 Reasons to Think "Yes"

  Fortinet (FTNT) is highlighted as an attractive growth stock with a Zacks Rank #2 (Buy) rating and Growth Score of A. The company demonstrates strong fundamentals including 24.1% projected EPS growth (vs. 12.2% industry average), efficient asset utilization with an S/TA ratio of 0.74 (vs. 0.46 industry average), and positive earnings estimate revisions. Sales are expected to grow 19.4% this year, positioning the stock well for potential outperformance.

  

• Zacks Investment Research 29 sept

  Can AI Infrastructure Demand Boost PANW's Network Security Growth?

  Palo Alto Networks (PANW) is capitalizing on growing demand for network security as companies expand AI infrastructure. The company secured multiple seven-figure bookings from sovereigns, neoclouds, and frontier AI labs in fiscal 2026. Agentic traffic on PANW's SASE platform surged 9x over nine months, while Network & AI Security revenues grew 17% to $8.35 billion. Competitors Fortinet and Zscaler are also benefiting from similar AI-driven security demand trends.