FTNT

Cequence Security appointed Russ Schafer, former EVP of Marketing at Fortinet, as Chief Marketing Officer. The appointment follows a record quarter and major customer wins including NTT DOCOMO.

The company is expanding its AI security solutions to protect against AI agent threats, including new products like Agent Trust and AI Gateway. Cequence processes over 10 billion API calls daily and protects 4 billion user accounts.

Fortinet (FTNT) gained 1.83% to $174.05 in the latest session, outperforming the S&P 500's 0.58% gain. The network security company is scheduled to report earnings on October 28, 2026, with expectations for EPS of $0.86 (up 16.22% YoY) and revenue of $2.06 billion (up 19.55% YoY). Fortinet holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 49.59, in line with its industry average.

IMCG, a passively managed ETF tracking mid-cap growth stocks, offers broad exposure to the mid-cap growth segment with low costs (0.06% expense ratio) and strong year-to-date performance of 17.88%. The fund holds 263 companies with top holdings including Snowflake, Fortinet, and Cloudflare, and received a Zacks ETF Rank of 2 (Buy). Comparable alternatives include IWP and VOT with similar strategies but larger asset bases.

Fortinet (FTNT) is recommended as a growth stock with a Zacks Growth Score of A and Zacks Rank #2 (Buy). The company demonstrates strong earnings growth of 24.9% expected this year, efficient asset utilization with an S/TA ratio of 0.74 versus industry average of 0.46, and positive earnings estimate revisions. Sales are projected to grow 19.4% this year, outpacing the industry average of 18.3%.

Fortinet (FTNT) closed at $181.91, down 1.16% in the latest session, but has gained 7.15% over the past month, outperforming the broader market. The network security company is expected to report earnings on October 28, 2026, with projected EPS of $0.86 (up 16.22% YoY) and revenue of $2.06 billion (up 19.58% YoY). Fortinet holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 53.4, trading at a slight discount to its industry average.

Fortinet stock fell 2.9% on Wednesday following reports that OpenAI is in preliminary talks to acquire Trail of Bits, a cybersecurity and security research company. The news sparked investor concerns that OpenAI may be entering the cybersecurity market as a potential competitor. However, analysts note investors may be getting ahead of themselves, drawing parallels to previous SaaS stock concerns that proved overblown.

Fortinet (FTNT) is featured as a #2 (Buy) ranked stock with a VGM Score of B and Growth Style Score of A, forecasting 25% year-over-year earnings growth. The company has seen upward earnings estimate revisions and maintains a strong average earnings surprise of +20.3%, making it a recommended pick for growth-focused investors.

Fortinet (FTNT) and Cloudflare (NET) are both cybersecurity leaders, but FTNT presents a more attractive investment opportunity. FTNT's SASE Firewall business grew 34% to over $2 billion in Q2 2026 with strong adoption rates, while NET faces gross margin pressure from increased infrastructure costs driven by higher paid traffic and AI workloads. FTNT trades at a significantly lower valuation (15.77X forward sales vs. NET's 34.93X), offering better value and downside protection.

Fortinet achieved record non-GAAP operating margins of 38% in Q2 2026 with strong free cash flow of $966M, raising full-year margin and EPS guidance. However, the stock trades at a premium valuation (P/E of 51.81) and faces headwinds from product-mix pressure and rising component costs. While margins outpace competitors, challenges warrant monitoring.

Zscaler faces a growth slowdown with FY27 revenue expected to increase only 17% compared to 25% in FY26. However, the company's AI security products show promise, with Security for AI bookings surging over 50% sequentially in Q4.

The key question is whether AI security offerings can generate sufficient revenue to offset the broader growth deceleration. Competitors Palo Alto Networks and Fortinet are also capitalizing on strong AI security demand.

Fortinet (FTNT) closed at $194.75, up 2.99%, outperforming the S&P 500. The network security company has gained 19.04% over the past month.

Upcoming Q3 2026 earnings (October 28) are expected to show EPS of $0.86 (+16.22% YoY) and revenue of $2.06 billion (+19.44% YoY). The company holds a Zacks Rank #2 (Buy) with a Forward P/E of 54.87, trading at a discount to its industry average.

Fortinet (FTNT) and Ambiq Micro (AMBQ) are significantly outperforming the Computer and Technology sector year-to-date, with FTNT gaining 138.1% and AMBQ gaining 106.7% compared to the sector average of 23.2%. Both stocks hold Zacks Rank #2 (Buy) ratings with improving analyst sentiment and positive earnings outlooks.

Fortinet (FTNT) is highlighted as a strong momentum pick with a Zacks Rank #2 (Buy) rating and Momentum Style Score of B. The network security company has demonstrated strong performance, gaining 118.92% over the past year compared to the S&P 500's 17.19%, with positive earnings estimate revisions in recent months supporting its bullish outlook.

Zscaler (ZS) shares surged 45.1% in three months, outperforming peers like Fortinet, CrowdStrike, and Palo Alto Networks. The rally is supported by strong Q4 FY26 results with 24.9% revenue growth and AI security bookings up 50% sequentially.

However, revenue growth is expected to slow to 17% in FY27, capital spending is rising, and free cash flow margins are declining. The stock trades at a reasonable 8.60x forward P/S ratio, but existing shareholders should hold while new investors should wait for a better entry point.

CrowdStrike (CRWD) has surged 34.1% in three months, driven by strong AI security demand and Falcon Flex adoption. However, the stock's premium valuation (41.29X P/S ratio) and decelerating revenue growth (from 35% to 22%) raise concerns. Intensifying competition from Palo Alto Networks, Fortinet, and Qualys, combined with slowing sales momentum, make the stock less attractive despite strong fundamentals.

Fortinet (FTNT), a cybersecurity leader, has been identified as a #2 (Buy) on the Zacks Rank with a VGM Score of B. The stock has gained 20.4% over the past four weeks, with two analysts revising earnings estimates upward for fiscal 2026. The Zacks Consensus Estimate increased to $3.45 per share, and the company boasts an average earnings surprise of +20.3%.

In a comparison of two leading cybersecurity stocks, Fortinet is rated more attractive than CrowdStrike despite both hitting 52-week highs. While CrowdStrike shows stronger growth momentum with 26% revenue growth and record net new ARR, its valuation has become stretched at 200X forward earnings. Fortinet, trading at 55X forward earnings with positive earnings estimate revisions and robust free cash flow, offers a better risk-reward profile at current levels.

CrowdStrike and Fortinet have both hit 52-week highs amid strong cybersecurity demand. While CrowdStrike offers stronger growth with 26% revenue increases and accelerating ARR, its valuation is extremely stretched at 200X forward earnings with stagnant EPS revisions.

Fortinet combines positive EPS revisions, accelerating fundamentals, and robust free cash flow while trading at a more reasonable 55X forward earnings. Fortinet receives a Zacks Rank #2 (Buy) while CrowdStrike receives a Rank #5 (Strong Sell), making Fortinet the more attractive investment at current levels.

Analysis identifies five stocks with strong potential to deliver earnings surprises based on positive Earnings ESP, high Zacks Rank ratings, and consistent surprise history. e.l.f. Beauty, IMAX, Cracker Barrel Old Country Store, Fortinet, and Valero Energy meet screening criteria including average EPS surprises ranging from 20% to 228% over the past four quarters.

The Motley Fool compares two cybersecurity companies, Fortinet and Palo Alto Networks, to determine which is the better investment. The article highlights that there is one big difference between these two companies currently, though the specific details of the comparison are not fully provided in the available text.