FTNT — Fortinet Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Fortinet Inc

Fortinet, Inc. provides cybersecurity and convergence of networking and security solutions worldwide. The company offers FortiOS, a unified operating system designed to address cybersecurity threats; FortiASIC application-specific integrated circuit (ASIC)-based security processing units; FortiCloud, a private cloud software as a service platform; FortiAI, which provides a dual-layered defense across the Fortinet Security Fabric; FortiEndpoint, w… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$127.93
Market Cap$94.85B
Float617.6M
Shares Outstanding732.6M
P/E (Forward)43.86
P/E (TTM)50.18
Price/Sales (TTM)13.34
vs. Analyst Target-16.2% to analyst PT
Profit Margin27.49%
Operating Margin (TTM)31.28%
Revenue (TTM)$7.11B
Earnings Growth (YoY)28.60%
Dividend RateNone
Analyst Target Price$107.17 (45 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.59B $489M $2.02B $611M
2021 $3.34B $607M $2.56B $728M
2022 $4.42B $857M $3.33B $1.08B
2023 $5.30B $1.15B $4.07B $1.24B
2024 $5.96B $1.75B $4.80B $2.20B
2025 $6.80B $1.85B $5.50B $2.46B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.63B $440M
Sep 2025 $1.72B $474M
Dec 2025 $1.91B $506M
Mar 2026 $1.85B $535M

Ownership & Float

Insider Ownership17.4%
Institutional Ownership72.6%
Short Float3.1%
% of All Funds Holding15.06%
Number of Funds Holding1,238

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$98.86Near-term / short-term trend
Weekly40-Week SMA$86.12Medium-term trend
Weekly80-Week SMA$92.32Cyclical trend (business cycle)
Weekly200-Week SMA$74.30Secular trend (multi-year)
Monthly10-Month SMA$86.41Near-term monthly trend
Monthly20-Month SMA$92.43Medium-term monthly trend
Monthly40-Month SMA$78.58Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$76.00 support 1.20x 7 months ago
$59.00 support 1.03x 20 months ago

Historical Earnings Reactions (67 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.65% 2.38% 58.21% 20.31% -23.07%
1 Day 1.17% 2.72% 56.72% 25.30% -25.07%
1 Week 1.88% 2.26% 59.70% 35.48% -26.03%
2 Weeks 2.33% 2.64% 55.22% 43.92% -24.55%
1 Month 2.62% 3.74% 54.55% 34.56% -34.50%

Next earnings: August 5, 2026 (69 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.2%70.6%17
Feb7.7%82.4%17
Mar2.0%58.8%17
Apr0.7%64.7%17
May1.3%62.5%16
Jun2.8%68.8%16
Jul3.1%68.8%16
Aug1.6%50.0%16
Sep-0.4%50.0%16
Oct2.5%56.3%16
Nov2.4%56.3%16
Dec2.4%58.8%17

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.09% 54.2% 777
Tuesday 0.14% 50.6% 855
Wednesday 0.16% 53.3% 851
Thursday 0.16% 54.2% 836
Friday 0.16% 55.1% 833

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 72.6%

Insider Transactions — Smart Summary

Total insider ownership: 17.4%

Founder-led management: Ken Xie (Founder, Chairman of the Board, and Chief Executive Officer), Michael Xie (Founder, President, and Chief Technology Officer)

12-Month Insider Activity Summary

Total Filings19
Net Value-$114M
Net Shares Change-466,034
% of Float-0.1%
C-Suite Filings17
Clusters Detected4

Key Insiders

NameTitleNet ValueFilingsActivity
Xie Michael VP, ENGINEERING and CTO -$71.3M 2 N/A
Xie Ken PRESIDENT and CEO -$26.8M 3 N/A
Whittle John CHIEF OPERATING OFFICER -$14.4M 1 N/A
Ohlgart Christiane Chief Financial Officer -$377,629.79 3 N/A
Hsieh Ming -$2,374.224 1 1 buy, 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-05 – 2025-08-05 3 3 -$61.2M 3 C-suite
2025-11-04 – 2025-11-04 3 3 -$12.5M 3 C-suite
2026-02-03 – 2026-02-17 3 3 -$24.1M 2 C-suite
2026-05-05 – 2026-05-15 6 3 -$1.9M 6 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-17 Hsieh Ming -$2,374.224 Transaction at $39.68, now +222.4%
2026-05-05 Ohlgart Christiane Chief Financial Officer -$203,778.38 Transaction at $88.00, now +45.4%
2026-02-03 Ohlgart Christiane Chief Financial Officer -$142,911.41 Transaction at $81.00, now +57.9%
2026-05-22 Whittle John CHIEF OPERATING OFFICER -$14.4M Transaction at $79.16, now +61.6%
2025-08-05 Xie Michael VP, ENGINEERING and CTO -$47.3M Transaction at $97.92, now +30.6%
2026-02-03 Xie Michael VP, ENGINEERING and CTO -$24.0M Transaction at $59.23, now +116.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Fortinet Inc (FTNT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for FTNT on Trend Edge →