FTNT — Fortinet Inc

Technology · Software - Infrastructure · AI software & cloud infrastructure

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, which converges secure connectivity, endpoint protection, and capabilities into a single agent; and OT Security, which protect the engineered systems that underpin infrastructure and supply chains. It also provides secure networking solutions that focus on the convergence of networking and security; network firewall solutions comprising FortiGate data centers, hyperscale, and distributed firewalls;

AI software & cloud infrastructure

These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Fortinet Inc is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.

Key data · delayed ~15 min, as of 8 July 2026

Valuation read

What the price implies: a reverse-DCF on forward earnings ($3.43/sh) backs out roughly ~17%/yr earnings growth — moderate expectations. Run your own scenario in the fair-value calculator.

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