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Price · 1Y
$152.37
Thesis
Fortinet sells FortiGate firewalls and integrates its products through the Security Fabric architecture. It builds custom silicon for its appliances and offers a broad network security portfolio.
Catalysts
- FortiGate firewall refresh cycles
- Security Fabric integration uptake
- Custom ASIC performance advantage
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- May 6Financial resultsSEC
Fortinet filed 8-K (items 2.02, 9.01) disclosing financial results on 2026-05-06.