Stock Library / FTNT

FTNT Technology Latest YouTube: Q2 2026 Published 2026-07-30

Fortinet, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

Fortinet (FTNT): Product Revenue Just Grew 52% — And That’s Exactly the Problem

Published 2026-07-30

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Library coverage

Episodes tracked

2

Episodes linked

2

Latest video

Q2 2026

2026-07-30

Podcast available

Yes

Current price

$153.51

+2.21 (+1.46%)

Trailing / Forward P/E

54.44x

Forward: 40.83x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

25.6%

Earnings: 43.9%

Margins

33.6% op

Gross: 80.2% · Net: 28.2%

Balance sheet

1.28x current

Debt / Equity: 36.2

52-week range / Beta

$73.55 - $172.09

Beta: 1.06

Analyst target

$160.86

Upside: 4.8%

Cash / shareholder return

2.01% FCF yield

Dividend yield: —

Company context

Industry: Software - Infrastructure

Country: United States

Employees: —

Price to book: 72.62x

Return on equity: 117.4%

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; wireless local area network solutions; and secure connectivity solutions. In addition, the company offers the Fortinet Unified Secure Access Service Edge solutions that include firewall, software-defined wide-area network, secure web gateway, cloud access services broker, data loss prevention, and zero trust network access; and web application firewalls, cloud network security with virtualized firewalls, cloud-native firewalls, cloud-native application protection, and code security. Further, it provides AI-driven security operation solutions, which include a suite of cybersecurity solutions, as well as FortiEDR, FortiXDR, FortiNDR, FortiSandbox, FortiDeceptor, FortiDLP, and FortiRecon. Additionally, the company offers FortiGuard Labs, a cybersecurity threat intelligence and research organization; FortiGuard and Other Security Services, a suite of AI-powered security capabilities that consists of FortiGuard application, content, device, NOC/SOC, and web security services; and FortiCare technical support services. Fortinet, Inc. was incorporated in 2000 and is headquartered in Sunnyvale, California.

Price chart

Market context for FTNT

Competitive view

FTNT vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Fortinet, Inc. latest YouTube video thumbnail

Fortinet, Inc.

FTNT

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

FTNT

$112.63B

Fortinet, Inc.

INTC

$476.12B

Intel Corporation

MSFT

$3.59T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

FTNT

54.4x

Fortinet, Inc.

INTC

—

Intel Corporation

MSFT

26.9x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

FTNT

40.8x

Fortinet, Inc.

INTC

44.1x

Intel Corporation

MSFT

20.5x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

FTNT

25.6%

Fortinet, Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

FTNT

43.9%

Fortinet, Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

FTNT

33.6%

Fortinet, Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

FTNT

80.2%

Fortinet, Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

FTNT

28.2%

Fortinet, Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

FTNT

117.4%

Fortinet, Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

FTNT

2.0%

Fortinet, Inc.

INTC

1.0%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

FTNT

36.19x

Fortinet, Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

FTNT

1.28x

Fortinet, Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

FTNT

1.06

Fortinet, Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

FTNT

—

Fortinet, Inc.

INTC

—

Intel Corporation

MSFT

0.8%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

FTNT

4.8%

Fortinet, Inc.

INTC

27.5%

Intel Corporation

MSFT

17.8%

Microsoft Corp.

Related research

Non-quarter videos featuring FTNT

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-07-30

Fortinet product revenue grew 52% — and that's the problem #FTNT

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

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Episode timeline

Episode archive for FTNT

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-07-30

Published youtube podcast complete

Fortinet (FTNT): Product Revenue Just Grew 52% — And That’s Exactly the Problem

Quarterly earnings-analysis entry for Fortinet, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-05-07

Published youtube podcast complete

FTNT Stock: EPS Beats by 32% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for Fortinet, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music