Recent discussions on X about Fortinet (FTNT) have centered around the cybersecurity giant's stock performance and its position in the competitive landscape. Many users have highlighted the company's strong financial metrics, such as high return on invested capital and significant net income, which have fueled optimism among some investors. However, there are also concerns about recent stock price declines, with some attributing this to broader market dynamics and competitor pressures.
Additionally, posts on X have pointed to Fortinet's ongoing relevance in the cybersecurity sector, especially amid rising threats to operational technology as noted in the company's own reports. There's a palpable interest in how upcoming earnings and industry trends might impact the stock, with several users debating its long-term growth potential against peers. The conversation reflects a mix of confidence in Fortinet's fundamentals and caution over near-term challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Fortinet Congressional Stock Trading
Members of Congress have traded $FTNT stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $FTNT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Fortinet Insider Trading Activity
Fortinet insiders have traded $FTNT stock on the open market 31 times in the past 6 months. Of those trades, 2 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $FTNT stock by insiders over the last 6 months:
- KEN XIE (PRESIDENT & CEO) has made 0 purchases and 13 sales selling 409,909 shares for an estimated $41,673,802.
- MICHAEL XIE (VP, ENGINEERING & CTO) has made 0 purchases and 7 sales selling 330,330 shares for an estimated $32,455,790.
- KEITH JENSEN (Chief Financial Officer) has made 0 purchases and 6 sales selling 41,160 shares for an estimated $4,596,626.
- KENNETH A GOLDMAN has made 0 purchases and 2 sales selling 3,000 shares for an estimated $299,320.
- CHRISTIANE OHLGART (Chief Financial Officer) sold 1,164 shares for an estimated $121,883
- WILLIAM H. NEUKOM has made 2 purchases buying 663 shares for an estimated $69,789 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Fortinet Hedge Fund Activity
We have seen 692 institutional investors add shares of Fortinet stock to their portfolio, and 568 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 6,292,564 shares (-93.1%) from their portfolio in Q1 2025, for an estimated $605,722,210
- VANGUARD GROUP INC added 3,546,934 shares (+5.2%) to their portfolio in Q1 2025, for an estimated $341,427,866
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,463,766 shares (-30.9%) from their portfolio in Q1 2025, for an estimated $333,422,115
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,495,357 shares (+12560.9%) to their portfolio in Q1 2025, for an estimated $240,203,064
- BLACKROCK, INC. added 1,985,703 shares (+3.5%) to their portfolio in Q1 2025, for an estimated $191,143,770
- GAMMA INVESTING LLC removed 1,904,854 shares (-98.8%) from their portfolio in Q2 2025, for an estimated $201,381,164
- D. E. SHAW & CO., INC. removed 1,797,545 shares (-41.1%) from their portfolio in Q1 2025, for an estimated $173,031,681
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Fortinet Analyst Ratings
Wall Street analysts have issued reports on $FTNT in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 07/28/2025
- Keybanc issued a "Overweight" rating on 05/08/2025
- Wedbush issued a "Outperform" rating on 05/08/2025
- Scotiabank issued a "Sector Outperform" rating on 05/08/2025
- Morgan Stanley issued a "Overweight" rating on 04/16/2025
- Truist Securities issued a "Buy" rating on 02/07/2025
- Mizuho issued a "Underperform" rating on 02/07/2025
To track analyst ratings and price targets for Fortinet, check out Quiver Quantitative's $FTNT forecast page.
Fortinet Price Targets
Multiple analysts have issued price targets for $FTNT recently. We have seen 22 analysts offer price targets for $FTNT in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Catharine Trebnick from Rosenblatt set a target price of $125.0 on 07/28/2025
- Andrew Nowinski from Wells Fargo set a target price of $110.0 on 07/28/2025
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $110.0 on 07/16/2025
- Saket Kalia from Barclays set a target price of $110.0 on 07/14/2025
- Patrick Colville from Scotiabank set a target price of $115.0 on 05/08/2025
- Daniel Ives from Wedbush set a target price of $120.0 on 05/08/2025
- Dan Bergstrom from RBC Capital set a target price of $105.0 on 05/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
