M&A·자금조달호재
Fortinet Hits 52-Week High Amid AI Security Demand영어 원문
Multiple sources confirm new high; AI security theme boosts cybersecurity stocks
첫날 -2.9% · 현재까지 +3.0%
기업호재
FTNT Hits 52-Week High; Secures Stanford Sponsorship, Analyst Accolades영어 원문
Technical strength, partner momentum, and a Stanford sponsorship drive multiple-source coverage
첫날 -3.9% · 5일 후 -5.8%
이전 이벤트 14건›
실적호재
Fortinet raises 2026 guidance on firewall demand, AI and silicon advances영어 원문
Guidance hike signals stronger firewall refresh cycle and AI/silicon-driven demand
첫날 -0.6% · 5일 후 -5.0%
기타
Fortinet Options IV Declines; Technical Squeeze Setup Emerges영어 원문
Falling option IV and multi-timeframe squeeze setups suggest converging expectations with breakout potential
첫날 -2.4% · 5일 후 +3.3%
애널리스트호재
Multiple Analysts Raise PTs on Fortinet, Up to $185영어 원문
Zacks names it a top pick; Cramer says it's doing a good job, reinforcing post-earnings optimism
첫날 +0.7% · 5일 후 +3.8%
›전개 과정 2회
- 2026-07-30 Cantor Fitzgerald raised PT to $185, Truist to $183, both with Buy, reflecting strong quarter.
- 2026-08-06 Zacks names it a top pick; Cramer says it's doing a good job, reinforcing post-earnings optimism
내부자 매도악재
내부자 매도 2680만 달러 (내부자 2명)
첫날 +0.8% · 5일 후 +0.6%
실적호재
Fortinet Q2 beats, raises FY guidance영어 원문
Post-earnings rally; focus on AI security demand and execution
첫날 +0.7% · 5일 후 +3.8%
›전개 과정 3회
- 2026-07-30 Revenue up 26%, EPS beat, FY guidance raised, stock surges
- 2026-07-31 Q2 revenue $2.05B beat, EPS $0.90, product revenue +52% YoY on AI/SASE, FY26 guidance raised to $8.02-8.18B.
- 2026-07-31 Post-earnings rally; focus on AI security demand and execution
실적
실적 발표
첫날 +2.2% · 5일 후 +7.1%
8-K 공시
8-K: 실적 공시
첫날 +2.2% · 5일 후 +7.1%
실적
Fortinet to Report Q2 Earnings Next Week영어 원문
American Capital sold ~96.8k shares, new FortiGate products launched, Q2 results due
첫날 +0.0% · 5일 후 +7.1%
›전개 과정 4회
- 2026-07-25 Multiple sources confirm FTNT's Q2 earnings next week; focus on key metrics.
- 2026-07-26 Multiple independent sources confirm earnings date, raising market attention
- 2026-07-27 BofA raises PT to $200, JPM cites AI-driven security spending cycle ahead of earnings
- 2026-07-28 American Capital sold ~96.8k shares, new FortiGate products launched, Q2 results due
M&A·자금조달
Q1 Institutional Moves: Alamar New Stake, Assetmark Cuts 76.5%영어 원문
Assetmark's Q1 stake cut aligns with prior event; no new facts.
첫날 +0.5% · 5일 후 +6.3%
›전개 과정 2회
- 2026-07-24 Two firms' opposite Q1 moves show divergence, routine SEC filings.
- 2026-07-24 Assetmark's Q1 stake cut aligns with prior event; no new facts.
기업호재
Fortinet tops screens with high scores, post-earnings strength영어 원문
Jefferies flags need for product revenue acceleration; earnings due July 29.
첫날 +2.0% · 5일 후 -0.2%
›전개 과정 5회
- 2026-07-13 Multiple sources confirm top fundamental score and 45% post-earnings run
- 2026-07-14 Multiple independent traders on Jul 13-14 noted FTNT showing relative strength amid market pullback, corroborating its strong performance
- 2026-07-15 Multiple sources confirm FTNT hit 52-week high amid persistent cybersecurity strength, extending post-earnings rally.
- 2026-07-15 Zacks upgrades to Strong Buy, Mizuho raises PT to $125, reflecting optimism on earnings.
- 2026-07-23 Jefferies flags need for product revenue acceleration; earnings due July 29.
기업호재
Fortinet, Intel Partner on SP6 Security Processor영어 원문
Strategic collaboration to develop next-gen SP6 security processor using Intel's design, packaging and manufacturing capabilities
첫날 -1.9% · 5일 후 -1.2%
애널리스트호재
Morgan Stanley: 투자의견 상향 → Equal Weight
첫날 -1.4% · 5일 후 -5.1%
기업호재
Rising Cybersecurity Demand Benefits Fortinet Amid AI and Threat Concerns영어 원문
Multiple sources cite AI infrastructure spending and global threats boosting cybersecurity demand, with Fortinet as a beneficiary.
첫날 -2.3% · 5일 후 -5.7%
애널리스트악재
HSBC: 투자의견 하향 → Reduce
첫날 -1.2% · 5일 후 +2.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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