Stocks / Technology Hardware
FTNTTechnology Hardware
Fortinet, Inc.
$172.001d -0.3%5d +8.3%settled close · 2026-09-17
Mkt cap $61B (4/10)β 1.0052w $75–173Shares 739.9MInd. Computer Peripheral Equipment, NecNasdaq since 2009Emp. 15,109HQ Sunnyvale, CAfortinet.com
The tape, with the calls on it
Who said what, and what FTNT did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about FTNT
3 longlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Bought Fortinet when its share price stumbled post-COVID as the inflated WFH-security growth rate normalised… |
| 2026-03-17 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Physical hardware network security appliances remain integral to enterprise security architecture, making the… |
| 2026-01-15 | Terry SmithFounder & CIO, Fundsmith | Bullish | Seth Klarman | Post-COVID growth normalisation from 40% to 10% caused an excessive share price halving, creating a buying… |
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Earnings
Next report: 3 Nov 2026 after the close
Confirmed date · consensus EPS 0.87. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where FTNT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-02 | ||||||
| 2026-08-27 | ||||||
| 2026-05-14 | ||||||
| 2026-05-07 | ||||||
| 2026-05-06 | ||||||
| 2026-05-01 | ||||||
| 2026-04-20 | ||||||
| 2026-04-01 | ||||||
| 2026-03-26 | ||||||
| 2026-03-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
FTNT is in this morning’s Brief.
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