Sharemaestro company-news research for Fortinet, Inc. (F1TN34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

SAO Brazil Measured evidence

Company news sentiment

F1TN34 news sentiment

Fortinet, Inc.

Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.

Weighted tone54Neutral is 50
Balanced news tone 65/100 evidence confidence 100% direct company focus 5 current stories across 1 publishers
Latest weekly closeBRL 70.32week of 7 Aug 2026
Dominant catalystEarnings62/100 classification confidence
News data statusHealthy0 duplicate stories removed

Current company news

Balanced read

Balanced news tone is drawn from 5 fresh independent stories, including 5 company-specific items across 1 publishers.

Latest source headline Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock? finance.yahoo.com · 12 Aug 2026 14:58

What supports the read

Direct evidence

5 current stories are mapped specifically to F1TN34.

Narrative agreement

Cross-story agreement is 86/100, indicating a comparatively coherent tape.

What tempers the read

Source breadth

Only 1 publisher currently contribute to the measured read.

54/100
Weighted toneBalanced news tone
65/100
Evidence confidencesolid confidence
100%/100
Company focus5 direct stories
86/100
Evidence agreement14/100 dispersion

News history

Tone and story flow over 21 days

Daily weighted evidence
08 Aug: 2 stories10 Aug: 1 stories11 Aug: 1 stories12 Aug: 1 stories 08 Aug: tone 67, 2 stories10 Aug: tone 46, 1 stories11 Aug: tone 33, 1 stories12 Aug: tone 61, 1 stories 95505
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50

Evidence confidence

What supports the score

Measured separately from tone

Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.

Sample depth51
4.06 effective stories
Source breadth20
1 independent publishers
Direct relevance100
company-specific evidence share
Freshness69
recency-weighted evidence
Agreement86
cross-story consistency
Source independence0
lower publisher concentration

Price context

Sentiment against the 26-week price path

Balanced read

News tone and price action are not far from neutral.

13 Feb 2026: close 36.57, indexed 100.020 Feb 2026: close 35.03, indexed 95.827 Feb 2026: close 33.59, indexed 91.906 Mar 2026: close 37.49, indexed 102.513 Mar 2026: close 36.97, indexed 101.120 Mar 2026: close 36.17, indexed 98.927 Mar 2026: close 34.06, indexed 93.103 Apr 2026: close 35.57, indexed 97.310 Apr 2026: close 32.16, indexed 87.917 Apr 2026: close 34.23, indexed 93.624 Apr 2026: close 35.27, indexed 96.401 May 2026: close 35.0, indexed 95.708 May 2026: close 46.44, indexed 127.015 May 2026: close 51.75, indexed 141.522 May 2026: close 56.1, indexed 153.429 May 2026: close 57.47, indexed 157.105 Jun 2026: close 62.08, indexed 169.812 Jun 2026: close 61.6, indexed 168.419 Jun 2026: close 63.32, indexed 173.126 Jun 2026: close 65.78, indexed 179.903 Jul 2026: close 68.36, indexed 186.910 Jul 2026: close 66.86, indexed 182.817 Jul 2026: close 68.88, indexed 188.424 Jul 2026: close 64.62, indexed 176.731 Jul 2026: close 67.99, indexed 185.907 Aug 2026: close 70.32, indexed 192.3 20 Jun 2026: sentiment 5021 Jun 2026: sentiment 5022 Jun 2026: sentiment 5023 Jun 2026: sentiment 5024 Jun 2026: sentiment 5024 Jun 2026: sentiment 5024 Jun 2026: sentiment 5024 Jun 2026: sentiment 5025 Jun 2026: sentiment 5027 Jun 2026: sentiment 5028 Jun 2026: sentiment 5029 Jun 2026: sentiment 5030 Jun 2026: sentiment 5001 Jul 2026: sentiment 5002 Jul 2026: sentiment 5003 Jul 2026: sentiment 5003 Jul 2026: sentiment 5003 Jul 2026: sentiment 5006 Jul 2026: sentiment 5008 Jul 2026: sentiment 5009 Jul 2026: sentiment 5009 Jul 2026: sentiment 5009 Jul 2026: sentiment 5010 Jul 2026: sentiment 5013 Jul 2026: sentiment 5013 Jul 2026: sentiment 5014 Jul 2026: sentiment 5016 Jul 2026: sentiment 5017 Jul 2026: sentiment 5017 Jul 2026: sentiment 5019 Jul 2026: sentiment 5020 Jul 2026: sentiment 5021 Jul 2026: sentiment 5021 Jul 2026: sentiment 5023 Jul 2026: sentiment 5023 Jul 2026: sentiment 5023 Jul 2026: sentiment 5024 Jul 2026: sentiment 5024 Jul 2026: sentiment 5027 Jul 2026: sentiment 4229 Jul 2026: sentiment 4230 Jul 2026: sentiment 4231 Jul 2026: sentiment 4231 Jul 2026: sentiment 4203 Aug 2026: sentiment 5005 Aug 2026: sentiment 5011 Aug 2026: sentiment 52
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price+92.3%latest close 70.32
Sentiment change+2available snapshot window
One-week response+3.4%Price confirming higher
Fair-value position+85.0%Materially above fair value

News subjects

What is shaping the score

Earnings
Earnings542 stories · 40%
Macro sensitivity841 stories · 20%
Market update331 stories · 20%
Guidance611 stories · 20%

Source mix

Where the evidence comes from

0/100 independence
finance.yahoo.com575 stories · 100%

Recurring subjects

Subjects appearing most often

Current evidence
Cybersecurity4Guidance2Earnings2AI2Valuation1Technical Analysis1Tech1Share Price1Security1Sase1

Earlier readings

How the score has changed

50 is the neutral baseline
ConstructiveBalanced or withheldCautious

Source headlines

The news behind the score

Showing 1-5 of 5

Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.

#161Tone
finance.yahoo.comDirect company coverage

Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?

Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's security fabric, and the fundamentals underpinning that demand suggest the stock deserves a place in growth-oriented portfolios in the near term. Fortinet shares have gained 103.9% in the year-to-date period, outperforming the Zacks Security industry and the broader Computer and Tech

AIFirewallGuidanceSaseSecurity
Published
12 Aug 2026 14:58
Catalyst
Guidance
Evidence role
Direct company coverage
Duplicates
1 consolidated
#233Tone
finance.yahoo.comDirect company coverage

How Cybersecurity Has Become Critical Tech Battlefield

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks. Continue Reading

AICybersecurityTech
Published
11 Aug 2026 12:01
Catalyst
Market update
Evidence role
Direct company coverage
Duplicates
1 consolidated
#346Tone
finance.yahoo.comDirect company coverage

Is Zscaler's Discounted Valuation a Buying Opportunity or a Value Trap?

Zscaler Inc. ZS looks cheap compared with other cybersecurity stocks. The company currently trades at around 36.67 times forward earnings, well below the 116.72 times for the broader Zacks Security industry. The discount is even more noticeable compared with major cybersecurity peers like Fortinet, Inc. FTNT, Palo Alto Networks, Inc. PANW and CrowdStrike Holdings, Inc. CRWD. Fortinet trades at 43.81 times forward earnings, Palo Alto Networks at 88.42 times and CrowdStrike at 152.42 times. At first glance, this valuation gap may look like an opportunity to buy a high-quality cybersecurity stock

CybersecurityEarningsGrowthGrowth RateInfrastructure CostsRevenue Growth
Published
10 Aug 2026 13:16
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#459Tone
finance.yahoo.comDirect company coverage

Fortinet (FTNT) Lifted 2026 Guidance, Is The Stock Now Too Expensive?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fortinet (FTNT) drew fresh investor attention after reporting second quarter 2026 results and issuing new guidance, including a full year 2026 revenue outlook of US$8.02b to US$8.18b with 19% year over year growth. See our latest analysis for Fortinet. Fortinet's share price has climbed strongly over the year, with a 90 day share price return of 39.95% and a year to date share price return of 104.98%. The 1 year total shareholder return of 114.60% points t

AI InfrastructureCybersecurityEarningsGuidanceOvervaluedShare Price
Published
08 Aug 2026 20:10
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#584Tone
finance.yahoo.comDirect company coverage

Jim Cramer Favors Fortinet (FTNT) Alongside CrowdStrike (CRWD) and Palo Alto (PANW)

During the lightning round on the August 5 episode of CNBC's Mad Money, a caller asked a question regarding Fortinet, Inc. (NASDAQ:FTNT). and Cramer responded: Okay, we just had a little kind of a discussion. Fortinet's good, by the way. We had a little discussion about PaloAlto and about CrowdStrike. There's room for many, and Fortinet's in there, and they're doing a good job, and I like it. As Cramer pointed out, enterprise demand for digital protection is massive enough to support multiple market leaders without forcing a winner-take-all outcome. Defense Against Autonomous AI Hacks Drives C

CybersecurityHedge FundsTechnical AnalysisValuation
Published
08 Aug 2026 13:50
Catalyst
Macro sensitivity
Evidence role
Direct company coverage
Duplicates
1 consolidated

How the page works

How to read the score

Tone is directional

It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

Classification, not prediction

The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.

Evidence context