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    Fortinet’s New AI Data Center Security Push Might Change The Case For Investing In Fortinet (FTNT)

    Simply Wall St·12/25/2025 04:54:11
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    • Earlier this month, Fortinet announced new AI-focused security offerings, including a Secure AI Data Center solution with Arista Networks and a FortiGate VM integration on NVIDIA’s BlueField-3 DPU to secure high-performance AI and private cloud workloads without sacrificing throughput.
    • Together, these moves push Fortinet deeper into the AI infrastructure stack, positioning its ASIC-driven and fabric-based security as a core building block for zero-trust, multivendor AI data centers.
    • Next, we’ll examine how Fortinet’s hardware-accelerated AI data center security blueprint could influence its investment narrative and future growth assumptions.

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    Fortinet Investment Narrative Recap

    To own Fortinet, you need to believe it can turn its firewall-installed base and ASIC advantage into durable, recurring security and AI infrastructure revenue, even after the current hardware refresh cycle fades. The new AI data center offerings reinforce that story but do not fundamentally change the near term catalyst around execution in SASE and AI-driven services, nor the key risk that growth slows once today’s upgrade wave rolls off if newer products do not scale fast enough.

    The FortiGate VM integration on NVIDIA’s BlueField-3 DPU looks especially relevant here, because it shows Fortinet pushing its firewall, zero trust and inspection capabilities directly into high performance AI and private cloud stacks where throughput is critical. If this kind of hardware-accelerated, infrastructure-embedded security wins meaningful adoption, it could help offset any eventual moderation in appliance-driven growth by deepening Fortinet’s role in AI-first architectures and expanding its service and subscription layers.

    Yet, while AI momentum is encouraging, investors should be aware that once the 2026 firewall refresh cohorts are largely upgraded...

    Read the full narrative on Fortinet (it's free!)

    Fortinet's narrative projects $9.2 billion revenue and $2.4 billion earnings by 2028. This requires 13.1% yearly revenue growth and about a $0.5 billion earnings increase from $1.9 billion today.

    Uncover how Fortinet's forecasts yield a $87.04 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    FTNT 1-Year Stock Price Chart
    FTNT 1-Year Stock Price Chart

    Simply Wall St Community members place Fortinet’s fair value between US$82.99 and US$110.39 across 26 separate views, showing wide dispersion in expectations. Against that backdrop, the current firewall refresh tailwind and the risk of post cycle product growth deceleration make it especially important to compare several of these perspectives before forming a view on Fortinet’s longer term performance path.

    Explore 26 other fair value estimates on Fortinet - why the stock might be worth just $82.99!

    Build Your Own Fortinet Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Fortinet research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Fortinet research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fortinet's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.