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Fortinet Jumps After Blowout Q1 and Raised Guidance

Record free cash flow signals durable demand.

Overview

  • Fortinet shares rose about 15% after the company beat forecasts and lifted its outlook, with analysts boosting price targets.
  • The company reported $1.85 billion in revenue and $0.82 in adjusted earnings per share, both topping analyst estimates.
  • Billings climbed 31% to $2.09 billion, a leading indicator that points to stronger revenue in future quarters.
  • Product revenue increased 41% to $645 million, while services revenue reached $1.20 billion.
  • Management guided second-quarter revenue to $1.83 billion to $1.93 billion with adjusted EPS of $0.72 to $0.76 and raised full-year targets.