Fortinet's stock surged 5.16% in after-hours trading on Thursday, driven by the company's better-than-expected fourth-quarter financial results and optimistic guidance for the coming year.

The cybersecurity leader reported adjusted earnings per share of $0.81 for Q4 2025, surpassing analyst estimates of $0.74, while revenue reached $1.91 billion, exceeding the $1.86 billion consensus forecast. The company also announced a $1.0 billion expansion of its share repurchase program, signaling confidence in its financial position and commitment to returning value to shareholders.

Fortinet's strong performance was attributed to robust demand for its cybersecurity services amid growing online threats, with the company forecasting full-year 2026 revenue between $7.50 billion and $7.70 billion, above Wall Street expectations. The positive outlook reflects continued enterprise spending on digital infrastructure protection as artificial intelligence introduces new cybersecurity challenges.