Armis and Fortinet expand partnership to strengthen cyber defenses

SAN FRANCISCO - Armis and Fortinet (NASDAQ:FTNT), a prominent cybersecurity player with a market capitalization of $66 billion and impressive gross profit margins of 81%, announced Tuesday an expanded partnership aimed at simplifying security programs and strengthening cyber resilience for organizations worldwide. According to InvestingPro data, Fortinet maintains strong financial health with a "GREAT" overall score.

The collaboration integrates Armis Centrix with the Fortinet Security Fabric through more than eight joint integrations, providing unified visibility and automated enforcement capabilities across digital environments.

The partnership combines Armis’ asset intelligence capabilities, which track over 6.5 billion device assets, with Fortinet’s security products including FortiGate, FortiNAC, FortiManager, FortiSOAR, FortiSIEM, FortiEDR, and FortiAnalyzer.

"Customers are tired of managing fragmented security tools that don’t talk to each other; they want best-in-class solutions that work together to solve complex, real-world problems head-on," said Nadir Izrael, Co-Founder and CTO of Armis, in a press release statement.

John Whittle, Chief Operating Officer of Fortinet, added that the expanded partnership will "give customers unified visibility and integrated defense across their growing digital attack surfaces."

The integration aims to help security teams identify connected assets, understand their risk profiles, and enforce appropriate policies. According to the companies, this approach allows organizations to make architectural improvements, automate security programs, and protect against threats across modern attack surfaces.

The combined solution addresses the challenge of simultaneously identifying assets and enforcing appropriate policies, rather than tackling these issues sequentially.

Armis is a privately held cyber exposure management and security company headquartered in California, while Fortinet is a publicly traded cybersecurity company that provides integrated security solutions.

In other recent news, Fortinet’s second-quarter 2025 results have been a focal point, with the company meeting revenue expectations and surpassing forecasts for earnings and billings. Despite these positive outcomes, Cantor Fitzgerald has maintained a Neutral rating with a price target of $87, highlighting solid product performance and billings growth, particularly in the large enterprise segment. However, slower subscription revenue growth and reduced services guidance have tempered the outlook. Freedom Broker has also adjusted its stance, lowering the price target to $100 from $115, while still recommending a Buy rating due to competitive pressures. In contrast, Morgan Stanley downgraded Fortinet from Equalweight to Underweight, expressing concerns about potential pressures on fiscal year 2026 and 2027 estimates if the anticipated firewall refresh cycle is smaller than expected. Erste Group also downgraded its rating to Hold from Buy, citing concerns over operating margins and future growth prospects, with revenue for the current year projected between $6.7 billion and $6.8 billion. In other developments, Fortinet’s security solutions have been deployed by Tepper Sports & Entertainment to enhance cybersecurity for the Carolina Panthers and Charlotte FC, aiming to protect sensitive data across multiple facilities and a mobile workforce.

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