On Nov 19, major Wall Street analysts update their ratings for $Fortinet (FTNT.US)$, with price targets ranging from $68 to $106.
Morgan Stanley analyst Hamza Fodderwala maintains with a buy rating, and adjusts the target price from $105 to $106.
BofA Securities analyst Tal Liani maintains with a buy rating, and sets the target price at $104.
Barclays analyst Saket Kalia maintains with a hold rating, and maintains the target price at $95.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and adjusts the target price from $90 to $105.
BMO Capital analyst Keith Bachman maintains with a hold rating, and adjusts the target price from $88 to $100.
Furthermore, according to the comprehensive report, the opinions of $Fortinet (FTNT.US)$'s main analysts recently are as follows:
Following a recent analyst day meeting, it was noted that the long-term guidance targets provided by management were supported by the approaching 2026 and 2027 firewall end-of-support cycle and enhanced traction for Unified SASE and Security Operations. Although there was no guidance given for 2025, which introduces some uncertainty regarding the extent of the forthcoming firewall refresh cycle, the three- to five-year targets presented are considered robust, suggesting potential for further upsides.
After attending Fortinet's in-person analyst day, analysts noted the company's emphasis on expanding its platform strategy encompassing Secure Networking, SASE, and SecOps. This strategic direction is mainly driven by the upcoming firewall refresh cycle. Although the mid-term targets align with previous expectations, there appears to be potential for exceeding these targets.
Fortinet's strategy and vision have been clearly defined, showcasing several intrinsic platform strengths that are crucial in leveraging the possibilities within a $284B market opportunity. Despite these factors, there are reservations due to the fact that Fortinet's growth drivers currently represent a minor portion of the overall business mix, coupled with risks linked to competitive pressures that could potentially impact growth and profitability.
The company's medium-term targets are believed to be reasonable, and there is optimism regarding Fortinet's increased investments in SASE/SecOps. Furthermore, there is significance in Fortinet's refresh opportunity projected for 2025, with the company's portfolio and common OS cited as offering competitive advantages, particularly for small and medium-sized organizations.
During its Analyst Day, it was communicated that the company has set new medium-term targets, which were slightly above market expectations. This indicates that the leading vendor in global firewall shipments is expected to continue gaining market share from traditional firewall vendors.
Here are the latest investment ratings and price targets for $Fortinet (FTNT.US)$ from 11 analysts:
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美東時間11月19日，多家華爾街大行更新了$飛塔信息 (FTNT.US)$的評級，目標價介於68美元至106美元。
摩根士丹利分析師Hamza Fodderwala維持買入評級，並將目標價從105美元上調至106美元。
美銀證券分析師Tal Liani維持買入評級，目標價104美元。
巴克萊銀行分析師Saket Kalia維持持有評級，維持目標價95美元。
TD Cowen分析師Shaul Eyal維持買入評級，並將目標價從90美元上調至105美元。
BMO資本市場分析師Keith Bachman維持持有評級，並將目標價從88美元上調至100美元。
此外，綜合報道，$飛塔信息 (FTNT.US)$近期主要分析師觀點如下：
在最近的分析師日會議上，注意到管理層提供的長期指導目標得到了即將到來的2026年和2027年防火牆支持結束週期以及統一SASE和安全運營增強吸引力的支持。儘管沒有針對2025年提供指導，這爲即將到來的防火牆刷新週期的程度帶來了一些不確定性，但所提出的三到五年目標被認爲是穩健的，暗示着進一步上升的潛力。
在參加飛塔信息的面對面分析師日後，分析師們注意到該公司強調擴展其涵蓋安全網絡、SASE和安全運營的策略。這個戰略方向主要是由即將到來的防火牆刷新週期推動的。儘管中期目標與先前的預期一致，但似乎有超越這些目標的潛力。
飛塔信息的策略和願景已被明確定義，展示了多個內在平台優勢，這在利用2840億市場機會的可能性中至關重要。儘管這些因素存在，但由於飛塔信息的增長驅動因素目前僅佔整體業務組合的一小部分，加上與競爭壓力相關的風險，可能會影響增長和盈利能力，因此仍存在一些顧慮。
公司的中期目標被認爲是合理的，並對飛塔信息在SASE/安全運營方面的投資增加抱有樂觀態度。此外，飛塔信息預計在2025年將有刷新機會，其組合和通用操作系統被認爲提供了競爭優勢，特別是對小型和中型組織。
在其分析師日上，公司傳達了已設定的新中期目標，這些目標略高於市場預期。這表明，全球防火牆出貨量的領先供應商預期將繼續從傳統防火牆供應商那裏獲得市場份額。
以下爲今日11位分析師對$飛塔信息 (FTNT.US)$的最新投資評級及目標價：
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