Wedbush analyst Daniel Ives maintains $Fortinet (FTNT.US)$ with a buy rating, and adjusts the target price from $78 to $105.
According to TipRanks data, the analyst has a success rate of 53.7% and a total average return of 4.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Fortinet (FTNT.US)$'s main analysts recently are as follows:
Management at Fortinet has outlined long-term guidance targets, which are bolstered by the 2026 and 2027 firewall end-of-support cycle, as well as enhanced traction for Unified SASE and Security Operations. Although there was no guidance provided for 2025, this omission introduces some uncertainty regarding the extent of the anticipated firewall refresh cycle. Nevertheless, the three- to five-year guidance targets are described as solid, presenting potential for further growth.
Following an in-person analyst day, there are highlights on the broader platform strategy spanning Secure Networking, SASE, and SecOps, all driven by the impending firewall refresh cycle. Although the mid-term targets align largely with expectations, there is perceived potential for exceeding these targets.
Fortinet's strategy and vision were effectively presented at their analyst day, highlighting the firm's distinct platform advantages that aid in leveraging technology convergence to capitalize on a significant $284B market opportunity. Despite these strengths, the growth drivers addressed are still only a small segment of the overall business composition, and there continues to be a risk that competitive pressures could affect growth and margins.
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韋德布什分析師Daniel Ives維持$飛塔信息 (FTNT.US)$買入評級，並將目標價從78美元上調至105美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.7%，總平均回報率為4.5%。
此外，綜合報道，$飛塔信息 (FTNT.US)$近期主要分析師觀點如下：
飛塔信息管理層已 outlined 長期指導目標，這些目標得到 2026 和 2027 防火牆停支持週期的支持，以及統一 SASE 和安防運營的增強吸引力。儘管2025年沒有提供指導，但這一遺漏帶來了一些關於預期防火牆更新週期的程度的不確定性。儘管如此，三到五年的指導目標被描述爲穩健，呈現出進一步增長的潛力。
在一次面對面的分析師日活動後，強調了涵蓋安全網絡、SASE 和 SecOps 的更廣泛平台策略，這一切都受到即將到來的防火牆更新週期的推動。儘管中期目標在很大程度上符合預期，但人們認爲有超越這些目標的潛力。
飛塔信息的策略和願景在他們的分析師日活動中得到了有效展示，強調了公司獨特的平台優勢，這些優勢有助於利用科技融合來把握2840億美金的市場機會。儘管這些優勢存在，但所提到的增長驅動因素仍然只是整體業務構成的一小部分，並且競爭壓力可能會影響增長和利潤的風險依然存在。
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