Truist Financial analyst Junaid Siddiqui maintains $Fortinet (FTNT.US)$ with a buy rating, and adjusts the target price from $85 to $105.
According to TipRanks data, the analyst has a success rate of 82.6% and a total average return of 33.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Fortinet (FTNT.US)$'s main analysts recently are as follows:
Following Fortinet's management long-term guidance at an analyst day meeting, it's noted that the 2026 and 2027 firewall end-of-support cycle and the enhanced engagement for Unified SASE and Security Operations are key factors underpinning future prospects. No guidance was proffered for 2025, leading to some uncertainty surrounding the scale of the imminent firewall refresh cycle. Nonetheless, the three- to five-year guidance figures were considered solid, indicating potential for future growth.
Following an in-person analyst day, excitement surrounds Fortinet's broad platform strategy which spans Secure Networking, SASE, and SecOps, energized further by the impending firewall refresh cycle. While the mid-term targets presented were largely anticipated, there appears to be potential for surpassing these expectations.
The company's vision and strategy were clearly presented during its analyst day, highlighting multiple intrinsic platform advantages in exploiting technology convergence to capitalize on a substantial market opportunity. However, there's an observation that the company's growth drivers currently represent a minor portion of the overall mix. Additionally, there's a continual risk that competitive pressures could impede growth and affect profit margins.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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儲億銀行分析師Junaid Siddiqui維持$飛塔信息 (FTNT.US)$買入評級，並將目標價從85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82.6%，總平均回報率為33.9%。
此外，綜合報道，$飛塔信息 (FTNT.US)$近期主要分析師觀點如下：
根據飛塔信息公司在分析師日會上提供的長期指導方針，值得注意的是2026年和2027年防火牆支持週期結束以及統一SASE和安全運營的增強參與是支撐未來前景的關鍵因素。未針對2025年提供指導，導致對即將到來的防火牆更新週期規模的不確定性。不過，三至五年的指導數據被認爲是穩固的，表明未來增長潛力。
在一次分析師日活動之後，飛塔信息公司的廣泛平台策略備受關注，涵蓋安全網絡、SASE和安全運營，而即將到來的防火牆更新週期更進一步激發了人們的熱情。儘管中期目標預期有限，但似乎有超越這些預期的潛力。
在公司的分析師日上，其願景和策略得到了清晰的闡述，突顯出利用技術融合來利用巨大市場機會的多重內在平台優勢。然而，觀察到公司增長驅動因素目前只佔整體組合的一小部分。此外，存在持續的競爭壓力可能會阻礙增長並影響利潤率。
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