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 $284B market opportunity. Despite these strengths, the growth drivers addressed are still only a small segment of the overall business composition, and there continues to be a risk that competitive pressures could affect growth and margins.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
韋德布什分析師Daniel Ives維持$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：
飛塔信息管理層已概述了長期指導目標，這些目標受2026年和2027年防火牆結束支持週期的推動，以及統一SASE和安防-半導體的增強吸引力。雖然沒有提供2025年的指導，但這個遺漏引入了一些關於預期防火牆更新週期的潛在不確定性。然而，三到五年的指導目標被描述爲穩健，展現了進一步增長的潛力。
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，所有這些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與預期基本一致，但仍被認爲有可能超出這些目標。
飛塔信息的策略和願景在其分析師日活動中得到了有效展示，突出了該公司獨特的平台優勢，這些優勢有助於利用科技融合，以把握2800億的市場機會。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組成的一小部分，並且競爭壓力可能會影響增長和利潤的風險仍然存在。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
