Scotiabank analyst Patrick Colville maintains $Fortinet (FTNT.US)$ with a buy rating, and adjusts the target price from $85 to $110.
According to TipRanks data, the analyst has a success rate of 51.6% and a total average return of 1.1% 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.
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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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豐業銀行分析師Patrick Colville維持$飛塔信息 (FTNT.US)$買入評級，並將目標價從85美元上調至110美元。
根據TipRanks數據顯示，該分析師近一年總勝率為51.6%，總平均回報率為1.1%。
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Fortinet在分析師日會議上提出的管理層長期指導，據指出，2026年和2027年的防火牆終止支持週期以及統一SASE和安全運營參與度的增強是支撐未來前景的關鍵因素。沒有爲2025年提供任何指導，這給即將到來的防火牆更新週期的規模帶來了一些不確定性。儘管如此，三到五年的指導數字被認爲是穩健的，表明了未來增長的潛力。
在面對面的分析師日之後，Fortinet的廣泛平台戰略令人興奮，該戰略涵蓋安全網絡、SASE和SecOps，而即將到來的防火牆更新週期進一步推動了這一戰略。儘管提出的中期目標在很大程度上是預料之中的，但似乎有可能超越這些預期。
該公司的願景和戰略在分析師日期間得到了明確的介紹，重點介紹了利用技術融合利用大量市場機會方面的多種內在平台優勢。但是，據觀察，該公司的增長驅動力目前只佔整體結構的一小部分。此外，競爭壓力持續存在阻礙增長和影響利潤率的風險。
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