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.
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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：
根據飛塔信息在分析師日會議上給予的長期指導，2026年和2027年的防火牆結束支持週期以及對統一SASE和安防-半導體運營的增強參與是支撐未來前景的關鍵因素。對於2025年的指導並未提供，導致對即將到來的防火牆更新週期的規模存在一些不確定性。儘管如此，三到五年的指導數字被認爲是紮實的，表明未來增長的潛力。
在一次面對面的分析師日活動後，圍繞飛塔信息廣泛的平台策略產生了興奮感，該策略涵蓋了安全網絡、SASE和SecOps，並因即將到來的防火牆更新週期而更加激勵。雖然中期目標的提出在很大程度上是預期之中的，但似乎有超越這些預期的潛力。
公司的願景和策略在其分析師日會上得到了清晰的展示，強調了在利用科技融合以抓住重要市場機遇方面的多個內在平台優勢。然而，有觀察到公司目前的增長驅動因素在整體組合中佔據的比例較小。此外，競爭壓力可能會持續存在，阻礙增長並影響利潤率。
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