On Nov 19, major Wall Street analysts update their ratings for $Fortinet (FTNT.US)$, with price targets ranging from $68 to $106.
Morgan Stanley analyst Hamza Fodderwala maintains with a buy rating, and adjusts the target price from $105 to $106.
BofA Securities analyst Tal Liani maintains with a buy rating, and sets the target price at $104.
Barclays analyst Saket Kalia maintains with a hold rating, and maintains the target price at $95.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and adjusts the target price from $90 to $105.
BMO Capital analyst Keith Bachman maintains with a hold rating, and adjusts the target price from $88 to $100.
Furthermore, according to the comprehensive report, the opinions of $Fortinet (FTNT.US)$'s main analysts recently are as follows:
Following a recent analyst day meeting, it was noted that the long-term guidance targets provided by management were supported by the approaching 2026 and 2027 firewall end-of-support cycle and enhanced traction for Unified SASE and Security Operations. Although there was no guidance given for 2025, which introduces some uncertainty regarding the extent of the forthcoming firewall refresh cycle, the three- to five-year targets presented are considered robust, suggesting potential for further upsides.
After attending Fortinet's in-person analyst day, analysts noted the company's emphasis on expanding its platform strategy encompassing Secure Networking, SASE, and SecOps. This strategic direction is mainly driven by the upcoming firewall refresh cycle. Although the mid-term targets align with previous expectations, there appears to be potential for exceeding these targets.
Fortinet's strategy and vision have been clearly defined, showcasing several intrinsic platform strengths that are crucial in leveraging the possibilities within a $284B market opportunity. Despite these factors, there are reservations due to the fact that Fortinet's growth drivers currently represent a minor portion of the overall business mix, coupled with risks linked to competitive pressures that could potentially impact growth and profitability.
The company's medium-term targets are believed to be reasonable, and there is optimism regarding Fortinet's increased investments in SASE/SecOps. Furthermore, there is significance in Fortinet's refresh opportunity projected for 2025, with the company's portfolio and common OS cited as offering competitive advantages, particularly for small and medium-sized organizations.
During its Analyst Day, it was communicated that the company has set new medium-term targets, which were slightly above market expectations. This indicates that the leading vendor in global firewall shipments is expected to continue gaining market share from traditional firewall vendors.
Here are the latest investment ratings and price targets for $Fortinet (FTNT.US)$ from 11 analysts:
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美东时间11月19日，多家华尔街大行更新了$飞塔信息 (FTNT.US)$的评级，目标价介于68美元至106美元。
摩根士丹利分析师Hamza Fodderwala维持买入评级，并将目标价从105美元上调至106美元。
美银证券分析师Tal Liani维持买入评级，目标价104美元。
巴克莱银行分析师Saket Kalia维持持有评级，维持目标价95美元。
TD Cowen分析师Shaul Eyal维持买入评级，并将目标价从90美元上调至105美元。
BMO资本市场分析师Keith Bachman维持持有评级，并将目标价从88美元上调至100美元。
此外，综合报道，$飞塔信息 (FTNT.US)$近期主要分析师观点如下：
在最近的分析师会议上，注意到管理层提供的长期指导目标得到了2026年和2027年防火墙支持周期的支持，统一的SASE和安全运营方面也有了增强的推动力。尽管没有给出2025年的指导，这引发了一些关于即将到来的防火墙更新周期力度的不确定性，但所提出的三到五年目标被认为是强劲的，暗示着进一步的上行潜力。
在参加飞塔信息的亲自分析师日后，分析师们注意到公司着重扩大其平台战略，囊括安全网络、SASE和安全运营。这一战略方向主要受即将到来的防火墙更新周期的推动。尽管中期目标与先前预期一致，但似乎有超越这些目标的潜力。
飞塔信息的战略和愿景已经得到明确界定，展示了数项内在平台优势，这些优势对利用2840亿美元市场机会至关重要。尽管存在这些因素，但由于飞塔信息的增长驱动因素目前在整体业务组合中占比较小，再加上与竞争压力相关的风险，可能会影响增长和盈利能力，因此人们还是持有保留意见。
公司的中期目标被认为是合理的，人们对飞塔信息在SASE/安全运营方面增加投资表示乐观。此外，飞塔信息预计2025年的更新机会很重要，公司的产品组合和通用操作系统被认为提供了竞争优势，尤其是对中小型机构来说。
在分析师日期间，公司宣布了设定略高于市场预期的新中期目标。这表明，作为全球防火墙发货量领先的供应商，预计将继续从传统防火墙供应商那里获得市场份额。
以下为今日11位分析师对$飞塔信息 (FTNT.US)$的最新投资评级及目标价：
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