Fortinet (FTNT) 2025 Conference June 03, 2025 12:20 PM ET Speaker0 I wanted to get your perspective. Yeah. Yeah. Speaker1 I would say cybersecurity is a very resilient market. The threat actors are not going away. And so far, we don't see any impact on our business from the volatility that that you hear about and and the expectations that j GDP might go down. Yeah. So we are very confident that we are not gonna be impacted, and so far we don't see signs. Yeah. Can any, when you discuss with your customers, ...

公司评级与投资机会 - Fortinet(FTNT)近期获Zacks评级上调至2级(买入) 主要反映盈利预期的上升趋势 这是影响股价的最强动力之一 [1] - Zacks评级体系完全基于公司盈利预期的变化 通过跟踪卖方分析师对当前及下一财年EPS预测的共识值(Zacks共识预期)进行评估 [1] - 盈利预期的变化被证实与股价短期波动高度相关 因机构投资者使用盈利预期计算股票公允价值 其大规模买卖行为直接影响股价 [4] 盈利预期调整情况 - 截至2025年12月的财年 Fortinet预计每股收益2.47美元 较上年增长4.2% [8] - 过去三个月内 公司Zacks共识预期已上调2% 显示分析师持续调高盈利预测 [8] - 盈利预期上升及评级上调表明公司基本面改善 投资者对该趋势的认可可能推动股价上涨 [5] Zacks评级体系特征 - 该体系将4000多只股票分为5个等级 仅有前5%股票获"强力买入"评级 接下来15%获"买入"评级 [9] - 位列前20%的股票(如Fortinet当前2级评级)具有优异的盈利预期修正特征 通常能在短期内跑赢市场 [10] - 历史数据显示 1988年以来Zacks1级股票年均回报率达25% 体系具有经外部审计的优异记录 [7] 方法论优势 - 相比华尔街分析师主观性较强的评级体系 Zacks系统完全量化盈利预期变化 更适合个人投资者决策 [2] - 实证研究表明跟踪盈利预期修正趋势进行投资决策能获得显著回报 Zacks评级有效利用了该规律 [6] - 评级上调本质上是对公司盈利前景的积极评价 可能对股价产生有利影响 [3]

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Fortinet (FTNT) shares have gained 10.6% in the year-to-date (YTD) period, outperforming the Zacks Computer and Technology sector and the S&P 500 index’s decline of 1.7% and 0.4%, respectively.FTNT’s outperformance can be attributed to strong execution across key growth areas like SASE, AI-driven security operations and OT security. Record margins, robust free cash flow and rising enterprise adoption have reinforced investor confidence, positioning Fortinet as a resilient, high-growth player in an otherwise ...

NEPTUNE, N.J., May 29, 2025 (GLOBE NEWSWIRE) -- Spectrotel, a leading provider of Managed Network Services, today announced that it has achieved Expert-level partner status within Fortinet’s Engage Partner Program. This designation demonstrates Spectrotel’s commitment to leveraging Fortinet’s Security Fabric to deliver integrated, secure, and intelligent solutions that meet the complex needs of today’s businesses. The achievement also highlights Spectrotel’s investment in certifying its technical experts to ...

Fortinet, Inc. (NASDAQ: FTNT ) is a growing cybersecurity hardware and appliance company known for its Secure Access Service Edge (SASE) offerings. FTNT is likely to be volatile in the short term due to shifts in the hardwareI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

Fortinet recognized in 11 Gartner® Magic Quadrant™ reports, including for Single-Vendor SASE, SD-WAN, and Security Service Edge, and we believe these recognitions highlight the strength of the Fortinet Security Fabric platformSUNNYVALE, Calif., May 23, 2025 (GLOBE NEWSWIRE) -- News Summary Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced it has been recognized as a Challenger in the Gartner® Magic Quadrant™ for Security Service E ...

Okta (OKTA) and Fortinet (FTNT) are both major players in the field of cybersecurity. While OKTA focuses on identity and access management, providing cloud-based solutions that help businesses safeguard user data, Fortinet is a well-known provider of network security appliances and a Unified Threat Management network solution.The global security market is expected to benefit from growing usage of generative AI, machine learning and the cloud. Gartner expects global end-user spending on information security ...

Fortinet (FTNT) and Cisco Sytems (CSCO) are well-established players in the network security market. Both offer enterprise-grade cybersecurity solutions and network infrastructure, with Fortinet focused purely on security and Cisco blending security with broader networking products.Per the Mordor Intelligence report, the network security market size is estimated at $24.95 billion in 2025. It is expected to witness a CAGR of 11.47% over the forecast period 2025-2030, reaching $42.93 billion by 2030. Both FTN ...

Fortinet's Q1 revenue increased an impressive 14% year over year, while its adjusted earnings jumped at a much faster pace of 35%. The company's impressive growth was driven by the healthy demand for its unified secure access service edge (SASE) and security operations platforms. Unified SASE is a platform that integrates both networking and security solutions such as zero-trust access, firewall-as-a-service, cloud security, and other features into a single solution. The unified nature of this platform mean ...