Dec 31, 2025 • The Globe and Mail
SOMEWHAT-BEARISH
Can Unified SASE Adoption Strengthen FTNT's Growth Trajectory in 2026?
Fortinet (FTNT) is focusing on Unified SASE (secure access service edge) as a key growth driver, leveraging its FortiOS operating system for integrated networking and security capabilities. Despite a strong increase in SASE adoption and billings, Fortinet faces intense competition from companies like Cisco and Zscaler and its shares have underperformed, trading at a high price-to-book ratio. The company's future growth hinges on converting its existing customer base to SASE and navigating complex enterprise sales cycles.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Can Unified SASE Adoption Strengthen FTNT's Growth Trajectory in 2026?
Fortinet (FTNT) is focusing on Unified SASE to drive growth, leveraging its FortiOS platform for integrated networking and security capabilities. Despite competitive pressures from Cisco and Zscaler, Fortinet's flexible deployment options and strong installed base position it for continued SASE adoption. The company's financial outlook for 2026 includes projected revenue growth, though its shares have underperformed and it appears overvalued based on its price-to-book ratio.
Dec 30, 2025 • www.sharewise.com
NEUTRAL
Here's Why Fortinet (FTNT) is a Strong Growth Stock
This article highlights why Fortinet (FTNT) is considered a strong growth stock, according to Zacks Style Scores. It explains how the Zacks Rank and Style Scores (Value, Growth, Momentum, and VGM) help investors identify promising stocks. Fortinet, with a Zacks Rank #3 (Hold) but strong Growth and VGM Scores of B, shows potential due to its projected earnings growth and analyst sentiment.
Dec 30, 2025 • TradingView — Track All Markets
NEUTRAL
Can Unified SASE Adoption Strengthen FTNT's Growth Trajectory in 2026?
Fortinet (FTNT) is leveraging its Unified SASE platform, built on FortiOS, as a key growth driver, simplifying deployment and offering deployment flexibility through Sovereign SASE for data privacy. Despite strong enterprise adoption and significant upsell potential from its customer base, Fortinet faces intense competition from companies like Cisco and Zscaler, and its shares have underperformed the security industry. The company's 2026 revenue and earnings estimates show growth, but its valuation appears high.
Dec 30, 2025 • ts2.tech
NEUTRAL
Why Qualys stock is sliding today: QLYS lags cybersecurity peers in late-year trade
Qualys (QLYS) shares fell by 2.5% in Tuesday afternoon trading, underperforming cybersecurity peers as investors focused on year-end positioning and Federal Reserve signals. This decline, which occurred amid light liquidity, was attributed to a healthy rebalancing of allocations rather than an emotionally driven sell-off, despite strong third-quarter revenue results announced in November. Traders are now watching for stabilization of the stock and upcoming macro cues, including January's jobs and consumer price reports and the next Fed meeting.
Dec 30, 2025 • MarketBeat
NEUTRAL
Fortinet, Inc. (NASDAQ:FTNT) Receives Consensus Recommendation of "Hold" from Analysts
Fortinet, Inc. (NASDAQ:FTNT) has received a consensus "Hold" rating from 36 analysts, with an average 12-month target price of $90.11. Insider selling by CEO Ken Xie and VP Michael Xie was noted, though it represented a small percentage of their holdings. The company recently beat Q3 earnings estimates and issued guidance for FY2025 and Q4.