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Should Fortinet’s New TD SYNNEX Partnership and AI Endpoint Upgrades Require Action From Fortinet (FTNT) Investors?
Simply Wall St.18d agobullish
Should Fortinet’s New TD SYNNEX Partnership and AI Endpoint Upgrades Require Action From Fortinet (FTNT) Investors?

Earlier this week, TD SYNNEX announced it had been named one of Fortinet’s approved global distributors, while Fortinet also unveiled upcoming FortiEndpoint enhancements that add AI governance, native data loss prevention, and FortiAI-assisted operations, expected to be available in the third quarter of 2026. Together, the broadened TD SYNNEX channel role and AI-focused FortiEndpoint upgrades highlight how Fortinet is pairing distribution scale with richer AI security capabilities to support...

Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?
24/7 Wall St.78d agoneutral
Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?

Fortinet (NASDAQ:FTNT) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team simultaneously cut CrowdStrike (NASDAQ:CRWD) to Sell with a $500 price target, signaling a broader cautious turn on cybersecurity. For prudent investors, the move suggests valuation discipline is ... Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?

Robert W. Baird Maintains Hold Rating on Fortinet (FTNT) Stock
Insider Monkey80d agoneutral
Robert W. Baird Maintains Hold Rating on Fortinet (FTNT) Stock

Fortinet, Inc. (NASDAQ:FTNT) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 11, Shrenik Kothari from Robert W. Baird maintained a “Hold” rating on the company’s stock with a price objective of $115.00. The rating is influenced by several factors that demonstrate strong fundamentals and emerging risks for Fortinet. The analyst noted that remaining […]

Palo Alto Networks (PANW) Valuation Check After Analyst Upgrades CEO Buying And AI Security Partnership News
Simply Wall St.86d agobullish
Palo Alto Networks (PANW) Valuation Check After Analyst Upgrades CEO Buying And AI Security Partnership News

Palo Alto Networks (PANW) has jumped back onto investors’ radars after a sharp rally driven by analyst upgrades, constructive channel feedback, a sizable CEO share purchase, sector strength following Fortinet, and fresh AI-focused partnerships. See our latest analysis for Palo Alto Networks. The recent 1-day share price return of 7.0% and 30-day share price return of 15.69% indicate that momentum has picked up again. However, the 1-year total shareholder return of 4.24% is far more muted than...

Why Fortinet (FTNT) Is Up 6.7% After Q1 Beat And Raised AI Security Outlook
Simply Wall St.90d agobullish
Why Fortinet (FTNT) Is Up 6.7% After Q1 Beat And Raised AI Security Outlook

Fortinet reported its first-quarter 2026 results on 6 May, with revenue rising to US$1,849.6 million and net income to US$534.5 million, alongside higher earnings per share versus a year earlier. Beyond the headline beat and raised guidance, Fortinet underscored the growing role of AI-enabled security and new FortiGate G-series appliances in driving demand across data centers and operational technology environments. We'll now examine how Fortinet's stronger-than-expected Q1 results and...