Fortinet (FTNT) , a leading cybersecurity firm, has seen its stock surge an impressive 30.3% year to date, outpacing the Zacks Computer and Technology sector’s return of 20.2% and many of its tech sector peers. This remarkable performance has caught the attention of investors and analysts alike, prompting questions about the sustainability of this growth and whether the ongoing cybersecurity boom can propel the stock even higher.This robust performance comes amid a growing focus on digital security, as orga ...

文章核心观点 - Fortinet与意大利足球俱乐部尤文图斯达成赞助协议,成为其官方网络安全合作伙伴[1][2][3][4] - Fortinet的安全平台有助于尤文图斯整合分散的安全工具,提高可见性、性能和事件响应速度[3][4] - Fortinet近期通过收购Next DLP和Lacework等公司,增强了数据保护和云安全能力,有利于公司长期发展[5][6][7] - Fortinet还更新了其工业物联网安全平台,加强了关键基础设施的保护能力[8] - Fortinet面临来自思科、CyberArk和Palo Alto Networks等公司的激烈竞争[9] 公司概况 - Fortinet是一家领先的网络安全公司,在过去10年内取得了快速发展[10] - 公司股价年初至今上涨29.1%,优于同期Zacks计算机和技术板块的22.5%[10] - 公司拥有广泛的合作伙伴网络,是其发展的重要优势[11] - 公司在网络安全领域的丰富经验和持续创新,有助于其在该领域的长期增长[12] 行业趋势 - 软件定义广域网(SD-WAN)解决方案的不断普及,将成为Fortinet未来的关键增长动力[12] - 公司业绩预测方面,第三季度每股收益预期为0.50美元,全年每股收益预期为1.97美元,较之前预期均有所上调[13]

文章核心观点 - 信息技术行业中有3只股票的相对强弱指数(RSI)值超过70,表明这些股票可能已经处于超买状态 [1][2] - 这些股票包括Motorola Solutions Inc、Fortinet Inc和Godaddy Inc [3][4][5] 行业总结 - 信息技术行业整体表现良好,多家公司在最新一个季度业绩超预期,带动股价上涨 - 行业内部出现一些超买迹象,投资者需要关注这些股票的短期表现 公司总结 Motorola Solutions Inc - 公司第二季度业绩出色,销售和营业利润创历史新高 [3] - 过去一个月股价上涨约7%,创52周新高 [3] - 相对强弱指数(RSI)为71.75,处于超买区间 [3] Fortinet Inc - 公司第二季度财务业绩优于预期,并给出了2024财年业绩指引 [4] - 过去一个月股价上涨约23%,创52周新高 [4] - 相对强弱指数(RSI)为77.94,处于明显超买状态 [4] Godaddy Inc - 公司第二季度销售业绩好于预期 [5] - 过去一个月股价上涨约10%,创52周新高 [5] - 相对强弱指数(RSI)为73.50,处于超买区间 [5]

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Fortinet (FTNT) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Fortinet is a member of the Computer and Technology sector. This group includes 617 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank includes 16 different groups and is listed in order from best ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Fortinet. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Global cybersecurity leader Fortinet Inc. NASDAQ: FTNT stock has been surging following its robust Q2 2024 earnings top and bottom line beats. The company went ahead and raised its full-year 2024 guidance as a sweet cherry on top. The strong demand for its next-generation firewalls and the convergence of networking and security needs underscored the masterful performance. Record-breaking ransomware extortion and enterprise security breach headlines have put companies on guard to limit their attack surfaces. ...

文章核心观点 - 公司在2Q24财报中实现了营收和EPS的超预期表现,股价大涨约25% [2] - 公司在过去12个月内的股价涨幅低于大盘和同行,但有望在长期内成为一只优质的蓝筹股 [3] 公司概况 1. 公司是网络安全领域的市场领导者 [4][5] - 产品领先优势:公司拥有广泛的网络安全产品线,获得客户高度认可,在行业研究报告中表现出色 - 开发者导向:公司重视开发者社区,为开发者提供技术支持和交流平台,有利于产品的长期粘性 [5] 2. 公司是全球最大的网络安全公司之一,服务超过75.5万家企业,包括73%的财富100强和69%的全球2000强企业 [8] 3. 公司积极进行并购,最近完成了对Lacework和Next DLP的收购,有利于增强公司的产品和服务能力 [8] 财务表现 1. 公司过去10年收入、利润和自由现金流均保持高速增长,分别达到24%、41%和30%的复合年增长率 [9][10] 2. 公司财务状况良好,现金和短期投资达33亿美元,净现金头寸为23亿美元,利息覆盖率7倍 [12] 行业前景 1. 全球网络安全支出预计到2030年将达到4500亿美元,年复合增长率13%,为公司提供广阔的市场空间 [4] 2. 公司的一些关键业务领域,如应用安全、安全运营管理、终端安全和云安全,目前渗透率仅为1-10%,有较大的发展潜力 [4] 3. 行业内存在一定的库存消化压力,但公司的相关指标已经恢复到2020年疫情前的水平,显示行业正在逐步回暖 [13][14] 估值分析 1. 公司当前估值相对同行仍有一定折价,市盈率和企业价值/EBITDA分别低于同行37%和46% [17][18] 2. 根据折现现金流分析,公司股价有11%的上涨空间 [25] 投资风险 1. 公司推行单一安全平台的做法可能带来系统脆弱性风险 [26] 2. 宏观经济环境的不确定性可能对公司业务造成一定影响,库存水平仍然较高 [26] 总结 综合考虑,公司具有较强的市场地位和良好的财务表现,行业前景广阔,估值合理,是一只值得长期投资的优质蓝筹股。[27]

da-kuk It's been 8 months since the last time I wrote about Fortinet, Inc. (NASDAQ:FTNT). Since then, the company has had a very volatile 2024. It was up +25% in March but dropped to -5% a week ago. After the Q2 earnings release, which we will discuss in detail, Fortinet's shares have surged to more reasonable prices given the quality of the business. In January, I rated the stock as a buy, and thanks to the recent rise, we have a 19.87% return compared to the S&P 500's 10.69% and the 5.36% of the security ...

Fortinet TodayFTNTFortinet$70.62 +0.69 (+0.99%) 52-Week Range$44.12▼$73.91P/E Ratio46.16Price Target$70.97Add to WatchlistFortinet NASDAQ: FTNT stock surged more than 25% following its Q2 release because it reached an inflection point. The company's lean into unified SASE and Security Ops resonates with businesses, providing a simpler approach to cloud-based cybersecurity. It is developing into a market leader, as evidenced by its ranking in Gartner Magic Quadrant reports. The company is the #1 single-sourc ...

Key TakeawaysThe S&P 500 lost 0.8% on Wednesday, Aug. 7, 2024, as the prior day's stock market rebound failed to maintain its momentum.Super Micro Computer shares lost ground after the company missed profit estimates.Record operating margins helped cybersecurity firm Fortinet top quarterly forecasts, and its shares surged. Major U.S. equities indexes reversed early gains to close lower on Wednesday, as Tuesday's stock market rebound failed to maintain its momentum. The S&P 500 slipped 0.8%, while the Nasdaq ...