文章核心观点 - 人工智能带来的乐观情绪推动了2024年标普500指数的上涨,带动了关键芯片股和公用事业领域的动力股 [1] - 寻求可持续回报的投资者需要关注具有良好长期增长潜力的公司 [1] - 顶级华尔街分析师的专业知识可以帮助投资者了解支撑公司长期增长的关键驱动因素,并选择可能带来丰厚回报的股票 [1] 公司总结 Fortinet - Fortinet 是一家网络安全公司,旨在成为安全接入服务边缘领域的领导者,利用机器学习和人工智能技术提供网络安全解决方案 [2] - TD Cowen分析师Shaul Eyal重申买入评级,并将目标价从75美元上调至90美元,渠道检查和与行业参与者的讨论显示Fortinet业务持续复苏,产品组合需求健康 [2] - Fortinet第三季度收入和账单有望达到公司预期的高端,第四季度收入增长12%的预测也很有信心,得益于良好的成交率和季节性强劲的管道 [2] - Fortinet正受益于运营技术产品的良好势头,以及人工智能驱动网络和云安全业务的增长,后者还得益于收购Lacework的推动 [2] GitLab - GitLab是一家人工智能驱动的基于云的软件公司,帮助组织提高开发人员生产力、提高运营效率并降低安全和合规风险 [4] - 瑞穆分析师Gregg Moskowitz重申买入评级,目标价62美元,管理层对捕捉400亿美元总地址市场的机会充满信心,GitLab和微软GitHub目前仅占软件开发生命周期市场5%的份额 [4] - GitLab Duo Pro产品在2025年有望受益于生成式人工智能浪潮而获得动力,GitLab Dedicated产品也正在获得超预期的客户兴趣,带动平均收入的提升 [4] Nvidia - Nvidia是一家半导体巨头,得益于其先进GPU在构建人工智能模型和应用程序中的强劲需求,公司收入增长率一直很高 [6] - 高盛分析师Toshiya Hari重申买入评级,并将目标价从135美元上调至150美元,反映了对公司竞争优势以及加速计算和GPU需求增长的更好认识 [6] - Nvidia管理层对需求前景充满信心,云计算运营商在生成式人工智能浪潮中对加速计算和GPU的持续投资,以及Blackwell平台的前景都是支撑因素 [6] - Hari上调了2025-2027财年的收入预测,反映了云支出增加、主要人工智能服务器原始设备制造商订单趋势良好,以及芯片出货前景改善等最新行业动态 [7]

文章核心观点 - 该网站提供新闻、分析和第三方内容,旨在教育和研究目的 [1] - 网站内容不构成任何投资建议或推荐,投资者需自行尽职调查并咨询专业人士 [1] - 网站可能包含广告和其他促销内容,网站可能从第三方获得报酬 [1] - 网站不对任何交易损失负责,使用网站信息的风险由用户自行承担 [1] - 加密货币和差价合约是高风险金融工具,投资者需谨慎考虑 [1] 行业概况 - 网站涉及加密货币、差价合约等金融工具及相关交易实体 [1] - 加密货币和差价合约是复杂的金融工具,存在较高的亏损风险 [1] - 投资者在投资前应充分了解这些工具的运作机制和风险 [1] 公司概况 - 该网站为FX Empire,提供新闻、分析和第三方内容 [1] - FX Empire不对任何交易损失负责,使用网站信息的风险由用户自行承担 [1] - FX Empire可能从第三方获得报酬,但不对第三方服务背书或推荐 [1]

SUNNYVALE, Calif., Oct. 15, 2024 (GLOBE NEWSWIRE) -- Derek Manky, Chief Security Strategist and VP of Global Threat Intelligence at Fortinet “As the 2024 U.S. presidential election approaches, it’s critical to recognize and understand the cyberthreats that may impact the integrity and trustworthiness of the election process and the welfare of the participating citizens. Cyber adversaries, including state-sponsored actors and hacktivist groups, are increasingly active leading up to major events like electio ...

文章核心观点 - 作者是一名拥有10年投资银行从业经验的资深研究分析师,专注于行业和公司研究 [1] - 作者擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者是Fortinet (NASDAQ: FTNT)的长期投资者,对公司有深入的了解和研究 [1] 公司概况 - Fortinet是一家网络安全公司,提供广泛的网络安全解决方案 [1] - 作者在之前的文章中已经发表了对Fortinet的投资论点 [1] 行业分析 - 网络安全行业是一个快速发展的行业,具有良好的长期前景 [1] - 作者通过对行业、竞争优势和管理层的深入研究,选择了投资于行业龙头企业 [1]

Fortinet's (NASDAQ: FTNT ) share price rebounded to near all-time highs after its Q2 earnings. While the results weren't particularly strong, hardware demand headwinds appear to be easing, putting Fortinet on track to return to steady growth and improving margins.Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved b ...

SUNNYVALE, Calif., Oct. 04, 2024 (GLOBE NEWSWIRE) -- John Maddison, Chief Marketing Officer at Fortinet"Fortinet has once again been named a Leader in the Gartner Magic Quadrant for SD-WAN, which we believe highlights our commitment to empowering customers with cutting-edge solutions. Fortinet is the only vendor recognized across five separate Magic Quadrant reports: SD-WAN, SSE, Single-Vendor SASE, Network Firewalls, and Enterprise Wired and Wireless LAN. And we will continue innovating across the Fortine ...

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. Has Fortinet (FTNT) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Fortinet is a member of the Computer and Technology sector. This group includes 622 individual stocks and currently holds a Zacks Sector Rank of #5. The Z ...

SUNNYVALE, Calif., Oct. 02, 2024 (GLOBE NEWSWIRE) -- News SummaryFortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, announced that it will hold a conference call to discuss its third quarter 2024 financial results on Thursday, November 7, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). Fortinet's financial results conference call will be broadcast live in listen-only mode on the company’s investor relations website at http://investor.fortinet.c ...

文章核心观点 - 公司股价在最新市场收盘时报76.49美元,较前一交易日下跌1.37% [1] - 公司股价在过去一个月内上涨1.1%,但低于计算机和技术板块2.77%和标普500指数2.17%的涨幅 [1] - 公司预计将在即将到来的财报中报告每股收益0.51美元,同比增长24.39% [1] - 预计全年每股收益和收入分别为2.03美元和58.5亿美元,同比分别增长24.54%和10.22% [2] 公司相关 - 分析师对公司业绩预期不断上调,反映了他们对公司业务运营和盈利能力的乐观态度 [2] - 公司目前持有Zacks 1(强烈买入)评级 [3] - 公司当前市盈率为38.2倍,高于行业平均水平31.14倍 [3] - 公司PEG比率为2.35,高于行业平均水平2.08 [3] 行业相关 - 公司所属的互联网软件行业目前在250多个行业中排名前30% [4] - 根据Zacks研究,排名前50%的行业相比排名后50%的行业表现要好2倍 [4]

September is generally known as the worst-performing month on Wall Street. But this year, the situation was completely different. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 1.9%, 2%, and 2.7%, respectively. The broad-market benchmark — the S&P 500 — posted its first September in green since 2019. On Monday, the month ended with the Dow and the S&P 500 recording their all-time highs on both intraday and closing basis. October is also known to be highly volatile. S ...