Jim Cramer Calls Fortinet The 'Weakest' Cybersecurity Stock, Favors These 2 Instead
FortinetFortinet(US:FTNT) Benzinga·2025-09-09 12:06

Core Insights - The tech landscape is rapidly changing, with cybersecurity and tech stocks being closely monitored for investment opportunities [1] - Expert opinions, including those from Jim Cramer and Morgan Stanley analyst Meta Marshall, are influencing investment decisions in the cybersecurity sector [2] Cybersecurity Sector - Jim Cramer identified Fortinet, Inc. (FTNT) as the weakest in cybersecurity, recommending Palo Alto Networks, Inc. (PANW) and CrowdStrike Holdings, Inc. (CRWD) instead [1] - Morgan Stanley downgraded Fortinet from Equal-Weight to Underweight, lowering the price target from $78 to $67 [2] Technology Companies - Cramer advised against investing in Super Micro Computer, Inc. (SMCI) due to ongoing accounting issues, recommending Dell Technologies Inc. (DELL) instead [2] - Nokia (NOK) announced a partnership with Super Micro Computer to provide AI-optimized data center networking solutions for various sectors [3] Oil and Energy Sector - Cramer expressed a negative outlook on Obsidian Energy Ltd. (OBE) due to declining oil prices [3] - Obsidian Energy revised its year-end 2025 net debt guidance to $213 million and completed a share buyback [4] Earnings Reports - Marvell Technology, Inc. (MRVL) reported quarterly earnings of $0.67 per share, beating estimates, but its revenue of $2.006 billion fell short of expectations [4] Stock Performance - Fortinet shares rose 1.9% to $80.36, Super Micro Computer shares fell 0.9% to $40.04, Obsidian Energy shares closed at $5.84, and Marvell Technology shares gained 4.2% to $66.00 [6]