Fortinet, Inc. (NASDAQ:FTNT) is one of the 10 AI Stocks Analysts Are Watching. On January 30, Jefferies analyst Joseph Gallo reiterated a Hold rating on the stock with an $80.00 price target. The firm anticipates a modest Q4 beat but will wait for clearer visibility into 2H26 momentum. The cybersecurity company is scheduled to report its fourth-quarter earnings on February 5. The research firm forecasts Fortinet to exceed consensus billings growth estimates of 12% year-over-year by an estimated 1-2%, driv ...

Core Viewpoint - Fortinet, Inc. has been downgraded by Scotiabank from Sector Outperform to Sector Perform, with a price target set at $85, due to concerns that the optimism surrounding its growth in 2026 is overstated [1][2]. Company Overview - Fortinet is recognized as a strong cybersecurity company that provides enterprise-level next-generation firewalls and network security solutions, utilizing artificial intelligence in its products [2][3]. - The company is considered legendary in its field, with a compelling offering in core secure networking [1]. Analyst Insights - The downgrade is based on recent quantitative analysis and feedback from Chief Information Security Officers (CISOs) at mid to large-sized enterprises, indicating a less optimistic outlook for Fortinet in 2026 [2]. - Analysts suggest that while Fortinet has potential, other AI stocks may present greater upside potential and lower downside risk [2].

Sunnyvale, California-based Fortinet, Inc. (FTNT) is a cybersecurity company that provides a broad portfolio of network security solutions designed to protect enterprises, service providers, and government organizations from evolving cyber threats. Valued at a market cap of $58.9 billion, the company is scheduled to announce its fiscal Q4 earnings for 2025 after the market closes on Thursday, Feb. 5. Ahead of this event, analysts expect this cybersecurity company to report a profit of $0.66 per share, do ...

Core Insights - The Mairs & Power Growth Fund reported a 7.99% gain in Q3 2025, closely aligning with the S&P 500 Total Return Index's 8.12% and outperforming the Morningstar Large Blend index's 6.93% [1] - Year-to-date, the fund is up 10.12%, trailing the S&P 500 TR at 14.83% and the peer group at 13.06% [1] Company Highlights - Palo Alto Networks, Inc. (NASDAQ:PANW) is a key stock in the Mairs & Power Growth Fund, recognized as a leading global cybersecurity solutions provider [2][3] - The stock of Palo Alto Networks experienced a one-month return of -5.77% and a 52-week decline of 3.57%, closing at $192.96 per share with a market capitalization of $134.493 billion on December 10, 2025 [2] - The fund added Palo Alto Networks to its portfolio in Q3 2025, emphasizing its comprehensive cybersecurity solutions that address the increasing frequency and severity of cyberattacks [3] - The company’s offerings include network security, cloud security, and security operations, which are critical as enterprises face new attack vectors due to cloud migration [3] - The rise of AI has intensified cyber threats, making Palo Alto Networks' role in digital defense increasingly vital for organizations [3]

Core Viewpoint - Palo Alto Networks, Inc. (NASDAQ:PANW) is considered a strong long-term investment option, with a recent price target increase from $177 to $190 by Northland, maintaining a Market Perform rating on the shares [1]. Financial Performance - For fiscal Q1 2026, Palo Alto Networks reported total revenue of $2.5 billion, a 16% increase year-over-year from $2.1 billion in fiscal Q1 2025 [3]. - The company expects fiscal Q2 2026 revenue to be between $2.57 billion and $2.59 billion, indicating a year-over-year growth of 14% to 15% [4]. Strategic Positioning - The strong fiscal start is attributed to excellent results across all metrics and significant platformization wins, supported by strategic acquisitions of CyberArk and Chronosphere [3]. - The company has raised its free cash flow margin assumption for fiscal years 2028-2038 to 40%, based on management's guidance and a stated floor of about 37% [2]. Market Segmentation - Palo Alto Networks provides network security solutions to service providers, enterprises, and government entities, with operations segmented into the United States, Israel, and Other Countries [4].

Group 1 - Palo Alto Networks, Inc. (NASDAQ:PANW) is considered one of the best long-term low volatility stocks to buy currently, with BofA raising its price target from $215 to $240 while maintaining a Buy rating [1] - The cybersecurity and networking sectors are experiencing strong momentum, with healthy fundamentals observed across networking [2] - Continued technology evolution and increasing enterprise security budgets are driving demand for cybersecurity solutions, although valuation remains a long-term concern [3] Group 2 - Palo Alto Networks provides network security solutions to service providers, enterprises, and government entities, with operations segmented geographically into the United States, Israel, and Other Countries [4]