Core Viewpoint - Fortinet, Inc. (NASDAQ:FTNT) is recognized as one of the best cybersecurity stocks to buy in 2026, despite mixed ratings from analysts and challenges related to revenue growth and hardware costs [1][2][3]. Group 1: Analyst Ratings - Truist Financial reiterated a Buy rating on Fortinet, lowering the price target from $95 to $88, while RBC Capital maintained a Sell rating with a $75 price target [1]. - J.P. Morgan's Sell rating is attributed to increased risks from rising DDR4 memory costs driven by AI demand, which could impact margins for firewall hardware [3]. Group 2: Financial Performance - Fortinet's revenue growth in fiscal Q3 2025 was only 12.7% year-over-year, which was below expectations [2]. - The company is expected to re-accelerate growth in the second half of 2026, driven by product strength [2]. Group 3: Market Impact - The impact of China's ban on certain US and Israeli cybersecurity software is minimal for Fortinet, as China accounts for only about 1% of the 19% revenue generated from the Asia-Pacific region [2]. Group 4: Company Overview - Fortinet provides a range of cybersecurity solutions to various sectors, including government organizations, communication service providers, enterprises, and small to medium-sized businesses [4]. - The company's product portfolio includes secure access service edge, network security, application security, enterprise networking, and operational technology [4].