Fortinet Investor Concerns Seen as Misguided -- Market Talk

Dow Jones

01/24

1246 ET - The negative investor sentiment surrounding Fortinet is off-base, say TD Cowen analysts who upgrade the stock to buy. The analysts say their channel checks suggest fourth-quarter revenue upside, while concerns about rising memory costs are overblown. A positive demand backdrop exists across the company's core markets with network security a top budget priority cited by the majority of respondents in a TD Cowen survey. "AI is not eating security software but rather augmenting it," the analysts say. Shares rise 5.6%. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

January 23, 2026 12:46 ET (17:46 GMT)

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The analysts say their channel checks suggest fourth-quarter revenue upside, while concerns about rising memory costs are overblown. A positive demand backdrop exists across the company's core markets with network security a top budget priority cited by the majority of respondents in a TD Cowen survey. \"AI is not eating security software but rather augmenting it,\" the analysts say. Shares rise 5.6%. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2026 12:46 ET (17:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FTNT","symbol_name":"飞塔信息","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2605140276","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605140276","pubTimestamp":1769190360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1246 ET - The negative investor sentiment surrounding Fortinet is off-base, say TD Cowen analysts who upgrade the stock to buy. The analysts say their channel checks suggest fourth-quarter revenue upside, while concerns about rising memory costs are overblown. A positive demand backdrop exists across the company's core markets with network security a top budget priority cited by the majority of respondents in a TD Cowen survey. \"AI is not eating security software but rather augmenting it,\" the analysts say. Shares rise 5.6%. 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