Posts on FTNT

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FTNT

+35 pts



$FTNT Greater complexity with 2Q results, underlying demand remains strong

By ethonomics on Aug. 4, 2022, 3:06 p.m.
Tagged topics: earnings results

Views: 20, Votes: 3, Responses: 0, Attachments: 1
FTNT

+33 pts



$FTNT Solid 2Q vs. Lofty Expectations

By realjoe on Aug. 4, 2022, 11:47 a.m.
Tagged topics: earnings results

Views: 16, Votes: 3, Responses: 0, Attachments: 1
FTNT

+33 pts



$FTNT Upgrading to Outperform – Durable Growth Supported by Strong FCF

By cassie on June 28, 2022, 4:15 p.m.
Tagged topics: analyst upgrade

Views: 13, Votes: 4, Responses: 0, Attachments: 1
PANW , FTNT

+35 pts



Cybersecurity – WFH Survey Suggests Durable Firewall Demand, PANW Remains Top Pick

By mooreideas on June 27, 2022, 12:21 p.m.
Tagged topics: analyst checks

Views: 20, Votes: 5, Responses: 0, Attachments: 1
FTNT

+58 pts



Deutche Bank Hold Fortinet

By Thomasidea on May 22, 2022, 7:12 a.m.
Tagged topics: US

Views: 32, Votes: 4, Responses: 0, Attachments: 1
PANW , FTNT , CHKP

+35 pts



$PANW $FTNT $CHKP - How sustainable is product growth? Likely longer than many expect.

By labjordan on May 17, 2022, 4:17 p.m.
Tagged topics: analyst checks , deep dive

Views: 233, Votes: 3, Responses: 1, Attachments: 1
FTNT

+32 pts



$FTNT takeaways from Analyst Day that keeps analysts liking the stock

By mooreideas on May 11, 2022, 12:19 p.m.
Tagged topics: analyst day

Views: 121, Votes: 2, Responses: 0, Attachments: 1
FTNT

+34 pts



$FTNT defying gravity

By cassie on May 5, 2022, 3:11 p.m.
Tagged topics: earnings results

Views: 12, Votes: 4, Responses: 0, Attachments: 1
FTNT , RPD , SAIL , VRNS

+34 pts



Security Software - 1Q Checks Remain Strong as Favorable Backdrop Persists

By realjoe on April 11, 2022, 12:08 p.m.
Tagged topics: security software

Views: 30, Votes: 2, Responses: 0, Attachments: 1
CHPT , CRWD , FTNT

+34 pts



$CHPT $CRWD $FTNT - near term upside could be limited as checks suggest no accelerated spend

By mooreideas on March 16, 2022, 1:30 p.m.
Tagged topics: cybersecurity

Views: 178, Votes: 3, Responses: 0, Attachments: 1
FTNT

+33 pts



$FTNT - Catalyst Call Sell Idea

By mooreideas on March 16, 2022, 1:26 p.m.
Tagged topics: negative catalyst

Views: 28, Votes: 2, Responses: 0, Attachments: 1
PANW , CHKP , FTNT

+36 pts



$PANW: Like the Setup with FW Pricing, Refreshes, and Good Cortex Checks

By realjoe on Feb. 15, 2022, 12:13 p.m.
Tagged topics: earnings preview

Views: 33, Votes: 4, Responses: 0, Attachments: 1
PANW , FTNT , OKTA , RPD , CHKP , SPLK

+41 pts



Fourth-Quarter Security Software Sector Preview

By Btam on Feb. 4, 2022, 7:22 p.m.
Tagged topics: earnings preview , security software , 2022 outlook

Views: 71, Votes: 8, Responses: 0, Attachments: 1
FTNT

+34 pts



$FTNT - Q4 better than at first glance, analyst day to shed light on durability of trends

By mooreideas on Feb. 4, 2022, 2:24 p.m.
Tagged topics: earnings results

Views: 45, Votes: 5, Responses: 0, Attachments: 1
PANW , OKTA , FTNT , TENB

+40 pts



Software outlook strong, Security Software outlook stronger

By ethonomics on Jan. 28, 2022, 12:07 p.m.
Tagged topics: analyst checks

Views: 177, Votes: 5, Responses: 0, Attachments: 1
CHKP , FTNT , PANW

+33 pts



$CHKP - user conference highlights broadening platform

By mooreideas on Jan. 27, 2022, 12:17 p.m.
Tagged topics: user conference

Views: 31, Votes: 3, Responses: 0, Attachments: 1
ABST , CHKP , DDOG , DT , FTNT , NEWR , OKTA , PANW , PING , RPD , SPLK

+38 pts



Signals and key metrics vary widely between companies into earnings

By mooreideas on Jan. 25, 2022, 12:04 p.m.
Tagged topics: earnings preview

Views: 44, Votes: 3, Responses: 0, Attachments: 1
FTNT

+40 pts



$FTNT - pandemic has permanently expanded security TAM, but product growth will likely inflect sharply lower in 2022

By phenphen on Nov. 5, 2021, 4:46 p.m.
Tagged topics: post-pandemic , security software , ransomware attack

Views: 397, Votes: 6, Responses: 0, Attachments: 1
PING , AVPT , FTNT

+31 pts



PING breakout from pivot

By silverquest on Oct. 26, 2021, 9:13 p.m.
Tagged topics: security software , cybersecurity , growth technology

Views: 48, Votes: 1, Responses: 0, Attachments: 1
FTNT , PANW , ZS , CRWD , S , TENB , PING , SAIL

+44 pts



Security and analytics software demand continues to accelerate

By josiebe on Oct. 26, 2021, 1:14 p.m.
Tagged topics: earnings preview , strong demand , security software

Views: 76, Votes: 5, Responses: 1, Attachments: 2