FTNT

October 12, 2016 Summary Fortinet pre-announced a disappointing quarter with misses on the top-line on bookings and on the EPS line. The shares have cratered and are down about 13% at this writing. The cause of the miss is likely to have been far more related to poor sales execution and less related to slowing…

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Mar. 25, 2016 Summary Fortinet shares remain mired at low prices, still suffering from investor unhappiness with Q3 margin results. Fortinet growth is actually continuing at high levels, and margins and cash flow growth are continuing to improve. The company has fully competitive products with its peers according to most industry surveys. The change in…

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Mar. 2, 2016 Summary Network security continues to be a priority investment for most companies in 2016 and beyond. The space is probably growing 3X faster than overall IT and that should continue for the foreseeable future. While there are many vendors in the space, the two standouts are clearly Fortinet and Palo Alto. Both…

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