
JPMorgan's Top Short Ideas, 5 Weeks Later: Were They Right?
Five weeks after JPMorgan included Fortinet (NASDAQ: FTNT), Joby Aviation (NYSE: JOBY), and Transocean (NYSE: RIG) among its top short ideas on January 23, 2026, the scorecard is mixed.
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Five weeks after JPMorgan included Fortinet (NASDAQ: FTNT), Joby Aviation (NYSE: JOBY), and Transocean (NYSE: RIG) among its top short ideas on January 23, 2026, the scorecard is mixed.

Fortinet, Inc. (FTNT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Cybersecurity stocks got fresh attention Tuesday after Wells Fargo officially kicked off coverage on a broad group of names, offering a mix of cautious and bull

Pre-Market Stock Futures: Futures are down big as oil shoots higher on Tuesday. After a big early morning sell-off on Monday, the buy-the-dip buyers returned with a vengeance, and by the end of the Monday session, all of the major indices had recovered from the early heavy selling. The Dow Jones Industrial Average, which was... Here Are Tuesday's Top Wall Street Analyst Research Calls: Block, CrowdStrike, Fortinet, MongoDB, Mosaic, Palo Alto Networks, Unity Software, and More.

DNB Asset Management AS lifted its stake in shares of Fortinet, Inc. (NASDAQ: FTNT) by 7.8% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 171,363 shares of the software maker's stock after buying an additional 12,433 shares during the period. DNB Asset

Andra AP fonden increased its holdings in shares of Fortinet, Inc. (NASDAQ: FTNT) by 3.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 431,120 shares of the software maker's stock after purchasing an additional 12,500 shares during the

A popular name in the Cybersecurity world, Fortinet ( NASDAQ:FTNT ) shares are trading at $77 as of February 25, down 28% from a year ago, and it should go without saying that the business case for optimism is harder to dismiss than the stock chart suggests.

Luke Lloyd isn't buying the Mag 7, arguing that there are far more attractive opportunities, such as software. “We've been buying into this software sell-off the last two or three weeks,” he says, including Reddit (RDDT), Fortinet (FTNT), and Palantir (PLTR).

Fortinet (NASDAQ:FTNT) is not just another entity in the cybersecurity realm; its recent financial outcomes depict a convincing narrative of ongoing growth and profitability within a swiftly advancing market. In the complete fiscal year 2025, the firm reported revenues of $6.80 billion, reflecting a 14% increase from the previous year, while billings rose 16% to $7.55 billion.

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Fortinet, Inc. (NASDAQ: FTNT) by 333.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,874 shares of the software maker's stock after purchasing an additional 22,207 shares during

Any trader that wants large gains must take some risk. The risk is worth taking in software right now.

SAN ANTONIO--(BUSINESS WIRE)--Liquid Networx, a national Fortinet partner and the first Fortinet Engage Preferred Services Partner (EPSP) in North America, is now offering dedicated and resident certified Fortinet engineers for enterprise clients. This offering delivers expert design, implementation, and ongoing support for Fortinet solutions including SASE, Zero Trust, and the Fortinet Security Fabric. The EPSP program endorses partners with verified capacities and experience in service delive.

/PRNewswire/ -- Global IT spending is projected to reach $6.15 trillion in 2026, with data center investment alone exceeding $650 billion as enterprises

Skandinaviska Enskilda Banken AB publ cut its stake in shares of Fortinet, Inc. (NASDAQ: FTNT) by 60.3% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 371,679 shares of the software maker's stock after selling 564,720 shares during the period. Skandinaviska Enskilda Banken AB

Cookson Peirce and Co. Inc. trimmed its holdings in shares of Fortinet, Inc. (NASDAQ: FTNT) by 97.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,822 shares of the software maker's stock after selling 151,863 shares during

Fortinet delivered 13% sales growth in a transitional year, maintaining leadership in firewalls and expanding Unified SASE revenue by 40%. Despite product growth outpacing services, FTNT preserved strong margins and improved working capital, with FCF/share up 19.6% and inventory days down to 98. Guidance calls for 11% service revenue growth and non-GAAP EPS of $2.94–$3, with acceleration expected in 2026 as product sales drive future services.

Factors are aligning that suggest Fortinet NASDAQ: FTNT stock will rebound in 2026, with a 15% to 30% gain. They include technical setup, results, analyst trends, and institutional activity, collectively providing support and a tailwind for price action.

Explore Fortinet's (FTNT) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.

Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue growth, and a significant hardware refresh cycle opportunity. Both companies face rising competition from Microsoft and CrowdStrike and could see challenges in maintaining market share.