Analyst ratings can have a significant impact on stock prices in the short term. The downgrade from Overweight to Equal-Weight by Capital One suggests a less bullish outlook on Fortinet, which can lead to a decrease in investor confidence and a subsequent drop in the stock price. Given that this is a direct rating change by a financial institution, it is highly relevant and important to current and potential investors. The confidence level is high due to the typical market reaction to such analyst downgrades.