Fortinet: Capitalizing On Hardware Firewall Upgrades For Future Growth
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Fortinet is poised to benefit from a significant hardware firewall upgrade cycle in 2026 and 2027, despite slower earnings growth in 2025 due to normalized inventory charges.
February 26, 2025 | 9:15 am
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Fortinet is expected to benefit from a major hardware firewall upgrade cycle in 2026 and 2027. However, earnings per share growth may appear slower in 2025 due to normalized inventory-related charges.
The article highlights a future growth opportunity for Fortinet through a hardware firewall upgrade cycle in 2026-2027. This is a positive long-term indicator. However, the mention of slower EPS growth in 2025 due to inventory normalization suggests a temporary slowdown, which is less impactful in the long term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100