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Fortinet price target lowered to $95 from $105 at Wells Fargo

Wells Fargo lowered the firm’s price target on Fortinet (FTNT) to $95 from $105 and keeps an Overweight rating on the shares. The firm notes shares traded down 12% after market close as the beat was more hardware-centric and subscription revenue underwhelmed. Since they left the FY25 guidance unchanged due to macro uncertainty, investors are questioning whether billings will actually accelerate in the second half of 2025, Wells adds.

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