The FTNT setup around $78-80 looks intresting for patient investors. Those margins are still best in class and if the SASE stratgey starts gaining traction, we could see a solid re-rating. The risk/reward at ths level is compelling compared to the other two, especially with the oversold RSI.
Exactly. Fortinet’s margins are still the best, so seeing the $78-80 level makes sense. If the SASE transition accelerates (it looks like it might), then further gains from that level become very plausible. Compared with the others in the cyber trio, this could offer relatively better value.
The FTNT setup around $78-80 looks intresting for patient investors. Those margins are still best in class and if the SASE stratgey starts gaining traction, we could see a solid re-rating. The risk/reward at ths level is compelling compared to the other two, especially with the oversold RSI.
Exactly. Fortinet’s margins are still the best, so seeing the $78-80 level makes sense. If the SASE transition accelerates (it looks like it might), then further gains from that level become very plausible. Compared with the others in the cyber trio, this could offer relatively better value.