Palo Alto Networks is mentioned as a competitor to Fortinet, with slightly higher revenues but a declining operating margin compared to Fortinet's expanding margin.
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Does the Proliferation of Agentic AI Make Fortinet Stock a No Brainer? | FTNT STock Analysis
Oct 3, 2026
The creator, who was previously bullish on Fortinet (FTNT) and even named it a top stock to buy in 2024, now believes it's too late to buy the stock. Despite strong revenue growth and expanding operating margins driven by agentic AI, the stock's valuation has become significantly stretched, trading at a forward P/E of over 46, its highest in years. A discounted cash flow model suggests the stock is overvalued by more than 45%.
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Fortinet stock is now considered overvalued and too late to buy, with the creator recommending selling or trimming positions.
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FTNTsell opened Oct 3, 2026
+6.53%