Fortinet (FTNT) vs. CSCO and PANW: Can Its Hardware-Software Advantage Support Long-Term Growth?

Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.’s share was trading at $170.93as of October 20th 2026. FTNT’s trailing and forward P/E were 61.58 and 45.05 respectively according to Yahoo Finance.

This isn’t the first time we see a cybersecurity company pitched as a great investment. FTNT shares gained 101.90% over the last 12 months....