Erit Research double-downgraded FTNT from buy to sell on growth-driver concerns. FTNT is up more than 100% this year on hardware replacement, 5% to 20% price increases and earlier customer purchases; those supports help this year, but 2027-2028 growth is the concern.

Let's turn our attention over to Fordinet, which on the 16th, I was reading was the worst selloff in a year. And this continues with the down arrows and a sell rating.

Yeah, it is. And this is a double downgrade from Erit Research here, downgrading Fortnet two notches from a buy to a sell. Uh the concern is about the growth drivers.

Now, keep in mind, Fortnet has been a strong performer this year. That stock up uh more than 100% on a year or about 100% on a year-over-year basis. More than 100% on a year-to-ate basis. So, it has had strength.

Customers have been replacing cyber security hardware. We watched the tailwind for this sector. Um they've been benefiting from price increases of between 5 to 20%.

Um some customers are worried about Arite is worried about buying earlier than planned. So that helps this year, but what about 2027? What about 2028? That's the concern from here.