| FTNT |
Report |
Q2 billings |
BEAT |
pred ~$2.22B vs. cons $2.13B |
MEDIUM |
| FTNT |
Report |
Q2 revenue |
BEAT |
pred ~$1.94B vs. cons $1.89B |
MEDIUM |
| FTNT |
Report |
Q2 non-GAAP EPS |
BEAT |
pred ~$0.79 vs. cons $0.75 |
MEDIUM |
| FTNT |
Guide |
FY2026 revenue |
BETTER |
guide ~$7.94B vs. cons $7.81B (FY2026) |
MEDIUM |
| FTNT |
Guide |
FY2026 billings |
BETTER |
guide ~$9.15B vs. cons $9.05B (FY2026) |
LOW |
| FTNT |
Guide |
FY2026 non-GAAP EPS |
BETTER |
guide ~$3.23 vs. cons $3.16 (FY2026) |
MEDIUM |
| FTNT |
Guide |
Q3 revenue |
BETTER |
guide ~$1.98B vs. cons $1.95B (Q3 2026) |
LOW |
| FTNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.8% |
— |
LOW |
| FTNT |
Return |
5-day cumulative residual |
+3.6% (STABILIZE) |
The Q2 beat and FY2026 raise should lift estimates, but implied H2 revenue of roughly $4.15B versus consensus near $4.07B provides only modest out-period upside; elevated valuation limits additional rerating after the initial move. |
LOW |