| FTNT |
Report |
Revenue |
BEAT |
pred ~$1.91B vs. cons $1.88B |
MEDIUM |
| FTNT |
Report |
Billings |
BEAT |
pred ~$2.17B vs. cons $2.13B |
MEDIUM |
| FTNT |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.78 vs. cons $0.75 |
MEDIUM |
| FTNT |
Guide |
FY26 revenue guidance |
BETTER |
guide ~$7.90B vs. cons $7.84B (FY26) |
MEDIUM |
| FTNT |
Guide |
FY26 billings guidance |
BETTER |
guide ~$9.15B vs. cons $9.00B (FY26) |
MEDIUM |
| FTNT |
Guide |
FY26 non-GAAP EPS guidance |
BETTER |
guide ~$3.20 vs. cons $3.16 (FY26) |
MEDIUM |
| FTNT |
Guide |
Q3 non-GAAP operating-margin commentary |
LOWER |
guide ~33.5% vs. cons 34.0% (Q3 2026) |
LOW |
| FTNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| FTNT |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A ~4.5% day-1 residual versus a 0.0% neutral baseline should extend toward ~6.5% over five days versus 0.0% if the billings and FY26 guide-up lift out-period revenue and EPS estimates. The principal offset is a modestly lower ~33.5% Q3 operating-margin outlook versus ~34.0% consensus, reflecting hardware mix, memory costs, and infrastructure investment rather than demand weakness. |
MEDIUM |