| FTNT |
Report |
Total Billings (Q2 2026) |
BEAT |
pred ~$2.22B vs. cons $2.141B |
HIGH |
| FTNT |
Report |
Product Revenue (Q2 2026) |
BEAT |
pred ~$670M vs. cons $638M |
MEDIUM |
| FTNT |
Report |
Non-GAAP Diluted EPS (Q2 2026) |
BEAT |
pred ~$0.78 vs. cons $0.747 |
HIGH |
| FTNT |
Guide |
FY 2026 Billings (FY2026) |
BETTER |
guide mid ~$9.20B vs. cons $8.942B |
MEDIUM |
| FTNT |
Guide |
FY 2026 Non-GAAP EPS (FY2026) |
BETTER |
guide mid ~$3.22 vs. cons $3.156 |
MEDIUM |
| FTNT |
Guide |
Service Revenue Inflection (qualitative) |
BETTER |
H2 2026 reaffirmed with higher conviction vs. prior vague language |
MEDIUM |
| FTNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| FTNT |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions track FY raise; modest follow-through capped by valuation at 52x NTM FCF |
MEDIUM |