FTNT Fortinet Inc

$FTNT Long term investor since 2021 here. Here's my take: The fundementals are still strong and in most ways better than what the market anticipated. EPS $0.91 vs $0.86. Narrowly beat revs too. The slight negative was a less than welcomed hit to the gross margin, but that's to be expected with the macro as it is. Xie and Ohlgart have made clear that the large consumers and their billings will translate into revs. The concern on this point is misplaced. This is not my first Rodeo. I've been here through the 2022 bear period, including two double digit earnings crashes. I was also here through the Q2 2025 earnings call. FTNT have never failed me before. The company is stronger than ever!

$FTNT Impossible what i am seeing right now. I thought this sector is safe. $CRWD the king and $PANW also suffer? What a day!

$FTNT it used to be a megacap stock dropping 40% in 2 days was a historical event. Now it happens every day. Wall Street has made the market a casino to extract the most amount of money out of retail as possible with outsized moves both ways

$FTNT how can people seriously believe the stock market is efficient when a stock drops 30% on a double earnings beat and raise?

$FTNT The market is not efficient. It's irrational, because people trade stocks. And you know, some people drive you crazy.

$FTNT $NOW these days you certainly want to wait until something drop 20-30% to buy LOL look at $INOD the other day.

$FTNT I have seen this kind of move before. Check the option market puts at 120. The same guys who pushed the stocks down. But the earnings and guidance are both solid. There is a case that this goes back up to at least $150 tomorrow!

$FTNT Looks like a lot of this selloff is tied to Fortinet trimming its forward service revenue forecast. Okay, fair enough. But earnings were strong, revenue is growing, and they raised overall guidance. Does that really justify a nearly 30% haircut? Seems way overdone to me. Wouldn’t be surprised to see a pretty sharp bounce here.

$FTNT down over 30%? lol con men run this market and know how to manipulate it to the max

$FTNT $FTNT When it test $142 TOMORROW it will go fast to $145 then to $150! hope you read the news and realize how many days it will pop. Please make money! 😂😂😂😂😂😂😂

$FTNT 6 months of gains gone in minutes. thats why cubie teaches bird in hand😅. $NOW $GOOGL $MRVL too or it.will fly away sometimes 😏

$FTNT It double beat and raised guidance. it should be +25%. This is a buying opportunity. I am buying this dip.

$FTNT analyst expectations equivalent to smoking shrooms. Overvalued expectations led to yoday's drop. This is a screaming buy as fundamentals are unaltered other than 2% reduction in gross margins

$FTNT typical investment for me. I’m usually down 25% first week after entering a new position. No more add to what I have only.

$FTNT I am convinced that algo took over and push it down 25% like in the previous earnings. It should then retrace to $140. I don't see anything wrong in the business!

$FTNT FTNT is an excellent company. Annual revenue is $7 billion and growing. Net profit is $2 billion. Has $4 billion in cash and only $500 million in debt. The last quarter's revenue grew 20%, even though their red hot growth has slowed a little. Maybe that's why the market got spooked and dumped. As someone said, let it sink a little more and buy on the dip.

$FTNT just makes you not want to hold any stock into earnings anymore. They cream a good company with good earnings, but will reward a POS company that’s not even profitable.

$FTNT beat and raised for the third time this year... billings up 29% to $2.34 billion, product revenue up 37%, a record 38% operating margin, free cash flow up 52%, and a $1.2 billion bigger buyback. And the stock is down more than 20% after hours. It had more than doubled this year at 60x trailing earnings, services revenue grew just 13%, and there are reports of a cyber breach. $PANW $ZS $CRWD and $NET are the read-through names. What's really behind it?

$FTNT Just like with $FFIV , I am starting a small position here. Will add more after the three day rule.

$FTNT Why is this down 25%? Anyone have an actual answer? Headline numbers seem good. Unless I'm missing something, might be one of those earnings AH reactions that gets totally reversed when humans trade it tomorrow instead of algos.