$FTNT · Tom Nash · 2026-10-29
FTNT 下跌 26%，起因是公司给出 51.5 亿的指引，而市场预期为 51.7 亿，尽管其增长 20%、自由现金流增长 52%、服务与产品分别增长 13% 和 37%。说话者称这一反应难以置信，认为这次下跌让一家优秀企业打了 26% 的折扣，其前瞻市盈率为 34 倍，不过 FTNT 并不在他最看好的五只股票之列。
逐段跳播
这发生在 Fortinet 这类公司经历最糟糕的日子之一之后，它下跌了26%。
This comes in the wake of one of the worst days for companies like Fortinet, which fell by 26%.
同样的事情也发生在“Fortinet”这家公司身上。Fortinet 已经在我们的名单上几年了，在我们表现最好的股票中，该股上涨了350%，但昨天它一夜之间下跌了26%。 “Fortunet”发生了什么？
基本上，增长是20%。自由现金流增长达到52%。他们实现了双重优势，在利润和每股收益上都超出预期。服务收入增长了13%，产品收入增长了37%，但问题在于指引变成了51.5亿，而不是51.7亿。
天哪，这是“Fortnite”的末日吗？一家网络安全巨头，一个拥有顶级客户、全球最大公司的巨大参与者，流动性是债务的四倍，目前远期市盈率为34倍，40法则比率为62，这一切都只是因为51.7亿到51.5亿的差距。
再说一次，这难以置信。你以一个伟大的企业获得26%的折扣，但再说一次，它不是我前五名股票名单上的公司。
The same thing is happening with the company " Fortinet". Fortinet has been on our list for a few years, with the stock rising 350% among our top stocks, but yesterday it fell 26% overnight.
What happened with "Fortunet"? Well, basically, the growth was 20%. Free cash flow growth reached 52%. They achieved a double advantage, outperforming in both profits and earnings per share.
Services rose by 13%, and products by 37%, but the problem here is that the guidance became 5.15 billion instead of 5.17 billion. Oh my God, is this the end of "Fortnite"? A cybersecurity giant , a huge player with top-tier clients , and the largest companies in the world, with liquidity four times its debt , is now trading at 34 times forward earnings with a 62-to-base-40 ratio, all because of a 5.17- to-5.15 spread.
Again, this is unbelievable. You get a 26% discount on a great business, but again, it's not the company on my top five stock list.