The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. οΏ½The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. οΏ½The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. οΏ½The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. οΏ½The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. οΏ½The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. π
Devon Energy ( $DVN ) completed its $58 billion allβstock merger with Coterra Energy, forming a single entity and reshaping the US oil and gas landscape after an initial merger agreement in February.
$FTNT pre-market +13% β AI fear is officially dead.
Q1 headline numbers:
Revenue: **1.85Bββ(+201.85Bββ(+20120M
EPS: **0.82ββvs0.82ββvs0.62 est β 32% beat
Billings: **2.09Bββ(+312.09Bββ(+311.82B est
Product revenue: +41% β hardware demand is real
Guidance raised: FY26 revenue now 7.71Bβ7.71Bβ7.87B (midpoint +15% growth).
Wall Street reacts in force:
BTIG: Neutral β Buy, PT $125
BofA: PT $130 (highest on Street)
TD Cowen: PT 100β100β125
Jefferies: PT 90β90β110
Current pre-market: ~102ββ.Allβtimehigh:ββ102ββ.Allβtimehigh:ββ114.57 (Feb 2025). We're ~11% away.
Can it hit new highs this year? Yes β if Q2 billings hold (guided 2.09Bβ2.09Bβ2.19B) and AI-driven security demand stays hot. $150 by year-end? That's a 47% climb from here. Would need sustained 20%+ billings growth and multiple expansion. Possible but not base case.
My view: New high (115+)likelyincomingmonths.115+)likely in coming months. 150 is a 2027 story unless momentum goes parabolic.
Do you think FTNT can break 115 and run to $150 this year? π
#FTNT $FTNT #Cybersecurity #Earnings