The FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๏ฟฝThe FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๏ฟฝThe FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๏ฟฝThe FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๏ฟฝThe FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๏ฟฝThe FIA rulebook is 145,000 words. With Gemini Enterprise, McLaren Racing can get answers on any rule in seconds. ๐
Devon Energy ( $DVN ) completed its $58 billion allโstock 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% โ AI fear is officially dead.
Q1 headline numbers:
Revenue: **1.85Bโโ(+201.85Bโโ(+20120M
EPS: **0.82โโvs0.82โโvs0.62 est โ 32% beat
Billings: **2.09Bโโ(+312.09Bโโ(+311.82B est
Product revenue: +41% โ hardware demand is real
Guidance raised: FY26 revenue now 7.71Bโ7.71Bโ7.87B (midpoint +15% growth).
Wall Street reacts in force:
BTIG: Neutral โ Buy, PT $125
BofA: PT $130 (highest on Street)
TD Cowen: PT 100โ100โ125
Jefferies: PT 90โ90โ110
Current pre-market: ~102โโ.Allโtimehigh:โโ102โโ.Allโtimehigh:โโ114.57 (Feb 2025). We're ~11% away.
Can it hit new highs this year? Yes โ if Q2 billings hold (guided 2.09Bโ2.09Bโ2.19B) 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? ๐
#FTNT $FTNT #Cybersecurity #Earnings