Stocks
Fortinet, earnings outlook raised? フォーティネット、業績見通し上方修正ってマジ?
Apparently FTNT raised its 2026 earnings outlook, but the stock might be overvalued by 12%... sigh.
Isn't this the kind of thing that usually ends up crashing later? I don't think it concerns me, but it's a bit bothersome.FTNT、2026年の業績見通しを上方修正したらしいんだけど、株価12%も過大評価されてるかもって…なんだかなあ。
こういうのって、結局あとでガツンと下がるパターンだったりするのかな。自分には縁のない話だとは思うけど、ちょっと気になる。
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Upward revision on guidance is usually a good sign, but that 12% overvaluation comment is a bit concerning. Definitely makes you wonder if it's priced in already or if there's more downside risk.Upward revision on guidance is usually a good sign, but that 12% overvaluation comment is a bit concerning. Definitely makes you wonder if it's priced in already or if there's more downside risk.
Yeah, that 12% overvaluation thing is kinda sus. Like, is it already priced in, or are we gonna see a big dip later? Makes me wanna double-check my own portfolio lol.Yeah, that 12% overvaluation thing is kinda sus. Like, is it already priced in, or are we gonna see a big dip later? Makes me wanna double-check my own portfolio lol.