D
Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Consensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
Fortinet's growth is decelerating toward sub-10% by 2027; it was priced for continued acceleration, and even at 27x free cash flow he considers it too expensive to buy.
SourceThe host owns Fortinet; the ~25% drop stings but it is still up ~70% year to date with strong fundamentals, so he is unconcerned and would add if his position were not big enough.
SourceFortinet fell 20% post-earnings on stretched valuation, slowing revenue growth and weak services, though it held the annual line for now.
SourceFortinet fell 26% over a trivial guidance difference (5.15 vs 5.17 billion) despite 20% growth, 52% free cash flow growth and 4x cash to debt — the host calls it a 26% discount on a wonderful cybersecurity business.
SourceThe host suggests Fortinet's 26% drop might be an overreaction but admits he has not dug deep into the numbers.
SourceThe host calls Fortinet's 26% crash over a trivial guidance shortfall (5.15 vs 5.17 billion) mind-blowing, highlighting a double beat, 52% free cash flow growth, and four times cash versus debt.
Source0 YouTubers have mentioned FTNT in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Last consensus (as of 2026-11-05): −33 Leaning bearish · 3 YouTubers
