{ "ticker": "FTNT", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/FTNT.json", "analysis_sha256": "a77c9d70133b6b9f4719d8b8413294e7c166212fa0e306a0959067acfd890c6f", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Fortinet : un cycle de renouvellement des pare-feu qui porte les produits à +52 % et un titre à son plus haut historique. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Fortinet : revenus +26 %, produits +52 %, prévision 2026 relevée ; titre à 178,74 $, au plus haut de la série ; niveaux à surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T18:27:33.12840484Z", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T18:27:33.12840484Z", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T18:27:33.12840484Z", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 178.74, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 178.74, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 2.570871112131301, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "SURVEILLER — ACTIVATION AU-DESSUS DU PLUS HAUT DU 23 SEPTEMBRE", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "131 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "3,42 M", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "48,9×", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 63, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Fortinet vit le cycle de renouvellement des pare-feu qu’il annonçait depuis 2025 : au deuxième trimestre, les produits ont bondi de 52 % et les facturations de 33 %, et la prévision de revenus 2026 a été relevée à 8,020–8,180 Md$. Le titre a suivi : 178,74 $ au close du 23 septembre, +143 % depuis le plus bas du 20 janvier, 73,55 $, et au plus haut de la série en séance le 23. Sur vingt et une séances, il fait +17,6 % contre +11,6 % pour CIBR. À 16,9 fois ses revenus GAAP des douze derniers mois, il se paie moins que Palo Alto Networks (27,5×) ; à 48,9 fois l’EBITDA, il vaut deux à trois fois Cisco et Check Point. Signal utile : une clôture au-dessus de 179,35 $. Le stop n’est qu’à 0,85 ATR et le plafond d’achat à 1,71 $ au-dessus du déclencheur : l’entrée est étroite.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus du deuxième trimestre de 2,05 Md$ (+26 %), produits de 773 M$ (+52 %) et facturations de 2,37 Md$ (+33 %).", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Marge opérationnelle GAAP de 34 % et flux libre de 966 M$ au trimestre : la croissance est rentable.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Prévision de revenus 2026 relevée à 8,020–8,180 Md$, soit environ 19 % de croissance selon la société.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "12,5 millions d’actions rachetées au premier semestre à 77,73 $ en moyenne : le nombre d’actions baisse.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Le titre a plus que doublé depuis janvier et clôture 7,1 % au-dessus de sa moyenne à vingt séances.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Au close du 23 septembre, la valeur d’entreprise représente 48,9 fois l’EBITDA GAAP des douze mois clos le 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Trois distributeurs, non nommés, portent 27 %, 15 % et 11 % des revenus du trimestre, comme un an plus tôt (27 %, 15 % et 12 %).", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Le 30 juillet, le titre a ouvert 7,0 % au-dessus de la veille puis a rendu presque tout le gain : un bon trimestre ne garantit pas la tenue du cours.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Stop à 0,85 ATR", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Le stop au plus bas du 23 septembre est à moins d’une amplitude journalière moyenne du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Aucune date de résultats de Fortinet ni d’un comparable dans les quatorze jours du calendrier collecté ; le calendrier de marché place le troisième trimestre au 4 novembre, date non confirmée par l’émetteur dans les dépôts ouverts.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Fortinet vend des pare-feu physiques FortiGate, construits autour de ses propres processeurs de sécurité, et surtout les abonnements qui les accompagnent : filtrage des menaces, support, accès sécurisé à distance. Au deuxième trimestre 2026, les revenus ont atteint 2,05 Md$, dont 773 M$ de produits (+52 %) et 1,27 Md$ de services. Selon le 10-Q, la hausse des produits vient de davantage d’unités expédiées, de modèles plus puissants et de hausses de prix récentes.

La marge opérationnelle GAAP atteint 34 %, un niveau rare dans la cybersécurité. Les contrats déjà signés mais pas encore reconnus, 7,73 Md$ au 30 juin, couvrent presque une année de revenus. La prévision 2026 a été relevée à 8,020–8,180 Md$.

Tout passe par des partenaires : trois distributeurs, non nommés, ont pesé 27 %, 15 % et 11 % des revenus du trimestre, contre 27 %, 15 % et 12 % un an plus tôt : la concentration est ancienne, pas nouvelle. Un distributeur revend à des revendeurs, qui revendent aux entreprises : ce n’est pas un client final. Côté fabrication, environ 87 % du matériel est produit à Taïwan, et les puces maison sortent des fonderies de TSMC via des sous-traitants ; Intel a été retenu pour développer la prochaine génération, SP6.

", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "773 M$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "38 % des revenus", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.1.revenue", "value": "1,27 Md$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "62 % des revenus", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Fortinet 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000021/ftnt-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-07-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Fortinet 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftntq2-2026ex991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-07-29", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Fortinet 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000007/ftnt-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-02-25", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 29 juillet et 10-Q ; date du troisième trimestre non annoncée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Rachats d’actions, obligations 2031 seules restantes après remboursement de mars.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-07-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Gap de +7,0 % après le communiqué, presque effacé", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le communiqué est publié le 29 juillet après la clôture. Le 30, le titre ouvre à 164,00 $, 7,04 % au-dessus de la clôture de la veille, 153,22 $, touche 169,26 $ puis clôture à 154,25 $ (+0,67 %). CIBR fait +1,39 % la même séance : le titre finit 0,7 point sous le panier malgré le trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Hausse de 9,0 % avec tout le secteur", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 162,33 $ (+4,01 %), clôture à 170,18 $. CIBR a pris +5,99 %, CrowdStrike +13,85 % et Zscaler +16,52 % la même séance : environ 3,1 points de la hausse sont propres au titre ; aucun dépôt ouvert ici n’en donne la cause.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-07-29", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Intel développera le processeur SP6", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftntq2-2026ex991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "2,05 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+26 % sur un an, communiqué du 29 juillet", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "773 M$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+52 % : unités, modèles plus puissants et hausses de prix", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.metric", "value": "Prévision de revenus 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "8,020 à 8,180 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Relevée ; troisième trimestre attendu entre 2,010 et 2,100 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "7,73 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Au 30 juin 2026, surtout abonnements et support", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "7,53 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "2,44 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Marge de 32,4 %, douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "2,12 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 30 juin 2026, produits d’intérêts compris", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "3,40 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.metric", "value": "Obligations 2031 au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.metric" }, { "path": "fundamentals.rows.8.value", "value": "496,9 M$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Valeur comptable pour 500 M$ de nominal, seule dette après le remboursement de mars", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Liquidités et placements au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "4,47 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.value", "value": "48,9×", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Valeur d’entreprise au close du 2026-09-23, 733,7 millions d’actions, sur EBITDA GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.10.comparison", "value": "Versus Arista à 52,4× (fiche publiée, même base et même date), Cisco à 24,0× et Check Point à 16,8× (statistiques courantes du 24 septembre, non point-in-time) : Fortinet se paie deux à trois fois plus que les pare-feu matures.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.comparison" }, { "path": "fundamentals.rows.11.value", "value": "16,9×", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.comparison", "value": "Versus Palo Alto Networks à 27,5×, Zscaler à 9,9× et CrowdStrike à 49,0× (fiches publiées, même base et même date), Check Point à 5,1× (statistiques du 24 septembre) : au milieu du groupe, avec la marge la plus forte.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.comparison" }, { "path": "fundamentals.rows.12.value", "value": "61,8×", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-06-30, qui inclut environ 115 M$ de produits d’intérêts et divers au semestre", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.metric", "value": "EV sur revenus prévus pour 2026", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.metric" }, { "path": "fundamentals.rows.13.value", "value": "15,7×", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur le milieu de la prévision de la société (8,10 Md$)", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 29 juillet", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.source" }, { "path": "fundamentals.rows.14.value", "value": "94,05 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à vingt-cinq fois l’EBITDA GAAP douze mois au 2026-06-30 par hypothèse, bilan du 30 juin, soit −47 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus Cisco à 24,0× et F5 à 26,5× (statistiques du 24 septembre) : vingt-cinq fois correspond aux réseaux matures ; ce que coûterait la fin du cycle de renouvellement, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Fortinet 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000021/ftnt-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-07-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Fortinet 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftntq2-2026ex991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-29", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : revenus de 2,05 Md$ (+26 %), marge opérationnelle GAAP de 34 % et ajustée de 38 %, bénéfice par action GAAP de 0,82 $ (+44 %). La guidance annuelle vise 8,020 à 8,180 Md$ de revenus et 3,41 à 3,47 $ de bénéfice ajusté par action, sur 741 à 745 millions d’actions diluées ; le troisième trimestre, 2,010 à 2,100 Md$. La date du troisième trimestre, non annoncée par l’émetteur dans les dépôts ouverts, est placée au 4 novembre par le calendrier de marché.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Date non annoncée par l’émetteur ; le calendrier de marché indique le 4 novembre, hors de l’horizon du plan.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Fortinet 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftntq2-2026ex991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-07-29", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "733 713 653 actions au 28 juillet 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions en circulation. Elles passent de 743,0 millions au 31 décembre 2025 à 733,6 millions au 30 juin 2026, soit environ 1,3 % de moins, après 12,5 millions d’actions rachetées au semestre pour 972,8 M$ à 77,73 $ en moyenne ; il restait 765,8 M$ d’autorisation au 30 juin, valable jusqu’au 28 février 2027. Passage au nombre dilué : la prévision retient 741 à 745 millions d’actions diluées, les attributions salariales ajoutant environ un point. La seule dette restante est l’obligation 2031 de 500 M$ à 2,2 % ; celle de 2026, 500 M$, a été remboursée en mars. Aucun titre convertible ni programme d’émission sur le marché n’est relevé.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Fortinet 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000021/ftnt-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-07-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "filingsReview.summary", "value": "Trois dépôts décisionnels ouverts et hachés. Ils montrent un cycle de renouvellement réel, visible dans les produits, une dépendance forte à trois distributeurs et un bilan sans dette significative ni dilution. Le recours collectif du 22 septembre 2025 sur les déclarations relatives à ce cycle, consolidé le 24 avril 2026, reste pendant.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-30", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001262039-26-000021", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 30 juin 2026 : produits en hausse de 52 % sur les expéditions de matériel et les hausses de prix ; trois distributeurs non nommés à 27 %, 15 % et 11 % des revenus du trimestre. 12,5 millions d’actions rachetées au semestre à 77,73 $ en moyenne ; 733 713 653 actions au 28 juillet. Recours collectif déposé le 22 septembre 2025 sur les déclarations relatives au cycle de renouvellement des pare-feu de 2026, plainte consolidée modifiée le 24 avril 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000021/ftnt-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-29", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001262039-26-000018", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du deuxième trimestre, publié après la clôture : revenus de 2,05 Md$ (+26 %), facturations de 2,37 Md$ (+33 %), marge opérationnelle GAAP de 34 %, flux libre de 966 M$. Prévision relevée à 8,020–8,180 Md$ de revenus sur 2026 ; collaboration avec Intel sur le futur processeur de sécurité SP6.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000018/ftntq2-2026ex991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-25", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001262039-26-000007", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel 2025 : environ 87 % du matériel fabriqué à Taïwan ; les puces maison sont produites par des sous-traitants qui utilisent les fonderies de TSMC ; concurrents cités, dont Check Point, Cisco, CrowdStrike, HPE, Microsoft, Palo Alto Networks et Zscaler ; ventes presque entièrement par des partenaires.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1262039/000126203926000007/ftnt-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.contrarianRisks.1", "value": "Les hausses de prix citées par le 10-Q soutiennent la croissance de 2026 mais ne se répètent pas indéfiniment.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "Environ 87 % du matériel est fabriqué à Taïwan : un choc commercial ou géopolitique toucherait les livraisons.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.3", "value": "Le recours collectif, déposé le 22 septembre 2025 et consolidé par une plainte modifiée le 24 avril 2026, porte précisément sur la communication autour de ce cycle ; son issue n’est pas chiffrée.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 64.59, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 4.52, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 2.95, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 166.86, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 159.95, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 127.6, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 7.02, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "Au plus haut de la série le 23 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 173.37, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 170.23, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 166.09, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 179.35, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 178,74 $, 7,1 % au-dessus de sa moyenne à vingt séances, juste sous le plus haut du jour, 179,35 $, sommet de la série. Avant activation, aucune entrée ; une clôture sous 166,09 $, le bas du 18 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $179.35. Après activation, stop sous $173.37, le plus bas du 23 septembre, soit 0,85 ATR sous le déclencheur : moins d’une séance moyenne d’amplitude. Supports : 173,37 $, 170,23 $ et 166,09 $. Seule résistance : le sommet 179,35 $ ; au-dessus, aucun prix passé ne sert de repère et les objectifs sont des projections de la hauteur du couloir.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "2,23 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,89 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Le directeur des opérations, John Whittle, a exercé des options à 62,11 $ et vendu environ 56 700 actions les 14 et 15 septembre, entre 165 et 169 $ selon ses formulaires 4 ; il conserve environ 97 000 actions en direct. Aucun achat relevé. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "178,74 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+4,06 %", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+17,60 %", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 5, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Fortinet n’est pas le bilan, sans dette significative, ni la rentabilité, la meilleure du secteur. C’est la position du titre : au plus haut de la série après avoir plus que doublé depuis janvier, avec un stop de 0,85 ATR qu’une séance ordinaire peut toucher. La fin du cycle de renouvellement, dans un an ou deux, est le risque de fond.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Produits +52 % portés par le remplacement du parc.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Hausses de prix récentes citées par le 10-Q.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "+143 % depuis le plus bas du 20 janvier.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "7,1 % au-dessus de la moyenne à vingt séances.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.1.verdict", "value": "Une simple respiration du secteur ramènerait le titre vers 166,09 $ sans rien changer à la thèse.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.1.verdict" }, { "path": "risks.riskCards.2.points.0", "value": "Trois distributeurs à 27 %, 15 % et 11 % des revenus, contre 27 %, 15 % et 12 % un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Distributeur A à 26 % des créances nettes au 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Plafond d’achat à 1,71 $ au-dessus du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Environ 7 % des ouvertures récentes auraient dépassé cet écart.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Un stop à moins d’un ATR, c’est un stop plus proche que l’amplitude d’une séance moyenne : il peut sauter sans que rien ne change dans le dossier. On l’accepte seulement en réduisant la taille : recommandation générale, non personnalisée, retenir au plus la moitié de la position que donnerait le calcul habituel sur la distance au stop. Le gap à l’ouverture est le cours qui saute un niveau d’une séance à l’autre ; le slippage est l’écart entre prix voulu et prix obtenu dans une séance normale. Sur environ 694 M$ échangés par séance, le slippage reste faible ; c’est le gap, comme le 30 juillet, qui menace le plan.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 166,09 $ abandonne le scénario. Activation : clôture au-dessus de 179,35 $, puis achat à l’ouverture suivante seulement sous 181,06 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 179,35 $ et jamais laissé actif sur une ouverture sous 173,37 $. Après activation : stop sous 173,37 $. Ancien plan du 28 août : sa condition, une clôture de quinze minutes au-dessus de 172,80 $, est remplie au plus tard le 21 septembre, clôture à 175,23 $ ; elle a pu l’être plus tôt en séance (plus hauts de 173,00 $ le 28 août et de 174,05 $ le 15 septembre), sans barres de quinze minutes pour le trancher. Depuis le 21 septembre, le plus bas est de 170,23 $ : le stop archivé à 163,94 $ n’a pas été touché, le TP1 à 187,90 $ non plus (plus haut 179,35 $) ; au close du 23, +3,4 % sur l’entrée archivée, horizon de dix séances non échu si l’activation date du 21. Une activation dès le 28 août aurait en revanche vu son stop franchi dans la même séance (plus bas 162,68 $). Ce plan n’est pas repris ici.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 179.35, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 173.37, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 192.61, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 199.24, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-3.3%", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+7.4%", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+11.1%", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.22 TP1 / 1:3.33 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 23 septembre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 181,06 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond est à 1,71 $ au-dessus du déclencheur, soit 0,24 ATR. Mesure : sur les 250 dernières séances, 17 ouvertures ont dépassé la clôture de la veille de plus de 1,71 $, soit environ 7 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 0,56 $. Sur la série, 30 clôtures ont cassé un plus haut de vingt séances : 14 ont fini à moins de 0,95 % au-dessus du niveau cassé, l’écart relatif du plafond, et 13 ont ensuite ouvert sous ce seuil, soit environ 43 % des cassures : l’entrée à l’ouverture reste possible, mais moins d’une fois sur deux. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 181,06 $, valable trois séances, garde le même R/R et le même stop. Bornes de cet ordre : il est annulé après toute clôture sous le déclencheur, 179,35 $ ; il n’est pas laissé actif à l’ouverture d’une séance qui ouvre sous le stop, 173,37 $, ni si le stop est touché avant exécution. Rejouées avec ces bornes sur les 17 cassures non achetables à l’ouverture, l’ordre aurait été exécuté 13 fois, dont 1 avec le stop touché la même séance ; aucun retrait sur ouverture sous le stop ; 4 de ces exécutions ont fini la séance sous le niveau cassé. La borne de clôture sous le déclencheur n’est pas comptée à part : une telle clôture suppose que le plafond a été touché dans la séance, donc que l’ordre a déjà été exécuté. Définition statistique, identique au gabarit du lot précédent : une cassure est la première clôture au-dessus du plus haut des vingt séances précédentes, la veille ayant clôturé à ce niveau ou dessous ; le plan, lui, s’active sur toute clôture au-dessus du déclencheur. Objectifs : TP1 à une hauteur de couloir au-dessus du déclencheur, TP2 à une fois et demie. Liquidité : environ 694 M$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 7,69 $ par action, donne 13 actions ; avec un stop à 0,85 ATR, nous recommandons de n’en retenir qu’environ la moitié, soit 6 actions, recommandation générale et non personnalisée.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le cycle de renouvellement des pare-feu est visible dans les comptes, et le titre l’a déjà largement intégré. Une clôture au-dessus de $179.35, le sommet du 23 septembre, montrerait que les acheteurs continuent de payer. Avant activation, une clôture sous 166,09 $ abandonne le dossier. Après activation, le stop sous $173.37 coupe vite un faux départ, au prix d’un stop étroit. TP1 à 192,61 $ et TP2 à 199,24 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 23 septembre, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Aucune publication de la société ni d’un comparable dans les quatorze jours du calendrier collecté : le risque de gap vient du secteur, comme le 14 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 166,09 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 173,37 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 181,06 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 181,06 $ reste valable trois séances.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Ordre limité de repli annulé après une clôture sous 179,35 $, retiré avant toute ouverture sous le stop à 173,37 $ et si le stop est touché avant exécution.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Produits +52 %, facturations +33 %.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Marge opérationnelle GAAP de 34 %.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Rachats d’actions, dette résiduelle de 500 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-24T18:27:33.12840484Z", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-03-26 au 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/blastRadius/groups/0/order" }, { "path": "blastRadius.groups.0.transmission", "value": "Le premier concurrent cité par le 10-K sur le pare-feu : ses prévisions fixent le ton du secteur.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.groups.0.transmission" }, { "path": "blastRadius.groups.0.symbols.0.correlation", "value": 0.798, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/blastRadius/groups/0/symbols/0/correlation" }, { "path": "blastRadius.groups.0.symbols.0.beta", "value": 0.6974, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/blastRadius/groups/0/symbols/0/beta" }, { "path": "blastRadius.groups.0.symbols.0.r2", "value": 0.6368, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": 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"analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return5d" }, { "path": "blastRadius.groups.4.symbols.2.return21d", "value": 5.05, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return21d" }, { "path": "blastRadius.scenarios.0.firstOrder", "value": "Le titre clôture au-dessus du sommet du 23 septembre et entre en zone sans résistance passée.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 179,35 $ avec CIBR en hausse la même séance.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le bas du 18 septembre et le sommet du 23.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Des clôtures entre 166,09 $ et 179,35 $ pendant plusieurs séances.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre repasse sous le bas du 18 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 166,09 $ avec CIBR en baisse.", "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": 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"source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/performance/windowReturns/rows/5/returnPct" }, { "path": "performance.windowReturns.rows.6.returnPct", "value": 20.3, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/performance/windowReturns/rows/6/returnPct" }, { "path": "performance.windowReturns.rows.7.returnPct", "value": 19.18, "as_of": "2026-09-23", "source_artifact": "analyses/FTNT/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "12f9dff8fcb0390612d41bfaef5b25c01d84608edfc1b15026187dfb771cffaf", "source_pointer": "/values/performance/windowReturns/rows/7/returnPct" }, { "path": "performance.windowReturns.rows.8.returnPct", "value": 2.73, "as_of": "2026-09-23", "source_artifact": 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