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Earnings
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May -06
Earnings
DoorDash(DASH): DoorDash Q1 2026: AI‑Driven Growth Amid Autonomy Push
DoorDash delivered a solid Q1, reporting revenue of $3.1 billion—up 19.8% YoY—and gross margin at 32%. EPS hit $0.42 versus consensus $0.3628, reflecting tighter cost control. With a P/E of 78.98 and P/S of 4.97, the stock remains priced for aggressive upside.
May -06
Earnings
Fortinet(FTNT): Fortinet Fires Up 2026 Q1 with Record Growth
Fortinet’s first‑quarter 2026 results delivered a striking financial picture: revenue rose 20% to $1.85 billion, while billings climbed 31% to $2.09 billion. Non‑GAAP operating margin hit 35.8%, and GAAP margin stood at 31.4%, underscoring disciplined cost control. Earnings per share surged 29% to $0.72 GAAP and $0.82 non‑GAAP, with free cash flow topping $1.01 billion. “We’re the only cybersecurity company that builds our own ASIC chip, providing better performance and lower cost,” Ken Xie said, highlighting the competitive edge that fuels margin resilience. Market multiples reflect the premium: a P/E of 34.0 and a robust ROIC of 33.92% signal that investors are pricing in strong future profitability.
May -06
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