飞塔信息(FTNT)今日夜盘股价大涨10.68%，引发市场高度关注。
消息面上，公司于盘后公布了截至6月的季度财报，业绩大幅超出市场预期。第二季度营收同比增长26%至20.5亿美元，高于分析师预期的18.9亿美元；调整后每股收益为0.90美元，远超预期的0.75美元。同时，公司大幅上调了2026年全年业绩指引，预计全年营收在80.2亿至81.8亿美元之间，调整后每股收益在3.41至3.47美元之间，均显著高于市场预期。
强劲的业绩表现主要得益于AI驱动下网络安全需求的持续旺盛，以及公司向订阅主导模式的成功转型。近期公司与英特尔达成战略合作，共同开发SP6安全处理器，进一步巩固了其在网络安全领域的领先地位。尽管此前多家投行对公司的评级仍偏谨慎，但此次财报有力地提振了市场信心，推动股价在夜盘大幅走高。
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