网络安全公司飞塔信息(FTNT)在美股盘前大跌10.74%,尽管公司刚刚发布的第一季度财报显示业绩超出预期。这一反常现象引发了市场对公司未来增长前景的担忧。
根据财报,飞塔信息第一季度营收同比增长13.7%至15.39亿美元,净利润同比增长44.8%达4.334亿美元,每股收益0.56美元。若不计入特殊项目,调整后每股收益为0.58美元,超出分析师平均预期的0.53美元。尽管业绩表现亮眼,但投资者似乎对公司的未来增长预期不够乐观。
股价下跌的主要原因可能是公司给出的下一季度营收指引不及预期。飞塔信息预计第二季度营收为15.9-16.5亿美元,低于分析师此前预期的16.3亿美元。这引发了市场对公司能否在竞争激烈的网络安全行业保持高速增长的疑虑。尽管如此,飞塔信息CEO谢青表示,公司将持续加大投入,聚焦快速扩张的统一安全访问服务边缘和安全运营市场,同时巩固在安全网络领域的领先地位。
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