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FAFATN

FatPipe, Inc.

$FATN·$89M·Software - Infrastructure·Technology
$6.14+1.8%YTD+227.8%1Y-1.4%
Mentions · last 7 days
2026-08-20: 2 posts2026-08-21: 1 posts2026-08-22: 1 posts2026-08-23: 1 posts240%
Price updated 2d ago·X counts updated 7d ago
FAFATN
$FATNFatPipe, Inc.
$6.14+1.82%24 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FATN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

FatPipe $90M SD-WAN/SASE micro-cap — Q4 revenue $7.2M +90% YoY, positive net income, framed as 'next ANET 2.0'.

FatPipe is a $90M SD-WAN/SASE cybersecurity micro-cap. Real-business off tiny base — Q4 print showed 90% YoY growth and positive net income.

How it reads:

  • Growth is exceptional: Q1 revenue +129% YoY to $7M (Q4 was +5%) — the reacceleration is real and confirmed by Q4 print.
  • Margins are recovering: 18.7% operating margin, -0.9% FCF yield, 11.6% ROIC — the ROIC is the specific tell for a micro-cap SaaS.
  • Valuation is stretched: 17.3x PE, 4.5x sales, 21.3x EV/EBITDA — priced on continued 90%+ growth.
  • Position is stretched: 51st percentile 52w, 7.5% above 50-day, 74.3% above 200-day on 68% baseline volume — real accumulation.
  • Specific catalysts: Aug 18 Constellation AI-Assisted Network Management launch, Aug 4 Carahsoft partnership for public sector, July 21 $7M schools contract award.
  • 'Next ANET 2.0' framing captures the bull thesis on the SD-WAN/SASE demand cycle.
  • Insider signal is silent: zero transactions in 90-day window.

The Nov 2 print is the test — a specific recurring-billings acceleration plus reiterated public-sector pipeline extends the run; another single-digit revenue quarter plus continued momentum breakdown drops to $4.50 support.

Agrees with X sentimentAgree — the bullish anchors (Q4 revenue $7.2M vs $3.8M +90% YoY, net income swinging to $4.0M from a loss, adjusted EBITDA of $3.1M, accelerating recurring billings framed as inflection point, ~$63M mcap SD-WAN/SASE positioned as 'next ANET 2.0' early in cybersecurity/SD-WAN demand cycle) map to real signals; the honest add is the Constellation launch plus Carahsoft public-sector deal support the operational tell.

What to watch: Nov 2 earnings — a specific recurring-billings acceleration plus reiterated public-sector pipeline extends the run; another single-digit revenue quarter plus continued momentum breakdown drops to $4.50 support.

On the calendar: 2026-11-02 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-05-25

FatPipe's conversation is bullish and momentum-driven, pitching the ~$63M micro-cap SD-WAN/SASE name as 'the next ANET 2.0' early in a cybersecurity/SD-WAN demand cycle. The catalyst is a strong report: Q4 revenue of $7.2M versus $3.8M (+90% YoY), net income swinging to $4.0M from a loss, and adjusted EBITDA of $3.1M, with accelerating recurring billings framed as an inflection point. Posters note the stock was ~$2 two months ago and longs are up 113%+ from earlier alerts, trimming into strength as 'the crowd finds it.' The tone is early-stage momentum accumulation.

Read the AI verdict + X sentiment for $FATN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops SD-WAN, SASE, and network monitoring software for enterprise WAN optimization and secure remote access.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $FATN.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $FATN

Neutral — Develops SD-WAN, SASE, and network monitoring software for enterprise WAN optimization and secure remote access; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
87.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.09$0.05+68.8%
Q1 2026May 18, 2026$0.33$0.17+94.1%
Q4 2025Feb 2, 2026$0.02——
Q3 2025Nov 3, 2025$-0.00——
Next earningsMon, Nov 2·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$7.2M+129.5%80.4%30.2%$0.28$-921K
Q3 FY25$4.1M+29.8%87.7%9.8%$0.02$234K
Q2 FY25$4.0M+5.6%92.1%-0.0%$-0.00$407K
Q1 FY25$3.9M+4.9%94.2%25.5%$0.05$-509K

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$22.8M$22.8M – $22.9M$0.29$0.22 – $0.362
FY28$29.4M$28.5M – $30.3M$0.35$0.30 – $0.392
FY29$47.8M$38.6M – $57.1M$0.09$0.08 – $0.102
FY30$67.2M$61.5M – $74.1M$0.13$0.12 – $0.151
FY31$92.0M$84.3M – $101.5M$0.17$0.15 – $0.191

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+74.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 3Ragula BhaskarDirector20.0K sh$29K
+ 4 other (4 awards) in window

See when $FATN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 238-K — Item 7.01: Press release / Reg FD
AI summary

FATN filed an 8-K under Reg FD (Item 7.01), disclosing material non-public information simultaneously to all investors. This is typically an investor presentation, conference slides, or press release furnished as an exhibit. Reg FD filings ensure equal access to information for all investors; the substantive data is in the attached exhibit.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement
AI summary

FatPipe entered an At-The-Market Sales Agreement with H.C. Wainwright on July 2, 2026 to sell up to $10M of common stock from time to time, subject to baby shelf Form S-3 limitations. Routine ATM facility establishing an incremental dilutive share sale mechanism.

S-3Shelf registrationJul 2S-3
AI summary

FatPipe filed an S-3 shelf registration (Salt Lake City, UT; CEO Ragula Bhaskar as agent) enabling the concurrent ATM facility disclosed in FATN's 8-K. Routine shelf registration.

8-KPress release / Reg FDMar 58-K — Item 7.01: Press release / Reg FD
+ 8 other (3 earnings 8-Ks · 1 10-Q · 1 routine 8-K · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

FatPipe Inc., (FATN) Launches Constellation, an AI-Assisted Network Management and Visibility Solution, an Affordable SMB Offeringaccessnewswire.com·12d agoFatPipe and Carahsoft Partner to Bring Secure SD-WAN, SASE and Resilient Connectivity Solutions to the Public Sectorglobenewswire.com·26d agoFatpipe Inc/UT Q1 Earnings Call Highlightsmarketbeat.com·31d agoFatPipe, Inc. (FATN) Reports Q1 FY2027 Results: 28% Y-o-Y Q1 Revenue Growth and 25.6% Adjusted EBITDA Marginprnewswire.com·31d agoFatPipe CEO Publishes Letter to Shareholders Regarding its S-3 Filingaccessnewswire.com·38d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $FATN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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