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FAFATN

FatPipe, Inc.

$FATN·$75M·Software - Application·Technology
$4.96-7.3%YTD+152.4%1Y-42.4%
Mentions · last 7 days
2026-07-06: 1 posts2026-07-07: 1 posts2026-07-08: 0 posts2026-07-09: 2 posts2026-07-10: 0 posts2026-07-11: 3 posts2026-07-12: 2 posts90%
Price updated 4m ago·X counts updated 21h ago
FAFATN
$FATNFatPipe, Inc.
$4.96-7.29%9 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 2026-07-13

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

FatPipe up 152% YTD as Q4 revenue +90% YoY on SD-WAN/SASE demand — SATBoost Starlink launch, Russell Microcap membership, July 30 print.

FatPipe is a niche SD-WAN and SASE software provider (secure access service edge, network monitoring for US/India) — a $75M micro-cap with the retail-cited 'next ANET 2.0' framing driven by the Q4 90%+ revenue growth print.

  • The Q4 print was a monster beat — revenue $7.2M vs $6.5M estimate (+11% revenue surprise) up 129% YoY, EPS $0.28 (bringing FY26 EPS positive) vs $0.17 estimate (+65% surprise); the retail-cited 'net income swinging to $4.0M from a loss' plus adjusted EBITDA $3.1M is directionally correct.
  • The SATBoost for Starlink/Viasat/Amazon LEO is the differentiated product catalyst — the June 11 announcement of 'Up to 300% Faster Data Flow and Better Connectivity' captures a specific LEO-satellite integration positioning that adds enterprise-network optimization use case beyond core SD-WAN.
  • The Russell Microcap continued membership is the technical anchor — June 29 'FatPipe Continues Membership in Russell Microcap Index' preserves the passive-buying flow support for the micro-cap; combined with the two 2026 Visionary Spotlight Awards (Total Security 360 and SD-WAN), the momentum stack is coordinated.
  • The ATM overhang is a caution — the July 2 8-K disclosed an At-The-Market Sales Agreement with H.C. Wainwright to sell up to $10M of common stock; on a $75M market cap, $10M ATM capacity is ~13% dilution potential creating a real supply overhang against the +152% YTD run.

July 30 is the pivot — a beat on $0.07 EPS estimate plus continued 40%+ revenue growth and SATBoost customer-adoption commentary extends the +152% YTD momentum; a soft print combined with ATM-issuance-related supply digests FATN back toward the $3 50-day support. The 6.3M-share tiny float means moves can be violent in either direction.

Agrees with X sentimentAgree with the bullish X read — the Q4 revenue $7.2M vs $3.8M (+90% YoY, actually +129% per structured data), the net income turn to $4.0M from loss, adjusted EBITDA $3.1M, and Russell Microcap continued membership are all real fundamentals; the '$63M micro-cap SD-WAN/SASE early in cybersecurity cycle' framing captures the correct thesis. The honest counter is the $10M ATM capacity representing ~13% potential dilution, which the 'next ANET 2.0' framing overlooks.

What to watch: July 30 Q1 FY27 print — a beat on $0.07 estimate plus continued 40%+ revenue growth and SATBoost customer-adoption commentary extends the +152% YTD momentum; a soft print combined with ATM-issuance-related supply digests FATN toward the $3 50-day support.

On the calendar: 2026-07-30 — Q1 FY27 earnings

tiny float

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

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  • 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 - Application sits in its cycle right now — and what that implies for $FATN.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FATN

Partial — Develops SD-WAN, SASE, and network monitoring software for enterprise WAN optimization and secure remote access; the AI agent bifurcation — contract expansion vs. user substitution creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.2%YTD
-15.3%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
Q1 2026May 18, 2026$0.39$0.17+129.4%
Q4 2025Feb 2, 2026$0.02——
Q3 2025Nov 3, 2025$-0.00——
Q2 2025Jul 30, 2025$0.05——
Next earningsThu, Jul 30·consensus EPS $0.07

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$45.7M – $50.0M$0.09$0.08 – $0.102
FY30$67.2M$64.1M – $71.4M$0.13$0.12 – $0.141
FY31$92.0M$87.9M – $97.9M$0.17$0.16 – $0.181

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.0.1×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.43%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.+3.4%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.+56.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β2.745-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
+ 2 other (2 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-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
+ 5 other (2 earnings 8-Ks · 1 DRS · 1 10-K · 1 10-Q) in window

Recent news

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

FatPipe, Inc. (NASDAQ: FATN) is Pleased to Announce Its Investor Webinar to Present Q1 Financial Results on July 30prnewswire.com·7d agoFatPipe, Inc. Continues Membership in Russell Microcap(R) Indexaccessnewswire.com·14d agoFatPipe Awarded 2026 Visionary Spotlight Award for Total Security 360 by ChannelVision Magazineaccessnewswire.com·21d agoFatPipe Awarded 2026 Visionary Spotlight Award for SD-WAN by ChannelVision Magazineaccessnewswire.com·25d agoFatPipe Announces SATBoost for Starlink, Viasat and Amazon LEO: Up to 300% Faster Data Flow and Better Connectivityprnewswire.com·32d ago

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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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