FATN 8-K SEC Filing Analysis

Latest settled — T+5d

FATN ▲ +6.42% at T+5d

LONG call ✓ call won +6.42% · α vs SPY +4.17% · entry $4.75 → $5.06

Next anchor: T+20d in 3d

Currently $6.05 · +27.37% from $4.75 entry

Entry anchored
May 18, 04:05 PM ET
via Databento tick

T+1d

-10.11%

call -10.11% · α -11.15%

$4.27

settled 25d ago

T+5d

+6.42%

call +6.42% · α +4.17%

$5.06

settled 18d ago

T+20d

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call — · α —

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in 3d

T+60d

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call — · α —

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in 2mo

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Executive Summary

FatPipe reported Q4 FY2026 revenue of $7.2M (+90% YoY) and net income of $4.0M (vs -$0.37M loss in Q4 2025), with FY2026 revenue of $19.2M (+18% YoY) and net income of $5.0M (+154% YoY). The company highlighted 56% YoY growth in monthly recurring billings and an Adjusted EBITDA margin of ~28% for the full year, though no formal guidance was provided for FY2027.

Actionable Insight

The 90% Q4 revenue growth and swing to profitability are transformative for a $57M market cap company. Monitor the next 10-Q for continued recurring billings growth and margin expansion; the lack of formal FY2027 guidance leaves some uncertainty but the trajectory is strongly positive.

Key Facts

Q4 FY2026 revenue $7.2M, +90% YoY from $3.8M
Q4 FY2026 net income $4.0M vs -$0.37M loss in Q4 2025
FY2026 revenue $19.2M, +18% YoY
FY2026 net income $5.0M, +154% YoY
FY2026 diluted EPS $0.35 vs $0.15 in FY2025
FY2026 Adjusted EBITDA $5.4M, margin ~28%
Q4 monthly recurring billings grew 56% YoY
No formal FY2027 guidance provided in the release

Financial Impact

Q4 revenue surged 90% YoY to $7.2M; net income swung from -$0.37M loss to $4.0M profit; FY2026 net income grew 154% to $5.0M

revenuenet incomeadjusted EBITDArecurring billingsdiluted EPS

Risk Factors

No formal FY2027 guidance provided, creating uncertainty on sustainability of growth
Small customer base concentration risk not disclosed
Competitive pressure from larger SD-WAN and cybersecurity vendors

Market Snapshot

Exchange

Nasdaq

Sector

Services-Prepackaged Software

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001493152-26-024173
Exhibit: ex99-1.htm	0001493152-26-024173
Document: 0001493152-26-024173-index-headers.html	0001493152-26-024173
Document: 0001493152-26-024173-index.html	0001493152-26-024173
Document: 0001493152-26-024173.txt	0001493152-26-024173
8-K Data (Synthetic)	0001493152-26-024173

3 reports for FATN

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for FATN — sortable, filterable
	Type				Now
May 18, 2026 25d ago	8-K BULLISH ★ 7/10	$4.75 $5.06	▲ +6.42%	▲ +4.17%	$6.05 (+27.37%)
Apr 30, 2026 6w ago	8-K BULLISH ★ 6/10	$3.04 $3.08	▲ +1.32%	▼ −0.41%	$6.05 (+99.01%)
Mar 5, 2026 14w ago	8-K NEUTRAL ★ 4/10	$1.75 $1.89	▲ +8.00%	▲ +10.24%	$6.05 (+245.71%)

US Market Status

Market Closed — Opens Mon (49h 10m)

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