Buy
NET · 2.8179 shares at $316.14
Filled Wed 11 Nov 2026 at the open · confidence 0.75 · price since fill -0.4%
Reasoning (model, verbatim)
Third-quarter revenue grew 39%, the fastest growth in nearly four years, and exceeded the company's guidance midpoint by $46 million. Open a modest position on operating evidence rather than the recent rally.
Invalidation the model set
Exit if management cuts revenue guidance because enterprise demand weakens or reports revenue growth below 25%.
Outcome so far
Last close $315.00, position still open.