Beat, Raise, Sell: Palo Alto Networks Faces Growth-Deceleration Math
Palo Alto beat Q4 revenue and EPS and bought Console to add AI agents to Cortex. Shares still fell on slower ARR growth and a rich valuation.
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MongoDB Q2: Fastest Growth in Years, Cautious Q3 Guide
Atlas grew 29% and full-year guidance was raised, but a sequential decline in Q3 revenue guidance and a stretched valuation sent MDB shares lower.
GitLab Stock Surges After Beating Estimates and Lifting Full-Year Guidance
GitLab beat Q2 estimates with $286.3M revenue and $0.24 EPS, raised FY2027 guidance, and cited strong bookings.
Dell Delivers Blowout Quarter and Second Guidance Raise on Soaring AI Server Demand
Dell posted record $47B revenue and $7.04 EPS, then raised FY sales to $192B and AI servers to $74B. $95B AI backlog and broad growth.
California Utility Stocks Rise After Lawmakers Kill Wildfire Liability Bill
California Assembly killed a last-minute wildfire liability deal Tuesday. Edison, PG&E, and Sempra shares rose after SB 492 never got a vote.
Howmet Stock Rebounds as Analysts Call the SpaceX Selloff a Buying Opportunity
Citi put Howmet on a 30-day upside watch after SpaceX’s blade-casting plan. Analysts say tight supply still helps Howmet.