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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#Earnings Movers↓
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.
NIO Shares Fall on Brand Mix Concerns, Cautious Outlook
NIO slipped after August sales rose 14.5% YoY but fell from July. Onvo’s third monthly drop, a Q2 miss, and modest Q3 guidance weighed on shares.
GameStop Cuts Open-Ended Dilution Risk After Preliminary Q2 Results
GameStop shortens the VWAP window, sets a fixed 55.5M-share package, and guides Q2 sales above thin estimates with much higher operating profit.