Gen Digital (GEN) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.19%. A quarter ago, it was expected that this security software maker would post earnings of $0.61 per share when it actually produced earnings of $0.62, delivering a surprise of +1.64%.Over the last four quarters, t ...

Palo Alto Networks (PANW) closed at $166.23 in the latest trading session, marking a -5.24% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.84% for the day. At the same time, the Dow lost 0.34%, and the tech-heavy Nasdaq lost 1.43%. The security software maker's shares have seen a decrease of 3.68% over the last month, not keeping up with the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8%.The investment community will be paying close ...

Varonis Systems (VRNS) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +155.59%. A quarter ago, it was expected that this data-management software company would post earnings of $0.06 per share when it actually produced earnings of $0.06, delivering no surprise.Over the last four quar ...

Core Insights - ServiceNow has agreed to acquire cybersecurity startup Armis for $7.75 billion in cash, marking a significant valuation increase from Armis's previous valuation of $6.1 billion after a $435 million pre-IPO funding round [1][2] - Armis has achieved $340 million in annual recurring revenue (ARR) with over 50% year-over-year growth, indicating strong market demand for its security software [2] - The acquisition aligns with ServiceNow's strategy to enhance its cybersecurity offerings, following a series of acquisitions including MoveWorks for $2.85 billion and Veza for $1 billion [2] Company and Industry Summary - Armis, a nine-year-old company, specializes in security software for critical infrastructure, serving Fortune 500 companies and government entities [2] - The total venture capital raised by Armis amounts to $1.45 billion, with notable investors including Sequoia, CapitalG, and Insight Partners [3] - The decision for Armis to pursue an M&A exit rather than an IPO reflects the unpredictable nature of IPO markets, particularly for cybersecurity firms [1]

Core Insights - Gen Digital (GEN) reported quarterly earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.61 per share, and up from $0.54 per share a year ago, representing an earnings surprise of +1.64% [1] - The company achieved revenues of $1.22 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.30% and increasing from $975 million year-over-year [2] - Gen Digital has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - The earnings surprise for the previous quarter was +6.67%, with actual earnings of $0.64 per share compared to an expected $0.60 [1] - The current consensus EPS estimate for the upcoming quarter is $0.63, with projected revenues of $1.2 billion, and for the current fiscal year, the EPS estimate is $2.53 on revenues of $4.86 billion [7] Market Position - Gen Digital shares have declined approximately 5.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The Zacks Rank for Gen Digital is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Technology Services industry, to which Gen Digital belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Kyndryl Holdings, Inc. reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, and showing a significant increase from $0.01 per share a year ago, resulting in an earnings surprise of +8.57% [1][2] - The company generated revenues of $3.72 billion for the quarter ended September 2025, which was 2.49% below the Zacks Consensus Estimate and a decrease from $3.77 billion in the same quarter last year [2] - Kyndryl's stock has underperformed the market, losing approximately 16.9% year-to-date compared to the S&P 500's gain of 16.5% [3][4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.69, with expected revenues of $4.01 billion, and for the current fiscal year, the consensus EPS is $2.18 on revenues of $15.65 billion [7] - The trend of estimate revisions for Kyndryl was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Technology Services industry, to which Kyndryl belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Kyndryl's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1 [8]

Company Performance - Palo Alto Networks (PANW) stock closed at $207.89, reflecting a +1.16% change from the previous day's closing price, outperforming the S&P 500's gain of 0.53% [1] - The stock has decreased by 0.08% over the past month, underperforming compared to the Computer and Technology sector's gain of 2.01% and the S&P 500's gain of 0.71% [1] Upcoming Financial Results - The company is expected to report an EPS of $0.89, representing a 14.1% growth year-over-year [2] - Quarterly revenue is projected to be $2.46 billion, indicating a 15.08% increase from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $3.79 per share and revenue at $10.42 billion, reflecting changes of +13.47% and +13.03% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the company's business and profitability [3] Analyst Ratings and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Palo Alto Networks at 3 (Hold) [5] - The Zacks Consensus EPS estimate has increased by 0.15% in the past month [5] Valuation Metrics - Palo Alto Networks has a Forward P/E ratio of 54.29, which is lower than the industry average Forward P/E of 67.99 [6] - The company has a PEG ratio of 2.75, indicating its expected earnings growth rate [6] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 192, placing it in the bottom 23% of over 250 industries [7] - Research indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Palo Alto Networks (PANW) experienced a slight decline of -1.2% in its recent trading session, underperforming compared to the S&P 500's loss of 0.28% [1] - Over the past month, PANW shares have appreciated by 10.37%, outperforming the Computer and Technology sector's gain of 7.19% and the S&P 500's gain of 4.03% [1] Earnings Forecast - Analysts forecast an EPS of $0.89 for the upcoming earnings disclosure, reflecting a 14.1% increase from the same quarter last year [2] - Revenue is expected to reach $2.46 billion, marking a 15.08% increase from the prior-year quarter [2] Full Year Projections - For the full year, earnings are projected at $3.79 per share and revenue at $10.42 billion, indicating increases of +13.47% and +13.03% respectively from the previous year [3] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3] Stock Performance and Valuation - The Zacks Rank system, which assesses estimate changes, indicates a current rank of 3 (Hold) for Palo Alto Networks [5] - The company is trading at a Forward P/E ratio of 57.53, which is lower than the industry average of 71.61, suggesting a discount relative to its peers [6] Growth Metrics - PANW has a PEG ratio of 2.92, compared to the Security industry's average PEG ratio of 2.89 [7] - The Security industry is ranked in the bottom 21% of all industries according to the Zacks Industry Rank [7][8]

Core Viewpoint - Palo Alto Networks reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and showing an increase from $0.75 per share a year ago, representing an earnings surprise of +7.95% [1][2] Financial Performance - The company achieved revenues of $2.54 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.46%, and up from $2.19 billion year-over-year [2] - Over the last four quarters, Palo Alto has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance and Outlook - Palo Alto shares have declined approximately 2.7% since the beginning of the year, while the S&P 500 has gained 9.7% [3] - The company's current Zacks Rank is 4 (Sell), indicating expectations of underperformance in the near future [6] Future Earnings Expectations - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $2.44 billion, and for the current fiscal year, it is $3.65 on revenues of $10.43 billion [7] - The outlook for the industry, particularly the Security sector, is currently in the bottom 28% of Zacks industries, which may impact stock performance [8]

Core Insights - Gen Digital's international operations are crucial for assessing its financial resilience and growth prospects [1][2] - The company's ability to penetrate international markets significantly influences its financial health and growth trajectory [2][3] Revenue Performance - Total revenue for the quarter reached $1.26 billion, marking a 30.3% year-over-year increase [4] - APJ region generated $110 million, accounting for 8.8% of total revenue, which was a 7.36% miss compared to expectations [5] - EMEA region contributed $268 million, representing 21.3% of total revenue, also falling short by 6.43% against analyst projections [6] Future Projections - Analysts expect Gen Digital to report revenues of $1.19 billion for the current fiscal quarter, reflecting a 22.2% increase year-over-year [7] - For the full year, projected total revenue is $4.74 billion, indicating a 20.4% rise from the previous year [8] Market Dynamics - The reliance on global markets presents both opportunities and challenges for Gen Digital, making the analysis of international revenue trends essential for forecasting [9][10] - The company's stock performance has outpaced the S&P 500 over the past month and three months, indicating positive market sentiment [13]