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]

Gen Digital (GEN) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.67%. A quarter ago, it was expected that this security software maker would post earnings of $0.58 per share when it actually produced earnings of $0.59, delivering a surprise of +1.72%.Over the last four quarters, th ...

Core Viewpoint - Palo Alto Networks (PANW) has experienced a stock decline of -14.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, and the Zacks Security industry has lost 8.5% during the same period, raising questions about the stock's near-term direction [1] Earnings Estimates - For the current quarter, Palo Alto is expected to post earnings of $0.88 per share, reflecting a year-over-year increase of +17.3%, with the Zacks Consensus Estimate remaining unchanged over the last 30 days [4] - The consensus earnings estimate for the current fiscal year is $3.27, indicating a +15.1% change from the previous year, also unchanged over the last 30 days [4] - For the next fiscal year, the consensus earnings estimate is $3.65, suggesting an +11.4% change from the prior year, with a slight increase of +0.1% over the past month [5] Revenue Growth - The consensus sales estimate for the current quarter is $2.5 billion, representing a year-over-year change of +14.2% [10] - For the current fiscal year, the revenue estimate is $9.19 billion, indicating a +14.4% change, while the next fiscal year's estimate of $10.45 billion reflects a +13.8% change [10] Last Reported Results - In the last reported quarter, Palo Alto generated revenues of $2.29 billion, a year-over-year increase of +15.3%, with an EPS of $0.8 compared to $0.66 a year ago [11] - The reported revenues exceeded the Zacks Consensus Estimate of $2.28 billion by +0.57%, and the EPS surprise was +3.9% [11] - The company has consistently beaten consensus EPS and revenue estimates in the trailing four quarters [12] Valuation - Palo Alto is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued, rightly valued, or undervalued [14][15] Conclusion - The Zacks Rank 3 suggests that Palo Alto may perform in line with the broader market in the near term, despite the current market buzz [17]

Palo Alto Networks (PANW) closed at $193.84 in the latest trading session, marking a -5.21% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.3% for the day. Meanwhile, the Dow experienced a drop of 0.46%, and the technology-dominated Nasdaq saw a decrease of 0.38%. The security software maker's stock has dropped by 0.07% in the past month, falling short of the Computer and Technology sector's gain of 4.85% and the S&P 500's gain of 3.64%.Analysts and investors alike ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Gen Digital (GEN) . This company, which is in the Zacks Technology Services industry, shows potential for another earnings beat.When looking at the last two reports, this security software maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 1.77%, on average, in the last two ...

Company Performance - Palo Alto Networks (PANW) closed at $190.72, reflecting a +1.78% change from the previous day, outperforming the S&P 500's gain of 0.14% [1] - The stock has decreased by 4.52% over the past month, underperforming the Computer and Technology sector's increase of 5.36% and the S&P 500's increase of 3.97% [1] Earnings Expectations - The upcoming earnings report is anticipated to show an EPS of $0.88, representing a 17.33% increase from the same quarter last year [2] - Revenue is expected to reach $2.5 billion, indicating a 14.17% growth compared to the prior year [2] Annual Estimates - For the annual period, earnings are projected at $3.27 per share and revenue at $9.19 billion, reflecting increases of +15.14% and +14.42% respectively from the previous year [3] - Recent changes in analyst estimates suggest a positive outlook for the company's near-term business trends [3] Valuation Metrics - Palo Alto Networks has a Forward P/E ratio of 57.24, which is lower than the industry average of 71.99, indicating a potential discount [6] - The current PEG ratio is 2.81, compared to the industry average of 2.98, suggesting competitive valuation within the security sector [7] Industry Ranking - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 73, placing it in the top 30% of over 250 industries [7] - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1, indicating a favorable environment for companies within this ranking [8]

Core Insights - Microsoft Corp shares reached an all-time high of $469.65, closing at $467.68, driven by favorable market trends for mega-cap tech stocks, particularly in AI and cloud computing [1] - A BofA Securities survey indicated modest declines in software growth expectations for 2025 and 2026 due to macroeconomic uncertainties, yet spending is projected to grow nearly 10% annually [2][3] - Strong corporate earnings, with nearly 80% of S&P 500 firms exceeding first-quarter expectations and a collective $1.75 trillion market cap gain in May, have contributed to bullish sentiment [3] Company Performance - Microsoft was among the six companies in the Magnificent Seven to beat earnings estimates, contributing to a significant market cap increase [3] - Analysts note that Microsoft is trading at a forward P/E ratio near 27, indicating stretched valuations, but the company is still viewed favorably due to its AI-driven growth and robust business model [4] Industry Trends - Data analytics, cloud communications, and security are identified as top spending priorities, with Microsoft, Snowflake, and Datadog positioned as key beneficiaries in these areas [2] - The overall tech sector is experiencing a positive sentiment, with investors rewarding firms that demonstrate strong growth potential driven by innovation [4]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Gen Digital (GEN) - Gen Digital currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, GEN shares have increased by 3.23%, while the Zacks Technology Services industry remained flat [5] - In a longer timeframe, GEN's monthly price change is 12.13%, significantly outperforming the industry's 0.72% [5] - Over the past quarter, GEN shares have risen by 6.62%, and over the last year, they have gained 16.2%, compared to the S&P 500's increases of 2.37% and 14.4%, respectively [6] Trading Volume - GEN's average 20-day trading volume is 5,431,610 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, two earnings estimates for GEN have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $2.42 to $2.43 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [9] Conclusion - Considering the positive momentum indicators and earnings outlook, GEN is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Insights - CrowdStrike's shares fell over 6% following disappointing revenue guidance for the current quarter [1] - The company expects revenue between $1.14 billion and $1.15 billion, below the $1.16 billion analyst estimate [2] - Adjusted earnings per share are projected between 82 cents and 84 cents, slightly above the LSEG estimate of 81 cents [2] Financial Performance - Despite weaker guidance, CrowdStrike exceeded earnings estimates with adjusted earnings per share of 73 cents, surpassing the expected 65 cents [5] - Revenue grew approximately 20% year-over-year, but the company reported a net loss of $110.2 million, or 44 cents per share, compared to a net income of $42.8 million, or 17 cents per share, from the previous year [6] - CrowdStrike announced a $1 billion share repurchase plan [6] Operational Challenges - The company is still experiencing repercussions from a significant outage last July, which affected flights and hospital procedures [3] - The termination of the customer commitment packages incentive program resulted in a revenue reduction of about $11 million for the quarter [4] - CrowdStrike anticipates a further revenue impact of $10 million to $15 million through the end of the fiscal year [4] Market Sentiment - Analyst Peter Levine from Evercore ISI downgraded CrowdStrike shares to "in line," citing a combination of full valuation and recurring one-time events as factors affecting upside potential [5] - There is growing investor frustration regarding unresolved issues within the company [5]