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Can Arista's Third Guidance Raise Still Make You Money?
Trefis9d agoneutral
Can Arista's Third Guidance Raise Still Make You Money?

Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.

Palo Alto Networks (PANW) Is Up 12.2% After New AI Guidance And Capital Moves - Has The Bull Case Changed?
Simply Wall St.9d agoneutral
Palo Alto Networks (PANW) Is Up 12.2% After New AI Guidance And Capital Moves - Has The Bull Case Changed?

Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks’ Frontier AI...

Northwest Pipe (NWPX): Buy, Sell, or Hold Post Q2 Earnings?
StockStory9d agoneutral
Northwest Pipe (NWPX): Buy, Sell, or Hold Post Q2 Earnings?

Northwest Pipe currently trades at $100.49 and has been a dream stock for shareholders. It’s returned 299% since September 2021, blowing past the S&P 500’s 70.6% gain. The company has also beaten the index over the past six months as its stock price is up 38.8% thanks to its solid quarterly results.

Broadcom (AVGO) Could Be 47% Below Fair Value On Buybacks And Revenue Guidance
Simply Wall St.9d agobullish
Broadcom (AVGO) Could Be 47% Below Fair Value On Buybacks And Revenue Guidance

Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales. The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlines focus on AI guidance tweaks, regulatory questions around VMware, and...

Western Digital (WDC): Buy, Sell, or Hold Post Q2 Earnings?
StockStory9d agoneutral
Western Digital (WDC): Buy, Sell, or Hold Post Q2 Earnings?

The past six months have been a windfall for Western Digital’s shareholders. The company’s stock price has jumped 50.5%, hitting $430.84 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

SEALSQ H1 Earnings Call Highlights
MarketBeat9d agoneutral
SEALSQ H1 Earnings Call Highlights

SEALSQ (NASDAQ:LAES) reported sharply higher revenue and gross profit for the first half of 2026, while widening operating losses as the company increased spending on post-quantum security products, certifications, acquisitions and its broader quantum technology strategy. Revenue rose 131% to $11.2

Investing.com9d agoneutral
Wells Fargo expects loan growth to exceed guidance for 2026

Investing.com -- Wells Fargo CFO Mike Santomassimo said Tuesday that the bank’s loan growth will likely surpass its full-year 2026 guidance. He made the remarks while speaking at the Barclays Global Financial Services Conference.

IP Group H1 Earnings Call Highlights
MarketBeat9d agoneutral
IP Group H1 Earnings Call Highlights

IP Group (LON:IPO) reported higher net asset value, strong cash realizations and broad portfolio activity in the first half of 2026, while management said it remains focused on converting portfolio value into shareholder returns. Net asset value per share increased 3.2% during the half year to 114p

How Investors May Respond To Snowflake (SNOW) AI-fueled Guidance Hike and $3.7 Billion Buyback
Simply Wall St.10d agobullish
How Investors May Respond To Snowflake (SNOW) AI-fueled Guidance Hike and $3.7 Billion Buyback

In early September 2026, Snowflake reported second-quarter fiscal 2027 results showing higher sales of US$1,546.79 million and a reduced net loss of US$191.72 million, while also completing a US$3,697.59 million share repurchase program that retired 25,378,000 shares. Management attributed the stronger performance to growing adoption of its AI offerings, including CoCo and CoWork, and raised full-year fiscal 2027 product revenue and operating margin guidance, signaling increased confidence...

Citigroup Sees ROTCE Beating Guidance as Markets, Cards and Services Gain
MarketBeat10d agobullish
Citigroup Sees ROTCE Beating Guidance as Markets, Cards and Services Gain

Citigroup (NYSE:C) Chief Financial Officer Gonzalo Luchetti said the bank expects full-year return on tangible common equity, or ROTCE, to finish slightly above the high end of its previously stated 10% to 11% range, citing continued momentum across its markets, banking, services and consumer busine