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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Jim Cramer is Bullish on Palo Alto (PANW) After Earnings Report
Insider Monkey22d agoneutral
Jim Cramer is Bullish on Palo Alto (PANW) After Earnings Report

Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock’s reaction shows that investors are demanding more than an earnings beat from one of the market’s biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said: The cybersecurity stocks have been climbing steadily higher for months now, […]

RTX (RTX) Stock Looks Below Fair Value On Cash Flow, Near Fair Value On Earnings
Simply Wall St.22d agoneutral
RTX (RTX) Stock Looks Below Fair Value On Cash Flow, Near Fair Value On Earnings

RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...

Axcelis Technologies (ACLS) Stock Could Look Pricey On Current Earnings Power
Simply Wall St.22d agoneutral
Axcelis Technologies (ACLS) Stock Could Look Pricey On Current Earnings Power

Axcelis Technologies has delivered a strong 5 year share price gain, yet the stock now screens as expensive on several valuation checks and carries a low overall value score. For investors, the recent pullback raises the question of whether this is a healthy reset or a sign that earlier enthusiasm pushed the valuation too far. Axcelis Technologies has returned about 127% over 5 years, which points to a stock that has already rewarded patient holders. The company’s ability to convert its...