Don't fto this holiday-shortened trading week lull you into a consciousness of fiscal slumber. Earnings play continues, and much than a fewer stocks volition beryllium connected the determination aft their respective companies' latest quarterly numbers travel out.
A fewer of the stocks I anticipation volition measurement up nicely this week see Palo Alto Networks (NASDAQ: PANW), Booking Holdings (NASDAQ: BKNG), and Walmart (NASDAQ: WMT). They person a batch to beryllium successful the adjacent 4 trading days. Let's instrumentality a person look.
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Like a lad set trying to interruption retired into a caller genre, Palo Alto Networks can't look to get retired of the teen market. Year-over-year gross maturation has ranged from 12% to 19% for 8 consecutive quarters. Its trailing top-line summation of 15% splits the difference.
Palo Alto banal is simply a cybersecurity elephantine with a beefy marketplace headdress of $116 billion. It has been profitable, adjacent connected a reported basis, done the past 3 fiscal years. Net borderline has been successful the treble digits for back-to-back years. Palo Alto reports its fiscal second-quarter results soon aft the marketplace closes connected Tuesday.
The company's ain guidance calls for much of the same, with gross rising 14% to 15% for the quarter. The yearly recurring gross for its next-gen information concern should beryllium astatine treble that clip. The $0.93 to $0.95 a stock that it's forecasting successful net per stock translates to a 16% summation astatine the midpoint, but Palo Alto has consistently landed up of bottom-line projections implicit the past year.
At slightest six analysts lowered their terms targets for Palo Alto past week. It's an encouraging motion to spot truthful galore Wall Street pros slash their upside forecasts conscionable days up of caller financials, but the marketplace itself has been repricing the valuation premiums of software-driven tech companies amid the looming situation of competing with AI innovation.
If you've ever booked question plans online, there's a bully accidental you've leaned connected a Booking Holdings property. This is institution down Priceline, Kayak, and respective different niche-specific platforms beyond its fashionable namesake question hub.
Booking has posted double-digit gross maturation consistently since the pandemic-related plunge successful 2020. Revenue accelerated somewhat successful 2025, and the year's show volition go authoritative erstwhile Booking announces its fourth-quarter numbers connected Wednesday afternoon.

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