Latest news with #MarketSurgeInc
Forbes
20-05-2025
- Business
- Forbes
Palo Alto Networks Earnings Preview: Cybersecurity In Focus
Palo Alto Networks is scheduled to report earnings after Tuesday's close. The stock hit a record high near $208.39/share in 2025 and, as of this writing, it is currently trading near $194. The stock is prone to big moves after reporting earnings and can easily gap up if the numbers are strong. Conversely, if the numbers disappoint, the stock can easily gap down. To help you prepare, here is what the Street is expecting: The company is expected to report a gain of $0.77/share on $2.27 billion in revenue. Meanwhile, the so-called Whisper number is a gain of $0.78/share. The Whisper number is the Street's unofficial view on earnings. Charts & Data Courtesy of MarketSurge Inc. Charts & Data Courtesy of MarketSurge Inc. The company has grown its earnings nicely over the last several years. In 2020 the company earned $0.82/share. In 2021, the company earned $1.03. In 2022, earnings grew to $1.26 and in 2023 earnings came in at $2.22. In 2024, the company earned $2.84. Looking forward, earnings are expected to grow to $3.23 in 2025 and grow to $3.66 in 2026. Meanwhile, the stock sports a price to earnings ratio of 51 which is 2.1x the S&P 500. Technically, the stock has been in a downtrend since February 2025 but is currently tracing out a bullish cup-with-handle pattern. The stock is only 7% below its record high which is very encouraging. After earnings, the bulls want to see the stock gap up and rally and the bears want to see it gap down and fall. Here's the company profile according to Yahoo! finance: Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company's network security platforms include Prisma Access, a security services edge (SSE) solution, as well as Strata Cloud Manager, a network security management solution. It also provides cloud security solutions, including Prisma Cloud, a cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. In addition, the company provides security operation solutions through Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR for the prevention, detection, and response to complex cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. Further, it provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. Additionally, the company offers professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. It sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California. From where I sit, the most important trait I look for during earnings season is how the market and a specific company reacts to the news. Remember, always keep your losses small and never argue with the tape. Disclosure: The stock has been featured on
Forbes
15-05-2025
- Business
- Forbes
Tariffs, Shmariffs: Walmart's Earnings Show The Consumer Is Strong
Walmart reported earnings before Thursday's open and over the next few weeks several other big retailers will be reporting earnings too. The big question investors are asking: Is the Consumer Still Strong? So far, the answer is yes. Let's dive in and take a look. Here's A Closer Look At Walmart's Earnings Walmart posted fiscal Q4 2025 earnings of $0.66 per share on revenue of $180.55 billion, slightly beating Wall Street's revenue expectations but falling short of the more bullish "whisper" earnings forecast of $0.68 per share. The whisper number is the unofficial estimate from analysts. Earnings were up 10% vs the same quarter last year and sales were up 4%. That's impressive considering how much tariff and recession fear was out there last quarter. Click on the chart to join MarketSurge Charts & Data Courtesy of MarketSurge Inc. Analyst Estimates Analysts had expected $0.65 per share on $179.42 billion in revenue. Earnings came in below the whisper number but revenue was up compared to the same quarter last year which is a welcomed sign. Forward Estimates Looking ahead, Walmart projects Q1 2025 earnings between $0.57 and $0.58 per share, with revenue expected between $166.35 billion and $167.97 billion. For fiscal 2026, the company anticipates it will earn $2.50 to $2.60 per share on revenue ranging from $701.4 billion to $708.2 billion. That's a healthy number considering the tariff situation and that many people believe we are currently in a mild recession. When you dive deeper the company believes it will earn $0.64 per share in Q1 earnings on $166.88 billion in revenue, and $2.74 per share on $705.8 billion for the full year. Company Profile Walmart describes itself as a people-first, tech-enabled omnichannel retailer, focused on helping customers save money and live better—whether shopping in stores, online, or via mobile. Here's the full company profile: Walmart Inc. engages in the operation of retail and wholesale stores and clubs, eCommerce websites, and mobile applications worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; and ecommerce websites, such as PhonePe and other sites. The company also offers grocery items, including dry grocery, snacks, dairy, meat, produce, deli and bakery, frozen foods, alcoholic and nonalcoholic beverages, as well as consumables, such as health and beauty aids, pet supplies, household chemicals, paper goods, and baby products; and fuel and other categories. In addition, it is involved in the provision of health and wellness products covering pharmacy, optical and hearing services, over-the-counter drugs, and protein and nutrition products; and home, hardlines, and seasonal items, including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, and mattresses. Further, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Additionally, it operates digital payment platforms; offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access; and markets lines of merchandise under private and licensed brands. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. Tariffs, Shmariffs Many investors were concerned that the US consumer would be crushed by the tariffs scare earlier this year. So far, that is not the case. That could change in the future but for now, the US consumer remains strong. We still have many more retail stocks reporting earnings over the next few weeks and that will give us more data on the health of the consumer. Until we see any major disasters, the US consumer remains strong.
