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Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.
Vertiv shares fell 20% in three months due to project delays and supply-chain issues, but the company reported strong Q2 results with 24% sales growth and 22.6% adjusted operating margin. Benefiting from robust AI infrastructure demand, Vertiv expects Q3 sales of $3.65B-$3.85B and adjusted EPS of $1.77-$1.83. However, the stock trades at a premium valuation (20.94X Price/Book) and faces stiff competition, earning a Zacks Rank #3 (Hold) rating.
Philadelphia Fed factory activity jumped to 47.4 in August versus 25.0 expected, and six-month optimism hit its highest level since 1983.