Undervalued efficiency play: FDX margins expand, $250–$300 in sight
I’ve been closely following FedEx (FDX) for years now, and the Q1 FY2026 earnings report once again affirmed my thesis: this is a company that can defy market skepticism when it focuses on operational discipline.
Palo Alto Networks (PANW) Latest Earnings Take - August 2025
Palo Alto Networks delivered a strong set of results for its fiscal Q4 2025, clearly outpacing Wall Street’s expectations and offering upbeat guidance for the year ahead. The company’s ongoing momentum in next-generation security and cloud business was obvious, yet there were a few notable financial swings to watch.