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PERI Q2 2026 Earnings: EPS Delivers 143.75% Surprise, Turning a Consensus Loss into a Profit - Profit Recovery Report

Upwork (UPWK) Cut Its Outlook, Is The 30% Undervaluation Case Still Intact?

Key deals this week: Workday, Diversified Energy, Aurora Cannabis, and more

[Documents about mergers and acquisitions m&a with a pen.] designer491 Here's a list of key deals reported across sectors this week: Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) soared 19% on a report [https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire]that private equity firm Silver Lake is in talks to buy the software company. Diversified …

Gilat Satellite Networks (GILT) Holds Steady at $11.51 as Trading Range Narrows - Monthly Profile

Brand Engagement Network (BNAI) Pulls Back to $15.9 as Key Support Level Comes into Focus - Double Bottom

Arista Networks Just Hit a Record High After Its First $3 Billion Quarter. Is It Too Late to Buy?

Arista Networks recently achieved a record high after its first $3 billion revenue quarter, significantly raising its full-year guidance for 2026. Despite its strong growth and high operating margins, the stock trades at a premium valuation (63x trailing earnings), raising questions about whether this …

Perion EBITDA drops 61% to $2.8m as open web pulls revenue down 5%

Perion Network reported a 61% drop in adjusted EBITDA to $2.8 million in Q2 2026, with revenue down 5% to $98.2 million, largely due to a strategic pivot away from open web display and promotional pricing for new accounts. Despite growth in channels like …

A10 Networks general counsel sells $392,435 in stock By Investing.com

A10 Networks' General Counsel, Robert Scott Weber, sold 14,086 shares of company stock worth approximately $392,435 on August 11, 2026. This transaction was part of a Rule 10b5-1 trading plan. Despite the sale, Weber still directly holds 50,586 shares, and the company has shown …

Palo Alto Networks (PANW) Deepens Index Presence and Integrations: How Durable Is Its Platform Advantage?

Palo Alto Networks was recently added to Israel’s TA-35 and TA-125 indices, and FireMon integrated its security platform with Palo Alto Networks’ Strata Cloud Manager. These developments reinforce the company's strategy of platformized, AI-driven cybersecurity. The article emphasizes that while index additions are notable, …

ANET Stock Slides On Chip Supply Warning – But Retail Calls It A ‘Fake Selloff’

Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Analysts Just Slashed This Year's Revenue Estimates By 22%

Analysts have significantly cut their revenue estimates for Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) for the current year by 22%, now projecting US$83m for 2026, a 38% decline from previous sales. This downgrade reflects a more pessimistic outlook, with the company's revenue decline expected to …

Worksport Ltd. (WKSP) Gains 2.42% to $0.70, Pressing Against Resistance at $0.73 - Long Short Pair

Workday could be acquired by private equity. Should it though?

[Workday headquarters in Pleasanton, CA, USA] JHVEPhoto Recent reports [https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire] indicated that back office software firm Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) could be acquired by private equity firm Silver Lake. Naturally, that has spurred up talk as to what Workday could be worth, with some analysts …

A10 Networks (ATEN) Stock May Be Above Fair Value On AI Gateway Launch

A10 Networks (ATEN) stock has shown strong multi-year gains, but its valuation is mixed. While the Discounted Cash Flow (DCF) model suggests it's modestly undervalued, the P/E ratio indicates it's overvalued compared to the industry and a tailored fair multiple. The recent launch of …

New Buy Rating for Palo Alto Networks (PANW), the Technology Giant

How Investors May Respond To F5 (FFIV) Slowing Billings And Stagnant Operating Margins

Recent commentary on F5 (FFIV) highlights concerns about slowing billings growth and stagnant operating margins, raising questions about demand and efficiency. While these issues present a near-term risk to F5's investment narrative, the company's share repurchase program signals management's belief in the stock's value. …

American Water Works Faces Mixed Wall Street Sentiment as Utilities Sector Draws Defensive Interest - Earnings Whisper Number

American Water Works: Wall Street's Mixed View on the Largest US Water Utility - Interim Report

TCW Group Inc. Reduces Stock Position in Arista Networks, Inc. $ANET

TCW Group Inc. has reduced its stock position in Arista Networks, Inc. by 2.8% during the second quarter, selling 44,162 shares but retaining over 1.5 million shares worth approximately $260.1 million. Despite this reduction, institutional investors collectively own 82.47% of the company. Key insiders, …

Oakwell Private Wealth Management LLC Invests $1.49 Million in Arista Networks, Inc. $ANET

Oakwell Private Wealth Management LLC has invested approximately $1.49 million in Arista Networks (ANET) by purchasing 8,795 shares, making it their 21st-largest holding. This comes as Arista Networks reported strong quarterly results, exceeding EPS and revenue estimates, and analysts maintain a positive outlook with …

Arista Networks, Inc. $ANET Stock Position Boosted by Smith Group Asset Management LLC

Smith Group Asset Management LLC increased its stake in Arista Networks (ANET) by 7.6% during the second quarter, making it their 9th largest holding. The article also details other institutional investor activity, recent insider stock sales, Arista Networks' financial performance, and current analyst ratings. …

Jennison Associates LLC Has $45.43 Million Stake in Arista Networks, Inc. $ANET

Jennison Associates LLC decreased its stake in Arista Networks (NYSE:ANET) by 4.2% in the second quarter, holding 267,450 shares valued at $45.43 million. Despite this, institutional investors collectively own 82.47% of the company. Arista Networks reported strong quarterly results, with earnings and revenue exceeding …

Arista Networks vs. Intel: Which Technology Stock Is a Better Buy in 2026?

As the artificial intelligence infrastructure boom matures, investors are weighing the rapid growth of Arista Networks (NYSE:ANET) against the turnaround efforts at Intel (NASDAQ:INTC) to see which is the better buy today. Arista provides high-speed networking equipment essential for modern data centers, while Intel …

Illinois Tool Works (NYSE:ITW) Delivers Dividend Quality Investors Can Trust

Illinois Tool Works (NYSE:ITW) is highlighted as a quality dividend stock, passing ChartMill's "Best Dividend" screen due to its strong profitability (rating 9/10), sustainable dividend profile (rating 8/10), and adequate financial health (rating 5/10). The article emphasizes ITW's consistent dividend history, growth, and robust …

Arista Networks, Inc. $ANET Stock Holdings Lowered by DSM Capital Partners LLC

DSM Capital Partners LLC decreased its stake in Arista Networks by 2.0% in the second quarter, selling 54,578 shares but still holding 2.63 million shares valued at approximately $447.1 million. The article notes that institutional investors collectively own 82.47% of the company, and despite …

Crew Capital Management Ltd Takes Position in Arista Networks, Inc. $ANET

Crew Capital Management Ltd has acquired a new stake of 7,518 shares in Arista Networks, valued at approximately $1.28 million. Arista Networks reported strong Q2 results with revenue up 37.7% year-over-year and EPS exceeding expectations, driven by AI infrastructure spending. Despite a consensus "Buy" …

Choreo LLC Acquires 5,343 Shares of Arista Networks, Inc. $ANET

Choreo LLC increased its stake in Arista Networks (ANET) by 21.5% in the second quarter, bringing its total holdings to 30,151 shares valued at $5.12 million. Arista Networks reported strong quarterly earnings of $1.02 per share, exceeding estimates, and revenue of $3.04 billion, a …

Entertainment Network fixes Sep 18 as record date for 27th AGM

BIP Wealth LLC Makes New Investment in Palo Alto Networks, Inc. $PANW

Handelsbanken Fonder AB Has $5.47 Million Holdings in Ubiquiti Inc. $UI

Handelsbanken Fonder AB significantly increased its stake in Ubiquiti Inc. (NYSE:UI) by 565.3% in Q2, bringing its total holdings to 10,245 shares valued at $5.47 million. Despite other institutional investors also growing their positions, overall institutional ownership remains low at 4.0%. Analysts maintain a …

Key facts: Workday, Inc. Class A Silver Lake talks; Targets up

Silver Lake is reportedly in talks to acquire Workday (WDAY) in what would be a significant software buyout, although no agreement or terms have been announced. Analysts have responded by raising Workday's price targets, with Baird increasing its target to $215 from $190, and …

Arista Networks, Inc. $ANET Shares Sold by Ascent Group LLC

Ascent Group LLC decreased its stake in Arista Networks (ANET) by 13.6% in the second quarter, selling 21,153 shares but still holding 134,857 shares valued at $22.9 million. This comes as Arista Networks reported strong quarterly earnings, with revenue up 37.7% and EPS of …

Workiva (WK) Following Strong Q2 And New Guidance, Is The Valuation Opportunity Real?

Jericho Capital discloses 6.6% Workiva (WK) stake in Schedule 13G filing

Jericho Capital Asset Management L.P. and its managing member, Josh Resnick, have reported a 6.6% beneficial ownership stake in Workiva Inc. (WK) Class A common stock. This disclosure was made in a Schedule 13G filing, indicating shared voting and dispositive power over 3,482,515 shares. …

Ubiquiti (UI) Could Be 58% Over Fair Value On Human Rights Lawsuit

Ubiquiti (UI) is facing a human rights lawsuit alleging its networking technology aided Russian drone operations, raising legal and reputational concerns for investors. Despite strong past performance, recent momentum has cooled, and while its P/E ratio is slightly above the industry average, a discounted …

Sun TV Network Limited Just Beat EPS By 31%: Here's What Analysts Think Will Happen Next