Your email has been successfully added to our mailing list.

×
-4.77935319419369E-05 0.000451383357230142 0.000477935319420123 0.000584143168180201 0.000238967659709986 0.00223036482396042 3.13313153841905E-05 0.000743454941320242
Stock impact report

Microsoft, Salesforce Lead Evercore's 2026 Picks [Yahoo! Finance]

Palo Alto Networks, Inc. (PANW) 
Last palo alto networks, inc. earnings: 2/24 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Evercore, which says investors are not ready to walk away from big, infrastructure-led software names just yet. In a note to clients, Evercore said the software rally should broaden next year, but the core AI infrastructure trade is still very much alive. Microsoft, Snowflake ( NYSE:SNOW ), and Oracle ( NYSE:ORCL ) remain top picks, supported by steady AI spending from hyperscalers. Oracle, in particular, has faced questions around debt and its ties to OpenAI, but Evercore said demand for enterprise AI continues to outweigh those worries. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Salesforce also stood out as a comeback story. Analysts said it checks many boxes of a washed-out software name, with improving momentum tied to its AI push and the potential for revenue growth to re-accelerate. Its relatively low free cash flow multiple was seen as making the risk-reward more attractive. Elsewhere Show less Read more
Impact Snapshot
Event Time:
PANW
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison Updated
Event Day
Stock performance from the time of news release until the following 4pm ET market close
Last price at news event
Since Event
Multi-day stock performance from the time of the news release
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST
PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
Last Price
VWAP
High:
Max Up
High:
Low:
Max Down
Low:
%
Post news range
%
Price change

Price Change Percentage


S&P 500
(SPX)

%

Volume ratio
%

Volume
Ticks

Avg transaction size

Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Opt-in for PANW alerts
Opt-in for
PANW alerts

from News Quantified
Opt-in for
PANW alerts

from News Quantified