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Source document· February 17, 2026

Earnings live: Palo Alto Networks stock sinks after company cuts full-year-forecast

View original at finance.yahoo.com
Earnings live: Palo Alto Networks stock sinks after company cuts full-year-forecast The software trade is still under pressure. Late Tuesday, shares of cybersecurity giant Palo Alto Networks (PANW) fell as much as 6% after the company cut its full-year earnings outlook…
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  • Crocs issued full-year 2026 profit guidance of $12.88 to $13.35 per share, beating analyst estimates of $11.92

    80% confidence
  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its test offerings

    80% confidence
  • As GLP-1 adoption grows, consumers eat fewer calories in the day and change their dietary mix

    80% confidence
  • Coinbase customer funds are safe despite users experiencing issues buying and selling on the exchange

    80% confidence
  • Airbnb forecasts Q1 revenue between $2.59 billion and $2.63 billion, ahead of analyst estimates of $2.52 billion

    80% confidence
  • Coinbase expects Q1 subscription and services revenue of $550 million to $630 million

    80% confidence
  • Baxter cited persistent problems from hurricane-related issues at one of its manufacturing plants as reason for below-estimate profit guidance

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in Q1 through February 10

    80% confidence
  • 74% of S&P 500 companies had reported results as of Feb. 13, with blended earnings growth at 13.2% for Q4

    80% confidence
  • McDonald's Extra Value Meal is fundamental in the current operating environment and many locations would keep it

    80% confidence
  • McDonald's is not going to lose on value and has made significant progress on value and affordability platforms

    80% confidence
  • Applied Materials stock is up 27% year to date in 2026

    80% confidence
  • Walmart's Q4 report will be the first under new CEO John Furner and the first since the company joined the trillion-dollar market cap club

    80% confidence
  • If 13.2% blended earnings growth holds, it would represent the 10th consecutive quarter of annual earnings growth and fifth consecutive quarter of double-digit growth for the S&P 500

    80% confidence

Data points we hold from this source

Coinbase Global · net income1300 million_USD
Coinbase Global · revenue1.78 billion_USD
Coinbase Global · stock price-8 percent_change
Coinbase Global · transaction revenue983 million_USD
Coinbase Global · subscription services revenue710-790 million_USD
Coinbase Global · transaction revenue420 million_USD
McDonald's Corporation · same store sales growth6.8 percent

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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