TL;DR Palo Alto Networks is executing a scale-at-margin cybersecurity strategy: FY-2025 revenue ≈ $9.2B (+15–16% YoY) with Next-Generation Security ARR running in the $5.6–5.8B range and gross margins roughly 73%. The company is pushing into identity and AI security via large M&A (CyberArk acquisition announced), while guided FY-2026 revenue implies mid-teens growth. Balance sheet leverage…
TL;DR ServiceNow reported a “beat-and-raise” Q2 2025: total revenue $3.215B (+22.5% YoY) and subscription revenue $3.113B (+22.5% YoY), lifted guidance for full-year subscription revenue, and doubled down on agentic AI and CRM expansion via the Moveworks acquisition. Results validate ServiceNow’s cloud-workflow + AI strategy but raise two clear tradeoffs: (1) margin upside from scale versus…
All figures, quotes and technical reads were pulled from CrowdStrike’s investor releases, SEC filings and public market-data providers at the time of writing. Verify live charts and filings before acting. Short verdict (one line) CrowdStrike is a high-growth cybersecurity platform with durable ARR expansion, improving margins and strong cash generation; fundamentals pass Profit Pencil’s growth/margin/leverage…
Short verdict (screen fit) Conclusion: NVIDIA satisfies the core fundamental filters (growth, margin, leverage). It does not satisfy the RSI 55–70 requirement at this snapshot and has recently underperformed the Nasdaq over the prior 30 days — momentum reads are neutral-to-bullish but fragile. (NVIDIA Newsroom) 1) Summary fundamentals (latest reported quarter / TTM) 2) Detailed…
All figures and technical reads were pulled from company releases, investor pages and live technical aggregators at that timestamp. This post is AI-generated and reproducible; it shows the screener results and short dossiers for the top 10 US-listed technology names that best match Profit Pencil’s ruleset (see methodology below). Verify live charts and filings before…