Palo Alto Networks $PANW delivered another double beat this quarter, topping revenue and earnings expectations.

However, the market slammed the stock by nearly 7% instead of rewarding the results.

This marked the 5th time in the last 7 quarters that the stock has been punished for its earnings report.

That kind of streak tells you everything you need to know.

Despite solid growth, the reaction suggests investors are losing patience. 

Concerns over slowing billings growth, rising competition in cybersecurity, and a general lack of upside guidance are weighing heavily. 

A good report isn't enough when you add valuation sensitivity in a jittery tech tape.

At this point, the fundamentals aren’t the problem...

Expectations are.

So what else did we learn from yesterday's earnings reactions? Let’s dive into the details.

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Keysight Technologies $KEYS had the best reaction score...

Home Depot $HD just can’t seem to turn the corner.

The company reported mixed results, and once again, the market punished the stock. 

This marks the 3rd negative earnings reaction in the last 5 quarters. 

It’s not hard to see why the market is consistently punishing the stock for reporting earnings.

Margins are under pressure. 

Earnings are declining.

And guidance? Not encouraging... Management expects another drop in EPS for fiscal 2025.

That’s not the kind of fundamental story investors want to back right now.

This isn’t just a bad quarter. It’s a negative fundamental trend. 

The market continues to respond in the same way: sell first, ask questions later.

So what else did we learn from the Home Depot earnings report? Let’s dive into the details.

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Home Depot $HD fell 0.61% and had a reaction score of -0.17 after reporting mixed results.

The...

There weren’t any S&P 500 earnings reactions yesterday…

But over in small-cap land, one stock just made a statement.

Let’s talk about Porch Group $PRCH.

A $1 billion vertical software platform that serves the home services and real estate industries. They help streamline everything from home inspections to insurance, moving, and repairs—all from a centralized platform.

For years, Porch was stuck in the penalty box. But that seems to be changing right now.

In its latest earnings report, the company posted a surprise profit, beat revenue expectations, and raised full-year guidance. 

The market was expecting the company to report a loss of $0.11 per share. Instead, they reported a gain of $0.08 per share.

That's a beat of 170%! 

This was a significant development for a company that has been fighting to prove its model scales. 

The market has taken note of their actions, and shareholders are being handsomely rewarded.

After the report, PRCH exploded higher, leaving behind a monster earnings gap 👇

Now, just a few days later, Porch Group is consolidating in a tight bullish continuation pattern...