PTC (NASDAQ:PTC) reported its calendar Q3 2026 results, surpassing Wall Street's revenue and adjusted EPS estimates despite a 24.7% year-on-year decline in revenue to $673.3 million. The company's adjusted profit per share was $2.03, beating consensus, and adjusted operating income also exceeded expectations. While annual recurring revenue slightly missed forecasts, PTC demonstrated strong customer acquisition efficiency with a CAC payback period of 1.7 months.

Arista Networks Inc. reported a record-breaking third quarter with 58.5% year-over-year revenue growth, highlighting the network's increasingly crucial role in AI infrastructure. CEO Jayshree Ullal emphasized a shift to a "network-centric approach" for AI, as network performance directly impacts AI factory productivity and GPU utilization. Arista is well-positioned due to its support for diverse accelerators, ability to scale across distributed AI deployments, and initiatives like ESUN for in-rack networking.

Coherent Corp. reported a significant surge in its fiscal first-quarter profit and revenue, driven by accelerating demand for optical connectivity gear in AI data centers. Adjusted net earnings increased by 91% to $422 million, with revenue rising 49.9% to $2.37 billion. The company provided optimistic guidance for future quarters, projecting substantial revenue growth and an increased gross margin target.

The article presents a seasonal returns chart for Fortinet, Inc. (FTNT), displaying the average monthly price return between 2016 and 2026. It includes current stock prices and after-hours trading information for FTNT. The page also provides quick links to summary, news, charts, and other financial data for the company.

Netgear, Inc. (NTGR) reported Q3 EPS of $0.13, surpassing analyst estimates by $0.15, but missed on revenue with $167.3 million against a consensus of $170.28 million. The company provided Q4 2026 revenue guidance of $160-175 million, which is below the consensus estimate of $181.4 million.

Linda T. Hollembaek, a director at Manhattan Associates Inc. (NASDAQ:MANH), sold 1,315 shares of common stock for $328,750 on November 3, 2026, at $250 per share. This transaction occurred after the stock surged 81% in six months and is trading near its 52-week high, with InvestingPro analysis suggesting it is overvalued. Despite the sale, Hollembaek still directly holds 10,953 shares, following the company's strong Q3 2026 earnings and a raised price target from Stifel.

NetSol Technologies, Inc.'s Pakistani subsidiary, NetSol Technologies Limited, reported a 17% increase in revenue to PKR 2,620 million for the quarter ended September 30, 2026, compared to PKR 2,244 million in the prior fiscal year. The subsidiary's net profit after tax surged to PKR 508 million from PKR 50 million, with diluted EPS rising to PKR 5.82 from PKR 0.57. These results are specific to the subsidiary and do not represent the parent company's consolidated financials.

Honeywell International has completed its transformation into a "pure-play automation company" after spinning off its Aerospace Technologies business on June 29, 2026. This strategic shift, which saw the largest segment (Aerospace) divested, means investors should now evaluate Honeywell based on its automation segments, such as Building Automation and Industrial Automation, and its renewed focus on higher-growth markets like LNG and data centers. The company reported organic sales growth across all segments in Q3 2026, raising its full-year outlook, though Industrial Automation's performance remains a key metric to watch.

Goodman Group and Digital Realty have jointly acquired a 9.9% stake in NextDC for $730 million, paying a significant premium over NextDC's previous closing price. This move expands their presence in the data center sector, despite NextDC facing challenges with power supply issues at its Melbourne site, which led to reduced full-year earnings guidance. The acquisition was structured through Auckland Investments No.1 Trust, with both buyers holding equal ownership.

Walmart has expanded the capabilities of its Sparky artificial intelligence agent to enhance the 2026 Christmas shopping season experience. New features include converting handwritten lists to online carts, providing product suggestions based on uploaded photos (e.g., stain removal, fashion inspiration), and in-store navigation with illuminated digital price tags. Sparky also now assists with holiday cooking recipes and gift suggestions, and Walmart plans to introduce voice capabilities and expand to Canada and Mexico with French and Spanish language support.