Daily Brief United States: Visa, Palo Alto Networks, Doximity, Block , Epam Systems, Ma Com Technology Solutions, MP Materials Corp, Alliant Energy, Honeywell International, Genpact Ltd and more

• AI is becoming more integrated into daily life, including potential use for planning holidays and making payments
• Visa is focusing on innovation to redefine the future of payments, with a history of adapting to new technologies and consumer expectations
• Visa’s chief Product officer discusses the company’s vision for the future of consumer payments and the opportunities they see in the market

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• Palo Alto Networks (PANW US) is acquiring CyberArk Software Ltd (CYBR US) in a $25B stock-and-cash deal, with shareholders receiving $45 plus 2.2005 PANW shares per CYBR share.
• The transaction is expected to close in the second half of Palo Alto’s fiscal 2026 (February–July 2026), subject to customary regulatory approvals and CyberArk shareholder consent.
• Upon completion, the deal will trigger significant passive flows, with an upweight of Palo Alto Networks (PANW US) and the removal of CyberArk Software Ltd (CYBR US) from relevant indices.

• Doximity, a professional network for physicians, recently reported its fiscal 2026 first-quarter results.
• The company posted a revenue of $146 million, marking a 15% year-over-year increase, exceeding its guidance by 4%.
• The adjusted EBITDA was $80 million, translating to a 55% margin, which was above the guidance range, reflecting a 21% year-on-year growth.

• Block, Inc.’s latest earnings report for the second quarter of 2025 provided key insights into the company’s ongoing strategies, progress, and operational challenges.
• Showing signs of a return to growth mode, the company reported a gross profit of $2.5 billion, up 14% year-over-year, and an adjusted operating income of $550 million, reflecting a 38% increase.
• This indicates an expansion in margins to a new peak of 22%.

• EPAM Systems, Inc. reported robust results for the second quarter of 2025, delivering significant growth across multiple dimensions.
• Key highlights of the report include a solid year-over-year revenue increase of 18% to $1.353 billion, with organic constant currency growth of 5.3%.
• This marks the third consecutive quarter of positive organic growth amidst a challenging macroeconomic environment.

• MACOM Technology Solutions Holdings (MACOM) reported its third fiscal quarter of 2025 results showing a strong performance, with revenue reaching $252.1 million, reflecting a 6.9% quarter-on-quarter increase.
• Adjusted earnings per share (EPS) were $0.90, marking a new record for the company.
• The company demonstrated strong cash generation, ending the quarter with $735 million in cash and short-term investments, reflecting solid financial health.

• MP Materials reported a significant transformation in its operations and strategic positioning during the second quarter of 2025.
• The company has embarked on strategic partnerships with the Department of Defense (DoD) and Apple, marking a new chapter in its operational history.
• These partnerships serve as significant validations of MP Materials’ strategic mission and reflect substantial steps towards enhancing its supply chain capabilities and vertical integration.

• Alliant Energy has reported its second quarter financial results for 2025, showcasing a notable performance amidst ambitious growth objectives and strategic investments.
• The company announced ongoing earnings of $0.68 per share, a healthier position than the $0.57 per share reported in the same quarter last year, driven by successful capital investment programs and improved electric and gas sales.
• The company reaffirms its full-year 2025 earnings guidance range of $3.15 to $3.25 per share and maintains a long-term annual earnings growth target of 5% to 7%.

• Honeywell submitted a Form 10 registration statement to the SEC on August 21, formally initiating the planned separation of Solstice Advanced Materials as a standalone company
• The new entity will focus on specialty materials such as refrigerants, semiconductor materials, protective fibers, and healthcare packaging.
• Honeywell retains Aerospace Technologies, Industrial Automation, Building Automation, and the non-Advanced-Materials pieces of Energy & Sustainability Solutions.

• Genpact Limited’s financial performance in the second quarter of 2025 presented a mix of strengths and potential challenges for investors to consider.
• The company reported a revenue of $1.25 billion, marking a 7% year-over-year increase, showing robust growth across its business segments.
• Profitability also improved, with gross margin expanding by 50 basis points and adjusted operating income margin increasing by 40 basis points over the previous year.