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News articleSeeking Alpha· February 15, 2026

Earnings week ahead: WMT, ET. OXY, PANW, NEM, MDT, DVN, DE, ETSY, CVNA, and more

Earnings week ahead: WMT, ET…

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OXY trades at a sector premium despite falling toward $40, supported largely by the perceived Buffett put. Earnings remain under pressure with the stock trading at ~30x 2026 EPS and free cash flow yields trailing peers such as Devon Energy. The $9.7B OxyChem sale to Berkshire Hathaway strengthens liquidity and supports debt reduction but does not fully offset lower forward earnings, leaving valuation and leverage as key overhangs.
80% confidence
PANW stock warrants a Sell rating due to premium valuation and signs of slowing momentum. Next-generation ARR growth decelerated to 29% from 32%. Management guidance for Q2 and FY26 implies further slowing across revenue, RPO, and next-gen ARR. Additional headwinds include DRAM pricing pressures and China-related restrictions.
80% confidence
While Walmart has demonstrated exceptional long-term performance (~520% total return over the past decade, far outpacing the S&P 500), fundamentals no longer justify the premium. WMT now trades at valuation multiples exceeding peers such as Amazon, Alphabet, Meta, and even Nvidia, raising the risk of multiple compression if growth remains in the mid-single digits.
80% confidence
Seeking Alpha Quant Rating on WMT is Hold, reflecting valuation concerns.
80% confidence
Seeking Alpha Quant Rating on OXY is Hold, broadly aligning with sell-side caution around near-term growth.
80% confidence
Seeking Alpha Quant Rating on PANW stands at Hold.
80% confidence