The Beat Sheet Doesn’t Grade on a Curve A double beat was enough for Medtronic, but not enough for Palo Alto after its massive run to new highs. Yesterday, we heard from Medtronic $MDT, Ulta Beauty $ULTA, and Palo Alto Networks $PANW, and all three beat their headline expectations.But the reactions were all over the place...MDT rallied more than 5%, while ULTA and PANW each fell... June 4, 2026 Daily Beat $MDT $PANW