Track market-moving stories before they get noisy

Key Takeaways GE's Defense & Propulsion Technologies revenues rose 7% to $3.47 billion in third-quarter 2026.Defense & systems revenues grew 5%, while propulsion & additive technologies revenues surged 10%.GE expects low-double-digit adjusted revenue growth in the segment for 2026, supported by defense demand.
GE Aerospace (GE - Free Report) is poised to gain from strength in its Defense & Propulsion Technologies segment. In third-quarter 2026, revenues from the segment increased 7% year over year to $3.47 billion and orders grew 18%. The company’s defense & systems business’ revenues grew 5% year over year and engine deliveries within the business increased 4%. In the same period, propulsion & additive technologies business’ revenues surged 10%. Revenue growth was driven by strong demand for GE’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense market.

It is worth noting that in the first nine months of 2026, the company secured a contract from Naval Air Systems Command (NAVAIR) to supply T408-GE-400 engines for the U.S. Marine Corps’ Sikorsky CH-53K King Stallion helicopters. GE secured a five-year contract to provide ongoing support for F414 engines powering the U.S. Navy's F/A-18 and EA-18G aircraft fleet.

It also secured a contract from Turkish Aerospace Industries (“TAI”) to continue integrating its F404 engine into Türkiye's Hurjet jet trainer. The company also clinched a $1.4 billion deal for T408 engines to support the U.S. Marine Corps’ CH-53K helicopter fleet in the same period.

Rising U.S. & international defense budgets and heightened geopolitical tensions, along with growing demand for military propulsion systems and aftermarket services, are expected to bode well for the Defense & Propulsion Technologies segment in the quarters ahead. For 2026, the company expects adjusted revenues to increase in low double digits within the Defense & Propulsion Technologies segment.

GE's Peers in the Defense MarketAmong its major peers, Textron Inc. (TXT - Free Report) enjoys solid demand for its defense products as well. In the second quarter of 2026, revenues from Textron’s Bell segment increased 6% year over year, driven largely by higher H-1 and MV-75 volume and an increase in commercial helicopter deliveries. Textron Systems revenues increased 7% on armored vehicles and ATAC services.

Another peer of GE, RTX Corporation (RTX - Free Report) , is witnessing solid bookings and backlog levels. RTX’s strong backlog supports a positive outlook for revenue growth in its defense business, which is expected to strengthen profits over the long term. RTX secured more than $81 billion in new commercial and defense awards during the third quarter of 2026. Its total backlog reached a record $340 billion, comprising $164 billion of defense orders, providing strong visibility into future production requirements.

GE's Price Performance, Valuation and EstimatesShares of GE Aerospace have gained 3.1% in the past six months against the industry’s 8.9% decline.

Image Source: Zacks Investment Research

From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 33.22X, above the industry’s average of 27.35X. GE Aerospace carries a Value Score of D.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for GE’s 2026 earnings has gone up 1.9% over the past 60 days.

Image Source: Zacks Investment Research

The company currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Based on nothing more than the most basic of numbers, Starbucks (SBUX -0.74%) is a decent dividend stock. Shares of the chain of coffee shops boast a forward-looking dividend yield of 2.6%, and better still, its quarterly dividend's not only been reliably paid for years, but been raised every year for the past 16 years. And by more than a little. You could certainly do worse.

But could you do better? The $395,000 stake (3,968 shares) you'd need to own in Starbucks just to generate $10,000 in annual dividend income is a lot of money to tie up that could be put to work in ways that make more sense for you, perhaps like the purchase of super-safe 10-year Treasuries, which are currently yielding around 5.1%.

Here's some food for thought.

It's still a stake in a for-profit company Most blue chip dividend stocks are safe enough in the sense that there's no real risk of a complete wipeout of your money. Starbucks in no exception. Every dividend-paying stock is still also an equity stake in a particular company, however, and participation in that organization's fiscal performance.

That's where Starbucks and its stock have let investors down for the better part of the past five years. While it's technically continued growing its top line, the rate of this growth is markedly slower than its pre-pandemic pace. Profits have also stagnated, not to mention been erratic.

SBUX data by YCharts

Blame a combination of leadership turnover, labor woes, and market saturation, much of which is due to Starbucks' own overwhelming presence. As of the latest count, the company was operating 41,304 stores worldwide, with 16,933 of those units found in the United States alone. That doesn't leave a great deal of room for healthy continued expansion.

This doesn't necessarily make Starbucks a horrible income investment. As was noted, it's not only still paying a respectable dividend, but reliably growing it. We're also seeing glimmers of hope that its profit-crimping struggle since 2024 may finally be coming to a close. Last quarter's overall same-store sales were up 7.9%, capping off four consecutive quarters of such growth.

Image source: Getty Images.

There are still lingering concerns, though, like last quarter's slight 1% decline in revenue. It's going to take several quarters of total top-line progress to confirm that Starbucks is capable of making sustained net growth again. Until then, most interested investors are content to remain on the sidelines.

Better options are out there In answer to the titular question, then, no, buying nearly $400,000 worth of Starbucks stock (that's far from guaranteed to perform) just to plug into its dividend isn't worth it.

That's even more so the case given all the other, safer options, like Coca-Cola (KO -2.04%). Despite this stock's 36% rally to record highs over the past 12 months, it's currently yielding a comparable 2.3% and has increased its dividend for 64 consecutive years.

Or there's the aforementioned option of longer-term Treasuries, which -- thanks to recent rate hikes -- now sport yields in excess of 5%. Although these instruments don't offer any capital growth potential, with yields twice those of Coca-Cola shares or an uncertain Starbucks, they might still make more near-term sense to income-minded investors.

PepsiCo (PEP - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this food and beverage company have returned +8.3% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Beverages - Soft drinks industry, to which PepsiCo belongs, has gained 7.1% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, PepsiCo is expected to post earnings of $2.24 per share, indicating a change of -0.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -8.4% over the last 30 days.

The consensus earnings estimate of $8.42 for the current fiscal year indicates a year-over-year change of +3.4%. This estimate has changed -2.1% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $8.64 indicates a change of +2.6% from what PepsiCo is expected to report a year ago. Over the past month, the estimate has changed -3.9%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for PepsiCo.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For PepsiCo, the consensus sales estimate for the current quarter of $30.41 billion indicates a year-over-year change of +3.6%. For the current and next fiscal years, $99.3 billion and $101.68 billion estimates indicate +5.7% and +2.4% changes, respectively.

Last Reported Results and Surprise HistoryPepsiCo reported revenues of $25.27 billion in the last reported quarter, representing a year-over-year change of +5.6%. EPS of $2.34 for the same period compares with $2.29 a year ago.

Compared to the Zacks Consensus Estimate of $24.88 billion, the reported revenues represent a surprise of +1.59%. The EPS surprise was +2.18%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

PepsiCo is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PepsiCo. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.

Chevron (CVX - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis oil company is expected to post quarterly earnings of $4.78 per share in its upcoming report, which represents a year-over-year change of +158.4%.

Revenues are expected to be $60.49 billion, up 21.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 29.44% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Chevron?For Chevron, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +2.69%.

On the other hand, the stock currently carries a Zacks Rank of #1.

So, this combination indicates that Chevron will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Chevron would post earnings of $5.8 per share when it actually produced earnings of $6.06, delivering a surprise of +4.48%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Chevron appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Analysts on Wall Street project that Phillips 66 (PSX - Free Report) will announce quarterly earnings of $12.02 per share in its forthcoming report, representing an increase of 377% year over year. Revenues are projected to reach $33.72 billion, declining 3.6% from the same quarter last year.

Over the last 30 days, there has been an upward revision of 20.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

Bearing this in mind, let's now explore the average estimates of specific Phillips 66 metrics that are commonly monitored and projected by Wall Street analysts.

The consensus estimate for 'Revenues and Other Income- Sales and other operating revenues' stands at $33.66 billion. The estimate points to a change of -2.5% from the year-ago quarter.

The combined assessment of analysts suggests that 'Revenues and Other Income- Equity in earnings of affiliates' will likely reach $303.56 million. The estimate suggests a change of -9.9% year over year.

According to the collective judgment of analysts, 'Total sales and other operating revenues- Renewable Fuels' should come in at $859.74 million. The estimate indicates a change of -46.6% from the prior-year quarter.

The average prediction of analysts places 'Refining Margins - Western/Pacific (Per Barrel)' at $37.59 . The estimate compares to the year-ago value of $12.31 .

It is projected by analysts that the 'Refining Margins - Atlantic Basin/Europe (Per Barrel)' will reach $32.76 . The estimate compares to the year-ago value of $11.94 .

Analysts expect 'Refining Margins - Gulf Coast (Per Barrel)' to come in at $31.24 . The estimate is in contrast to the year-ago figure of $8.74 .

The collective assessment of analysts points to an estimated 'Refining Margins - Worldwide (Per Barrel)' of $35.65 . Compared to the current estimate, the company reported $12.15 in the same quarter of the previous year.

Analysts predict that the 'Refining Margins - Central Corridor (Per Barrel)' will reach $40.60 . Compared to the current estimate, the company reported $15.82 in the same quarter of the previous year.

Analysts forecast 'Refining operations - West Coast - Crude oil capacity' to reach 105.00 thousands of barrels of oil per day. The estimate is in contrast to the year-ago figure of 244.00 thousands of barrels of oil per day.

Analysts' assessment points toward 'Chemicals - CPChem Externally Marketed Sales Volumes' reaching 5799 millions of pounds. Compared to the present estimate, the company reported 6572 millions of pounds in the same quarter last year.

Based on the collective assessment of analysts, 'Refining operations - Central Corridor - Crude oil capacity' should arrive at 793.00 thousands of barrels of oil per day. The estimate compares to the year-ago value of 531.00 thousands of barrels of oil per day.

The consensus among analysts is that 'Refining operations - Central Corridor - Crude oil processed' will reach 754.70 thousands of barrels of oil per day. The estimate compares to the year-ago value of 549.00 thousands of barrels of oil per day.

View all Key Company Metrics for Phillips 66 here>>>

Over the past month, shares of Phillips 66 have returned +11.2% versus the Zacks S&P 500 composite's -1.2% change. Currently, PSX carries a Zacks Rank #1 (Strong Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Surging oil prices are hammering cruise stocks at the worst possible moment, and one major operator carrying $15 billion in debt and a CEO who admitted the company's problems are largely self-inflicted may be running out of room to absorb…

Oil’s run to a five-month high is landing hardest on cruise operators, whose ships burn fuel that ranks among their largest operating costs. Norwegian Cruise Line Holdings (NYSE:NCLH | NCLH Price Prediction) stock is off by 6%, trading at $14.67. That’s the biggest loss among the major U.S. cruise lines and a fresh blow to Norwegian shares, which are now down 33% year to date (YTD).

Meanwhile, Royal Caribbean Group (NYSE:RCL) stock is at $275.17, down 4%, marking a smaller slide than Norwegian’s. Carnival Corporation (NYSE:CCL) shares are down 4% to $25.92, matching Royal Caribbean’s decline. With a market value of $6.74 billion, Norwegian stock trails either rival by a wide margin.

Energy producers are trading in the opposite direction. The Energy Select Sector SPDR ETF (NYSEARCA:XLE) is up 2% to $68.90, lifting its gain to 57% YTD. That’s important because energy-market dynamics can have a direct impact on cruise stocks.

Broader stocks are lower, with the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) down 0.6% to $759.69. So, what’s weighing on cruise stocks now?

Iran Tensions Send Crude to a Five-Month High Crude oil reached a five-month high on concerns that the U.S. conflict with Iran could flare up again. The WTI crude oil price stands at $102.32 per barrel, up 2.86% over the past 24 hours. That level lifts the fuel bill that cruise operators pay to run their ships.

Fuel is one of the largest operating costs for Norwegian, Royal Caribbean and Carnival, so higher oil prices weigh on all three at once. The U.S. Energy Information Administration reported in May that the de facto closure of the Strait of Hormuz sent Brent to a high of $138 per barrel on April 7. At the pump, regular gasoline averaged $4.28 a gallon nationally as of October 19.

Norwegian’s Turnaround Meets a Fuel Squeeze Norwegian entered this oil spike already under pressure. In Q2 2026, the company’s fuel price per metric ton net of hedges rose to $888 from $659 a year earlier. Management also lowered full-year guidance at the time, cutting its adjusted EPS outlook to approximately $1.50.

A biggest balance sheet adds to the strain at Norwegian, where net leverage stood at 5.3x on $15 billion of total debt in Q2. Demand is the bigger worry at Norwegian, with Q3 2026 net yield guided down 8.9% in constant currency. John Chidsey, CEO at the time of the July 30 earnings call, stated that “the vast majority of our problems are self-inflicted.”

Cost cuts give Norwegian some relief. The company’s second-quarter adjusted EPS of $0.48 topped the $0.34 estimate. Executives identified another $100 million in annualized savings on top of $125 million announced previously.

Top-line growth adds a bright spot for Norwegian. Revenue at Norwegian rose 4.9% year over year to $2.64 billion in Q2, driven by added capacity days. That mix of solid execution and rising fuel bills leaves the case for Norwegian shares balanced between genuine progress and fresh risk.

Norwegian’s Third-Quarter Report Puts Fuel Costs to the Test Royal Caribbean and Norwegian report third-quarter results next week. Norwegian’s report could show whether its cost outlook holds up against higher fuel prices. The open variable for the Energy Select Sector SPDR ETF is the durability of crude’s rally, since the fund’s gains rest on the same move that’s hurting cruise stocks.

Riding this crude rally without a plan for the exit is the risk, and we laid out both sides, how to profit while it runs and when to step away, in a free handbook here: The Bubble Survivor’s Handbook.

This setup leaves Norwegian stock with the largest decline among the major cruise lines and a turnaround that management described in July as being in its “early stages.” Leadership expects newer savings initiatives to have limited impact on 2026 results, so investors weighing their exposure to NCLH stock need to scale their holdings carefully given Norwegian’s near-term dependence on demand and fuel trends.

Contact [email protected] for any questions or corrections.

Injective ($INJ) has grown its native $USDC supply by 43% in 30 days to $16.5M, as it positions itself as the canonical dollar standard for Cosmos and 20+ chains.

@Injective has expanded its native $USDC supply by 43% over the past 30 days, lifting the total on-chain dollar supply on the network to $16.5M. The financial Layer-1 blockchain is positioning itself as the canonical dollar standard across more than 20 chains, including @Cosmos.

The increase comes ahead of a liquidity rotation in which protocols are expected to allocate more than $100M in bridged and native stablecoins to $INJ.

How Injective Became a Dollar HubThe growth follows a series of integrations over the past several months. , giving the chain direct access to the largest regulated stablecoin without wrapped assets. That design avoids reliance on third-party bridges.

Native USDC later went live on mainnet. That figure refers to the broader USDC ecosystem, not the amount currently held on Injective.

The Cosmos link followed in May.

Why Cosmos Liquidity Is ShiftingThe move addresses a long-standing issue in Cosmos.

For $INJ, the potential benefit is indirect. That outcome is not assured, and the current $16.5M supply remains small next to the wider stablecoin market.

Investors will be watching whether the planned stablecoin allocations materialise and whether more Cosmos chains complete the move to Injective USDC.

Sources:

Injective: USDC adopted by Cosmos and dYdX as canonical stablecoin standardBlockchain.News: Circle brings native USDC to Injective with CCTPCrypto Economy: Injective's USDC becomes the stablecoin standard for Cosmos and dYdX

Wall Street analysts expect T-Mobile (TMUS - Free Report) to post quarterly earnings of $2.86 per share in its upcoming report, which indicates a year-over-year increase of 10.4%. Revenues are expected to be $23.31 billion, up 6.2% from the year-ago quarter.

Over the last 30 days, there has been an upward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

Bearing this in mind, let's now explore the average estimates of specific T-Mobile metrics that are commonly monitored and projected by Wall Street analysts.

The average prediction of analysts places 'Revenues- Total service revenues' at $19.32 billion. The estimate indicates a change of +5.9% from the prior-year quarter.

The combined assessment of analysts suggests that 'Revenues- Equipment revenues' will likely reach $3.70 billion. The estimate indicates a change of +6.9% from the prior-year quarter.

Analysts' assessment points toward 'Revenues- Other revenues' reaching $246.39 million. The estimate indicates a year-over-year change of -1.8%.

Analysts predict that the 'Revenues- Service revenues- Prepaid revenues' will reach $2.49 billion. The estimate indicates a change of -5.3% from the prior-year quarter.

Analysts expect 'Revenues- Wholesale and other service revenues' to come in at $727.27 million. The estimate suggests a change of -0.9% year over year.

Analysts forecast 'Revenues- Service revenues- Postpaid revenues' to reach $16.10 billion. The estimate suggests a change of +8.2% year over year.

According to the collective judgment of analysts, 'Total postpaid accounts' should come in at 34.95 million. Compared to the present estimate, the company reported 33.98 million in the same quarter last year.

The consensus estimate for 'Postpaid ARPA' stands at $154.16 . Compared to the present estimate, the company reported $149.44 in the same quarter last year.

View all Key Company Metrics for T-Mobile here>>>

Over the past month, T-Mobile shares have recorded returns of -4% versus the Zacks S&P 500 composite's -1.2% change. Based on its Zacks Rank #3 (Hold), TMUS will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

The market expects AbbVie (ABBV - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis drugmaker is expected to post quarterly earnings of $3.79 per share in its upcoming report, which represents a year-over-year change of +103.8%.

Revenues are expected to be $17.37 billion, up 10.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.35% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for AbbVie?For AbbVie, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.26%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that AbbVie will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that AbbVie would post earnings of $3.64 per share when it actually produced earnings of $3.65, delivering a surprise of +0.27%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

AbbVie doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAnother stock from the Zacks Large Cap Pharmaceuticals industry, Eli Lilly (LLY - Free Report) , is soon expected to post earnings of $5.38 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -23.4%. Revenues for the quarter are expected to be $22.11 billion, up 25.6% from the year-ago quarter.

The consensus EPS estimate for Lilly has been revised 0.1% higher over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Lilly will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Palantir sits within striking distance of a bold year-end target, but a single earnings report on November 2 could either validate the bull case or send shares tumbling toward a very different destination.

Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) closed at $196.19 on October 22, 2026. That is just below the $202.50 year-end target 24/7 Wall St. set in its earlier Palantir price prediction. In Friday premarket trading at $195.31, shares were up 9.9% year to date, up 11.3% over one year, and down 2.6% over the past week. Over the past 52 weeks, the stock has traded between $106.37 and $212.94.

Metric
Value

Current Price (Oct. 22 close)
$196.19

Price Target from 24/7 Wall St.
$211.98

Upside
8.1%

Model Rating
Buy

Model Confidence
0.9 (high)

Scoring the Original Thesis Against Fresh Data
The earlier call rested on three pillars:

Government contracts
Commercial AI adoption
Valuation

Government contracts have held up: second-quarter U.S. government revenue reached $809 million, up 90% year over year. Commercial AI adoption has outperformed. U.S. commercial revenue rose 149% to $764 million, net dollar retention climbed to 157%, and U.S. commercial customers grew 35% to 653.

Valuation is where the thesis took damage. The stock fell from $177.07 in mid-January to $133.02 by mid-February and stayed near that level until the August 3 report. Even after that drawdown, Palantir trades at 174 times trailing earnings and 85 times forward earnings.

How the Model Gets to $211.98
The 24/7 Wall St. price target combines three inputs: a trailing P/E value of $196.19, a forward P/E value of $172.19, and the analyst target. The forward input carries 0.5 of the weight, and the blend comes to $187.26. A proprietary factor of 1.132 then raises that figure. It credits technology-sector momentum and 215.4% earnings growth, and it is muted by a beta of 1.602, cautious retail sentiment, and a mega-cap adjustment.

The one-year bull case reaches $226.34, and the downside scenario falls to $177.11. Wall Street leans bullish, with a consensus target of $206.62.

November 2 Decides Whether the Target Holds
Palantir reports third-quarter results on Monday, November 2, after the close. Management guided to $2.160 billion to $2.164 billion in revenue and full-year sales of $8.150 billion to $8.158 billion. That full-year range implies U.S. commercial revenue above $3.424 billion. CEO Alex Karp has set a high bar: “I am driving the business to grow at a rate equal to or above what we have in U.S. commercial for the next 18 months.”

Management noted a Q3 cost ramp tied to new hires. Stock-based compensation reached $265 million last quarter, and international commercial revenue grew only 26%. Bulls point out that the extra spending funds Palantir’s Artificial Intelligence Platform (AIP) and sovereign AI capacity, while free cash flow still rose 130%. At this multiple, however, a guidance raise smaller than investors expect could drive shares toward the downside scenario.

Palantir Outgrows Snowflake but Costs More
Snowflake (NYSE:SNOW) is a useful comparison because it competes for the same enterprise data and AI budgets. Its latest quarterly revenue grew 35.1%, but it remains GAAP unprofitable.

Company
Latest Quarter Revenue Growth
Price/Free Cash Flow

Palantir
92.8%
214.88

Snowflake
35.1%
98.82

Palantir trades at roughly twice Snowflake’s cash-flow multiple, but it grows much faster and earns a GAAP profit. Next to Snowflake, the 24/7 Wall St. price target looks reasonable.

Verdict: $202.50 Remains in Reach
The prior $202.50 year-end target looks reachable. The model’s own base-case path shows $202.38 by late November. On Polymarket, traders put the odds that the stock touches $204 in October at 0.53. On November 2, the number to watch is the U.S. commercial guide. A raise well above $3.424 billion would support the target. A flat guide would put it at risk.

Palantir Price Prediction 2026–2030

Year
 24/7 Wall St. Price Target

2026
$200.93

2027
$211.98

2028
$222.11

2029
$236.32

2030
$251.45

These figures follow the model’s base-case annualized return of 6.4%. A sustained slowdown in commercial growth or compression of the multiple could pull the path sharply lower.

Contact [email protected] for any questions or corrections.

Sea Limited (SE -1.08%) stock is plunging as the company contemplates some major changes. The company has built cloud infrastructure to better run its gaming, e-commerce, and fintech businesses, and now wants to open its cloud to external customers. Additionally, CEO Forrest Li is considering spinning off the fintech arm, Monee.

The stock has plunged on this news, losing more than 17% of its value since Oct. 15. Although the possibility of that move introduces uncertainty, I think investors should consider the drop in the retail stock a buying opportunity. Here's why.

Image source: The Motley Fool.

The uncertainty surrounding Sea Limited To be sure, Sea Limited's handling of the news surrounding its cloud and fintech moves may have fostered more uncertainty than optimism. Indeed, the demand for cloud infrastructure is massive in today's tech market, especially for AI workloads. That implies the new segment, called Sea Cloud, could perform well. Also, with competitors like Amazon and Alibaba operating cloud businesses, the move is hardly unusual.

Still, even Amazon has had to take on considerable debt to fund its build-out. That causes investors to wonder how much added cost Sea Limited is assuming. The uncertainty may increase with a potential spinoff of Monee. Monee is the company's fastest-growing segment, and Li believes this move could give it added flexibility and a stronger ability to raise capital.

However, Sea Limited benefits from synergies between Monee and the company's other segments. Li did not clarify if or how Monee would still work with Sea if it were a separate company.

Moreover, while such spin-offs usually grant shareholders shares in the new company, investors do not yet know what that allocation would look like. That fact may discourage investors from buying without the specifics of such a deal.

Why investors may want to buy anyway Whatever happens with these moves, it looks increasingly like the selling in Sea Limited stock is overdone. In the first half of 2026, it generated $14.9 billion in revenue, a 47% gain over the same period last year. Of the three segments, Monee's growth was the fastest, increasing by 58% over the same period. Still, even without Monee, this would be a fast-growing company, especially once Sea Cloud launches.

Also, its $869 million in net income for the first half of 2026 is only 7% higher than year-ago levels. Still, it invested more heavily in its operations, a move that should boost its revenue and profits in the long term. Thus, investors should probably give the company some leeway here.

$74.87-$0.82 (-1.08%)

NYSE · As of 11:33 AM ET 10/23/26

Additionally, amid the falling stock price, the company's shares sell at a price-to-earnings (P/E) ratio of 30. Considering how fast the company has grown (even without Monee), Sea Limited's stock looks like an attractive value for the money.

Consider Sea Limited stock Ultimately, the company's growth relative to valuation is alone an excellent reason to buy Sea Limited stock. Indeed, the potentially high cost of a cloud build-out may discourage investors from buying. One can say the same about the uncertainty about a potential Monee spinoff.

However, the company's revenue growth is rapid with or without Monee. When also considering its relatively low P/E ratio, investors are unlikely to go wrong if they plan to buy on the dip.

Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or a warning sign depends on a few critical…

The 24/7 Wall St. price target for Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is $530.67 over the next 12 months. Our model rates the stock a buy.

24/7 Wall St. Price Target Summary Metric Value Current Price $427.60 Price Target from 24/7 Wall St. $530.67 Upside 24.1% Recommendation BUY Confidence Level 90% A 90% confidence reading is the top of our model’s “high” range.

TSMC makes the leading-edge silicon behind nearly every major AI accelerator, and management has now raised its full-year 2026 growth outlook three times, from close to 30% to approximately 44% in U.S. dollar terms. In management’s own words: “All the AI players are working with TSMC.”

Record Quarter Meets a Post-Earnings Pullback Shares are up 41.79% year to date and 6.57% over the past quarter. They have slipped 3.77% over the past week and 1.63% over the past month. That leaves TSMC 12.3% below its 52-week high of $487.47 and 61.8% above its low of $264.34.

The October 15 earnings report gave the pullback little fundamental support. EPS per ADR came in at $4.60 against a $4.4614 estimate.

Revenue reached $46.72 billion, up 41.2% year over year in dollars and above the high end of guidance. Fourth-quarter guidance of $52.3 billion to $54.3 billion means 58% year-over-year growth at the center.

Why Bulls See $550 and Beyond The 2nm ramp is the engine. It went from 3% of wafer revenue to 8% in a single quarter. Management expects N2 capacity to more than double in 2027, and A14 volume production is set for 2028.

Management had presented AI accelerator growth as a mid to high 50s CAGR through 2029. Asked about that figure, they said: “It probably will be higher.” Of the analysts following TSMC, 6 rate it strong buy, 14 rate it buy and just 1 rates it hold. Our bull scenario reaches $551.68.

Margin Dilution and Capex Are the Risks to Track Gross margin fell 1.3 percentage points from the prior quarter to 66.4%. Management expects dilution from overseas fabs to increase to 3-4% over the next few years.

The 2026 capital budget stands at $60 billion to $64 billion, and non-operating income dropped from NT$95.83 billion to NT$34.59 billion. Cross-strait tensions are still a persistent source of risk for the chip supply chain (European Court of Auditors). Our bear scenario comes to at $442.84.

Dilution is normal on a new node, and margins still sit far above the long-term target of 56% and higher. Demand is higher than supply, management notes, which supports pricing power.

TSMC Trades at a Discount to NVIDIA on Forward Earnings TSMC’s top AI customer is NVIDIA (NASDAQ:NVDA). Its revenue grew 105.85% last quarter, and that growth turns directly into TSMC wafer orders.

Broadcom (NASDAQ:AVGO) relies on outsourced manufacturing for its custom AI accelerators. Its AI semiconductor revenue rose 221% in its latest quarter.

Company Forward P/E Trailing P/E TSMC 21x 27x NVIDIA 25x 27x Broadcom 19x 43x TSMC gets paid no matter which chip design wins the AI race, yet it trades below NVIDIA on forward earnings. Its forward multiple is close to Broadcom’s. Against this group, the 24/7 Wall St. price target looks reasonable, maybe even conservative.

AI Demand Keeps TSMC a BUY The 24/7 Wall St. price target of $530.67 comes with a buy rating and 90% confidence. What tips the scale is a demand gap that management calls “still quite big.”

I’d stay positive as long as the 2nm ramp holds and fourth-quarter revenue comes to within guidance. I’d turn cautious if hyperscaler capex slows or overseas dilution runs past the 3-4% range. For now, the growth outweighs those risks.

Here is where our model projects TSMC could trade if current growth trends and market conditions hold.

Year Price Target from 24/7 Wall St. 2026 $430.37 2027 $530.67 2028 $624.36 2029 $716.18 2030 $767.23 TSMC’s strategy execution supports these projections. The A14 launch and the U.S. expansion could add upside, while rising geopolitical tension could pull results lower.

Contact [email protected] for any questions or corrections.

Compass Wealth Management LLC reduced its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 9.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,242 shares of the conglomerate’s stock after selling 4,464 shares during the period. Danaher comprises approximately 1.9% of Compass Wealth Management LLC’s portfolio, making the stock its 11th biggest holding. Compass Wealth Management LLC’s holdings in Danaher were worth $9,802,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Prime Capital Investment Advisors LLC boosted its stake in shares of Danaher by 0.5% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 9,203 shares of the conglomerate’s stock valued at $2,039,000 after purchasing an additional 45 shares in the last quarter. Veery Capital LLC grew its holdings in shares of Danaher by 3.1% during the 3rd quarter. Veery Capital LLC now owns 1,581 shares of the conglomerate’s stock valued at $350,000 after purchasing an additional 48 shares during the last quarter. Studio Investment Management LLC raised its position in Danaher by 3.3% in the 2nd quarter. Studio Investment Management LLC now owns 1,581 shares of the conglomerate’s stock worth $302,000 after purchasing an additional 51 shares during the period. OLD Second National Bank of Aurora raised its position in Danaher by 0.5% in the 1st quarter. OLD Second National Bank of Aurora now owns 12,114 shares of the conglomerate’s stock worth $2,297,000 after purchasing an additional 57 shares during the period. Finally, Adelphi Trust Co raised its position in Danaher by 2.5% in the 3rd quarter. Adelphi Trust Co now owns 2,365 shares of the conglomerate’s stock worth $524,000 after purchasing an additional 57 shares during the period. 79.05% of the stock is owned by hedge funds and other institutional investors.

Danaher News Roundup Here are the key news stories impacting Danaher this week:

Positive Sentiment: Danaher reported third-quarter adjusted earnings of $2.11 per share, ahead of the $1.92 analyst consensus, while revenue increased 8.3% year over year to $6.55 billion. Biotechnology profitability and improving demand across several end markets supported the earnings beat. Danaher Beats Profit Estimates, Raises Outlook as Customer Demand Improves Positive Sentiment: Management raised its full-year 2026 adjusted EPS outlook to $8.57-$8.62, and biotechnology orders grew at a mid-teens rate. The company also highlighted margin expansion, improving customer demand, and artificial-intelligence capabilities that could support longer-term drug-discovery growth. Danaher: 3 Key Takeaways for Long-Term Investors Positive Sentiment: Several analysts raised their price targets, including TD Cowen and JPMorgan to $270, Goldman Sachs to $275, and Stifel to $260. The upgrades reflect confidence in the earnings beat, improved execution, and the stronger profit outlook. Neutral Sentiment: New CEO Julie Montgomery emphasized the need to improve execution and innovation. Investors are watching whether management can convert the company’s AI and biotechnology investments into sustained growth. Danaher Posts First Earnings Under New CEO Negative Sentiment: Revenue was approximately in line with, or slightly below, estimates, while analysts cited tariff pressure and a cautious 2027 outlook. At roughly 41 times earnings, Danaher’s valuation leaves limited room for operational disappointment, contributing to the negative investor reaction despite the quarterly beat. Wall Street Analysts Forecast Growth Several analysts have weighed in on the stock. JPMorgan Chase & Co. boosted their price target on shares of Danaher from $250.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $240.00 target price on shares of Danaher in a research note on Wednesday, July 22nd. The Goldman Sachs Group restated a “buy” rating and set a $275.00 target price on shares of Danaher in a report on Thursday. Robert W. Baird raised their price target on Danaher from $246.00 to $254.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Morgan Stanley lifted their price target on Danaher from $220.00 to $240.00 and gave the stock an “overweight” rating in a research note on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $242.91. View Our Latest Stock Report on Danaher

Danaher Trading Down 1.7% Shares of DHR opened at $229.86 on Friday. The stock has a market capitalization of $161.59 billion, a P/E ratio of 40.83, a PEG ratio of 2.95 and a beta of 0.76. The company has a quick ratio of 1.25, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. The firm has a fifty day simple moving average of $215.76 and a two-hundred day simple moving average of $197.12. Danaher Corporation has a twelve month low of $160.93 and a twelve month high of $242.80.

Danaher (NYSE:DHR – Get Free Report) last announced its quarterly earnings results on Wednesday, October 21st. The conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.92 by $0.19. Danaher had a net margin of 16.91% and a return on equity of 11.22%. The business had revenue of $6.55 billion for the quarter, compared to analyst estimates of $6.56 billion. During the same quarter last year, the firm earned $1.89 EPS. The company’s revenue was up 8.3% on a year-over-year basis. On average, research analysts anticipate that Danaher Corporation will post 8.51 EPS for the current year.

Danaher Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, September 30th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.60 annualized dividend and a dividend yield of 0.7%. Danaher’s dividend payout ratio (DPR) is presently 28.42%.

Danaher Company Profile (Free Report)

Danaher Corporation (NYSE: DHR) is a global science and technology company that develops products, services and solutions for the life sciences, biotechnology and diagnostics markets. Its offerings help researchers, pharmaceutical and biotechnology companies, healthcare providers and other organizations conduct scientific research, develop and manufacture medicines, and diagnose disease.

The company operates through businesses that provide bioprocessing equipment and technologies, laboratory instruments, consumables, analytical tools and clinical diagnostic systems.

Featured Articles Five stocks we like better than Danaher Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding DHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Danaher Corporation (NYSE:DHR – Free Report).

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In its upcoming report, ServiceNow (NOW - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.02 per share, reflecting an increase of 6.3% compared to the same period last year. Revenues are forecasted to be $4.09 billion, representing a year-over-year increase of 20%.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

Bearing this in mind, let's now explore the average estimates of specific ServiceNow metrics that are commonly monitored and projected by Wall Street analysts.

The combined assessment of analysts suggests that 'Revenues- Professional services and other' will likely reach $113.57 million. The estimate points to a change of +5.2% from the year-ago quarter.

According to the collective judgment of analysts, 'Revenues- Subscription' should come in at $3.98 billion. The estimate indicates a year-over-year change of +20.6%.

Analysts expect 'Current Remaining Performance Obligations(cRPO) - GAAP' to come in at $13.56 billion. Compared to the current estimate, the company reported $11.35 billion in the same quarter of the previous year.

Analysts predict that the 'Remaining Performance Obligations (RPO) - GAAP' will reach $29.32 billion. The estimate is in contrast to the year-ago figure of $24.30 billion.

The consensus estimate for 'Gross Profit (Non-GAAP)- Subscription' stands at $3.21 billion. The estimate compares to the year-ago value of $2.74 billion.

It is projected by analysts that the 'Gross Profit (Non-GAAP)- Professional services and other' will reach $6.03 million. The estimate compares to the year-ago value of $12.00 million.

View all Key Company Metrics for ServiceNow here>>>

Shares of ServiceNow have experienced a change of +14% in the past month compared to the -1.2% move of the Zacks S&P 500 composite. With a Zacks Rank #5 (Strong Sell), NOW is expected to underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

PANews, Oct. 23 — According to Bloomberg, privacy-focused cryptocurrency Zcash (ZEC) has gained roughly 3,000% year to date, drawing increased positioning from early Bitcoin investor and Gemini co-founder the Winklevoss twins and Digital Currency Group (DCG) founder Barry Silbert, with the two sides now competing over Zcash mining infrastructure and investment products.

On the investment product side, DCG's Grayscale launched the first U.S. Zcash ETF in August, providing a channel for institutional capital to enter the asset. The Winklevoss twins filed for their own Zcash ETF this month, further intensifying the competition.

Cypherpunk Technologies, backed by the Winklevoss twins, and Fortitude Mining, backed by Silbert, have become major mining companies on the Zcash network, and plan to invest tens of millions of dollars to expand hashrate in pursuit of more mining rewards. Cypherpunk currently holds about 20% of the network's total hashrate; Fortitude said that once its newly added hashrate is deployed, its share will reach 20%. However, Zcash mining is essentially a competition for hashrate over a fixed issuance, so increasing a mining company's hashrate mainly affects its probability of earning mining rewards and does not mean the token's price is bound to rise.

Key Takeaways S&P Global's Q3 revenues are projected at $3.6B, down 6.5% y/y, with EPS expected to fall 6.3% to $4.43.Market Intelligence revenues are expected to rise 2.4%, driven by AI-ready data demand and Kensho adoption.Indices revenues are projected to rise 18.3% to $546.7M, supported by ETF inflows and equity gains.
S&P Global (SPGI - Free Report) is scheduled to release third-quarter 2026 results on Oct. 27, before market open.

SPGI has a decent history of earnings surprises, having surpassed the Zacks Consensus Estimate in the past three trailing quarters and missing once, with an average surprise of 4.4%.

S&P Global’s Q3 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $3.6 billion, indicating a 6.5% decline from the year-ago quarter’s actual. The consensus mark for revenues from Market Intelligence is close to $1.3 billion, which is expected to improve 2.4% year over year.

This segment is likely to have benefited from the rising demand for AI-ready data and rapid adoption of Kensho solutions. Additional growth is expected to have been contributed by the solid demand for Visible Alpha, RatingsXpress and proprietary data feeds.

For Ratings, the Zacks Consensus Estimate for revenues is set at $1.3 billion. It hints at a slight upside from the year-ago quarter’s actual. Healthy debt issuance, supported by AI infrastructure investments, hyperscaler financing and improving M&A activity, is expected to have fueled this segment.

The Zacks Consensus Estimate for the Indices segment is set at $546.7 million, suggesting an 18.3% year-over-year upsurge. Growing assets under management in index-linked investment products, backed by equity market appreciation and ETF inflows, are anticipated to have driven asset-linked fees.

The consensus mark for Energy revenues is set at $610.2 million. Continued demand for Platts price benchmarks, accompanied by energy market analytics and supply-chain intelligence, is expected to have fueled revenue growth.

The consensus estimate for earnings per share is $4.43, suggesting a 6.3% year-over-year fall. The bottom line is expected to have improved on the back of AI-led margin expansion.

What Our Model Predicts About SPGIOur proven model does not conclusively predict an earnings beat for S&P Global this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

SPGI has an Earnings ESP of -0.56% and a Zacks Rank of 3.

Stocks to ConsiderHere are a few stocks from the broader Finance sector, which, according to our model, have the right combination of elements to beat on earnings this time around.

Abacus Global Management (ABX - Free Report) : The Zacks Consensus Estimate for the company’s third-quarter 2026 revenues is $77.2 million, suggesting a 22.6% year-over-year rise. For earnings, the consensus estimate is kept at 28 cents per share, indicating a 40% jump from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing three quarters and missed once, with an average surprise of 8.3%.

ABX has an Earnings ESP of +2.66% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company is scheduled to declare third-quarter 2026 results on Nov. 5.

American Healthcare REIT (AHR - Free Report) : The Zacks Consensus Estimate for the company’s third-quarter 2026 revenues is pegged at $770.5 million, indicating year-over-year growth of 34.5%. For earnings, the consensus estimate is 56 cents, suggesting a 27.3% gain from the year-ago quarter’s reported figure. The company beat the consensus estimate in the trailing four quarters, with an average of 3.8%.

AHR has an Earnings ESP of +0.60% and a Zacks Rank of 2 at present. The company is scheduled to declare third-quarter 2026 results on Nov. 5.

Key Takeaways Annaly expects Q3 earnings to cover its 75-cent dividend despite an 11.4% sequential decline in book value.NLY sees mid-to-high-teen Agency mortgage returns and 13-16% residential credit investment returns.Annaly maintains a 100% hedge ratio and $8.5 billion in assets available for financing amid market volatility.
Annaly Capital Management, Inc. (NLY - Free Report) emphasized dividend sustainability, disciplined leverage and selective investment opportunities during its third-quarter 2026 earnings call, despite significant pressure on mortgage-backed securities and book value.

Management maintained a constructive outlook across its three investment businesses while acknowledging persistent interest-rate volatility, higher funding costs and housing affordability challenges.

NLY Defends Dividend Amid Book Value PressureChief executive officer and Co-Chief investment officer David Finkelstein emphasized that Annaly's existing portfolio continues to support its quarterly dividend of 75 cents per share.

Responding to a Keefe, Bruyette & Woods analyst, Finkelstein said management expects earnings available for distribution (EAD) to exceed the dividend again in the fourth quarter.

EAD reached 80 cents per share, exceeding the Zacks Consensus Estimate of 77 cents per share. However, reported revenues of $543.6 million missed the $596.1-million consensus. Book value declined 11.4% sequentially to $17.86.

Annaly Maintains Defensive Hedging Amid VolatilityFinkelstein attributed the difficult quarter to rising Treasury yields, wider mortgage spreads and elevated interest-rate volatility. These conditions contributed to a negative 7.6% economic return.

Chief financial officer Serena Wolfe highlighted that economic leverage increased to 5.9 times from 5.6 times, primarily reflecting lower equity. The hedge ratio increased to 100% from 97%.

During discussions with Piper Sandler, Finkelstein explained that management had increased Treasury futures hedges during the market sell-off and intends to consider replacing some futures with interest-rate swaps.

NLY Sees Higher Returns in Agency MortgagesHead of Agency V.S. Srinivasan explained that wider mortgage spreads have improved prospective investment returns, particularly for 5.5% and 6% coupon securities.

Management identified prospective Agency returns in the mid-to-high teens, supported by attractive entry spreads and continued demand from institutional investors.

Finkelstein noted that Annaly rotated more than $2 billion of seasoned mortgage pools into higher-coupon securities early in the fourth quarter. Management expects declining volatility to improve market conditions while continuing to monitor duration exposure.

Annaly Prioritizes Residential Credit ExpansionCo-Chief investment officer and Head of residential credit Michael Fania highlighted record quarterly correspondent loan fundings of $5.8 billion and $7.4 billion in third-quarter securitizations.

During the Piper Sandler discussion, Finkelstein identified residential credit as management's preferred destination for incremental capital, followed closely by Agency mortgages and then mortgage servicing rights.

Fania outlined prospective residential credit returns of 13% to 16%, supported by securitization opportunities and financing arrangements. He also emphasized conservative underwriting as housing affordability pressures persist.

NLY Expects Mortgage Servicing OpportunitiesHead of mortgage servicing rights Ken Adler highlighted the portfolio's expansion to $4.3 billion, supported by selective bulk purchases and growing flow-channel activity.

Adler explained that higher interest rates support servicing cash flows through reduced mortgage prepayments and increased income earned on borrower escrow balances.

Responding to a JPMorgan analyst, Adler said industry consolidation, technological efficiency and weak origination profitability should encourage continued servicing-rights sales. Finkelstein added that Annaly remains selective about acquisition pricing.

Annaly Balances Liquidity With Capital DeploymentWolfe reported $8.5 billion of assets available for financing, supporting the company's flexibility amid uncertain market conditions.

Management raised $757 million through common equity issuance and redeemed approximately $443 million of preferred stock, actions Finkelstein connected to capital structure optimization.

Finkelstein maintained that current leverage provides sufficient earnings potential, although the company retains capacity for tactical expansion. His remarks emphasized balancing investment opportunities against capital preservation rather than aggressively increasing exposure.

NLY Maintains a Selective OutlookManagement entered the fourth quarter expecting some moderation in volatility while remaining vigilant about interest-rate exposure and mortgage market conditions.

Finkelstein's overarching message centered on diversified earnings, available liquidity and disciplined capital allocation across Agency mortgages, residential credit and servicing rights.

What NLY's Zacks Rank and Style Scores IndicateAnnaly currently carries a Zacks Rank #2 (Buy), indicating favorable near-term earnings estimate revision characteristics. Its Value Score of B and Momentum Score of A highlight relatively attractive valuation and price momentum characteristics. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

However, the Growth Score of F indicates weak growth characteristics, while the VGM Score of C reflects a mixed overall profile across value, growth and momentum. The favorable Value and Momentum Scores complement its Zacks Rank, but the weaker Growth and composite scores warrant consideration. The Zacks Rank remains subject to change as analysts revise earnings estimates following the latest results.

In its upcoming report, Aon (AON - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $3.34 per share, reflecting an increase of 9.5% compared to the same period last year. Revenues are forecasted to be $4.08 billion, representing a year-over-year increase of 2%.

The current level reflects a downward revision of 3.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

With that in mind, let's delve into the average projections of some Aon metrics that are commonly tracked and projected by analysts on Wall Street.

The consensus estimate for 'Revenue- Health Solutions' stands at $976.74 million. The estimate suggests a change of +4.5% year over year.

The consensus among analysts is that 'Revenue- Wealth Solutions' will reach $453.13 million. The estimate points to a change of -16.1% from the year-ago quarter.

Analysts expect 'Revenue- Reinsurance Solutions' to come in at $557.33 million. The estimate points to a change of +3.8% from the year-ago quarter.

Analysts predict that the 'Revenue- Commercial Risk Solutions' will reach $2.09 billion. The estimate indicates a change of +4.9% from the prior-year quarter.

The collective assessment of analysts points to an estimated 'Commercial Risk Solutions - Organic Revenue Growth' of 5.4%. Compared to the present estimate, the company reported 7.0% in the same quarter last year.

It is projected by analysts that the 'Reinsurance Solutions - Organic Revenue Growth' will reach 4.4%. The estimate is in contrast to the year-ago figure of 8.0%.

Analysts' assessment points toward 'Wealth Solutions - Organic Revenue Growth' reaching 3.2%. Compared to the current estimate, the company reported 5.0% in the same quarter of the previous year.

The combined assessment of analysts suggests that 'Consolidated - Organic Revenue Growth' will likely reach 4.7%. The estimate is in contrast to the year-ago figure of 7.0%.

According to the collective judgment of analysts, 'Health Solutions - Organic Revenue Growth' should come in at 4.3%. Compared to the present estimate, the company reported 6.0% in the same quarter last year.

View all Key Company Metrics for Aon here>>>

Shares of Aon have demonstrated returns of +11.1% over the past month compared to the Zacks S&P 500 composite's -1.2% change. With a Zacks Rank #4 (Sell), AON is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Crown Castle Inc. (NYSE:CCI) shares are gaining Thursday on reports that SpaceX is negotiating tower leases with the company as it hunts for at least 80,000 U.S. cell sites.

Crown Castle shares are powering higher. Why is CCI stock surging? Crown Castle Stock Rises On SpaceX Lease TalksSpaceX Exploration Technologies Corp. (NASDAQ:SPCX) is working to secure 80,000 or more cell sites nationwide, and Crown Castle sits among the tower companies at the table, people familiar with the matter told Bloomberg.

In late trading, Crown Castle stock rose double digits after the news broke. Wireless carriers AT&T, Verizon and T-Mobile moved the other way, each down roughly 5% on competition worries.

CEO Chris Hillabrant did not confirm any agreement during Wednesday’s earnings call. Pressed on whether SpaceX, Amazon.com Inc or other satellite providers are negotiating leases, Hillabrant replied, “You can assume that we’re talking to all parties.” He would not name specific customers.

Why SpaceX Talks Help Crown CastleCrown Castle is one of the largest owners of cellular towers. Wireless carriers typically lease space on those towers instead of owning the sites. SpaceX needs towers to connect reliably with users on the ground, so it could become a major new tenant. Deals of that scale may be worth billions of dollars.

Tower stocks also reacted to SpaceX news earlier this month. They rose when SpaceX bought low-band spectrum, which suggests the market expects new business as SpaceX builds out its network.

SpaceX Pushes Toward a Fourth Wireless CarrierSpaceX CEO Elon Musk has set his sights on a standalone wireless carrier built from nothing. Two recent moves back that plan: low-band spectrum SpaceX bought, and Federal Communications Commission approval to launch 15,000 satellites that serve phones directly.

Hillabrant said the spectrum deal marks a big step toward broad mobile coverage.

CCI Shares Are SoaringCCI Price Action: Crown Castle shares were up 9.44% at $86.27 at the time of publication on Friday, according to Benzinga Pro.

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Key Takeaways Pentair is expected to report Q3'26 earnings of $1.07 per share, down 13.7% y/y.Water Solutions and Flow are expected to offset Pool weakness, with Flow sales projected to grow 8.9%.Pentair's Pool sales are projected to fall 25% as destocking, weak demand and inflation weigh on volumes.
Pentair plc. (PNR - Free Report) is set to release third-quarter 2026 results on Oct. 27, before the opening bell.

The Zacks Consensus Estimate for PNR’s third-quarter sales is pegged at $963.6 million, indicating a 5.7% decline from the year-ago reported figure.

The consensus estimate for PNR’s earnings has been unchanged at $1.07 over the past 60 days. The estimate suggests a year-over-year decline of 13.7%.

Image Source: Zacks Investment Research

Pentair’s Strong Earnings Surprise HistoryPNR’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, delivering an average surprise of 3%. This is depicted in the following chart.

Image Source: Zacks Investment Research

What the Zacks Model Unveils for PNR StockOur model does not conclusively predict an earnings beat for Pentair this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here, as you can see below.

Earnings ESP: Pentair has an Earnings ESP of -1.56%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Zacks Rank: PNR currently carries a Zacks Rank #3.

Factors Likely to Have Shaped Pentair’s Q3 PerformanceFor the third quarter of 2026, PNR expects reported sales to fall 4-6% year over year. Over the past few quarters, Pentair’s revenues have been driven by the Water Solutions and Flow segments, which have helped offset the decline in the Pool segment. This is expected to have continued in the third quarter of 2026 as well.

The Water Solutions segment has been witnessing a decrease in sales in the past few quarters, reflecting the impacts of portfolio exits. However, return on sales improved 560 basis points to 30% in the second quarter of 2026, supported by productivity and price exceeding inflation.

Pentair expects Water Solutions sales to be flat in 2026, with low-single-digit sales growth expected in the third quarter of 2026. Our model predicts the Water Solutions segment’s net sales to rise 1.4% year over year to $422 million. Volumes are expected to dip 2.7%, while pricing is anticipated to rise 3.1% in the quarter.

For the third quarter of 2026, the company expects Flow sales to rise in the high single digit. We expect the Flow segment’s sales to be $274 million, indicating an increase of 8.9% from the prior-year quarter’s actual. Our model predicts a 1.2% year-over-year jump in volumes. Pricing is expected to have a positive impact of 2.7%, while acquisitions, reflecting the contribution of Hydra-stop, are expected to have added 4%.

Pentair’s volume outlook deteriorated materially in the second quarter of 2026 as Pool channel partners reduced orders to right-size inventory. Pool sales fell 42% year over year, including about $170 million of destocking. Weak end-market demand amid elevated interest rates and persistent inflation continues to impact demand. Third-quarter 2026 Pool sales are expected to decline 23-25%, extending the revenue drag into the second half.

We anticipate a year-over-year volume decline of 29%, while pricing is expected to rise 3.4% in the third quarter. Our model projects the Pool segment’s sales for the third quarter of 2026 to fall 25% from the year-ago actual to $266 million.

PNR Stock Price PerformancePentair shares have lost 49.9% over the past year compared with the industry’s 2.5% decline.

Image Source: Zacks Investment Research

Stocks That Warrant a LookHere are some companies with the right combination of elements to post an earnings beat in their upcoming releases.

Eaton Corporation plc (ETN - Free Report) , slated to release third-quarter 2026 results soon, has an Earnings ESP of +0.53% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Eaton’s third-quarter 2026 earnings is pegged at $3.53 per share, suggesting a year-over-year rise of 15%. ETN has a trailing four-quarter average surprise of 1.3%.

Deere & Company (DE - Free Report) , slated to release fourth-quarter fiscal 2026 results on Nov. 25, has an Earnings ESP of +3.59% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for Deere’s fourth-quarter fiscal 2026 earnings is pegged at $4.07 per share, indicating a year-over-year rise of 3.6%. DE has a trailing four-quarter average surprise of 11.1%.

Emerson Electric Co. (EMR - Free Report) , slated to release fourth-quarter fiscal 2026 results on Nov. 4, has an Earnings ESP of +1.00% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for Emerson Electric’s fourth-quarter 2026 earnings is pegged at $1.84 per share, implying a year-over-year rise of 13%. EMR has a trailing four-quarter average surprise of 1.3%.

Adams Diversified Equity Fund Inc. grew its position in CSX Corporation (NASDAQ:CSX – Free Report) by 8.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 516,000 shares of the transportation company’s stock after acquiring an additional 39,000 shares during the period. Adams Diversified Equity Fund Inc.’s holdings in CSX were worth $23,999,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of CSX. Archer Investment Corp acquired a new position in CSX in the second quarter worth $26,000. N.E.W. Advisory Services LLC bought a new stake in shares of CSX during the second quarter worth $27,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of CSX in the second quarter valued at $29,000. Manning & Napier Advisors LLC acquired a new stake in shares of CSX in the second quarter valued at $30,000. Finally, Arlington Trust Co LLC increased its stake in shares of CSX by 58.0% in the second quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock valued at $32,000 after buying an additional 250 shares in the last quarter. 73.57% of the stock is owned by institutional investors and hedge funds.

More CSX News Here are the key news stories impacting CSX this week:

Positive Sentiment: Q3 earnings and revenue beat expectations. CSX reported $0.57 in adjusted EPS versus the $0.53 consensus estimate and $4.02 billion in revenue versus expectations of $3.96 billion. Revenue increased 12% year over year, while net earnings reached $1.05 billion. CSX increases earnings and revenue Positive Sentiment: Volumes and margins improved materially. Total volume rose 5%, with intermodal volume up 7% to a record level. Operating income increased 44% to $1.57 billion, and the operating margin expanded to 39.1%. Management also cited a 3% reduction in nonfuel costs, supporting the view that the improvement was not solely driven by fuel surcharges. CSX: 3 Key Takeaways for Long-Term Investors Positive Sentiment: Management offered constructive growth targets. CSX projects high-single-digit revenue growth in 2026 and is targeting more than 350 basis points of operating-margin expansion. Higher rail volumes may also benefit CSX relative to trucking companies as elevated fuel costs pressure truck transportation. CSX projects 2026 revenue growth Positive Sentiment: Analysts raised their estimates. Bank of America increased its price target to $57 from $55 with a Buy rating, while JPMorgan raised its target to $58 and maintained an Overweight rating. CSX Analysts Boost Their Forecasts Neutral Sentiment: CSX announced the elimination of more than 100 management positions, which could improve efficiency but may also signal ongoing cost-control efforts. CSX eliminates management positions Negative Sentiment: Risks include valuation concerns and conflicting analyst views: Morgan Stanley maintained a $32 Sell target, while Raymond James reduced its target to $53. A law firm is also investigating potential class-action claims related to a reported customer-data breach. CSX Sell Rating Maintained Wall Street Analysts Forecast Growth A number of research analysts recently issued reports on the company. Morgan Stanley set a $32.00 price target on shares of CSX and gave the stock an “underweight” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. increased their price objective on shares of CSX from $57.00 to $58.00 and gave the stock an “overweight” rating in a report on Thursday. Bank of America raised their price objective on shares of CSX from $55.00 to $57.00 and gave the company a “buy” rating in a research report on Thursday. Argus set a $56.00 target price on shares of CSX in a research note on Friday, July 31st. Finally, Robert W. Baird boosted their target price on shares of CSX from $49.00 to $53.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Eighteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $51.83. Read Our Latest Research Report on CSX

CSX Price Performance Shares of CSX stock opened at $51.67 on Friday. The stock has a 50-day moving average price of $48.69 and a 200 day moving average price of $47.59. The company has a quick ratio of 0.72, a current ratio of 0.82 and a debt-to-equity ratio of 1.22. The firm has a market cap of $95.72 billion, a price-to-earnings ratio of 25.08, a PEG ratio of 2.28 and a beta of 1.21. CSX Corporation has a 12 month low of $33.63 and a 12 month high of $53.60.

CSX (NASDAQ:CSX – Get Free Report) last announced its quarterly earnings data on Wednesday, October 21st. The transportation company reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.04. CSX had a return on equity of 26.31% and a net margin of 23.97%. The firm had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.96 billion. During the same period in the previous year, the business posted $0.44 EPS. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. Research analysts expect that CSX Corporation will post 1.99 EPS for the current year.

CSX Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be given a dividend of $0.14 per share. The ex-dividend date is Monday, November 30th. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. CSX’s payout ratio is currently 32.37%.

CSX Profile (Free Report)

CSX Corporation is a transportation company whose primary business is freight railroading through its CSX Transportation subsidiary. The company operates an extensive rail network across the eastern United States, serving major industrial centers, population hubs, ports and distribution markets.

CSX transports a broad range of products, including chemicals, agricultural and food products, forest products, minerals, metals, automotive goods and other manufactured merchandise. Its services also include intermodal transportation, which combines rail service with trucks and containers, as well as the movement of coal and other bulk commodities.

The company traces its roots to the formation of CSX Corporation in 1980 through the merger of Chessie System and Seaboard Coast Line Industries.

Recommended Stories Five stocks we like better than CSX Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding CSX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CSX Corporation (NASDAQ:CSX – Free Report).

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Compass Wealth Management LLC cut its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 6.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 32,178 shares of the manufacturing equipment provider’s stock after selling 2,179 shares during the quarter. Applied Materials makes up 3.1% of Compass Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Compass Wealth Management LLC’s holdings in Applied Materials were worth $16,455,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Curry Webb Wealth Management LLC acquired a new stake in shares of Applied Materials in the third quarter valued at $30,000. SeaCrest Wealth Management LLC raised its holdings in shares of Applied Materials by 1.1% in the third quarter. SeaCrest Wealth Management LLC now owns 6,895 shares of the manufacturing equipment provider’s stock valued at $3,526,000 after buying an additional 78 shares during the last quarter. NBT Bank N.A. acquired a new position in Applied Materials during the 3rd quarter worth about $1,542,000. Isthmus Partners LLC lifted its position in Applied Materials by 1.9% during the 3rd quarter. Isthmus Partners LLC now owns 34,665 shares of the manufacturing equipment provider’s stock worth $17,727,000 after buying an additional 649 shares in the last quarter. Finally, Root Financial Partners LLC lifted its position in Applied Materials by 3.1% during the 3rd quarter. Root Financial Partners LLC now owns 2,351 shares of the manufacturing equipment provider’s stock worth $1,202,000 after buying an additional 71 shares in the last quarter. 80.56% of the stock is owned by institutional investors.

Insider Buying and Selling In other Applied Materials news, CFO Brice Hill sold 7,500 shares of the stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $479.25, for a total value of $3,594,375.00. Following the transaction, the chief financial officer owned 128,613 shares of the company’s stock, valued at approximately $61,637,780.25. This represents a 5.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Judy Bruner sold 1,000 shares of the business’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $465.00, for a total value of $465,000.00. Following the transaction, the director owned 25,544 shares of the company’s stock, valued at $11,877,960. The trade was a 3.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,225 shares of company stock valued at $4,454,181 over the last ninety days. Insiders own 0.30% of the company’s stock.

Applied Materials Price Performance Applied Materials stock opened at $375.58 on Friday. The business’s 50-day simple moving average is $469.97 and its 200 day simple moving average is $487.71. The stock has a market cap of $298.06 billion, a price-to-earnings ratio of 32.38, a P/E/G ratio of 1.14 and a beta of 1.60. Applied Materials, Inc. has a 12-month low of $203.40 and a 12-month high of $739.67. The company has a quick ratio of 1.79, a current ratio of 2.42 and a debt-to-equity ratio of 0.20. Applied Materials (NASDAQ:AMAT – Get Free Report) last announced its quarterly earnings data on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share for the quarter, topping the consensus estimate of $3.40 by $0.10. Applied Materials had a return on equity of 38.02% and a net margin of 30.05%. The firm had revenue of $9.12 billion during the quarter, compared to analysts’ expectations of $8.99 billion. During the same period in the previous year, the business posted $2.48 EPS. The company’s quarterly revenue was up 24.8% compared to the same quarter last year. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. As a group, research analysts anticipate that Applied Materials, Inc. will post 12.79 earnings per share for the current year.

Applied Materials Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, November 19th. Applied Materials’s payout ratio is 18.28%.

Analysts Set New Price Targets AMAT has been the topic of a number of research analyst reports. Citigroup reissued a “buy” rating and set a $710.00 price objective (up from $550.00) on shares of Applied Materials in a report on Monday, August 3rd. Needham & Company LLC dropped their target price on shares of Applied Materials from $740.00 to $580.00 and set a “buy” rating for the company in a research note on Friday, October 16th. New Street Research reduced their target price on shares of Applied Materials from $580.00 to $525.00 and set a “neutral” rating on the stock in a research report on Friday, August 14th. KeyCorp increased their price target on shares of Applied Materials from $550.00 to $750.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Finally, B. Riley Financial reissued a “buy” rating and set a $700.00 price target (down from $790.00) on shares of Applied Materials in a research note on Friday, August 14th. Thirty analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Applied Materials presently has an average rating of “Moderate Buy” and an average price target of $632.70.

Check Out Our Latest Stock Analysis on Applied Materials

Key Applied Materials News Here are the key news stories impacting Applied Materials this week:

Positive Sentiment: Applied Materials saw approximately $102.1 million of net ETF buying on Tuesday, indicating continued institutional demand for the stock despite recent weakness. Applied Materials Sees $102.1 Million in Net ETF Buying on Tuesday Positive Sentiment: The company’s Semiconductor Systems business is positioned to benefit from AI-chip investment in advanced logic, DRAM and advanced packaging. These trends could support revenue growth and margin expansion in coming years. Can Semiconductor Systems Drive AMAT’s Next Growth Phase? Neutral Sentiment: Applied Materials will report fourth-quarter and fiscal 2026 results on November 12, 2026. The announcement gives investors a clear upcoming catalyst, but contains no change to earnings guidance. Applied Materials to Report Fourth Quarter and Fiscal 2026 Results on Nov. 12, 2026 Negative Sentiment: Lam Research’s outlook, described as only “a bit higher,” disappointed investors following an otherwise strong quarter. Its warning that supply constraints could limit growth pressured the broader chip-equipment group, including AMAT. Applied Materials Sinks on Lam’s Outlook Negative Sentiment: The sector-wide selloff reflects concerns that equipment makers may face near-term capacity and supply limitations even as AI demand remains strong. Applied Materials’ shares also remain below their recent moving averages, amplifying investor caution. Lam Research Sinks as Supply Constraints Cap Outlook Negative Sentiment: Investors have reacted cautiously to Applied Materials’ 2030 plan, including a target of more than $12 billion in services revenue and roughly 54% non-GAAP gross margin. The long-term targets may require substantial execution and are not immediately easing concerns about the current equipment cycle. Applied Materials Slides After Targeting $12 Billion in Services by 2030 Applied Materials Profile (Free Report)

Applied Materials, Inc is a technology company that supplies equipment, services and software used to manufacture semiconductors and advanced displays. Its products help customers fabricate the integrated circuits and other components used in computers, mobile devices, data centers, automobiles and a range of connected technologies.

The company’s offerings include systems for materials engineering, wafer fabrication, inspection and process control, along with equipment and services designed to improve manufacturing productivity and yield.

Featured Articles Five stocks we like better than Applied Materials Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AMAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Applied Materials, Inc. (NASDAQ:AMAT – Free Report).

Receive News & Ratings for Applied Materials Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Applied Materials and related companies with MarketBeat.com's FREE daily email newsletter.

The market expects Cenovus Energy (CVE - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis oil company is expected to post quarterly earnings of $1.21 per share in its upcoming report, which represents a year-over-year change of +132.7%.

Revenues are expected to be $11.71 billion, up 22.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.23% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Cenovus?For Cenovus, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #1.

So, this combination makes it difficult to conclusively predict that Cenovus will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Cenovus would post earnings of $1.11 per share when it actually produced earnings of $1.11, delivering no surprise.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Cenovus doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Groupon (GRPN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this online daily deal service have returned -22.3% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Internet - Commerce industry, to which Groupon belongs, has lost 3.1% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Groupon is expected to post a loss of $0.01 per share, indicating a change of +99.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of -$0.14 for the current fiscal year indicates a year-over-year change of +93.2%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $0.95 indicates a change of +776.2% from what Groupon is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Groupon is rated Zacks Rank #2 (Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Groupon, the consensus sales estimate for the current quarter of $129.41 million indicates a year-over-year change of +5.4%. For the current and next fiscal years, $517.75 million and $565.05 million estimates indicate +3.9% and +9.1% changes, respectively.

Last Reported Results and Surprise HistoryGroupon reported revenues of $124.68 million in the last reported quarter, representing a year-over-year change of -0.8%. EPS of -$0.04 for the same period compares with $0.46 a year ago.

Compared to the Zacks Consensus Estimate of $127.42 million, the reported revenues represent a surprise of -2.15%. The EPS surprise was +50%.

Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Groupon is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Groupon. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

Wall Street expects a year-over-year increase in earnings on higher revenues when WisdomTree, Inc. (WT - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of +30.4%.

Revenues are expected to be $181.31 million, up 44.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.77% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for WisdomTree, Inc.?For WisdomTree, Inc., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.88%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that WisdomTree, Inc. will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that WisdomTree, Inc. would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

WisdomTree, Inc. appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAmong the stocks in the Zacks Financial - Miscellaneous Services industry, Coinbase Global, Inc. (COIN - Free Report) , is soon expected to post loss of $0.18 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -112.5%. This quarter's revenue is expected to be $1.16 billion, down 38.1% from the year-ago quarter.

The consensus EPS estimate for Coinbase Global has been revised 72.2% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +171.22%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Coinbase Global will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.