It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
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Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Merit Medical (MMSI - Free Report) South Jordan, UT-headquartered Merit Medical Systems, Inc. designs, manufactures and markets proprietary medical devices used in interventional, diagnostic and therapeutic procedures. The company serves a wide range of clinical areas, including cardiology, radiology, oncology, critical care and endoscopy.
MMSI is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 16.54; value investors should take notice.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.03 to $4.07 per share. MMSI also boasts an average earnings surprise of +12.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, MMSI should be on investors' short list.
Key Takeaways Inspire Medical presented new SLEEP 2026 data supporting its therapy in obstructive sleep apnea.Inspire V cut implant time of 20.4%, reduced mean AHI to 8.4 and showed 5.9 hours of nightly use.ADHERE registry data showed a 62% median AHI reduction and strong long-term adherence. Inspire Medical Systems (INSP - Free Report) recently showcased new clinical data, technology advancements and cardiovascular outcomes research at SLEEP 2026, the annual meeting of the Associated Professional Sleep Societies. A major focus of the company’s presence was the growing body of evidence supporting Inspire therapy in obstructive sleep apnea (OSA).
INSP showcased its next-generation Inspire V system, advances in closed-loop hypoglossal nerve stimulation (HNS) therapy, the Inspire SleepSync remote patient management platform and resources designed to establish and expand Inspire programs.
Per management, the company’s participation at SLEEP 2026 highlights the continued evolution of the Inspire platform, including the Inspire V system and new clinical data demonstrating real-world effectiveness. INSP’s long-standing association with the conference reflects its commitment to advancing physician education and improving outcomes for patients with OSA worldwide.
Likely Trend of INSP Stock Following the NewsShares of INSP have gained 2.9% since the announcement on Tuesday. In the year-to-date period, shares of the company have declined 53.8% compared with the industry’s 17.3% fall. However, the S&P 500 has risen 9.7% in the same timeframe.
The latest data presentation and publication of the PREDICTOR study are likely to strengthen Inspire Medical’s position in the growing sleep apnea treatment market. Positive clinical outcomes, high patient adherence and studies showing lower rates of several cardiovascular events may support physician confidence and patient adoption of Inspire therapy. The PREDICTOR study could further expand patient access and reduce diagnostic barriers, supporting future adoption and market growth.
INSP currently has a market capitalization of $1.23 billion.
Image Source: Zacks Investment Research
More on the Latest Clinical FindingsResearch highlighted at the event included a secondary analysis of the STAR trial, which demonstrated significant reductions in hypoxic burden, a physiologic measure of oxygen desaturation linked to OSA risk. The analysis showed improvements in daytime sleepiness that correlated with reductions in hypoxic burden, even among 50% apnea-hypopnea index (AHI) non-responders.
The company highlighted another study comparing HNS and CPAP therapy in matched groups of 3,525 patients each using the TriNetX database. The study demonstrated significantly lower rates of several cardiovascular and respiratory complications. Lower odds were observed for stroke, myocardial infarction, atrial fibrillation/flutter, hypertensive crisis, pulmonary embolism, ventricular tachycardia, COPD exacerbation, acute kidney injury, hospitalization, acute heart failure and others, compared with CPAP therapy.
The company also announced the publication of the PREDICTOR study, which identified body mass index and neck circumference as predictors of complete concentric collapse. These findings suggest that some patients may be screened for Inspire eligibility without requiring drug-induced sleep endoscopy.
Clinical data presented at SLEEP 2026 further demonstrated the effectiveness of Inspire therapy. Final results from a study of the Inspire V system showed a 20.4% reduction in implant time, improved respiratory sensing performance, a reduction in mean AHI from 34.4 to 8.4 events per hour and average nightly usage of 5.9 hours.
Data from the ADHERE registry, which followed 5,000 patients across the United States and Europe, showed a 62% median reduction in AHI, improvements in daytime sleepiness and strong long-term adherence. Additional real-world studies reported higher adherence rates and greater disease alleviation with Inspire therapy compared with CPAP, while late-breaking research suggested Inspire therapy may reduce major adverse cardiovascular event risk relative to both CPAP and untreated OSA.
Industry Prospects Favoring the MarketGoing by the data provided by Fortune Business Insights, the sleep apnea implants market is valued at $724.2 million in 2026 and is estimated to grow at a CAGR of 12.7% from 2026 to 2034.
Factors like the increasing prevalence of obstructive sleep apnea and central sleep apnea are boosting the market growth.
Other NewsIn May, Inspire Medical announced its first-quarter 2026 results. The company delivered modest top-line growth, margin expansion and improved operating cash flow, highlighting disciplined cost management and a favorable product mix shift toward Inspire V. However, reimbursement-related disruptions and the WISeR program continue to pressure procedure volumes, prompting a reduction in full-year guidance. Management expects these headwinds to ease over time, supporting sequential improvement through 2026 and positioning the company for renewed growth in 2027.
INSP’s Zacks Rank & Key PicksCurrently, INSP has a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Globus Medical (GMED - Free Report) and Biodesix (BDSX - Free Report) .
West Pharmaceutical, sporting a Zacks Rank #1 (Strong Buy) at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.
Globus Medical has an estimated long-term earnings growth rate of 10.2%. GMED’s earnings beat estimates in the trailing four quarters, the average surprise being 26.3%.
Biodesix, currently carrying a Zacks Rank of 2, reported a first-quarter 2026 adjusted loss per share of 81 cents, which was 35.71% narrower than the Zacks Consensus Estimate. Revenues of $26 million beat the Zacks Consensus Estimate by 12.3%.
BDSX has an estimated earnings growth rate of 37.3% for 2026. The company beat earnings estimates in three of the trailing four quarters and missed once, the average surprise being 25.6%.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Commvault Systems, Inc. ("Commvault" or "the Company") (NASDAQ: CVLT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between April 29, 2025 and January 26, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 17, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Commvault shared overwhelmingly positive statements about its ARR growth while knowing or recklessly disregarding the fact that its growth guidance failed to factor in important variables including the type of sale. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Commvault, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Commvault To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Commvault between April 29, 2025 and January 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Commvault Systems, Inc. ("Commvault" or the "Company") (NASDAQ: CVLT) and reminds investors of the July 17, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
Defendants provided investors with material information pertaining to Commvault's projected ARR growth for fiscal year 2026. Defendants' statements included, among other things, misleading guidance and projections related to the Company's new net ARR growth. Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Commvault's ARR growth environment; pertinently, Commvault knew or recklessly disregarded that the Company's ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Commvault's securities at artificially inflated prices.
On January 27, 2026, Commvault reported financial results for the third quarter of fiscal 2026 ended December 31, 2025, including "40% growth in SaaS ARR to $364 million," as noted by the Company's Chief Accounting Officer ("CAO") during the earnings call to discuss these results. Additionally, the CAO said "60% of our deals actually closed in the last few weeks of the quarter." According to Bloomberg Intelligence, "SaaS ARR growth of 40% represents a meaningful deceleration from 56%" reported for the second quarter fiscal 2026.
Following this news, Commvault stock declined over 31% on January 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Commvault's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Commvault class action, go to www.faruqilaw.com/CVLT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Commvault Systems Securities Class Action Lawsuit:
What is the Commvault Systems securities fraud lawsuit about?
The Commvault Systems securities fraud lawsuit is a federal securities class action alleging that Commvault Systems, Inc. (NASDAQ: CVLT) and its executives made false and misleading statements to investors by providing materially misleading guidance and projections related to the Company's annual recurring revenue (ARR) growth while concealing that its ARR growth guidance failed to properly account for crucial variables - such as the type of sale - that significantly affected the Company's true growth trajectory. As the truth emerged on January 27, 2026, when Commvault reported Q3 fiscal 2026 results showing SaaS ARR growth of only 40% - a meaningful deceleration from 56% in the prior quarter - CVLT's stock price fell over 31% in a single day, causing significant losses for investors.
Who may be eligible to participate in the Commvault Systems class action lawsuit?
Investors who purchased or acquired Commvault Systems (CVLT) stock between April 29, 2025 and January 26, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Commvault securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Commvault employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Commvault Systems lawsuit?
A lead plaintiff in the Commvault Systems class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Commvault investor who purchased CVLT stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 17, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Commvault Systems stock during the Class Period?
Investors who purchased Commvault Systems (CVLT) stock between April 29, 2025 and January 26, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Commvault Systems securities class action is July 17, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CVLT for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301934
Source: Faruqi & Faruqi LLP
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NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) -- IMPORTANT DATE: July 17, 2026. Investors who purchased Commvault Systems, Inc. (NASDAQ: CVLT) securities between April 29, 2025 and January 26, 2026 and wish to seek appointment as lead plaintiff must file a motion by this date. Start your claim now before the deadline or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
CVLT shares fell 31%, losing $40.23 per share in a single trading session on January 27, 2026. The lead plaintiff deadline is July 17, 2026.
What is a Lead Plaintiff?
Under the Private Securities Litigation Reform Act of 1995, courts appoint a lead plaintiff to represent the interests of all class members. In the Commvault action, the court will select from among applicants who purchased CVLT securities during the Class Period and demonstrate the largest financial interest in the relief sought. The lead plaintiff selects lead counsel, approves major litigation strategy decisions, and oversees settlement negotiations on behalf of the entire class.
Lead Plaintiff Facts
Any investor who purchased CVLT stock between April 29, 2025 and January 26, 2026 and suffered losses may apply for lead plaintiffThe court typically appoints the applicant with the largest provable financial loss during the Class PeriodServing as lead plaintiff costs nothing out of pocket; attorneys work on a contingency basis approved by the courtLead plaintiffs have direct oversight of case strategy and settlement termsInstitutional investors, including pension funds and mutual funds, frequently serve as lead plaintiffs in securities class actionsThere is no minimum loss threshold required to apply Post-Deadline Procedures
After the July 17, 2026 deadline passes, the court will review all lead plaintiff motions, evaluate competing applicants based on financial interest and adequacy, and issue an order appointing a lead plaintiff and approving lead counsel. This process typically takes several weeks. Once appointed, lead counsel will file a consolidated amended complaint incorporating additional factual detail obtained through investigation.
Absent Class Member Rights
Investors who do not apply for lead plaintiff status by July 17, 2026 are not excluded from the case. Absent class members retain the right to participate in any recovery obtained through settlement or judgment without taking any action before the deadline. The lead plaintiff deadline applies solely to the appointment process, not to class membership.
"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome of the litigation. In the Commvault action, where investors lost over 31% of share value in a single session, active lead plaintiff participation serves the interests of all class members." -- Joseph E. Levi, Esq.
About the Commvault Class Action
A securities class action was filed alleging Commvault and certain officers made materially misleading statements about the Company's fiscal year 2026 ARR growth projections. The complaint contends that when Commvault reported third quarter results showing net new ARR of $39 million against a $45 million projection, shares collapsed as the market learned the guidance had failed to account for the dilutive impact of SaaS deal mix on ARR calculations.
Find out if you qualify to recover losses or call Joseph E. Levi, Esq. at (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com
Frequently Asked Questions About the CVLT Lawsuit
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact Levi & Korsinsky before July 17, 2026 to evaluate.
Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
Q: What if I already sold my CVLT shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004 [email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
SAN FRANCISCO, June 22, 2026 (GLOBE NEWSWIRE) -- Commvault Systems, Inc. (NASDAQ: CVLT) faces a securities class action lawsuit, which seeks to represent investors who purchased or otherwise acquired Commvault securities between April 29, 2025 and January 26, 2026.
The lawsuit follows the massive 31% collapse in the company shares on January 27, 2026, triggered by the company’s Q3 2026 financial results that included a significant shortfall in certain critical financial metrics.
Hagens Berman is investigating the pending claims alleging Commvault’s pre-January 27 disclosures violated the federal securities laws. The firm encourages Commvault investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.
View our latest video summary of the allegations: youtu.be/YILiBV90q2w
Class Period: Apr. 29, 2025 – Jan. 26, 2026
Lead Plaintiff Deadline: July 17, 2026
Visit: www.hbsslaw.com/investor-fraud/cvlt
Contact the Firm Now: [email protected]
844-916-0895
Commvault Systems, Inc. (CVLT) Securities Class Action:
Commvault provides its customers cyber resiliency by protecting and recovering their data and cloud-native applications amidst increasing cyber threats and attacks.
The company generates revenues through subscriptions, including Software-as-a-Service (“SaaS”), and has said that subscription annual recurring revenue (“ARR”) “is the best indicator of the company’s growth.” Accordingly, investors have focused on this key metric, of which SaaS ARR accounts for about 38%.
During the Class Period, Commvault repeatedly touted that its “execution has never been better across the business[,]” said it would “continue to see hyper-growth within [its] SaaS platform[,]” and hyped its ARR growth and accelerated SaaS target achievement “two quarters earlier than planned.”
The primary focus of the litigation is the claim that the company and its management knew but did not disclose how different types of sales would impact ARR growth, that the company increasingly focused on lower-priced SaaS deals and discounting, and created the misleading impression that its ARR would remain steady throughout fiscal 2026.
Investors learned the truth on January 27, 2026 after Commvault reported underwhelming Q3 2026 financial results. Of concern was the significant miss in net new ARR, a reduction in full-year ARR growth guidance, and a dramatic deceleration in SaaS ARR year-over-year growth (down year-over-year from 71% to just 40%).
The primary discrepancy with the company’s earlier growth narrative was its revelation that composition of sales activity (type of sale) mattered – unknown to investors, volumes increasingly came from dramatically lower-priced SaaS deals and heavily discounted long-term contracts, both of which significantly pressured ARR and SaaS ARR.
Along with the market’s swift, negative reaction, several analysts (some of whom reportedly characterized the results as a “mess” and questioned Commvault’s ability to execute) promptly downgraded their Commvault investment and price target ratings.
“We’re investigating the pending claims that Commvault intentionally misled investors about adverse impact on its growth narrative brought about by the change in type of sales revelations,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Commvault and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to frequently asked questions about the Commvault case and the firm’s investigation, read more »
Whistleblowers: Persons with non-public information regarding Commvault should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
, /PRNewswire/ -- Glancy Prongay Wolke & Rotter LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Commvault Systems Inc. ("Commvault" or the "Company") (NASDAQ: CVLT).
IF YOU SUFFERED A LOSS ON YOUR COMMVAULT INVESTMENTS, CLICK HERE BEFORE JULY 17, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT
What Is The Lawsuit About?
The complaint filed alleges that, between April 29, 2025 and January 26, 2026, Defendants failed to disclose to investors that: (1) Commvault knew or recklessly disregarded the impact that different types of sales would have on its ARR growth; (2) the variation in net ARR growth is strongly based on the type of sale Commvault is making, thus, the Company's projected net new ARR should not have been determined without properly factoring in sale type; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
Key Takeaways Commvault is positioning Commvault Cloud as a broader cyber resilience platform.AI, cloud adoption and identity-based attacks are creating a multi-year demand backdrop.CVLT's SaaS ARR rose 42% to $400M in Q4'26, while subscription ARR increased 27% to $989M. Commvault Systems, Inc. (CVLT - Free Report) is no longer just a backup-software story. The company is positioning Commvault Cloud as a broader cyber resilience platform spanning data protection, data security, identity resilience and recovery.
That matters because enterprise data is becoming larger, more distributed and more exposed. AI, cloud adoption and identity-based attacks are creating a multi-year demand backdrop that could matter more than any single quarter’s results.
Commvault Benefits From AI-Driven Data GrowthAI is increasing the value and volume of enterprise data, while also expanding the number of access points that must be secured. Commvault’s platform is built around that problem: protecting data sets, helping detect threats, supporting recovery at scale and adding governance around AI-related data use.
The company estimates its total addressable market across core data protection, cloud security and data security at $24 billion in 2025, with potential expansion to $38 billion by 2029. That gives CVLT a growth narrative tied to enterprise resilience, not just traditional backup demand.
CVLT Pushes Deeper Into Identity ResilienceIdentity resilience is becoming a more important part of the Commvault story. In the latest quarter, identity resilience and data security offerings represented 33% of net new annual recurring revenue, showing that newer modules are contributing to platform expansion.
Active Directory protection was one of the company’s fastest-growing SaaS offerings, with annual recurring revenue more than doubling year over year. Commvault is also extending protection across Microsoft Entra ID and Okta environments, which could make identity recovery a larger contributor as attacks increasingly target credentials and directory systems.
Commvault Expands Its Cloud and Partner ReachCommvault’s platform strategy is also getting support from integrations and alliances. Recent business highlights included an integration with Microsoft Security, expanded work with CrowdStrike Falcon Next-Gen SIEM, a strategic alliance with NetApp and a CloudSEK partnership focused on exposed credentials on the dark web.
CrowdStrike Holdings, Inc. (CRWD - Free Report) is relevant to this discussion because Commvault’s expanded integration with CrowdStrike connects threat visibility with recovery workflows. Okta, Inc. (OKTA - Free Report) also fits the theme, as Commvault has extended identity resilience to Okta environments.
The broader partner ecosystem reinforces Commvault’s role in hybrid and multi-cloud operations. The company’s materials also highlight cloud partners such as Amazon Web Services, Google Cloud, Microsoft and Oracle, underscoring the need to protect workloads across fragmented enterprise infrastructure.
CVLT Still Must Prove It Can Sustain the TrendThe opportunity is attractive, but not frictionless. Commvault competes in a highly fragmented market against vendors such as Rubrik, Inc. (RBRK - Free Report) , Cohesity and Veeam, as well as cloud providers and other cybersecurity companies.
Rubrik is a direct peer in data security and cyber resilience, making it an important comparison point for investors assessing CVLT’s competitive position. Commvault also faces risks from pricing pressure, longer enterprise sales cycles, reseller execution and hyperscalers expanding native cloud protection capabilities.
Currency and international execution add another layer of variability. In fiscal 2026, international markets accounted for a sizable portion of revenues, so foreign exchange swings and regional demand conditions can affect reported growth.
How CVLT's Zacks Signals Frame the Trend BetThe bottom line is that CVLT has exposure to several durable technology themes: AI-driven data growth, cyber resilience, identity recovery and hybrid cloud complexity. The company’s SaaS annual recurring revenue rose 42% year over year to $400 million in the fourth quarter of fiscal 2026, while subscription annual recurring revenue increased 27% to $989 million.
Still, the stock currently carries a Zacks Rank #3 (Hold). That rating suggests a more balanced near-term earnings outlook rather than a clear positive estimate-revision signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CVLT has a VGM Score of C, with a Growth Score of B, Momentum Score of C and Value Score of D. The Growth Score of B aligns with the company’s longer-term expansion themes, while the VGM Score of C and Zacks Rank #3 indicate investors may want to keep the trend story in perspective.
, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Commvault Systems, Inc. (NASDAQ: CVLT).
Shareholders who purchased shares of CVLT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Commvault's ARR growth environment; pertinently, Commvault knew or recklessly disregarded that the Company's ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. On January 27, 2026, Commvault published third quarter 2026 fiscal results, which included ARR growth below the guidance provided by the Company. In particular, ARR growth for the third quarter 2026 was $39 million, which fell short of the $45 million projection provided. Following this news, the price of Commvault's common stock declined dramatically. From a closing market price of $129.36 per share on January 26, 2026, Commvault's stock price fell to $89.13 per share on January 27, 2026, a decline of over 31% in a single day.
DEADLINE: July 17, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/commvault-systems-inc-loss-submission-form/?id=189524&from=4
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of CVLT during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is July 17, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Key Takeaways CVLT topped fiscal Q4 earnings estimates as revenues rose 13.3% and subscription revenues climbed 20%.CVLT's fiscal 2027 revenue outlook implies 12%-13% growth as subscription revenue gains slow.CVLT's free cash flow, cash pile and buybacks help offset concerns about normalizing growth. Commvault Systems, Inc. (CVLT - Free Report) still has a credible investment case after strong fourth-quarter fiscal 2026 results, but the setup is no longer a simple growth-acceleration story.
The better question is whether steady execution, recurring revenue gains and cash generation are enough to justify a fresh entry when fiscal 2027 growth is expected to normalize.
CVLT Delivers Better Earnings Than ExpectedCommvault reported non-GAAP earnings of $1.28 per share for the fourth quarter of fiscal 2026, up 24.3% year over year and 17.4% above the Zacks Consensus Estimate.
Revenues increased 13.3% year over year to $311.7 million, topping the consensus mark by 1.5%. Subscription revenues rose 20% to $208 million, with SaaS revenues jumping 43% to $93 million.
The quarter also showed healthy operating leverage. Non-GAAP operating margin improved 170 basis points year over year to 21.3%, while free cash flow reached a quarterly record of $132 million.
Commvault's Fiscal 2027 Outlook Cools the StoryThe hesitation starts with guidance. Management expects fiscal 2027 total revenues of $1.30 billion to $1.31 billion, implying growth of roughly 12% to 13% from fiscal 2026 revenues of $1.18 billion.
Subscription annual recurring revenues are expected to reach $1.20 billion to $1.21 billion in fiscal 2027. That still indicates growth, but it marks a slowdown from the 27% subscription annual recurring revenue growth reported in fiscal 2026.
That makes CVLT more of a quality-growth story than an accelerating-growth story. Investors comparing the space may also watch Rubrik (RBRK - Free Report) , a cyber resilience and data security company with direct relevance to enterprise recovery demand. CrowdStrike Holdings (CRWD - Free Report) , a cybersecurity platform company, offers a broader benchmark for investor appetite toward security software.
CVLT's Valuation Looks Fair, Not CheapCVLT trades at 23.41 times forward 12-month earnings. That is above the Zacks sub-industry multiple of 19.84 times, but below the broader Zacks sector multiple of 25.11 times.
The valuation does not look excessive relative to the company’s recurring revenue base and cash generation. It also does not offer a clear discount that would make the stock easy to buy despite slower growth.
The $132 price target also points to a measured setup. With the stock at $126.01 as of June 22, 2026, the implied upside looks modest rather than compelling.
Commvault's Cash Flow Helps the Bull CaseCash flow is the strongest offset to the growth concern. Commvault generated $237 million in free cash flow in fiscal 2026, up 16% year over year.
The company ended fiscal 2026 with $900 million in cash and cash equivalents. That gives it flexibility to invest in product development, support strategic acquisitions and maintain shareholder returns.
Repurchases also remain part of the story. Commvault bought back 3 million shares for $259 million in the fiscal fourth quarter and repurchased $446 million of stock for the full fiscal year.
What CVLT's Scores Say About the Risk-RewardThe bottom line is that CVLT still looks like a solid software name, but the near-term risk-reward is more balanced than compelling. Strong execution and cash generation support patience, while slower expected revenue and annual recurring revenue growth argue against chasing the stock.
CVLT currently carries a Zacks Rank #3 (Hold). That rank is consistent with a more measured view over the next one to three months rather than a clear short-term buy signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Style Scores add nuance. CVLT has a VGM Score of C, Growth Score of B, Value Score of D and Momentum Score of C. The Growth Score of B supports the long-term appeal of the business, but the Value Score of D indicates that valuation is not the stock’s strongest attribute.
For investors already holding CVLT, the fundamentals still provide reasons to stay constructive. For new buyers, the combination of normalizing growth and fair valuation supports a more patient entry point.
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- SueWallSt alerts investors in Commvault Systems, Inc. (NASDAQ: CVLT) that a securities class action has been filed on behalf of shareholders who purchased securities between April 29, 2025 and January 26, 2026. Find out if you qualify to recover losses from the CVLT analyst downgrade fallout. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
CVLT shares collapsed 31%, losing $40.23 per share in a single trading session on January 27, 2026, after third quarter fiscal 2026 results revealed net new ARR of $39 million versus the $45 million target. Multiple sell-side firms immediately cut their price targets and downgraded their ratings.
Initial Analyst Optimism Built on Company Projections
Throughout the Class Period, Wall Street coverage of Commvault reflected confidence in the Company's ARR growth trajectory. That confidence, the lawsuit contends, was built on projections that failed to account for how SaaS deal mix would dilute reported ARR. Analysts modeled forward estimates using the $40 million and later $45 million quarterly net new ARR baselines management provided on successive earnings calls.
The Downgrades Begin: January 27, 2026
The corrective disclosure triggered swift reassessment across the analyst community:
CFRA downgraded Commvault from Buy to Hold and slashed its price target from $172 to $101, a 41% reductionMizuho lowered its target from $180 to $140, noting the "underwhelming F3Q" and attributing the shortfall to "a growing SaaS net new ARR mix shift" with "much lower ASPs"DA Davidson cut its target from $185 to $135, stating that management's explanations for the ARR miss "leave many with questions" and that the reasoning did "not seem to have been enough for investors" Execution Concerns Replace Confidence on Wall Street
DA Davidson's analysis was particularly pointed. The firm observed that for management's SaaS-mix explanation to hold, one would need to believe that approximately $1.6 million in SaaS upside somehow prevented representatives from closing term-license deals with entirely different customers. The report noted that Commvault had previously demonstrated both SaaS and term-license upside in the same quarter, undermining the argument that one came at the expense of the other. As the filing states, these analyst reactions reflect the market's conclusion that the guidance provided during the Class Period was materially flawed.
Why Analyst Shifts Matter for CVLT Investors
When sell-side consensus is built on company-provided projections that allegedly omit material variables, the resulting correction can be severe. The aggregate target price reduction across covering firms exceeded $40 per share on average, as alleged in the action. Investors who purchased CVLT stock during the Class Period at prices supported by analyst models that relied on the Company's guidance may have overpaid significantly.
"When analyst expectations are built on incomplete or misleading company disclosures, the resulting corrections can cause significant investor harm. The breadth of the downgrades following Commvault's January disclosure underscores how widely the prior guidance was relied upon." -- Joseph E. Levi, Esq.
Speak with an attorney about recovering your CVLT investment losses or call (888) SueWallSt.
ABOUT SUEWALLST -- Over the past 20 years, SueWallSt has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, SueWallSt has ranked in ISS Securities Class Action Services' Top 50 Report. The last day to move for lead plaintiff is July 17, 2026.
Frequently Asked Questions About the CVLT Lawsuit
Q: How much did CVLT stock drop? A: Shares fell approximately 31% -- a decline of $40.23 per share -- after the company disclosed that third quarter fiscal 2026 net new ARR came in at $39 million versus the $45 million projection. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.
Q: What specific misstatements does the CVLT lawsuit allege? A: The complaint alleges Commvault made materially false or misleading statements regarding its ARR growth trajectory and guidance for fiscal year 2026, failing to properly account for how SaaS deal mix and longer-duration term licenses would dilute reported ARR. When the true state was revealed, the stock price declined sharply.
Q: What do CVLT investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my CVLT shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting SueWallSt before July 17, 2026 ensures your losses are considered.
CONTACT:
SueWallSt
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004 [email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
LOS ANGELES, June 23, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Commvault Systems, Inc., (“Commvault” or the "Company") (NASDAQ: CVLT) investors of a class action on behalf of investors that bought securities between April 29, 2025 and January 26, 2026, inclusive (the “Class Period”). Commvault investors have until July 17, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/commvault-systems-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
On January 27, 2026, Commvault reported its financial results for the third quarter of fiscal 2026 and revealed ARR growth below the Company's prior guidance. In particular, ARR growth for the quarter was only $39 million, which fell short of the Company's $45 million guidance. On this news, Commvault's stock price fell $40.23 per share, or 31.1%, to close at $89.13 per share on January 27, 2026.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
Key Takeaways Commvault is leaning on SaaS, ARR growth and cyber resilience demand to support recurring revenue.SaaS revenue rose 43% in fiscal Q4, while full-year SaaS revenue jumped 52% to $333 million.CVLT faces slower fiscal 2027 revenue growth expectations and limited near-term margin expansion. Commvault Systems, Inc. (CVLT - Free Report) is increasingly being judged by its ability to convert cyber resilience demand into recurring, higher-visibility growth.
The company’s latest results show a business moving deeper into cloud, security and recovery workloads, even as investors weigh slower fiscal 2027 growth expectations and limited near-term margin expansion.
Commvault's SaaS Shift Drives Recurring RevenueSoftware-as-a-service (SaaS) remains the clearest growth engine. In the fourth quarter of fiscal 2026, SaaS revenue rose 43% year over year to $93 million. For the full fiscal year, SaaS revenue increased 52% to $333 million.
SaaS annual recurring revenues reached $400 million, up 42% year over year. That shift matters because recurring software revenue can improve visibility, support customer retention and create a stronger foundation for long-term profitability.
CVLT's ARR Momentum Supports the Core ThesisSubscription annual recurring revenues increased 27% year over year to $989 million in the fiscal fourth quarter. Total annual recurring revenues rose 21% to $1.12 billion, underscoring the company’s progress in building a larger recurring base.
Commvault added $53 million of net new subscription annual recurring revenues on a constant-currency basis in the quarter, its strongest performance of fiscal 2026. That momentum supports the view that demand remains healthy despite expectations for normalized growth in fiscal 2027.
Commvault Builds Around a Unified PlatformCommvault Cloud unifies data protection, cyber recovery, data security, governance and identity resilience across on-premises, hybrid, multi-cloud and SaaS environments. That breadth is important as enterprises seek fewer fragmented tools and more consistent recovery capabilities.
The land-and-expand case is also gaining support. At the end of fiscal 2026, 48% of Commvault-managed SaaS customers used more than one offering, up from 43% a year earlier.
Rubrik (RBRK - Free Report) is a relevant peer for investors tracking cyber resilience and data security software. International Business Machines (IBM - Free Report) also sits in the broader enterprise technology conversation, given its exposure to hybrid cloud and security-oriented infrastructure needs.
CVLT Faces Real Growth and Margin Trade-OffsThe bullish case is not without offsets. Management expects total revenues of $1.30-$1.31 billion in fiscal 2027, implying slower expansion than the 19% revenue growth delivered in fiscal 2026.
Perpetual license revenue remains a pressure point, falling 32% year over year in the fiscal fourth quarter and 22% for fiscal 2026. Margin expansion may also stay measured as Commvault continues investing in sales capacity, product innovation and growth initiatives.
How CVLT's Rating Signals Fit the SetupCommvault’s business trend is constructive, led by SaaS growth, subscription annual recurring revenue gains and deeper cyber resilience demand. The stock setup, however, looks more balanced than outright aggressive at this stage.
CVLT currently carries a Zacks Rank #3 (Hold). The stock also has a VGM Score of C, with a Growth Score of B, Value Score of D and Momentum Score of C. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Growth Score of B fits the company’s improving recurring-revenue profile. Still, the weaker Value Score and middling Momentum Score suggest investors may want more confirmation from execution, estimate trends and fiscal 2027 growth before taking a more bullish stance.
, /PRNewswire/ -- Commvault Systems, Inc. (NASDAQ: CVLT) faces a securities class action lawsuit, which seeks to represent investors who purchased or otherwise acquired Commvault securities between April 29, 2025 and January 26, 2026.
Hagens Berman is investigating the pending claims alleging Commvault's pre-January 27 disclosures violated the federal securities laws. The firm encourages Commvault investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.
The lawsuit follows the massive 31% collapse in the company shares on January 27, 2026, triggered by the company's Q3 2026 financial results that included a significant shortfall in certain critical financial metrics.
View our latest video summary of the allegations: youtu.be/YILiBV90q2w
Class Period: Apr. 29, 2025 – Jan. 26, 2026
Lead Plaintiff Deadline: July 17, 2026
Visit: www.hbsslaw.com/investor-fraud/cvlt
Contact the Firm Now: [email protected]
844-916-0895
Commvault Systems, Inc. (CVLT) Securities Class Action:
Commvault provides its customers cyber resiliency by protecting and recovering their data and cloud-native applications amidst increasing cyber threats and attacks.
The company generates revenues through subscriptions, including Software-as-a-Service ("SaaS"), and has said that subscription annual recurring revenue ("ARR") "is the best indicator of the company's growth." Accordingly, investors have focused on this key metric, of which SaaS ARR accounts for about 38%.
During the Class Period, Commvault repeatedly touted that its "execution has never been better across the business[,]" said it would "continue to see hyper-growth within [its] SaaS platform[,]" and hyped its ARR growth and accelerated SaaS target achievement "two quarters earlier than planned."
The primary focus of the litigation is the claim that the company and its management knew but did not disclose how different types of sales would impact ARR growth, that the company increasingly focused on lower-priced SaaS deals and discounting, and created the misleading impression that its ARR would remain steady throughout fiscal 2026.
Investors learned the truth on January 27, 2026 after Commvault reported underwhelming Q3 2026 financial results. Of concern was the significant miss in net new ARR, a reduction in full-year ARR growth guidance, and a dramatic deceleration in SaaS ARR year-over-year growth (down year-over-year from 71% to just 40%).
The primary discrepancy with the company's earlier growth narrative was its revelation that composition of sales activity (type of sale) mattered – unknown to investors, volumes increasingly came from dramatically lower-priced SaaS deals and heavily discounted long-term contracts, both of which significantly pressured ARR and SaaS ARR.
Along with the market's swift, negative reaction, several analysts (some of whom reportedly characterized the results as a "mess" and questioned Commvault's ability to execute) promptly downgraded their Commvault investment and price target ratings.
"We're investigating the pending claims that Commvault intentionally misled investors about adverse impact on its growth narrative brought about by the change in type of sales revelations," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Commvault and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to frequently asked questions about the Commvault case and the firm's investigation, read more »
Whistleblowers: Persons with non-public information regarding Commvault should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
New York, New York--(Newsfile Corp. - June 23, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against CommVault Systems, Inc. (NASDAQ: CVLT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CommVault securities between April 29, 2025 and January 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CVLT.
CommVault Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants provided investors with misleading guidance and projections regarding CommVault's anticipated annual recurring revenue ("ARR") growth for fiscal year 2026, including projections related to new net ARR growth; Defendants simultaneously disseminated overly positive statements while concealing material adverse facts concerning the true state of the Company's ARR growth environment; Defendants knew or recklessly disregarded that the Company's ARR growth guidance failed to properly account for critical variables, including the type of sales driving ARR performance; and as a result, Defendants' statements about the Company's business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times.What's Next for CommVault Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CVLT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in CommVault you have until July 17, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to CommVault Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for CommVault Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/298051
Source: Bronstein, Gewirtz & Grossman, LLC
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NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Commvault Systems, Inc. (“Commvault” or the “Company”) (NASDAQ: CVLT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Commvault and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 17, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Commvault securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On January 27, 2026, Commvault reported its financial results for the third quarter of fiscal 2026 and revealed ARR growth below the Company’s prior guidance. In particular, ARR growth for the quarter was only $39 million, which fell short of the Company’s $45 million guidance.
On this news, Commvault’s stock price fell $40.23 per share, or 31.1%, to close at $89.13 per share on January 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Commvault (CVLT) To Contact Him Directly To Discuss Their Options
If you purchased or acquired Commvault securities between April 29, 2025 to January 26, 2026 and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected] or by telephone at (212) 355-4648.
Click here to participate in the action.
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) --
What’s Happening?
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Commvault Systems, Inc. (“Commvault” or the “Company”) (NASDAQ:CVLT) in the United States District Court for the District of New Jersey on behalf of all persons and entities who purchased or otherwise acquired Commvault securities between April 29, 2025 to January 26, 2026, both dates inclusive (the “Class Period”). Investors have until July 17, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. What are the Allegation Details?
According to the complaint, during the class period defendants created the false impression that Commvault’s annualized recurring revenue (ARR) growth would remain steady throughout fiscal year 2026. Plaintiff alleges that Commvault knew or recklessly disregarded that the Company’s ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Commvault’s securities at artificially inflated prices.Plaintiff then alleges that the truth was revealed on January 27, 2026, when Commvault published third quarter 2026 fiscal results, which included ARR growth below the guidance provided by the Company. Commvault reported ARR growth for the third quarter 2026 was $39 million, which fell short of the $45 million projection provided. On this news, the price of Commvault’s common stock declined from a closing price of $129.36 per share on January 26, 2026, to $89.13 per share on January 27, 2026, a decline of over 31% in a single day. What are my Next Steps?
If you purchased or otherwise acquired Commvault shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:
Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.
NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Commvault Systems, Inc. (“Commvault” or the “Company”) (NASDAQ: CVLT) between April 29, 2025 and January 26, 2026, inclusive.
Should You Join The Commvault Class Action Lawsuit:
Do you, or did you, own shares of Commvault Systems, Inc. (NASDAQ: CVLT)?Did you purchase your shares between April 29, 2025 and January 26, 2026, inclusive?Did you lose money in your investment in Commvault Systems, Inc.?
What To Do Next:
Investors are encouraged to act promptly and submit a form at Commvault Systems, Inc. Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.
If you wish to serve as lead plaintiff for the Class, you must file papers by July 17, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Commvault securities traded at artificially inflated prices during the Class Period. As the truth began to emerge, the Company’s stock price declined, causing investors to suffer significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
, /PRNewswire/ -- First Horizon Bank (NYSE: FHN or "First Horizon") announced today that Logan Young, Cleveland Market President, will also serve as Manager of Business Banking for the East Tennessee Region.
With a decade of banking experience and three years as Cleveland's Market President, Young has a proven ability to deliver strategic financial solutions, develop successful banking teams and support market growth initiatives. His expertise and experience in leadership strengthens the momentum of the fast-growing East Tennessee region.
Logan Young - First Horizon Bank "Logan continues to excel as a leader in Cleveland, and we're excited to welcome him to Chattanooga and Knoxville as he expands his duties," said Richard Shaffer, East Regional President for First Horizon Bank. "In this expanded role he will continue to work closely with internal partners and community organizations to connect clients with valuable solutions. His leadership experience, client-first mindset and commitment to building relationships makes him an asset to the region's expanding First Horizon team."
About First Horizon
First Horizon Corp. (NYSE: FHN), with $84.1 billion in assets as of March 31, 2026, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Constellation Brands (STZ - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended May 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 June 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 wine, liquor and beer company is expected to post quarterly earnings of $3.28 per share in its upcoming report, which represents a year-over-year change of +1.9%.
Revenues are expected to be $2.42 billion, down 3.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.13% 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 Constellation Brands?For Constellation Brands, 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 -3.23%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Constellation Brands 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 Constellation Brands would post earnings of $1.74 per share when it actually produced earnings of $1.90, delivering a surprise of +9.20%.
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.
Constellation Brands 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.
Constellation Brands, Inc. (NYSE:STZ) will release earnings for its first quarter after the closing bell on Tuesday, June 30.
Analysts expect the Rochester, New York-based company to report quarterly earnings of $3.25 per share, up from $3.22 per share in the year-ago period. The consensus estimate for Constellation’s quarterly revenue is $2.4 billion. It reported $2.52 billion last year, according to Benzinga Pro.
On May 21, Constellation Brands announced the election of Morgan Flatley as new independent board director.
Shares of Constellation rose 1.3% to close at $143.38 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying STZ stock? Here’s what analysts think:
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Key Takeaways Amvuttra drives Alnylam's top line through expanded label and as patients switch from Onpattro.Givlaari, Oxlumo and royalties from Leqvio add incremental revenues and global growth potential.Rare disease drugs delivered $125.7M in first-quarter 2026 revenues, up 15% year over year. Alnylam Pharmaceuticals’ (ALNY - Free Report) primary top-line driver is its newest drug, Amvuttra (vutrisiran), which is approved in the United States and the EU for treating the polyneuropathy of hereditary transthyretin-mediated (hATTR) amyloidosis and ATTR amyloidosis with cardiomyopathy (ATTR-CM).
Amvuttra generated $889.9 million in global sales in the first quarter of 2026, representing 187% year-over-year growth. The figure accounted for 76% of Alnylam’s total revenues generated in the quarter. The drug’s solid uptake has been driven by increased patient demand, mainly in ATTR-CM patients in the United States, as well as several patients switching from Onpattro (patisiran), ALNY’s first FDA-approved drug for hATTR amyloidosis.
Alnylam also markets several other products across the rare disease and cardiovascular markets, providing the company with incremental revenues that add to the top line.
Givlaari (givosiran) is approved in both the United States and the EU for treating adults with acute hepatic porphyria. In the EU, the drug is also approved for use in adolescents. Strong uptake has made Givlaari a meaningful revenue driver, with regulatory filings in additional territories pending or planned during 2026 and beyond to widen its global presence.
Similarly, Oxlumo (lumasiran) injection was initially approved in the United States and the EU for the treatment of primary hyperoxaluria type 1 to lower urinary oxalate levels in pediatric and adult patients. Later, the drug’s label was expanded to include lowering urinary and plasma oxalate levels. This expansion, coupled with pending or planned regulatory filings in additional territories, strengthens its potential for international growth.
Alnylam also markets a fifth drug, Leqvio (inclisiran), in collaboration with Novartis (NVS - Free Report) to treat hypercholesterolemia in the EU. In the United States, it is approved to reduce low-density lipoprotein cholesterol. The drug’s label has also been expanded to cover high-risk cardiovascular patients, and late-stage studies are underway to broaden its indication further. ALNY earns royalties from Novartis for Leqvio sales that add to the top line.
In the first quarter of 2026, Alnylam generated $125.7 million in net product revenues from its rare disease portfolio (Givlaari and Oxlumo), reflecting a 15% year-over-year increase. Expanding global adoption of these therapies is expected to sustain Alnylam’s top-line growth while diversifying its revenue streams and reducing reliance on Amvuttra.
Pipeline Assets Could Broaden ALNY’s Growth DriversBeyond its marketed products, Alnylam’s pipeline offers multiple opportunities to further diversify its commercial portfolio over the long term. The company stands to earn royalties from cemdisiran, which is being advanced by Regeneron across several complement-mediated diseases and is already under regulatory review for generalized myasthenia gravis in the United States.
Alnylam is also progressing mivelsiran into mid-stage studies for Alzheimer’s disease and cerebral amyloid angiopathy, expanding its reach into neurodegenerative disorders. In cardiovascular disease, zilebesiran is being evaluated in a late-stage outcomes study, in partnership with Roche, which could unlock a significant hypertension market opportunity. Meanwhile, nucresiran, a next-generation RNAi therapy for ATTR amyloidosis, has entered phase III development in both polyneuropathy and cardiomyopathy indications.
ALNY’s Competition in the Market for Its Lead DrugAlnylam’s push to broaden indications and expand the global reach of its marketed drugs is becoming increasingly critical as Amvuttra faces intensifying competition in the ATTR-CM market. Rival therapies, including Pfizer’s (PFE - Free Report) Vyndaqel/Vyndamax (tafamidis) and BridgeBio’s (BBIO - Free Report) Attruby (acoramidis), are already approved and competing for market share in this space.
Vyndaqel is one of the key in-line products that has driven improvement in Pfizer’s revenues in the first quarter of 2026. Global Vyndaqel family revenues of $1.6 billion rose 8% year over year in the quarter, primarily driven by international growth on the back of higher demand due to increases in diagnosis and treatment rates. Pfizer’s Vyndaqel family includes global revenues from Vyndaqel as well as revenues for Vyndamax in the United States and Vynmac in Japan.
Approved in late 2024, Attruby is BridgeBio’s only marketed product. The drug generated sales worth $180.6 million in the first quarter of 2026, up significantly year over year, driven by solid uptake. BridgeBio is also currently evaluating acoramidis for the prevention of early-stage variant transthyretin amyloidosis in a late-stage study.
ALNY’s Stock Price, Valuation and EstimatesShares of Alnylam have plunged 30.1% so far this year compared with the industry’s 1.8% decline. The stock has also underperformed the sector and the S&P 500 index during the same time frame, as seen in the chart below.
ALNY Stock Price MovementImage Source: Zacks Investment Research
From a valuation standpoint, Alnylam stock is expensive. Going by the price/sales ratio, the company’s shares currently trade at 8.97 trailing 12-month sales per share, higher than 2.30 for the industry. However, the stock is trading much below its five-year mean of 18.24.
ALNY Stock ValuationImage Source: Zacks Investment Research
Estimates for Alnylam’s 2026 earnings have improved from $9.10 to $9.22 per share in the past 60 days, while estimates for 2027 earnings have deteriorated from $14.66 to $13.68 over the same timeframe.
ALNY Estimate MovementImage Source: Zacks Investment Research
Alnylam currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
American Eagle Outfitters (AEO - 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 teen clothing retailer have returned +7.6% over the past month versus the Zacks S&P 500 composite's +0.1% change. The Zacks Retail - Apparel and Shoes industry, to which American Eagle belongs, has gained 1.7% 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 RevisionsRather 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, American Eagle is expected to post earnings of $0.21 per share, indicating a change of -53.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -23.4% over the last 30 days.
The consensus earnings estimate of $1.77 for the current fiscal year indicates a year-over-year change of +18%. This estimate has changed +0.8% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $1.9 indicates a change of +7.5% from what American Eagle is expected to report a year ago. Over the past month, the estimate has changed -1.6%.
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 #3 (Hold) for American Eagle.
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.
In the case of American Eagle, the consensus sales estimate of $1.37 billion for the current quarter points to a year-over-year change of +6.4%. The $5.81 billion and $6 billion estimates for the current and next fiscal years indicate changes of +5.6% and +3.4%, respectively.
Last Reported Results and Surprise HistoryAmerican Eagle reported revenues of $1.2 billion in the last reported quarter, representing a year-over-year change of +9.7%. EPS of $0.14 for the same period compares with -$0.29 a year ago.
Compared to the Zacks Consensus Estimate of $1.18 billion, the reported revenues represent a surprise of +0.94%. The EPS surprise was +27.27%.
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.
American Eagle is graded A on this front, indicating that it is trading at a discount to 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 American Eagle. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Key Takeaways GSAT plans to launch HIBLEO-4 satellites on a SpaceX Falcon 9 to replenish its LEO network.Globalstar said the mission supports network resilience, reliability and ongoing service performance.GSAT is advancing second-generation replacements and a 50-plus-satellite C-3 constellation. Globalstar, Inc. (GSAT - Free Report) is advancing the development of its low Earth orbit (LEO) satellite network through the deployment of its HIBLEO-4 satellite replenishment mission. In May 2026, the company announced plans to launch the HIBLEO-4 replenishment satellites aboard a SpaceX Falcon 9 rocket as part of its ongoing efforts to maintain and enhance its current-generation satellite constellation. The mission is designed to replenish Globalstar’s existing LEO network and support the continued delivery of satellite communications services worldwide.
The HIBLEO-4 satellites are intended to strengthen the resilience and reliability of Globalstar’s satellite infrastructure. By replenishing the existing constellation, the company aims to ensure the continued performance of its network and maintain dependable connectivity across its range of satellite communication services. Management highlighted that the launch is an important step in sustaining the infrastructure that customers rely on daily and emphasized that constellation replenishment remains a key component of the company’s long-term strategy.
The mission forms part of Globalstar’s broader investment in satellite network development. Alongside the HIBLEO-4 replenishment effort, the company continues to advance its overall constellation roadmap. Globalstar expects replacement satellites for its second-generation constellation to be launched in 2026 while also progressing development of its third-generation, or C-3, constellation. The planned C-3 network, consisting of more than 50 satellites, is designed to expand network capacity, improve service durability and support growing demand across direct-to-device, Internet of Things (IoT), enterprise, government and defense applications.
Globalstar stated that the HIBLEO-4 mission is focused on reinforcing the company’s current-generation LEO constellation to support ongoing network resilience and service reliability. Although the launch originally scheduled for May 17, 2026, was postponed to provide additional preparation time for the satellites, the company stated that the mission’s objective remains unchanged. Through continued investment in replenishment satellites and next-generation network development, Globalstar is working to maintain reliable global connectivity across its satellite communications ecosystem.
Taking a Look at Globalstar’s CompetitorsAST SpaceMobile, Inc. (ASTS - Free Report) expands its BlueBird satellite constellation through new deployments and production efforts to support direct-to-smartphone connectivity and broader global coverage. Management is developing AI edge computing and spectrum management features intended for integration into next-generation BlueBird satellites in production by year-end. The company is expected to benefit from the recent collaborations with AT&T, Verizon and T-Mobile US, which focus on satellite-based mobile connectivity. Strong liquidity supports satellite deployment, technology investment and early commercialization plans.
Iridium Communications’ (IRDM - Free Report) is gaining from momentum across its recurring service revenue model, rising IoT subscribers and government deals. Its new TriMode 9604 module, set for a June launch, combines satellite IoT, cellular IoT and GPS in a compact, low-cost solution that is driving strong partner interest while streamlining legacy services and reducing long-term sustainment costs. Engineering and support revenue are gaining from rapid SDA work and national security demand. For 2026, service revenue is expected to be flat to up 2%, reflecting continued IoT growth offset by moderation elsewhere, following 2025 service revenue of $634 million.
GSAT Price Performance, Valuation and EstimatesShares of Globalstar have gained 238% in a year compared with the Zacks Satellite and Communication industry’s growth of 229.8%.
Image Source: Zacks Investment Research
From a valuation standpoint, GSAT trades at a forward 12-month price-to-sales (P/S) of 31.96X, higher than the industry’s 3.15X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for GSAT’s earnings for 2026 has been revised significantly downward over the past 60 days.
Image Source: Zacks Investment Research
Globalstar currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Marketers can go from idea to personalized campaigns in minutes with agents grounded in their brand, customers, and campaign history
SAN FRANCISCO--(BUSINESS WIRE)--Hightouch, the leader in data and AI for marketing, today announced Lifecycle Studio, a workspace for marketing teams to create and execute on-brand, personalized campaigns in minutes. The second studio within its Agentic Marketing Platform (AMP), Lifecycle Studio allows marketers to use agents grounded in the complete context of their brand, customers, and campaign history to execute production-ready, cross channel campaigns.
For more than a decade, lifecycle marketing has been built around a manual workflow that hasn't fundamentally changed. A single campaign still moves through planning, briefs, data requests, audience builds, copy rounds, design, approvals, and QA before it ever reaches a customer. Lifecycle Studio reinvents how that work gets done, so marketers can take a campaign from brief to live faster with agents.
Hightouch customers like Thumbtack are already using Lifecycle Studio to drastically reduce campaign production timelines from weeks to days and launch programs they previously didn't have the bandwidth to run.
"Lifecycle Studio has changed the way our team operates,” said Josh Mack, Head of Lifecycle Marketing, at Thumbtack. “We can now self-serve and launch on-brand campaigns across channels without the weeks of cross-team coordination and dependencies.”
With access to the complete context of a company's marketing ecosystem, Lifecycle Studio generates production-ready content across email, SMS, and push. Agents pull from DAMs, product catalogs, and campaign history to generate content that task-specific tools and general-purpose LLMs can't access. Operational QA steps from compliance checks and dark-mode rendering to ESP-specific templating run automatically in the same pass.
Lifecycle Studio works alongside the tools marketing teams already use in their stack. Campaigns can be synced to activate seamlessly across any ESP or customer engagement platform without any additional infrastructure to set up.
Marketing teams are using Lifecycle Studio to:
Ship their campaign idea backlog. Most marketers have plenty of campaign ideas but lack the bandwidth to execute. Lifecycle Studio gives teams the production capacity and quality assurance to finally launch them. Optimize existing campaigns faster. Generate messaging variants, test new audience segments, and iterate on live campaigns without spinning up a new cross-team project for every change. Launch in the moments that matter. When a cultural moment happens or major news breaks, Lifecycle Studio compresses the time from idea to live campaign from weeks to minutes. Turn market trends into new campaigns. Agents proactively surface new campaign opportunities and turn them into ready-to-launch campaigns across email, SMS, and push. “Most lifecycle teams have far more campaign ideas than they can realistically execute,” said Tejas Manohar, co-founder and co-CEO at Hightouch. “The targeting capabilities exist, but the content operation and workflow often can’t keep up. Lifecycle Studio closes that gap by collapsing what has traditionally been a 50-step process into a single agentic workflow.”
Lifecycle Studio extends Hightouch's vision for AI-native marketing infrastructure beyond advertising into lifecycle and retention marketing.
Lifecycle Studio extends Hightouch's vision for AI-native marketing infrastructure beyond advertising into lifecycle and CRM marketing.
To learn more about Lifecycle Studio, visit hightouch.com/lifecycle-studio.
About Hightouch
Hightouch is the leading agentic marketing and customer data platform that empowers companies to power personalized marketing and business operations from their very best data. Trusted by leading brands like Domino’s, Autotrader, Cars.com, Aritzia, and PetSmart, Hightouch enables anyone to deliver personalized customer experiences, optimize performance marketing, and move faster by leveraging data and AI across their organization.
The American Maritime Partnership (AMP), the voice of the domestic maritime industry, proudly congratulates the more than 1,250 graduates from America's ma
Positions the Combined Company to Capitalize on Surging Demand for Rare Earth Magnets across North America and Europe >$2 Billion Annual Permanent Magnet Potential Customer Pipeline Revenue Across Auto, Defense, Robotics, and Data Center Sectors Expected to be Immediately Accretive to Energy Fuels' Cash Flow and Margin Profile Links VAC's Established Permanent Magnet Business with Energy Fuels' Growing Rare Earth Mining, Processing and Refining Platform Company is Pursuing Various Funding Opportunities, including Government Programs, to Complement its Growth Strategy, and Recently Announced a $725 Million Conditional Loan from U.S. Office of Strategic Capital , /PRNewswire/ - Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) today announced a definitive agreement to acquire 100% of Vacuumschmelze GmbH & Co. KG, Ara VAC TopCo US LLC, and their respective consolidated subsidiaries (collectively, "VAC") from Ara Partners for a total cash-and-stock consideration of approximately $1.9 billion based on Energy Fuels' closing share price of $16.12 as of June 22, 2026, creating a fully integrated platform to strengthen global critical rare earth element ("REE") supply chains.
VAC is a leading advanced magnetics company with over 100 years of production expertise, more than 400 patents, over 1,000 customers, and operating magnet production facilities in North America, Europe and Asia, including a state-of-the-art facility in Sumter, South Carolina, with capacity to produce 2,000 tonnes per annum ("tpa") of permanent magnets, scalable to 12,000 tpa (the "Sumter Facility"). Over the last decade, VAC has produced and shipped more than one (1) billion rare earth permanent magnets. VAC's product portfolio spans both permanent magnets (sintered neodymium-iron-boron, NdFeB, and samarium-cobalt, SmCo) and soft magnetics (amorphous and nanocrystalline alloys, cobalt-iron and nickel-iron products), enabling integrated cross-selling among electrification and industrial applications. Approximately 85% of VAC's output is produced to customer specifications, reflecting deep design-in relationships built over decades, including customer partnerships averaging over 30 years with their largest accounts.
The transaction brings together Energy Fuels' upstream REE assets, including low-cost REE mining projects and existing separation capacity, with VAC's world-class downstream REE magnet manufacturing expertise. The combined company will also benefit from Energy Fuels' planned acquisition of Australian Strategic Materials Limited (ASX: ASM) ("ASM"), which, subject to conditions including shareholder approval and completion ("Closing Conditions"), will add existing commercial-scale REE metals and alloys capacity in South Korea (the "Korean Metals Plant"), with plans to build a new metals and alloys facility in the U.S. (the "American Metals Plant"). The combined company aims to serve customers across North America, Europe and Asia in high-growth sectors, including automotive, aerospace and defense, robotics, data centers, electronics and industrial automation.
"This is a transformational moment for Energy Fuels and the global rare earth supply chain," said Ross Bhappu, President and Chief Executive Officer of Energy Fuels. "Together with VAC, we will strengthen global rare earth and magnet supply chains, providing a reliable, secure and diversified source of critical materials from mines to highly valued permanent magnets. In addition, VAC's rapid solidification and crystalline businesses provide a soft-magnetics platform that is expected to result in greater scale, broader customer reach and enhanced ability to invest in innovation, manufacturing and growth. The combination of our two companies provides enhanced shareholder value and positions Energy Fuels as a leading, secure and trusted supplier for critical materials that are essential for national security and the safety and integrity of Western supply chains."
Dr. Erik Eschen, President and Chief Executive Officer of VAC, stated: "For over a century, VAC has been at the forefront of advanced magnetics and pioneering critical materials. This transaction reinforces VAC as the cornerstone of a resilient and reliable permanent magnet supply chain, which is essential for alternative energy development, industrial competitiveness and national security. Joining forces with Energy Fuels gives our team, our technology, and our customers something that no other Western platform can offer today: a fully integrated supply chain platform from mine to finished magnet. With Energy Fuels' proven upstream capabilities and VAC's downstream expertise, proprietary IP, and the state-of-the-art Sumter Facility, we will be uniquely positioned to serve rapidly growing demand across various sectors including automotive, aerospace, defense, hyperscale data centers, robotics, semiconductors and beyond."
Troy Thacker, Managing Partner of Ara Partners, added: "Rare earth magnets are essential to both decarbonization and national security, and VAC is a foundational supplier to that critical supply chain. The combination with Energy Fuels gives VAC a fully integrated platform and the resources to meet rapidly growing global demand. Ara is proud to have backed VAC's growth and intends to remain a committed shareholder, supporting this expanded team as the platform reaches its full potential."
Following completion of the transaction, VAC will become a wholly owned subsidiary of Energy Fuels and will retain its branding and historic identity. VAC's technology base, engineering expertise and manufacturing footprint will remain critical to the success of Energy Fuels, with VAC maintaining its headquarters in Hanau, Germany. The combined company will continue to serve VAC's over 1,000 customers, while investing in manufacturing, innovation, customer relationships and operational capabilities across North America, Europe and Asia.
Energy Fuels has received a conditional commitment for up to $725 million from the U.S. Office of Strategic Capital ("OSC"), a 20-year loan to accelerate the planned expansion of the White Mesa Mill in Utah and the construction of the American Metals Plant. Energy Fuels and its joint venture partner Astron Limited are progressing discussions with Export Finance Australia and other lenders targeting a A$220 million lending package to support development of Phase 1 of the Donald Rare Earth and Mineral Sand Project (the "Donald Project"). In addition, VAC holds an existing $41 million grant from the U.S. Department of War which provides for the buildout of a metal-making facility in the U.S. that is expected to directly benefit the combined company. The conditional loan commitment between OSC and Energy Fuels specifies customary additional steps that the company must take to proceed toward financial close on the loan, including fulfilling financial, legal, technical and other due diligence requirements.
Strategically and Financially Compelling Combination
Fully Integrated Western Mine-to-Magnet Rare Earth Platform: The transaction paves the way for Energy Fuels to become the first western company with geographically diversified commercial capabilities across every critical step of the rare earth value chain. The combined platform includes feedstock supply from the "shovel ready" Donald Project in Australia; processing and separation at Energy Fuels' White Mesa Mill; metals and alloy production at ASM's currently operating Korean Metals Plant and planned American Metals Plant (subject to satisfaction of Closing Conditions); and high-performance permanent magnet manufacturing and assembly at VAC's European facilities and the recently commissioned Sumter Facility. Accretive to Energy Fuels' Earnings and Cash Flow: VAC's legacy business generated $29 million of adjusted EBITDA1 in 2025 and has experienced more than 20% year-on-year growth in its order book for 2026. The Sumter Facility is expected to generate approximately between $65 million and $75 million of annual run-rate EBITDA1 once its production reaches its current capacity of 2,000 tpa. The Sumter Facility was constructed to be expanded to 4,000 tpa without disrupting current 2,000 tpa capacity, which would be expected to increase annual run-rate EBITDA1 at the Sumter Facility to approximately $130 million to $140 million. Cash flow from VAC is expected to help fund Energy Fuels' growth pipeline, including the Phase II expansion of the White Mesa Mill, the Donald Project, and the planned American Metals Plant. Strong Market Share Growth Potential: VAC is the only commercial European and U.S. permanent magnet producer with a full spectrum of relevant, customer qualified NdFeB and SmCo magnet grades, including energy-dense, high-coercivity magnets required for mission-critical defense and aerospace applications. Demand for NdFeB magnets in North America and Europe is expected to grow by over 50% over the next decade according to the International Energy Agency. The Sumter Facility has ability to increase capacity to 12,000 tpa to meet strong growing demand, which, if fully realized, is expected to increase annual run-rate EBITDA at the Sumter Facility to ~$400 million1. Pipeline of Potential New Customers Across Key Sectors: VAC's permanent magnet customer pipeline includes EV and non-EV automotive applications, data centers, power tools, robotics, aerospace and defense, semiconductors, and other industrial applications. VAC has secured a contract with the Defense Logistics Agency to supply NdFeB blocks for the national defense stockpile, with production starting in 2026. The Sumter Facility will be an integral part of Energy Fuels' mine-to-magnet platform, with the Sumter Facility's existing capacity of 2,000 tpa expected to be supported by REE oxides extracted from monazite mined at Energy Fuels' shovel-ready Donald Project in Australia, which is expected to receive a positive Final Investment Decision in early Q3 2026 and to be commissioned in 2028. In its first phase, the Donald Project is expected to produce monazite to be processed into separated REE oxides at Energy Fuels' existing processing circuits at the White Mesa Mill, where upgrades are expected to be completed by the end of 2027. Subject to the Closing Conditions, the separated oxides are expected to be converted into REE metals and alloys at the Korean Metals Plant, and these in turn are to be used to make permanent magnets at the Sumter Facility.
Energy Fuels' planned Phase II expansion of the White Mesa Mill is expected to increase its separation capacity to up to 6,000 tpa of neodymium-praseodymium ("NdPr") oxide and approximately 288 tpa of dysprosium ("Dy") and 80 tpa of terbium ("Tb") oxide by mid-2029.
1
Denotes a Non-GAAP measure. See "Non-GAAP Financial Measures" in this press release for more information regarding the use of non-GAAP financial measures
This expansion is expected to be fed by monazite from the Donald Project and Energy Fuels' Vara Mada and Bahia heavy mineral sands projects, which are currently in their permitting and development stages. Energy Fuels also intends to feed the White Mesa Mill through market purchases of monazite and mixed rare earth carbonate ("MREC") as required. Assuming satisfaction of the Closing Conditions, oxides produced from the Phase II separation capacity at the White Mesa Mill are expected to be converted into REE metals and alloys at the Korean Metals Plant and the American Metals Plant, with both facilities expected to be expanded. The expanded Phase II capacity at the White Mesa Mill is expected to provide REE alloys that could support a potential 12,000 tpa scale-up at the Sumter Facility, as well as VAC's European rare earth permanent magnet facilities, subject to demand for permanent magnets.
Transaction Details
Under the terms of the definitive agreement, Energy Fuels will acquire 100% of VAC from Ara Partners, a U.S.-based private equity firm specializing in industrial decarbonization investments, for total consideration of $718 million in cash and 65.853 million newly issued Energy Fuels common shares, which, at Energy Fuels' closing share price of $16.12 as of June 22, 2026, implies an equity value of $1.9 billion for VAC. If Energy Fuels' share price is below $20.93 per share at closing, Ara Partners will receive shares of a new series of preferred shares of Energy Fuels with an aggregate value of up to $135 million2. As of March 31, 2026, VAC has $140 million of adjusted net debt on its balance sheet that Energy Fuels will assume.
Accounting for the planned completion of the ASM acquisition, Ara Partners will own 19.9% of Energy Fuels3 following closing of the VAC transaction and will have the right to nominate one director to Energy Fuels' Board of Directors, as well as a one-time veto on an independent nominee to the Board. Ara Partners will be subject to customary lockup and standstill restrictions and have been granted customary registration rights.
Energy Fuels has obtained a $250 million term loan financing commitment from Goldman Sachs to support the refinancing of certain of VAC's existing debt, subject to customary conditions, including execution of definitive documents and satisfaction of closing conditions.
The transaction is expected to close in early 2027 subject to customary closing conditions, including the receipt of applicable regulatory approvals, including foreign investment, antitrust and other government approvals.
Board of Directors' Recommendation
The Board of Directors of Energy Fuels has unanimously approved the Transaction. Goldman Sachs & Co. LLC provided a fairness opinion to the Board of Directors of Energy Fuels as to the fairness to Energy Fuels of the consideration to be paid to Ara Partners.
Advisors
Goldman Sachs & Co. LLC is acting as exclusive financial advisor and Dentons Canada LLP, Dorsey & Whitney LLP and Herbert Smith Freehills Kramer are acting as legal counsel to Energy Fuels. Jefferies LLC is acting as exclusive financial advisor and Latham & Watkins LLP is acting as legal counsel for VAC.
2
At Energy Fuels' current share price the preferred equity issuance would be $103mm. This amount is included in the $1.9 billion equity value calculation
3
Calculated on a basic shares outstanding basis
Investor Conference Call Details
Energy Fuels will conduct a conference call today at 8:30 a.m. ET to discuss information included in this news release. Please access the conference call if you wish to ask a question and the webcast to view the slide presentation at:
The slide presentation will be made available on the Company's investor relations webpage at https://investors.energyfuels.com/investors following the call. The conference call will be available in its entirety through a webcast and replay at https://investors.energyfuels.com/investors.
About Energy Fuels
Energy Fuels is a leading U.S.-based critical materials company, focused on uranium, rare earth elements (REEs), heavy mineral sands, vanadium and medical isotopes. Energy Fuels, which owns and operates several conventional and in-situ recovery uranium projects in the western United States, has been the leading U.S. producer of natural uranium concentrate for the past several years, which is sold to nuclear utilities for the production of carbon-free nuclear energy. Energy Fuels also owns the White Mesa Mill in Utah, which is the only fully licensed and operating conventional uranium processing facility in the United States. At the Mill, Energy Fuels also produces advanced REE products, vanadium oxide (when market conditions warrant), and is evaluating the potential recovery of certain medical isotopes from existing uranium process streams needed for emerging Targeted Alpha Therapy cancer treatments. Energy Fuels is developing three (3) heavy mineral sands projects: the 100% owned Vara Mada Project in Madagascar; the 100% owned Bahia Project in Brazil; and the Donald Project in Australia in which Energy Fuels has the right to earn up to a 49% interest in a joint venture with Astron Limited. Energy Fuels, based near Denver, Colorado, trades its common shares on the NYSE American under the trading symbol "UUUU," and is also listed on the Toronto Stock Exchange under the trading symbol "EFR." For more information on all Energy Fuels does, please visit http://www.energyfuels.com/.
About VAC
VAC has been in operation for over 100 years and is a leading advanced magnetics company, with over 50 years of production expertise in high-grade sintered NdFeB and SmCo permanent magnets across multiple facilities in Europe and the United States. VAC's differentiated technology platform is underpinned by more than 400 patents and proprietary process know-how developed over decades. VAC is one of the few magnet producers that is Defense Federal Acquisition Regulation Supplement ("DFARs")-compliant, positioning it as a key supplier for the U.S. and allied defense sector. VAC operates magnet production facilities in Hanau, Germany (producing since 1973), Ulvila, Finland (since 1988), Horná Streda, Slovakia (since 2003), and Sumter, South Carolina (since 2025). VAC's state-of-the-art Sumter, South Carolina facility — the largest permanent magnet plant of scale in the United States — is constructed and able to produce 2,000 tpa of NdFeB magnet block and has a pathway to scale to 12,000 tpa. In addition to its leading REE permanent magnet capabilities, VAC is also a leading global manufacturer of advanced soft magnetic solutions and inductive components, including soft magnetic alloys and stamped parts, inductive components and cores, current sensors and other advanced technologies, which provide mission-critical solutions for a wide range of industries, including automotive, industrial automation, medical technology, renewable energy, e-mobility and aerospace. VAC currently employs approximately 4,000 people in several production facilities spanning the globe.
About Ara Partners
Founded in 2017, Ara Partners is a global private markets firm focused on decarbonizing the industrial economy. The firm invests in the middle market across three strategies: Private Equity, Infrastructure, and Energy. Ara scales commercially demonstrated decarbonization solutions, supports the businesses and infrastructure that enable their adoption, and reduces emissions at the source across the conventional energy value chain. Ara operates from Houston, Boston, Dublin and Washington D.C., and as of March 31,2026, had approximately $8.2 billion in assets under management. For more information about Ara Partners, please visit www.arapartners.com.
Non-GAAP Financial Measures
This press release includes references to adjusted EBITDA and some illustrative examples of forward-looking estimates of EBITDA, as described below, which are non-GAAP measures. Because these forward-looking estimates of EBITDA are illustrative examples, we are unable to present a quantitative reconciliation to the most directly comparable GAAP financial measure, because such information is not available, and management cannot reliably predict all of the necessary components of such GAAP financial measure without unreasonable effort or expense. EBITDA and adjusted EBITDA do not have standardized meanings prescribed by GAAP and may not be comparable to (and may be calculated differently by) other companies that present similar measures. The illustrative examples presented in this presentation are estimates and future projections and are based on various assumptions, which may prove to be incorrect. Various risks could cause our actual performance to be materially different from the illustrative examples, projections and estimates. These examples, projections and estimates are provided solely for illustrative purposes, and there can be no assurances that any such financial results or performance will ultimately be realized, in the manner illustrated herein or at all. These illustrative examples, projections and estimates should not be relied upon as being necessarily indicative of future results. We define EBITDA as net income (loss) before (i) depreciation and amortization; (ii) interest expense; (iii) foreign exchange result; and (iv) income tax expense. Adjusted EBITDA is defined as EBITDA before (i) non-recurring restructuring expense; (ii) one-time consulting expenses, (iii) freight cost normalization adjustment; (iv) one-time losses on purchases contracts; (v) non-recurring factoring interest; and (vi) other. A reconciliation of adjusted EBITDA to net income, its nearest comparable GAAP measures is included in this press release. EBITDA and adjusted EBITDA reflect additional ways of viewing aspects of VAC's operations that, when viewed with GAAP results, may provide a more complete understanding of factors and trends affecting VAC's business. EBITDA and adjusted EBITDA should not be considered superior to, as a substitute for, or as an alternative to, and should be considered in conjunction with GAAP financial measures. Energy Fuels strongly encourages investors to review the "Reconciliation of Net Income to Adjusted EBITDA" found at the end of this press release and VAC's consolidated financial statements, when available.
Cautionary Note Regarding Forward-Looking Statements
This news release contains certain "Forward Looking Information" and "Forward Looking Statements" within the meaning of applicable United States and Canadian securities legislation, which may include, but are not limited to, statements with respect to: any expectation that the proposed acquisition of VAC will complete as planned or at all; any expectation that any of the government funding being pursued, including the recently announced $725 million loan from the U.S. Office of Strategic Capital, will be funded as contemplated or at all; any expectation that the A$220 million financing currently being discussed with Export Finance Australia and other lenders to accelerate development of the Donald Project will be funded as contemplated or at all; any expectation that the $250 million term loan financing commitment from Goldman Sachs will be funded as contemplated or at all; any expectation that the Closing Conditions will be satisfied or that the proposed ASM acquisition will close; any expectation that Energy Fuels' Donald Project will be developed as planned or at all; any expectation that Energy Fuels will develop its planned expansion of REE separation capacity at its White Mesa Mill; any expectation that the combined company will develop its planned American Metals Plant; any expectation that any of Energy Fuels' other projects will advance to a positive final investment decision and be developed; any expectation that the combined company will create a stronger Western platform with greater scale, broader customer reach and enhanced ability to invest in innovation, manufacturing and future growth; any expectation that the combined company will be uniquely positioned to serve the rapidly growing demand across electric vehicles, aerospace and defense, robotics, and beyond; any expectation with respect to future EBITDA and cash flow of the combined company; any expectation with respect to potential customer pipeline revenue; any expectation that the acquisition of VAC will be immediately accretive to Energy Fuels' cash flow and margin profile; any expectation as to future production of Energy Fuels or the combined company; any expectation that Energy Fuels will secure sufficient feed materials to support its planned expanded separations capacity at the White Mesa Mill; any expectation as to expected operational synergies of the combined company; any expectation with respect to the combined company's pipeline of potential new customers or the ability to maintain existing customers; any expectation that the Sumter Facility will scale-up its capacity to 12,000 tpa magnets or at all; any expectation that the Korean Metals Plant and/or American Metals Plant will be scaled up in the future; any expectation that Energy Fuels will maintain its position as a leading U.S.-based critical materials company; and any expectation that Energy Fuels' evaluation of radioisotope recovery at the White Mesa Mill will be successful. Generally, these forward-looking statements can be identified by the use of forward-looking terminology such as "plans," "expects," "does not expect," "is expected," "is likely," "budgets," "scheduled," "estimates," "forecasts," "intends," "anticipates," "does not anticipate," or "believes," or variations of such words and phrases, or state that certain actions, events or results "may," "could," "would," "might" or "will be taken," "occur," "be achieved" or "have the potential to." All statements, other than statements of historical fact, herein are considered to be forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Energy Fuels or the combined company to be materially different from any future results, performance or achievements express or implied by the forward-looking statements. Factors that could cause actual results to differ materially from those anticipated in these forward-looking statements include risks associated with: commodity prices and price fluctuations; engineering, construction, processing and mining difficulties, upsets and delays; permitting and licensing requirements and delays; legal challenges; the availability of feed sources for the White Mesa Mill; competition from other producers; public opinion; government and political actions or inactions; the ability of Energy Fuels or the combined company to produce rare earth products to meet commercial specifications on a commercial scale at acceptable costs or at all; market factors, including future demand for rare earth element products generally or for western-produced REE products; and the other factors described under the caption "Risk Factors" in Energy Fuels' most recently filed Annual Report on Form 10-K, which is available for review on EDGAR at www.sec.gov/edgar, on SEDAR+ at www.sedarplus.ca, and on Energy Fuels' website at www.energyfuels.com. Forward-looking statements contained herein are made as of the date of this news release, and Energy Fuels disclaims, other than as required by law, any obligation to update any forward-looking statements whether as a result of new information, results, future events, circumstances, or if management's estimates or opinions should change, or otherwise. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, the reader is cautioned not to place undue reliance on forward-looking statements. Energy Fuels assumes no obligation to update the information in this communication, except as otherwise required by law.
On June 22, 2026, Terex Corp (TEX) shares rose 3.2% to a current price of $68.94. This recent uptick comes amidst a notable price performance, with the stock ra
ASHBURN, VA / ACCESS Newswire / June 24, 2026 / The Glimpse Group, Inc. (NASDAQ:GGRP) ("The Glimpse Group" or the "Company"), parent company of Brightline Interactive ("Brightline"), today announced that Tyler Gates, Chief Executive Officer, is representing the Company at the Maxim Group Research Analysts Virtual Conference on June 25, 2026. Mr. Gates is participating in the virtual panel, "Defense Tech and Domestic Supply Chains," joining fellow industry leaders to discuss the evolving defense technology landscape, the shift toward AI-defined operations, and the infrastructure required to support secure, scalable autonomous systems.
Adobe GenStudio for Commerce Media Networks addresses key creative, data, and activation needs
SAN FRANCISCO--(BUSINESS WIRE)--LiveRamp (NYSE: RAMP), the leader in data collaboration, today announced a new integration with Adobe GenStudio for Commerce Media Networks (CMNs), making commerce purchase data available through LiveRamp’s platform for use in Adobe’s agentic content supply chain — enabling brands to build and launch more targeted campaigns within commerce media networks.
CMNs have emerged as one of the fastest-growing advertising channels, giving brands direct access to high-intent shoppers at the moment of purchase. Yet most networks face a compounding challenge: scaling creative production for existing advertisers while activating the far larger base of brands selling through their platform who have never run a single ad. Adobe GenStudio for Commerce Media Networks addresses this gap — for campaigns built on this platform, the LiveRamp integration enhances their targeting and effectiveness.
“Commerce Media Networks own incredible purchase intelligence but turning that into personalized ads at scale has always been the hard part. Now CMNs can leverage AI to match the right ad to the right moment — at scale, on brand, and without operational overhead — to further increase marketing performance,” said Nichole Giamona, Head of Product, Adobe GenStudio. “As CMNs rapidly become a cornerstone of marketers’ strategies, this solution helps networks to scale cutting-edge service and capabilities to their customers, giving them unprecedented control over content, targeting, and personalization.”
LiveRamp’s commerce media networks data works alongside Adobe Real-Time CDP Collaboration within GenStudio for Commerce Media Networks, enabling commerce media networks to build targeted customer cohorts from real purchase behavior and scale relevant content to engage with those cohorts across the entire media ecosystem. Rather than relying on modeled audiences, brands can customize AI-generated creative for specific customer segments, defined by what people have actually bought.
“To win in a crowded market, commerce media networks must continue evolving their capabilities to include the scale of AI, as well as the powerful creative personalization it powers,” said Travis Clinger, Chief Connectivity & Ecosystem Officer and GM, International at LiveRamp. “With this new capability to extend the applicability of data, as well as amplify the importance of consumer touchpoints with Adobe’s creative and customer leadership and LiveRamp’s insights and network, brands will have more power than ever before to create impactful marketing.”
For more information on Adobe GenStudio for Commerce Media Networks, visit here.
About LiveRamp
LiveRamp is shaping the future of responsible data collaboration between the world’s leading brands, retailers, financial services providers, and healthcare innovators. As consumers embrace new AI-driven experiences, the LiveRamp data collaboration network exponentially expands the breadth and accuracy of the data on which marketing AI capabilities operate, powering deeper customer insight and measurable performance on a global scale.
LiveRamp is headquartered in San Francisco, California, with offices worldwide. Learn more at LiveRamp.com.
LiveRamp (NYSE: RAMP), the leader in data collaboration, today announced a new integration with Adobe GenStudio for Commerce Media Networks (CMNs), making comme
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Let's take a look at what these Wall Street heavyweights have to say about Itron (ITRI - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Itron currently has an average brokerage recommendation (ABR) of 1.85, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 13 brokerage firms. An ABR of 1.85 approximates between Strong Buy and Buy.
Of the 13 recommendations that derive the current ABR, eight are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 61.5% and 7.7% of all recommendations.
Brokerage Recommendation Trends for ITRI
Check price target & stock forecast for Itron here>>>
While the ABR calls for buying Itron, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Should You Invest in ITRI?In terms of earnings estimate revisions for Itron, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $6.01.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
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 #3 (Hold) for Itron. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Itron.
Super Micro Computer SMCI shares are ripping higher this morning after the AI server specialist unveiled its Data Center Building Block Solutions (DCBBS) Blueprint optimized for next-gen architecture.
As investors reacted to the update at the ISC 2026 conference in Hamburg, Supermicro soared past its 50 and 100-day moving averages (MAs), signaling bullish momentum could be sustained in the near term.
SMCI stock has been a volatile investment in recent weeks – currently down some 30% versus its year-to-date high in early June.
Supermicro’s new architecture is built directly on the Nvidia Vera Rubin NVL4 platform.
Speaking at the said conference in Germany, management confirmed that the liquid-cooled rack solution scales up to an immense 1,152 NVDA Rubin GPUs and 576 NVDA Vera CPUs.
Deployments are locked in for the back half of this year to align with Nvidia’s general availability, giving investors a concrete, cutting-edge roadmap.
“Scientific discovery has always been driven by tools available to researchers, and AI has become an essential part of the research process. The institutions that accelerate infrastructure deployment will lead the next generation of breakthroughs,” CEO Charles Liang noted.
Note that despite the recent pullback, SMCI shares remain up some 70% versus their year-to-date low.
Supermicro stock is extending gains on Jun. 22 also because GF Securities upgraded the artificial intelligence company to “Buy” with a $48 price target, indicating potential upside of another 40% from current levels.
According to analyst Evan Lee, the recently announced $7 billion capital raise that triggered a big sell-off in SMCI has created an incredibly attractive entry point.
The Nasdaq-listed firm is currently going for a forward price-to-earnings (P/E) multiple of about 14x only.
In his research note, Lee explicitly highlighted SMCI’s major role as an OEM supplier of NVL72 systems for SpaceX’s massive “Colossus 2” data centers.
GF Securities expects SpaceX to aggressively scale deployment orders starting in Q4, prompting them to upwardly revise the company's NVL72 rack shipment forecasts to 7.2k for this year and 12k for FY27 (implied sales of $24 billion and $51 billion, respectively).
Supermicro shares had been under brutal pressure throughout June after announcing its massive capital raise to fund its $39 billion AI server order backlog.
With the financing package now officially closed and completed, the looming fear of further near-term dilution is off the table.
Investors are shifting focus back to execution and structural demand rather than capital shortfalls.
That said, Wall Street analysts don’t really share GF Securities’ optimism on SMCI.
The consensus rating on Super Micro Computer currently sits at “Hold” only, with the mean price target of just under $36 indicating a lack of meaningful upside from current levels.
HomeIndustriesComputers/ElectronicsTech StocksTech StocksSuper Micro shares lead the S&P 500’s gainers on MondayLast Updated: June 22, 2026 at 4:58 p.m. ET
First Published: June 22, 2026 at 12:24 p.m. ET
Shares of Super Micro Computer surged Monday as investors cheered new details about the company’s relationship with artificial-intelligence giant Nvidia.
The server manufacturer’s stock jumped 15.7% as Super Micro SMCI showcased its new Data Center Building Block Solutions blueprint for high-performance computing to kick off the ISC High Performance Conference in Hamburg, Germany. The infrastructure is optimized for Nvidia’s NVDA Vera Rubin NVL4 platform.
Super Micro Computer stock is soaring today thanks to positive coverage from an analyst. GF Securities raised its rating on Supermicro from hold to buy and set a one-year price target of $48 per share on the stock.
Super Micro Computer (SMCI 1.02%), an AI-optimized server and storage systems provider, surged 15.66% to $35.46. Investors are watching AI server backlog growth and margin improvement with the introduction of new Nvidia (NVDA +0.52%) equipment-based systems.
Trading volume reached 121.5 million shares, coming in about 142% above its three-month average of 50.1 million shares. Super Micro Computer IPO'd in 2007 and has grown 3,948% since going public.
How the markets moved todayThe S&P 500 (^GSPC +0.69%) fell 0.37% to 7,472, while the Nasdaq Composite (^IXIC +0.77%) fell 1.32% to 26,167. Among computer hardware makers in AI/data center servers, Dell Technologies (DELL +1.50%) rose 2.25% to $418.71 and Hewlett Packard Enterprise (HPE +1.17%) rose 2.09% to $48.40, reinforcing the broader AI server trade.
What this means for investorsSuper Micro Computer (Supermicro) unveiled its new data center rack solution for high-performance computing (HPC) using Nvidia’s Vera Rubin NVL4 platform.
That came on a day that included other data center growth initiatives, which gave investors optimism for continued strong growth in the segment and Supermicro’s backlog.
Space Exploration Technologies (SpaceX) (SPCX +2.10%) will be leasing compute capacity to AI start-up ReflectionAI in a deal that could be worth up to $6.3 billion over the next several years. Microsoft (MSFT +0.04%) also finalized a 20-year deal to supply power to a new, planned Texas data center using natural gas supplied by Chevron (CVX 2.52%).
Demand for Supermicro server products is expected to remain high for the foreseeable future. While it has strong competition from Dell and HPE, there will be multiple beneficiaries of the AI spending.
Howard Smith has positions in Dell Technologies, Microsoft, and Nvidia and has the following options: short August 2026 $250 calls on Dell Technologies. The Motley Fool has positions in and recommends Chevron, Hewlett Packard Enterprise, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Backed both by analyst optimism and its own blueprints for a Vera Rubin-powered facility, the stock of Super Micro Computer (NASDAQ: SMCI) soared 15.66% to $35.46 in the Monday, June 22 session.
SMCI stock price one-day chart. Source: Google Indeed, on the day, Supermicro published a press release in which it introduced a new Data Center Building Block Solutions (DCBBS) Blueprint for High-Performance Computing (HCP).
The publication emphasized that the development is based on Nvidia’s (NASDAQ: NVDA) new Vera Rubin series – the highly anticipated artificial intelligence (AI)-powering hardware that comes as a successor to the allegedly immensely popular Blackwell.
Simultaneously, the blueprint contributed to showing Supermicro remains in ascendance following a series of external headwinds presented both by regulatory issues related to dubious accounting in 2024 and the arrest of a company co-founder earlier in 2026.
Analyst predicts SMCI stock price in 12 months Elsewhere, the company also received outside tailwinds on June 22 when GF Securities analyst Jeff Pu replaced his previous ‘Hold’ rating for SMCI stock with a far more bullish ‘Buy,’ while forecasting a 35.36% 12-month rally from $35.46 at the latest close to $48.
The expert noted that, despite triggering an immediate sell-off, Supermicro’s recent fundraise is set to aid the company in the long-run by helping support its large backlog and future growth. He also explained he anticipates pressure on the company to ease while AI server demand remains strong.
Lastly, Pu added that SMCI shares’ latest pullback – the equity is down 4.42% on the monthly chart, and the 15.66% one-day rally took it only 12.04% higher in the weekly timeframe – made the firm a far more attractive buy for investors.
Is SMCI stock a ‘Buy’ after soaring nearly 16% in a day Meanwhile, despite the immediate upsurge, limits to Supermicro shares’ short-term potential became evident already in the June 23 pre-market. Indeed, the stock retreated 5.44% since the last closing bell and is, at press time, changing hands at $33.53.
Though the correction occurred in a lower-volume environment and could have, arguably, been expected given the magnitude of the single-session rally, SMCI’s future remains somewhat uncertain.
Much of the optimism regarding the company and the wider technology sector hinges on the continuation of the AI boom – an increasingly dubious prospect between the numerous data center construction issues, the debate over the costs and profitability of the technology, the magnitude of the expenses, and the apparently atrocious financials of some of the biggest entities in the sector.
Under the circumstances, SMCI stock is, at best, a very cautious buy since the company is likely to significantly benefit from AI server demand, but the actual scale of said demand is far more dubious given the conditions at press time in late June 2026.
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Super Micro Computer (SMCI 1.02%), which also goes by just Supermicro, has been a polarizing stock to own over the years. It has been generating strong sales growth due to robust demand for its servers, which tech companies have been loading up on as they invest heavily in artificial intelligence. But with concerns about margins and question marks about its governance and leadership, it hasn't exactly been a hot stock to own; it's down 18% over the past 12 months.
Trading around $34 on Tuesday, the stock is down significantly from its 52-week high of $62.36, set last year, and its valuation looks low relative to earnings. Is it a steal at its current price, or are you better off avoiding the troubled tech stock?
Image source: Getty Images.
Supermicro's growth is impressive, but its margins are not In its most recent quarter, which covered the first three months of the year, Supermicro's net sales totaled $10.2 billion, which was more than double the $4.6 billion it reported a year ago. That kind of growth would normally send a stock soaring, but that hasn't been the case with Supermicro.
The problem with Supermicro is that although it's generating strong top-line growth, with poor margins, there isn't much room for error.
SMCI Gross Profit Margin (Quarterly) data by YCharts
In its most recent fiscal year (which ended June 30, 2025), the company's revenue rose by 47% to nearly $22 billion, but its net income actually declined by 9%, to just over $1 billion. The company effectively needs to grow at a fast pace and keep its overhead and operating expenses under control in order to generate significant growth on the bottom line.
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The stock may look cheap, but it's not worth buying Supermicro stock trades at 11 times its estimated future earnings (based on analyst estimates). It's a cheap-looking valuation, but investors have long valued the stock at a discount due to its risk. Its auditor quit the company back in 2024, raising concerns about its controls and procedures. Earlier this year, multiple people connected to Supermicro, including its co-founder Yih-Shyan Liaw, were charged with violating U.S. export laws and sending Nvidia chips to China.
There are simply many reasons to avoid the stock. Between question marks about its governance, low margins, and dependence on continually high investments in the tech sector, the stock is full of risk, which is why it trades at a discount; it's not the bargain it appears to be. There are far better options out there for tech investors.
Super Micro Computer (SMCI - Free Report) closed at $33.32 in the latest trading session, marking a -6.03% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 1.44%. Meanwhile, the Dow experienced a drop of 0.09%, and the technology-dominated Nasdaq saw a decrease of 2.22%.
Prior to today's trading, shares of the server technology company had lost 0.34% lagged the Computer and Technology sector's gain of 0.98% and the S&P 500's gain of 0.08%.
Market participants will be closely following the financial results of Super Micro Computer in its upcoming release. In that report, analysts expect Super Micro Computer to post earnings of $0.7 per share. This would mark year-over-year growth of 70.73%. Alongside, our most recent consensus estimate is anticipating revenue of $11.71 billion, indicating a 103.47% upward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.56 per share and revenue of $39.67 billion, which would represent changes of +24.27% and +80.55%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Super Micro Computer. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.14% downward. Super Micro Computer currently has a Zacks Rank of #3 (Hold).
In terms of valuation, Super Micro Computer is currently trading at a Forward P/E ratio of 13.85. This signifies a discount in comparison to the average Forward P/E of 26.23 for its industry.
It is also worth noting that SMCI currently has a PEG ratio of 0.49. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Computer- Storage Devices industry stood at 1.47 at the close of the market yesterday.
The Computer- Storage Devices industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 6, positioning it in the top 3% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Super Micro Computer (SMCI 1.02%) has been through some ups and downs over the course of the artificial intelligence era. It was the hottest AI stock on the market at the start of 2024, rising over 300%. Then fraud allegations surfaced, cratering the share price. But after a saga involving its auditor resigning and a new auditor coming in, Supermicro's leadership was cleared of any wrongdoing. However, the damage had been done, and today, despite some sharp oscillations along the way, the stock is only a bit above the price it traded at in January 2024.
However, over that same time frame, Supermicro has posted fairly strong growth. So could now be the right time to get back into the stock?
Image source: Getty Images.
Supermicro just made another eye-popping move Supermicro is involved in the AI build-out via its server technology. It provides racking equipment and high-performance computing servers, including liquid-cooled options, to its clients. Its products are highly customizable, making it a popular choice for those looking to optimize racking designs to their specifications rather than buying off-the-shelf products.
As mentioned above, Supermicro's stock price is relatively close to where it was in early 2024, but its revenue has risen by over 250% since then. Meanwhile, profits have only risen by about 70%.
SMCI Revenue (TTM) data by YCharts
That's because Supermicro is facing serious margin pressure, as several companies operate in the same industry. Because there are few major differentiating factors between their products, they've become fairly commoditized, making it harder for Supermicro to maintain pricing power.
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Meanwhile, Supermicro this month announced it was selling $7 billion worth of new equity to raise funds. This will significantly dilute existing shareholders and further pressure Supermicro's earnings per share because it's massively increasing the number of shares in circulation. Supermicro stock sold off heavily on this news, and now trades for less than 12 times fiscal 2026 earnings. The company's current market cap is only around $21 billion.
SMCI PE Ratio (Forward) data by YCharts.
Supermicro's fiscal 2026 ends this month, so it's probably better to use fiscal 2027's earnings estimates to value the stock on a forward-looking basis. From that standpoint, it trades for less than 10 times forward earnings. That's pretty cheap, but is it too cheap to ignore?
I'd say no. Supermicro's future is a bit murky because there's no telling how much more margin pressure it will face. I'd rather invest in a company that can control its own destiny, which is why I feel it makes a lot more sense to invest in AI companies like Nvidia rather than Super Micro Computer.
Super Micro's Q3 FY26 gross margin recovered to 10.1% from 6.4%, signaling a major profitability inflection point. DCBBS deployments, software, and services are expected to generate more than 25% of total net profits. Shares trade at just 11.8x forward earnings and 0.7x EV/sales despite projected revenue growth exceeding 50%.
This move is considered a significant milestone in the development of the infrastructure layer enabling AI investments in Türkiye.
, /PRNewswire/ -- Odine, a global technology partner combining consultancy, system integration, and AI-powered product innovation, announced a strategic partnership agreement with Silicon Valley-based global technology leader Supermicro.
Within the scope of this collaboration, Odine will be positioned as Supermicro's partner in Türkiye. Supermicro offers NVIDIA-validated, high-performance GPU-based systems and AI factory solutions that stand out globally through AI factories, industrial AI clouds and national AI infrastructure projects implemented worldwide.
Odine and Supermicro Announce Strategic Partnership to Advance AI Infrastructure in Türkiye In this context, Odine will take an active role in the deployment and operation of the high-performance GPU infrastructures, data processing capacity and cloud-based architectures required by AI factories. At the same time, this collaboration also aligns with Odine's product development approach in multi-cloud management, data sovereignty-focused cloud architectures, AI data center management and next-generation infrastructure orchestration. Odine's approach aims to support the more efficient, scalable and centralized management of different data center and cloud environments.
Today, AI investments are no longer limited to model development alone. The infrastructure layer capable of powering, scaling, and sustainably operating these models through regulation-compliant sovereign AI factory architectures is becoming one of the defining factors of competitive advantage. Solutions developed within this framework are expected to directly address increasing data volumes, low-latency requirements, and increasingly complex infrastructure demands, while enabling more autonomous and operationally efficient systems.
As 5G and Edge technologies continue to expand, the growing need for real-time data processing and high-performance computing is positioned as one of the core focus areas of the partnership. Through the AI factory approach, organizations will be able to manage the entire lifecycle, from data generation to model development and live environment deployment, within an integrated infrastructure framework.
The combination of Odine's system integration and operational expertise with Supermicro's high-performance infrastructure technologies is expected to enable next-generation use cases not only across telecommunications, but also within finance, retail, defense industries, and the public sector.
Through this strategic collaboration, Odine continues to strengthen its growth strategy built on global technology partnerships while contributing to the advancement and adoption of AI infrastructure in Türkiye.
Media Contact:
Harika Nihan Gündem,
Marketing Director,
[email protected]
About Odine:
Odine (BIST: ODINE) is a global technology partner combining consultancy, system integration, and AI-powered product innovation. With over 25 years of experience, Odine enables organizations to modernize and transform their digital infrastructures with precision, resilience, and scalability. Our expertise spans from designing and integrating next-generation networks to developing intelligent, cloud-native solutions, agentic AI capabilities, and sovereign cloud architectures that empower both telecom operators and enterprises to operate with greater control, agility, and efficiency. By combining vendor-neutral advisory, deep integration capabilities, and cutting-edge AI innovation, Odine supports its customers in building future-ready infrastructures that drive efficiency, agility, and long-term growth.
www.odine.com
About Supermicro:
Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first-to-market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are a Total IT Solutions provider with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enables our development and production, enabling next-generation innovation from cloud to edge for our global customers. Our products are designed and manufactured in-house (in the US, Taiwan, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling).
Supermicro, Server Building Block Solutions, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc.
All other brands, names, and trademarks are the property of their respective owners.
Supermicro (SMCI 1.32%) is caught between explosive AI demand and serious trust concerns. Bulls see a major AI infrastructure winner, while the bears see auditor issues, export-control risk, and governance problems. The stock's next move depends on whether the company can rebuild credibility before the market locks in a permanent discount.
Stock prices used were the market prices of June 16, 2026. The video was published on June 23, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Cost-effective virtualization solutions for edge, remote, office/branch office (ROBO) and small datacenter environments worldwide now available
, /PRNewswire/ -- StorMagic®, simplifying on-site virtualization, and Supermicro (NASDAQ: SMCI), a total IT solution provider for AI, cloud, storage and edge computing, today announced the companies will collaborate on virtualized infrastructure solutions for edge, ROBO and small datacenter environments.
With this arrangement, Supermicro's compact edge systems are now available together as a bundle with StorMagic SvHCI, a lightweight virtualization software, as part of its validated infrastructure solution portfolio. The combined solution gives businesses in retail, manufacturing, healthcare and other industries a simplified path to deploying and supporting resilient, cost-effective virtualized IT infrastructure across distributed environments.
Working together, the collaboration comes as organizations seek practical alternatives to complex, costly virtualization platforms, especially for distributed sites where IT staff, space and power are limited. By combining compact, energy-efficient Supermicro servers with StorMagic's lightweight virtualization software, the solution helps organizations deploy resilient infrastructure without the operational burden of traditional datacenter architectures.
The combined solution delivers several key benefits, including:
Simplified deployment and management for distributed IT environments High availability for mission-critical applications and workloads Reduced infrastructure footprint, power consumption and operational overhead Flexible deployment options for edge, ROBO and small datacenter use cases Streamlined procurement and support through a global OEM model Practical fit for space and resource-constrained environments, including retail, manufacturing, healthcare, education, hospitality, remote industrial operations and others "As organizations rethink infrastructure investments at the edge, the economics of high availability are under greater scrutiny than ever," said Scott Mann, SVP Global Sales, StorMagic. "Customers are increasingly focused on the hardware cost savings that come from deploying a resilient two-node architecture instead of a traditional three-node configuration — especially at a time when we're seeing hardware prices increase by as much as 300% in some scenarios. The ability to reduce infrastructure footprint, power and procurement costs without compromising availability is becoming a major differentiator for edge and ROBO environments. Supermicro with StorMagic will help customers achieve it."
Supermicro compact edge servers with StorMagic SvHCI are available immediately through StorMagic and Supermicro's global channel partners and distributors.
Additional Resources
Landing page Solution brief About StorMagic
StorMagic builds right-sized virtualization solutions for real-world IT environments. Its software is designed to be simple to deploy, easy to manage and highly available, helping organizations keep critical applications and data running at and near the edge. Founded in 2006, StorMagic works closely with IT teams to deliver practical, reliable virtualization for organizations operating from a single site to thousands of locations. Visit www.stormagic.com
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StorMagic, SvSAN, SvKMS and SvHCI are trademarks of StorMagic.
Investors looking for high-growth AI infrastructure opportunities have likely watched the recent volatility in Super Micro Computer, Inc. NASDAQ: SMCI with a mix of intrigue and anxiety. The central question is whether Supermicro's recent decline represents a warning sign or a buying opportunity.
Super Micro Computer Today
SMCI
Super Micro Computer
$32.98 -0.34 (-1.01%)
As of 11:56 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$19.48▼
$62.36P/E Ratio17.45
Price Target$38.57
By understanding how physical data center bottlenecks are shifting, investors can see where real value accumulates in the hardware stack. The physical limits of silicon compute are no longer defined solely by transistor density; thermal dissipation has become a primary operational bottleneck.
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As hyperscalers deploy next-gen architectures, the companies that can deliver pre-built, liquid-cooled infrastructure at scale are changing roles. They're no longer just assembling hardware; they're becoming essential system architects.
And that change is exactly why Supermicro's recent financing pressures have opened up an unusual gap between the stock's price and its underlying business.
How Supermicro Defeated the Post-Offering FreezeOn June 11, 2026, Super Micro Computer, Inc. priced a massive $7 billion concurrent offering of common stock and mandatory convertible preferred stock. Short-term traders reacted with panic, triggering a 15% dilution-driven selloff that shaved 28% off the market price.
Super Micro Computer, Inc. (SMCI) Price Chart for Wednesday, June, 24, 2026
However, this immediate knee-jerk reaction missed the operational reality driving the capital raise. Securities and Exchange Commission (SEC) filings reveal that Supermicro is utilizing these net proceeds to procure critical components for a colossal $39 billion in active AI server orders. This backlog represents high-conviction commitments from over 20 major hyperscale customers.
The capital expansion doesn't signal financial distress; instead, it secures the supply chain runway needed to fulfill unprecedented physical demand. Recognizing this mismatch, analysts at GF Securities upgraded Supermicro from a Hold to a Buy rating on June 22, 2026, setting a target price of $48. This upgrade suggests the market has fully absorbed the dilution, clearing the path for Supermicro to convert its massive inventory backlog into record-breaking revenue in the second half of the year.
Freezing Out Rivals With Turnkey Thermal BlueprintsAt the ISC High Performance conference in Hamburg on June 22, Supermicro introduced its new Data Center Building Block Solutions (DCBBS) blueprint. The platform integrates up to 1,152 NVIDIA NASDAQ: NVDA Rubin GPUs and 576 Vera CPUs based on the new NVIDIA Vera Rubin NVL4 architecture.
The engineering breakthrough lies in the thermal management system. The blueprint deploys DLC-2 Direct Liquid Cooling technology, supporting 362 kW per rack. Utilizing direct-to-chip copper cold plates, vertical manifolds, and specialized SMC PG25-A coolant, the system prevents the thermal throttling that degrades performance in high-density server farms.
Competitor Dell Technologies Inc. NYSE: DELL is targeting this space with the PowerEdge XE8812, which scales to 144 GPUs per rack. However, Supermicro maintains a speed-to-market advantage. Global assembly facilities perform full system-level and cluster-level testing prior to shipment. This integration reduces the time-to-online for supercomputing centers, transforming Supermicro's business relationship with hyperscalers from simple hardware acquisition into long-term infrastructure architecture.
Chill Valuation: Why Supermicro's Earnings Growth Is Too Hot to IgnoreSupermicro's valuation has compressed to an attractive level. The company trades at a trailing price-to-earnings (P/E) ratio of 18x and a forward P/E of 16x. This stands in stark contrast to its fundamental growth trajectory, as Supermicro reported a year-over-year (YOY) revenue increase of 122.7% in its latest quarterly earnings report.
This severe valuation gap has caught the attention of institutional option traders. On June 22, option volume spiked to 583,277 contracts, with call options accounting for 81.1% of the total. Buyers focused heavily on the $40 strike call options expiring on June 26, 2026, signaling expectations for a rapid upward move.
Simultaneously, short sellers are beginning to capitulate.
Short interest has declined from 81.2 million shares to 74.5 million shares, though it still represents 14.39% of the free float. Any positive earnings surprise could easily trigger a violent short squeeze. It's a setup that mirrors the dynamic at NVIDIA, which trades at an attractive forward P/E of roughly 23x despite growing its revenue by 85% YOY. The temporary weakness in both equities presents a highly favorable risk-reward profile for growth-oriented investors.
Balancing Liquid Growth Against Competitive FrictionWhile the growth story is compelling, prudent investors must weigh several structural risk factors before allocating capital. The competitive landscape intensifies as Dell and Hewlett-Packard Enterprise Company NYSE: HPE aggressively expand their direct liquid-cooled offerings. Dell recently generated $16 billion in AI server revenue in a single quarter, proving it possesses the scale and balance sheet to compete on price.
Supermicro also faces persistent margin compression. Its gross margin is 8.39%, reflecting the high cost of sourcing advanced graphics processing units (GPUs). A massive operational cash burn of $6.6 billion underscores the capital-intensive nature of this expansion cycle. Meanwhile, NVIDIA deals with short-term headwinds, including a copyright lawsuit filed on June 22, 2026, by music platform Jamendo, and minor price compression in cloud GPU rental rates. Navigating these risks requires focusing on companies with rapid inventory turnover and superior manufacturing execution.
Cold Calculations: Capitalizing on the Coolest Turnkey Play in AIThe transition toward liquid-cooled AI infrastructure is an ongoing trend, not a short-term hype cycle. By securing $7 billion in capital to fulfill a $39 billion order book, Supermicro is aggressively positioning itself to capture dominant market share. Investors with a higher risk tolerance might consider adding Supermicro to their watchlists as short-term dilution pressures continue to fade. Those seeking a more conservative entry point may prefer to build a gradual dollar-cost averaging position to mitigate short-term macro volatility while participating in the long-term expansion of the accelerated compute economy.
Should You Invest $1,000 in Super Micro Computer Right Now?Before you consider Super Micro Computer, you'll want to hear this.
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Key Takeaways SMCI used about $6.6B in operating cash flow in Q3 fiscal 2026 versus $24M in the prior quarter.SMCI's cash conversion cycle jumped to 106 days as inventory levels and working capital needs SMCI held nearly $11.1B in inventory and recorded $239.3M in write-downs during fiscal 2026. Super Micro Computer’s (SMCI - Free Report) cash flow and working capital profile weakened significantly in the third quarter of fiscal 2026. The company reported cash flow used in operations of approximately $6.6 billion during the quarter compared with only $24 million used in the previous quarter. The deterioration was due to a large reduction in accounts payable and continued inventory buildup.
SMCI’s cash conversion cycle increased sharply to 106 days in the third quarter of fiscal 2026 from 54 days in the prior quarter, while days inventory outstanding rose to 106 days from 63 days. These trends indicate rising working capital intensity and execution risk as SMCI scales its AI infrastructure business. If customer deployment timelines continue to shift or collections slow further, the company may face additional liquidity pressure.
Super Micro Computer continues to face inventory-related risks tied to the rapidly evolving AI hardware market. The company recorded inventory valuation adjustment write-downs of approximately $239.3 million during the first nine months of fiscal 2026, largely related to older-generation GPUs and components.
While management stated that newer AI platforms such as NVIDIA GB300 NVL72 and AMD MI350/355 are ramping aggressively, elevated inventory levels remain a concern. The company had nearly $11.1 billion in inventory at the end of the third quarter of fiscal 2026, up from $10.6 billion in the previous quarter.
Such a sizable inventory position could lead to additional write-downs or working capital pressure if customer demand or technology cycles shift unexpectedly. Furthermore, SMCI also faces stiff competition from larger players.
How Competitors Fare Against SMCIThe AI data center market is likely to grow at an unprecedented pace throughout 2026 and 2027. Big players like Hewlett Packard Enterprise (HPE - Free Report) and Dell Technologies (DELL - Free Report) are competing with SMCI in this space.
Dell Technologies is a major supplier of servers and storage systems, with a broad customer base across enterprises and cloud providers. Its scale, established distribution and service offerings give it an edge in winning large contracts. However, Dell Technologies has not grown as quickly as SMCI in AI-specific systems; its ability to bundle hardware with services makes it a strong rival.
Hewlett Packard Enterprise is also expanding aggressively into AI and high-performance computing. Its GreenLake platform provides customers with flexible, cloud-like consumption models, which can be attractive to enterprises. Hewlett Packard Enterprise’s focus on hybrid cloud and AI workloads positions it as a direct competitor in areas where SMCI is seeking growth through its DCBBS strategy.
Hewlett Packard Enterprise offers a range of servers, including HPE ProLiant, HPE Synergy, HPE BladeSystem and HPE Moonshot servers. Dell Technologies has built the Dell AI Factory in collaboration with NVIDIA. Dell also collaborated with Red Hat Enterprise Linux AI for Dell PowerEdge servers.
SMCI’s Price Performance, Valuation and EstimatesShares of Super Micro Computer have gained 13.8% year to date compared with the Zacks Computer – Storage Devices industry’s growth of 323.2%.
SMCI YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.39X compared with the industry’s P/S multiple of 4.77X.
The Zacks Consensus Estimate for Super Micro Computer’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 24.27% and 22.9%, respectively. Estimates for fiscal 2026 and 2027 earnings have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Super Micro Computer currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
