GXO bude ve Francii provozovat třetí distribuční centrum pro Action. Závod v Onnaingu má obsluhovat až 290 prodejen ve Francii a Belgii a do roku 2028 vytvořit až 1 000 pracovních míst.
Third GXO distribution center for Action in France will support up to 1,000 jobs and serve as many as 290 stores across France and Belgium
PARIS, France, Oct. 15, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world’s largest pure-play contract logistics provider, today announced the expansion of its partnership with Action, the European non-food discounter, through the operation of Action’s new distribution center in Onnaing, northern France. The facility is the third distribution center managed by GXO for Action in France.
“The opening of this new distribution center demonstrates how GXO and Action continue to grow together,” said Vincent Ricci, Managing Director, GXO, France. “As Action expands its store network across Europe, reliable, scalable logistics is key. With three sites now in France and an expanding partnership in Italy, we're helping build the operational capacity and flexibility needed to support the next phase of Action's growth.”
"The new distribution centre in Onnaing will play a key role in supplying our stores in Northern France and Belgium and supporting Action's future growth. Its strategic location, large capacity and efficient design allow us to serve up to 290 stores while maintaining a reliable and cost-effective supply chain. We are also proud that this facility has been built to the highest sustainability standards, demonstrating that operational excellence and responsible growth go hand in hand," said Jens Burgers, Director of Supply Chain of Action.
Supporting Action’s growing store network
The new facility covers approximately 80,000 square meters and will support Action stores in France and Belgium. GXO will manage all warehouse activities, including inbound, storage, order picking, outbound and returns. Once fully operational, the site will serve up to 290 stores, in France and Belgium, providing the scale, flexibility and operational excellence needed to support Action’s continued growth.
The Onnaing operation builds on GXO’s successful management of Action’s distribution centers in Moissy-Cramayel and Labastide-Saint-Pierre, reinforcing GXO’s role as a key logistics partner supporting the retailer’s growth across Europe.
Creating jobs and developing local talent
The site currently employs approximately 540 team members and is expected to support up to 1,000 jobs by 2028. GXO has implemented a structured recruitment and training approach in partnership with local organizations, helping develop the skills required to support the site's growth. Approximately 80% of candidates completing the training program are hired, creating long-term employment opportunities in the region.
Designed for efficient and sustainable operations
The site reflects the shared commitment of GXO and Action to responsible growth, operational excellence and employee well-being. The facility aims for a BREEAM Outstanding certification, the highest rating under this internationally recognized standard, reflecting its strong environmental performance and commitment to energy-efficient operations.
Particular attention has also been paid to the employee experience, with modern facilities and equipment designed to enhance comfort, safety and well-being while supporting a positive and productive workplace.
GXO in France
GXO has been helping customers in France optimize their logistics for several decades and operates over 60 warehouses throughout the country. Currently ranked the #3 logistics service provider in France by Supply Chain Magazine, GXO manages logistics for customers in a variety of sectors, including ecommerce, retail, FMCG and technology. In France, GXO employs nearly 9,000 team members.
About GXO
GXO Logistics, Inc. (NYSE: GXO) is the world’s largest pure-play contract logistics provider and is positioned to capitalize on the rapid growth of ecommerce, automation and outsourcing. GXO has more than 150,000 team members across more than 1,000 facilities totaling more than 200 million square feet. The company serves the world’s leading blue-chip companies to solve complex logistics challenges with technologically advanced supply chain and ecommerce solutions, at scale and with speed. GXO corporate headquarters is in Greenwich, Connecticut. Visit GXO.com for more information and connect with GXO on LinkedIn, X, Facebook, Instagram and YouTube.
Forvis Mazars Wealth Advisors LLC bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,571 shares of the company’s stock, valued at approximately $521,000.
Other large investors have also modified their holdings of the company. Contravisory Investment Management Inc. purchased a new stake in Dollar Tree during the third quarter worth about $1,637,000. Sage Capital Advisors llc acquired a new position in Dollar Tree during the third quarter worth about $3,466,000. NorthCrest Asset Manangement LLC grew its position in Dollar Tree by 192.2% during the third quarter. NorthCrest Asset Manangement LLC now owns 17,345 shares of the company’s stock worth $1,846,000 after buying an additional 11,410 shares during the period. Armstrong Advisory Group Inc. acquired a new position in Dollar Tree during the third quarter worth about $74,000. Finally, Wealth Science Advisors LLC purchased a new position in Dollar Tree in the third quarter valued at about $388,000. 97.40% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets DLTR has been the subject of a number of research reports. Barclays lifted their price target on shares of Dollar Tree from $140.00 to $160.00 and gave the company an “overweight” rating in a research report on Friday, September 4th. Loop Capital raised Dollar Tree from a “hold” rating to a “buy” rating and boosted their price target for the stock from $130.00 to $140.00 in a research note on Thursday, October 1st. Truist Financial upped their price target on Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Evercore set a $135.00 price target on Dollar Tree in a report on Tuesday, September 29th. Finally, Morgan Stanley raised their price objective on Dollar Tree from $130.00 to $145.00 and gave the company an “equal weight” rating in a research note on Friday, August 28th. Eleven analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree presently has a consensus rating of “Hold” and an average target price of $131.83.
Check Out Our Latest Stock Report on DLTR Dollar Tree Stock Performance NASDAQ:DLTR opened at $121.76 on Thursday. The firm has a 50 day simple moving average of $122.53 and a 200-day simple moving average of $114.60. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. The firm has a market cap of $22.85 billion, a PE ratio of 14.87, a P/E/G ratio of 1.08 and a beta of 0.71. Dollar Tree, Inc. has a 1-year low of $85.88 and a 1-year high of $142.40.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.15 by $1.55. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company’s quarterly revenue was up 7.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.77 earnings per share. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. On average, equities analysts expect that Dollar Tree, Inc. will post 7.93 EPS for the current year.
Dollar Tree declared that its Board of Directors has approved a stock repurchase program on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in outstanding shares. This buyback authorization authorizes the company to purchase up to 10.7% of its shares through open market purchases. Share buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.
Insider Buying and Selling at Dollar Tree In other news, Director Stephanie Stahl sold 1,185 shares of Dollar Tree stock in a transaction on Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the sale, the director owned 4,089 shares of the company’s stock, valued at $537,580.83. The trade was a 22.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the company’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the transaction, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 7.10% of the stock is owned by company insiders.
Dollar Tree Company Profile (Free Report)
Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.
The company’s Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.
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Salt Lake City, UT, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Recursion Pharmaceuticals, Inc. (“Recursion”) (NASDAQ: RXRX), a leading clinical-stage company pioneering AI-enabled drug discovery and development decoding biology to radically improve lives, today announced the pricing of an underwritten offering of 61,540,000 shares of its Class A common stock at a price of $3.25 per share. All of the shares are to be sold by Recursion. Before deducting the underwriting discounts and commissions and estimated offering expenses, Recursion expects to receive total gross proceeds of approximately $200 million. The offering is expected to close on or about October 16, 2026, subject to satisfaction of customary closing conditions.
Leerink Partners, Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC and Evercore Group L.L.C. are acting as joint bookrunning managers for the offering. Needham & Company, LLC is acting as lead manager for the offering.
The financing included participation from leading healthcare and institutional investors, including Janus Henderson Investors, Invus, Longaeva Partners, ARK Invest, Driehaus Capital Management and other prominent healthcare specialists and mutual funds.
The shares are being offered by Recursion pursuant to a registration statement on Form S-3, which became automatically effective upon filing with the U.S. Securities and Exchange Commission (“SEC”) on February 12, 2025. The offering is being made solely by means of a written prospectus and a prospectus supplement that form a part of the registration statement. The preliminary prospectus supplement and accompanying prospectus relating to the offering was filed on October 15, 2026. A final prospectus supplement and accompanying prospectus relating to the offering will also be filed with the SEC. These documents can be accessed for free through the SEC’s website at www.sec.gov. Alternatively, a copy of the final prospectus supplement and accompanying prospectus relating to this offering may be obtained, when available, by contacting: Leerink Partners LLC, Attention: Syndicate Department, 53 State Street, 40th Floor, Boston, MA 02109, by telephone at (800) 808-7525 ext. 6105 or by email at [email protected]; Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at (866) 471-2526 or by email at [email protected]; Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014, by telephone at (866) 718-1649 or by email at [email protected]; or Evercore Group L.L.C., Attention: Equity Capital Markets, 55 East 52nd Street, 35th Floor, New York, NY 10055, by telephone at (888) 474-0200 or by email at [email protected].
This press release does not constitute an offer to sell or a solicitation of an offer to buy, nor will there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation, or sale would be unlawful before registration or qualification under the securities laws of that state or jurisdiction.
About Recursion
Recursion (NASDAQ: RXRX) is a leading clinical-stage company pioneering AI-enabled drug discovery and development decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion's platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation.
Forward-Looking Statements
This press release contains information that includes or is based upon “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the expected completion and timing of closing of the offering, the anticipated total gross proceeds from the offering and all other statements that are not statements of historical facts. Forward-looking statements may or may not include identifying words such as “intend,” “plan,” “will,” “expect,” “anticipate,” “believe,” “potential,” “continue,” and similar terms. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such statements, including but not limited to: prevailing market conditions; the satisfaction of customary closing conditions; general economic, industry or political conditions; challenges inherent in pharmaceutical research and development, including the timing and results of preclinical and clinical programs, where the risk of failure is high and failure can occur at any stage prior to or after regulatory approval due to lack of sufficient efficacy, safety considerations, or other factors; the fact that interim and preliminary clinical data, including data from a small number of patients in a single-arm study, may not be predictive of final results; our ability to leverage and enhance our drug discovery platform; the performance and limitations of our artificial intelligence and machine learning models and the data on which they are trained; our reliance on third parties, including collaborators, contract research organizations, and manufacturers; our ability to initiate clinical trials and enroll patients on expected timelines; the outcome of our discussions with the FDA, which may result in changes to the design or timing of, or delays in, our planned registrational trial of REC-4881; competition from other therapies and platforms; our ability to obtain financing for development activities and other corporate purposes; the satisfaction of customary closing conditions for the offering; the possibility that our preliminary estimate of cash, cash equivalents and restricted cash may change upon completion of our quarter-end financial close procedures; the success of our collaboration activities and our collaborators' discretion over option exercises, program advancement, and funding; our ability to obtain regulatory approval of, and ultimately commercialize, drug candidates; our ability to obtain, maintain, and enforce intellectual property protections; cyberattacks or other disruptions to our technology systems; our ability to attract, motivate, and retain key employees and manage our growth; inflation and other macroeconomic issues; and other risks and uncertainties such as those described under the heading "Risk Factors" in our filings with the U.S. Securities and Exchange Commission, including our Annual Report on Form 10-K and our subsequent Quarterly Reports on Form 10-Q. All forward-looking statements speak only as of the date of this document and are based on management's current estimates, projections, and assumptions, and Recursion undertakes no obligation to correct or update any such statements, whether as a result of new information, future developments, or otherwise, except to the extent required by applicable law.
Sanofi získala do vývoje od Recursion kandidáta na perorální léčbu zánětlivých onemocnění; klinická studie fáze 1 je plánována na rok 2027. Recursion získá platbu za splnění milníku ve výši 10 milionů USD.
Potential first-in-class dual targeting inhibitor oral small molecule to enter Sanofi’s development pipeline, with phase 1 clinical study currently planned to begin in 2027
| Source:
Recursion Pharmaceuticals
Salt Lake City, UT, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Recursion Pharmaceuticals, Inc. (“Recursion”) (NASDAQ: RXRX), a leading clinical-stage company pioneering AI-enabled drug discovery and development decoding biology to radically improve lives, today announced that Sanofi has optioned the first development candidate from the two companies’ multi-program research collaboration.
The option triggered a $10 million milestone payment to Recursion, bringing total upfront and milestone payments received from Sanofi under the collaboration to $144 million; Recursion is eligible for more than $300 million in additional milestones under the program, with double digit royalties on net product sales, if approved.
“The most important test of any technology platform in drug discovery is whether it can translate into differentiated medicines,” said Najat Khan, Ph.D., President and Chief Executive Officer of Recursion. “Together with Sanofi, we tackled a difficult design problem against a dual target product profile with high potential and delivered a molecule that Sanofi has now selected for its development pipeline. With additional programs advancing across our collaboration, this milestone is another important demonstration of how our platform can translate computational capabilities into differentiated medicines — and do so repeatedly.”
The potential first-in-class oral small molecule was designed to achieve a differentiated profile against a challenging dual target implicated in inflammatory disease. Optimizing for this target pair required navigating complex and competing chemistry constraints to achieve the desired balance of drug-like properties. The candidate was delivered by the combination of Recursion’s integrated AI-enabled drug design platform and small-molecule chemistry capabilities with Sanofi’s deep expertise in drug discovery and immunology. Recursion applied multiple computational design approaches across iterative cycles of prediction, chemical design, synthesis, and experimental validation to rapidly explore and optimize a complex chemical space.
"By combining Sanofi's drug discovery and clinical and translational knowledge in immunology with Recursion's AI-driven platform, we were able to move with speed and precision in a space where that balance is notoriously hard to achieve,” said Alyssa Johnsen, Therapeutic Area Head, Development, Immunology & Inflammation, Sanofi. “This new development candidate has potential to deliver a differentiated oral medicine with highly selective dual targeting that could be a meaningful advance for people living with inflammatory diseases who still lack adequate treatment options."
The candidate has now been added to Sanofi’s development pipeline and is expected to enter phase 1 clinical trials in 2027, with Sanofi funding and leading further development and commercialization to advance the program toward patients.
Building a growing portfolio through the Recursion-Sanofi collaboration
The Recursion-Sanofi collaboration was established to discover and advance a portfolio of potentially first- and best-in-class small molecule medicines across immunology and oncology by combining Sanofi’s deep therapeutic-area and drug-development expertise with Recursion’s integrated capabilities across biology, AI-enabled molecular design and chemistry.
With the first development candidate optioned, the collaboration has now achieved six progress-based milestones across five programs. Sanofi’s selection of the development candidate triggered a $10 million milestone payment to Recursion, bringing total upfront and milestone payments under the collaboration to $144 million to date.
Recursion remains eligible for more than $300 million in additional milestones under the program, with an average of low double-digit royalties on net product sales if successfully commercialized. The $10 million milestone payment will be recognized as revenue in the third quarter of 2026, and ends Recursion’s operational requirements related to this candidate, with all future payments resulting in profit to Recursion.
Additional programs across the collaboration continue to advance. Over the next 12 months, other programs in the joint portfolio have the potential to reach development candidate and other progress-based milestones.
About Recursion
Recursion (NASDAQ: RXRX) is a leading clinical-stage company pioneering AI-enabled drug discovery and development decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion's platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation.
Forward-Looking Statements
This document contains information that includes or is based upon "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, those regarding the expected timing of the initiation of phase 1 clinical trials for the development candidate optioned by Sanofi; the potential of such development candidate, including its potential to be a first-in-class, differentiated oral medicine for inflammatory diseases; Sanofi’s funding and leadership of further development and commercialization of such development candidate; Recursion’s eligibility to receive future milestone payments and royalties under its collaboration with Sanofi, and the expected timing of revenue recognition for the $10 million milestone payment; the potential for additional programs in the collaboration to reach development candidate and other progress-based milestones over the next 12 months; the ability of Recursion’s platform to repeatedly translate computational capabilities into differentiated medicines; and all other statements that are not historical facts. Forward-looking statements may or may not include identifying words such as "plan," "will," "may," "could," "should," "expect," "anticipate," "intend," "believe," "estimate," "project," "designed to," "potential," "continue," and similar terms. These statements are subject to known or unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such statements, including but not limited to: challenges inherent in pharmaceutical research and development, including the timing and results of preclinical and clinical programs, where the risk of failure is high and failure can occur at any stage prior to or after regulatory approval due to lack of sufficient efficacy, safety considerations, or other factors; our ability to leverage and enhance our drug discovery platform; the performance and limitations of our artificial intelligence and machine learning models and the data on which they are trained; our reliance on third parties, including collaborators, contract research organizations, and manufacturers; our ability to initiate clinical trials and enroll patients on expected timelines; competition from other therapies and platforms; our ability to obtain financing for development activities and other corporate purposes; the success of our collaboration activities and our collaborators' discretion over option exercises, program advancement, and funding, including the risk that Sanofi may delay, deprioritize, or discontinue development of the optioned development candidate; our ability to obtain regulatory approval of, and ultimately commercialize, drug candidates; our ability to obtain, maintain, and enforce intellectual property protections; cyberattacks or other disruptions to our technology systems; our ability to attract, motivate, and retain key employees and manage our growth; inflation and other macroeconomic issues; and other risks and uncertainties such as those described under the heading "Risk Factors" in our filings with the U.S. Securities and Exchange Commission, including our Annual Report on Form 10-K and our subsequent Quarterly Reports on Form 10-Q. All forward-looking statements speak only as of the date of this document and are based on management's current estimates, projections, and assumptions, and Recursion undertakes no obligation to correct or update any such statements, whether as a result of new information, future developments, or otherwise, except to the extent required by applicable law.
Krilogy Financial LLC lifted its holdings in shares of WESCO International, Inc. (NYSE:WCC – Free Report) by 33.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,696 shares of the technology company’s stock after purchasing an additional 1,918 shares during the quarter. Krilogy Financial LLC’s holdings in WESCO International were worth $2,781,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Trust Point Inc. raised its holdings in WESCO International by 4.5% in the 2nd quarter. Trust Point Inc. now owns 771 shares of the technology company’s stock valued at $266,000 after buying an additional 33 shares during the period. Sheets Smith Wealth Management lifted its position in WESCO International by 2.2% in the second quarter. Sheets Smith Wealth Management now owns 1,565 shares of the technology company’s stock valued at $541,000 after buying an additional 34 shares during the last quarter. Fragasso Financial Advisors Inc lifted its position in WESCO International by 2.7% in the third quarter. Fragasso Financial Advisors Inc now owns 1,603 shares of the technology company’s stock valued at $586,000 after buying an additional 42 shares during the last quarter. Elevation Wealth Partners LLC boosted its stake in WESCO International by 70.3% during the third quarter. Elevation Wealth Partners LLC now owns 109 shares of the technology company’s stock worth $39,000 after buying an additional 45 shares during the period. Finally, Bessemer Group Inc. boosted its stake in WESCO International by 2.4% during the first quarter. Bessemer Group Inc. now owns 2,214 shares of the technology company’s stock worth $606,000 after buying an additional 51 shares during the period. 93.75% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades A number of equities research analysts have weighed in on WCC shares. Barclays lifted their price target on shares of WESCO International from $390.00 to $437.00 and gave the company an “overweight” rating in a research report on Monday. Zacks Research upgraded shares of WESCO International from a “hold” rating to a “strong-buy” rating in a report on Monday, August 3rd. Royal Bank Of Canada upped their price objective on shares of WESCO International from $430.00 to $435.00 and gave the stock an “outperform” rating in a report on Wednesday. Stephens raised shares of WESCO International from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $350.00 to $400.00 in a research report on Tuesday, July 14th. Finally, Wall Street Zen downgraded shares of WESCO International from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. One analyst has rated the stock with a Strong Buy rating and seven have assigned a Buy rating to the stock. According to data from MarketBeat.com, WESCO International currently has an average rating of “Buy” and an average target price of $402.83.
View Our Latest Report on WCC Insiders Place Their Bets In other news, Director Laura Thompson sold 270 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $368.45, for a total transaction of $99,481.50. Following the sale, the director owned 10,720 shares of the company’s stock, valued at approximately $3,949,784. This represents a 2.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Daniel J. Castillo purchased 960 shares of WESCO International stock in a transaction dated Tuesday, August 4th. The shares were acquired at an average cost of $365.89 per share, for a total transaction of $351,254.40. Following the transaction, the executive vice president directly owned 16,305 shares of the company’s stock, valued at approximately $5,965,836.45. This represents a 6.26% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 2.60% of the company’s stock.
WESCO International Price Performance WCC stock opened at $351.56 on Thursday. The company has a current ratio of 2.09, a quick ratio of 1.23 and a debt-to-equity ratio of 1.13. The company has a market capitalization of $17.13 billion, a PE ratio of 24.30, a P/E/G ratio of 2.16 and a beta of 1.54. WESCO International, Inc. has a 12-month low of $211.47 and a 12-month high of $388.64. The business’s fifty day moving average price is $355.03 and its 200 day moving average price is $341.59.
WESCO International (NYSE:WCC – Get Free Report) last posted its earnings results on Thursday, July 30th. The technology company reported $4.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.98 by $0.59. WESCO International had a return on equity of 14.95% and a net margin of 2.84%. The firm had revenue of $6.67 billion for the quarter, compared to analyst estimates of $6.44 billion. During the same quarter in the prior year, the company earned $3.83 EPS. WESCO International’s revenue was up 13.0% on a year-over-year basis. WESCO International has set its FY 2026 guidance at 16.000-17.500 EPS. On average, sell-side analysts anticipate that WESCO International, Inc. will post 16.77 EPS for the current year.
WESCO International Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Friday, September 11th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, September 11th. This represents a $2.00 dividend on an annualized basis and a yield of 0.6%. WESCO International’s dividend payout ratio is 13.82%.
WESCO International Company Profile (Free Report)
WESCO International, Inc is a global provider of electrical, communications, utility and supply chain solutions. Through its distribution and service operations, the company supplies products used in commercial, industrial, institutional, utility, data center, broadband and residential markets.
Its product offerings include electrical and electronic components, wire and cable, lighting and controls, network infrastructure, security and safety products, automation equipment, and general industrial supplies.
Read More Five stocks we like better than WESCO International Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know Want to see what other hedge funds are holding WCC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for WESCO International, Inc. (NYSE:WCC – Free Report).
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HCA Healthcare výrazně snížila celoroční výhled zisku poté, co posun ve struktuře plátců snížil čtvrtletní tržby přibližně o 400 milionů USD. Akcie 14. července oslabily o 6,95 %.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of HCA Healthcare, Inc. ("HCA" or the "Company") (NYSE: HCA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether HCA and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On July 14, 2026, HCA issued a press release reporting its preliminary financial and operating results for the second quarter of 2026. Among other items, HCA sharply lowered its full-2026 profit guidance, citing an unfavorable shift in the Company's payer mix, which impacted revenue by approximately $400 million in the quarter.
On this news, HCA's stock price fell $27.14 per share, or 6.95%, to close at $363.60 per share on July 14, 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.
California Water Service Group a její dceřiná společnost Cal Water stanovily cenu soukromě umístěných dluhopisů v celkovém objemu 275 milionů USD určených k refinancování dluhu a pro obecné firemní účely.
SAN JOSE, Calif., Oct. 15, 2026 (GLOBE NEWSWIRE) -- California Water Service Group (Group, NYSE: CWT) today announced the pricing of $125,000,000 in aggregate principal amount of Senior Unsecured Notes (the Notes) by Group and $150,000,000 in aggregate principal amount of First Mortgage Bonds (the Bonds) by California Water Service Company (Cal Water), a wholly owned subsidiary of Group, in private placement transactions. The transactions are expected to close on or before December 31, 2026, subject to the satisfaction of customary closing conditions.
The Notes consist of $75,000,000 of 6.08% senior unsecured notes, Series C, due December 15, 2031, and $50,000,000 of 6.41% senior unsecured notes, Series D, due December 15, 2036. The Bonds consist of $50,000,000 of 6.49% bonds, Series 4, maturing December 15, 2046, and $100,000,000 of 6.54% bonds, Series 5, maturing December 15, 2056.
Interest on the Notes will accrue semi-annually and be payable in arrears. The Notes will rank equally with Group’s indebtedness under its Credit Agreement, dated as of March 31, 2023, with Bank of America, N.A. and the other parties thereto. Interest on the Bonds will accrue semi-annually and be payable in arrears. The Bonds will rank equally with all of Cal Water’s other First Mortgage Bonds and will be secured by liens on its properties, subject to certain exceptions and permitted liens.
Group plans to use the net proceeds from the sale of the Notes to refinance existing indebtedness and for general corporate purposes. Cal Water plans to use the net proceeds from the sale of the Bonds to refinance existing indebtedness and for general corporate purposes, as set forth in California Public Utilities Code Section 817.
Neither the Notes nor the Bonds have been registered under the Securities Act of 1933, as amended, and neither may be offered or sold in the United States absent registration or an applicable exemption from registration requirements. This announcement is neither an offer to sell nor a solicitation of an offer to buy any of the Notes or the Bonds. The matters discussed in this release include forward-looking statements. These statements are based on current expectations or beliefs and are subject to factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Group is providing this information as of the date of this news release and assumes no obligation to update any forward-looking statement to reflect events or circumstances occurring after the date of this news release.
About California Water Service Group
California Water Service Group is the parent company of regulated utilities California Water Service Company, Hawaii Water Service Company, Inc., New Mexico Water Service Company, Washington Water Service Company, and TWSC, Inc., a utility holding company. Together, these companies provide regulated and non-regulated water and wastewater service to more than 2.2 million people in California, Hawaii, New Mexico, Texas, and Washington. California Water Service Group’s common stock trades on the New York Stock Exchange under the symbol “CWT.” Additional information is available online at www.calwatergroup.com.
This news release contains forward-looking statements within the meaning established by the Private Securities Litigation Reform Act of 1995 (PSLRA) regarding the consummation of the transactions, the satisfaction of customary closing conditions with respect to the transactions and the use of proceeds from the transactions. The forward-looking statements are intended to qualify under provisions of the federal securities laws for “safe harbor” treatment established by the PSLRA. Forward-looking statements in this news release are based on currently available information, expectations, estimates, assumptions and projections, and our management’s beliefs, assumptions, judgments and expectations about us, the water utility industry and general economic conditions. These statements are not statements of historical fact. When used in our documents, statements that are not historical in nature, including words like will, would, expects, intends, plans, believes, may, could, estimates, assumes, anticipates, projects, progress, predicts, hopes, targets, forecasts, should, seeks or variations of these words or similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance. They are based on numerous assumptions that we believe are reasonable, but they are open to a wide range of uncertainties and business risks. Consequently, actual results or outcomes may vary materially from what is contained in a forward-looking statement. Factors that may cause actual results or outcomes to be different than those expected or anticipated include, but are not limited to: the outcome and timeliness of regulatory commissions' actions concerning rate relief and other matters, including with respect to general rate cases and other regulatory proceedings; the impact of opposition to rate increases; our ability to recover costs; federal governmental and state regulatory commissions' decisions, including decisions on proper disposition of property; changes in state regulatory commissions' policies and procedures; changes in California State Water Resources Control Board water quality standards; changes in environmental compliance and water quality requirements, such as the United States Environmental Protection Agency's (EPA) finalization of a National Primary Drinking Water Regulation (NPDWR) establishing legally enforceable maximum contaminant levels (MCL) for PFAS in drinking water in 2024 as well as legal challenges to such MCLs; EPA's proposed new PFAS rulemaking, including impacts to the current PFAS NPDWR; the impact of weather, climate change, natural disasters, including wildfires and landslides and actual or threatened public health emergencies, including disease outbreaks, on our operations, water quality, water availability, water sales and operating results and the adequacy of our emergency preparedness; electric power interruptions, especially as a result of public safety power shutoff programs; availability of water supplies; our ability to invest or apply the proceeds from the issuance of common stock in an accretive manner; consequences of eminent domain actions relating to our water systems; increased risk of inverse condemnation losses as a result of the impact of weather, climate change and natural disasters, including wildfires and landslides; shifts in population, including housing and customer growth; issues with the implementation, maintenance or security of our information technology and operational technology systems; physical and cyber security risks and threats and the adequacy of our efforts to mitigate such risks and threats; the ability of our enterprise risk management processes to identify or address risks adequately; labor relations matters as we negotiate with the unions; changes in customer water use patterns and the effects of conservation, including as a result of drought conditions; our ability to complete, in a timely manner or at all, successfully integrate and achieve anticipated benefits from announced acquisitions, including the Oregon, Nevada and BVRT acquisitions; restrictive covenants in or changes to the credit ratings on our current or future debt that could increase our financing costs or affect our ability to borrow, make payments on debt or pay dividends; risks associated with expanding our business and operations, including into other geographic areas; the impact of stagnating or worsening business and economic conditions, including inflationary pressures, general economic slowdown or a recession, changes in tariff policy, the interest rate environment, changes in monetary policy, adverse capital markets activity or macroeconomic conditions as a result of geopolitical conflicts, including ongoing conflicts in the Middle East, and the prospect of shutdowns of the U.S. federal government; the impact of market conditions and volatility on unrealized gains or losses on our non-qualified benefit plan investments and our operating results; the impact of weather and timing of meter reads on our accrued and unbilled revenue; the impact of evolving legal and regulatory requirements, including sustainability requirements; the impact of the evolving U.S. political environment and changes effected, proposed, or threatened by the U.S. federal government that has led to, in some cases, legal challenges and uncertainty around the funding, functioning and policy priorities of U.S. federal regulatory agencies and the status of current and future regulations; and other risks and unforeseen events described in our Securities and Exchange Commission (SEC) filings. In light of these risks, uncertainties and assumptions, investors are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this news release. When considering forward-looking statements, you should keep in mind the cautionary statements included in this paragraph, as well as the Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other reports filed from time-to-time with the SEC. We are not under any obligation and we expressly disclaim any obligation to update or alter any forward-looking statements, whether as a result of new information, future events or otherwise. A credit rating is not a recommendation to buy, sell or hold any securities, may be changed at any time by the applicable ratings agency and should be evaluated independently of any other information.
White-Label Treasury Management Platform Enhances Stifel’s Full-Service Offering for the Innovation Economy; Client Launch Expected in Early 2027 | Source: Stifel Financial Corporation
ST. LOUIS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that it has made a strategic minority investment in Meow Technologies, Inc. (“Meow”), one of the leading business banking fintechs in the United States, and has entered into a services agreement under which Stifel will offer through its subsidiary bank, Stifel Bank, a white-label version of Meow’s treasury management platform to its commercial banking clients, with an initial focus on Venture and Fund Banking.
Under the agreement, Stifel will have access to Meow’s current and forward capabilities, giving Stifel clients a modern digital experience for managing cash, payments, cards, and day-to-day treasury operations across operating companies and multi-entity fund structures. Stifel expects to begin onboarding clients to the new platform in early 2027.
“The innovation economy is one of Stifel’s most important growth opportunities, and we have invested accordingly – in talent, in our balance sheet, and now in technology,” said Stifel Chairman and CEO Ron Kruszewski.
Jake Moseley, Managing Director, Stifel Venture Banking added “Our investment in Meow pairs a best-in-class digital platform with the bankers, products, and capabilities of a full-service financial firm. We believe that combination is unmatched for founders, growth companies, and the investors who back them.”
The new digital banking platform rounds out Stifel’s offering for today’s entrepreneurial economy, which includes experienced bankers with deep sector expertise, a broad suite of cash management solutions with competitive yields and access to expanded FDIC insurance coverage through Stifel’s banking subsidiaries and their deposit placement arrangements, a balance sheet capable of supporting companies and funds with venture debt, growth lending, and fund finance, and full-service investment banking and wealth management capabilities that support clients from formation through IPO and beyond.
“Stifel has built one of the fastest-growing venture and fund banking franchises in the country, and we are proud to have them as both an investor and a partner,” said Brandon Arvanaghi, CEO of Meow. “Meow’s technology brings new capabilities to Stifel’s clients including expense management, bill pay, stablecoin payments and agentic infrastructure, all backed by Stifel’s bankers and balance sheet. That’s a powerful combination for the innovation economy and we look forward to building the future of business banking together.”
The partnership builds on strong momentum in Stifel’s Venture and Fund Banking business, where deposits have grown nearly six-fold since September 2023 to more than $10 billion. Stifel has recently expanded into Life Sciences and Healthcare, Energy Tech, and Project Finance, added senior coverage in New York and Boston, and allocated dedicated balance sheet capacity to venture and fund clients. The business now includes more than 125 client-facing professionals in every major U.S. technology market and serves more than 500 high-growth companies and more than 250 fund clients.
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with individual and institutional clients, aiming to transform opportunities into achievement.
Stifel Bank and Stifel Bank & Trust, Members FDIC, offer a full range of consumer and commercial lending solutions, including Venture Banking and Venture Capital Coverage. To learn more about Stifel, please visit the Company’s website at Stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
Meow Company Information
Meow provides business banking, expense management and treasury technology to businesses and the banks that serve them. Extending white-label capabilities this way will allow other banks to offer the same modern digital experience that Meow’s business customers enjoy spanning cash management, cards, expense management, bill pay, invoicing, agentic banking, stablecoin payments, and back-office functionality like agentic transaction monitoring and enhanced due diligence under their own brand and without building the technology themselves. Learn more at meow.com.
Vertex získal označení Oracle Validated: Oracle Cloud Infrastructure Expertise a zpřístupnil Vertex O Series Tax Engine for Oracle na Oracle Marketplace.
KING OF PRUSSIA, Pa., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), the Decision-to-Defense™ global indirect tax and compliance company and an Oracle partner, today announced that its enterprise tax determination engine, Vertex O Series Tax Engine for Oracle, has achieved Oracle Validated: Oracle Cloud Infrastructure Expertise and is now available in the Oracle Marketplace, offering added value to Oracle Cloud customers. The Vertex O Series Tax Engine for Oracle enables centralized, scalable tax determination and calculation across Oracle Cloud ERP and Oracle Cloud SCM environments, giving customers running on Oracle Cloud Infrastructure (OCI) a single source of truth for sales and use tax, VAT and country-specific requirements worldwide.
The Oracle Validated: Oracle Cloud Infrastructure Expertise recognizes partner solutions that run on or integrate with Oracle Cloud and meet Oracle's standards for interoperability and customer success. Vertex O Series Tax Engine for Oracle helps customers reduce manual tax work, improve accuracy, and scale with confidence. In the first seven months following implementation, customers processed an average of more than 150 million transactions per month on OCI, surpassing one billion total transactions, with near push-button setup through the companion Vertex Indirect Tax Accelerator for Oracle Fusion Cloud ERP helping organizations go live faster.
Oracle Marketplace is a centralized digital storefront and cloud repository of enterprise applications and services that enables Oracle customers to discover, evaluate, and deploy trusted partner solutions that extend and complement Oracle Cloud offerings.
"Tax teams running on Oracle Cloud need determination that is accurate, consistent and fast at enterprise volume. Vertex O Series Tax Engine for Oracle delivers that directly within the systems our customers already rely on," said Stephanie Powell, Oracle Partner Manager at Vertex. "Achieving Oracle Validated: Oracle Cloud Infrastructure Expertise demonstrates our commitment to delivering solutions that work seamlessly with Oracle Cloud. Through Vertex O Series Tax Engine customers can confidently leverage our capabilities alongside Oracle Cloud to achieve their business objectives. We look forward to leveraging the power of the Oracle Cloud to help us achieve our business goals.”
"The Oracle Validated: Oracle Cloud Infrastructure Expertise gives customers the confidence that Vertex meets or exceeds specified industry and Oracle standards for deploying software applications on OCI," said David Hicks, Group Vice President, ISV Ecosystem, Oracle North America. "Receiving an Oracle Validated designation signifies that the solution has completed a rigorous technical review process, helping customers reduce deployment risk while ensuring optimal technology alignment.”
Oracle Validated designation recognizes Oracle partner program members with solutions that run on Oracle Cloud. For partners earning the Oracle Validated: Oracle Cloud Infrastructure, this achievement offers customers confidence that the partner's application is supported by the Oracle Cloud Infrastructure SLA, enabling full access and control over their cloud infrastructure services as well as consistent performance.
To learn more or to deploy the solution, visit the Vertex O Series Tax Engine for Oracle listing on Oracle Marketplace.
About Vertex
Vertex is the Decision-to-Defense™ global indirect tax and compliance company. Vertex helps enterprises bring control to indirect tax and compliance across the full transaction lifecycle — from tax determination and e-invoicing through reporting, filing, and audit defense — to make outcomes easier to prove and improve over time. Trusted by more than 60% of the Fortune 500, Vertex combines decades of tax expertise, deep global tax and compliance knowledge, and embedded integrations to help organizations operate globally with confidence. With headquarters in North America and offices in South America and Europe, Vertex's purpose is to ensure businesses and communities thrive through trusted transactions.
For more information, visit www.vertexinc.com or follow us on X and LinkedIn; or subscribe on YouTube.
About Oracle’s Partner Program
The Oracle PartnerNetwork (OPN) program helps Oracle and its partners drive joint customer success and business momentum. Oracle’s partner program provides partners with choice and flexibility, offering several program pathways and a robust range of foundational benefits spanning training and enablement, go-to-market collaboration, technical accelerators, and success support. To learn more, visit https://www.oracle.com/partner/.
Trademarks
Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.
Oracle potvrdil společnost Bloom Energy jako hlavního dodavatele energie pro AI kampus Project Jupiter s výkonem až 2,45 GW. Hodnota kontraktu ani termín uznání tržeb nebyly zveřejněny.
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away, the real question is how much good news…
Bloom Energy (NYSE:BE) shares are up 142.5% year to date. That run is substantial enough that Roth Capital raised its price target from $225 to $260 this week while maintaining its Neutral rating. Shares fell in the Oct. 14 session and closed at $239.34. Premarket trading Thursday showed shares at $227.78, down another 4.8%. So how much growth does the current price already reflect?
What Oracle and Roth Capital Said On Oct. 13, Oracle (NYSE:ORCL | ORCL Price Prediction) confirmed Bloom as the primary power source for Project Jupiter, its AI campus in Doña Ana County, New Mexico. Oracle said in April that Bloom fuel cells are expected to supply up to 2.45 gigawatts there. The installation is actively underway. Oracle also proposed an energy service agreement with El Paso Electric and bill credits for residential and small business customers of up to $55 million annually for up to three years. Neither company provided contract value or revenue timing for Bloom. (Bloom is one of several non-chip names gaining from the AI data-center expansion. We highlighted seven of these power, cooling, and networking suppliers in a free report here.)
Roth Capital summed up the tension: “Bloom Energy’s current positioning and commercial momentum are unique in the company’s history, but forward expectations factor in very large order flow and incremental capacity growth in future years.” The firm said valuation and the company’s lack of transparency keep it on the sidelines. Roth Capital’s $260 target is above the current price, and the firm still rates the stock a Hold.
Why Shares Fell on Good News A hotter-than-expected September inflation report drove Treasury yields higher and hit high-multiple, rate-sensitive stocks across the market. Bloom’s beta of 3.78 means its price moves are much larger than the broader market’s. The stock is down 15.6% in a week.
Valuation Leaves Little Room The consensus analyst target of $283.01 is above today’s price. Analyst sentiment shows a wide split, with Hold ratings as the largest group. A separate valuation model, which blends trailing P/E, forward P/E, and analyst targets, puts fair value at $227.15 with a Hold rating, almost exactly Thursday’s premarket price.
Second-quarter revenue reached $1.07 billion, up 165.5%, and non-GAAP EPS of $0.78 beat the $0.41 estimate. The current price already reflects those results. Shares trade at 322 times trailing earnings and 57 times forward estimates. Against the midpoint of 2026 non-GAAP EPS guidance ($2.55 to $2.85), the forward multiple is approximately 84x.
Volatility Comes Before the Thesis Over the past 52 weeks, the stock has traded as high as $351.28 and as low as $75.70. It is now below its 50-day moving average of $247.61. For investors at or near retirement, a stock this volatile raises a position-sizing question that should be addressed before any investment thesis question. Even the chief executive admitted uncertainty about AI spending: “I do not know for sure, and I will not insult you by pretending to.”
Oct. 22 Results Must Show the Order Flow Bloom has confirmed it will report third-quarter results on Oct. 22. It has beaten estimates for five consecutive quarters and raised 2026 revenue guidance twice, to a range of $3.9 billion to $4.2 billion. Today’s price demands more than a sixth beat. The report needs to show new bookings and backlog growth beyond the approximately $6 billion product backlog reported at year-end, the very large order flow Roth Capital says is already priced in.
What Oct. 22 Must Prove at This Price At about 84 times guided earnings, with Hold ratings outnumbering every other call, and a beta near 3.8, the share price already reflects much of Bloom’s growth story. The Oct. 22 results will show whether order flow supports that valuation.
Contact [email protected] for any questions or corrections.
VanEck stáhl u SEC žádost o ETF na Lido Staked Ether (stETH) a neplánuje nabízet jeho akcie. Fond nikdy nenabyl účinnosti ani nevydal či neprodal žádné akcie.
TLDR VanEck filed a request with the SEC to withdraw its application for a Lido staked Ether ETF. The firm said it does not intend to proceed with selling shares of the fund. The fund’s S-1 registration statement was first filed on Oct. 16, 2025. The ETF would have held Lido staked Ether (stETH) and earned certain staking rewards. VanEck did not explain its decision or say if a replacement product is planned. Asset manager VanEck has asked the U.S. Securities and Exchange Commission to let it withdraw its application for a Lido staked Ether exchange-traded fund. The move shelves a product designed to give investors exposure to a liquid staking token.
The request was made in a filing dated Oct. 14, 2026. In it, VanEck Digital Assets said it “does not intend to proceed with the planned distribution” of the trust’s shares.
The company did not explain what led to the decision. It also did not say whether it plans to pursue a replacement product.
What the Fund Was Meant to Do VanEck first filed the fund’s S-1 registration statement on Oct. 16, 2025. An S-1 is the form companies use to register new securities with the SEC.
The proposed fund would have held Lido staked Ether, known as stETH. This token represents Ether that has been staked through the Lido protocol.
According to the original filing, the fund expected to earn certain staking rewards through its ownership of stETH. Staking rewards are paid to users who lock up tokens to help secure a blockchain network.
The application was one of several new crypto ETF filings submitted in October 2025.
Details of the Withdrawal Request The withdrawal was filed as a Form RW, which is a request for withdrawal. It was made under Rule 477 of the Securities Act of 1933.
The letter was sent to the SEC’s Division of Corporation Finance in Washington, D.C. It was signed by Matthew A. Babinsky, a vice president at VanEck Digital Assets.
VanEck asked the SEC to approve the withdrawal as of the filing date, or at the earliest practical date after that. The request covers the original registration statement, all later amendments and all exhibits.
The firm said its only reason for the withdrawal is that it no longer plans to distribute the trust’s shares. No other grounds were given in the letter.
VanEck also confirmed several facts about the fund’s status. The registration statement was never declared effective by the SEC.
The firm said no shares have been issued or sold under the registration statement, and none will be. It added that no preliminary prospectus for the fund was ever handed out.
The letter named two lawyers at the law firm Sidley Austin LLP as contacts for any questions. They are Cliff Cone and Etherial Edetan.
The registration statement carried SEC file number 333-290918. VanEck Digital Assets is based at 666 Third Avenue in New York City.
Cointelegraph reached out to VanEck Digital Assets for comment on the decision. The company has not yet publicly explained why it dropped the fund.
Safe spustil Safenet Aegis na sítích Ethereum, Gnosis Chain a Arbitrum; volitelný Guard dokáže před provedením transakce v blockchainu zablokovat vyhodnocené hrozby.
Safe has moved its transaction-security network out of beta. Safenet Aegis went live in production on October 15, 2026, covering Ethereum Mainnet, Gnosis Chain, and Arbitrum.
The idea is to check a transaction before it executes and, if the user opts in, stop the bad ones onchain. Warning pop-ups are helpful. A contract that refuses to cooperate is more helpful.
The launch came through Safe’s governance structure, with Safe Foundation and SafeDAO steering the rollout. It also introduces paid transaction checks and a fresh round of staking rewards for SAFE holders.
How Safenet Aegis works
The first group of Sentinels includes OpenCover, BlockSecTeam, Candide Labs, and IntentGuard. Each operates independently of the others.
Validators then attest to those evaluations onchain. These validators are governed by SafeDAO, the community body that oversees the protocol.
The final layer is optional. Users can enable a formally verified Safenet Guard on their Safe account, which allows the network’s findings to be enforced directly onchain.
That distinction is the core of the product. Without the Guard, Aegis acts as an advisory service. With it, security goes beyond interface warnings and into the transaction logic itself.
Safe says audits for both the Guard and the staking contracts have been completed. User funds stay non-custodial throughout, so the network reviews transactions without ever taking control of the assets.
Fees, staking, and the beta numbers
The security checks are not a free add-on. Users pay onchain fees for transaction evaluations, and that money goes to the security providers doing the review.
One example given for the fee is 40 USDC.
The production launch follows a six-month beta that concluded in early October 2026. Over that stretch, approximately 4.5 million SAFE tokens were distributed as rewards.
Throughput reached around 100,000 transactions per week during the beta, giving the team a read on how the network behaves under load.
More than 72 million SAFE tokens were staked across roughly 865 participants after the beta ended.
Those participants do not need to do anything to carry their positions forward. Existing stakes transition to the production network without migration, which spares stakers the usual unstake-and-restake routine.
SafeDAO passed SEP 56, approving approximately 7.4 million SAFE from the treasury for a 12-month period that began on October 13, 2026.
The allocation is primarily earmarked for staking rewards. In practice, the DAO is underwriting a year of incentives while the fee side of the network gets established.
Background: from beta experiment to production layer
Integration into Safe{Wallet} is planned for Q4 2026. Until that ships, users looking to use Aegis will need to take the extra step of enabling the Guard themselves.
What this means for SAFE holders and Safe users
The key tension is between subsidized rewards and earned fees. For the next 12 months, SEP 56 money does much of the heavy lifting. The real test is whether paid transaction checks generate enough activity to keep Sentinels and validators engaged once that allocation runs its course.
Pricing will shape that answer. A fee like 40 USDC may be easy to justify for a treasury moving large sums, but smaller users may weigh it differently against the risk they are trying to avoid.
The launch cohort of Sentinels is four names: OpenCover, BlockSecTeam, Candide Labs, and IntentGuard. The model is built on independent judgment, so how that group grows will matter for how credible the network’s verdicts become.
Validators answer to SafeDAO, which ties the network’s reliability to the health of that DAO’s decision-making. That means governance votes now carry operational weight, not just treasury weight.
The planned Safe{Wallet} integration in Q4 2026 could move Aegis from an opt-in tool for security-minded teams to something closer to a default experience.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Stříbro se drží poblíž 55 USD poté, co americký index cen výrobců (PPI) v září vzrostl o 1,3 % meziměsíčně a o 6,3 % meziročně, což zvyšuje inflační tlaky.
Silver attempts to stabilize near $55 as surging U.S. producer prices and uncertain industrial demand threaten the durability of any short-term rebound.
Silver has to deal with a substantial producer price increase on Thursday, as the BLS reported that September final-demand PPI rose 1.3% month-on-month, seasonally adjusted, and 6.3% from a year earlier, unadjusted. The measure excluding food, energy, and trade services increased 0.5% monthly.
U.S. producer prices rose 10.8% for energy, 2.6% for all goods, and 0.8% for services in September 2026. The composition matters as much as the headline for the silver market, as final-demand energy prices rose 10.8% monthly, compared with 2.6% for goods overall and 0.8% for services. Goods excluding food and energy increased 0.3%. These categories overlap, so their percentage changes are not necessarily an additive contribution to the headline index.
Mixed Industrial Signal The report creates a mixed industrial signal. Higher selling prices can reflect pressure on purchasing power, as traders have to determine whether or not there is a volume increase in goods being produced or if it is just simple component pricing. The monetary channel can be more immediate. Persistent inflation could make policymakers less comfortable with easing and could sustain future financing costs, which are somewhat elevated.
For a non-yielding investment position in something like silver, competing returns can be a headwind. For an industrial user, financing and input expenses can affect inventory decisions. These are economic mechanisms, not verified explanations for a particular silver price movement today, but something worth watching.
Distinction Between Prices and Quantities Is Especially Useful Here The Federal Reserve’s latest completed decision was its September 16 increase in the federal funds target range to 3.75% to 4%. Its statement emphasized elevated inflation. Today’s PPI may add more information relative to that policy debate, but it does not necessarily change the policy rate itself.
The latest official daily Treasury observations also precede the release. The 2-year nominal par yield was 4.82% yesterday, compared with 4.79% the day before. Meanwhile, the 10-year real yield declined to 2.84% from 2.88%. These movements show why silver’s financing backdrop should not be reduced to a simple blanket statement that all yields are rising.
Yesterday’s CPI Yesterday’s consumer price report adds some context as well. Headline CPI rose 0.6% monthly, seasonally adjusted, and 3.7% annually, unadjusted. Alongside today’s producer data, it keeps inflation relevant to the monetary discussion. Neither index directly measures purchases of silver, and their different coverage prevents a mechanical comparison of headline news.
That being said, this is a market that will continue to be somewhat based around competing focuses, with industrial activity highlighted by the Federal Reserve production report from September 18 covering August. It says manufacturing output declined 0.3%, while total industrial production was unchanged. The manufacturing index was 98.2 against July’s 98.4, with 2007 equal to 100 as a measuring guide.
Silver Price Forecast
Every new Silver analysis as it publishes, today's technical signal and key levels, live price — on one page.
See all Silver forecasts A manufacturer facing higher costs has to reduce production, maintain output, or pass costs to consumers. Each outcome has different implications for silver use. Without newer activity data, the PPI acceleration alone cannot resolve whether industrial demand is absorbing pressures.
Silver’s electrical and electronic applications provide a reason to watch manufacturing, as documented by the U.S. Geological Survey. However, aggregate U.S. output is only a broad indicator. It cannot establish demand across each end use, and it does not capture the entire global silver market.
Tomorrow’s industrial production release, scheduled at 9:15 a.m. Eastern, is an important next test. Firmer activity alongside stable financing conditions would support a more constructive interpretation. Weaker production combined with rising real yields would create an even more difficult combination for the industrial case of silver.
Technical outlook
Silver futures trade near $56.82, below the $60 resistance level and above the $55 support area. The silver market finds itself testing the crucial $55 level and is seeing some relief. I suspect that the market is trying to find its footing, and short-term opportunities ot the upside could continue. However, I also see this as a short-lived scenario as the fundamentals continue to sour.
Akcie společnosti Coherent za šest měsíců klesly o 15,98 %, přesto firma v posledním čtvrtletí překonala odhady zisku na akcii (EPS) a její tržby vzrostly o 33,7 %. Rosenblatt stanovila cílovou cenu 500 USD, což znamená růstový potenciál 89,9 %.
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.
Coherent (NYSE:COHR | COHR Price Prediction) is priced at $263.23, while the average analyst price target sits at $412.52. The difference points to about 56.7% upside.
Coherent makes lasers, optical transceivers and photonic components. Its Datacenter & Communications division now brings in 79% of revenue. With funding from NVIDIA (NASDAQ:NVDA), which invested $2B, Coherent also joined the S&P 500 during fiscal 2026.
The gap matters because the business keeps speeding up while the stock goes the other way. With implied upside above 40%, Wall Street is saying the market has mispriced one of the main suppliers of AI connectivity.
Record Quarters and Falling Shares Open a Six-Month Disconnect
Most of the decline came in a single week. Coherent fell 21.32% over the past week, including a 9.22% drop in the latest session. That session came right after a hot inflation report drove the 30-year Treasury yield as high as 5.63%. AI infrastructure names fell, a cloud provider falling 16% and a server maker 11%. Rising rates hit capital-hungry suppliers hardest. Coherent spent $1.103B on capex in fiscal 2026 but generated only $79.5M in operating cash flow.
Over six months, shares are down 15.98%, and the stock trades about 40% below its 52-week high of $440. Optics stocks fell on profit taking with no company news behind it. Earlier, a fiber maker’s $2B at-the-market equity offering dragged Coherent 11% lower in sympathy.
Coherent’s own results stayed strong. Coherent has beaten EPS estimates 4 consecutive times. Its latest quarter delivered non-GAAP EPS of $1.74 versus $1.6171 expected, on revenue up 33.7%.
Rosenblatt’s $500 Target Calls for Shares to Nearly Double
Mike Genovese at Rosenblatt Securities holds the highest target on Wall Street at $500.00 with a Buy rating. That target means 89.9% upside. His thesis rests on three things: an AI transceiver super-cycle, production that is sold out well in advance, and margins that expand as manufacturing scale catches up with demand.
Management’s own comments support that view. “Fiscal 27 is basically completely booked out,” the CEO said. Customer orders reach into calendar 28, and long-term agreements run through the end of the decade. Coherent expects its first quarter above $3 billion in revenue by the end of fiscal 2027. Current-quarter guidance calls for revenue of $2.20B to $2.40B and EPS of $1.85 to $2.05.
Analysts are watching specific catalysts. Indium phosphide output is set to double this quarter, one quarter ahead of plan. Co-packaged optics revenue begins ramping in fiscal Q2. Optical circuit switching targets more than $4 billion of addressable market. Management also keeps its gross margin target above 42%.
Of 24 analysts, 4 have it at Strong Buy, 15 at Buy and 5 at Hold, with zero Sells. Bernstein recently started coverage at Outperform (247 Wall St.). Still, targets are estimates and carry no guarantee. The trailing P/E of 68x against a forward P/E of 30x shows how much of the thesis depends on earnings that have yet to arrive.
Fabrinet Carries the Optics Group’s Deepest Discount
The whole peer group sold off together. Coherent’s decline is a sector event.
Lumentum (NASDAQ:LITE) fell 19.33% over the past week but remains up 143.18% year to date. At $896.33 against a $1177.34 target, implied upside is 31.4%, which is smaller than Coherent’s. Coverage is heavily bullish, with 5 Strong Buys, 18 Buys and 4 Holds.
Fabrinet (NYSE:FN) dropped 21.09% for the week and is down 13.69% year to date. At $392.93 against a $734.11 target, it shows 86.8% implied upside. Coverage is lighter, with 3 Strong Buys, 4 Buys and 2 Holds among 9 analysts.
Fabrinet carries the largest consensus upside in the group. Coherent sits in the middle, offering a bigger discount than Lumentum with wider coverage than Fabrinet.
Coherent Still Beats the S&P 500 Despite the Slide
At $263.23, Coherent trades well below the $412.52 consensus target, leaving 56.7% implied upside across 24 covering analysts.
The six-month decline of 15.98% hides a strong year. Shares are up 42.62% year to date, while the S&P 500 has gained 12.86%. Over one year, Coherent is up 140.68%.
Coherent’s Booked Backlog Outweighs the Rate Risk
The bullish case improves if Coherent keeps converting its sold-out backlog into revenue on schedule and gross margin keeps climbing toward 42%. The outlook weakens if long-term rates keep rising, the heavy capex keeps burning cash, or hyperscaler spending cools off before co-packaged optics and optical circuit switching reach scale.
A $3 billion quarter and margin expansion would make the consensus target look conservative. On the risk side, Coherent carries about $3.2B of long-term debt and a beta of 2.113, so every move in rates gets amplified.
Contracted demand into calendar 2028 suggests this selloff reflects a rate and sentiment reset. The stock’s high beta points to continued volatility.
Contact [email protected] for any questions or corrections.
Gartner očekává, že do konce dekády přestane 80 % poskytovatelů cloudových služeb pro AI fungovat samostatně; akcie IREN a CoreWeave ráno klesly o 5 %, Nebius o 4 %.
Gartner just dropped a report predicting most AI cloud providers will lose their independence before the decade ends, and three neocloud stocks are already paying the price this morning as investors weigh whether the business model itself is broken.
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock is among the hardest hit. IREN stock is down 5% to $28.94 this morning. Similarly, CoreWeave (NASDAQ:CRWV) stock is falling 5% to $62.26, matching the drop in IREN shares.
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is down 4% to $177.68, a slightly smaller decline than IREN and CoreWeave shares are posting. Broader cloud and technology funds are falling by less than that. The First Trust Cloud Computing ETF (NASDAQ:SKYY) is down 3% to $159.92, even though CoreWeave stock ranks among its larger holdings.
Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is decline 1% to $719.84, a far softer loss for large-cap tech. That gap between the two funds and IREN, CoreWeave and Nebius shares marks a repricing of the neocloud business model as a whole. Shares of IREN, CoreWeave and Nebius are trading as a single block built on the same funding assumptions.
Gartner Sees Most Neoclouds Losing Independence Gartner’s report, published yesterday, predicts that 80% of neocloud providers will cease to operate independently by the end of the decade if AI infrastructure spending keeps running at its current pace. The research firm argues that revenue from AI data centers will fall well short of what the expansion costs, and large, diversified cloud operators are better placed to absorb that shortfall than asset-light neoclouds, according to the report.
Company risk disclosures line up with that thesis, since IREN has flagged significant customer concentration and GPU and hardware supply constraints among its key risks. Nebius leans on a small group of large customers for much of its revenue, while CoreWeave carries a heavy debt load relative to its equity.
One Business Model Behind Three Selloffs IREN builds and operates data centers and rents computing capacity to AI customers. Originally a cryptocurrency miner, IREN is converting its sites to AI cloud work and has already delivered liquid-cooled capacity to a major hyperscale customer. It also earned top-tier partner status from its main GPU supplier on that chipmaker’s newest rack-scale systems.
CoreWeave rents that capacity at larger scale as a pure cloud provider, serving leading AI labs and some of the biggest names in technology. Nebius runs a comparable full-stack AI cloud platform, backed by a strategic equity investment from a leading chipmaker and long-term agreements with a large social media company.
Supporters of the group point to AI compute demand that still exceeds supply, and IREN has stated that its capacity for this year is largely sold out. Skeptics focus on the gap Gartner describes, where expansion spending runs ahead of what AI data centers bring in. The companies quietly supplying the picks and shovels for that expansion, from power to cooling to networking, are the ones we profiled in a free report on seven AI infrastructure plays that aren’t chipmakers.
Contracted Capacity Is IREN’s Next Test IREN’s next test is whether its contracted capacity converts to revenue fast enough to make the financing question academic, since every delivered deployment reduces the period in which IREN carries heavy spending without matching income, and each delay extends it. Steady delivery at IREN would also ease concerns about how the company pays for its next phase of growth.
Investors drawn to the long-term demand story should keep their position sizes modest, which leaves room for further swings. Anyone leaning bearish may prefer to trim their exposure until IREN shows that new capacity is turning into steady revenue.
Contact [email protected] for any questions or corrections.
NorthCrest Asset Management ve třetím čtvrtletí získala nový podíl ve společnosti Marvell Technology: 5 454 akcií MRVL v hodnotě přibližně 1,498 milionu USD.
NorthCrest Asset Manangement LLC bought a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 5,454 shares of the semiconductor company’s stock, valued at approximately $1,498,000.
Several other hedge funds have also made changes to their positions in the company. Cape ANN Savings Bank raised its holdings in shares of Marvell Technology by 2.3% in the 2nd quarter. Cape ANN Savings Bank now owns 2,245 shares of the semiconductor company’s stock valued at $669,000 after purchasing an additional 50 shares in the last quarter. Arlington Trust Co LLC lifted its position in shares of Marvell Technology by 24.1% in the 2nd quarter. Arlington Trust Co LLC now owns 268 shares of the semiconductor company’s stock worth $80,000 after purchasing an additional 52 shares during the period. GoalVest Advisory LLC boosted its stake in shares of Marvell Technology by 26.0% during the second quarter. GoalVest Advisory LLC now owns 315 shares of the semiconductor company’s stock valued at $94,000 after purchasing an additional 65 shares in the last quarter. Mayflower Financial Advisors LLC boosted its stake in shares of Marvell Technology by 1.7% during the first quarter. Mayflower Financial Advisors LLC now owns 4,109 shares of the semiconductor company’s stock valued at $407,000 after purchasing an additional 68 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its holdings in Marvell Technology by 12.9% during the first quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock valued at $62,000 after buying an additional 72 shares during the period. 83.51% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes A number of brokerages recently commented on MRVL. The Goldman Sachs Group reissued a “neutral” rating and issued a $270.00 price objective on shares of Marvell Technology in a research note on Wednesday, October 7th. Wolfe Research upped their target price on Marvell Technology from $280.00 to $375.00 and gave the stock an “outperform” rating in a report on Wednesday, October 7th. Piper Sandler increased their target price on Marvell Technology from $270.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, October 7th. HC Wainwright reiterated a “buy” rating on shares of Marvell Technology in a report on Tuesday, August 25th. Finally, Morgan Stanley lifted their price target on Marvell Technology from $268.00 to $300.00 and gave the company an “equal weight” rating in a report on Wednesday, October 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Marvell Technology presently has an average rating of “Moderate Buy” and an average target price of $327.36.
Check Out Our Latest Analysis on MRVL Insiders Place Their Bets In other news, COO Chris Koopmans sold 10,000 shares of the business’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $262.05, for a total transaction of $2,620,500.00. Following the sale, the chief operating officer owned 207,941 shares in the company, valued at approximately $54,490,939.05. The trade was a 4.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Murphy sold 7,500 shares of the business’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $223.39, for a total value of $1,675,425.00. Following the sale, the chief executive officer owned 775,686 shares in the company, valued at $173,280,495.54. The trade was a 0.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 46,100 shares of company stock valued at $10,205,174. 0.12% of the stock is currently owned by corporate insiders.
Marvell Technology Stock Performance Shares of MRVL stock opened at $245.28 on Thursday. The business’s fifty day simple moving average is $240.34 and its 200-day simple moving average is $215.00. The company has a market cap of $215.09 billion, a PE ratio of 80.95, a PEG ratio of 8.01 and a beta of 2.26. The company has a current ratio of 3.17, a quick ratio of 2.62 and a debt-to-equity ratio of 0.27. Marvell Technology, Inc. has a 12-month low of $70.68 and a 12-month high of $329.88.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.93 by $0.01. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%. The firm had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.72 billion. During the same quarter in the prior year, the business posted $0.67 EPS. The business’s revenue for the quarter was up 36.5% compared to the same quarter last year. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. Analysts expect that Marvell Technology, Inc. will post 3.05 earnings per share for the current fiscal year.
Marvell Technology Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Friday, October 9th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Friday, October 9th. Marvell Technology’s dividend payout ratio (DPR) is currently 7.92%.
Key Stories Impacting Marvell Technology Here are the key news stories impacting Marvell Technology this week:
Positive Sentiment: Marvell raised its fiscal 2028 revenue target to approximately $20 billion, above Wall Street’s prior estimate of $18.2 billion. Management also outlined a potential $70 billion–$90 billion revenue opportunity by fiscal 2031, supported by custom silicon, AI connectivity and optical products. Marvell Raises Its 2028 Revenue Target Positive Sentiment: The company introduced new connectivity products, including a 3.2-terabit protocol-aware retimer and a second-generation 1.6-terabit active electrical cable DSP, aimed at the bandwidth and power-efficiency needs of AI data centers. It also announced six-channel CXL memory expansion solutions for AI accelerators. Marvell Bolsters Connectivity Portfolio Positive Sentiment: Marvell, Microsoft and Oracle formed an Open Compute Project working group to develop standardized hardware security specifications for hyperscale data centers, strengthening Marvell’s relationships with major cloud customers. Marvell, Microsoft and Oracle Establish Security Group Positive Sentiment: Erste Group raised its fiscal 2028 EPS estimate for Marvell to $6.10 from $5.38, reflecting improving expectations for the company’s growth trajectory. Neutral Sentiment: Analysts and financial commentators remain broadly optimistic, citing Marvell’s custom silicon and connectivity exposure, but the stock’s rapid year-to-date appreciation has increased expectations and sensitivity to disappointing news. Broadcom Versus Marvell Technology Negative Sentiment: MRVL was pressured by a wider AI-chip selloff, investor caution ahead of inflation data and profit-taking following its large rally. The stock also faced reports of insider selling, adding to near-term sentiment concerns. Marvell Stock Price Down After Insider Selling (Free Report)
Marvell Technology, Inc (NASDAQ: MRVL) is a fabless semiconductor company that develops technologies for data infrastructure. Its products are used to move, process, store and secure data across cloud data centers, enterprise networks, telecommunications systems, automotive platforms and other communications applications.
The company’s portfolio includes custom application-specific integrated circuits, data processing and networking solutions, Ethernet products, storage controllers, optical and electro-optical components, and connectivity technologies.
Featured Stories Five stocks we like better than Marvell Technology Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know
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Avior Wealth Management LLC bought a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 5,241 shares of the semiconductor company’s stock, valued at approximately $1,385,000.
A number of other large investors also recently bought and sold shares of the company. Hilton Head Capital Partners LLC lifted its holdings in Marvell Technology by 978.3% in the first quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company’s stock worth $25,000 after acquiring an additional 225 shares during the last quarter. C M Bidwell & Associates Ltd. purchased a new position in shares of Marvell Technology in the second quarter worth approximately $27,000. MidFirst Bank purchased a new position in Marvell Technology during the 4th quarter valued at about $28,000. Aberdeen Wealth Management LLC acquired a new stake in shares of Marvell Technology during the 2nd quarter valued at about $30,000. Finally, Marquette Asset Management LLC acquired a new position in shares of Marvell Technology during the 3rd quarter worth $30,000. Institutional investors own 83.51% of the company’s stock.
Insider Buying and Selling In related news, CAO Justin Scarpulla sold 1,100 shares of the business’s stock in a transaction on Thursday, October 8th. The stock was sold at an average price of $273.59, for a total transaction of $300,949.00. Following the sale, the chief accounting officer owned 909 shares in the company, valued at $248,693.31. The trade was a 54.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $262.05, for a total transaction of $2,620,500.00. Following the transaction, the chief operating officer directly owned 207,941 shares of the company’s stock, valued at $54,490,939.05. The trade was a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 46,100 shares of company stock worth $10,205,174 in the last 90 days. Insiders own 0.12% of the company’s stock.
Marvell Technology Stock Performance NASDAQ:MRVL opened at $245.28 on Thursday. Marvell Technology, Inc. has a fifty-two week low of $70.68 and a fifty-two week high of $329.88. The stock has a fifty day moving average price of $240.34 and a 200-day moving average price of $215.00. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.62 and a current ratio of 3.17. The company has a market cap of $215.09 billion, a price-to-earnings ratio of 80.95, a PEG ratio of 8.01 and a beta of 2.26. Marvell Technology (NASDAQ:MRVL – Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.72 billion. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The business’s revenue for the quarter was up 36.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. As a group, equities analysts anticipate that Marvell Technology, Inc. will post 3.05 EPS for the current fiscal year.
Marvell Technology Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Investors of record on Friday, October 9th will be issued a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology’s payout ratio is 7.92%.
Marvell Technology News Roundup Here are the key news stories impacting Marvell Technology this week:
Positive Sentiment: Marvell raised its fiscal 2028 revenue target to approximately $20 billion, above Wall Street’s prior estimate of $18.2 billion. Management also outlined a potential $70 billion–$90 billion revenue opportunity by fiscal 2031, supported by custom silicon, AI connectivity and optical products. Marvell Raises Its 2028 Revenue Target Positive Sentiment: The company introduced new connectivity products, including a 3.2-terabit protocol-aware retimer and a second-generation 1.6-terabit active electrical cable DSP, aimed at the bandwidth and power-efficiency needs of AI data centers. It also announced six-channel CXL memory expansion solutions for AI accelerators. Marvell Bolsters Connectivity Portfolio Positive Sentiment: Marvell, Microsoft and Oracle formed an Open Compute Project working group to develop standardized hardware security specifications for hyperscale data centers, strengthening Marvell’s relationships with major cloud customers. Marvell, Microsoft and Oracle Establish Security Group Positive Sentiment: Erste Group raised its fiscal 2028 EPS estimate for Marvell to $6.10 from $5.38, reflecting improving expectations for the company’s growth trajectory. Neutral Sentiment: Analysts and financial commentators remain broadly optimistic, citing Marvell’s custom silicon and connectivity exposure, but the stock’s rapid year-to-date appreciation has increased expectations and sensitivity to disappointing news. Broadcom Versus Marvell Technology Negative Sentiment: MRVL was pressured by a wider AI-chip selloff, investor caution ahead of inflation data and profit-taking following its large rally. The stock also faced reports of insider selling, adding to near-term sentiment concerns. Marvell Stock Price Down After Insider Selling Wall Street Analysts Forecast Growth Several equities analysts recently weighed in on MRVL shares. Wolfe Research boosted their price objective on Marvell Technology from $280.00 to $375.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 7th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $270.00 target price on shares of Marvell Technology in a report on Wednesday, October 7th. Bank of America lifted their price objective on Marvell Technology from $240.00 to $365.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Stifel Nicolaus increased their price objective on Marvell Technology from $350.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, October 7th. Finally, Weiss Ratings raised Marvell Technology from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, October 2nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $327.36.
Read Our Latest Stock Report on MRVL
Marvell Technology Profile (Free Report)
Marvell Technology, Inc (NASDAQ: MRVL) is a fabless semiconductor company that develops technologies for data infrastructure. Its products are used to move, process, store and secure data across cloud data centers, enterprise networks, telecommunications systems, automotive platforms and other communications applications.
The company’s portfolio includes custom application-specific integrated circuits, data processing and networking solutions, Ethernet products, storage controllers, optical and electro-optical components, and connectivity technologies.
Read More Five stocks we like better than Marvell Technology Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know Want to see what other hedge funds are holding MRVL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marvell Technology, Inc. (NASDAQ:MRVL – Free Report).
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Společnost Procore Technologies si vybrala řešení COMPASS od Bespoke Metrics jako preferované řešení pro prověřování subdodavatelů a zpřístupnila službu Prequal for All všem zákazníkům Procore.
Prequal for All Gives Risk Teams and Project Teams One Source of Subcontractor Risk
, /PRNewswire/ -- Bespoke Metrics today announced that Procore Technologies, Inc. (NYSE: PCOR), a leading global provider of construction management software, has named COMPASS its preferred subcontractor prequalification solution. The expanded partnership launches Prequal for All and is available to Procore customers today.
Prequal for All makes COMPASS prequalification available to every general contractor and subcontractor working in Procore. Subcontractors complete one standardized prequalification profile, keep it current, and share it with any general contractor they choose, joining more than 150,000 subcontractors already on COMPASS.
COMPASS analyzes each subcontractor's financial, safety, insurance, and operational information and produces the COMPASS Q Score (the Construction Credit Score) with recommended prequalification outcomes. Risk teams set standards and review exceptions in COMPASS, while project teams see the results in Procore, where work is bid and awarded.
"Prequalification is a critical risk management function that demands purpose-built tools and a data-rich platform," said Geoff Lewis, Senior Vice President of Product at Procore. "By deepening our partnership with Bespoke Metrics, and further integrating their insights directly into Procore's AI-powered platform, we are able to replace passive, static forms with active, modern risk intelligence. Together, we are enhancing the value we deliver to mutual customers by enabling them to make smarter and faster risk management decisions."
COMPASS is one of the first partners connected to Procore through the Model Context Protocol (MCP), the emerging standard for how AI systems share information. Bespoke Metrics and Procore are building on that connection with agentic AI prequalification, starting with a COMPASS Risk Agent expected later this year. From bid to award, this new agent will enable project teams to see where every subcontractor stands without leaving Procore.
The principle is simple: risk intelligence should travel, sensitive data should not. Subcontractors control which general contractors can see their COMPASS profile, and their financial statements stay in COMPASS. What reaches Procore is the result: the Q Score and prequalification outcomes.
"Lenders don't lend without a credit score. Yet construction still qualifies most of its trade partners with a stack of forms," said Michael Ho, Founder and CEO of Bespoke Metrics. "Making COMPASS the preferred prequalification solution inside Procore puts an independent risk rating at the center of how contractors choose who they build with. That's good for general contractors, and even better for the subcontractors who earn it."
About Bespoke Metrics
COMPASS by Bespoke Metrics is the largest global construction prequalification network, connecting 400+ general contractors and 150,000+ subcontractors across 33 countries and representing more than $1 trillion in annual construction volume. COMPASS applies a standardized approach to data collection, verification, and subcontractor assessment to manage risk across the construction supply chain. Subcontractors maintain one secure profile, control which General Contractors can access it, and generate their COMPASS Q Score (the Construction Credit Score) reflecting their operational expertise, financial capacity, and health and safety track record. Learn more at compass.bespokemetrics.com.
Paychex zvýšil čtvrtletní dividendu o 10 % na 1,19 USD, přestože jeho akcie za rok klesly o 12 %. Výplata dividend představovala 63 % provozního peněžního toku.
Paychex has raised its dividend every spring since the pandemic while its stock quietly lost ground, and the math behind that arrangement is more unusual than most income investors realize.
Paychex (NASDAQ:PAYX | PAYX Price Prediction) shares closed Wednesday at $108.37. That is 12% lower than a year ago. The dividend went the other direction. In May the quarterly payout rose to $1.19 from $1.08, an increase of about 10%. The forward annual rate of $4.76 gives a yield of roughly 4.4%. Retirees should care less about the yield and more about where the cash comes from.
Recurring Fees Pay the Bills Paychex serves about 840,000 customers and pays 1 in 11 U.S. private sector workers. Payroll is a monthly bill that businesses rarely skip. In fiscal 2026 that model produced $2.5567B in operating cash flow, while dividends totaled $1.6 billion. Dividends therefore used about 63% of operating cash. Measured against GAAP EPS of $5.51, the $4.43 per share paid out comes to roughly 80%. That is a full payout, but the cash flow covers it.
Chief Executive John Gibson tied the payout directly to that cash generation:
“Our durable business model and strong cash generation enabled us to return $2.2 billion to shareholders this fiscal year while continuing to invest in innovation and future growth.”
The raise history supports him. Since 2021, the quarterly dividend has moved up every spring: $0.66, $0.79, $0.89, $0.98, $1.08 and $1.19. The payout stayed flat at $0.62 through 2020, so the current run of raises began after the pandemic. That steady spring bump is exactly the kind of check retirees try to live on without touching shares, the structure we laid out in a free dividend ladder guide.
A Float Lever Most Investors Miss Paychex holds client payroll money for a short time before paying it out, and it earns interest on those balances. That line brought in $49.8M last quarter. After the Fed raised its target rate to 4.00%, management lifted its fiscal 2027 float guidance to $200M-$210M. Rate cuts would reverse that gain.
How It Compares With ADP and Paycom Automatic Data Processing (NASDAQ:ADP) paid $2,626.3 million in dividends in fiscal 2026 and bought back $2,083.3 million of stock. ADP’s chief executive, Maria Black, presents trust as the product:
“ADP’s strong fiscal 2026 performance is grounded in the long-term value that matters most to our clients: trust.”
Paycom Software (NYSE:PAYC) takes the opposite approach. Last quarter it paid $17.9 million in dividends and spent $345.9 million on buybacks, after taking on $900 million in new borrowings. For Paycom, the dividend is a side item. For Paychex, it is the main way cash goes back to shareholders.
Chief Financial Officer Bob Schrader put it plainly:
“Our capital allocation strategy is centered on delivering long-term shareholder value.”
Management listed sustained dividend growth as a stated priority.
Small-Business Jobs Are the Real Risk Paychex’s customers are mostly small businesses, and Gibson describes the client base as 70% blue-gray-collar. When those employers cut staff or close, fee revenue and float balances fall together. That combined hit is the danger. Gibson describes conditions as “low fire, low hire” and said Paychex has “not seen anything in the macro environment” pointing to a recession. Debt from the Paycor deal also stands at about $4.6 billion.
Verdict: Durable, With One Tripwire The dividend appears durable. Fees cover it, PEO growth of 12% is adding sticky revenue, and adjusted EPS is guided to grow 7%-9%. One change would alter that view: a falling client count combined with Fed rate cuts, because that would shrink fees and float together. Until both happen, the next spring raise remains the base case.
Contact [email protected] for any questions or corrections.
GE HealthCare's MINItrace™ Magni achieves CE Mark; Copper-64 expands PETtrace™ Solid Target Platform beyond Gallium-68 GE HealthCare (Nasdaq: GEHC) today announced that its MINItrace Magni cyclotron has achieved CE Mark and that its PETtrace Solid Target Platform is expanding beyond Gallium-68 with support for Copper-64 (⁶⁴Cu) production. Together, the developments reflect the company’s focus on helping institutions build the production capabilities behind their molecular imaging programs—from establishing local PET radioisotope production to supporting research into emerging radiopharmaceuticals.
For healthcare providers building or expanding a positron emission tomography (PET) program, access to tracers is an important consideration. Many PET radioisotopes have short half-lives, making proximity between production and use a factor in supply planning. Cyclotrons produce these radioisotopes, which can then be incorporated into radiotracers used in PET imaging. Local production can give providers greater control over supply and scheduling while reducing reliance on external production and transportation.
“The molecular imaging landscape is being reshaped by the expansion of theranostics, the introduction of new PET tracers, and demand across oncology, neurology and cardiology,” said Erez Levy, Vice President of Molecular Imaging at GE HealthCare. “As tracer portfolios broaden, healthcare providers need reliable access to radioisotopes and the flexibility to respond to changing clinical needs. That calls for a longer-term view of radiopharmaceutical production—one that supports established services while allowing institutions to prepare for new clinical and research applications.”
MINItrace™ Magni: supporting local production through compact design and automation
For institutions seeking to establish or expand in-house production, MINItrace Magni brings together a compact, self-shielded design and simplified operation. The cyclotron is designed to produce Fluorine-18 (¹⁸F), Carbon-11 (¹¹C), Oxygen-15 (¹⁵O) and Nitrogen-13 (¹³N) for PET tracers. Its CE Mark represents an important milestone for a system designed around the needs of in-house PET radioisotope production.
Aiming to help extend day-to-day operations, MINItrace Magni features an intuitive user interface and a three-click workflow designed to streamline routine production steps. Automated features are intended to simplify setup and operation, including auto-tuning, which prepares the cyclotron and targets, tunes the beam and manages target irradiation.
Producing the radioisotope is only one part of preparing a PET tracer. When used with GE HealthCare’s TRACERcenter Solutions, MINItrace Magni is designed to support a broader PET radiopharmacy workflow based on an institution’s clinical, operational and tracer-production needs. This approach supports providers in developing tailored local radiopharmaceutical capabilities aligned to the specific requirements of their molecular imaging programs, while considering both current and future departmental needs to create a sustainable holistic solution.
Copper-64: broadening the possibilities for PETtrace production
Alongside decisions about where to produce radioisotopes, institutions must consider which radioisotopes their programs will need. For those seeking to broaden their production capabilities, the addition of Copper-64 extends the PETtrace Solid Target Platform beyond the production of Gallium-68, for which it was introduced in 2022, and Zirconium-89, which was made available in early 2026. The capability broadens the range of isotopes that may be produced using PETtrace cyclotron infrastructure, allowing customers to build on the platform as their isotope needs evolve.
Copper-64’s relevance includes exploring its potential role in connecting imaging with investigational therapeutic applications. It enables PET imaging and is also being studied with investigational Copper-67 agents as a potential diagnostic and therapeutic pair. This research sits within the broader field of theranostics, which connects molecular imaging with targeted radionuclide therapy. Clinical research is evaluating Copper-64-labeled compounds in areas including prostate cancer and HER2-positive breast cancer.
Supporting that work involves more than the cyclotron alone. GE HealthCare’s capabilities in cyclotrons, targetry, radiochemistry synthesis, molecular imaging and services are intended to help institutions establish solid-target production as part of a broader radiopharmacy workflow.
“A molecular imaging program needs a plan for the tracers it uses today and the ones it may want to explore tomorrow,” said Nicolas Durand-Schaefer, General Manager, Molecular Imaging, International, GE HealthCare. “MINItrace Magni’s CE Mark is an important milestone for a compact, versatile cyclotron designed to support local radioisotope production and enable healthcare providers to build radiopharmacy capabilities without the need for large-scale production infrastructure. Adding Copper-64 to PETtrace broadens the platform’s capabilities to support copper-based imaging and theranostics research. Our focus is on helping institutions connect the practical demands of running a radiopharmacy with their longer-term clinical and research ambitions.”
Both developments build on more than 40 years of GE HealthCare experience in cyclotron and PET radiopharmacy technologies, extending the company’s focus on the production capabilities and workflows that support molecular imaging.
For more information about GE HealthCare’s PET radiopharmacy solutions, visit gehealthcare.com or meet with company representatives in the GE HealthCare booth at the European Association of Nuclear Medicine’s 2026 Annual Meeting, October 17-21 in Vienna, Austria.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics, and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Krilogy Financial LLC boosted its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 321.5% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 14,853 shares of the company’s stock after purchasing an additional 11,329 shares during the period. Krilogy Financial LLC’s holdings in Datadog were worth $4,067,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DDOG. Janus Henderson Group PLC boosted its stake in shares of Datadog by 22.8% in the 1st quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after buying an additional 1,439,082 shares during the last quarter. First Trust Advisors LP boosted its stake in shares of Datadog by 81.5% in the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after buying an additional 1,654,429 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Datadog by 30.3% in the first quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock valued at $312,340,000 after acquiring an additional 615,090 shares in the last quarter. Employees Provident Fund Board bought a new position in shares of Datadog in the fourth quarter valued at approximately $251,582,000. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Datadog by 162.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,571,018 shares of the company’s stock valued at $185,459,000 after acquiring an additional 971,910 shares in the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.
Insider Activity at Datadog In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $253.36, for a total transaction of $13,659,144.32. Following the completion of the transaction, the chief technology officer directly owned 509,805 shares of the company’s stock, valued at approximately $129,164,194.80. This represents a 9.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total value of $36,452,596.11. Following the completion of the sale, the chief executive officer directly owned 612,747 shares of the company’s stock, valued at $175,680,692.37. This represents a 17.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 991,988 shares of company stock worth $241,440,796. 6.48% of the stock is owned by company insiders.
Datadog Stock Down 4.9% DDOG opened at $269.33 on Thursday. The company has a quick ratio of 3.20, a current ratio of 3.20 and a debt-to-equity ratio of 0.23. The stock has a market cap of $96.71 billion, a price-to-earnings ratio of 464.49, a PEG ratio of 27.65 and a beta of 1.51. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $300.68. The company’s 50-day moving average price is $245.68 and its two-hundred day moving average price is $220.01. Datadog (NASDAQ:DDOG – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.65 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the prior year, the firm earned $0.46 EPS. The company’s revenue was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, equities analysts expect that Datadog, Inc. will post 0.70 earnings per share for the current year.
Analyst Upgrades and Downgrades A number of analysts recently commented on DDOG shares. Citigroup increased their price target on Datadog from $300.00 to $305.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Barclays boosted their price objective on Datadog from $290.00 to $300.00 and gave the stock an “overweight” rating in a research report on Tuesday. FBN Securities started coverage on Datadog in a research note on Friday, October 2nd. They issued an “outperform” rating and a $325.00 price objective for the company. TD Cowen upped their price objective on Datadog from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Finally, Robert W. Baird set a $300.00 target price on Datadog in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average target price of $280.51.
Get Our Latest Research Report on Datadog
About Datadog (Free Report)
Datadog, Inc is a software company that provides a cloud-based monitoring, observability and security platform. Its services help organizations collect, analyze and visualize data from applications, infrastructure, networks, databases and other technology environments, enabling them to identify performance issues, manage incidents and improve digital services.
The company’s product offerings include infrastructure monitoring, application performance monitoring, log management, database and network monitoring, real user and synthetic experience monitoring, cloud security, software supply chain security, incident management and workflow automation.
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First Citizens Bank & Trust Co. bought a new position in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 32,279 shares of the company’s stock, valued at approximately $5,925,000.
A number of other hedge funds also recently added to or reduced their stakes in DASH. Krilogy Financial LLC grew its stake in DoorDash by 407.0% during the 3rd quarter. Krilogy Financial LLC now owns 7,945 shares of the company’s stock worth $1,458,000 after purchasing an additional 6,378 shares in the last quarter. NorthCrest Asset Manangement LLC purchased a new stake in DoorDash during the 3rd quarter worth about $1,354,000. Eastern Bank purchased a new stake in DoorDash during the 3rd quarter worth about $69,000. QRG Capital Management Inc. raised its position in DoorDash by 191.2% in the 2nd quarter. QRG Capital Management Inc. now owns 251,374 shares of the company’s stock valued at $46,386,000 after purchasing an additional 165,039 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its position in DoorDash by 501.7% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 29,211 shares of the company’s stock valued at $5,390,000 after purchasing an additional 24,356 shares in the last quarter. 90.64% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes Several equities analysts have recently issued reports on the company. Argus lifted their price objective on DoorDash from $190.00 to $270.00 in a research note on Thursday, August 27th. UBS Group reissued a “buy” rating and set a $295.00 price objective on shares of DoorDash in a research report on Tuesday, September 8th. TD Cowen upped their target price on shares of DoorDash from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Scotiabank initiated coverage on shares of DoorDash in a report on Wednesday, September 9th. They issued a “sector outperform” rating and a $275.00 target price on the stock. Finally, Barclays cut shares of DoorDash from an “equal weight” rating to a “strong sell” rating in a report on Monday, August 24th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and an average price target of $254.95.
Check Out Our Latest Report on DASH Insider Buying and Selling at DoorDash In other news, CEO Tony Xu sold 29,567 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $230.00, for a total transaction of $6,800,410.00. Following the sale, the chief executive officer owned 1,500 shares of the company’s stock, valued at approximately $345,000. This trade represents a 95.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ravi Inukonda sold 19,505 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $220.62, for a total value of $4,303,193.10. Following the sale, the chief financial officer directly owned 232,938 shares in the company, valued at $51,390,781.56. This trade represents a 7.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 393,998 shares of company stock worth $85,861,330. Corporate insiders own 44.90% of the company’s stock.
DoorDash Stock Performance Shares of DASH stock opened at $184.01 on Thursday. The company has a market cap of $79.73 billion, a P/E ratio of 96.34 and a beta of 1.90. The firm has a fifty day moving average price of $205.78 and a 200 day moving average price of $183.57. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 12 month low of $143.30 and a 12 month high of $285.50.
DoorDash (NASDAQ:DASH – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.01). DoorDash had a net margin of 5.29% and a return on equity of 8.48%. The business had revenue of $4.45 billion during the quarter, compared to analyst estimates of $4.34 billion. During the same quarter in the prior year, the business earned $0.65 earnings per share. The firm’s quarterly revenue was up 35.6% on a year-over-year basis. Sell-side analysts predict that DoorDash, Inc. will post 2.51 earnings per share for the current fiscal year.
Key DoorDash News Here are the key news stories impacting DoorDash this week:
Positive Sentiment: DoorDash is partnering with Woolworths Group to bring BIG W to its Australian marketplace, offering more than 35,000 everyday products with delivery in as little as 60 minutes. The agreement expands DoorDash’s retail selection and supports its strategy of increasing order frequency beyond restaurant delivery. BIG W Lands on DoorDash App Positive Sentiment: DoorDash launched an on-demand delivery collaboration with SKIMS, giving customers access to apparel and related products. The partnership, supported by Kim Kardashian-focused marketing, could improve consumer awareness of DoorDash’s non-food offerings. SKIMS and DoorDash Partnership Positive Sentiment: DoorDash is expanding into Geraldton, Kalgoorlie and Horsham in Australia, indicating continued investment in regional coverage and potential long-term marketplace growth. DoorDash Regional Australian Expansion About DoorDash (Free Report)
DoorDash, Inc is a technology company that operates a local commerce platform connecting consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its DoorDash app and website, customers can discover businesses, place orders for delivery or pickup, and access related services. The company also provides merchants with tools for online ordering, logistics, customer engagement, advertising and business analytics.
DoorDash generates additional activity through subscription programs such as DashPass, which provides participating customers with delivery-related benefits, and through its logistics and commerce solutions for merchants.
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NorthCrest Asset Manangement LLC bought a new position in DoorDash, Inc. (NASDAQ:DASH – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 7,378 shares of the company’s stock, valued at approximately $1,354,000.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Washington Trust Advisors Inc. increased its position in shares of DoorDash by 81.0% in the second quarter. Washington Trust Advisors Inc. now owns 143 shares of the company’s stock valued at $26,000 after acquiring an additional 64 shares during the period. Premier Path Wealth Partners LLC raised its stake in shares of DoorDash by 2.7% during the second quarter. Premier Path Wealth Partners LLC now owns 2,520 shares of the company’s stock valued at $465,000 after acquiring an additional 67 shares during the last quarter. V Square Quantitative Management LLC raised its stake in shares of DoorDash by 3.3% during the first quarter. V Square Quantitative Management LLC now owns 2,327 shares of the company’s stock valued at $349,000 after acquiring an additional 74 shares during the last quarter. Rehmann Capital Advisory Group raised its stake in shares of DoorDash by 8.0% during the fourth quarter. Rehmann Capital Advisory Group now owns 1,107 shares of the company’s stock valued at $251,000 after acquiring an additional 82 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB boosted its holdings in shares of DoorDash by 14.1% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 850 shares of the company’s stock worth $157,000 after purchasing an additional 105 shares during the period. 90.64% of the stock is currently owned by institutional investors.
Insider Buying and Selling In related news, Director Andy Fang sold 15,000 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $228.31, for a total value of $3,424,650.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Prabir Adarkar sold 55,289 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $231.76, for a total value of $12,813,778.64. Following the completion of the sale, the chief operating officer directly owned 930,211 shares in the company, valued at approximately $215,585,701.36. The trade was a 5.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 393,998 shares of company stock worth $85,861,330 over the last quarter. Company insiders own 44.90% of the company’s stock.
Analyst Ratings Changes Several analysts recently issued reports on the company. Scotiabank started coverage on DoorDash in a research note on Wednesday, September 9th. They issued a “sector outperform” rating and a $275.00 target price on the stock. Barclays downgraded DoorDash from an “equal weight” rating to a “strong sell” rating in a report on Monday, August 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of DoorDash in a research report on Friday, August 7th. Jefferies Financial Group upped their price target on DoorDash from $225.00 to $250.00 and gave the company a “buy” rating in a research report on Tuesday, August 11th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of DoorDash in a report on Thursday, September 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $254.95. Read Our Latest Report on DoorDash
DoorDash Stock Performance Shares of DASH opened at $184.01 on Thursday. The company has a 50-day simple moving average of $205.78 and a two-hundred day simple moving average of $183.57. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.37 and a quick ratio of 1.37. The firm has a market capitalization of $79.73 billion, a PE ratio of 96.34 and a beta of 1.90. DoorDash, Inc. has a one year low of $143.30 and a one year high of $285.50.
DoorDash (NASDAQ:DASH – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.01). DoorDash had a return on equity of 8.48% and a net margin of 5.29%. The firm had revenue of $4.45 billion for the quarter, compared to analysts’ expectations of $4.34 billion. During the same quarter last year, the company posted $0.65 EPS. The firm’s revenue was up 35.6% on a year-over-year basis. On average, analysts anticipate that DoorDash, Inc. will post 2.51 EPS for the current fiscal year.
DoorDash News Summary Here are the key news stories impacting DoorDash this week:
Positive Sentiment: DoorDash is partnering with Woolworths Group to bring BIG W to its Australian marketplace, offering more than 35,000 everyday products with delivery in as little as 60 minutes. The agreement expands DoorDash’s retail selection and supports its strategy of increasing order frequency beyond restaurant delivery. BIG W Lands on DoorDash App Positive Sentiment: DoorDash launched an on-demand delivery collaboration with SKIMS, giving customers access to apparel and related products. The partnership, supported by Kim Kardashian-focused marketing, could improve consumer awareness of DoorDash’s non-food offerings. SKIMS and DoorDash Partnership Positive Sentiment: DoorDash is expanding into Geraldton, Kalgoorlie and Horsham in Australia, indicating continued investment in regional coverage and potential long-term marketplace growth. DoorDash Regional Australian Expansion DoorDash Profile (Free Report)
DoorDash, Inc is a technology company that operates a local commerce platform connecting consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its DoorDash app and website, customers can discover businesses, place orders for delivery or pickup, and access related services. The company also provides merchants with tools for online ordering, logistics, customer engagement, advertising and business analytics.
DoorDash generates additional activity through subscription programs such as DashPass, which provides participating customers with delivery-related benefits, and through its logistics and commerce solutions for merchants.
See Also Five stocks we like better than DoorDash Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know
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Modelová studie společnosti Guardant Health ukázala, že krevní test Shield by u 1 000 lidí za celý život zabránil 12 úmrtím na kolorektální karcinom, ve srovnání se 6 u testu FIT a 9 u mt-sDNA.
Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, today announced the company and its research collaborators presented new data showing the critical role of blood-based testing in increasing overall colorectal cancer (CRC) screening and follow-up colonoscopy adherence at the American College of Gastroenterology (ACG) 2026 Annual Meeting in Nashville, Tennessee.
A modeling study looking at individuals 45 to 75 over a lifetime projected the health outcomes of blood-based testing compared to other non-invasive tests using real-world evidence for follow-up colonoscopy adherence, showing that blood-based screening may increase rather than lower the need for colonoscopy by bringing more patients into the screening pathway. With longitudinal test adherence and real-world follow-up colonoscopy adherence (FU-CY), blood-based screening increased the number of colonoscopies (679 vs. 113 and 326) and also averted more CRC deaths (12 vs. 6 and 9) compared to FIT and mt-sDNA testing per 1,000 simulated individuals during their lifetime.
Building off findings from Guardant Health’s 2025 study in Appalachia, another key study looked at clinical implementation of Shield in two rural health clinics in South Carolina which demonstrated a 99% real-world adherence rate, well above average screening adherence for overall CRC testing which ranges from 28-71%12. The notable findings reiterate the impact of blood-based tests in increasing CRC screening participation and improving outcomes, particularly for medically-underserved communities.
“Today’s research continues to reinforce the data we’ve seen across Guardant’s robust real-world evidence: blood-based screening meaningfully closes gaps in colorectal cancer screening participation with a significant lift in underserved communities that face some of the most persistent access barriers,” said Sam Asgarian, Guardant Health's VP of Clinical Affairs. “For the first time, we’ve been able to correlate the impact of real-world follow-up colonoscopies and screening adherence with the modeling studies of the Shield blood test. We're proud to present this compelling research with our collaborators at ACG and to continue to demonstrate Shield’s role as a clinically meaningful alternative to traditional screening methods.”
Shield was purpose-built to close screening gaps in population health, as the most-clinically validated blood test in market and the first blood test to receive FDA approval as a primary screening option for CRC in average-risk adults 45 and older. With more than 200,000 tests performed in real-world settings, Shield is proven to significantly increase overall CRC screening completion for patients due for CRC screening across practice and health system settings, demonstrating over 90% screening adherence.3
The full abstracts for Guardant Health and a list of all abstracts presented at the ACG Annual Meeting can be found here.
About Shield
Shield is a methylation partitioning cell-free DNA (mp-cfDNA) non-invasive, blood-based screening test that detects alterations associated with colorectal cancer in the blood. It is intended as a screening test for individuals at average risk for the disease, age 45 or older, and is not intended for individuals at high risk for colorectal cancer. The Shield test can be considered in a manner similar to guideline-recommended non-invasive CRC screening options and can be completed during any healthcare visit. A positive Shield result raises concern for the presence of colorectal cancer or advanced adenoma and the patient should be referred for colonoscopy evaluation.
About Guardant Health
Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer. For more information, visit guardanthealth.com and follow the company on LinkedIn, X (Twitter) and Facebook.
Guardant Health Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws, including statements regarding the potential utilities, values, benefits and advantages of Guardant Health’s liquid biopsy tests or assays, which involve risks and uncertainties that could cause the actual results to differ materially from the anticipated results and expectations expressed in these forward-looking statements. These statements are based on current expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors. These and additional risks and uncertainties that could affect Guardant Health’s financial and operating results and cause actual results to differ materially from those indicated by the forward-looking statements made in this press release include those discussed under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operation” and elsewhere in its Annual Report on Form 10-K for the year ended December 31, 2025 and in its other reports filed with or furnished to the Securities and Exchange Commission. The forward-looking statements in this press release are based on information available to Guardant Health as of the date hereof, and Guardant Health disclaims any obligation to update any forward-looking statements provided to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. These forward-looking statements should not be relied upon as representing Guardant Health’s views as of any date subsequent to the date of this press release.
1 Gellad ZF, Stechuchak KM, Fisher DA, et al. Longitudinal adherence to fecal occult blood testing impacts colorectal cancer screening quality. Am J Gastroenterol. 2011;106(6):1125-1134.
2 Inadomi JM, Vijan S, Janz NK, et al. Adherence to colorectal cancer screening: a randomized clinical trial of competing strategies. Arch Intern Med. 2012;172(7):575-582.
3 Graham-Adderton C, Guerra CE, Ngo-Metzger Q, Hoang T, Raymond VM. Implementation of blood-based colorectal cancer screening: real-world adherence and outcomes. Curr Med Res Opin. 2025;41(10):1915-1920. doi:10.1080/03007995.2025.2582257
View source version on businesswire.com: https://www.businesswire.com/news/home/20261015639865/en/
Finanční ředitel společnosti Verra Mobility Craig Conti odstoupí z funkce 4. listopadu 2026; firma potvrdila celoroční výhled pro rok 2026 a hledá nástupce.
Third Quarter 2026 Financial Results to be Reported on October 30, 2026
, /PRNewswire/ -- Verra Mobility Corporation (NASDAQ: VRRM), a leading provider of smart mobility technology solutions, today announced that Craig Conti will step down as Executive Vice President and Chief Financial Officer to pursue a role at a private company outside of Verra Mobility's industry, effective November 4, 2026.
The Board has begun a comprehensive search process with the assistance of a leading executive search firm, Spencer Stuart, to fill the CFO position on a permanent basis. Verra Mobility expects to appoint an interim CFO.
"I am grateful for Craig's leadership, partnership and contributions to the Company," said Jon Keyser, Interim President and CEO of Verra Mobility. "On behalf of all of us at Verra Mobility, I wish him well in his next chapter."
Mr. Conti's departure is not related to the Company's financial or operating results or to any disagreements with the Company regarding its financial, operational, accounting or reporting policies or practices.
In addition, the Company is reaffirming the 2026 full-year outlook it presented on August 5, 2026.
Third Quarter 2026 Financial Results & Full-Year 2026 Outlook
Verra Mobility will report its financial results for the third quarter ended September 30, 2026 before market open on October 30, 2026. Given the pending leadership transitions, Verra Mobility does not intend to hold a conference call in connection with the release of its third quarter financial results. The Company expects to resume its customary quarterly earnings conference calls beginning with its fourth quarter and full-year 2026 results.
About Verra Mobility
Verra Mobility Corporation (NASDAQ: VRRM) is a leading provider of smart mobility technology solutions that make transportation safer, smarter and more connected. The company sits at the center of the mobility ecosystem, bringing together vehicles, hardware, software, data and people to enable safe, efficient solutions for customers globally. Verra Mobility's transportation safety systems and parking management solutions protect lives, improve urban and motorway mobility and support healthier communities. The company also solves complex payment, utilization and compliance challenges for fleet owners and rental car companies. Headquartered in Arizona, Verra Mobility operates in North America, Europe, Asia and Australia. For more information, please visit www.verramobility.com.
Forward Looking Statements
This press release contains forward-looking statements which address our expected future business and performance, and may contain words such as "goal," "target," "future," "estimate," "expect," "anticipate," "intend," "plan," "believe," "seek," "project," "may," "should," "will" or similar expressions. Forward-looking statements include statements regarding our plans to fill the CFO position on a permanent basis and to appoint an interim CFO, any other statements about our management's future expectations, beliefs, goals, plans or prospects, and all statements other than historical facts. Forward-looking statements involve risks and uncertainties, and a number of factors could cause actual results to differ materially from those currently anticipated. These factors include, but are not limited to, the impact of negative industry and macroeconomic conditions, including inflation and higher interest rates, the impact of government actions and regulations, such as tariffs, trade protection measures, and military conflicts, on our customers or Verra Mobility; customer concentration in our Commercial Services and Government Solutions segments, including risks impacting these segments such as travel demand and legislation, and the risk of losing a customer; risks related to our contract with NYCDOT, which comprises a material portion of our revenue, including the timing of payments; risks associated with fluctuations in fleet volume under our arrangements with our significant Commercial Services customers; risks associated with the renewal of Commercial Services customer agreements or termination of any such contracts; risks related to the contractual renewal discussions with our third significant Commercial Services customer; risks and uncertainties related to our government contracts, including legislative changes, termination rights, delays in payments, audits, and investigations; decreases in the prevalence or political acceptance of, or an increase in governmental restrictions regarding, automated and other similar methods of photo enforcement, parking solutions, or the use of tolling; our ability to successfully implement our acquisition strategy or integrate acquisitions; failures in or breaches of our networks or systems, including as a result of cyber-attacks or other incidents; risks and uncertainties related to our international operations and our ability to develop and successfully market new products and technologies into new markets; our failure to acquire necessary intellectual property or adequately protect our intellectual property; our ability to manage our substantial level of indebtedness; our ability to maintain effective internal controls over financial reporting; risks related to our goodwill and intangible assets, which have been subject to impairment and may be subject to further impairment in the future; our ability to properly perform under our contracts and otherwise satisfy our customers; risks associated with the use of artificial intelligence ("AI") and related tools and our ability to achieve expected benefits from AI; our ability to incorporate AI into our business and transform our data into valuable insights, deliver more intelligent software and hardware, improve our efficiency of our operations and create a new generation of AI-enabled transportation solutions that strengthens customer outcomes, improves roadway safety and increases the long-term value of our technology platform; decreased interest in outsourcing from our customers; our ability to keep up with technological developments and changing customer preferences; our ability to compete in a highly competitive and rapidly evolving market; risks and uncertainties related to our share repurchase program; risks and uncertainties related to litigation, including pending securities litigation, and other disputes and regulatory investigations; our reliance on specialized third-party providers; and other risks and uncertainties indicated from time to time in documents we filed or will file with the Securities and Exchange Commission (the "SEC"). In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this press release can or will be achieved. This press release should be read in conjunction with the information included in our other press releases, reports, and other filings with the SEC. Additional information regarding the factors that may cause actual results to differ materially from these forward-looking statements is available in our SEC filings, including our 2025 Annual Report on Form 10-K and first and second quarter 2026 Quarterly Reports on Form 10-Q. These forward-looking statements speak only as of the date of this press release and except to the extent required by applicable law, we do not assume any obligation to update or revise any forward-looking statement, whether as a result of new information, future events and developments, or otherwise. Understanding the information contained in these filings is important in order to fully understand our reported financial results and our business outlook for future periods.
Elemental Capital Partners ve třetím čtvrtletí zvýšila svůj podíl ve společnosti Credo Technology Group o 1,9 % na 237 658 akcií v hodnotě 46,293 milionu USD.
Elemental Capital Partners LLC boosted its stake in Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 237,658 shares of the company’s stock after purchasing an additional 4,520 shares during the quarter. Credo Technology Group comprises about 11.2% of Elemental Capital Partners LLC’s holdings, making the stock its 2nd biggest position. Elemental Capital Partners LLC owned 0.13% of Credo Technology Group worth $46,293,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. GAMMA Investing LLC increased its stake in Credo Technology Group by 2.6% during the 3rd quarter. GAMMA Investing LLC now owns 1,986 shares of the company’s stock valued at $387,000 after purchasing an additional 51 shares in the last quarter. City Center Advisors LLC lifted its stake in shares of Credo Technology Group by 2.1% in the second quarter. City Center Advisors LLC now owns 2,595 shares of the company’s stock valued at $706,000 after buying an additional 53 shares in the last quarter. Versant Capital Management Inc grew its holdings in shares of Credo Technology Group by 8.0% during the second quarter. Versant Capital Management Inc now owns 755 shares of the company’s stock valued at $205,000 after buying an additional 56 shares during the last quarter. QRG Capital Management Inc. grew its holdings in shares of Credo Technology Group by 1.7% during the first quarter. QRG Capital Management Inc. now owns 5,402 shares of the company’s stock valued at $507,000 after buying an additional 91 shares during the last quarter. Finally, Krilogy Financial LLC grew its holdings in shares of Credo Technology Group by 8.7% during the third quarter. Krilogy Financial LLC now owns 1,136 shares of the company’s stock valued at $228,000 after buying an additional 91 shares during the last quarter. 80.46% of the stock is owned by institutional investors.
Insider Buying and Selling at Credo Technology Group
In other Credo Technology Group news, CTO Chi Cheng sold 27,500 shares of Credo Technology Group stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $193.12, for a total transaction of $5,310,800.00. Following the completion of the sale, the chief technology officer directly owned 5,689,897 shares in the company, valued at $1,098,832,908.64. The trade was a 0.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Yat Lam sold 55,441 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $213.02, for a total transaction of $11,810,041.82. Following the completion of the transaction, the chief operating officer directly owned 2,529,169 shares of the company’s stock, valued at approximately $538,763,580.38. This represents a 2.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 468,786 shares of company stock worth $95,025,003. Insiders own 9.06% of the company’s stock.
Analysts Set New Price Targets
Several analysts have recently commented on the company. Mizuho lowered their price objective on Credo Technology Group from $290.00 to $245.00 and set an “outperform” rating for the company in a research note on Monday, September 21st. Bank of America dropped their target price on Credo Technology Group from $340.00 to $275.00 and set a “buy” rating on the stock in a report on Wednesday, September 2nd. Rosenblatt Securities lifted their target price on Credo Technology Group from $215.00 to $235.00 and gave the company a “neutral” rating in a research report on Wednesday, September 2nd. Zacks Research cut Credo Technology Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 3rd. Finally, Weiss Ratings downgraded Credo Technology Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, October 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $262.67.
Read Our Latest Stock Analysis on CRDO
Credo Technology Group News Roundup
Here are the key news stories impacting Credo Technology Group this week:
Positive Sentiment: Credo’s latest outlook remains robust, with revenue expected at approximately $525 million to $535 million and fiscal 2027 revenue projected to increase by more than 85%. The company’s most recent quarter delivered 114.7% year-over-year revenue growth to $479 million, exceeding analyst expectations. Credo revenue outlook article
Positive Sentiment: The company introduced its 1.6T ZeroFlap Active Light Cable for AI data centers. The product is designed to provide longer reach, lower power consumption and improved reliability, potentially expanding Credo’s addressable market as hyperscalers increase networking capacity. Credo ZeroFlap cable article
Positive Sentiment: Credo is helping lead an Open Compute Project workstream to standardize short-reach micro-emitter optics. If approved and adopted, the effort could support future optical connectivity sales and help reduce the company’s reliance on a small number of major customers. Credo SRMO workstream article
Neutral Sentiment: Analysts remain broadly optimistic, with a consensus “Moderate Buy” rating, but several firms have recently reduced price targets. The stock’s premium valuation and dependence on two large customers leave limited room for execution setbacks. Credo valuation and customer concentration article
Negative Sentiment: CRDO declined alongside AI infrastructure peers, including Astera Labs, in what appears to be sector-wide profit-taking rather than a newly reported deterioration in Credo’s operations. The decline highlights the stock’s elevated volatility and sensitivity to AI spending sentiment. Credo stock decline analysis
Negative Sentiment: CTO Chi Cheng sold 31,290 shares, while CFO Daniel Fleming previously sold 7,580 shares; both transactions were conducted under pre-arranged Rule 10b5-1 plans. The sales were modest relative to their remaining holdings but may still weigh on sentiment.
Credo Technology Group Price Performance
Shares of CRDO opened at $179.23 on Thursday. The firm has a market cap of $33.69 billion, a PE ratio of 67.00, a PEG ratio of 0.79 and a beta of 3.25. The stock’s fifty day moving average price is $207.08 and its two-hundred day moving average price is $204.49. Credo Technology Group Holding Ltd. has a 1 year low of $86.49 and a 1 year high of $308.67.
Credo Technology Group (NASDAQ:CRDO – Get Free Report) last issued its quarterly earnings data on Tuesday, September 1st. The company reported $1.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Credo Technology Group had a return on equity of 28.77% and a net margin of 33.83%. The business had revenue of $479.00 million for the quarter, compared to analysts’ expectations of $473.30 million. During the same quarter in the prior year, the firm posted $0.52 EPS. The firm’s quarterly revenue was up 114.7% on a year-over-year basis. Sell-side analysts anticipate that Credo Technology Group Holding Ltd. will post 5.02 earnings per share for the current fiscal year.
(Free Report)
Credo Technology Group Holding Ltd. develops high-speed connectivity solutions for data infrastructure. Its technologies are designed to improve the performance, power efficiency and reliability of connections used in cloud computing, artificial intelligence, high-performance computing, telecommunications and enterprise networks.
The company’s product portfolio includes serializer/deserializer (SerDes) intellectual property, integrated circuits, active electrical cables and optical connectivity products.
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Want to see what other hedge funds are holding CRDO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Free Report).
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Axon získal federální zakázky na více než 22 000 tělových kamer a licencí, zatímco VA pořídila pro svou policejní službu více než 1 600 zařízení TASER 10.
Awards span across multiple agencies, supporting federal law enforcement, homeland security and veteran healthcare missions
, /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced recent contract awards reflecting the growing adoption of its technology ecosystem across federal agencies.
From enhancing operational transparency with body-worn cameras to safeguarding VA hospitals, and protecting our nation's airspace, federal entities are leveraging Axon's connected solutions to modernize operations and better serve officers, veterans, and communities nationwide.
Recent Federal Highlights
Body-Worn Cameras and Digital Evidence Management: Federal agencies added over 22,000 Axon body-worn cameras and digital evidence management licenses, including translation tools this year. Airspace Security with Counter-Drone Technology: Under an IDIQ contract, the Department of Homeland Security (DHS) chose Axon's Dedrone platform to deliver real-time airspace monitoring, drone identification, and threat mitigation for critical infrastructure protection. TASER Devices for VA Police: The U.S. Department of Veterans Affairs (VA) added over 1,600 TASER 10 devices to begin equipping VA police officers protecting medical centers, veterans and healthcare staff. For more information: Axon: Secure Solutions for Federal Agencies
About Axon
Axon (Nasdaq: AXON) is the global leader in public safety technology, relentlessly innovating to protect more lives in more places. Founder-led since 1993, Axon began with a mission to reimagine conflict in law enforcement and has grown into a global company serving everyone who takes on the responsibility of public safety, enterprise security, and national security — from first responders and governments to companies, frontline workers, and communities. Our trusted network connects TASER energy devices, cameras and sensors including body, fixed and in-car cameras, drones and robotics, digital evidence and records management, real-time operations, immersive training, productivity tools, and AI-driven capabilities and insights. Designed to work seamlessly together, these solutions create a connected picture of safety that helps protect people and places with greater speed, clarity, and accountability.
Non-Axon trademarks are the property of their respective owners. Axon, TASER and the Delta Logo are trademarks of Axon Enterprise, Inc., some of which are registered in the US and other countries. For more information, visit www.axon.com/legal. All rights reserved.
Responsible Innovation at Axon
At Axon, innovation is inseparable from responsibility. We believe technology must serve humanity, and every product we build is designed to solve the real challenges our customers face in protecting their communities. That means developing solutions in close collaboration with the people who use them and grounding our work in transparency, fairness, accountability, and privacy. Our independent Ethics & Equity Advisory Council provides ongoing input and feedback that helps shape our approach, ensuring we remain thoughtful and aligned with community needs as technology evolves. Learn more at axon.com/responsibility.
Please visit https://investor.axon.com and https://www.axon.com/newsroom for more information.
Media Contact:
Kate MacKinnon
Vice President, Communications
[email protected]
Výbor CHMP doporučil v EU schválit přípravek RASONQUE od společnosti Revolution Medicines pro dospělé pacienty s metastatickým adenokarcinomem pankreatu, kteří podstoupili alespoň jednu předchozí systémovou terapii.
Recommendation based on results from Phase 3 RASolute 302 trial, which demonstrated a 60% reduction in risk of death compared with chemotherapy in the overall study population with statistically significant and clinically meaningful improvements across all primary and key secondary endpoints, regardless of tumor RAS mutation statusPositive CHMP opinion follows an expedited phased review of RASONQUE under the EMA’s Cancer Medicines Pathfinder project based on its potential to address a high unmet medical need REDWOOD CITY, Calif., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Revolution Medicines, Inc. (Nasdaq: RVMD), a global, commercial-stage oncology company dedicated to discovering, developing and delivering innovative medicines for patients with RAS-addicted cancers, today announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion of RASONQUE (daraxonrasib) once-daily oral tablets as a monotherapy indicated for the treatment of adult patients with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy. If approved by the European Commission (EC), RASONQUE would provide the first broad RAS-targeted treatment option in the European Union for adults with metastatic pancreatic adenocarcinoma.
“Today’s positive CHMP opinion marks a major step toward making RASONQUE available to eligible adults with metastatic pancreatic cancer in the European Union,” said Mark A. Goldsmith, M.D., Ph.D., chief executive officer and chairman of Revolution Medicines. “RASONQUE is an oral medicine designed to address RAS, the key driver of pancreatic cancer, and unprecedented results from the Phase 3 RASolute 302 trial demonstrated its potential to benefit patients with this devastating disease. Its expedited review under the EMA’s Cancer Medicines Pathfinder project highlights how innovative regulatory pathways may help bring promising medicines to patients sooner. We look forward to the EC’s consideration of this CHMP positive opinion as we continue to work with regulatory authorities around the world to pursue additional approvals and broaden access to RASONQUE.”
The positive CHMP opinion is based on results from RASolute 302, a global, randomized Phase 3 trial evaluating RASONQUE versus investigator’s choice of cytotoxic chemotherapy in patients with previously treated metastatic PDAC. The trial met all primary and key secondary endpoints in both the RAS G12 mutant population and the overall intent-to-treat (ITT) population, which included patients with or without an identified tumor RAS mutation.
The primary analysis from RASolute 302 was presented at the 2026 American Society of Clinical Oncology Annual Meeting with simultaneous publication in The New England Journal of Medicine. In the ITT population, RASONQUE reduced the risk of death by 60% compared with chemotherapy, with a hazard ratio (HR) of 0.40 (95% confidence interval [CI]: 0.30–0.53; p<0.0001). The median overall survival (OS) was 13.2 months (95% CI: 10.0–NE) with RASONQUE compared to 6.7 months (95% CI: 5.8–8.0) for chemotherapy. RASONQUE also showed significant improvements in progression-free survival (PFS) with an HR of 0.49 (95% CI: 0.38–0.64; p<0.0001). The median PFS was 7.2 months (95% CI: 5.7–7.5) with RASONQUE compared to 3.6 months (95% CI: 2.9–4.2) with chemotherapy. Results were generally consistent in the RAS G12 population. A subsequent ad hoc OS analysis showed the median OS was 12.4 months with RASONQUE compared to 6.7 months for chemotherapy [HR: 0.49 (95% CI 0.39, 0.62)], which was generally consistent with the prespecified primary analysis.
The most common adverse reactions in patients treated with RASONQUE were diarrhea (63.1%), dermatitis acneiform (62.4%), stomatitis (55.5%), nausea (50.8%), vomiting (41.6%) and fatigue (33.2%).
Once granted by the EC, the centralized marketing authorization will be valid in all EU member states, as well as in the European Economic Area (EEA) countries Iceland, Norway and Liechtenstein; marketing authorization by the EC is not applicable in the United Kingdom or Switzerland, which have separate processes for considering new drug applications.
This CHMP Positive Opinion follows the approval of RASONQUE by U.S. Food and Drug Administration (FDA) on August 26, 2026.
About Pancreatic Adenocarcinoma
Pancreatic adenocarcinoma, or PDAC, is the most common form of pancreatic cancer and among the most lethal malignancies, frequently with a late diagnosis, aggressive biology, and limited responsiveness to available treatments. RAS, a key growth control switch in human cells, is the main driver of pancreatic cancer, which is characterized by excessive RAS signaling. Approximately 147,000 people are diagnosed with pancreatic cancer in Europe each year, and the five-year survival rate remains below 10%.1,2 Because early-stage pancreatic cancer often causes few or no symptoms, approximately 80% of patients are diagnosed after the disease has spread, when treatment options are more limited.3
About RASONQUETM (daraxonrasib)
RASONQUE (daraxonrasib) is an oral, RAS(ON) multi-selective, noncovalent, tri-complex inhibitor (TCI), approved by the U.S. FDA for the treatment of adult patients with metastatic PDAC who have received at least one prior systemic therapy or who are not candidates for multiagent systemic therapy.4 RASONQUE is being investigated through a global Phase 3 registrational program in patients with PDAC and metastatic RAS mutant non-small cell lung cancer (NSCLC).
Outside the U.S., RASONQUE is an investigational agent that has not been approved by any regulatory authority. RASONQUE received orphan medicinal product designation for pancreatic cancer and high-priority status under EMA’s Cancer Medicines Pathfinder project based on its potential to address a significant unmet need.
U.S. INDICATION
RASONQUE is indicated for the treatment of adult patients with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy or who are not candidates for multiagent systemic therapy.
U.S. IMPORTANT SAFETY INFORMATION
RASONQUE is associated with the following Warnings and Precautions: Dermatologic and Soft Tissue Toxicity, Stomatitis and Oral Disorders, Diarrhea, Gastrointestinal Perforation, Interstitial Lung Disease (ILD)/Pneumonitis, and Embryo-Fetal Toxicity.
U.S. WARNINGS AND PRECAUTIONS
Dermatologic and Soft Tissue Toxicity
RASONQUE can cause dermatologic toxicity, which may be severe. Clinical manifestations included, but were not limited to, rash, pruritus, paronychia, dry skin, and skin fissures. In clinical trials of patients with pancreatic adenocarcinoma, dermatologic toxicity occurred in 86% of patients treated with RASONQUE, of which 10% were Grade 3.
Monitor patients who develop dermatologic or soft tissue toxicities while receiving RASONQUE. Initiate prophylactic measures (e.g., topical corticosteroids, emollient creams, sunscreen, oral antibiotics) prior to the first dose of RASONQUE to reduce the risk of moderate to severe dermatologic reactions. Advise patients to limit sun exposure while taking RASONQUE. Initiate supportive measures (e.g., oral corticosteroids) as clinically indicated, and consider dermatologic consultation. Withhold, reduce the dose, or permanently discontinue RASONQUE based on severity.
Stomatitis and Oral Disorders
RASONQUE can cause stomatitis, including mouth ulcers and oral mucositis. In clinical trials of patients with pancreatic adenocarcinoma, stomatitis occurred in 57% of patients, of which 9% were Grade 3.
Monitor patients for signs and symptoms of stomatitis while receiving RASONQUE. Initiate a steroid-containing mouthwash for treatment of stomatitis and administer other topical treatments (e.g., chlorhexidine mouthwash, 2% lidocaine viscous) as clinically indicated. Withhold, reduce the dose, or permanently discontinue RASONQUE based on severity.
Diarrhea
RASONQUE can cause diarrhea. In clinical trials of patients with pancreatic adenocarcinoma, diarrhea occurred in 63% of patients, of which 6% were Grade 3.
If diarrhea occurs, administer antidiarrheal treatment as clinically indicated. Withhold, reduce the dose, or permanently discontinue RASONQUE based on severity.
Gastrointestinal Perforation
RASONQUE can cause gastrointestinal perforation. In clinical trials of patients with pancreatic adenocarcinoma, gastrointestinal perforation occurred in 0.9% of patients treated with RASONQUE, of which 0.5% were Grade 3, one event was Grade 4, and one event was fatal.
Monitor patients for gastrointestinal perforation. Withhold RASONQUE if gastrointestinal perforation is suspected. Reduce the dose or permanently discontinue RASONQUE if no other potential causes of gastrointestinal perforation are identified.
Interstitial Lung Disease (ILD)/Pneumonitis
RASONQUE can cause interstitial lung disease or pneumonitis. In clinical trials of patients with pancreatic adenocarcinoma, ILD/pneumonitis occurred in 2.4% of patients treated with RASONQUE, of which 0.9% were Grade 3, and one event was fatal.
Monitor patients for new or worsening pulmonary symptoms. Withhold RASONQUE if ILD/pneumonitis is suspected. Reduce the dose or permanently discontinue RASONQUE if no other potential causes of ILD/pneumonitis are identified.
Embryo-Fetal Toxicity
Based on findings in animals, RASONQUE can cause fetal harm when administered to a pregnant woman. Advise females of reproductive potential to use effective contraception during treatment with RASONQUE and for 1 week after the last dose. Advise males with female partners of reproductive potential to use effective contraception during treatment with RASONQUE and for 1 week after the last dose.
ADVERSE REACTIONS
Serious adverse reactions occurred in 30% of patients treated with RASONQUE. Serious adverse reactions occurring in ≥ 2% of patients treated with RASONQUE were diarrhea (3.7%), pyrexia (3.3%), sepsis (2.9%), fatigue (2.1%), and hemorrhage (2.1%).
Adverse reactions leading to permanent discontinuation of RASONQUE occurred in 2.9% of patients, including two patients who discontinued due to rash (0.8%).
The most common (≥ 20%) adverse reactions in patients treated with RASONQUE were rash, diarrhea, stomatitis, nausea, fatigue, vomiting, abdominal pain, edema, decreased appetite, and hemorrhage.
DRUG INTERACTIONS
Strong CYP3A Inhibitors with P-gp Inhibition: Avoid concomitant use.Strong CYP3A Inhibitors without P-gp Inhibition: Reduce RASONQUE dosage.Moderate CYP3A Inhibitors with or without P-gp Inhibition: Reduce RASONQUE dosage.P-gp Inhibitors: Reduce RASONQUE dosage.Cyclosporine A: Avoid concomitant use.Strong CYP3A Inducers: Avoid concomitant use. Increase RASONQUE dosage if concomitant use cannot be avoided.Moderate CYP3A Inducers: Increase RASONQUE dosage.P-gp Substrates: Take at least 4 hours apart from RASONQUE.
PROPHYLACTIC MEASURES
When initiating RASONQUE and throughout treatment, prophylactic and concomitant medications are recommended to reduce the risk of dermatologic reactions:
administer a topical corticosteroid (applied to the face and chest) and emollient creamsadvise patients to limit sun exposure and use broad-spectrum sunscreen (SPF 30 or higher)consider prophylactic oral antibiotics (e.g., doxycycline or minocycline) About Revolution Medicines, Inc.
Revolution Medicines is a global, commercial-stage oncology company dedicated to discovering, developing and delivering innovative medicines for patients with RAS-addicted cancers. Leveraging its differentiated RAS(ON) tri-complex inhibitor platform, the company is advancing a broad, integrated portfolio of oral RAS(ON) inhibitors designed to directly target the active, cancer-driving state of RAS. Founded on rigorous scientific inquiry and a willingness to challenge long-held assumptions, Revolution Medicines is committed to changing the trajectory of disease for patients with RAS-addicted cancers worldwide. For more information, visit www.revmed.com and follow Revolution Medicines on LinkedIn, X (Twitter) and Instagram.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Any statements in this press release that are not historical facts may be considered "forward-looking statements," including without limitation statements regarding the broad potential of RAS(ON) inhibition; the review of the CHMP Opinion by the EC; the availability of RASONQUE in Europe and other jurisdictions; treatment practices; the company’s regulatory interactions; and reactions to RASONQUE; and progression of clinical studies and findings from these studies, including the tolerability, safety, and potential efficacy of the company's candidates being studied.
Forward-looking statements are typically, but not always, identified by the use of words such as "aims," "anticipate," "believe," "estimate," "expect," "plan," "potential," "project," "up to," "will" and other similar terminology indicating future results. Such forward-looking statements are subject to substantial risks and uncertainties that could cause the company's development programs, future results, performance, or achievements to differ materially from those anticipated in the forward-looking statements. Such risks and uncertainties include without limitation risks and uncertainties inherent in the drug development process, including the company's programs' development stages, the process of designing and conducting preclinical and clinical trials, the regulatory approval processes, the timing of regulatory filings, the challenges associated with manufacturing drug products, the company's ability to successfully establish, protect and defend its intellectual property, other matters that could affect the sufficiency of the company's capital resources to fund operations, reliance on third parties for manufacturing and development efforts, changes in the competitive landscape, and the effects on the company's business of global events, such as international conflicts or global pandemics. For a further description of the risks and uncertainties that could cause actual results to differ from those anticipated in these forward-looking statements, as well as risks relating to the business of Revolution Medicines in general, see Revolution Medicines' Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the "SEC") on August 5, 2026, and its future periodic reports to be filed with the SEC. Except as required by law, Revolution Medicines undertakes no obligation to update any forward-looking statements to reflect new information, events, or circumstances, or to reflect the occurrence of unanticipated events.
1 Hawksworth G, Hales J, Martinez F, et al. Pancreatic cancer trends in Europe: epidemiology and risk factors. Med Stud. 2019;35(2):164-171. doi:10.5114/ms.2019.86336
2 International Agency for Research on Cancer. Pancreas. Global Cancer Observatory. https://gco.iarc.who.int/today/en/fact-sheets-cancers/13/pancreas. Accessed September 2026.
3 Rahib L, Coffin T, Kenner B. Factors driving pancreatic cancer survival rates. Pancreas. 2025;54(6):e530-e536. doi:10.1097/MPA.0000000000002489
4 RASONQUE (daraxonrasib) Prescribing Information. Redwood City, CA: Revolution Medicines, Inc.; August 2026.
Lido spustilo přímý staking ETH na sítích Arbitrum, Base, Linea a Optimism prostřednictvím Chainlink CCIP, aniž by bylo nutné aktiva ručně převádět na hlavní síť Etherea.
Lido has launched direct ETH staking through its interface on Arbitrum, Base, Linea, and Optimism, using Chainlink CCIP to eliminate manual bridging while keeping Ethereum mainnet responsible for staking operations.
Lido Launches Direct ETH Staking on Four Layer-2 Networks
Lido announced the integration on October 15, allowing users to stake ETH directly through its official platform. The service allows for the native support of 4 Ethereum Layer-2 networks, without the need for users to move assets between chains.
Users can now deposit ETH into their existing account via the interface and receive wrapped staked ETH. The token represents their staked position, while its exchange value increases as staking rewards accumulate over time.
Previously, users would need to transfer ETH to the Ethereum mainnet and then transfer their staking tokens back in the future. Lido launched the same staking route functionality via third-party platforms first before launching it inside its own platform.
Chainlink CCIP Handles Cross-Chain ETH Transfers
The staking process involves coordinating transfers between Ethereum and supported networks via Cross-Chain Interoperability Protocol (CCIP) by Chainlink. Users receive wstETH from liquidity pools in the same L2 network where they put ETH.
The system deposits ETH behind the interface, and stakes it on Lido on Ethereum mainnet. The newly minted wstETH is then returned to the network of origin to add to the liquidity pool.
Chainlink price feeds determine conversion rates using Lido’s protocol exchange rate, without relying on exchange market prices. The integration follows Chainlink’s recent launch of CCIP Vault Adapters, which introduced another application for its cross-chain infrastructure.
Lido Maintains Ethereum Staking Fees and Reward Structure
Despite the interface update, Lido continues processing staking transactions through its existing Ethereum mainnet contracts.The protocol retains 10% of staking rewards, leaving the remaining 90% for participating stakers.
Users still pay transaction gas fees on their selected Layer-2 networks during the staking process. Separate funding of contract balances pays for cross-chain costs, which in turn does not take up staking deposits.
The launch follows VanEck’s withdrawal of its proposed Lido staked Ethereum ETF on October 14. The asset manager filed a proposed statement of withdrawal prior to the asset manager obtaining regulatory clearance for the proposed fund.
In October 2024, Lido announced direct staking support for three chains, Arbitrum, Base, and Optimism. Linea was integrated with XSwap, OpenOcean, and Interport in October of 2025.
FDA schválila žádost IND společnosti Legend Biotech pro LB2501, experimentální in vivo CAR-T terapii zaměřenou na relabující nebo refrakterní B-buněčné nádory. Toto schválení umožní zahájení plánované klinické studie fáze 1/2 v USA.
LB2501 is an off-the-shelf in vivo CAR-T therapy designed to generate dual-targeting CD19/CD20 CAR-T cells directly within the patient after a single infusion, making it the first known dual-targeting in vivo CAR-T therapy to receive FDA IND clearance IND clearance supports planned U.S. Phase 1/2 study and advances Legend Biotech’s in vivo cell engineering platform
BRIDGEWATER, N.J., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Legend Biotech Corporation (NASDAQ: LEGN) (Legend Biotech), a global leader in cell therapy, today announced that the U.S. Food and Drug Administration (FDA) has cleared the investigational new drug (IND) application for LB2501, an investigational in vivo CAR-T therapy designed to generate CD19/CD20 dual-targeting chimeric antigen receptor T (CAR-T) cells directly within the patient, for the treatment of relapsed or refractory B-cell malignancies, including B-cell non-Hodgkin lymphoma.
The planned U.S. Phase 1/2 study will evaluate the safety, tolerability, pharmacokinetics, and preliminary efficacy of LB2501. The clearance represents an advancement of Legend Biotech’s strategy to develop the next generation of CAR-T therapies through innovative in vivo cell engineering.
LB2501 is designed as an off-the-shelf, single-infusion therapy that generates CAR-T cells directly within the patient, potentially avoiding several manufacturing steps required for conventional autologous CAR-T therapies. The therapy is being evaluated without lymphodepleting chemotherapy.
“We believe in vivo CAR-T represents the next frontier of cell therapy, with the potential to bring transformative, life-changing treatments to many more patients around the world,” said Ingrid Zhang, Chief Executive Officer of Legend Biotech. “The FDA’s clearance of our IND application marks an important step in advancing LB2501 and our broader in vivo cell engineering platform. Building on Legend’s deep CAR-T experience, we are working to develop an approach that could help simplify access to and delivery of this important treatment class.”
LB2501 is built on Legend Biotech’s proprietary TaVec™ platform and uses an engineered, replication-incompetent lentiviral vector designed to selectively transduce T cells. Once transduced, the T cells generate a chimeric antigen receptor (CAR) that targets both CD19 and CD20. This dual-targeting approach is intended to help address antigen escape and other potential mechanisms of treatment resistance in B-cell malignancies.
ABOUT LB2501
LB2501 is an off-the-shelf in vivo CAR-T therapy designed to generate dual-targeting CD19/CD20 CAR-T cells directly within the patient after a single infusion, making it the first known dual-targeting in vivo CAR-T therapy to receive FDA IND clearance. LB2501 is currently being evaluated in an ongoing Phase 1, open-label study (NCT07002112) in China in patients with relapsed or refractory B-cell malignancies to assess safety, tolerability, and preliminary efficacy.i
ABOUT B-CELL NON-HODGKIN LYMPHOMA
B-cell malignancies encompass a clinically heterogeneous group of clonal lymphoproliferative neoplasms originating at various discrete stages along the B-lymphocyte ontogeny. It spans immature precursor subtypes like B-cell lymphoblastic leukemias to mature forms like B-cell non-Hodgkin lymphoma (B-NHL), chronic lymphocytic leukemia (CLL), and terminally differentiated plasma cell dyscrasias. B-NHL accounts for 90% of all malignant lymphomas. While treatment advances have improved outcomes for some patients, those with relapsed or refractory B-NHL, particularly after multiple lines of therapy, often face limited options.
ABOUT LEGEND BIOTECH
With over 3,000 employees, Legend Biotech is the largest standalone cell therapy company and a pioneer in treatments that change cancer care forever. Legend Biotech is at the forefront of the CAR-T cell therapy revolution with CARVYKTI®, a one-time treatment for relapsed or refractory multiple myeloma, which it develops and markets with collaborator Johnson & Johnson. Centered in the United States, Legend Biotech is building an end-to-end cell therapy company by expanding its leadership to maximize CARVYKTI’s patient access and therapeutic potential. From this platform, Legend Biotech plans to drive future innovation across its pipeline of cutting-edge cell therapy modalities.
Learn more at https://legendbiotech.com and follow us on X, LinkedIn, and Instagram.
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS
Statements in this press release about future expectations, plans, and prospects, as well as any other statements regarding matters that are not historical facts, constitute “forward-looking statements” within the meaning of The Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements relating to Legend Biotech’s strategies and objectives, the Phase 1 clinical trial, and the planned U.S. Phase 1/2 clinical trial, of LB2501, the potential benefits of LB2501, including the reproducibility and durability of any favorable results initially seen in patients dosed to date in clinical trials, and in vivo CAR-T representing the next frontier of cell therapy. The words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors. Legend Biotech’s expectations could be affected by, among other things, uncertainties involved in the development of new pharmaceutical products; unexpected clinical trial results, including as a result of additional analysis of existing clinical data or unexpected new clinical data; unexpected regulatory actions or delays, including requests for additional safety and/or efficacy data or analysis of data, or government regulation generally; unexpected delays as a result of actions undertaken, or failures to act, by Legend Biotech’s third-party partners; uncertainties arising from challenges to Legend Biotech’s patent or other proprietary intellectual property protection, including the uncertainties involved in the U.S. litigation process; government, industry, and general product pricing and other political pressures; as well as the other factors discussed in the “Risk Factors” section of Legend Biotech’s most recent Annual Report on Form 20-F filed with the Securities and Exchange Commission. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in this press release as anticipated, believed, estimated, or expected. Any forward-looking statements contained in this press release speak only as of the date of this press release. Legend Biotech specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise.
____________________________
i ClinicalTrials.gov. The CD19/CD20 Dual-Target in Vivo CAR-T Lentiviral Product in the Treatment of Relapsed/Refractory B-cell Malignancies. https://clinicaltrials.gov/study/NCT07002112. Accessed May 2026.
Krilogy Financial ve třetím čtvrtletí zvýšila svůj podíl ve společnosti Broadridge Financial Solutions o 807 % na 15 456 akcií v hodnotě 2,49 milionu USD.
Krilogy Financial LLC increased its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 807.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,456 shares of the business services provider’s stock after acquiring an additional 13,752 shares during the quarter. Krilogy Financial LLC’s holdings in Broadridge Financial Solutions were worth $2,490,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Financial Planning Hawaii Inc. lifted its holdings in Broadridge Financial Solutions by 28.9% during the 3rd quarter. Financial Planning Hawaii Inc. now owns 3,126 shares of the business services provider’s stock valued at $504,000 after purchasing an additional 700 shares during the last quarter. Sax Wealth Advisors LLC boosted its position in Broadridge Financial Solutions by 547.4% during the third quarter. Sax Wealth Advisors LLC now owns 9,355 shares of the business services provider’s stock worth $1,507,000 after purchasing an additional 7,910 shares during the period. Fragasso Financial Advisors Inc boosted its position in Broadridge Financial Solutions by 14.2% during the third quarter. Fragasso Financial Advisors Inc now owns 1,836 shares of the business services provider’s stock worth $304,000 after purchasing an additional 228 shares during the period. NorthCrest Asset Manangement LLC bought a new position in Broadridge Financial Solutions during the third quarter worth $2,474,000. Finally, Tilia Fiduciary Partners Inc. increased its holdings in shares of Broadridge Financial Solutions by 8.7% in the third quarter. Tilia Fiduciary Partners Inc. now owns 15,089 shares of the business services provider’s stock valued at $2,431,000 after purchasing an additional 1,205 shares during the last quarter. 90.03% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several brokerages have recently weighed in on BR. Morgan Stanley increased their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. UBS Group reaffirmed a “neutral” rating and set a $180.00 target price on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Finally, Royal Bank Of Canada lifted their target price on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Broadridge Financial Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $216.00.
Check Out Our Latest Report on BR Insider Buying and Selling In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $159.76, for a total transaction of $399,559.76. Following the transaction, the vice president owned 8,800 shares in the company, valued at $1,405,888. This trade represents a 22.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by corporate insiders.
Broadridge Financial Solutions Price Performance Broadridge Financial Solutions stock opened at $168.15 on Thursday. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $236.02. The stock’s 50 day moving average is $169.80 and its 200-day moving average is $157.66. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The company has a market capitalization of $18.98 billion, a price-to-earnings ratio of 17.48 and a beta of 0.92.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%. The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the company earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Equities research analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year.
Broadridge Financial Solutions Increases Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd were issued a $1.09 dividend. The ex-dividend date of this dividend was Thursday, September 3rd. This represents a $4.36 dividend on an annualized basis and a yield of 2.6%. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. Broadridge Financial Solutions’s payout ratio is currently 45.32%.
(Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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GoDaddy rozšířila vývojářskou platformu o API pro hosting, profesionální e-mail a e-commerce, která vývojářům a AI agentům umožní spouštět a spravovat online podnikání z jednoho prostředí.
New APIs for hosting, email and commerce give developers a connected, programmable path through one platform
, /PRNewswire/ -- GoDaddy (NYSE: GDDY), the world's largest domain registrar, just released a significant expansion to the GoDaddy Developer Platform, adding APIs for hosting, professional email and commerce.
Building on the domain APIs introduced in July, which now include premium domains and bulk domains, the expanded platform gives developers and AI agents a more complete, programmable path. This means users can take a project from working code to a live business, all without leaving their development workflow.
For developers, AI coding tools have significantly compressed the time it takes to turn an idea into a working application. But getting that application online can still mean jumping between hosting platforms, domain settings, email configuration and commerce tools, often requiring manual setup and disconnected credentials.
AI is also changing and accelerating software development, which means the infrastructure supporting those applications needs to evolve as well. By making GoDaddy's existing infrastructure programmable and interoperable, the Developer Platform gives developers and AI agents access to the services businesses need beyond the code itself.
GoDaddy is making AI-powered development more accessible
With the expanded all-in-one Developer Platform, developers and AI agents can use the same platform, credentials, API conventions, documentation and command-line interface (CLI) to connect with the core services needed to bring a business online.
The integration of Node.js Hosting also provides users with a simplified way to publish their web apps. Using the Developer Platform, developers and AI coding agents can create, launch and manage apps without opening a dashboard. It provides a preview for the app and built-in security features including automatic HTTPS, a web application firewall, a content delivery network (CDN) and a managed MySQL database.
"The next generation of businesses will be built differently," said Hemanth Guntupalli, chief technology officer of platforms at GoDaddy. "AI can turn an idea into working software in minutes, and we're building the infrastructure that lets developers and AI agents take that software the rest of the way. From code to hosting, domains, email and commerce, our customers can take their working application to a live business without breaking the flow."
From APIs to a connected workflow
Domain APIs — Programmatic access to domain search and name suggestions, including standard, premium and bulk domains; domain purchase with preferred API pricing; DNS configuration; and domain management through a single platform. Hosting APIs — Deploy and operate Node.js apps directly from the command line or through an AI agent. The Hosting API supports the full app lifecycle, from creating an app and attaching a hosting plan to publishing to production, managing secrets and reading logs. Email APIs — Purchase professional email, create mailboxes and automate the underlying MX, SPF and DKIM configuration. Commerce APIs — Programmatically manage your GoDaddy commerce stores, orders, catalog and customers. These capabilities are designed to work as a connected system rather than a collection of separate services.
For example, a developer can work with their coding tools or AI agents to create an application or website, then call the Hosting API to create the app, attach a hosting plan and deploy it to production. From there, the agent can use the domains API to search for, purchase and configure a domain for the newly hosted project, then use the email API to purchase and configure professional email for that domain. With the commerce APIs, it can also programmatically manage the store, catalog, orders and customers.
GoDaddy gives developers full control
Developers can use one GoDaddy Developer Platform identity and add the appropriate product-specific scopes to their personal access token, while accessing the capabilities through REST APIs and the GoDaddy CLI.
The platform also incorporates safeguards designed to keep customers in control when AI agents perform actions. Product-specific token scopes allow developers to grant only the access required for a given job. Existing account, authorization, fraud and abuse controls also apply.
The platform is designed around the fundamentals developers expect from modern developer infrastructure: accessible APIs, consistent interfaces, clear documentation, usable tooling and the reliability of infrastructure already operating at GoDaddy scale.
Building for an AI-driven future
The expansion is part of GoDaddy's broader strategy to make it easier for the next generation of businesses to build, launch and operate online in an increasingly AI-driven world. AI can help create the application, while programmable infrastructure can help turn that application into a functioning business.
"Our job is to provide the technology foundation for the next generation of AI-powered businesses. Powerful enough for developers, simple enough for business owners and seamlessly integrated so everything works together," said Guntupalli.
Designed for developers. Accessible to businesses.
The Developer Platform is built for developers, web agencies, technical professionals and AI coding agents managing their own GoDaddy products.
The expanded GoDaddy Developer Platform is available now for free to customers across the globe.
To explore the latest APIs and developer resources, visit developer.godaddy.com.
About GoDaddy
GoDaddy, the world's largest domain name registrar, helps millions of entrepreneurs globally start, grow, and scale their businesses. People come to GoDaddy to name their idea, build a website and logo, sell their products and services and accept payments. Airo®, the company's agentic operating system for small businesses, helps entrepreneurs get their idea online, run their business day-to-day and grow through an integrated identity, presence and commerce experience. GoDaddy's expert guides are available 24/7 to provide assistance. To learn more about the company, visit www.GoDaddy.com.
In this technical article, we’ll take a look at the AUDUSD Elliott Wave charts published in our members’ area. As our members know, AUDUSD has been trading within a cycle that started at the 0.7236 peak. Recently, the pair completed a clear three-wave recovery, forming an Elliott Wave Double Three pattern. As expected, sellers stepped in, pushing the price lower.
In this update, we’ll break down the Elliott Wave structure and examine the near-term outlook for AUDUSD. Before looking at the real market example, let’s first explain the Double Three pattern and how it works within the Elliott Wave framework.
Double three is the common pattern in the market , also known as 7 swing structure. It’s a reliable pattern which is giving us good trading entries with clearly defined invalidation levels.
The picture below presents what Elliott Wave Double Three pattern looks like. It has (W),(X),(Y) labeling and 3,3,3 inner structure, which means all of these 3 legs are corrective sequences. Each (W) and (Y) are made of 3 swings , they’re having A,B,C structure in lower degree, or alternatively they can have W,X,Y labeling.
AUD/USD Elliott Wave One-hour chart 10.12.2026AUDUSD is correcting the cycle from the 0.7142 peak, with wave (iv) still in progress. The current structure suggests an Elliott Wave Double Three pattern, with one more leg higher needed to complete the seven swings. At Elliott Wave Forecast, we use the Equal Legs technique to identify high-probability trading zones. By projecting the 1.0–1.236 Fibonacci extension of wave w from the end of wave x, we identified a potential sellers’ zone around 0.7018 area.
AUD/USD Elliott Wave one-hour chart 10.12.2026AUDUSD came within just a few points of the 0.7018 Equal Legs zone before reversing lower, completing the Double Three pattern early. Sellers stepped in aggressively, and we now expect a retest of the previous low. A break below that level would confirm the bearish outlook, opening the way toward the next downside target at 0.6878–0.6836.
F&G's Fourth Annual Retirement Reconsidered Survey Finds That Americans Are Rethinking When They Retire and What Retirement Looks Like
51% of Pre-retirees Plan to Semi-retire, While 75% Have Considered or Are Delaying Retirement
, /PRNewswire/ -- Retirement is becoming less of a single moment when Americans stop working and more of a gradual transition, according to the fourth annual Retirement Reconsidered survey from F&G Annuities & Life, Inc. (NYSE: FG) (F&G), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients. Nearly one third (31%) of surveyed Americans over the age of 50 consider themselves semi-retired or plan to be. More than half of respondents who are not yet retired (51%) say they plan to semi-retire. At the same time, three-quarters (75%) of pre-retirees have considered or are delaying their retirement date, up from 70% in 2025.
Americans Aren't Just Delaying Retirement, They're Redesigning It
The survey underscores how many Americans over age 50 are rethinking retirement and how the traditional definition is evolving to become more flexible and personalized with Generation X (Gen X) and pre-retirees driving this trend. Other key findings include:
More than half (53%) of Americans ages 50+ agree the journey to retirement is becoming more flexible
60% of pre-retirees see retirement as a "gradual transition over time"
Only 21% of pre-retirees associate retirement with stopping work completely
Nearly two thirds (65%) of pre-retirees view retirement as an opportunity to reinvent themselves
"Americans, no matter their savings or income bracket, aren't simply reconsidering when they retire; they're reconsidering what retirement itself looks like," said Conor Murphy, CEO and President of F&G. "For some, that means choosing to work less, transitioning gradually into retirement or even reinventing themselves in a new chapter, while for others, original plans are giving way to financial realities. As retirement becomes more flexible and individualized, it's important to provide retirees and pre-retirees with accessible planning solutions to evolve with changing needs and allow for greater certainty and confidence along the way."
Outside Forces Are Reshaping Retirement Plans
Even as retirement itself becomes more flexible, financial and economic pressures continue to reshape Americans' plans. More than half (51%) of pre-retirees surveyed say they expect to retire later than originally planned, up from 45% in 2025. For those considering or delaying retirement, 52% worry they won't have enough money, up from 48% last year.
Other financial uncertainties are also weighing on retirement decisions. Social Security availability (46%) tops the list of factors influencing retirement planning among Americans age 50 and above, followed closely by healthcare/long-term care expenses (43%) and Medicare availability (31%).
The evolution of retirement also comes as Americans age 50 and over report that economic and other external factors are having a greater impact on their decision-making than they did a year ago. More than half (57%) say the events of 2026 have impacted their retirement planning, up from 49% in 2025. Among pre-retirees, that rose to 70%, up from 61% last year.
The impact is even more pronounced among Gen X, with more than two-thirds (68%) saying the events of 2026 have affected their retirement decision-making, up 11 percentage points from last year. By comparison, about half of Baby Boomers (51%) say the same today.
Seeking Predictability in an Uncertain Retirement Landscape
Even as Americans surveyed embrace greater flexibility in how retirement looks, the findings show a strong preference for financial certainty and predictability, alongside concerns about retirement readiness, particularly among Gen X.
Key findings include:
Three-quarters (75%) would rather have greater financial certainty and predictable income, even if it limits investment growth potential
Two-thirds (67%) say they feel the need to invest or increase investment in products that deliver guaranteed income in the future, rising to 73% among Gen X
Only 11% of Gen X give themselves an A for financial readiness as they prepare for retirement, compared with 20% of Americans ages 50+ overall
"The roadmap to retirement is no longer a straight line, which makes personalized financial planning increasingly important," said Ron Barrett, Chief Distribution Officer at F&G. "A financial professional can help individuals think through how their assets will support the different stages of retirement and secure a financial legacy through a customized plan that provides predictability along the way. Guaranteed income products, such as annuities, and protection products, such as indexed universal life insurance, can be important parts of that conversation by helping provide reliable income and greater financial confidence throughout retirement, no matter what path that journey takes."
For more information on F&G's latest survey, please visit fglife.com/research.
Survey Methodology
This research was conducted by Censuswide, among a sample of 2001 US Adults Aged 50+, 'decision-makers' for household finances (or shared decision making), with $100k+ investable assets. The data was collected between 8/4/2026 – 8/31/2026.
About F&G
F&G Annuities & Life, Inc. is committed to helping Americans turn their aspirations into reality. F&G is a leading provider of insurance solutions serving retail annuity and life customers and institutional clients and is headquartered in Des Moines, Iowa. For more information, please visit fglife.com.
Media Contact
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Copeland Capital Management ve třetím čtvrtletí snížila svůj podíl v Domino’s Pizza o 99,8 % prodejem 49 661 akcií; zůstalo jí 116 akcií v hodnotě 35 000 USD.
Copeland Capital Management LLC reduced its stake in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 99.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116 shares of the restaurant operator’s stock after selling 49,661 shares during the period. Copeland Capital Management LLC’s holdings in Domino’s Pizza were worth $35,000 at the end of the most recent reporting period.
Other hedge funds also recently added to or reduced their stakes in the company. SHP Wealth Management purchased a new stake in shares of Domino’s Pizza during the 4th quarter valued at about $25,000. MBM Wealth Consultants LLC acquired a new position in Domino’s Pizza during the 1st quarter worth approximately $31,000. Rakuten Securities Inc. acquired a new position in Domino’s Pizza during the 2nd quarter worth approximately $28,000. Cornerstone Planning Group LLC boosted its holdings in Domino’s Pizza by 450.0% in the 1st quarter. Cornerstone Planning Group LLC now owns 99 shares of the restaurant operator’s stock worth $33,000 after acquiring an additional 81 shares during the period. Finally, Investors Research Corp boosted its holdings in Domino’s Pizza by 9,900.0% in the 2nd quarter. Investors Research Corp now owns 100 shares of the restaurant operator’s stock worth $30,000 after acquiring an additional 99 shares during the period. 94.63% of the stock is owned by hedge funds and other institutional investors.
Domino’s Pizza Stock Down 0.1%
DPZ stock opened at $295.89 on Thursday. Domino’s Pizza Inc has a 52-week low of $282.00 and a 52-week high of $442.35. The stock’s 50 day moving average is $322.65 and its two-hundred day moving average is $327.05. The company has a market capitalization of $9.79 billion, a PE ratio of 16.30, a P/E/G ratio of 1.35 and a beta of 0.94.
Domino’s Pizza (NASDAQ:DPZ – Get Free Report) last announced its earnings results on Tuesday, October 13th. The restaurant operator reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.33 by $0.27. The company had revenue of $1.19 billion for the quarter. Domino’s Pizza had a negative return on equity of 15.48% and a net margin of 12.03%. The business’s revenue for the quarter was up 3.4% on a year-over-year basis. During the same period in the previous year, the company earned $4.08 earnings per share. As a group, sell-side analysts anticipate that Domino’s Pizza Inc will post 18.98 EPS for the current year.
Domino’s Pizza Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 30th. Investors of record on Tuesday, December 15th will be paid a $1.99 dividend. This represents a $7.96 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Tuesday, December 15th. Domino’s Pizza’s payout ratio is 45.15%.
Insider Buying and Selling at Domino’s Pizza
In other Domino’s Pizza news, EVP Kelly E. Garcia sold 12,430 shares of the stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $322.04, for a total transaction of $4,002,957.20. Following the transaction, the executive vice president directly owned 9,352 shares in the company, valued at $3,011,718.08. This represents a 57.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Russell J. Weiner sold 10,850 shares of the firm’s stock in a transaction on Friday, July 17th. The stock was sold at an average price of $330.83, for a total transaction of $3,589,505.50. Following the transaction, the chief executive officer directly owned 43,829 shares of the company’s stock, valued at approximately $14,499,948.07. This represents a 19.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.89% of the company’s stock.
Domino’s Pizza News Summary
Here are the key news stories impacting Domino’s Pizza this week:
Positive Sentiment: Third-quarter earnings exceeded expectations. Domino’s reported EPS of $4.60, up from $4.08 a year earlier and above consensus estimates near $4.33-$4.38. Revenue rose 3.4% year over year to $1.19 billion, also beating forecasts. Domino’s Pizza third-quarter 2026 financial results
Positive Sentiment: Operational growth and shareholder returns provided support. Global net store growth reached 175 locations, operating income increased 8.3%, and Domino’s declared a quarterly dividend of $1.99 per share, equivalent to a $7.96 annualized payout and approximately a 2.7% yield.
Neutral Sentiment: Analyst views remain mixed but generally imply upside. BTIG reaffirmed a Buy rating with a $425 target, while Bank of America maintained Buy at $410. However, Morgan Stanley, RBC, Robert W. Baird and Citigroup lowered their targets to $345, $320, $320 and $308, respectively, with neutral or market-perform ratings. The cuts reflect reduced forecasts rather than a complete loss of confidence.
Negative Sentiment: Same-store sales and consumer demand were weak. U.S. same-store sales increased only 0.3%, while international same-store sales grew 0.2% excluding currency effects. Management cited cautious consumers, competition and pressure on items per order, raising concerns that customers are spending less each time they order. Reuters Domino’s outlook
Negative Sentiment: Analysts cut estimates following the report. Forecast reductions cited an “increasingly unfavorable consumer backdrop,” weak international sales and slowing growth. Narrower store margins and muted full-year same-store sales expectations are outweighing the quarterly profit beat, explaining why DPZ has decreased despite stronger-than-expected results. Benzinga analyst estimate cuts
Wall Street Analyst Weigh In
DPZ has been the subject of several recent research reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Domino’s Pizza in a research report on Wednesday, August 26th. Morgan Stanley dropped their price objective on shares of Domino’s Pizza from $357.00 to $345.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Royal Bank Of Canada reduced their target price on shares of Domino’s Pizza from $325.00 to $320.00 and set a “sector perform” rating on the stock in a research report on Wednesday. Mizuho decreased their target price on shares of Domino’s Pizza from $420.00 to $380.00 and set an “outperform” rating for the company in a research note on Wednesday. Finally, Oppenheimer decreased their target price on shares of Domino’s Pizza from $465.00 to $415.00 and set an “outperform” rating for the company in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $380.87.
View Our Latest Research Report on Domino’s Pizza
About Domino’s Pizza
(Free Report)
Domino’s Pizza, Inc is a global quick-service restaurant company specializing in pizza delivery and carryout. Its menu includes a variety of pizzas, sides, desserts and beverages, with orders placed through digital platforms, phone ordering and participating stores.
Founded in 1960 in Ypsilanti, Michigan, Domino’s began as a small pizza business and adopted its current name in 1965. The company has expanded through a primarily franchise-based model, supported by company-owned stores and an integrated supply chain that provides food and other products to many participating locations.
Domino’s serves customers in the United States and international markets across North America, Europe, Asia-Pacific, the Middle East, Africa and other regions.
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Want to see what other hedge funds are holding DPZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Domino’s Pizza Inc (NASDAQ:DPZ – Free Report).
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Společnost Redwire získala objednávky v hodnotě přibližně 13,8 milionu USD na dodávku dronů Stalker pro instruktory americké Národní gardy k výcviku nastupujících vojáků.
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Redwire Corporation (NYSE: RDW), a global leader in space and defense technology solutions, today announced it will deliver Redwire’s Stalker Uncrewed Aircraft Systems (UAS) in support of the National Guard Bureau’s evolving mission requirements and UAS modernization priorities. The value of the purchase orders was approximately $13.8 million.
“The Stalker UAS offers advanced multi-mission capabilities and operational durability in extreme environments. We are incredibly proud to partner with the National Guard Bureau," said Joshua Stinson, Co-President and CGO at Redwire Defense Tech.
Share The long range, Group 2 Stalker UAS will provide National Guard instructors with a highly reliable, modular platform to train incoming soldiers on complex flight operations, field maintenance, and multi-mission payload deployment. Stalker serves as an ideal bridge for this advanced training environment due to its ease of use and sophisticated yet highly learnable architecture.
"As the threat environment evolves so do mission requirements, and the National Guard requires versatile operators who are trained on combat proven aircraft that are ready to field," said Joshua Stinson, Co-President and Chief Growth Officer at Redwire Defense Tech. “The Stalker UAS offers advanced multi-mission capabilities and operational durability in extreme environments. We are incredibly proud to partner with the National Guard Bureau to equip guardsmen with the hands-on experience they need to ensure domestic readiness and overseas mission success."
National guardsmen will utilize Stalker to master critical competencies required by the U.S. Army’s newest Military Occupational Specialty (MOS): the 15X Tactical UAS Specialist. The 15X MOS represents a major paradigm shift in military aviation, combining the traditional roles of UAS operator and maintainer into a single, highly adaptable operator. Guardsmen trained under this curriculum are expected to embed within maneuver formations to operate, maintain, and rapidly troubleshoot Group 1 through Group 3 systems at the tactical edge.
By deploying the combat proven Stalker across key regional training sites, including Camp Shelby, Mississippi and Fort Indiantown Gap, Pennsylvania, the National Guard Bureau is pursuing standardized, high-tier instruction that replicates the multi-domain challenges guardsmen will face when integrated into brigade and lower-level maneuver units.
Redwire specializes in delivering innovative and combat proven uncrewed aircraft, advanced optics, and resilient energy solutions that are used by allied government and civilian operations worldwide. With nearly three decades of technology heritage and manufacturing expertise, Redwire’s experienced team delivers proven solutions based on real-world mission needs.
About Redwire
Redwire Corporation (NYSE: RDW) is an integrated space and defense tech company focused on advanced technologies. We are building the future of aerospace infrastructure, autonomous systems, and multi-domain operations leveraging digital engineering and AI automation. Redwire’s approximately 1,400 employees located throughout North America and Europe are committed to delivering innovative space and airborne platforms transforming the future of multi-domain operations. For more information, please visit RDW.com.
MINNEAPOLIS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- OneMedNet Corporation (Nasdaq: ONMD) (“OneMedNet,” the “Company,” “we,” “us” or “our”), a leading provider of First-Party (Direct-from-Source) regulatory decision-grade, AI-driven Real-World Data (RWD), today announced the addition of a leading hospital system to its iRWD™ platform and federated provider network and expects to expand the network by up to 12 additional hospitals. The new partnership meaningfully expands both the scale and more importantly clinical depth of OneMedNet’s healthcare data network.
This expansion provides first party, direct-from-source delivering multimodal medical imaging, rich clinical reports, and associated healthcare data spanning the full continuum of care across all therapy areas. By capturing complete patient journeys over time—from initial diagnosis through treatment and follow-up—OneMedNet continues to build the longitudinal depth that AI developers, life sciences companies, and medical device innovators require.
“Every expansion of our network strengthens what we believe is OneMedNet’s core differentiator: the depth and completeness of our longitudinal patient data, delivered as fully de-identified, regulatory-grade datasets through our secure federated network of live source data,” said Aaron Green, CEO & President of OneMedNet. “Direct-from-source environments give us a quality and richness of data that aggregated sources can’t replicate. We believe that depth is what fuels meaningful AI innovation and robust Real-World Evidence at the speed, scale, and quality modern healthcare demands and it continues to expand our pipeline as we build OneMedNet’s position as a preferred provider of regulatory-grade datasets.”
The expanded network is expected to directly support OneMedNet’s role in advancing healthcare innovation on two fronts. First, the Company’s regulatory-grade, AI-ready data fuels AI innovation, including the development, training, and validation of foundational AI models and clinical algorithms that depend on high-quality, diverse, and deeply annotated healthcare data building on the Company’s recently announced agreement to supply data for foundational AI model development. Second, the Company’s longitudinal Real-World Data enables the generation of Real-World Evidence (RWE) that supports regulatory submissions, post-market surveillance, clinical research, and market access decisions across the life sciences and medical device industries.
About OneMedNet Corporation
OneMedNet Corporation is revolutionizing Real-World Data (RWD) through its iRWD™ platform, delivering regulatory decision-grade, AI-ready datasets that include de-identified medical imaging alongside comprehensive clinical records. With a network spanning more than 2,300 sites and encompassing over 90 million patient journeys and 270 million studies, OneMedNet serves life sciences companies, medical device manufacturers, AI developers, and other innovators seeking high-quality, compliant healthcare data. The Company’s platform supports applications ranging from drug development and regulatory submissions to foundational AI model training.
Learn more at www.onemednet.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical facts contained in this press release are forward-looking statements. These statements include, but are not limited to, statements regarding our recent partnership with the announced hospital system, including its benefits and affects on our network, and the general demand for our products, our ability to achieve our operational strategies, our expected growth in the business and statements generally about our products, plans and strategies.
Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include, but are not limited to: our ability to change the direction of OneMedNet; our ability to keep pace with new technology and changing market needs; the competitive environment of our business; risks inherent with investing in Digital Assets, including Digital Asset’s volatility; our ability to implement our Digital Asset treasury strategy and its effects on our business; and the other risks described in our most recent Annual Report on Form 10-K and our subsequent filings with the Securities and Exchange Commission. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.
Sax Wealth Advisors LLC acquired a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 684 shares of the data storage provider’s stock, valued at approximately $1,190,000.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Handelsbanken Fonder AB boosted its stake in shares of Sandisk by 35.1% in the second quarter. Handelsbanken Fonder AB now owns 57,564 shares of the data storage provider’s stock worth $130,885,000 after acquiring an additional 14,964 shares during the last quarter. Focus Partners Advisor Solutions LLC purchased a new stake in shares of Sandisk during the second quarter worth approximately $4,775,000. Florida Financial Advisors LLC purchased a new stake in shares of Sandisk during the first quarter worth approximately $2,747,000. UNICOM Systems Inc. increased its position in shares of Sandisk by 14.9% during the second quarter. UNICOM Systems Inc. now owns 58,500 shares of the data storage provider’s stock worth $133,013,000 after purchasing an additional 7,600 shares in the last quarter. Finally, Affinity Capital Advisors LLC acquired a new position in Sandisk in the 2nd quarter valued at $2,506,000.
Insider Transactions at Sandisk In related news, CEO David Goeckeler sold 33,841 shares of Sandisk stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $1,574.21, for a total value of $53,272,840.61. Following the completion of the transaction, the chief executive officer owned 382,865 shares in the company, valued at approximately $602,709,911.65. The trade was a 8.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Luis Visoso sold 1,000 shares of the company’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $1,568.83, for a total value of $1,568,830.00. Following the sale, the chief financial officer directly owned 130,976 shares in the company, valued at $205,479,078.08. This represents a 0.76% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 77,899 shares of company stock valued at $121,159,122. Corporate insiders own 0.29% of the company’s stock.
Analyst Upgrades and Downgrades Several equities analysts have recently weighed in on SNDK shares. Rosenblatt Securities started coverage on shares of Sandisk in a research note on Tuesday, September 22nd. They issued a “buy” rating and a $2,400.00 price target on the stock. Wells Fargo & Company boosted their price target on shares of Sandisk from $1,400.00 to $1,550.00 and gave the company an “equal weight” rating in a research report on Thursday, August 13th. Jefferies Financial Group reissued a “buy” rating and issued a $1,400.00 price objective (up from $1,000.00) on shares of Sandisk in a report on Thursday, August 6th. JPMorgan Chase & Co. started coverage on shares of Sandisk in a research report on Friday, August 14th. They set an “overweight” rating and a $2,250.00 price objective for the company. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $3,000.00 price objective (up from $1,700.00) on shares of Sandisk in a research report on Thursday, August 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Sandisk presently has a consensus rating of “Moderate Buy” and a consensus price target of $2,120.65. Check Out Our Latest Stock Analysis on SNDK
Sandisk Trading Down 5.3% NASDAQ SNDK opened at $1,403.34 on Thursday. The stock has a fifty day simple moving average of $1,599.14 and a 200-day simple moving average of $1,492.85. The stock has a market cap of $202.82 billion, a PE ratio of 19.25, a P/E/G ratio of 0.15 and a beta of 5.23. Sandisk Corporation has a twelve month low of $130.50 and a twelve month high of $2,354.39.
Sandisk (NASDAQ:SNDK – Get Free Report) last posted its earnings results on Wednesday, August 5th. The data storage provider reported $39.25 EPS for the quarter, beating analysts’ consensus estimates of $33.28 by $5.97. The company had revenue of $8.96 billion for the quarter. Sandisk had a net margin of 56.47% and a return on equity of 87.84%. The company’s quarterly revenue was up 371.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.29 EPS. Sandisk has set its Q1 2027 guidance at 44.000-46.000 EPS. Research analysts predict that Sandisk Corporation will post 208.94 EPS for the current year.
Sandisk declared that its board has approved a stock buyback program on Wednesday, August 5th that authorizes the company to repurchase $14.00 billion in shares. This buyback authorization authorizes the data storage provider to repurchase up to 6.6% of its stock through open market purchases. Share buyback programs are usually an indication that the company’s board of directors believes its shares are undervalued.
Key Headlines Impacting Sandisk Here are the key news stories impacting Sandisk this week:
Positive Sentiment: SanDisk entered a partnership with Meta Platforms to provide data-storage options for Meta’s VR glasses, supporting the company’s exposure to artificial intelligence, augmented reality and other long-term data-demand trends. SanDisk Stock Drops Despite Data Storage Partnership With Meta Positive Sentiment: Analyst Nicholas Mugalli reiterated a highly bullish long-term view, projecting a $3,000 price target and arguing that future earnings could make the valuation appear inexpensive. Other analysts also describe SNDK as an attractive buy-the-dip opportunity because of sustained AI-related memory demand. SanDisk Has More Upside Positive Sentiment: S&P Global upgraded SanDisk’s credit rating to BBB from BB+, citing stronger cash flows and rising AI-driven memory demand. A bullish investment case also points to robust NAND pricing, long-term contracts and financial guarantees. SanDisk Credit Rating Upgrade Neutral Sentiment: Strong third-quarter results from semiconductor-equipment maker ASML and continued expectations for AI infrastructure growth provide support for memory demand, but have not been enough to overcome current sector selling. Why Memory Stocks Are Falling Despite ASML Results Negative Sentiment: Chinese memory maker CXMT’s advances and plans to target high-end server memory are raising fears that new competition could pressure SanDisk’s pricing, market share and expected memory-cycle profits. Why Memory Stocks Are Falling Negative Sentiment: Hotter-than-expected U.S. inflation has increased macroeconomic and interest-rate uncertainty, while concerns about AI funding and stretched semiconductor valuations are adding to the sector-wide selloff. Market Open News About Sandisk (Free Report)
SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.
Featured Stories Five stocks we like better than Sandisk Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know Want to see what other hedge funds are holding SNDK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sandisk Corporation (NASDAQ:SNDK – Free Report).
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Futu ve 2. čtvrtletí 2026 meziročně zvýšila tržby o 36 % a dosáhla provozní marže 62 %, a to navzdory navrhované pokutě ve výši 1,85 miliardy RMB od čínského regulátora.
Imagine a digital brokerage platform that has turned the process of retail investing into an addictive social experience, complete with an interactive community forum where users trade ideas as frequently as they trade securities. This is the reality for users of Futu Holdings (FUTU -4.04%), a global fintech firm that provides brokerage services and wealth management products, primarily through its Futubull and Moomoo platforms. The stock, which trades at $107.08 as of Oct 14, 2026, has faced a challenging year with its price declining by 32% over the past 12 months.
Our proprietary Hidden Gems scoring system assigns Futu Holdings an overall Superscore of 79 out of 100, placing it in the Strong category. The Superscore is an AI-powered score that evaluates a company's overall strength by combining financial performance, product market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39).
A 79 Superscore places the company in the top ~13% of every company we score, ahead of roughly 87 out of every 100 firms in our database. The Superscore is one data-driven signal worth investigating, and this article pairs the reasons the score is high with the reasons it is not higher so the reader can weigh both sides before doing more work.
Premium Feature
Moneyball Superscore
77/100
Today's Change
(
-4.04
%) $
-4.61
Current Price
$
109.45
Why FUTU Has a 79 SuperscoreExceptional operational efficiency: The company maintains a 62% operating margin, proving it can scale its platform to millions of users without ballooning its underlying headcount.Rapid revenue momentum: Revenue grew 36% year over year in the second quarter of 2026, driven by a massive surge in trading volume and successful international expansion.High user stickiness: The platform retains over 98% of funded accounts as of the second quarter of 2026, showing that once users move their assets onto the system, they tend to stay.Asset-light model: Capital spending requirements remain minimal at roughly 0.2% of revenue, highlighting that the proprietary, cloud-based platform generates significant cash without needing constant heavy investment in physical infrastructure.Regulated pathway expansion: Obtaining a VATP license in Hong Kong establishes a compliant framework for virtual asset operations, setting the company apart from less-regulated fintech rivals.Why Is FUTU's Superscore Not Higher?Regulatory penalty impact: The company faces a substantial proposed penalty of RMB 1.85 billion from the China Securities Regulatory Commission, creating a direct drag on current-year net income.Concentrated voting power: Founder Leaf Hua Li holds 63% of the aggregate voting power through a dual-class share structure, which effectively limits the influence of public shareholders.Uncertain legal environment: Multiple securities class action lawsuits and ongoing scrutiny regarding cross-border operations in Mainland China present a persistent risk to the long-term business model.Futu displays a high return on net tangible assets, which ranks it in the top 11% of all companies we score. This efficiency means the company generates outsize profits from a relatively small base of hard physical assets. While the current valuation reflects market caution, this structural efficiency helps the company compound earnings effectively when growth trends remain favorable.
Table 1: Hidden Gems Database Scores for Futu Holdings (FUTU)ScoreScore (out of 100)RankSupporting Data PointProduct (1Y)79Top ~20%Strong international growth in markets like Malaysia offset previous regional regulatory headwinds.Product (5Y)70Top ~31%The company successfully transitioned from a niche Hong Kong broker to a global platform.Financial (1Y)91Top ~1%Profitability inflection marked by a 51% net income margin in the second quarter of 2026.Financial (5Y)81Top ~7%Long-term revenue CAGR of 34% from 2021 to 2025 supported by scalable proprietary tech.Leaders68Top ~49%Dual-class share structure concentrates control, limiting board accountability for public investors.AI18Bottom ~28%Information offerings remain confined to internal platform features rather than stand-alone AI products.Valuation Risk84Top ~3%The company trades at an EV/EBITDA of 8x.Is FUTU Right For Your Portfolio?This stock warrants a closer look if...
You seek exposure to a highly efficient, tech-enabled brokerage platform comparable to the best bank ETFs in capturing cross-border wealth management fees.You value a platform that demonstrates significant operating leverage and high retention rates in a competitive digital financial services market.You may want to keep researching before buying if...
You have a low tolerance for the regulatory uncertainty currently clouding the long-term business model in Mainland China.You prefer companies with simpler ownership structures that do not concentrate voting power in the hands of a single founder.The Superscore is one data-driven signal worth investigating, and you should weigh it against your own financial goals, risk tolerance, and additional research before making any investment decisions.
My 5-year prediction for FUTU stockI expect the stock to potentially double from these lows over the next five years. Despite continued growth in the business, the stock trades at a significant discount. The price-to-earnings ratio is around 10x, with analysts expecting 14% annualized earnings growth.
The company's high margins reflect significant operating expense leverage. It is benefiting from increased scale as it continues to expand internationally. New product launches can also support high margins, such as the launch of securities-backed margin financing on virtual assets.
Futu offers access to the Hong Kong IPO market, enabling it to attract new users and grow its market share. This has been a key driver of growth, with total client assets up nearly 44% year over year in the second quarter.
By continuing to expand into international markets, increase its scale, and innovate with new products, Futu should continue to grow its business while delivering high margins. This makes the stock's recent dip a compelling buying opportunity.
The Hidden Gems Superscore reflects The Motley Fool's proprietary AI-driven evaluation of a company across product, financial, leadership, and valuation pillars as of the article date and may change over time. Performance figures are point-in-time. Past performance does not guarantee future results.
PTC prodloužila spolupráci s Letectvem Spojených států na využívání řešení Servigistics v programu ESCAPE k optimalizaci dodavatelského řetězce náhradních dílů.
Optimizes service parts across complex global supply network
Transforms planning productivity through exception-based management
AI-powered intelligence built on deep service supply chain expertise and proven optimization science
, /PRNewswire/ -- PTC (NASDAQ: PTC) today announced that the United States Air Force (USAF) has extended its use of PTC's Servigistics® service supply chain optimization solution as part of its Enterprise Supply Chain Analysis, Planning, and Execution (ESCAPE) program. The renewal extends a nearly decade-long relationship focused on modernizing the Air Force service supply chain and improving aircraft and system readiness.
Copyright Image: (U.S. Air Force photo/Ken Wright).
The U.S. Air Force first selected Servigistics in 2017 to transform service parts planning across its global supply chain. Its use of the solution has since expanded to support more sophisticated planning and optimization requirements, consolidate legacy systems, and modernize its supply chain planning environment. Today, Servigistics helps the Air Force align inventory and supply decisions with aircraft and system availability objectives by combining advanced forecasting, multi-echelon optimization, supply planning, machine learning, and AI to ensure critical parts are available where and when they are needed.
"Readiness depends on our ability to anticipate requirements and make effective supply chain decisions in an increasingly complex operational environment," said Abigail Strobell, Deputy Chief, U.S. Air Force. "Our continued use of Servigistics enables us to build on the progress we have made in modernizing service parts planning and strengthen the supply chain capabilities that support aircraft availability."
The renewal marks the next phase of this journey, creating opportunities to leverage continued innovation in AI and exception-based management so planners can identify emerging issues, evaluate alternatives, automate routine workflows, and focus expert attention on decisions that require intervention.
With Servigistics and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers to build a modern product data foundation, extend that data across the enterprise, and unlock AI‑powered transformation. Broader use of product data enables companies to bring higher‑quality products to market faster, manage complexity at scale, and support new digital business models.
About PTC
PTC (NASDAQ: PTC) is a global software company that enables manufacturers and product companies to digitally transform how they design, manufacture, and service the physical products that the world relies on. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, please visit www.ptc.com.
Media Contact
Libby Fink: [email protected]
Investor Contact
Michael Maguire: [email protected]
PTC, Servigistics and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries.
RVW Wealth LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 5.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 139,003 shares of the iPhone maker’s stock after acquiring an additional 6,846 shares during the quarter. Apple makes up 3.0% of RVW Wealth LLC’s investment portfolio, making the stock its 10th largest position. RVW Wealth LLC’s holdings in Apple were worth $46,085,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in AAPL. Prospect Hill Management LLC bought a new position in shares of Apple in the second quarter valued at approximately $146,370,000. Focus Partners Advisor Solutions LLC purchased a new position in Apple during the second quarter valued at approximately $168,646,000. Wealthfront Advisers LLC purchased a new position in Apple during the second quarter valued at approximately $482,388,000. Satovsky Asset Management LLC bought a new stake in Apple during the 2nd quarter worth approximately $16,064,000. Finally, Saranac Partners Ltd bought a new stake in Apple during the 2nd quarter worth approximately $9,513,000. Institutional investors own 67.73% of the company’s stock.
Trending Headlines about Apple Here are the key news stories impacting Apple this week:
Positive Sentiment: Apple’s $299 HomeView smart-home hub, along with new cameras, a doorbell, smart lock, thermostat and updated Apple TV and HomePod products, gives the company new hardware and ecosystem expansion opportunities. Analysts also see potential for recurring iCloud+ and other Services revenue. Apple releases HomeView smart home hub with screen as showcase for Siri AI Positive Sentiment: Apple reportedly plans to launch Apple Intelligence in mainland China in December, potentially improving access to AI features in a strategically important market. Apple to Release AI Platform in Mainland China Positive Sentiment: Apple benefited from news that GlobalFoundries will build two New York fabs with up to $21 billion in U.S.-Japan funding. Apple is expected to source chips from the expanded domestic capacity, supporting supply-chain diversification. GlobalFoundries Secures $21B for New York Fabs Positive Sentiment: Investor optimism was reinforced by Apple’s market value reclaiming the $5 trillion milestone, while analyst Dan Ives suggested a stronger AI strategy could support a $400 price target. Apple reaches new highs ahead of iPhone Duo preorders Neutral Sentiment: Apple’s iPhone Duo preorders begin October 16. Strong demand could provide a near-term catalyst, but reports of shorter iPhone 18 Pro delivery windows and reduced supplier production have raised questions about demand. Neutral Sentiment: Analysts estimate that a paid, more capable Siri could eventually generate substantial Services revenue, but Apple has not announced pricing or a launch date for expanded AI access. Negative Sentiment: OpenAI alleges that a former employee who joined Apple transferred more than 100 confidential files concerning an unreleased device. The case could create legal, reputational and product-development risks, although there is no indication Apple used the information. OpenAI alleges former employee took device files to Apple Negative Sentiment: Gene Munster warned Apple could lose the AI platform battle if users become loyal to rival assistants such as Meta’s Muse or Grok. Critics also questioned whether HomeView meaningfully addresses Apple’s AI shortcomings. Negative Sentiment: With Apple trading near record levels at a rich valuation, investors are concerned that slower growth, margin pressure and uncertain iPhone demand may limit further upside. Insider Activity at Apple In related news, CEO John Ternus sold 25,412 shares of the company’s stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $332.94, for a total value of $8,460,671.28. Following the completion of the transaction, the chief executive officer directly owned 59,567 shares in the company, valued at approximately $19,832,236.98. The trade was a 29.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 2,399 shares of the stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $332.01, for a total value of $796,491.99. Following the completion of the transaction, the senior vice president directly owned 39,593 shares in the company, valued at approximately $13,145,271.93. This represents a 5.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 279,383 shares of company stock valued at $92,912,517. 0.06% of the stock is currently owned by insiders. Apple Trading Up 0.5% Shares of AAPL opened at $342.96 on Thursday. Apple Inc. has a 1-year low of $243.42 and a 1-year high of $348.15. The company has a market capitalization of $5.01 trillion, a P/E ratio of 39.33, a P/E/G ratio of 2.72 and a beta of 1.07. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The firm’s 50 day simple moving average is $324.64 and its 200 day simple moving average is $305.24.
Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion during the quarter, compared to analysts’ expectations of $109.04 billion. During the same quarter in the previous year, the company earned $1.57 EPS. The business’s quarterly revenue was up 16.4% compared to the same quarter last year. Sell-side analysts forecast that Apple Inc. will post 8.75 earnings per share for the current fiscal year.
Apple Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is 12.39%.
Analysts Set New Price Targets AAPL has been the topic of several recent analyst reports. CICC Research increased their target price on shares of Apple from $310.00 to $340.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 4th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a report on Thursday, October 1st. Citic Securities boosted their price target on shares of Apple from $300.00 to $349.00 in a research report on Thursday, August 6th. Bank of America reaffirmed a “buy” rating and issued a $370.00 price target on shares of Apple in a report on Wednesday, September 23rd. Finally, DZ Bank downgraded Apple from a “buy” rating to a “hold” rating and set a $310.00 price objective on the stock. in a research report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $340.39.
View Our Latest Report on Apple
Apple Company Profile (Free Report)
Apple Inc is a technology company that designs, develops and markets consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and software platforms, including iOS, macOS, iPadOS, watchOS and visionOS.
Apple’s services business includes the App Store, Apple Music, Apple TV+, Apple Arcade, Apple News+, Apple Fitness+ and iCloud.
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Apple Inc. (NASDAQ:AAPL) is trending Thursday after a Bloomberg report that the company plans to release Apple Intelligence in mainland China in December as part of the iOS 27.3 update.
Apple shares are testing new highs. Why is AAPL stock breaking out? Apple Plans a Limited Apple Intelligence Launch in China in DecemberAccording to Investing.com, Bloomberg reported Wednesday, citing people familiar with the matter, that the launch will include AI features that first became available in the U.S. two years ago on the iPhone, iPad and Mac. The new Siri AI assistant and other features Apple announced this year won’t be part of the December release. Apple received preliminary approval in July to introduce Apple Intelligence in China and recently held more discussions with the country’s Ministry of Industry and Information Technology about clearance for a consumer debut.
The rollout follows years of preparation and several delays. Apple initially expected a release in May 2025, then pushed it to the end of 2025 and again to spring 2026 while waiting for Chinese government approval. Apple hasn’t confirmed a launch date.
Alibaba and Baidu Reportedly Power the China Version, With a Government FilterChina restricts foreign AI technology, so Apple has partnered with local companies. Alibaba confirmed in July that its Qwen model will power Apple Intelligence features for Chinese users, and Baidu is reportedly handling search and some Siri features. Bloomberg reported that Apple and Alibaba built safeguards that include a process for the government to approve ongoing model updates.
Updated network access permits from the Ministry of Industry and Information Technology, completed September 29, list Apple Intelligence alongside Alibaba’s Qwen and Tongyi Wanxiang models for the iPhone Duo, iPhone 18 Pro and earlier iPhones, according to the South China Morning Post.
Why China Matters to AppleGreater China revenue rose 22.4% from a year earlier to $18.8 billion in Apple’s fiscal third quarter, which ended in June, according to Tech Times. Apple Intelligence has been missing from the market since the features debuted globally, and AppleInsider noted it remains to be seen whether the launch will help iPhone sales in China when local competitors ship more capable AI models on their phones.
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Apple Shares Trade FlatAAPL Price Action: At the time of publication, Apple shares are trading 0.76% higher at $345.58, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Investoři před zveřejněním výsledků Tesly za třetí čtvrtletí žádají harmonogram zahájení prodeje Cybercabu, rozšíření služby Robotaxi a jasný plán ohledně možnosti bezplatných hardwarových upgradů z HW3 pro FSD bez dohledu.
Ahead of Tesla Inc.‘s (NASDAQ:TSLA) third-quarter 2026 earnings call scheduled to take place on Oct. 21, here are some of the top questions on investors’ minds, ranging from the Cybercab scale-up, Robotaxi fleet’s insurance liability, to a possible Tesla van in the works and more.
Cybercab Fleet Expansion, Insurance LiabilityTesla investors, sharing the questions on the Say platform on Thursday, asked about Tesla’s timeline for the Cybercab’s retail debut. “When will the CyberCab be available for customer purchase/ownership?” an investor representing over 444,000 shares asked.
Another question related to Tesla’s Robotaxi fleet was asked by an investor representing over 515,000 shares. “How does the Cybercab fleet scale past Austin?” the investor asked following the Cybercab’s recent 300+ vehicle expansion announcement. “What’s the regulatory path outside Texas given NHTSA’s open safety review?” the investor asked.
Musk, on multiple occasions, has touted the Robotaxi service as a service that would combine Airbnb Inc. (NASDAQ:ABNB) with Uber Technologies Inc. (NYSE:UBER). “How would insurance work with owning a Robotaxi fleet? Is Tesla going to take full responsibility?” an investor asked.
Another investor, who represented nearly 61,000 shares, asked: “When will private owners be able to buy Cybercabs and operate their own robotaxi fleets, and will it be available nationwide or limited to certain states?”
Full Self-Driving Updates?Many of the investors were curious about Tesla’s Full Self-Driving (FSD) capabilities, with multiple FSD-related questions being among the top-rated ones.
“Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?” an investor representing over 261,000 shares asked; the question received 205 votes.
“Can you provide an actual timeline for HW3 upgrades? Has work on this begun internally or are you waiting on HW5 to reach production to begin the technical work?” another investor representing over 161,000 Tesla shares asked, seeking clarity on self-driving tech.
“Mapping for FSD continues to be a problem,” an investor began. “The three biggest issues are recognizing proper speed limits, parking, and typical routes. I understand you use various third-party maps, but why not use your own maps?” the investor asked. “Authorize trusted/verified Tesla owners to provide input,” they said.
“Since HW3 cannot attain Full FSD as promised by Elon in April of 2019, how is Tesla going to compensate owners as purchase of FSD outright was never a prerequisite. Owners purchased a vehicle on promise of a capability never achieved,” an investor questioned.
Tesla’s Possible Robovan? Optimus Scale“Can Tesla offer a full size van for passengers and cargo soon, please?” an investor who represented over 174,000 shares asked. The question received 148 votes on the platform.
Investors also asked about Tesla’s plans and cost structure for the Optimus humanoid robot. “What’s the cost per Optimus unit, and what does the first paying customer look like?” an investor asked. “When do you anticipate Optimus will begin generating revenue?” another investor questioned.
Elon Musk Teases ‘Greatest’ Product DemoAmid the questions, Musk has hyped the Roadster yet again ahead of its debut on Thursday. Taking to social media, Musk said that the Roadster demo had the potential to become the “greatest product demo” of all time, further fueling speculation that the vehicle could possibly hover.
Price Action: TSLA shares were down 1.59% to $361.31 during pre-market trading on Thursday.
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Analytik společnosti Evercore ISI Mark Mahaney stanovil pro Uber cílovou cenu na 150 USD, což oproti ceně 69,31 USD představuje potenciál růstu o 116,4 %.
Uber sits 30% below its 52-week high while robotaxi fears and weak guidance batter the stock, but one Wall Street analyst just planted a flag that stands far above where even the bulls are willing to go.
Uber Technologies (NYSE:UBER | UBER Price Prediction) is trading at $69.31. The average price target among analysts is $100.86, which implies 45.5% upside.
Uber runs a global platform for rides, delivery and freight. It has 208 million monthly active platform consumers and recorded $58.02 billion in quarterly gross bookings. The question hanging over the stock all year is whether robotaxis make Uber the essential aggregator or cut it out of the trip.
One analyst has an unusually clear answer. Evercore ISI’s Mark Mahaney holds a Street-high $150.00 target, which implies 116.4% upside. He expects the stock to more than double. Price targets usually look about 12 months out, so that is a bold call.
Weak Guidance and Robotaxi Fears Left Uber 30% Below Its High
The biggest hit came from guidance. Uber forecast third-quarter adjusted EPS of 84 cents to 88 cents, below the 89 cents analysts expected, and shares fell 4.8%. The second quarter also missed. EPS came in at $0.81 versus $0.833 expected, and revenue was $14.19B versus $14.26B.
On the same call, Uber laid out plans to spend more than $10 billion on robotaxis. This came amid reports that Waymo was considering ending the two companies’ partnership. Investors were already examining capital allocation after the $14.80-billion Delivery Hero deal.
The stock is now 30.9% below its 52-week high of $100.35. That is a severe decline for a megacap. Self-driving headlines keep adding pressure. Uber fell 2.82% in the latest session as investors digested more self-driving news tied to Tesla (NASDAQ:TSLA). The S&P 500 slipped only 1.07% that day.
Evercore’s $150 Case Rests on Uber Becoming the Robotaxi Middleman
Mahaney’s first point is that Uber becomes the network orchestrator for autonomous fleets. Management is pushing the same story. Uber is live in seven AV cities and targets 15 cities by year end. It says partner vehicles reach “mid to high 20s, low 30s” trips per vehicle per day. The CEO, Dara Khosrowshahi, put the goal simply: “Our ambition is straightforward, to become the world’s leading commercialization platform for autonomous vehicles.”
The second point is delivery and cash generation. Delivery revenue grew 28%, and segment operating income rose 38% to $1.05B. Trailing free cash flow exceeded $10 billion for the first time. Management also said bigger buybacks will return in “months, not quarters.”
Most of the Street agrees. Of 51 analysts, 9 rate it Strong Buy, 33 Buy, 8 Hold and 1 Sell. Over the last 30 days, analysts revised 2027 EPS estimates up 7 times and down 2 times. Even so, the consensus dipped to $4.5379 from $4.6559 a month earlier. The CEO is adding shares: he bought 141,000 shares on the open market at $70.9642.
A skeptic would point out that the $150 target only works if the market starts treating AV spending as an asset. Management itself warned of a future “P&L impact.”
Lyft and DoorDash Fell Too, but Uber Shows the Widest Gap
The selloff spread across the group. Lyft (NASDAQ:LYFT) is down 14.92% year to date at $16.48. Its average target of $19.47 implies just 18.1% upside, and 31 of 45 analysts rate it Hold.
DoorDash (NASDAQ:DASH) is down 18.75% year to date and 9.6% over the past month. Trading at $184.01, it is well below its $257.37 target, which implies 39.9% upside. It carries 9 Strong Buy, 27 Buy and 10 Hold ratings.
Uber has the largest consensus upside in the group. DoorDash comes close, but it trades at a forward P/E of 38, compared with Uber’s 16.
Uber Has Lagged the S&P 500 by a Wide Margin This Year
At $69.31, Uber has 45.5% upside to the $100.86 consensus target set by 51 analysts. Shares are down 15.18% year to date and 26.46% over the past year. The S&P 500 has gained 12.86% year to date.
The valuation now looks low. Uber trades at about 16 times forward earnings with a free cash flow yield near 6.9%.
Robotaxi Execution Will Decide Whether Uber’s Discount Closes
The bull case improves if Uber reaches 15 AV cities on schedule, keeps Waymo alongside newer partners and resumes big buybacks. If that happens, a re-rating toward $100 looks reasonable. Risks grow if AV spending cuts into margins, Waymo walks away, or competition like Brazil’s “enormous amount of competition” starts dragging on bookings. In that case, today’s low multiple would turn out to be a value trap.
The balance of evidence leans bullish. A CEO buying stock on the open market and a mid-teens multiple on a business with $10 billion of free cash flow make a strong case. Mahaney’s $150 is the best-case outcome. The consensus target of roughly $100 is the more realistic goal.
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Professional Advisory Services ve třetím čtvrtletí snížila svůj podíl v Amazon.com o 6,2 % prodejem 9 034 akcií; nadále drží 135 930 akcií v hodnotě 33,87 milionu USD.
Professional Advisory Services Inc. lowered its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 135,930 shares of the e-commerce giant’s stock after selling 9,034 shares during the period. Amazon.com makes up approximately 4.0% of Professional Advisory Services Inc.’s portfolio, making the stock its 6th largest position. Professional Advisory Services Inc.’s holdings in Amazon.com were worth $33,867,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its stake in shares of Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after purchasing an additional 98,090,585 shares during the last quarter. Bank of America Corp DE purchased a new stake in shares of Amazon.com during the second quarter valued at $22,218,775,000. Bank of New York Mellon Corp purchased a new stake in shares of Amazon.com during the second quarter valued at $16,341,405,000. Legal & General Group Plc purchased a new stake in shares of Amazon.com during the second quarter valued at $12,831,376,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Amazon.com during the second quarter valued at $6,631,466,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.
Amazon.com Stock Down 1.7% Amazon.com stock opened at $254.08 on Thursday. The stock has a market cap of $2.74 trillion, a PE ratio of 20.44, a price-to-earnings-growth ratio of 2.00 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The stock has a fifty day moving average of $257.59 and a 200 day moving average of $251.19.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%. Amazon.com’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.68 earnings per share. As a group, sell-side analysts predict that Amazon.com, Inc. will post 8.03 EPS for the current year. Insider Buying and Selling at Amazon.com In other news, CEO Matthew Garman sold 14,541 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the transaction, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the transaction, the vice president directly owned 119,780 shares in the company, valued at approximately $31,024,217.80. The trade was a 1.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 71,589 shares of company stock worth $18,580,515. 8.90% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades Several research firms recently commented on AMZN. Sanford C. Bernstein reiterated an “outperform” rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Zacks Research cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Citigroup restated a “market outperform” rating on shares of Amazon.com in a research note on Friday, August 14th. Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Finally, DA Davidson reiterated a “neutral” rating and issued a $250.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $322.53.
Read Our Latest Stock Analysis on Amazon.com
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the key bullish catalyst. Reports highlight a $496 billion AWS backlog, cloud margins near 39%, and continued demand for AI infrastructure. Amazon also said its custom-chip and AI businesses each surpassed $25 billion, supporting the case that Trainium and Inferentia could eventually reduce reliance on Nvidia GPUs. AWS Backlog and Cloud Margins Positive Sentiment: Amazon is expanding its AI ecosystem. The company is reportedly considering a roughly $7 billion acquisition of Decart, whose software helps run AI workloads across Nvidia and Amazon chips. The deal could accelerate Trainium adoption and improve AWS’s competitive position. Amazon Decart AI Deal Positive Sentiment: Analyst fundamentals remain supportive. Erste Group raised its FY2027 EPS estimate to $10.71 from $10.54, while Amazon’s Prime Video sports strategy could increase engagement, retention and advertising opportunities. Amazon Prime Video Sports Strategy Neutral Sentiment: Investor positioning may amplify volatility. Amazon was reportedly the most widely owned hedge-fund stock in September, creating potential support but also increasing the risk of crowded-trade selling if earnings or AWS growth disappoints. Amazon Hedge Fund Ownership Negative Sentiment: AI investment is pressuring cash flow. Amazon’s planned spending of roughly $200 billion to $220 billion raises concerns about capital intensity, returns on invested capital and near-term free cash flow, even as operating cash flow improves. Amazon AI Spending Negative Sentiment: Regulatory and execution risks increased. Lawmakers asked the FAA to conduct a site-specific environmental review of Amazon’s proposed Massachusetts drone hub, citing noise, privacy, safety and environmental concerns. Amazon also recalled more than 112,000 bottles of acetaminophen sold through its platform. FAA Review of Amazon Drone Hub Negative Sentiment: New hardware faces market skepticism. Amazon’s $499.99-plus Alexa Tablet 12 Pro moves the company into a higher-priced segment against Apple’s iPad, while Apple’s new smart-home products intensify competition. Amazon Alexa Tablet Launch About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.
Amazon’s major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.
Featured Stories Five stocks we like better than Amazon.com Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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Bee, výrobce nositelné elektroniky s AI vlastněný společností Amazon, uvedl zařízení Frontier za 74,99 USD a Eclipse za 99,99 USD pro nahrávání a shrnování konverzací.
Amazon’s personal AI wearable maker, Bee, is announcing its first new products since being acquired by the retail giant last year. The tech company on Thursday introduced the Bee Frontier, the next generation of its device that can be worn on the wrist or pinned to clothes, along with Bee Eclipse, a credit-card-sized device that magnetically attaches to the back of your smartphone.
The latter puts Bee into more direct competition with AI devices like the Plaud Note or Pocket, but at a lower price point — the Bee Frontier is $74.99, compared with $159 for the Plaud Note (or $189 for the Note Pro), or $129 for the Pocket AI device.
The Bee Frontier will come in Onyx, Lavender, and Sage, while the $99.99 Bee Eclipse will be offered in Silver, Midnight, Honey, and Blush.
Like the original Bee, the idea with the new devices is to leverage AI to take notes from your everyday conversations, allowing you to remember the important things that were said, and then turn those into actionable to-dos, summaries, and insights.
For instance, if you discussed making plans with friends, the Bee would remember the date and time you agreed on, then create a calendar invite. You could also use the Bee to take lecture notes in class, or to jot down the care plan you discussed with a doctor, among other things.
All Bee devices can create conversation summaries and recaps for free, and offer 14 days of memory. With an $11.99 per month Bee Pro subscription, users receive unlimited conversation summaries and integrations with Amazon.com, Alexa+, and third-party applications. Pro users also get suggested to-dos, daily memories, a personal chat assistant, and conversation templates.
To make all this possible, Bee devices use a private computing security architecture, which doesn’t store the raw audio from your conversations. Instead, audio is processed in real time and then deleted. Transcripts of the conversation are encrypted using keys that your device creates and controls, which means no one else, including Amazon employees, can access those files unless you manually and intentionally share them.
In addition, you can opt to connect the Bee to Alexa, allowing your Echo device to use its ability to identify your voice, a feature called Voice ID, to recognize when you’re speaking. It can then record your conversations to provide Bee’s insights. (This aspect of Bee is optional, and Amazon notes you can delete transcripts and summaries at any time.)
With its new connections to Amazon.com and Alexa, Bee users can make purchases from Amazon or ask Alexa for their Bee insights, summaries, or to-dos hands-free.
Bee also works with your existing productivity software, like Gmail, Google Calendar, and Microsoft Outlook, so it can draft emails, set up meetings, surface action items, and more.
Plus, you can upload photos to Bee or connect it with Apple’s HealthKit to add a picture of your overall wellness to be integrated into your provided insights.
The Bee Frontier and Bee Eclipse both have just one button that turns the device off and on, and include an indicator light when it’s summarizing a conversation. The Frontier also offers IP67 water resistance, up to seven days of battery life, USB-C charging, and dual microphones with advanced noise filtering.
All Bee devices come with a companion mobile app, which has also been newly redesigned, plus a new desktop app.
The Bee Frontier is available now on Amazon, and the Eclipse will be available soon thereafter.
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Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.
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Iyo Bank ve druhém čtvrtletí koupila 77 222 akcií společnosti Microsoft za přibližně 28,805 milionu USD; titul tvoří 8,7 % jejího portfolia a je její druhou největší pozicí.
Iyo Bank Ltd. bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 77,222 shares of the software giant’s stock, valued at approximately $28,805,000. Microsoft makes up approximately 8.7% of Iyo Bank Ltd.’s investment portfolio, making the stock its 2nd largest holding.
A number of other institutional investors have also recently added to or reduced their stakes in MSFT. Auto Owners Insurance Co lifted its holdings in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the period. Amundi grew its holdings in Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after acquiring an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP raised its position in Microsoft by 10.5% in the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after acquiring an additional 2,784,809 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Microsoft by 64.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock worth $8,982,083,000 after acquiring an additional 9,493,778 shares in the last quarter. Finally, Hsbc Holdings PLC raised its position in Microsoft by 7.8% in the fourth quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant’s stock worth $10,715,379,000 after acquiring an additional 1,599,412 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 150,314 shares of company stock valued at $75,404,992. Corporate insiders own 0.03% of the company’s stock.
Microsoft Trading Down 1.8% Shares of NASDAQ MSFT opened at $533.69 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a market cap of $3.96 trillion, a price-to-earnings ratio of 29.72, a P/E/G ratio of 1.74 and a beta of 1.10. The business has a fifty day simple moving average of $504.15 and a 200-day simple moving average of $438.68. Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. Microsoft’s revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the business posted $3.65 EPS. Sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.
Microsoft Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.
Wall Street Analysts Forecast Growth Several equities analysts have recently weighed in on the stock. Oppenheimer raised their price objective on shares of Microsoft from $515.00 to $570.00 and gave the company an “outperform” rating in a research report on Tuesday, September 22nd. Melius Research set a $665.00 target price on shares of Microsoft and gave the stock a “buy” rating in a report on Monday, October 5th. Stifel Nicolaus upgraded shares of Microsoft from a “hold” rating to a “buy” rating and boosted their target price for the stock from $530.00 to $575.00 in a report on Tuesday, September 22nd. Royal Bank Of Canada reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, September 10th. Finally, Wolfe Research cut shares of Microsoft from an “outperform” rating to a “hold” rating in a report on Wednesday, September 23rd. Forty-one equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $581.24.
View Our Latest Stock Analysis on MSFT
Microsoft News Summary Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout? Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results. Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny. Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run. Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal. Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective. Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.
Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.
Featured Articles Five stocks we like better than Microsoft Tesla Wants to Make Its Own Chips—What Could Go Wrong? IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver? PBF Energy’s Stunning Rally Faces a Critical Test Citi Stock Falls Despite Earnings Beat: What Investors Need to Know Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Landscape Capital Management L.L.C. acquired a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,822 shares of the software giant’s stock, valued at approximately $1,053,000.
A number of other large investors have also recently made changes to their positions in MSFT. Auto Owners Insurance Co increased its stake in Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Corient Private Wealth LLC lifted its stake in shares of Microsoft by 234.5% in the 4th quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant’s stock valued at $8,619,211,000 after purchasing an additional 12,493,786 shares during the last quarter. Amundi lifted its stake in shares of Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after purchasing an additional 9,493,778 shares during the last quarter. Finally, Diamant Asset Management Inc. boosted its holdings in shares of Microsoft by 38,442.1% in the 1st quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant’s stock worth $2,521,001,000 after purchasing an additional 6,792,718 shares during the period. 71.13% of the stock is currently owned by institutional investors.
Microsoft Price Performance Microsoft stock opened at $533.69 on Thursday. The firm has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 29.72, a PEG ratio of 1.74 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The company has a fifty day simple moving average of $504.15 and a 200-day simple moving average of $438.68. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.65 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 19.65 EPS for the current fiscal year. Microsoft Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout? Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results. Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny. Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run. Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal. Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective. Wall Street Analyst Weigh In Several research firms have recently weighed in on MSFT. Bank of America boosted their target price on Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research report on Tuesday, September 1st. KeyCorp restated an “overweight” rating on shares of Microsoft in a report on Thursday, September 3rd. Scotiabank raised their price target on Microsoft from $510.00 to $615.00 and gave the stock an “outperform” rating in a research report on Monday, October 5th. Mizuho dropped their price objective on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research note on Wednesday, July 15th. Finally, Phillip Securities lowered shares of Microsoft from a “moderate buy” rating to a “hold” rating in a research note on Monday. Forty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $581.24.
View Our Latest Analysis on MSFT
Insiders Place Their Bets In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 150,314 shares of company stock worth $75,404,992 in the last three months. 0.03% of the stock is owned by company insiders.
Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.
Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.
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Concord Investment Counsel ve druhém čtvrtletí koupila 30 114 akcií společnosti Microsoft za zhruba 10,742 milionu USD; tato pozice tvoří 2,9 % jejího portfolia.
Concord Investment Counsel Inc. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 30,114 shares of the software giant’s stock, valued at approximately $10,742,000. Microsoft makes up 2.9% of Concord Investment Counsel Inc.’s portfolio, making the stock its 14th largest holding.
A number of other hedge funds have also bought and sold shares of the company. Korea Investment CORP acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $1,873,752,000. EP Wealth Advisors LLC acquired a new position in Microsoft during the 2nd quarter valued at approximately $350,329,000. Heartland Bank & Trust Co acquired a new position in Microsoft during the 2nd quarter valued at approximately $10,934,000. M1 Capital Management LLC acquired a new position in Microsoft during the 2nd quarter valued at approximately $2,062,000. Finally, Rakuten Securities Inc. bought a new position in Microsoft during the 2nd quarter worth $12,688,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades Several equities research analysts have weighed in on the company. BMO Capital Markets initiated coverage on Microsoft in a research report on Monday, October 5th. They issued an “outperform” rating on the stock. Sanford C. Bernstein set a $660.00 target price on Microsoft in a research note on Monday, August 10th. BNP Paribas Exane downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Oppenheimer upped their price target on shares of Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 22nd. Finally, Scotiabank increased their price objective on shares of Microsoft from $510.00 to $615.00 and gave the stock an “outperform” rating in a report on Monday, October 5th. Forty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $581.24.
Read Our Latest Stock Analysis on Microsoft Microsoft Stock Down 1.8% Shares of Microsoft stock opened at $533.69 on Thursday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The business’s fifty day moving average price is $504.15 and its two-hundred day moving average price is $438.68. The company has a market capitalization of $3.96 trillion, a P/E ratio of 29.72, a PEG ratio of 1.74 and a beta of 1.10.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the prior year, the business posted $3.65 earnings per share. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. As a group, research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.
Microsoft Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is currently 20.27%.
Insider Activity at Microsoft In other Microsoft news, EVP Amy Hood sold 41,674 shares of the firm’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares of the company’s stock, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 150,314 shares of company stock worth $75,404,992 in the last 90 days. Corporate insiders own 0.03% of the company’s stock.
Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout? Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results. Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny. Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run. Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal. Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective. Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.
Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.
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Avanda Investment Management ve druhém čtvrtletí koupila 12 360 akcií společnosti Microsoft za zhruba 4,611 milionu USD; MSFT je její čtvrtou největší pozicí.
Avanda Investment Management Pte. Ltd. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 12,360 shares of the software giant’s stock, valued at approximately $4,611,000. Microsoft comprises 1.5% of Avanda Investment Management Pte. Ltd.’s investment portfolio, making the stock its 4th largest holding.
Several other institutional investors also recently modified their holdings of the company. Landscape Capital Management L.L.C. acquired a new position in shares of Microsoft during the second quarter worth $1,053,000. Concord Investment Counsel Inc. bought a new position in Microsoft during the 2nd quarter worth $10,742,000. Korea Investment CORP bought a new position in Microsoft during the 2nd quarter worth $1,873,752,000. EP Wealth Advisors LLC acquired a new position in Microsoft during the 2nd quarter worth about $350,329,000. Finally, Heartland Bank & Trust Co acquired a new position in Microsoft during the 2nd quarter worth about $10,934,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.
Microsoft Stock Performance Shares of Microsoft stock opened at $533.69 on Thursday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The business has a 50-day moving average price of $504.15 and a two-hundred day moving average price of $438.68. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market cap of $3.96 trillion, a P/E ratio of 31.45, a PEG ratio of 1.74 and a beta of 1.10. Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the company posted $3.65 EPS. The business’s quarterly revenue was up 17.7% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 19.65 EPS for the current year.
Microsoft Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.
Analyst Ratings Changes MSFT has been the topic of a number of analyst reports. Argus reduced their price target on Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Jefferies Financial Group restated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research report on Wednesday. Rothschild & Co Redburn set a $440.00 price objective on Microsoft in a research note on Monday, September 21st. BNP Paribas Exane cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Finally, Guggenheim reissued a “buy” rating and set a $586.00 target price on shares of Microsoft in a research report on Monday, July 27th. Forty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average price target of $581.24.
Read Our Latest Analysis on Microsoft
More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout? Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results. Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny. Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run. Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal. Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective. Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.
Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.
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