Akcie společnosti BlackBerry za poslední měsíc posílily o 7,7 %; odhad zisku na akcii pro současný fiskální rok se za posledních 30 dní zvýšil o 30,8 % na 0,21 USD.
BlackBerry (BB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this cybersecurity software and services company have returned +7.7% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Internet - Software industry, to which BlackBerry belongs, has gained 4.5% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, BlackBerry is expected to post earnings of $0.05 per share, indicating no change. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $0.21 for the current fiscal year indicates a year-over-year change of +31.3%. This estimate has changed +30.8% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.23 indicates a change of +9.5% from what BlackBerry is expected to report a year ago. Over the past month, the estimate has changed +1.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, BlackBerry is rated Zacks Rank #3 (Hold).
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For BlackBerry, the consensus sales estimate for the current quarter of $148.5 million indicates a year-over-year change of +4.7%. For the current and next fiscal years, $628.84 million and $682.59 million estimates indicate +14.5% and +8.5% changes, respectively.
Last Reported Results and Surprise HistoryBlackBerry reported revenues of $163.3 million in the last reported quarter, representing a year-over-year change of +26%. EPS of $0.07 for the same period compares with $0.04 a year ago.
Compared to the Zacks Consensus Estimate of $143 million, the reported revenues represent a surprise of +14.2%. The EPS surprise was +75%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
BlackBerry is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about BlackBerry. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
SummaryTaiwan Semiconductor Manufacturing Company Limited delivered another quarterly beat, surpassing consensus on both revenue and earnings.TSM’s growth is fueled by robust AI-driven demand, reinforcing its leadership and long-term investment appeal.Despite strong results, TSM shares have dipped post-earnings, creating what I view as an attractive buying opportunity.I see the market’s reaction as irrational, given TSM’s 14 consecutive quarters of outperformance and ongoing positive momentum.Looking for more investing ideas like this one? Get them exclusively at Cash Flow Club. Learn More » Silver Place/iStock via Getty Images
Article Thesis Very early on Thursday morning, Taiwan Semiconductor Manufacturing Company Limited (TSM), aka TSMC, reported its most recent quarterly earnings results. The company once again beat estimates on both lines, showing excellent
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA, GOOG, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that spending, and its valuation still hasn't caught up…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is turning custom AI chips into the fastest-growing revenue stream in large-cap semiconductors. Based on our proprietary model, the 24/7 Wall St. price target for Broadcom is $425.56 over the next 12 months. That means 19.97% upside from the current $354.73.
24/7 Wall St. Price Target Summary
Metric
Value
Current Price
$354.73
24/7 Wall St. Price Target
$425.56
Upside/Downside
19.97%
Recommendation
BUY
Confidence Level
90%
Broadcom has delivered a 9th consecutive EPS beat, guided AI semiconductor revenue to $21.70B next quarter, and trades at a forward multiple below what its growth rate suggests.
NVIDIA (NASDAQ:NVDA) still owns general-purpose AI compute. Broadcom is building the custom-silicon and Ethernet layer that hyperscalers and AI labs are using to lower their cost per workload, and that is where I see the next leg of AI value creation.
Broadcom Shares Stall While AI Revenue Triples
The stock has fallen 2.07% over the past week and 1.76% over the past month, and it is up just 3.13% year to date. It sits between a 52-week low of $288.95 and a high of $493.28. This week chip stocks slid after a “casino” comment by Broadcom’s chief executive, which added to sector volatility.
Fiscal Q3 revenue of $29.59B beat the $29.44B estimate and rose 85.5% YoY. Non-GAAP EPS of $3.32 exceeded the $3.24 estimate. AI semiconductor revenue reached $16.70B, up 221% YoY.
Why Bulls See $535 and Beyond
The bull case reaches $535.59, which is close to the consensus target. Of the analysts covering Broadcom, 7 rate it Strong Buy, 40 Buy and 3 Hold, with zero Sells.
Management expects fiscal 2027 AI revenue of approximately $115 billion and has line of sight to $230 billion in fiscal 2028. Hock Tan said Broadcom is “very much on target to exceed $30 in earnings per share in fiscal 2028.”
Anthropic is expected to become Broadcom’s largest XPU customer in 2027. Google (NASDAQ:GOOGL), OpenAI and Meta (NASDAQ:META) are scaling custom accelerators that management says cost “less than half the cost” of a GPU.
Risks That Could Cap Broadcom Near $376
The bear case sits at $375.91. Broadcom has only six XPU customers, and deployments depend on customers securing land, power and data center shells. Gross margin fell 210 basis points sequentially to 75%.
That drop reflects the higher memory content in XPUs, and operating margin still hit a record 67.9%. Debt totals $59.6 billion, though Broadcom paid down $5.6 billion last quarter. Residual value guarantees linked to AI lab financing are a potential risk worth tracking.
How Broadcom Compares to NVIDIA and AMD
NVIDIA is the benchmark Broadcom’s XPUs aim to undercut, and it competes directly in AI networking. Its Data Center Networking revenue reached $40.31 billion, up 138%, and the stock trades near 46 times trailing earnings.
AMD (NASDAQ:AMD) competes for the same hyperscaler AI budgets. Its Data Center revenue grew 107%, but it trades at about 224 times trailing earnings.
Company
P/E
Latest Quarter Revenue Growth
Broadcom
19x (forward)
85.5%
NVIDIA
46x (trailing)
105.85%
AMD
224x (trailing)
50.11%
Broadcom grows faster than AMD and trades at a far lower multiple than either peer. Against this group, our 24/7 Wall St. price target looks conservative.
Broadcom Earns a Buy Rating at $355
I rate Broadcom a buy with a 24/7 Wall St. price target of $425.56 and 90% confidence. What tips the scale is the visibility on fiscal 2027 AI revenue, which management says is supported by secured supply.
The bull case strengthens if Broadcom delivers its Q4 AI guide. It weakens if data center power delays push customer deployments into 2028. (The features that showed up in the last generation of monster chip winners are the same ones we cataloged in a free playbook here: The Next Nvidia Playbook.)
Broadcom Price Prediction 2026-2030
Our model projects where Broadcom could trade if current growth trends hold.
Year
24/7 Wall St. Price Target (Base)
Bull Case
2026
$355.25
$358.15
2027
$427.82
$509.87
2028
$491.28
$617.36
2029
$528.88
$735.75
2030
$584.38
$861.88
These estimates rely on Broadcom keeping execution on its XPU roadmap on track. The biggest swing factors are faster gigawatt deployments at Anthropic and OpenAI on the upside and customer concentration on the downside.
Contact [email protected] for any questions or corrections.
Charles Schwab Corp (NYSE:SCHW), the US financial services and brokerage firm, reported record third-quarter revenue of $7.17 billion as net income rose 23% to $2.91 billion, supported by stronger client asset inflows, lending and interest income.
Revenue increased 17% year on year in the three months to September, while diluted earnings per share rose 29% to $1.62 from $1.26 a year earlier.
Adjusted earnings per share, which exclude certain transaction and acquisition-related costs and the amortisation of acquired intangible assets, also climbed 29% to $1.69, beating analysts’ expectations of $1.65, according to market estimates reported by Barron’s.
The company attracted a record $190.4 billion in core net new assets, up 38% from the same period last year, while total client assets increased 15% to $13.33 trillion.
Schwab opened 1.2 million new brokerage accounts during the quarter, bringing its total client accounts to 48.6 million, as the company continued to attract investors and expand relationships with existing customers.
Net interest revenue, the difference between income earned on loans and investments and interest paid on deposits and other borrowing, rose 14% to $3.48 billion, while net interest margin widened to 3.04% from 2.88% in the previous quarter.
Asset management and administration fees increased 14% to $1.91 billion, while trading revenue rose 16% year on year to $1.16 billion, although it fell 5% from the second quarter.
Daily average trades climbed 44% year on year to 10.7 million, reflecting stronger client activity, but revenue per trade declined 20% to $1.69.
Lending activity also strengthened, with bank loan balances rising 35% year on year to $72.3 billion and margin loan balances, which reflect borrowing against investment portfolios, increasing 93% to $187.9 billion.
Expenses excluding interest rose 9% to $3.39 billion, slower than revenue growth, helping lift the company’s generally accepted accounting principles (GAAP) pre-tax profit margin to 52.7% from 49.2% a year earlier.
Schwab repurchased 4.7 million shares for $500 million during the quarter and continued investing in technology, including its Charley artificial intelligence assistant for US retail clients and a partnership with Anthropic to offer Claude for Financial Advisors to independent registered investment advisers.
Despite the strong results, Schwab shares fell about 2.4% in premarket trading as investors weighed the earnings beat against broader concerns affecting financial stocks.
Společnost Republic Services zahájila v Bridgetonu výstavbu recyklačního centra, které má od roku 2028 obsloužit přibližně 3 miliony obyvatel a zpracovat až 45 tun recyklovatelných materiálů za hodinu.
Facility will support economic growth and help expand recycling capabilities in the region
, /PRNewswire/ -- Republic Services, Inc. (NYSE: RSG) broke ground on a new state-of-the-art recycling center in Bridgeton. The 105,000-square-foot St. Louis Recycling Center, expected to open in 2028, will serve businesses and approximately 3 million residents across Greater St. Louis and surrounding communities.
Republic Services leaders, state and local officials, and other dignitaries participate in a ceremonial groundbreaking for the Republic Services St. Louis Recycling Center in Bridgeton, Mo. The 105,000 square foot state-of-the-art facility, expected to open in 2028, will process up to 45 tons of recyclables per hour. Photo by Tim Vizer for Republic Services The new facility will have the capacity to process up to 45 tons – or nine truckloads – of recyclables per hour and feature advanced technology, including optical sorters and artificial intelligence (AI) systems, to maximize the recovery of recyclable materials.
Republic Services leaders were joined by representatives from the State of Missouri, St. Louis County, City of St. Louis, City of Bridgeton, community leaders and project partners to kick off the project and tout the facility's role in supporting economic growth, resource recovery and sustainability throughout the region.
"This project is a major investment in the future of recycling throughout Greater St. Louis and reinforces Republic Services' commitment to advancing circularity and sustainability," said Gregg Brummer, chief operating officer. "We appreciate the support we've received for this project from the City of Bridgeton and our project partners, and look forward to opening this facility in 2028."
The new recycling center is expected to create up to 200 full-time construction jobs during development. Once operational, the facility will have approximately 60 full-time positions. Republic Services currently has more than 1,000 employees in Missouri.
Republic Services is one of the nation's largest recyclers and is committed to expanding pathways to recover more of the material it collects. Through its network of 80 recycling centers, the company helped divert 6.4 million tons of recyclables from landfills in 2025. The new St. Louis Recycling Center will further strengthen Republic's capabilities to recover more material for use in new products.
About Republic Services
Republic Services, Inc. is a leader in the environmental services industry. Through its subsidiaries, the company provides customers with the most complete set of products and services, including recycling, solid waste, special waste, hazardous waste and field services. Republic's industry-leading commitments to advance circularity and support decarbonization are helping deliver on its vision to partner with customers to create a more sustainable world. For more information, please visit RepublicServices.com.
Contact:
Republic Services Media Relations
480.757.9770
[email protected]
FIS uvedla v USA do komerčního provozu nástroj AI pro šetření případů AML; v Amalgamated Bank má zkrátit prověřování upozornění na první úrovni o více než 90 %.
FIS AML Investigations Agent Now Commercially Available to Help Banks Tackle the Scale and Cost of Financial Crime Compliance
FIS® (NYSE: FIS) today announced that the FIS AML Investigations Agent that was jointly announced in May 2026 with Anthropic, is now commercially available to any U.S.-based bank, including those that are not FIS clients today. This is the first solution of its kind from a provider that already operates the core banking, payments and data infrastructure financial crime investigations depend on, with built-in controls that keep analysts in command of every decision.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261015870819/en/
FIS built the agent with support from Anthropic and design partner Amalgamated Bank. The agent is now being deployed at Amalgamated.
The scale of the challenge is significant. U.S. financial institutions spend an estimated $35 to $40 billion a year on anti-money laundering operations (LexisNexis, 2023), yet analysts devote 40 to 60 percent of investigation time to assembling data before analysis can begin (AnChain.AI, 2025). Industry false-positive rates run between 90 and 95 percent (Datos Insights, 2023). Alert volumes keep climbing. The gap is not analytical capacity - it is the manual evidence assembly that consumes it.
Based on Amalgamated’s analysis of its investigation workflows combined with the AML Investigations Agent’s expected abilities, the agent is projected to reduce Level 1 alert review time by more than 90 percent, Level 2 case investigation time by approximately 98 percent, and SAR narrative preparation time by more than 80 percent - freeing investigators to redirect capacity from data assembly to complex cases that require greater judgment.
The agent applies customer-specific context to every investigation rather than treating all alerts the same. It maps the customer’s type, historical activity and expected behavior against the alert before assembling evidence, so the resulting summary is already calibrated to what is and is not normal for that customer. A seasonal spike in cash deposits looks different from deposits deliberately kept just under federal reporting thresholds. A routine international transfer looks different from an unexplained cross-border wire to a high-risk jurisdiction. The agent identifies those distinctions and explains the rationale to the analyst.
The agent is built on FIS’ Trust Assured framework, which embeds governance, compliance and responsible AI into every FIS product. Every output links to the specific record, document or check image it came from. Every recommendation, the reasoning behind it and the analyst's final decision are logged in a complete audit trail, so investigation outcomes are explainable and ready for internal audit or regulatory examination. Each institution's risk logic, thresholds and investigation procedures remain isolated through the FIS Control Plane, FIS's governance layer for managing agent access, controls and institution-specific configurations. The agent is designed to augment, not replace, the monitoring platforms and case management systems a bank already runs, and natively integrates with FIS Horizon and FIS Systematics, two of FIS core banking platforms, with FIS IBS planned next on the product roadmap.
“Investigations don’t slow down because analysts lack judgment. They slow down because evidence is scattered across systems and every alert gets treated the same,” said Stan Szwalbenest, Head of Enterprise Fraud and Financial Crimes, FIS. “By bringing together the core, payments and data these investigations rely on, FIS gives analysts a head start while keeping them in control of every decision.”
“AML investigations require comprehensive evidence and experienced judgment. The FIS AML Investigations Agent can reduce time spent gathering information and preparing documentation, allowing investigators to focus on complex cases and critical decisions. Each recommendation has a clear audit trail, while the investigator remains accountable for the final determination. In regulated environments, AI must strengthen human expertise while preserving trust and governance,” said Sean Searby, Chief Information & Operations Officer, Amalgamated Bank.
FIS developed and owns the AML Investigations Agent, built with support from an Anthropic team that embedded with FIS product and compliance teams, drawing on FIS’ financial-institution relationships, regulatory expertise and transaction-data infrastructure. The collaboration also produced the evaluation frameworks and engineering practices FIS will use to build and scale additional agents on the same governed platform. The agent runs in FIS’ private cloud and uses Anthropic’s Claude models.
To request a tailored demonstration or connect with a specialist, visit here or contact an FIS representative.
About FIS
FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index.
About Amalgamated Bank
Amalgamated Financial Corp. is a Delaware public benefit corporation and bank holding company. Founded in 1923 by the Amalgamated Clothing Workers of America, it provides commercial banking and trust services through Amalgamated Bank, a New York-based commercial bank and chartered trust company with offices or branches in New York City, Washington, D.C., Northern California, and Boston. The Bank is a member of the Global Alliance for Banking on Values and a certified B Corporation®.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261015870819/en/
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 grew its stake in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 106.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,754 shares of the insurance provider’s stock after purchasing an additional 5,552 shares during the quarter. Krilogy Financial LLC’s holdings in Allstate were worth $2,198,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in ALL. MV Capital Management Inc. acquired a new position in Allstate during the 4th quarter valued at approximately $25,000. Gables Capital Management Inc. bought a new position in Allstate during the 2nd quarter worth $26,000. Kelleher Financial Advisors bought a new position in Allstate during the 2nd quarter worth $28,000. Evolution Wealth Management Inc. increased its position in Allstate by 7,000.0% in the first quarter. Evolution Wealth Management Inc. now owns 142 shares of the insurance provider’s stock worth $29,000 after buying an additional 140 shares during the period. Finally, Allied Private Wealth LLC acquired a new stake in Allstate in the second quarter worth $29,000. 76.47% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets In related news, COO Mario Rizzo sold 56,225 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $264.48, for a total value of $14,870,388.00. Following the completion of the sale, the chief operating officer owned 82,227 shares of the company’s stock, valued at $21,747,396.96. This represents a 40.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider John E. Dugenske sold 32,996 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $269.33, for a total transaction of $8,886,812.68. Following the completion of the sale, the insider directly owned 13,054 shares of the company’s stock, valued at $3,515,833.82. The trade was a 71.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.55% of the stock is currently owned by company insiders.
Analyst Ratings Changes ALL has been the topic of a number of recent research reports. Morgan Stanley cut their target price on Allstate from $265.00 to $240.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 6th. Atlantic Securities set a $319.00 price target on shares of Allstate in a research report on Wednesday, July 15th. Evercore upped their price target on shares of Allstate from $240.00 to $262.00 in a research report on Thursday, October 8th. Bank of America increased their price objective on shares of Allstate from $336.00 to $340.00 and gave the stock a “buy” rating in a report on Monday. Finally, Jefferies Financial Group dropped their price objective on shares of Allstate from $310.00 to $292.00 and set a “buy” rating on the stock in a report on Tuesday, October 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Allstate has a consensus rating of “Hold” and a consensus target price of $270.19. Read Our Latest Analysis on Allstate
Allstate Stock Down 0.2% ALL opened at $236.00 on Thursday. The Allstate Corporation has a 12 month low of $188.08 and a 12 month high of $277.22. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.36 and a quick ratio of 0.36. The stock has a market cap of $59.67 billion, a P/E ratio of 4.71, a P/E/G ratio of 0.53 and a beta of 0.13. The stock’s 50 day moving average price is $247.88 and its 200 day moving average price is $234.70.
Allstate (NYSE:ALL – Get Free Report) last announced its earnings results on Wednesday, August 5th. The insurance provider reported $8.99 earnings per share for the quarter, beating the consensus estimate of $6.06 by $2.93. Allstate had a return on equity of 41.64% and a net margin of 18.97%. The firm had revenue of $18.60 billion for the quarter, compared to the consensus estimate of $15.46 billion. During the same quarter in the previous year, the business earned $5.94 EPS. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. As a group, research analysts predict that The Allstate Corporation will post 35.83 earnings per share for the current year.
Allstate Company Profile (Free Report)
Allstate Corporation is an insurance company that provides protection products and services primarily to individuals and families. Its offerings include automobile, homeowners, renters, condominium, and other property and casualty insurance, along with roadside assistance, identity protection, and related protection services.
The company distributes products through a network of exclusive agents, independent agents, contact centers, and digital channels. Allstate also serves customers through brands and businesses including National General, which expands its presence in personal and commercial auto insurance and other specialty coverage markets.
Founded in 1931 as part of Sears, Roebuck & Co, Allstate became an independent publicly traded company in 1995.
Further Reading Five stocks we like better than Allstate 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 ALL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Allstate Corporation (NYSE:ALL – Free Report).
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It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.82% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Allstate (ALL - Free Report) Founded in 1931 and headquartered in Northbrook, IL, The Allstate Corporation is the third-largest property-casualty (P&C) insurer and the largest publicly-held personal lines carrier in the United States. The company also provides a range of life insurance and investment products to its diverse customer base. It provides insurance products to approximately 16 million households through more than 12,000 exclusive agencies and financial specialists in the United States and Canada. As of Dec. 31, 2025, total policies in force amounted to 210.9 million, up 3% year over year. The company generated $67.7 billion in revenues in 2025, in which Property and casualty insurance premiums witnessed continued growth. Net investment income is also on the rise.
ALL is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ALL has a Growth Style Score of B, forecasting year-over-year earnings growth of 3.4% for the current fiscal year.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $2.23 to $36.00 per share. ALL boasts an average earnings surprise of +45.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ALL should be on investors' short list.
Akcie společnosti West Pharmaceutical letos vzrostly o 36,1 % poté, co firma zvýšila výhled pro rok 2026: organický růst tržeb nyní očekává na úrovni 10–11 % a upravený zisk na akcii (EPS) v rozmezí 8,85–9,05 USD.
Key Takeaways WST shares have rallied 36.1% YTD, outpacing the industry's 7.8% gain on robust demand and stronger earnings.WST raised its 2026 organic revenue growth outlook to 10-11%, with adjusted EPS of $8.85-$9.05.WST's biologics, GLP-1 demand and nearly 800 Annex 1-related projects support growth despite cost pressures. West Pharmaceutical Services (WST - Free Report) shares have gained 36.1% year to date, significantly outperforming its industry’s advancement of 7.8%. The rally reflects improving demand for high-value pharmaceutical packaging components, stronger-than-expected earnings, and an upward revision to full-year guidance.
West Pharmaceutical's exposure to biologics, GLP-1 therapies and advanced injectable drug delivery solutions has strengthened its growth outlook, while operational improvements and shareholder returns have provided additional support for investor sentiment.
Headquartered in Exton, PA, West Pharmaceutical is a leading global manufacturer of injectable drug packaging, delivery systems and contract manufacturing solutions. The company’s portfolio spans Proprietary Products, such as elastomer components, seals, stoppers, syringes, and advanced delivery systems as well as Contract Manufacturing for pre-filled pens, auto-injectors and other complex devices. High-value products are driving favorable mix shifts, margin expansion and broader participation in biologics, biosimilars and GLP-1 programs, strengthening the investment case for WST.
Image Source: Zacks Investment Research
Here we examine the key factors that may have driven significant share price gains for WST so far this year.
Strong Demand and Improving Product MixWest's performance in the first half of 2026 demonstrated that its growth drivers extend beyond the GLP-1 market. Management has highlighted strong demand for high-value product (HVP) components used in biologics and biosimilars, alongside continued growth in GLP-1-related components. The company also benefited from customers upgrading standard components to higher-value containment solutions to meet evolving sterility and contamination-control requirements.
These trends strengthened in the second quarter, with non-GLP-1 HVP components emerging as a major contributor to growth. Biologics and biosimilars demand, broader adoption of advanced containment products and the expansion of Annex 1-related projects supported both revenue growth and margins.
Management reported nearly 800 Annex 1 and related projects in hand, approximately 50% more than a year earlier, indicating a multiyear opportunity. These upgrades can increase average selling prices and improve margins without requiring equivalent growth in component volumes.
GLP-1 therapies remain another structural growth driver. West Pharmaceutical expects demand for components used in injectable and oral formulations to benefit from expanding access, generic launches and next-generation therapies. Together, these opportunities helped reinforce confidence in the durability of West Pharmaceutical's growth beyond individual drug launches.
Earnings Momentum and Higher GuidanceWest Pharmaceutical's first-half financial performance provided a fundamental basis for the stock's appreciation. The company generated $1.72 billion in revenues, while adjusted earnings per share reached $4.50, reflecting strong demand and improving operating leverage. Higher-value components contributed to a favorable product mix, while pricing and operational efficiencies supported margin expansion.
The strength of its first-half performance prompted management to raise its full-year outlook. Following its first-quarter results, West Pharmaceutical increased its projected organic revenue growth to 7-9%. After second-quarter results exceeded expectations, management raised the forecast again to 10-11% and projected adjusted EPS of $8.85-$9.05.
The revised outlook indicated stronger-than-anticipated demand for both GLP-1 and non-GLP-1 components. The upward revision likely boosted investor confidence in the company’s earnings trajectory and supported the stock’s rally.
Product Innovation, Capacity Expansion and Portfolio OptimizationWest Pharmaceutical also advanced its commercial and manufacturing strategy during the year. In January, the company announced the commercial availability of its Synchrony S1 prefillable syringe system, offering an integrated solution for biologics and vaccines. The platform could benefit from demand for combination products and the shift toward self-administration.
In March, West Pharmaceutical opened a 165,000-square-foot expansion at its Dublin facility, adding advanced automation and commercial-scale drug-handling capabilities for high-volume injectable therapies, including treatments for diabetes and obesity. The investment supports growing demand while expanding WST’s contract-services capabilities.
In July, West Pharmaceutical sold its manufacturing and supply rights for its SmartDose 3.5mL on-body delivery system to AbbVie for $112.5 million. West Pharmaceutical retained other SmartDose versions, including the 10mL system. The divestiture streamlined its portfolio, although the associated revenue removal also affects reported growth comparisons. Meanwhile, the company repurchased 1.8 million shares for $454 million and paid $32 million in dividends during the first half, reinforcing shareholder returns.
Concerns for WSTWest Pharmaceutical faces risks from higher oil, commodity and logistics costs, which could pressure margins if pricing and other mitigation measures prove insufficient. The cyber incident also disrupted West Vantage operations and delayed some revenues into the second half.
In addition, the SmartDose 3.5mL divestiture creates a headwind to reported growth, while leadership transition and the execution of capacity expansion plans introduce uncertainty. Sustaining elevated growth will depend on continued demand, operational reliability and successful commercialization of higher-value products.
ConclusionWest Pharmaceutical's strong rally reflects a combination of strong revenue growth, higher full-year guidance, robust demand for high-value components and improving commercialization prospects. Carrying a Zacks Rank #2 (Buy) at present, the company is likely to sustain its uptrend on the back of continued adoption of biologics, biosimilars and GLP-1 therapies, alongside Annex 1-related upgrades and margin expansion.
A Glance at WST’s EstimatesThe Zacks Consensus Estimate for 2026 EPS suggests an improvement of 22.5% to $8.93, followed by another rise of 10.9% in 2027. In the past 90 days, the Zacks Consensus Estimate for the company's 2026 EPS has improved 3.8%.
Revenues for 2026 are projected to grow 9.7% to $3.37 billion, followed by a 6.6% jump to $3.60 billion in 2027.
Other Key PicksSome other top-ranked stocks from the broader medical space are OPKO Health (OPK - Free Report) , Globus Medical (GMED - Free Report) and Merit Medical Systems (MMSI - Free Report) .
OPKO Health, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted loss of 1 cent per share, which surpassed the Zacks Consensus Estimate by 87.5%. Revenues of $163.6 million beat the Zacks Consensus Estimate by 24.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.
OPK has an estimated earnings growth rate of 23.3% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 95.1%.
Globus Medical, currently carrying a Zacks Rank #2, reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Merit Medical Systems, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $1.19, which beat the Zacks Consensus Estimate by 23.9%. Revenues of $418.8 million surpassed the Zacks Consensus Estimate by 3.5%.
MMSI has an estimated long-term earnings growth rate of 10.4%. MMSI’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 14.1%.
Filecoin tento měsíc zavede Solstice, který přesune větší část blokových odměn ke službám získávajícím platící zákazníky; po skončení postupného uvolňování tokenů klesne denní růst nabídky FIL přibližně o 75 %.
Three major developments are reshaping the future of Filecoin tokenomics and strategy this month.
Rewarding Customer Acquisition & Retention – New network reward mechanics will direct a growing share of block rewards to services that bring paying customers onto the network.
End of Vesting – Vesting built into the Filecoin genesis block completes, reducing the daily token supply growth by 75%.
New Products – New products give enterprises, AI agents and IPFS users a live path onto the network.
Filecoin is evolving for a future where digital storage is a core pillar. Global data creation will nearly triple between 2025 and 2029 from a proliferation of AI-driven automation, sensors, and rapidly expanding needs for context to drive intelligence. The pace of these changes have driven memory and storage prices to more than double in a year, and the time between ordering new hardware and being able to install it has grown dramatically.
Other catalysts are also causing huge shifts in the storage market, with growing demand for sovereignty over data. As storage gets scarcer, more expensive, and more location sensitive, decentralized storage is uniquely positioned to meet these demands.
Filecoin has made major progress on the priorities of its 2026 Network Strategy. Six years after launch, the Filecoin network is well poised, offering a model that hyperscalers and other incumbents cannot: an open market where independent storage providers build services, compete for customers, and earn network rewards based on the customers they serve.
“The Filecoin network is already the world’s largest decentralized storage network. This year has been an inflection point for the Filecoin network, with the Filecoin community’s focus shifting away from growing supply and towards scaling demand. This is happening at just the right moment, as AI fundamentally changes the demand for self-sovereign storage, positioning Filecoin to become essential infrastructure for an AI-native world.”
– Marta Belcher, President, Filecoin Foundation
New Incentive Mechanisms: Rewarding Customer Acquisition & Retention
Solstice will change how the Filecoin network distributes block rewards, starting this month. This is one of the most significant changes to Filecoin’s reward system since the network launched.
The change will drive a growing share of block rewards to services that bring paying customers onto the network, while less rewards go to consensus-only mining. Any unearned portion of that service share is burned rather than distributed.
This change is aimed at orienting the network fully around providing services for revenue from paying customers, with the aim to greatly increase the business opportunity for storage providers on the network globally and supporting exceptional storage delivery.
Vesting is Ending, Dropping Circulating Supply Growth 75%
The network’s sixth anniversary since launch also marks the scheduled end of vesting for Protocol Labs and Filecoin Foundation’s token allocations, set when the network launched in 2020. With vesting complete, the daily amount of new FIL entering circulation drops by roughly 75%, according to FilecoinTLDR’s modeling.
Filecoin is Built for Enterprises and AI Agent Developers
Integral Spacetime
Integral Spacetime is a new storage neocloud, launched this week, that leverages the Filecoin network to power its business. The new company’s approach unlocks new commercial opportunities in storage infrastructure.
Acquisitions: Integral Spacetime buys businesses with large storage needs and moves their data workloads onto the network, bringing thousands of paying customers at once.
Equipment financing: Signed customer contracts and recurring revenue from acquired businesses enable financing of new, next generation storage capacity, improving total competitiveness and making the Filecoin network an even better business opportunity for operators around the world.
Fil One
As storage costs climb at the same time that storage needs are growing rapidly, enterprise businesses accustomed to using S3 object storage are looking for alternatives. Fil One is building a commercial onramp for enterprise storage demand within the broader Filecoin ecosystem, delivering high-performance and S3-compatible object storage at a fraction of hyperscaler list prices, with no egress fees on paid plans. The competitive edge is driving an active pipeline of paid enterprise storage demand sourced heavily through a dedicated GTM sales team and channel partners across AI infrastructure, automotive, banking, and sovereign government workloads. Fil One bridges enterprise IT budgets into sustainable, recurring onchain protocol volume while positioning Filecoin directly alongside GPU compute in the emerging neocloud stack.
And we’re building for the AI era, placing storage close to GPU compute in neocloud facilities so training and inference data stays accessible, fast, and affordable with a new storage-for-neocloud offering that places Fil One next to GPU compute.
AI Agent Skills and Tooling
AI agents are becoming storage customers in their own right. They generate a steady stream of output that needs to be kept or shared, and they need to buy storage programmatically, without a sales cycle or enterprise contract.
Filecoin tooling is making it incredibly easy for agents to choose and buy storage directly. Filecoin’s publish skill takes any file or folder and returns a public link that stays live and can be verified. The Filecoin MCP server and foc-cli give agents the same result from the terminal or inside an AI assistant. In each case, a storage provider proves it holds the data, and payment settles onchain. Or, for agents that prefer to use S3, Fil One’s documentation surfaces exactly how to choose and use Filecoin’s high performance network instead of getting locked into an expensive incumbent.
IPFS Migration Tools Converting Customers
Filecoin storage has released features that make it a first class destination for IPFS content in 2026. New, easy migration tools give users a more cost-effective option attached to a wallet, not a user account, with content addressing. Already, several teams are choosing to store their pinned IPFS data on Filecoin, from NFT platforms to institutions with legal and compliance obligations around their data.
A Single Cohesive Strategy for a New Era: Closing the Economic Loop
A customer, whether an enterprise archiving records or an agent storing its outputs, pays for a recurring service, and that payment settles onchain. The storage provider serving that customer earns the revenue and locks FIL against it. Rewards flow toward the services customers keep using, and whatever incentive goes unearned, along with a portion of fees, is burned rather than distributed. The result is a network that becomes more attractive to the next enterprise, developer, and operator, which starts the cycle again.
“The Filecoin flywheel is connected end to end now, and it’s starting to build momentum. We’re still early but the feedback loop between useful storage, customer revenue, network value, and service provider rewards is fully assembled and we have a downhill run ahead of us to build on that momentum.”
– Molly Mackinlay, CEO, FilOz
What Comes Next for Filecoin
The network has made tremendous progress so far in 2026. Data storage is rapidly shifting from commodity service to a fundamental enabling pillar that unlocks the promise of AI. Filecoin’s improved tokenomics, competitive product positioning, and forward-thinking developer tools are propelling the network forward at just the right time to realize the promise of decentralized storage.
ETF NEAR společnosti Bitwise a plán společnosti SVRN držet 10 % celkové zásoby tokenů NEAR sázejí na to, že aktivita AI agentů v síti NEAR Protocol vytvoří skutečné příjmy a poptávku po tokenu.
Bitwise's NEAR ETF (NRR) and SVRN's plan to hold 10% of NEAR supply both rely on AI-agent activity on NEAR Protocol turning into real economic value.
@Bitwise chief investment officer Matt Hougan (@Matt_Hougan) sees the NEAR Protocol (@NEARProtocol) token $NEAR as a way to invest in blockchain infrastructure for AI-driven commerce. The firm's NEAR ETF, ticker NRR, pairs spot NEAR exposure with staking rewards. Separately, SVRN chief executive Sal Ternullo (@sal_ternullo) says his company aims to accumulate 10% of NEAR's token supply.
Both strategies rest on the same question: whether AI-related activity on NEAR can produce revenue and demand for the token.
How the Bitwise NEAR ETF works
On redemptions,
SVRN targets 10% of NEAR supplySVRN is taking a different route.
The company also runs operating businesses around the network.
Ternullo
The AI revenue questionThe AI thesis is still largely prospective.
Investors should also note that NRR does not offer direct exposure to AI companies.
Sources
The Block: Bitwise launches first US spot NEAR ETF with staking rewardsBitcoin.com News: Bitwise, SVRN Bet on NEAR as AI Infrastructure Thesis Takes ShapeCryptoRank: SVRN acquires FastNEAR
Společnost DraftKings má navzdory doporučením analytiků v rozmezí „koupit“ až „silně koupit“ hodnocení Zacks Rank #5. Konsenzuální odhad zisku pro letošní rok se za poslední měsíc snížil o 19 % na 0,9 USD.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Let's take a look at what these Wall Street heavyweights have to say about DraftKings (DKNG - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
DraftKings currently has an average brokerage recommendation (ABR) of 1.61, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 37 brokerage firms. An ABR of 1.61 approximates between Strong Buy and Buy.
Of the 37 recommendations that derive the current ABR, 26 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 70.3% and 8.1% of all recommendations.
Brokerage Recommendation Trends for DKNG
Check price target & stock forecast for DraftKings here>>>
The ABR suggests buying DraftKings, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in DKNG?Looking at the earnings estimate revisions for DraftKings, the Zacks Consensus Estimate for the current year has declined 19% over the past month to $0.9.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for DraftKings. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for DraftKings with a grain of salt.
Wix propojil Symphony s digitální peněženkou Link od Stripe, takže AI agenti mohou jménem malých podniků provádět platby po schválení každého výdaje jejich majitelem.
With Link’s wallet for agents, Symphony's AI agents go from flagging what needs attention to handling it, keeping inventory stocked, bills paid, and deadlines met on the owner's behalf, with every purchase approved first
NEW YORK Wix.com Ltd. (NASDAQ: WIX), today announced that Symphony by Wix, the standalone multi-agent system for small and medium-sized businesses and solopreneurs, now connects to Link, Stripe’s digital wallet. The integration allows Symphony's team of AI agents to make payments on the business owner's behalf, taking execution one step further. Symphony's agents already know how a business operates and work as a coordinated team across it, executing tasks and surfacing growth opportunities. With Link connected, they can now carry that work through to payments, so a task is finished rather than handed back to the owner.
Most AI tools for business stop at insight. They find the problem, draft the email, or flag the risk, and then hand the final step back to the owner. With Link connected, Symphony's agents can carry tasks through to payment, with business owners approving each purchase before it is made. For small business owners, that means stock is reordered before it runs out, invoices are paid before they fall overdue, and entry fees are covered before a deadline passes, none of it landing back on the owner's to-do list.
Every payment runs inside a system the owner controls. With Link's wallet for agents, buyers review and approve each spend request, while Stripe uses a secure payment token or one-time virtual card for the transaction. In practice, it can play out across the whole life of a business:
A new owner is setting up their business. Symphony identifies the required registration fees and pays them, so the business is registered before the first sale.A candle shop's best-selling scent drops below five units. Symphony reorders from the usual supplier and pays overnight, so the owner wakes up to "reordered" rather than "almost out."A supplier invoice lands on a Friday afternoon. Symphony confirms the amount matches the purchase order and pays it that day, instead of it sitting until the owner has a free hour.A local farmer’s market closes applications in three days. Symphony pays the entry fee right away, so the opportunity is secured rather than left on a list that expires.A customer leaves a two-star review over a late delivery. Symphony sends a complimentary gift card the same day to make good. Symphony's agents never see the owner's underlying payment details, and each card is capped at the approved amount. Approval can be given within a 10-minute window from any device, by WhatsApp or SMS.
"Since launch, Symphony has been built to act on behalf of business owners, not just advise them," said Ronny Elkayam, COO of Wix. "Connecting Link is the last mile of that promise. An agent that can find an overdue invoice or an expiring grant deadline is useful. An agent that can get it paid, with the owner's approval and inside clear limits, is a teammate. That is the difference between knowing what to do and having it handled."
“People start businesses to solve problems and serve customers. Routine tasks like ordering supplies and paying bills take valuable time away from that work,” said Jay Shah, business lead for Link at Stripe. “With Link’s wallet for agents, Symphony can handle more of those tasks, giving business owners more time to focus on what matters most to them."
The Link integration follows Symphony's August launch and extends the platform's expansion into the operational layer of how SMBs manage, automate, and grow. The connection is rolling out to Symphony users with a US-based Link account, with payments made in US dollars.
Find out more here.
About Wix.com Ltd.
Wix's vision is to simplify complex technologies and deliver the best tools for every type of user and business to create online. Powered by advanced AI and enterprise-grade infrastructure, Wix is trusted by millions of users worldwide. Founded in 2006 and strengthened by the acquisition in 2025 of Base44, the no-code application platform, Wix is continuing to build for the future of the internet.
For more about Wix, please visit our Press Room.
Media Relations Contact: [email protected]
Symphony by Wix Integrates Link’s Wallet for Agents, Built by Stripe, Enabling AI Agents to Make Payments on Behalf of Small Businesses
Symphony by Wix Integrates Link’s Wallet for Agents, Built by Stripe, Enabling AI Agents to Make Pay... With Link’s wallet for agents, Symphony's AI agents go from flagging what needs attention to handli...
Southwest od 1. ledna ruší věrnostní statusy A-List a A-List Preferred; nahradí je úrovně Silver, Gold a nová úroveň Platinum pro nejaktivnější zákazníky.
Southwest Airlines is scrapping its two-tier loyalty program starting next year and instead rolling out silver, gold and platinum levels that are similar to what other carriers offer, as the once-quirky airline seeks to increase revenue and reward its biggest spenders.
Southwest executives have been overhauling the airline, getting rid of longtime customer perks like two free checked bags and open seating. It's now charging for some of those options, like rivals have been doing for years.
Along with the shift from two to three loyalty levels, the carrier is also changing the names of its tiers. Under the old version, travelers could be classified into A-List or A-List Preferred, which was the higher level.
"If you think about A-List and A-List Preferred, we don't even have [boarding] groups A, B and C anymore," Tony Roach, Southwest chief customer and brand officer, said in an interview. "So it was time to do a refresh to somewhat incorporate all the changes to seating and all these new experiences that we've been adding."
Here's what's changing for the loyalty program:
A-List and A-List Preferred Rapid Rewards status levels will go away on Jan. 1.A-List customers will be shifted to Silver status in the Rapid Rewards program. A-List Preferred members will get Gold status.A new Platinum tier will be added for the airline's "most engaged" customers.Customers can earn 1 Tier Qualifying Point, or TQP, per $1 spent on Southwest co-branded credit cards with Chase. Here are the new status requirements:
Silver status will require 35,000 TQPs or 25 qualifying flights. Previously, A-List was 35,000 points or 20 flights. For Silver members, the points-earning bonus on flights will go up from 25% to 40%.To earn Gold, customers will have to reach 65,000 TQPs, down from 70,000 points for A-List Preferred, or take 50 flights. The points-earning bonus for those with that status goes from 100%, or double points earning, to 60% on qualifying flights. The new, top-tier Platinum status requires 140,000 TQPs or 100 qualifying flights. Platinum members will get a 120% earnings bonus on qualifying flights. Read more about Southwest's changesSouthwest to debut airport lounges in four cities, with more to comeSouthwest ends open seating after 54 years. Here's what the last flight was likeAirport lounges, Europe and premium class are on the table, Southwest CEO saysHow much are Southwest's new assigned seats? It dependsGoodbye to 'bags fly free' on Southwest Airlines, the last freebie in AmericaSilver status members will board in Group 1, while Gold members will board before Group 1. Platinum members will board before both Gold members and Group 1. Platinum tier also has unlimited Companion Pass trips.
Southwest's Companion Pass — which lets a designated person fly for free, minus taxes and fees, with a traveler who has that perk — is also changing.
Companion Pass holders that have them in their accounts will be able to hold onto them for the duration of their term. But starting with the 2027 earning year, Companion Pass benefits will be earned through TQPs or qualifying flights, by hitting a milestone reward or with Platinum status.
Currently, a Rapid Rewards member has to earn at least 135,000 qualifying points or 100 one-way flights to qualify for the pass.
The airline is also expanding its partnerships with international airlines and building its first airport lounges. Southwest on Thursday offered a peek into the new lounges, which it has named Icon, and is working on with its credit card partner, Chase. The carrier is building Icon lounges in four cities around the U.S., with others in the works.
Southwest is also adding benefits for customers that are in between status tiers, similar to what American Airlines offers.
For example, after earning 20,000 points or taking 15 qualifying flights, customers can choose between 2,000 more Rapid Rewards points or two coupons to select a "preferred" seat, which is a standard legroom seat that's closer to the front of the plane or a more popular aisle or window seat.
Customers will also get three Companion Pass trips after earning 95,000 points or taking 75 qualifying flights, which is below the Platinum threshold.
"That is definitely different from what we've done before," said Nandika Suri, who heads Southwest's Rapid Rewards loyalty program. She said the new strategy is "a way for us to actually recognize and reward customers ... faster and more frequently in their journey to continue to engage with us."
watch now
Airlines overall have consistently raised the requirements to earn status, requiring more spending, and have made similar changes to enter their airport lounges.
United Airlines on Tuesday said it would no longer allow customers to earn status in its Mileage Plus program based on flight segments next year and that it would only accept Premier qualifying points, which are earned from flight spending and on a co-branded credit card.
United also raised the requirements to reach Premier 1K, its highest frequent flyer tier outside of the invite-only Global Services, to 32,000 qualifying points, up from 28,000 this year.
— CNBC's Caleigh Keating contributed to this article.
Perpetual Ltd. ve třetím čtvrtletí snížila svůj podíl v CSX o 99,6 % prodejem 1 949 121 akcií; na konci období držela 8 634 akcií v hodnotě 402 000 USD.
Perpetual Ltd decreased its holdings in shares of CSX Corporation (NASDAQ:CSX – Free Report) by 99.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,634 shares of the transportation company’s stock after selling 1,949,121 shares during the quarter. Perpetual Ltd’s holdings in CSX were worth $402,000 at the end of the most recent reporting period.
Several other hedge funds have also added to or reduced their stakes in CSX. BlackRock Inc. acquired a new stake in shares of CSX during the 2nd quarter worth about $7,655,277,000. Bank of America Corp DE acquired a new position in CSX in the 2nd quarter valued at about $1,598,962,000. Bank of New York Mellon Corp acquired a new position in CSX in the 2nd quarter valued at about $950,325,000. XXEC Inc. acquired a new position in CSX in the 2nd quarter valued at about $765,595,000. Finally, Legal & General Group Plc acquired a new position in CSX in the 2nd quarter valued at about $747,001,000. Institutional investors and hedge funds own 73.57% of the company’s stock.
CSX Price Performance Shares of NASDAQ CSX opened at $48.28 on Thursday. The stock has a market capitalization of $89.44 billion, a PE ratio of 27.91, a P/E/G ratio of 2.25 and a beta of 1.21. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.82 and a quick ratio of 0.72. The business has a fifty day moving average price of $48.85 and a two-hundred day moving average price of $47.24. CSX Corporation has a fifty-two week low of $33.63 and a fifty-two week high of $53.60.
CSX (NASDAQ:CSX – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.52 by $0.02. CSX had a net margin of 22.21% and a return on equity of 24.98%. The company had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the prior year, the firm posted $0.44 EPS. The firm’s quarterly revenue was up 10.1% on a year-over-year basis. As a group, equities analysts predict that CSX Corporation will post 1.99 earnings per share for the current fiscal year. CSX Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. CSX’s payout ratio is 32.37%.
Wall Street Analyst Weigh In A number of equities research analysts have recently issued reports on CSX shares. Wall Street Zen cut CSX from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Barclays reiterated an “overweight” rating and set a $60.00 target price (up from $55.00) on shares of CSX in a research note on Thursday, July 23rd. Citigroup reissued a “cautious” rating on shares of CSX in a report on Wednesday, October 7th. Bank of America dropped their price target on CSX from $56.00 to $55.00 and set a “buy” rating for the company in a report on Friday, September 18th. Finally, Evercore set a $51.00 price target on CSX in a research note on Thursday, July 23rd. Eighteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $51.06.
Check Out Our Latest Research Report on CSX
Insider Activity In other CSX news, SVP Michael S. Burns sold 13,000 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $52.68, for a total transaction of $684,840.00. Following the completion of the transaction, the senior vice president owned 59,643 shares of the company’s stock, valued at approximately $3,141,993.24. The trade was a 17.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Angela C. Williams sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $53.29, for a total transaction of $1,598,700.00. Following the completion of the sale, the chief accounting officer owned 10,437 shares in the company, valued at $556,187.73. This represents a 74.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.30% of the company’s stock.
CSX News Roundup Here are the key news stories impacting CSX this week:
Positive Sentiment: Analysts expect CSX’s upcoming third-quarter results to benefit from stronger merchandise, intermodal and coal revenue. The company is also expected to post year-over-year earnings growth, supported by solid freight demand and pricing. CSX Gears Up to Report Q3 Earnings: What’s in the Cards? Positive Sentiment: Analyst price targets remain above the stock’s recent trading level. A group of 26 analysts set an average target of $51.09, while TD Cowen established a $54 target, indicating potential upside if CSX delivers on its earnings and operating outlook. 26 analysts set a USD 51.09 target for CSX stock Neutral Sentiment: Chief Operating Officer Mike Cory is retiring, beginning a leadership transition for CSX’s operations organization. The change could create near-term uncertainty, although an orderly transition may limit disruption. CSX announces retirement of COO Cory Neutral Sentiment: Options-market activity has drawn investor attention ahead of the earnings release, suggesting expectations for a potentially larger move in the stock but not establishing a clear directional signal. Is the Options Market Predicting a Spike in CSX Stock? Negative Sentiment: Labor costs and rail-network issues could pressure margins and service performance in the quarter. Another earnings preview cautions that CSX may lack the catalysts typically associated with a likely earnings beat, raising the risk of a muted reaction if results or guidance disappoint. CSX Reports Next Week: Wall Street Expects Earnings Growth Negative Sentiment: A CSX freight car derailed near Montgomery College in Rockville, Maryland, temporarily halting rail traffic and causing expected MARC delays. The incident adds potential reputational, disruption and cleanup risks, although the reported information does not indicate the financial impact. CSX train car derails near Montgomery College campus in Rockville About CSX (Free Report)
CSX Corporation (NASDAQ:CSX) is a transportation company that provides rail-based freight services through its principal subsidiary, CSX Transportation. The company moves a broad range of products, including agricultural and food products, chemicals, minerals, forest products, metals, automotive shipments, and consumer goods.
CSX also provides intermodal transportation, connecting rail shipments with trucks, ports, and distribution facilities. Its network serves the eastern United States and reaches parts of Canada, linking major industrial regions, population centers, manufacturing locations, and Atlantic and Gulf Coast ports.
CSX traces its history to the 1980 merger of Chessie System and Seaboard Coast Line Industries.
Further Reading Five stocks we like better than CSX 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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Sax Wealth Advisors LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,903 shares of the technology company’s stock, valued at approximately $1,024,000.
Several other institutional investors have also recently modified their holdings of the company. Fragasso Financial Advisors Inc lifted its holdings in shares of Dell Technologies by 32.4% in the 3rd quarter. Fragasso Financial Advisors Inc now owns 686 shares of the technology company’s stock worth $402,000 after acquiring an additional 168 shares during the last quarter. Fermata Advisors LLC boosted its stake in shares of Dell Technologies by 8.8% in the 3rd quarter. Fermata Advisors LLC now owns 507 shares of the technology company’s stock valued at $273,000 after purchasing an additional 41 shares in the last quarter. NorthCrest Asset Manangement LLC boosted its stake in shares of Dell Technologies by 0.6% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 26,553 shares of the technology company’s stock valued at $15,256,000 after purchasing an additional 162 shares in the last quarter. Avior Wealth Management LLC grew its holdings in shares of Dell Technologies by 1.2% during the 3rd quarter. Avior Wealth Management LLC now owns 13,945 shares of the technology company’s stock valued at $7,502,000 after purchasing an additional 171 shares during the last quarter. Finally, Perpetual Ltd grew its holdings in shares of Dell Technologies by 62.3% during the 3rd quarter. Perpetual Ltd now owns 2,356 shares of the technology company’s stock valued at $1,267,000 after purchasing an additional 904 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.
Key Headlines Impacting Dell Technologies Here are the key news stories impacting Dell Technologies this week:
Positive Sentiment: Dell’s AI infrastructure opportunity remains substantial. CEO Michael Dell said strong AI demand could keep memory and chip supplies constrained through 2029 or 2030, supporting long-term demand for Dell’s servers and related systems. Michael Dell Warns Memory Shortage Could Be a Four-Year Problem Positive Sentiment: Dell and Honeywell launched Forge Cognition, an AI platform for buildings and industrial operations that uses Dell infrastructure and NVIDIA technology. The partnership provides another potential enterprise-AI channel beyond hyperscale data centers. Honeywell Launches Forge Cognition AI Platform With Nvidia and Dell Technologies Neutral Sentiment: Silver Lake-related entities disclosed several October 9 sales of Dell shares totaling roughly $70 million. Although the transactions reduced some positions materially, the filings show the entities continued to hold significant stakes; the sales may reflect portfolio management rather than a fundamental change in Dell’s outlook. SEC ownership filing Negative Sentiment: Barclays downgraded Dell, Hewlett Packard Enterprise and NetApp to Equal Weight from Overweight, arguing that valuations had risen too far and that there was not yet a meaningful enterprise-AI growth inflection. Barclays also lowered its Dell price target to $574, pressuring the stock after its substantial rally. Dell stock plunges after Barclays downgrade Negative Sentiment: Investors are questioning whether Dell’s AI-server backlog reflects durable end demand or is being inflated by high memory and component prices. The shift toward AI-optimized systems may also weigh on margins, increasing the risk that revenue growth will not translate proportionally into earnings. Why Dell’s stock was one of the S&P 500’s biggest laggards Negative Sentiment: A hotter inflation report weighed on high-growth technology stocks by raising the prospect of tighter Federal Reserve policy. That macro pressure intensified the sector-wide retreat in AI-related shares, including Dell. AI stocks drop after hot inflation report Analyst Ratings Changes A number of equities analysts recently commented on DELL shares. Barclays cut shares of Dell Technologies from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $603.00 to $574.00 in a research report on Wednesday. Melius Research upped their price target on shares of Dell Technologies from $650.00 to $735.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Cantor Fitzgerald started coverage on Dell Technologies in a research note on Wednesday, September 2nd. They set an “overweight” rating on the stock. Bank of America lifted their price objective on Dell Technologies from $505.00 to $600.00 and gave the stock a “buy” rating in a report on Monday, August 31st. Finally, TD Cowen lifted their price objective on Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a report on Tuesday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $569.96. View Our Latest Analysis on Dell Technologies
Dell Technologies Stock Down 11.6% Shares of Dell Technologies stock opened at $506.21 on Thursday. The firm has a market cap of $321.85 billion, a PE ratio of 29.38, a price-to-earnings-growth ratio of 0.59 and a beta of 1.37. Dell Technologies Inc. has a 12-month low of $110.22 and a 12-month high of $595.51. The company’s fifty day simple moving average is $513.95 and its two-hundred day simple moving average is $390.78.
Dell Technologies (NYSE:DELL – Get Free Report) last posted its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. Dell Technologies’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same period in the prior year, the business posted $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, sell-side analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current fiscal year.
Dell Technologies Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies’s dividend payout ratio is presently 14.63%.
Insiders Place Their Bets In other news, Director Silver Lake Partners V. De (Aiv sold 25,494 shares of Dell Technologies stock in a transaction that occurred on Friday, October 9th. The stock was sold at an average price of $582.30, for a total value of $14,845,156.20. Following the sale, the director directly owned 22,686 shares in the company, valued at approximately $13,210,057.80. This trade represents a 52.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the firm’s stock in a transaction on Friday, October 9th. The stock was sold at an average price of $582.30, for a total value of $25,858,778.40. Following the completion of the sale, the director directly owned 43,740 shares of the company’s stock, valued at $25,469,802. The trade was a 50.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,817,628 shares of company stock worth $990,253,476. Insiders own 41.50% of the company’s stock.
(Free Report)
Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.
The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.
See Also Five stocks we like better than Dell Technologies 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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Krilogy Financial LLC lifted its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 615.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,638 shares of the basic materials company’s stock after purchasing an additional 20,333 shares during the period. Krilogy Financial LLC’s holdings in DuPont de Nemours were worth $3,070,000 at the end of the most recent quarter.
Other large investors also recently made changes to their positions in the company. Nalls Sherbakoff Group LLC bought a new stake in DuPont de Nemours in the 4th quarter worth about $29,000. Elevation Wealth Partners LLC lifted its position in shares of DuPont de Nemours by 168.5% during the 2nd quarter. Elevation Wealth Partners LLC now owns 239 shares of the basic materials company’s stock worth $32,000 after buying an additional 150 shares in the last quarter. Bangor Savings Bank bought a new position in shares of DuPont de Nemours during the 3rd quarter worth approximately $36,000. Grove Bank & Trust bought a new position in shares of DuPont de Nemours during the 3rd quarter worth approximately $40,000. Finally, Coastline Trust Co purchased a new position in shares of DuPont de Nemours in the 3rd quarter worth approximately $44,000. 73.96% of the stock is owned by institutional investors.
DuPont de Nemours Trading Down 0.9% Shares of DD stock opened at $128.41 on Thursday. The company’s fifty day simple moving average is $133.78 and its two-hundred day simple moving average is $138.29. The company has a debt-to-equity ratio of 0.23, a current ratio of 2.43 and a quick ratio of 1.82. DuPont de Nemours, Inc. has a 1 year low of $97.34 and a 1 year high of $157.98. The stock has a market capitalization of $17.34 billion, a price-to-earnings ratio of 285.42, a PEG ratio of 1.18 and a beta of 1.05.
DuPont de Nemours (NYSE:DD – Get Free Report) last posted its earnings results on Tuesday, August 4th. The basic materials company reported $1.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.12. DuPont de Nemours had a return on equity of 6.92% and a net margin of 0.67%. The firm had revenue of $1.82 billion for the quarter, compared to the consensus estimate of $1.81 billion. During the same quarter in the prior year, the business posted $1.12 earnings per share. The business’s quarterly revenue was up 4.0% on a year-over-year basis. DuPont de Nemours has set its Q3 2026 guidance at 1.800-1.900 EPS. As a group, analysts anticipate that DuPont de Nemours, Inc. will post 7.26 earnings per share for the current year. DuPont de Nemours Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be issued a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. DuPont de Nemours’s dividend payout ratio is 533.33%.
Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on DD shares. The Goldman Sachs Group cut their target price on DuPont de Nemours from $159.00 to $153.00 and set a “neutral” rating on the stock in a research note on Wednesday, September 30th. JPMorgan Chase & Co. downgraded DuPont de Nemours from an “overweight” rating to a “neutral” rating and decreased their price target for the company from $172.00 to $145.00 in a research report on Friday, October 9th. Zacks Research lowered DuPont de Nemours from a “strong-buy” rating to a “hold” rating in a report on Friday, July 17th. Royal Bank Of Canada dropped their price target on DuPont de Nemours from $180.00 to $176.00 and set an “outperform” rating on the stock in a report on Friday, August 7th. Finally, UBS Group cut their price objective on DuPont de Nemours from $178.00 to $172.00 and set a “buy” rating on the stock in a research report on Monday, October 5th. Twelve analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $163.00.
View Our Latest Research Report on DuPont de Nemours
DuPont de Nemours Company Profile (Free Report)
DuPont de Nemours, Inc is a science and technology company that develops engineered materials, specialty chemicals and other performance solutions for industrial and consumer markets. Its products are used in areas including electronics and semiconductor manufacturing, water purification, healthcare, transportation, construction, aerospace, worker safety and industrial processing.
DuPont’s portfolio includes well-known brands and materials such as Kevlar aramid fiber, Nomex flame-resistant materials, Tyvek protective materials, Kapton polyimide film, Vespel high-performance parts and Corian solid-surface materials.
Featured Articles Five stocks we like better than DuPont de Nemours 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 DD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for DuPont de Nemours, Inc. (NYSE:DD – Free Report).
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Ledger se stal prvním hardwarovým expanzním partnerem společnosti Solana Mobile. Zařízení Ledger Atom bude dodáváno s předinstalovanou aplikací Seeker, která propojuje peněženku s obchodem Solana dApp Store.
Revealed live at Ledger Op3n 2026, Ledger's new device, Ledger Atom™, will ship with the SolanadApp Store and wallet combined into one Seeker app.
, /PRNewswire/ -- Today, live on stage at Ledger Op3n 2026 in Paris, Solana Mobile, announced Ledger as its first hardware expansion partner. The SolanadApp Store and wallet will be combined into one Seeker app and integrated with Ledger Atom.
Ledger is Solana Mobile’s first hardware expansion partner. Ledger Atom™ will ship with the Seeker app preinstalled, giving Ledger users access to the Solana ecosystem.
The Solana dApp Store and wallet will be combined into one Seeker app on Ledger Atom.
This partnership builds on the hardware expansion Solana Mobile began in March 2026, when it opened the Solana Mobile Stack to Android manufacturers at Mobile World Congress in Barcelona. Every new device leveraging the Solana Mobile Stack brings more people into the SKR ecosystem. More people bring more builders. And more builders bring better apps, which bring the next wave of people. The SKR token is at the heart of it all, allowing users to be rewarded for participating in the ecosystem, developers for building and hardware manufacturers for integrating.
Ledger Atom is a new security and privacy device that leverages Android Open Source Project (AOSP) alongside a Secure Element (EAL6+) running Ledger OS, with the display and touch control physically isolated from the Android operating system. Seeker app will be integrated with this secure technology and preinstalled on the new device, serving as a gateway for Ledger users to the Solana ecosystem.
Ledger Atom will contain advanced anti-tampering and tamper-evident solutions from packaging to the device itself, including methods to help detect if the enclosure has been opened. Ledger Atom will only be sold directly on Ledger's official site.
"Great experiences come from teams who focus on the details, and Solana Mobile is one of those teams. Seeker made self-custody feel natural on mobile. Having the Seeker app on Ledger Atom from day one just makes sense, so Ledger users get access to the Solana ecosystem without giving up any of the security." — Ian Rogers, Chief Human Agency Officer, Ledger
Expanding beyond our own hardware
It's the right moment to expand: Seeker has proven people will hold and use their assets from hardware built for it, with over $13B in transaction volume on Seeker, 154 million transactions, and over 1,500 apps on the SolanadApp Store. The Seeker app on Ledger Atom gives users the best of both worlds: access to the world of Solana with the hardware expertise of Ledger.
App stores are one of the least contestable markets in the world. A few companies decide what ships and take up to a 30% cut of every transaction. Solana Mobile built the SolanadApp Store to change that. Developers can ship the crypto features other app stores often restrict, get reviewed in days instead of weeks, and reach an engaged audience that actually uses crypto every day. It was never supposed to live on just Seeker.
If you own a Seeker, nothing changes, Seeker will stay fully supported. If you build for Solana Mobile, the same SolanadApp Store submission now reaches an expanded audience across multiple devices. Ledger Atom users will join you in the Solana Mobile ecosystem as we bring the same experience to them with the Seeker app.
"The Seeker phone proved what a crypto-native mobile community can do: shipping over a thousand apps with billions in transaction volume from over 100,000 users, and founders finding their first customers in a matter of days. Now we're thrilled to take the Solana Mobile ecosystem further with Ledger, and I'm excited for Ledger Atom users to experience the magic that Seeker users have been experiencing for over a year." — Anatoly Yakovenko, Co-Founder and CEO, Solana Labs
What's in the Seeker app on Ledger Atom
The Seeker app will bring the core Solana Mobile experience to Ledger's hardware security model, enabling Ledger Atom users to:
Connect to the Solana ecosystem on day one. The Seeker app will be preloaded and featured on Ledger Atom's home screen.
Approve securely. Signing and approvals in the Seeker app will happen in Ledger Atom's Secure Mode, backed by the Secure Element and Ledger OS, so the transaction users confirm is the one they sign.
Discover apps. The SolanadApp Store will be built in, with 1500+ dApps available today on Seeker coming to Ledger Atom, spanning trading, payments, gaming, AI, and more.
How to reserve a Ledger Atom
Reservations for Ledger Atom are open now.
Get yours today: ledger.com/seeker
Missed the keynote? Watch the Ledger Op3n 2026 replay here.
About Solana Mobile
Solana Mobile Inc. shipped the Saga in 2023 and the Seeker in 2025, establishing the first production-validated mobile platform for hardware-secured digital asset management. With over 200,000 devices sold and $13B+ in transaction volume, we're now focused on scaling the platform through new hardware partners and the expansion of the economy around SKR, the native asset of the Solana Mobile ecosystem.
Nasdaq dokončil akvizici LeveL Markets, třetího největšího amerického alternativního obchodního systému (ATS) podle objemu obchodů, čímž posílil své mimoburzovní obchodování s akciemi.
Transaction adds one of the largest U.S. Alternative Trading Systems to Nasdaq's marketplace, enhancing the company’s ability to connect investors to liquidity across an increasingly continuous and global trading environment | Source: Nasdaq, Inc.
NEW YORK, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced the completion of its acquisition of LeveL Markets, LLC, a leading off-exchange equity execution venue and operator of one of the largest Alternative Trading Systems (ATSs) in the United States. This acquisition marks a key milestone in Nasdaq's strategy to advance always-on markets infrastructure, as investors increasingly expect seamless access to market services across venues and asset classes.
LeveL Markets provides institutional investors with a scaled, deeply connected execution platform that processes hundreds of millions of shares each day across more than 7,000 symbols. The venue reaches more than 2,500 clients through more than 15 order and execution management system integrations, and its average daily volume grew 56 percent year-over-year in 2025 — making it the third-largest ATS in the United States by trading volume.
"We are pleased to welcome LeveL Markets' clients to Nasdaq and look forward to supporting a seamless transition," said Roland Chai, Head of Nasdaq's Digital Liquidity Networks. "LeveL Markets advances our vision for more connected, always-on markets by adding a scaled off-exchange liquidity platform and execution expertise to Nasdaq’s technology, market capabilities, and client relationships. We will continue to develop LeveL Markets’ strong platform and client communities to drive long-term growth and innovation.”
LeveL Markets will continue to operate as a registered ATS subject to FINRA oversight, with its own dedicated management team under Nasdaq’s Digital Liquidity Networks organization. Nasdaq intends to operate LeveL Markets with the strong execution quality clients expect, while investing in LeveL Markets' technology and capabilities to accelerate long-term growth.
Nasdaq first acquired a minority stake in LeveL Markets in August 2021, as part of a broader always-on strategy, to establish a presence in off-exchange equities and to build an overall capability in alternative market structures.
Cautionary Note Regarding Forward-Looking Statements
This communication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 relating to Nasdaq’s plans, objectives, expectations, and intentions following its completed acquisition of LeveL Markets, including statements concerning integration, client service, technology investment, business opportunities, market development, and potential future products or services. Words such as “will,” “may,” “could,” “expects,” “intends,” “plans,” “believes,” “seeks,” and similar expressions may identify forward-looking statements. These statements are based on management’s current expectations and assumptions and are not guarantees of future performance, and involve risks, uncertainties, and assumptions that could cause actual results to differ materially, including the ability to integrate the businesses and realize anticipated benefits; maintain client, employee, and other business relationships; manage technology, cybersecurity, data-protection, system-resiliency, and operational risks; comply with applicable laws and regulations, including SEC and FINRA requirements; obtain any approvals required for future initiatives; and respond to market, competitive, economic, and regulatory developments. Forward-looking statements speak only as of the date of this communication, and undue reliance should not be placed on them. Nasdaq undertakes no obligation to update them except as required by law. References to potential products, services, markets, or capabilities do not indicate current availability or regulatory approval, and no assurance can be given that any such initiative will be developed or launched.
About Nasdaq
Nasdaq (Nasdaq: NDAQ) is a leading technology platform that powers the world’s economies. We architect the infrastructure of the world’s most modern markets, power the innovation economy, and build trust in the financial system. We empower economic opportunity by designing and deploying advanced technology, data, and intelligence solutions that enable our clients to capture opportunities, navigate risk, and strengthen resilience. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com.
Solana 14. října otevřela kancelář v Šanghaji, což je pro významný blockchainový ekosystém první krok tohoto typu navzdory čínským omezením obchodování s kryptoměnami.
Solana has established a physical presence in China's financial hub, drawing attention from Binance founder Changpeng Zhao.
Solana opened a new office in Shanghai on October 14, marking a first for a major blockchain ecosystem. The foundation also showcased its brand on a giant LED display on the city skyline, giving crypto an unusually visible presence in mainland China.
Vibhu Norby, Chief Product Officer at the Solana Foundation, highlighted the office's location, saying Solana now occupies the highest commercially available office space in the world.
Rachel Conlan, the foundation's Chief Strategy Officer, also shared images from the opening and described the community's energy in Shanghai as “incredible”.
The move attracted attention from Binance founder Changpeng “CZ” Zhao, who noted that BNB Chain had not managed a similar expansion into China. "It's amazing to see that Solana was able to advertise and even get an office in China," Zhao wrote on X. "BNB Chain was not able to do this, so far."
He added that he hoped “what's good for one industry player” would benefit the wider industry.
How Solana Is Navigating China's Crypto Restrictions Solana's presence in Shanghai stands out because mainland China has maintained strict restrictions on cryptocurrency trading and related financial activities since 2021.
However, the country's restrictions on crypto speculation do not amount to a blanket ban on blockchain technology. Chinese authorities continue to support blockchain infrastructure and other technology initiatives, creating a distinction between developing the underlying technology and promoting cryptocurrency trading.
Solana's recent activities in China appear to follow that distinction. Earlier in March, Solana launched the Shanghai Builder Station at the Alibaba Center in Hongqiao, with support from the Minhang District. The initiative positioned the location as a collaborative base for developers working on Layer 1 infrastructure and applications, rather than directly promoting crypto trading.
Community commentary has since highlighted Solana's emphasis on AI agents, robotics, Physical AI, developer collaboration, and hardware supply chains as a way to engage Chinese technology professionals while avoiding an emphasis on tokens, memecoins, and speculative trading.
However, the distinction does not eliminate regulatory risk. Chinese community members have raised concerns about the visibility of Solana's branding and the possibility of stricter scrutiny. One account also reported restrictions on related $SOL content on Douyin, China's video-based social media platform.
.
Solana Accelerate China Heads to 4 Cities The Shanghai office opening comes just ahead of Solana Accelerate China, a series of events scheduled to connect Chinese developers, founders and investors with the wider Solana ecosystem.
The schedule includes Shanghai on October 16, Hangzhou on October 18, Shenzhen on October 20, and Beijing on October 22. The tour gives Solana an opportunity to build relationships with China's tech community, particularly developers working across AI, robotics, and blockchain infrastructure.
Solana's Shanghai presence also gives the foundation a physical base for engaging with local builders beyond individual conferences and community gatherings.
What Solana's China Expansion Means Solana's new office and high-profile advertising represent a notable step for a blockchain ecosystem operating in a country with strict cryptocurrency restrictions. CZ's reaction further highlights how unusual the development appears within the industry.
Still, a physical office and a prominent advertising display do not establish that Chinese authorities have relaxed their position on cryptocurrency. Solana's longer-term progress in the region will depend on its ability to maintain local relationships, support technology development, and navigate the country's regulatory boundaries.
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Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about ConocoPhillips (COP - Free Report) .
ConocoPhillips currently has an average brokerage recommendation (ABR) of 1.55, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 28 brokerage firms. An ABR of 1.55 approximates between Strong Buy and Buy.
Of the 28 recommendations that derive the current ABR, 18 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 64.3% and 14.3% of all recommendations.
Brokerage Recommendation Trends for COP
Check price target & stock forecast for ConocoPhillips here>>>
The ABR suggests buying ConocoPhillips, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is COP Worth Investing In?Looking at the earnings estimate revisions for ConocoPhillips, the Zacks Consensus Estimate for the current year has increased 2.8% over the past month to $10.84.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for ConocoPhillips. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for ConocoPhillips may serve as a useful guide for investors.
Chicago, Illinois--(Newsfile Corp. - October 15, 2026) - Groupon, Inc. (NASDAQ: GRPN) today announced the relaunch of LivingSocial, an agent-first experience marketplace built for agents by agents and open to them by design. LivingSocial's mission is to get people offline, and its public preview is live at https://agent.livingsocial.com/ with more than 50,000 local experiences across the United States.
Nearly two decades ago, Groupon was founded to help experience operators reach customers as eyeballs moved from print and radio to the internet. Today, Groupon believes we are at a similar turning point, as agentic commerce rewires the internet around personal AI agents that act on people's behalf and make buying more convenient.
"We believe agents will become the dominant pathway by which people discover, compare and buy local experiences," said Dusan Senkypl, Chief Executive Officer of Groupon. "Experience operators need to be found all over again as people hand more of their planning to agents. We are building LivingSocial to connect the agent economy with experience operators, starting with those who already sell through Groupon."
Building for Experience Operators
Experience operators, from local activities, tours and attractions to spas, salons, and home and auto services, should be able to focus on what they do best, the in-person experience. Groupon's number one priority this year has been Project Foundry, its effort to become an AI-native company and close the diffusion gap between what AI can do and how it is deployed in everyday business. With LivingSocial, Groupon is turning that effort outward to help experience operators navigate a fast-changing AI landscape and be ready when their next customer arrives through an agent.
Selected quotes from LivingSocial launch partners
"Edge Immersive Observation Deck has had a great experience working with Groupon to welcome guests from around the world 100 stories above NYC. We are excited to extend our partnership through LivingSocial and extend our reach through their fantastic agent network." - Haley Ward, Vice President of Sales, Hudson Yards Experiences (Edge Immersive Observation Deck)
"Go City and Groupon share a vision for the future of how people discover and book experiences. We're excited to be a launch partner for the new LivingSocial and to help shape a more intelligent, AI-powered way for travelers to discover the best things to do. This is an exciting opportunity to connect more customers with Go City experiences while building on our longstanding partnership with Groupon." - Judy Gauthier, Chief Commercial Officer, Go City
"It's more important than ever tour operators and attractions understand how to position ourselves and our distribution strategies for the AI transformation. I am very impressed by Groupon's LivingSocial initiative in particular. They clearly understand the fundamental differences in a marketplace built for human search and comparison, and what a platform built for agents acting for humans needs. We are still in the very early days of how AI will transform travel discovery and booking behavior so it is critical the big industry players are testing, learning and adapting as quickly as possible. Thankful for Groupon in getting ahead of the curve." - Alexi Tabrizi, Executive Vice President, Distribution & Revenue Growth, Big Bus Tours
Built Agent-First
In an agent-first marketplace, the agent is the customer, helping its owner and their family plan how they spend time offline. Just as every business today needs a website, every experience operator will need to work well with agents, which means being:
Discoverable, so agents can find the operator and its offersClear, so agents understand exactly what an offer includes and what is still unknownBookable, so agents can act on the person's choiceTrusted, so the price and terms hold through checkoutSupported, so help is there after the purchaseThe public preview is our first step toward building this agent-first experience. It starts with existing eligible Groupon offers from independent operators and larger brands, with nothing new for operators to build and no change to how they work with Groupon.
An agent opens a shopping session in one call, without an account or API key, then searches and compares offers, prepares a cart and shares a link. The person reviews the total and pays on a trusted checkout. Once payment is confirmed and redemption codes are issued, the agent can retrieve them for the person, and Groupon's customer support and refund policy apply.
Anyone can try LivingSocial's agent-first experience by pointing their AI agent of choice to agent.livingsocial.com. A purchase does not reserve a date or time today; time-slot offers are coming soon, and agent payment and direct business listings are planned.
For the latest on what LivingSocial is shipping, visit https://agent.livingsocial.com/status or follow @LivingSocial on X (https://x.com/LivingSocial).
About Groupon
Groupon (NASDAQ: GRPN) (www.groupon.com) is an experience marketplace whose mission is to get people offline through quality local experiences at great value. To find out more about Groupon, please visit press.groupon.com.
About LivingSocial
LivingSocial is Groupon's agent-first experience marketplace and its lab for agentic commerce. It makes experience operators' offers easy for personal AI agents to find, understand and recommend, and is in public preview at https://agent.livingsocial.com/.
Note on Forward-Looking Statements
The statements contained in this release that refer to plans and expectations for the future are 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. The words “may,” “will,” “should,” “could,” “expect,” “anticipate,” “believe,” “estimate,” “intend,” “plan,” “continue” and other similar expressions are intended to identify forward-looking statements. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including the risk that LivingSocial, which is in public preview, does not operate or develop as described, is modified or is discontinued; the risk that offer availability, shopping sessions, the checkout handoff, redemption codes, bookable offers with time slots marked coming soon, planned agent payment, planned direct business listings, or partner participation develop differently than expected; the risk that third-party AI platforms limit or change how their agents connect to outside services; the risk that adoption by agents, agent platforms, consumers or experience operators differs from expectations; and the risk that our public statements regarding our AI strategy and deployment of AI agents are not adequately substantiated or are later viewed as inconsistent with our actual capabilities or results. Such risks and uncertainties include those discussed in Part I, Item 1A. Risk Factors of our Annual Report on Form 10-K for the year ended December 31, 2025 and Part II, Item 1A. Risk Factors in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, and our other filings with the SEC. We undertake no obligation to publicly update any forward-looking statements for any reason after the date of this release to conform these statements to actual results or to future events or circumstances. Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/319161
Source: Groupon
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First Citizens Bank & Trust Co. grew its stake in McKesson Corporation (NYSE:MCK – Free Report) by 95.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,830 shares of the company’s stock after purchasing an additional 2,365 shares during the period. First Citizens Bank & Trust Co.’s holdings in McKesson were worth $4,124,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in MCK. Secure Asset Management LLC lifted its holdings in McKesson by 484.8% in the second quarter. Secure Asset Management LLC now owns 2,123 shares of the company’s stock valued at $1,604,000 after buying an additional 1,760 shares during the period. Royal London Asset Management Ltd. boosted its stake in McKesson by 1.1% in the second quarter. Royal London Asset Management Ltd. now owns 112,241 shares of the company’s stock valued at $84,809,000 after acquiring an additional 1,216 shares during the last quarter. Benchmark Investment Advisors LLC bought a new position in McKesson in the second quarter valued at approximately $441,000. Summit Global Investments acquired a new stake in McKesson during the 2nd quarter worth $1,159,000. Finally, One Wealth Advisors LLC acquired a new stake in McKesson during the 2nd quarter worth $1,494,000. Institutional investors own 85.07% of the company’s stock.
Analysts Set New Price Targets Several equities analysts have recently issued reports on the company. Citigroup boosted their target price on McKesson from $945.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. UBS Group increased their price target on shares of McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Barclays lifted their price objective on shares of McKesson from $925.00 to $1,000.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 19th. Robert W. Baird set a $1,015.00 price objective on shares of McKesson in a report on Thursday, August 6th. Finally, Wall Street Zen cut shares of McKesson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Fifteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, McKesson currently has a consensus rating of “Moderate Buy” and a consensus target price of $983.29.
View Our Latest Stock Analysis on McKesson Insider Transactions at McKesson In other McKesson news, Director Bradley Lerman sold 301 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $892.33, for a total transaction of $268,591.33. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO B Jr sold 111 shares of McKesson stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $891.45, for a total value of $98,950.95. Following the sale, the chief accounting officer directly owned 521 shares in the company, valued at $464,445.45. The trade was a 17.56% decrease in their ownership of the stock. 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 own 0.06% of the company’s stock.
McKesson Stock Performance Shares of NYSE:MCK opened at $977.31 on Thursday. McKesson Corporation has a 52-week low of $723.68 and a 52-week high of $999.00. The company has a market capitalization of $113.94 billion, a P/E ratio of 26.15, a price-to-earnings-growth ratio of 2.02 and a beta of 0.30. The company has a 50-day simple moving average of $892.49 and a 200 day simple moving average of $835.35.
McKesson (NYSE:MCK – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $9.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.56 by $0.37. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%. The company had revenue of $105.38 billion during the quarter, compared to analysts’ expectations of $103.88 billion. During the same quarter in the previous year, the company posted $8.26 earnings per share. The business’s revenue was up 7.7% on a year-over-year basis. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities analysts forecast that McKesson Corporation will post 44.73 earnings per share for the current year.
McKesson Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st were given a $0.94 dividend. This is a boost from McKesson’s previous quarterly dividend of $0.82. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Tuesday, September 1st. McKesson’s dividend payout ratio (DPR) is presently 10.06%.
McKesson Company Profile (Free Report)
McKesson Corporation (NYSE:MCK) is a healthcare services and information technology company that distributes pharmaceuticals, specialty drugs, medical supplies and other healthcare products. The company serves pharmacies, hospitals, health systems, physician practices, biopharma manufacturers and other healthcare providers, helping move products from manufacturers to patients and care settings.
McKesson’s principal operations include pharmaceutical distribution, medical-surgical supply distribution and technology-enabled services for pharmacies and providers.
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Kinsale Capital Group, Inc. (NYSE:KNSL – Get Free Report) was the target of some unusual options trading activity on Wednesday. Stock traders bought 2,378 call options on the stock. This is an increase of 2,231% compared to the average daily volume of 102 call options.
Kinsale Capital Group Price Performance Shares of KNSL opened at $348.70 on Thursday. The business’s 50-day moving average is $360.34 and its 200-day moving average is $340.82. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.09 and a quick ratio of 0.09. The company has a market capitalization of $7.94 billion, a price-to-earnings ratio of 14.13, a P/E/G ratio of 1.07 and a beta of 0.88. Kinsale Capital Group has a fifty-two week low of $287.20 and a fifty-two week high of $473.14.
Kinsale Capital Group (NYSE:KNSL – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The financial services provider reported $5.54 EPS for the quarter, topping the consensus estimate of $5.11 by $0.43. Kinsale Capital Group had a net margin of 28.49% and a return on equity of 25.54%. The business had revenue of $548.52 million during the quarter, compared to analysts’ expectations of $445.13 million. During the same period last year, the company posted $4.78 earnings per share. The firm’s quarterly revenue was up 16.8% compared to the same quarter last year. Equities research analysts expect that Kinsale Capital Group will post 21.17 EPS for the current fiscal year.
Kinsale Capital Group Announces Dividend The business also recently announced a quarterly dividend, which was paid on Monday, September 14th. Shareholders of record on Friday, August 28th were given a $0.25 dividend. The ex-dividend date was Friday, August 28th. This represents a $1.00 dividend on an annualized basis and a yield of 0.3%. Kinsale Capital Group’s dividend payout ratio is presently 4.05%. Wall Street Analyst Weigh In A number of brokerages have recently commented on KNSL. Morgan Stanley cut their price objective on Kinsale Capital Group from $390.00 to $350.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 6th. Wells Fargo & Company decreased their target price on Kinsale Capital Group from $377.00 to $348.00 and set an “equal weight” rating on the stock in a report on Monday. Wall Street Zen raised Kinsale Capital Group from a “sell” rating to a “hold” rating in a research report on Saturday, June 20th. Weiss Ratings raised Kinsale Capital Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, October 6th. Finally, Cantor Fitzgerald upped their target price on Kinsale Capital Group from $259.00 to $264.00 and gave the company a “neutral” rating in a report on Wednesday, October 7th. One analyst has rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $357.67.
Check Out Our Latest Analysis on KNSL
Hedge Funds Weigh In On Kinsale Capital Group Several institutional investors and hedge funds have recently modified their holdings of the stock. Hsbc Holdings PLC bought a new stake in shares of Kinsale Capital Group in the second quarter worth about $10,035,000. Legal & General Group Plc acquired a new stake in shares of Kinsale Capital Group during the second quarter worth about $9,462,000. Public Employees Retirement System of Ohio bought a new position in shares of Kinsale Capital Group during the 2nd quarter valued at about $2,081,000. Virtu Financial LLC lifted its holdings in shares of Kinsale Capital Group by 175.2% during the 4th quarter. Virtu Financial LLC now owns 3,118 shares of the financial services provider’s stock valued at $1,219,000 after purchasing an additional 1,985 shares in the last quarter. Finally, Man Group plc bought a new position in shares of Kinsale Capital Group during the 2nd quarter valued at about $6,125,000. 85.36% of the stock is currently owned by hedge funds and other institutional investors.
Kinsale Capital Group Company Profile (Get Free Report)
Kinsale Capital Group, Inc is a specialty insurance company headquartered in Richmond, Virginia. Through its insurance subsidiaries, including Kinsale Insurance Company, the company provides commercial property and casualty insurance in the United States.
Kinsale focuses primarily on the excess and surplus lines market, which serves businesses with risks that may not be accommodated by standard insurance carriers. Its offerings include coverage for commercial property, general liability, professional liability, commercial auto, and other specialized risks.
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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. 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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™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
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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
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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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