Papa John's President and Chief Executive Officer Todd Allan Penegor and former Chief Financial Officer Ravi Thanawala are named as individual defendants in a securities class action alleging they portrayed the Company's strategic transformation as working while North American comparable sales allegedly deteriorated.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in Papa John's International, Inc. (NASDAQ: PZZA) that two senior officers, President and Chief Executive Officer Todd Allan Penegor and former Chief Financial Officer Ravi Thanawala, are named as individual defendants facing control person claims under Section 20(a) in a pending securities class action covering purchases between August 7, 2025 and August 5, 2026. Find out if you may be eligible to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
PZZA INVESTOR ALERT
The action centers on the August 6, 2026 announcement in which Papa John's cut its 2026 North American comparable sales outlook from a 3% decline at the midpoint to an annual decline of 6-8% and suspended its dividend. PZZA fell $5.11 per share, or about 17.18%, to close at $24.64. The window to apply for lead plaintiff closes on November 2, 2026.
The Named Individual Defendants
Penegor served as President, Chief Executive Officer, and a Director for the entire Class Period. Thanawala served as Chief Financial Officer and EVP International until November 18, 2025, then as Chief Financial Officer and President of the North American business until June 30, 2026, remaining in an advisory capacity through July 31, 2026. Both are alleged to have possessed the power and authority to control the content of the Company's SEC reports, press releases, and presentations to securities analysts and institutional investors.
Alleged Control Person Liability
Authority over the content and timing of quarterly earnings releases and the North American comparable sales guidance issued during the Class Period. Access to internal reporting on transaction trends, promotional spending, and innovation pipeline performance before those figures reached the investing public. Signature and certification authority over periodic SEC filings under Sections 302 and 906 of the Sarbanes-Oxley Act. The ability, as alleged, to prevent or correct statements characterizing the transformation as delivering sustainable, profitable growth. Oversight of roughly $22 million in supplemental marketing and franchisee subsidies tied to the 2026 promotional and innovation calendar. Under Section 20(a) of the Exchange Act, officers alleged to have controlled a company that violated Section 10(b) may be held jointly liable for resulting investor losses. Sarbanes-Oxley Certification Obligations
Sarbanes-Oxley certifications require signing officers to attest that periodic reports contain no untrue statement of material fact. The complaint contends those certifications were inaccurate because the transformation was allegedly taking longer than expected and ultimately required a sharp pivot toward promotional discounting that was not disclosed to shareholders.
"Corporate officers have a duty to ensure their companies' public statements are accurate and complete. The complaint contends that shareholders were told the transformation was working while conditions allegedly pointed toward continued market share losses. Section 20(a) exists so that the individuals who controlled those disclosures can be held accountable." -- Joseph E. Levi, Esq.
Submit your information to learn more or call (212) 363-7500.
Levi & Korsinsky, LLP is a nationally recognized shareholder rights firm. Over the past 20 years, the firm has secured hundreds of millions of dollars for aggrieved shareholders. Ranked in ISS Top 50 for seven consecutive years.
Frequently Asked Questions About the PZZA Lawsuit
Q: Who are the defendants named in the PZZA lawsuit? A: The complaint names Papa John's International, Inc. and individual defendants who were senior investors during the class period, including Todd Allan Penegor and Ravi Thanawala.
Q: What court was the PZZA class action filed in? A: The case was filed in the United States District Court for the Western District of Kentucky, Louisville Jury Division, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is the PZZA class action lawsuit about? A: A securities class action has been filed against Papa John's International, Inc. (NASDAQ: PZZA) alleging materially false and misleading statements between August 7, 2025 and August 5, 2026. Shares fell approximately 17.18% after the Company disclosed an 8.3% decrease in North American comparable sales, the suspension of its dividend, and a reduction of its 2026 North American outlook to a 6-8% annual decline. Investors who purchased shares during the Class Period and suffered losses may be eligible to seek compensation.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What do PZZA investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What if I already sold my PZZA shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Papa John’s International, Inc. (“Papa John’s” or the “Company”) (NASDAQ: PZZA) investors concerning the Company’s possible violations of the federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON PAPA JOHN’S INTERNATIONAL, INC. (PZZA), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.
What Happened?
On August 6, 2026, Papa Johns issued its second quarter 2026 financial results, reporting an 8.3% decline in North American comparable sales. The Company also reduced its fiscal 2026 outlook, expecting “global system-wide sales to decline between 2% and 4% compared to last year and adjusted EBITDA between $180 million to $190 million,” and suspended its quarterly dividend. During the related conference call, CEO Todd Allan Penegor stated that “it’s clear that our transformation is taking longer than expected” and “we must execute better and move faster.”
On this news, Papa Johns’ stock price fell $5.11 or 17.18%, to close at $24.64 per share on August 6, 2026, thereby injuring investors.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
Whistleblower Notice
Persons with non-public information regarding Papa John’s International, Inc. should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].
About Glancy Prongay Wolke & Rotter LLP
Glancy Prongay Wolke & Rotter LLP (“GPWR”) is a premier law firm representing investors and consumers in securities litigation and other complex class action litigation. GPWR has been consistently ranked in the Top 50 Securities Class Action Settlements by ISS Securities Class Action Services. In 2018, GPWR was ranked a top five law firm in number of securities class action settlements, and a top six law firm for total dollar size of settlements.
With four offices across the country, GPWR’s nearly 40 attorneys have won groundbreaking rulings and recovered billions of dollars for investors and consumers in securities, antitrust, consumer, and employment class actions. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
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.
The research service features 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, all of which will help you become a smarter, more confident 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 given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
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.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Hanover Insurance Group (THG - Free Report) The Hanover Insurance Group, Inc. is a U.S. property and casualty insurance holding company that sells through independent agents and brokers. The company is organized as a Delaware corporation (1995) and traces its roots to 1852. Its principal executive offices are in Worcester, MA. Operations include The Hanover Insurance Company and Citizens Insurance Company of America, among other subsidiaries.
THG is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Finance stock. THG has a Momentum Style Score of B, and shares are up 1.1% over the past four weeks.
For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $1.79 to $20.17 per share. THG boasts an average earnings surprise of +27.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, THG should be on investors' short list.
Pankaj Sharma, Chief Business Officer at Remitly Global (RELY -2.05%), sold 21,000 shares of common stock on Aug. 28, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$554,000Shares sold21,000Post-transaction shares (directly held)716,022Post-transaction value$19 millionTransaction value based on SEC Form 4 weighted average sale price ($26.39); post-transaction value based on Aug. 28, 2026, market close ($26.55).
Key questionsWhat was the regulatory context of this transaction?
This sale was executed automatically pursuant to a Rule 10b5-1 trading plan that Sharma adopted on Nov. 18, 2025, which allows insiders to set up a predetermined schedule for selling company stock.How does this sale affect the executive's total equity exposure?
Following the sale of 21,000 shares, the executive maintains a significant direct position of 716,022 shares, representing a market value of $19 million as of the Aug. 28, 2026, market close.What is the recent market performance of Remitly Global equity?
As of the transaction date on Aug. 28, 2026, Remitly Global shares delivered a total return of 44% over the past year, while the company continues to provide digital financial services for international money transfers in nearly 150 countries.Company OverviewMetricValueShare Price (as of market close 2026-08-28)$26.55Market Capitalization$5.2 billionRevenue (TTM)$1.8 billionNet Income (TTM)$305 millionCompany SnapshotRemitly Global operates a digital financial services platform specializing in international money transfers and remittances, generating revenue primarily from transaction fees and foreign exchange margins. Remitly is available in 130+ countries.The company employs a direct-to-consumer digital model that enables people to send money to their families in emerging markets, leveraging technology to reduce costs and improve accessibility relative to traditional remittance providers.Remitly's primary customer base consists of individuals in developed markets who regularly transfer funds to family members in developing economies, with particular concentration in Latin America, Asia, and Africa.Remitly Global is a leading digital remittance platform serving the global diaspora market with approximately $1.8 billion in TTM revenue and $305 million in net income, demonstrating strong profitability within the fintech infrastructure sector. The company has achieved a market valuation of $5.2 billion, reflecting investor confidence in the secular growth trends within cross-border payments. With 3,200 employees, Remitly maintains a competitive advantage through its technology-driven platform, which delivers faster, more transparent, and lower-cost remittance solutions than traditional money transfer operators.
Premium Feature
Moneyball Superscore
83/100
Today's Change
(
-2.05
%) $
-0.51
Current Price
$
24.32
What this transaction means for investorsOn Aug. 28, Sharma sold 21,000 shares in a transaction valued at approximately $554,000. On the surface, that sounds like a lot of stock to dispose of, which could make shareholders worry that it signals something may be amiss with the company. But with the available details and some context, this appears to be just a routine sale. For instance, while Sharma sold 21,000 shares, the insider still holds 716,022 shares. That shows continued alignment with Remitly's near- and long-term success.
Also, it's important to consider the stock price's performance. Thus far in 2026, Remitly shares are up nearly 80% as of this writing. In comparison, the S&P 500 is up 12.1%. With such a strong performance, it would make sense that an insider may want to take some of those gains off the table. And finally, this trade was also established under a plan created all the way back in November 2025. That shows this wasn't a knee-jerk or rushed decision, as the trading plan was established almost a full year ago. Taken together, this sale is indicative of routine activity and not something for shareholders to worry about.
Chewy’s Growth Engine Is Stronger Than the Market ThinksChewy NYSE: CHWY reported second-quarter fiscal 2026 net sales of $3.33 billion, up 7.3% from a year earlier and at the high end of its guidance range, as active customer growth, higher spending per customer and Autoship sales supported results amid continued pressure on pet-sector discretionary spending.
Chief Executive Officer Sumit Singh said the broader pet market did not experience a meaningful consumer recovery during the quarter, though conditions also did not worsen from the trends seen at the end of the first quarter. He said Chewy continued to outperform the broader pet category by roughly two to three times and gain market share.
Get Chewy alerts:
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksExcluding contributions from acquired businesses SmartPak and Modern Animal, organic net sales rose 5.7% year over year. The company ended the quarter with 21.7 million active customers, an increase of 3.8%, while net sales per active customer reached $602.
Autoship customer sales climbed 9.3% to $2.8 billion and represented 84.6% of total net sales. Singh said the recurring-sales model remains a key source of revenue durability, while Chewy continued to add customers, improve retention, reactivate lapsed customers and expand engagement across its ecosystem.
Consumer Spending Remains Selective Chewy Gobbles up Market Share in 2026: Poised to Advance in Q2Chewy said pressure on discretionary purchases and premiumization continued during the quarter, affecting both Consumables and Hardgoods. Singh said consumers remained focused on core food, medications and health-oriented products, while treats and toppers were more exposed to discretionary spending pressures.
Chief Financial Officer Chris Deppe said treats sales growth slowed more sharply than sales of core food. Still, he said industry data indicated that the broader Consumables market was roughly flat year over year, while Chewy delivered mid-single-digit growth in the category. Hardgoods sales increased in the mid-teens, supported by assortment and merchandising improvements, according to the company.
Singh said pet-industry conditions reflected both consumer pressures and softness in dog adoption and household formation. He added that Chewy does not expect pricing to provide a material benefit to sales growth this year, though the company also does not anticipate broad category deflation or irrational promotional activity.
Profitability Exceeds Expectations, With Timing Benefits Adjusted EBITDA totaled $227 million, representing a 6.8% margin and exceeding Chewy’s prior guidance of 6.3% to 6.4%. Adjusted net income was $149 million, or $0.36 per diluted share.
Deppe said essentially all of the outperformance relative to the company’s margin expectations came from timing-related and discrete benefits. About $10 million of the benefit came primarily from tariff refunds received earlier than anticipated and rebates that shifted from the second half into the second quarter. The quarter also included more than $5 million of benefits from gift-card breakage, inventory adjustments and vendor-funded merchandising activity.
Gross margin was 30.4%, flat year over year and up 30 basis points from the first quarter. Deppe said the company expects gross margin to decline modestly sequentially in the third quarter, in line with seasonal patterns, although it expects gross margin to expand for the full year at a more moderate pace than in fiscal 2025.
Non-GAAP selling, general and administrative expense was 18.4% of sales, compared with 19.1% a year earlier. The company cited improved fulfillment-center utilization, lower variable costs to serve, headcount discipline, automation and AI-enabled productivity as drivers of 70 basis points of year-over-year SG&A leverage.
Health, Acquisitions and AI Remain Strategic Priorities Chewy said its health businesses continued to expand. The Chewy Vet Care clinic portfolio delivered triple-digit revenue growth, while the company said Modern Animal performed ahead of its expectations following its acquisition. Chewy completed the $400 million Modern Animal acquisition during the quarter.
Singh said Modern Animal and Chewy Vet Care offer complementary capabilities, unit economics and telehealth offerings. SmartPak, Chewy’s equine, farm and exotics business, also performed ahead of expectations. The business recorded its seventh consecutive quarter of mid-double-digit year-over-year sales growth, according to Singh.
The company also highlighted progress in deploying artificial intelligence across customer service, pharmacy and veterinary operations. Chewy launched its AI-powered customer assistant, Kai, to a select group of mobile-app users. Singh said about 30% of chats were resolved through self-service for common requests involving orders, returns, Autoship and account management.
Chewy also began using AI tools for customer-care agents and pharmacy workflows, while its Callie voice capability is supporting appointment confirmations, scheduling and follow-ups at select Chewy Vet Care locations. The company expects AI initiatives to generate low tens of millions of dollars in cost savings during fiscal 2026 and about $50 million on an annualized basis in fiscal 2027.
Singh cautioned that AI savings should not be viewed as a standalone amount that will flow directly to the bottom line, as the company expects the efficiencies to offset ordinary cost pressures and potentially fund growth investments.
Guidance Raised and Narrowed Chewy raised and narrowed its fiscal 2026 outlook, citing more stable consumer trends, continued market-share gains and better-than-expected contributions from SmartPak and Modern Animal. The company now expects full-year net sales of $13.46 billion to $13.57 billion, representing growth of 6.8% to 7.7%.
Organic net sales are expected to grow 5.5% to 6.3% for the year. The company said the midpoint of the forecast does not assume a meaningful improvement in consumer conditions.
Full-year adjusted EBITDA margin is expected to be 6.7% to 6.8%, compared with prior guidance of 6.6% to 6.8%. At the midpoint, the outlook implies adjusted EBITDA of $912 million and more than 100 basis points of year-over-year margin expansion. Third-quarter net sales are projected at $3.323 billion to $3.358 billion, with adjusted EBITDA margin of 6.6% to 6.7% and adjusted diluted earnings per share of about $0.39. Chewy generated $90 million in free cash flow during the quarter and ended the period with $612 million in cash equivalents and marketable securities, as well as more than $1 billion in total available liquidity. The company issued $600 million in term loans and repurchased $200 million of stock, buying back 9.9 million shares during the quarter.
About Chewy (NYSE:CHWY)Chewy, Inc NYSE: CHWY is a leading e-commerce retailer specializing in pet food, supplies and services. The company offers a comprehensive assortment of products for dogs, cats, fish, birds and other small animals, including prescription medications, veterinary health products, grooming essentials and toys. Through its online platform and mobile app, Chewy provides an intuitive shopping experience with features such as Autoship, ensuring regular deliveries of pet essentials at schedule intervals.
Founded in 2011 by Ryan Cohen and Michael Day, Chewy initially operated under the name Mr.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Chewy Right Now?Before you consider Chewy, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Chewy wasn't on the list.
While Chewy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Chewy (CHWY - Free Report) reported $3.33 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 7.3%. EPS of $0.36 for the same period compares to $0.33 a year ago.
The reported revenue represents a surprise of +0.42% over the Zacks Consensus Estimate of $3.32 billion. With the consensus EPS estimate being $0.36, the company has not delivered EPS surprise.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Chewy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Active customers: 21,705 versus the five-analyst average estimate of 21,662.Net sales per active customer: $602.00 compared to the $602.92 average estimate based on four analysts.Net Sales- Hardgoods: $395.8 million compared to the $384.21 million average estimate based on three analysts. The reported number represents a change of +14.4% year over year.Net Sales- Consumables: $2.23 billion compared to the $2.25 billion average estimate based on three analysts. The reported number represents a change of +3.9% year over year.View all Key Company Metrics for Chewy here>>>
Shares of Chewy have returned +3.6% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Chewy (CHWY -9.18%) stock is falling today on the heels of the company's latest quarterly report. The pet products e-commerce specialist's share price was down 7.7% as of 11 a.m. ET. The S&P 500 was down 0.3% at the same point in the daily session, and the Nasdaq Composite was down 0.5%.
The broader market is seeing moderate bearish momentum today as investors react to macroeconomic concerns, and Chewy's latest quarterly report has also failed to spur net buying action. As of this writing, the stock is now down roughly 35% year to date.
Image source: Getty Images.
Chewy's quarterly results weren't bad Before the market opened this morning, Chewy published results for the second quarter of its current fiscal year -- a period that ended on Aug. 2. The company's non-GAAP (adjusted) earnings per share of $0.36 in the period were in line with the average Wall Street analyst estimate, and sales of $3.33 billion topped the average forecast by roughly $10 million. Revenue increased roughly 7.4% year over year despite a challenging retail backdrop, and the company's gross margin of 30.4% matched last quarter's level.
Premium Feature
Moneyball Superscore
72/100
Today's Change
(
-9.18
%) $
-2.14
Current Price
$
21.14
What's next for Chewy? While Chewy stock is getting hit with sell-offs today, the company actually raised its full-year sales guidance. Management now expects full-year sales to come in between $13.46 billion and $13.57 billion -- up from its previous target for sales between $13.4 billion and $13.55 billion.
Even though the midpoint of the company's new guidance range exceeded the average analyst target of $13.48 billion in sales for the fiscal year, Chewy is seeing a valuation pullback today. The pet-products retailer has continued to execute efficiently even as consumer pressures are leading to more cautious spending in the category. Still, investors are concerned about what the macro backdrop means for the business's near-term performance.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chewy. The Motley Fool has a disclosure policy.
Chewy Inc (NYSE:CHWY) reported second-quarter revenue and profit above Wall Street estimates on Thursday, even as shares fell 8.6% after the pet products retailer's free cash flow missed expectations.
Revenue rose 7.3% year-over-year to $3.33 billion, edging past the $3.32 billion analysts had forecast. Adjusted earnings per share came in at $0.36, up 9.1% from a year earlier.
Adjusted EBITDA climbed 23.7% to $226.7 million, topping estimates of $211 million, while adjusted EBITDA margin expanded 90 basis points to 6.8%, also ahead of forecasts.
Gross margin held steady at 30.4% year-over-year, and net margin improved 40 basis points to 2.4%. Free cash flow fell 15.5% to $89.5 million, well short of the $133 million analysts had expected.
Active customers grew 3.8% to 21.705 million.
Analysts at Jefferies said the company's base business, excluding acquisitions, is holding up, which they said should be viewed favorably given softer macroeconomic commentary in the prior quarter. However, they noted that one-time items and timing factors contributed to the profit beat, and that guidance pointing to stable core growth alongside heavy reinvestment means the results are not as strong as headline numbers suggest.
The analysts said Chewy's capital deployment toward expanding its addressable market in veterinary and equestrian categories is a sensible move, and that its artificial intelligence and membership initiatives show promise, though the timing of when those investments will generate higher returns remains uncertain.
Sometimes, a stock’s first reaction tells only part of the story. On Aug. 30, Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) would begin manufacturing gas turbine blades and vanes in-house, calling the move a way to bring new turbines online up to 18 months faster. Investors immediately focused on the competitive threat, sending Howmet Aerospace Inc. (NYSE:HWM) shares sharply lower.
The selloff was significant. Howmet fell more than 10% at the close on Sept. 4 and is down 18.4% over the past month, even though the stock remains up roughly 29% over the past year.
The market’s concern was straightforward: if one of the world’s most valuable industrial companies starts making its own turbine blades, could incumbent suppliers eventually lose business?
Then came GE Aerospace’s response.
GE Aerospace (NYSE:GE) announced it will acquire precision casting specialist Consolidated Precision Products (CPP) for $11.75 billion, describing the business as strategically important to securing future engine production. Rather than suggesting turbine blade manufacturing is becoming less valuable, the deal points in the opposite direction: one of the industry’s largest manufacturers is spending billions to secure access to one of its most constrained components.
That aligns with what JPMorgan analyst Seth Seifman sees as the bigger takeaway.
While GE’s acquisition initially raised concerns that the company could rely less on suppliers such as Howmet over time, Seifman argues the industry remains constrained by limited casting capacity.
Read Next
CPP currently supplies only about a quarter of GE’s requirements, GE expects to continue sourcing blades from third parties, and demand for advanced airfoils is projected to grow roughly 30% through 2030. In other words, GE is buying capacity because it cannot simply manufacture enough of these parts overnight.
Howmet ConcernsThat distinction matters for investors.
The market initially treated Musk’s announcement and GE’s acquisition as separate competitive threats to companies like Howmet. But together, they may tell a different story. Both SpaceX and GE are investing to secure turbine blade production instead of assuming sufficient capacity already exists.
Reuters reported that precision castings have remained one of aerospace’s biggest production bottlenecks since the pandemic, while industry executives continue to describe turbine blade manufacturing as one of the most technically demanding areas of industrial production.
Existing supply agreements also mean GE is expected to continue purchasing blades from suppliers including Howmet for years to come.
What Investors Should WatchThe real question may not be whether new competitors enter the turbine blade market, but whether anyone can build enough capacity to satisfy demand.
GE’s $11.75 billion acquisition suggests that buying scarce manufacturing capability may be faster than building it from scratch. If that proves true, the long-term investment case for turbine blade manufacturers could depend less on defending market share and more on expanding production in an industry where demand continues to outpace supply.
Generative AI (GenAI) is gaining practical applications across the Medical Instruments industry, moving beyond its experimental phase. Companies are using it to generate synthetic medical images, simulate disease progression, create potential drug molecules and predicttheir effects, helping accelerate the drug development process.In McKinsey’s fourth-quarter 2025 survey, 50% of U.S. healthcare leaders reported GenAI implementation, while more than 80% had deployed initial use cases. Although administrative efficiency has the greatest perceived potential, clinical productivity became the most widely adopted GenAI application among care organizations.
Meanwhile, the FDA recently released a discussion paper, Considerations for the Regulation of Generative AI-Enabled Medical Devices, highlighting the technology’s potential benefits and risks. GenAI-enabled devices could transform patient care but may also introduce risks that differ from traditional software and AI-enabled devices. The paper seeks stakeholder input on these challenges and regulatory approaches.The European Union AI Act (EU AI Act) 2024 also introduced strict requirements for high-risk AI systems, including AI-based medical software.
Fortune Business Insights projects the global AI in the healthcare market to expand at a CAGR of 43.9% through 2026-2034. Despite industry pressures, Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and UFP Technologies (UFPT - Free Report) are well-positioned to benefit from continued AI adoption.
Industry Description The Zacks Medical - Instruments industry is highly fragmented, with participants engaged in research and development (R&D) in therapeutic areas. This FDA-regulated sector encompasses a vast array of products, from transcatheter valves and orthopedic devices to advanced imaging equipment and robotics. Recent trends highlight the integration of AI in diagnostics, the expansion of telemedicine, the rise of robotic-assisted surgeries and developments in 3D printing, continuous glucose monitoring systems and gene editing. The rise of GenAI is also reshaping MedTech, from speeding up patient recruitment to optimizing trial designs and improving regulatory processes. The FDA’s Total Product Life Cycle approach supports faster development of safe and effective medical devices critical to public health.
3 Trends Shaping the Future of the Medical Instruments Industry GenAI Revolution: Over the past couple of years, there has been a significant increase in the adoption of GenAI within the medical instrument space, with hyper-personalization being the primary feature of GenAI-driven treatment options. GenAI, while analyzing vast and complex genetic and molecular data, is expected to help healthcare reach new heights in terms of predictive treatment options and smart hospital systems. According to Zion Market Research, global GenAI in the healthcare market is projected to expand at a CAGR of 31.4% between 2026 and 2034. Growth is supported by the increasing use of AI-powered medical imaging, accelerated drug discovery, automated clinical documentation and growing physician burnout, which is boosting demand for intelligent workflow tools across hospitals, pharmaceutical companies and payers globally.The application of AI in the diagnostics space is growing enormously, with the market expected to witness a CAGR of 28.6% through 2026-2034.
M&A Trend: The medical instrument space has been benefiting from the ongoing merger and acquisition (M&A) trend. Smaller and midsized companies are turning to consolidation to gain scale and strengthen their competitive position, while larger players are pursuing acquisitions to enter niche markets and add specialized products and technologies to their portfolios. According to PWC’s Medtech: US Deals 2026 midyear outlook, Medtech M&A entered the second half of 2026 with continued momentum, supported by investment in innovation-led areas such as cardiovascular and neurostimulation, expansion into connected care and workflow platforms and continued carve-outs, take-privates, and other portfolio reshaping activity.Deal value reached $36.5 billion in the first half, following a decade-high level of M&A activity in 2025. Notable transactions included Boston Scientific’s $15 billion agreement to acquire Penumbra and Danaher’s $10 billion acquisition of Masimo. Medtronic also recently completed its $650 million acquisition of SPR Therapeutics, Inc., consisting of an upfront cash payment.
Business Trend Disruption: The IMF’s July 2026 World Economic Outlook projects global growth of 3% in 2026 and 3.4% in 2027, below the 3.5% average observed in 2024-25 but broadly unchanged from its April forecast on a cumulative basis. The slowdown reflects the drag from the Middle East conflict, partly offset by stronger demand from the global technology cycle as AI advances and adoption The effects vary across countries, depending largely on their exposure to the conflict and their role in the technology supply chain. Global headline inflation is expected to rise from 4.1% in 2025 to 4.7% in 2026 before easing to 3.9% in 2027. The projections were revised slightly higher from April, suggesting that the disinflation trend that began in early 2024 has stalled. The possibility of renewed Middle East conflict looms large and could extend commodity price volatility, disrupt supply chains, raise prices and weigh on financial conditions.
Zacks Industry Rank Indicates Bright Prospects The Zacks Medical Instruments industry’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates upbeat near-term prospects. The industry, housed within the broader Zacks Medical sector, currently carries a Zacks Industry Rank #99, which places it in the top 40% of 248 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
We will present a few stocks that have the potential to outperform the market based on a strong earnings outlook. It is worth taking a look at the industry’s shareholder returns and current valuation first.
Industry Underperforms S&P 500 & Sector The industry has lagged the Zacks S&P 500 composite and the sector over the past year. The industry has declined 2.5% against the broader sector’s rise of 11.8%. The S&P 500 has returned 19% in a year.
1-Year Price Performance
Image Source: Zacks Investment Research
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings (P/E), which is commonly used for valuing medical stocks, the industry is currently trading at 25.97X compared with the broader industry’s 21.30X and the S&P 500’s 20.09X.
Over the past five years, the industry has traded as high as 41.07X, as low as 24.72X and at the median of 31.39X, as the charts show below.
Price-to-Earnings Forward 12 Months (F12M)
Image Source: Zacks Investment Research
Price-to-Earnings Forward 12 Months (F12M)
Image Source: Zacks Investment Research
3 Stocks to Buy Right Now Veracyte: Based in California, Veracyte is a cancer diagnostics company, offering tests for prostate, thyroid, bladder and breast cancer. In the United States, it provides laboratory-developed tests through CLIA-certified labs in South San Francisco and San Diego, while the Prosigna breast cancer test is available internationally through laboratories and hospitals as an in vitro diagnostic. Its Afirma test leads the thyroid nodule molecular diagnostics market, driven by greater use among existing physicians, an expanding ordering-physician base and market share gains.
Veracyte sports a Zacks Rank #1 (Strong Buy) at present. The Zacks Consensus Estimate for the company’s 2026 EPS and revenues calls for 8.4% and 14.4% growth, respectively.
You can see the complete list of today's Zacks #1 Rank stocks here.
Price & Consensus: VCYT
Image Source: Zacks Investment Research
Globus Medical: Based in Pennsylvania, Globus Medical is a renowned musculoskeletal technology company, advancing care throughout spine, orthopedic trauma, joint reconstruction, biomaterials and enabling technologies. In 2023, the company expanded its spine business through the NuVasive merger and broadened into neuromodulation and pain treatment with the Nevro acquisition in 2025. Globus Medical’s International sales represented 21% of total net sales in the first half of 2026, spanning 61 countries outside the United States.
At present, GMED carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate calls for 25.4% EPS growth and 8.8% revenue growth for the company in 2026.
Price & Consensus: GMED
Image Source: Zacks Investment Research
UFP Technologies: Massachusetts-based UFP is a contract development and manufacturing organization specializing in comprehensive solutions for medical devices, sterile packaging and other advanced engineered custom products. The company’s single-use and single-patient products support minimally invasive surgery, infection prevention, wound care, wearables and orthopedic care. UFP boasts a strong acquisition pipeline, completing three deals in the second quarter of 2026 and recently expanding its capabilities through the acquisition of CI Medical.
Presently, UFPT carries a Zacks Rank #2. The Zacks Consensus Estimate for the company’s 2026 EPS and revenue implies 8% and 9.1% growth, respectively.
Price & Consensus: UFPT
Image Source: Zacks Investment Research
Key Takeaways Raymond James gained 17.2% in three months, outpacing its industry and the broader market.RJF benefits from record PCG revenues, acquisitions and improving IB fees.Elevated expenses and volatile brokerage revenues remain key hurdles despite RJF's attractive valuation. Supported by a strong operating performance, shares of Raymond James (RJF - Free Report) have gained 17.2% over the past three months, outperforming the industry’s 11.8% growth and the S&P 500 index’s 5.3% rally.
Also, if we compare RJF’s price performance with two of its close peers, Morgan Stanley (MS - Free Report) and Evercore (EVR - Free Report) , it appears that the stock has performed better than both MS and EVR. Over the past three months, MS shares have gained 4.6%, while the EVR stock has lost 13.2%.
3-Month Price Performance
Image Source: Zacks Investment Research
Does the RJF stock have more upside left despite recent strength in price? Let us find out.
Factors Supporting Raymond JamesStrong Private Client Group (PCG) Performance: Raymond James’ PCG segment is a key growth engine, with net revenues seeing an 11.4% compound annual growth rate (CAGR) over fiscal 2021-2025 and maintaining momentum through the first nine months of fiscal 2026. Particularly, in the fiscal third quarter of this year, PCG generated record net revenues of $2.84 billion, up 14% year over year, supported by higher client assets, market appreciation, strong retention and continued net new asset growth.
PCG assets under administration reached a record $1.86 trillion, while domestic net new assets totaled $21.7 billion in the quarter.
Robust adviser recruiting and high retention should continue supporting asset and revenue growth, reinforcing PCG’s position as a major contributor to Raymond James’ long-term performance.
Strategic Acquisitions: Raymond James has built a strong record of using acquisitions and partnerships to broaden its capabilities across wealth management, asset management and capital markets.
The May 2026 acquisition of Clark Capital added roughly $47 billion of combined assets under management and non-discretionary assets, strengthening the firm’s wealth-focused investment platform. The GreensLedge investment (March 2026) enhanced Raymond James’ capital-markets capabilities.
In fiscal 2024, the company announced a partnership with Eldridge Industries. In fiscal 2023, it acquired Canada-based Solus Trust Company Limited, while in fiscal 2022, it acquired SumRidge Partners, TriState Capital Holdings and the U.K.-based Charles Stanley Group PLC. These transactions have expanded Raymond James’ presence in private credit, trust services and international wealth management.
With ample capital and liquidity available for deployment, continued strategic acquisitions could strengthen the PCG and Asset Management franchises and support long-term earnings growth.
Investment Banking (IB) Recovery: Raymond James’ IB business has regained momentum after a sharp slowdown in fiscal 2022 (IB fees in the Capital Markets segment declined 4%) and 2023 (declined 41%).
IB fees rebounded in fiscal 2024 (increased 7%) and continued to improve through fiscal 2025 and the first nine months of fiscal 2026 as deal-making conditions became more supportive.
Now, although the timing of deal closures remains uncertain, management sees meaningful upside potential as valuation gaps narrow and transaction activity improves. A healthier M&A backdrop and Raymond James’ expanded capital-markets capabilities should support growth in IB fees.
Consistent Capital Returns: Raymond James has maintained a shareholder-friendly capital distribution policy, supported by a strong balance sheet and healthy earnings generation. The company has regularly increased its dividend over the past decade, including an 8% hike announced in December 2025.
It also authorized up to $2 billion of share repurchases in the first quarter of fiscal 2026, with $1.1 billion still available as of June 30, 2026.
With strong capital ratios, excess liquidity and a relatively modest payout ratio, Raymond James appears well-positioned to sustain dividends and buybacks, while continuing to invest in growth.
Raymond James Stock Is UndervaluedRJF’s 12-month forward price-to-earnings (P/E) ratio of 13.72X is slightly below the industry’s 14.14X. This indicates that its shares are trading at a discount.
P/E (F12M) Ratio
Image Source: Zacks Investment Research
Morgan Stanley has a forward 12-month P/E of 16.65X, while Evercore is trading at 13.13X. This implies that while RJF is more expensive than EVR, it is cheaper than MS.
Headwinds for RJF StockCapital Markets Volatility: Raymond James’ brokerage revenues remain sensitive to capital-market activity, making this revenue stream inherently volatile. While elevated trading activity during the pandemic boosted brokerage fees, subsequent normalization weighed on the results.
Despite a recovery in fiscal 2025 and the first nine months of fiscal 2026, brokerage fees in the Capital Markets segment declined at a 3.8% CAGR over the four fiscal years ended 2025.
Given the unpredictable nature of market activity and the possibility of trading volumes normalizing further, sustained growth in brokerage revenues remains uncertain, which could pressure Capital Markets revenues.
Expense Growth: Raymond James’ non-interest expenses witnessed a 9.2% CAGR over fiscal 2021-2025, with the uptrend continuing through the first nine months of fiscal 2026. Compensation remains a major cost driver, while continued investments in technology, adviser recruiting, acquisitions and regulatory compliance are likely to keep expenses elevated.
The company spends more than $1.1 billion annually on technology, including automation and artificial intelligence (AI) initiatives, adding to near-term costs despite potential long-term efficiency benefits.
Management continues to expect fiscal 2026 non-compensation expenses of $2.3 billion, even after incorporating costs related to the Clark Capital and GreensLedge acquisitions. Persistently high expense growth could therefore limit operating leverage and make margin expansion difficult, especially if revenue growth moderates.
Final Thoughts on Raymond James StockSolid IB business prospects, organic and inorganic growth efforts to diversify operations and a strong balance sheet will likely keep aiding RJF’s financials. An attractive valuation is another positive.
Moreover, analysts are optimistic regarding the company’s earnings growth prospects. Over the past seven days, the Zacks Consensus Estimate for the company’s fiscal 2026 and fiscal 2027 earnings have been revised higher.
Estimate Revision Trend
Image Source: Zacks Investment Research
However, unsustainable brokerage fee income, on account of normalizing client activity and elevated expenses are roadblocks. Thus, taking into consideration the concerns, investors should not rush to buy the RJF stock at the moment. However, those who already own the stock should hold on to it for long-term gains.
Currently, Raymond James carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
C.H. Robinson Worldwide faces headline risk from a $604 million verdict, but insurance and fault allocation significantly limit direct financial exposure. Montgomery v. Caribe Transport II increases legal risk for brokers, but the true impact will be revealed through CHRW's 2027 insurance renewal, not immediate litigation outcomes. CHRW has achieved mid-cycle margins and productivity gains despite freight market weakness, driven by automation and cost reductions, positioning the business for future upside.
In this video, I will cover recent updates on Meta, Anthropic, and Nvidia, and explain why I remain bullish on SoFi (SOFI -3.47%) despite the negative sentiment surrounding it. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of Sep. 1, 2026. The video was published on Sep. 1, 2026.
Neil Rozenbaum has positions in Meta Platforms and SoFi Technologies. The Motley Fool has positions in and recommends Meta Platforms and Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of 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? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that 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 ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee 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.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Equifax (EFX - Free Report) Equifax Inc. is a global data, analytics and technology company. It provides information solutions and human resources business process outsourcing services for businesses, governments and consumers. Its services are based on comprehensive databases of consumer and business information derived from numerous sources, including credit, financial assets, telecommunications and utility payments, employment, income, demographic and marketing data.
EFX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 20.08; value investors should take notice.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.00 to $8.55 per share. EFX boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, EFX should be on investors' short list.
Owens Corning (OC - 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 construction materials company have returned -18.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Building Products - Miscellaneous industry, to which Owens Corning belongs, has lost 8.1% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
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, Owens Corning is expected to post earnings of $3.20 per share, indicating a change of -12.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -4.6% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $9.94 points to a change of -17.5% from the prior year. Over the last 30 days, this estimate has changed +3%.
For the next fiscal year, the consensus earnings estimate of $12.13 indicates a change of +22% from what Owens Corning is expected to report a year ago. Over the past month, the estimate has changed +1.9%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Owens Corning.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Owens Corning, the consensus sales estimate of $2.63 billion for the current quarter points to a year-over-year change of -2.1%. The $9.96 billion and $10.36 billion estimates for the current and next fiscal years indicate changes of -1.5% and +4.1%, respectively.
Last Reported Results and Surprise HistoryOwens Corning reported revenues of $2.76 billion in the last reported quarter, representing a year-over-year change of +0.3%. EPS of $3.93 for the same period compares with $4.21 a year ago.
Compared to the Zacks Consensus Estimate of $2.67 billion, the reported revenues represent a surprise of +3.16%. The EPS surprise was +28.43%.
Over the last four quarters, Owens Corning surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two 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.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Owens Corning is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
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 Owens Corning. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
A securities class action alleges Simply Good Foods' former CEO Geoff E. Tanner and CFOs Shaun P. Mara and Christopher J. Bealer certified filings that painted the $280 million OWYN integration as on track, while SMPL shareholders absorbed a decline of more than 70% and a $200 million write-down.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in The Simply Good Foods Company (NASDAQ: SMPL) of a pending securities class action covering purchasers between October 24, 2024 and April 8, 2026. Find out if you may be eligible to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
SMPL shares fell from $14.41 per share on April 8, 2026, to $10.44 per share on April 10, 2026, a decline exceeding 27%, or more than $10.40 per share. The Company recorded a $187 million impairment against OWYN intangible assets, bringing cumulative write-downs to $200 million on a $280 million acquisition. The window to apply for lead plaintiff closes on October 13, 2026.
The Named Individual Defendants
The action names Geoff E. Tanner, President and Chief Executive Officer from July 2023 until January 2026; Shaun P. Mara, Chief Financial Officer from October 2022 until July 2025; and Christopher J. Bealer, Chief Financial Officer since July 2025 and previously SVP Finance. Each is alleged to have signed or certified periodic reports describing the OWYN acquisition as central to the Company's strategic vision.
Sarbanes-Oxley Certification Obligations
Under Sections 302 and 906 of the Sarbanes-Oxley Act, the certifying officers attested that the Company's quarterly and annual reports did not omit material facts. The complaint charges that those filings failed to disclose already-existing integration breakdowns, departures of key OWYN personnel, and product quality problems tied to a pea protein sourcing change.
Alleged Control Person Liability Under Section 20(a)
Authority over the content of Form 10-K and Form 10-Q filings during the Class Period Certifications under Sarbanes-Oxley Sections 302 and 906 attesting to disclosure accuracy Direct participation in quarterly earnings calls addressing OWYN integration status Alleged access to internal reporting on OWYN margins, discounting, and G&A growth Alleged responsibility for risk factor language stating the Company "may not accomplish the integration of an acquired business smoothly" Alleged failure to correct prior statements as adverse conditions worsened "Corporate officers have a duty to ensure their companies' public statements are accurate and complete. The complaint here alleges that certifications continued to attest to complete disclosure even as OWYN integration problems were allegedly known internally." -- Joseph E. Levi, Esq.
Submit your information to learn more or call (212) 363-7500.
Levi & Korsinsky, LLP is a nationally recognized shareholder rights firm. Over the past 20 years, the firm has secured hundreds of millions of dollars for aggrieved shareholders. Ranked in ISS Top 50 for seven consecutive years.
Frequently Asked Questions About the SMPL Lawsuit
Q: Who are the defendants named in the SMPL lawsuit? A: The complaint names The Simply Good Foods Company and individual defendants including senior executives who signed SEC filings, made public statements, or certified financial disclosures under Sarbanes-Oxley.
Q: What specific misstatements does the SMPL lawsuit allege? A: The complaint alleges The Simply Good Foods Company made materially false or misleading statements regarding the integration and performance of the OWYN acquisition during the Class Period. When the OWYN sales contraction, $187 million impairment, and slashed fiscal 2026 outlook were disclosed, the stock price declined sharply.
Q: What court was the SMPL class action filed in? A: The case was filed in the United States District Court for the Southern District of New York, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What documents do I need to to submit my information? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
Q: What if I already sold my SMPL shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Korn Ferry remains a Buy with ~10% upside to a $90 price target, supported by resilient executive search and improving labor market trends. KFY delivered solid Q1 results: $1.43 EPS (beat by $0.07), 7% revenue growth to $765M, and stable 17% EBITDA margins. The AMS acquisition strengthens KFY's RPO segment, offers $40M synergy potential, and is supported by a robust pre-merger balance sheet.
Texas Roadhouse (TXRH - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 12.9% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Here's Why TXRH Could Experience a TurnaroundThe heavy selling of TXRH shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 26.49. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.
This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering TXRH in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 0.9% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, TXRH currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Scott D. Lipesky, EVP and COO of Abercrombie & Fitch (ANF +0.71%), sold 5,000 shares of Class A common stock on Aug. 28, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$745,000Shares sold5,000Post-transaction shares (directly held)147,534Post-transaction value$21.9 millionTransaction value based on SEC Form 4 weighted average sale price ($149); post-transaction value based on Aug. 28, 2026, market close ($148.42).
Key questionsWhat was the impact on Lipesky's direct equity position?
The executive sold 5,000 shares, a 3% transaction size relative to his previous stake, while retaining a direct holding of 147,534 shares.How does the transaction price compare to the stock's recent performance?
The execution at $149 per share occurred against a backdrop of 54% share price appreciation for the company over the 12 months ending Aug. 28, 2026.What is the market value of the insider's remaining direct investment?
Based on the $148.42 market close on the transaction date, the executive's remaining direct equity stake is valued at approximately $21.9 million.Company OverviewMetricValueShare Price (as of market close 2026-08-31)$143.08Market Capitalization$6.4 billionRevenue (TTM)$5.3 billionNet Income (TTM)$536 millionCompany SnapshotAbercrombie & Fitch operates as an omnichannel apparel retailer offering clothing, personal care products, and accessories for men, women, and children across its portfolio of brands, including Abercrombie & Fitch, Abercrombie Kids, Hollister, and Gilly Hicks.The company generates revenue through a diversified distribution model encompassing company-operated retail stores, e-commerce platforms, wholesale partnerships, franchise agreements, and licensing arrangements across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions.The company targets style-conscious consumers across multiple demographic segments, from young adults and teenagers to families, through both physical retail locations and digital channels, seeking contemporary apparel and lifestyle products.Abercrombie & Fitch is a multinational omnichannel retailer with a market capitalization of $6.4 billion and TTM revenue of $5.3 billion, demonstrating significant scale within the apparel retail sector. The company leverages a multi-brand portfolio strategy to capture diverse customer segments while maintaining operational efficiency through integrated retail and digital distribution networks. ANF maintains a competitive position through brand differentiation, international expansion, and omnichannel retail capabilities that enable seamless customer engagement across geographies and sales channels.
Premium Feature
Moneyball Superscore
79/100
Today's Change
(
0.71
%) $
1.07
Current Price
$
152.50
What this transaction means for investorsOn Aug. 28, Lipesky sold 5,000 shares in a transaction that was valued at approximately $745,000. Digging a little more into the details, however, this doesn't appear to be a sale that should worry shareholders. One reason is that the insider still holds 147,534 shares, indicating his continued alignment with Abercrombie's success.
The other reason this shouldn't cause worry for shareholders is the stock price's performance. Over the last 12 months, Abercrombie shares have climbed nearly 60%, while the S&P 500 is up 17.8% over the same period. With that price run-up, it is natural for an insider to consider taking some gains off the table. With that context, this sale appears largely routine.
For what's ahead, however, price targets suggest that potential gains over the next 12 months may not come as fast and furiously as they have over the previous 12 months. According to CNN, of the 15 analysts who cover the stock, the median price target for the next year is $165. From the price as of this writing, $151.43, reaching $165 would represent a gain of nearly 9%.
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #SBRA--In conjunction with upcoming investor meetings, Sabra Health Care REIT, Inc. (Nasdaq: SBRA) has issued a business update, which is available on the company's website.In addition, Rick Matros, the company's Chair and Chief Executive Officer, Michael Costa, the company's Chief Financial Officer, Darrin Smith, the company's Chief Investment Officer, and Lukas Hartwich, the company's Executive Vice President of Finance, will participate in the BofA Securities 2026 Gl.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features 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, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that 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 ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
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.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee 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.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: RingCentral (RNG - Free Report) RingCentral is a leading provider of contact center software-as-a-service (SaaS) solutions, along with global enterprise cloud communications, video meetings, collaboration, and customer engagement solutions that enable businesses to communicate, collaborate, and connect.
RNG 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. RNG has a Growth Style Score of A, forecasting year-over-year earnings growth of 15.8% for the current fiscal year.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.14 to $5.05 per share. RNG boasts an average earnings surprise of +3.7%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, RNG should be on investors' short list.
If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.
Xeris Biopharma Holdings, Inc. (Nasdaq: XERS), a fast-growing biopharmaceutical company committed to improving patient lives by developing and commercializing i
FIN enables Splitit to integrate with SilverLake® core banking platform and Banno digital banking platform
, /PRNewswire/ -- Splitit, the global leader in bank-linked installment payments, today announced its integration with Jack Henry's SilverLake® core banking platform and Banno Digital Platform™ through the Jack Henry® Fintech Integration Network (FIN). The Fintech Integration Network is designed to help ensure that Jack Henry's customers can easily deploy third-party products.
Splitit and Jack Henry Demonstration Video
Splitit CEO Nandan Sheth on Splitit/Jack Henry partnership
Splitit/Jack Henry FIN partnership screenshot
Splitit/Jack Henry FIN partnership screenshot 2 Splitit debit card installments integrate with SilverLake through jXchange™ services-based programming interfaces that enable third-party fintechs and financial institutions to securely access core data and business rules. These integrations maintain data integrity by managing access through a service layer that governs all interactions, ensuring consistent and secure data exchange across platforms.
Eligible banks and credit unions can now offer embedded installments to debit and demand accountholders, enabling them to generate new fee income and compete more effectively with BNPL providers – without building new technology, becoming the lender of record, or requiring users to adopt a third-party app.
Every time a customer chooses a third-party Buy Now, Pay Later app instead of their bank, the bank loses more than a loan. It loses transaction visibility, fee income, engagement and another opportunity to strengthen the primary banking relationship. Over time, payment innovation shifts away from the financial institution and into the hands of third parties.
Splitit was built to reverse that trend. Splitit's white-label platform, integrated with Jack Henry, enables banks and credit unions to bring payment innovation back inside the banking relationship. By unlocking installment capabilities for deposit accounts and debit cards, institutions can offer seamless payment flexibility at checkout and after purchase while retaining the accountholder relationship, transaction data and economics.
"Banks and credit unions shouldn't have to watch their most loyal customers leave the banking relationship every time they want more payment flexibility," said Ran Landau, CTO of Splitit. "Consumers increasingly expect their trusted financial institution to offer installment payments that are as seamless and embedded. Building and continuously evolving an AI-powered installment platform that keeps pace with changing expectations isn't something most financial institutions should have to do on their own. That's exactly why we built Splitit. Together with Jack Henry, we're giving banks and credit unions a faster path to innovation – one that strengthens relationships, creates new revenue opportunities and helps them remain at the center of the payment experience."
Accountholders benefit from a seamless experience before and after purchase. At checkout, eligible users can select installment payments in real time with participating merchants, marketplaces and wallets. After purchase, eligible transactions will be converted into personalized installment offers, through Splitit's AI-powered personalization engine, directly within the institution's digital banking experience. In both cases, accountholders remain within the trusted banking relationship they already know.
Jack Henry's FIN takes the accountholder out of the middle, providing fintechs with direct access to Jack Henry's technical resources and test systems. FIN inclusion is not an endorsement of the fintech's product.
About Jack Henry & Associates, Inc.®
Jack Henry® (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens connections between financial institutions and the people and businesses they serve. We are an S&P 500 company that prioritizes openness, collaboration, and user centricity – offering banks and credit unions a vibrant ecosystem of internally developed modern capabilities as well as the ability to integrate with leading fintechs. For 50 years, Jack Henry has provided technology solutions to enable clients to innovate faster, strategically differentiate, and successfully compete while serving the evolving needs of their accountholders. We empower approximately 7,400 clients with people-inspired innovation, personal service, and insight-driven solutions that help reduce the barriers to financial health. Additional information is available at www.jackhenry.com.
About Splitit
Splitit is the only global installment payments platform built to work inside a bank's own digital experience, not around it. By turning existing credit relationships into flexible, card-linked installment plans, Splitit gives financial institutions a way to deepen customer engagement, strengthen deposit retention, and unlock new revenue, all without requiring customers to open a new account or download a third-party app. Banks and credit unions retain full control over eligibility, credit policy, and the customer relationship throughout. Trusted by financial institutions and leading brands across luxury retail, digital marketplaces, and technology, Splitit operates in more than 100 countries and powers embedded installment experiences — including inside Samsung Wallet — at scale. Learn more at Splitit.com.
The Harris Agency for Splitit
David Resnic or Chrissy Carney
[email protected]
Time-Sensitive: Allegations Focus on GoDaddy's "High-Intent" Customer and AI Platform Representations, Which the Complaint Says Concealed a Sharp Deceleration in Total Bookings Growth.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in GoDaddy Inc. (NYSE: GDDY) of a pending securities class action. Class Period: September 3, 2025 through February 24, 2026. Check if you might be eligible to recover your investment losses or contact Joseph E. Levi, Esq. at [email protected] | (212) 363-7500.
GDDY shares fell $13.18 per share, more than 14%, closing at $79.12 on February 25, 2026. The Court has set October 20, 2026 as the deadline to apply for lead plaintiff appointment.
"Investors deserve transparency about material risks that could affect their investments, and this action questions whether GoDaddy shareholders were told the full story about what was driving customer growth," stated Joseph E. Levi, Esq.
What Management Allegedly Knew About the "High-Intent" Customer Story
Throughout the Class Period, management told the investment community that the Company's strategy of pursuing "high-intent" customers who spend $500 or more was working, that average order size was rising, and that the AI platform was drawing in customers who attached additional products. The lawsuit asserts those representations were incomplete because, as alleged, the Company had already rolled out a $4.99 promotional price for one-year dotcom domains that pushed buyers away from the typical multi-year contracts and reduced average order size.
Industry Trends in Customer Acquisition Quality
Domain registrars typically sell multi-year contracts, often three-year terms. Typical dotcom pricing ranges from $10 to $20 per year, making a $4.99 one-year offer a substantial discount. The action claims the promotion lifted new customer volume while pressuring upfront bookings and initial order size. Total bookings growth decelerated to 5% in Q4 2025, down from 9% the prior quarter and short of the 7% analysts expected. Full year 2025 bookings growth came in at 7%, below the roughly 8% previously indicated. Why Bookings Quality Allegedly Matters to Investors
As alleged, statements about rising average order size and a working high-intent strategy sat alongside an undisclosed promotion that the Company later acknowledged reduced average order size at initiation. The complaint contends shares traded at artificially inflated prices as a result.
Learn more about the case or call (212) 363-7500.
ABOUT LEVI & KORSINSKY, LLP — Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report. Investors who suffered losses have until October 20, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the GDDY Lawsuit
Q: Who is eligible to join the GDDY investor lawsuit? A: Investors who purchased GDDY stock or securities between September 3, 2025 and February 24, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: What is the GDDY lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is October 20, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.
Q: What specific misstatements does the GDDY lawsuit allege? A: The complaint alleges GoDaddy made materially false or misleading statements regarding the effectiveness of its high-intent customer strategy, rising average order size, and its representation that discounting had been turned off, while an undisclosed $4.99 one-year domain promotion was pressuring bookings. When the fourth quarter bookings deceleration and the promotional pricing shift were disclosed, the stock price declined sharply.
Q: What do GDDY investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my GDDY shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against GoDaddy Inc. (“GoDaddy” or the “Company”) (NYSE: GDDY) on behalf of investors that purchased or otherwise acquired GoDaddy common stock between September 3, 2025 and February 24, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in GoDaddy and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8566.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than October 20, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The Complaint alleges that throughout the Class Period, the Defendants made false and misleading statements, and omitted information necessary to make the statements not false or misleading at the time they were made, because while the Company represented to investors that its strategy “isn’t to grow customers just for the sake of growing customers” and that “[w]e’ve seen the average order size go up,” the Company had implemented a promotion focusing on short term contracts with smaller valuations, which in turn led to a decrease in total bookings and deceleration of bookings growth for both the fourth quarter and full year 2025.
The Complaint further alleges that on February 24, 2026 after the close of the market, the truth regarding the Company’s promotional discount instituted in the fall of 2025 and its material, adverse effect on total bookings growth was revealed when the Company issued a press release reporting its fourth quarter and full year 2025 financial results with the SEC on Form 8-K (the “Press Release”). The Press Release revealed that total bookings growth had sharply decelerated to 5% in the fourth quarter of 2025.
The Complaint alleges that these disclosures caused the price of GoDaddy common stock to decline from a price of $92.30 per share on Tuesday, February 24, 2026 to a closing price of $79.12 per share on Wednesday, February 25, 2026, a decline of $13.18 per share, or more than 14% on heavier than usual volume.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
CONTACT:
Frederic S. Fox
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, NY 10022
(212) 329-8566 [email protected]
Donald R. Hall
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, NY 10022
(212) 329-8559 [email protected]
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many 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.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and 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.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee 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.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: GoDaddy (GDDY - Free Report) GoDaddy Inc.’s solutions served 20.5 million customers as of June 30, 2026, including independents, WebPros, Domain Registrars and Investors, and Third-Party Registrars and Corporate Domain Portfolio owners.
GDDY is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. GDDY has a Momentum Style Score of B, and shares are up 2.4% over the past four weeks.
For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.08 to $7.21 per share. GDDY boasts an average earnings surprise of +6.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GDDY should be on investors' short list.
Academy Sports and Outdoors, Inc. (ASO - Free Report) came out with quarterly earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.1 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this company would post earnings of $0.91 per share when it actually produced earnings of $0.93, delivering a surprise of +2.2%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Academy Sports and Outdoors, which belongs to the Zacks Leisure and Recreation Products industry, posted revenues of $1.65 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.45%. This compares to year-ago revenues of $1.6 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Academy Sports and Outdoors shares have lost about 10.5% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Academy Sports and Outdoors?While Academy Sports and Outdoors has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Academy Sports and Outdoors was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.27 on $1.43 billion in revenues for the coming quarter and $6.43 on $6.3 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Leisure and Recreation Products is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
MasterCraft Boat Holdings, Inc. (MCFT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on September 10.
This sport boats maker is expected to post quarterly earnings of $0.61 per share in its upcoming report, which represents a year-over-year change of +52.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
MasterCraft Boat Holdings, Inc.'s revenues are expected to be $119.25 million, up 50% from the year-ago quarter.
Academy Sports and Outdoors (ASO +8.19%) stock soared 10.9% through 10 a.m. ET Wednesday after reporting an earnings beat this morning.
Expected to earn $2.09 per share on sales of $1.66 billion, Academy instead reported a $2.31 per share (non-GAAP) profit for Q2 on sales only slightly worse than expected -- $1.65 billion. Its forecast for the rest of the year was similar: Better earnings than Wall Street anticipated, and only slightly worse sales.
Image source: Getty Images.
Academy Sports Q2 earnings Same-store sales weren't great at Academy this past quarter, declining 0.4%, but by adding new stores and growing its e-commerce presence, Academy was able to flip total sales growth to positive 3%.
Profit margins expanded sufficiently to then boost (non-GAAP) earnings growth to 19%, including refunds from the overruled Trump tariffs, and GAAP profits rose nearly as much -- 17%, resulting in a $2.17 per share GAAP profit.
Premium Feature
Moneyball Superscore
61/100
Today's Change
(
8.19
%) $
3.66
Current Price
$
48.37
What's next for Academy Sports stock Future sales growth could be even stronger. Adding just three new stores was enough to give Academy 3% sales growth in Q2; in Q3, the company plans to open 11 new stores. Management is for now only sticking with its previous forecast for 3% to 5% total sales growth this year, about $6.3 billion in total sales, with positive same-store sales growth of 2%.
Improved profit margins, however, allowed management to raise earnings guidance to a new range of from $6.05 to $6.45, GAAP. Taken at the midpoint, that means Academy Sports stock is trading at a low 7.7x current-year earnings and roughly 9.2x current-year free cash flow.
For a stock that just turned in 17% earnings growth, and that's forecast to grow earnings 11% annually over the next five years, that looks like a "buy" to me.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends Academy Sports And Outdoors. The Motley Fool has a disclosure policy.
Tanger® (NYSE: SKT), a leading owner and operator of outlet and other open-air retail shopping destinations, announced today that its financial results for the quarter ended September 30, 2026 will be released on Wednesday, November 4, 2026 after the market close. The Company will host its conference call for analysts, investors, and other interested parties on Thursday, November 5, 2026 at 8:30 a.m. Eastern Time.
The conference call will be available to the public through a live audio webcast on Tanger’s Investor Relations website, investors.tanger.inc. An online archive of the webcast will also be available following the call through November 19, 2026.
About Tanger®
Tanger Inc. (NYSE: SKT) is a leading owner and operator of outlet and other open-air retail shopping destinations, with 45 years of expertise in the retail and outlet shopping industries. Tanger’s portfolio of 38 outlet centers and four open-air lifestyle centers includes nearly 17 million square feet well positioned across tourist destinations and vibrant markets in 22 U.S. states and Canada. A publicly traded REIT since 1993, Tanger continues to innovate the retail experience for its shoppers with over 3,000 stores operated by more than 800 different brand name companies. For more information on Tanger, call 1-800-4TANGER or visit tanger.inc.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260909794525/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.
SkyWest (SKYW - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this regional airline have returned -12% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Transportation - Airline industry, to which SkyWest belongs, has lost 12.2% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
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, SkyWest is expected to post earnings of $3.13 per share, indicating a change of +11.4% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.6% over the last 30 days.
The consensus earnings estimate of $10.94 for the current fiscal year indicates a year-over-year change of +5.7%. This estimate has changed -0.5% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $12.18 indicates a change of +11.3% from what SkyWest is expected to report a year ago. Over the past month, the estimate has changed +2.1%.
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, SkyWest is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of SkyWest, the consensus sales estimate of $1.14 billion for the current quarter points to a year-over-year change of +8.9%. The $4.36 billion and $4.58 billion estimates for the current and next fiscal years indicate changes of +7.5% and +5%, respectively.
Last Reported Results and Surprise HistorySkyWest reported revenues of $1.1 billion in the last reported quarter, representing a year-over-year change of +6.5%. EPS of $2.54 for the same period compares with $2.91 a year ago.
Compared to the Zacks Consensus Estimate of $1.11 billion, the reported revenues represent a surprise of -0.29%. The EPS surprise was -5.93%.
Over the last four quarters, SkyWest surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
SkyWest is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
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 SkyWest. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Progyny (PGNY - Free Report) closed the last trading session at $27.15, gaining 2.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $34 indicates a 25.2% upside potential.
The average comprises 12 short-term price targets ranging from a low of $30.00 to a high of $40.00, with a standard deviation of $3.19. While the lowest estimate indicates an increase of 10.5% from the current price level, the most optimistic estimate points to a 47.3% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
But, for PGNY, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in PGNYAnalysts' 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 to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 5%.
Moreover, PGNY currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much PGNY could gain, the direction of price movement it implies does appear to be a good guide.
Natural food products have moved beyond a niche category and are becoming a larger part of everyday consumer spending. Growing attention to health, nutrition and sustainability is encouraging consumers across demographics to favor foods that support healthier lifestyles. This broadening demand creates a favorable backdrop for companies exposed to natural and better-for-you categories.
Ingredient quality and transparency now play a greater role in purchase decisions. Shoppers are paying closer attention to labels and increasingly favoring recognizable ingredients, minimal processing and attributes such as organic, non-GMO and preservative-free formulations. This suggests clean-label demand is becoming more durable, creating opportunities for manufacturers and retailers to strengthen their portfolios with differentiated products that better match evolving expectations around nutrition, simplicity and transparency.
Stronger food-labeling standards and public health initiatives are supporting the natural food category. Companies that emphasize transparent sourcing, product quality, ethical supply chains and sustainable production can strengthen brand credibility and customer loyalty. These advantages may also support premium pricing, as consumers show willingness to pay more for products they view as healthier, safer and responsibly produced.
Companies like Natural Grocers by Vitamin Cottage, Inc. (NGVC - Free Report) and The Kroger Co. (KR - Free Report) are fortifying their competitive positions by broadening product assortments, expanding private-label offerings and improving access to natural and organic foods. Strong sourcing capabilities and differentiated merchandising can help these companies capture a larger share of health-focused consumer spending while supporting customer retention and basket growth.
Future industry growth is likely to be shaped by product innovation and broader distribution. Investment in plant-based foods, functional nutrition, sustainable agriculture and digital commerce is enabling companies to reach new customer groups and respond more quickly to changing preferences. The expansion of online grocery platforms and convenient fulfillment options is also reducing barriers to purchase, making specialty products such as organic, gluten-free and nutrient-enhanced foods more accessible to a wider consumer base. The global healthy foods industry is expected to reach $1.25 trillion in 2026. By 2034, the market is forecast to expand to approximately $2.34 trillion, reflecting a compound annual growth rate of 8.2% over 2026-2034.
If you're looking to capitalize on this trend, our Natural Foods Screen makes it easy to identify high-potential stocks such as Dole plc (DOLE - Free Report) , United Natural Foods, Inc. (UNFI - Free Report) and Sprouts Farmers Market, Inc. (SFM - Free Report) .
Explore 40 cutting-edge investment themes with Zacks Thematic Investing Screens and uncover your next big opportunity.
3 Natural Food Stocks to WatchDole plc is well positioned to benefit from the growing consumer focus on health, wellness and fresh food, supported by its broad portfolio of fruits and vegetables sold across more than 85 countries. The company’s offerings, including bananas, pineapples, kiwi, avocados, cherries and berries, give it direct exposure to demand for nutritious foods. Management noted that fresh-produce consumption remained resilient in the second quarter of 2026, supported by long-term health and wellness trends. Dole is reinforcing this position through investments in production, sourcing and distribution capabilities. Strong European banana volumes provided support during the quarter, although adverse weather constrained pineapple availability. These initiatives highlight Dole’s focus on strengthening its fresh-produce platform while improving supply reliability and positioning the business to capture sustained consumer interest in healthier food choices.
Dole is also broadening its natural-food exposure through a diversified produce portfolio that includes kiwi, avocados, cherries and berries. In the second quarter, Diversified Fresh Produce Americas & ROW benefited from higher volumes of kiwi, avocados and cherries, while profitability improved with continued benefits from the restructuring of berry operations. This mix reduces dependence on bananas and pineapples and gives Dole more ways to participate in demand for fresh, health-oriented foods. The company is supporting these categories with farming investments in Latin America and spending on blueberry and avocado packing equipment in Europe. Such investments improve handling, capacity and efficiency around perishable products, helping Dole strengthen execution across categories while preserving the freshness and availability that underpin its consumer proposition.
This Zacks Rank #2 (Buy) company is pairing its fresh-produce portfolio with investments designed to strengthen sourcing and distribution over time. The company completed a bolt-on acquisition in its Irish growing operations to expand sourcing capabilities and its supply base, while the acquisition of Greenfood Fresh Produce in Scandinavia added a distribution facility in Helsingborg. Management plans to use that platform for automation, robotics and artificial-intelligence investments, aiming to improve efficiency and service for customers. Dole has also been upgrading ripening facilities across Ireland, France and Spain. Together, these initiatives reinforce the infrastructure behind its fresh-food offering and support growth in core markets. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
United Natural Foods is strengthening its position in natural and organic food as shoppers look for healthier, differentiated products and retailers use those choices to stand apart from mass and discount competitors. Management said natural and organic grocers, smaller chains and independents form part of UNFI’s roughly $90 billion target market. This demand is showing up in results: underlying sales in the Natural Products segment outperformed the broader market in the fourth quarter, supported by shopper interest in natural, organic, fresh and specialty products. For fiscal 2026, management said Natural Products sales grew about 7%, while EBITDA increased 19%. UNFI expects natural, organic and specialty products to continue growing faster than both the broader market and its overall portfolio.
Product innovation is another part of UNFI’s natural and organic strategy. During fiscal 2026, the company introduced more than 130 new private-brand SKUs, including a variety of health-forward products designed to help retail customers differentiate their assortments and respond to changing shopper preferences. UNFI also refreshed one of its core seafood brands in the fourth quarter, emphasizing a combination of quality and value. Beyond product launches, the company is expanding merchandising and supplier-support programs that help retailers create distinctive product mixes. It has also added AI-enabled features to the UNFI Insights platform, giving suppliers better store-level performance information and supporting improved demand planning. Together, these initiatives can help natural and organic suppliers reach shoppers more effectively while strengthening retailer differentiation.
This Zacks Rank #3 (Hold) company is also investing in the supply-chain capabilities needed to support growth in natural and organic foods, where assortments often include more innovation and slower-moving SKUs. UNFI completed the rollout of its AI-powered planning platform across all distribution centers to improve inventory management and fill rates, while Lean daily management reached 44 facilities. It also consolidated operations from Racine, WI, into an expanded Joliet, IL, distribution center with full-case automation. Management views availability as a major opportunity in natural products and is using technology to understand demand, promotions and ordering patterns more accurately.
Sprouts Farmers has built its business around making natural, organic and better-for-you products accessible to a broader consumer base, positioning itself as a differentiated retailer in the healthy grocery space. Fresh produce remains at the center of its merchandising strategy, complemented by a growing assortment of organic, plant-based and gluten-free products designed to meet evolving consumer preferences. During the second quarter of 2026, management emphasized that its attribute-based assortment continued to resonate with shoppers despite a cautious spending environment. Organic products now account for more than 30% of total sales, while organic penetration exceeds 50% in the dairy and produce categories, highlighting the strength of the company’s natural and organic positioning. The Sprouts private-label brand also continued to outperform the broader business, contributing 26% of quarterly sales and reinforcing customer loyalty through differentiated, health-focused offerings.
Sprouts is sustaining its leadership in natural foods through continuous product innovation and exclusive brand partnerships. The company introduced approximately 1,300 new products during the second quarter, prioritizing attributes that resonate with wellness-focused consumers, including organic, seed oil-free, fiber-rich, gut-health and protein-oriented offerings. Exclusive products such as Pasturebird chicken, now available nationwide across Sprouts stores, alongside emerging brands like Better Than Pop and Soup Salt Shots, strengthen the retailer’s differentiated assortment. Management is also expanding healthy meal solutions through fresh deli offerings, $9.99 wellness bowls, affordable family meals and innovative Sprouts-branded products, including seed oil-free frozen potatoes and fresh organic sourdough bread. These initiatives are intended to combine affordability with product innovation, helping consumers maintain healthier eating habits without compromising value.
Beyond merchandising, this Zacks Rank #3 company is investing in capabilities that strengthen its natural and organic ecosystem over the long term. The company continues to expand its loyalty and personalization platform, using first-party customer data to tailor promotions, improve product discovery and enhance marketing effectiveness. Supply-chain investments are also supporting its natural food strategy, with the Northern California distribution center now operational and nearly 85% of stores receiving fresh meat through Sprouts-operated distribution centers, improving freshness, service levels and cost efficiency. Management is extending self-distribution beyond produce and meat to selected Sprouts-brand products. Its aggressive store expansion program will broaden access to its natural and organic assortment. Together, these initiatives position Sprouts to deepen customer engagement, improve execution and support sustainable growth in the health-focused grocery market.
Key Takeaways Nuuly's Q2 fiscal 2027 revenues rose 29% to $179M as average active subscribers climbed 30% to 484,000.Adjusted Subscription operating income jumped 44% to $18M, with margin expanding 106 bps to 10.1%.Management sees high-20% Nuuly revenue growth in Q3 and fiscal 2027, with full-year sales above $700M. Nuuly is emerging as a profitable growth engine for Urban Outfitters Inc. (URBN - Free Report) , supported by subscriber expansion, a broader assortment and improving operating efficiency. Investments in personalization, fit guidance and fulfillment are strengthening the rental experience, while additional capacity and automation are establishing a foundation for continued growth.
The second quarter of fiscal 2027 results reinforce the view. Nuuly’s revenues increased 29% year over year to $179 million as average active subscribers rose 30% to 484,000, an increase of 113,000. Active subscribers exceeded 500,000 in early June before easing with the business’ typical summer seasonality.
Scale is translating into stronger economics. Adjusted Subscription segment operating income increased 44% to $18 million, while the adjusted operating margin expanded 106 basis points to 10.1%. Adjusted gross profit rose 32% to $53 million and the margin improved 83 basis points to 29.4%, mainly reflecting leverage in logistics expenses.
Nuuly’s assortment grew 35% to nearly 33,000 choices. Nike began rolling out in August, while J.Crew is scheduled to debut in October. Enhanced recommendations and customized fit guidance have improved satisfaction metrics, while delivery upgrades add convenience. Planned automation should generate logistics savings. Once the East Coast expansion is complete, Nuuly’s network should support roughly 1.2 million subscribers.
Management projects high-20% Nuuly revenue growth for the third quarter and fiscal 2027, with full-year revenues exceeding $700 million and a high-single-digit operating margin. Although margins should ease seasonally during the second half, continued subscriber momentum and fulfillment efficiencies support the outlook. A program extension planned for the first half of next year could provide another catalyst by increasing revenue per user.
URBN’s Price Performance, Valuation & EstimatesShares of Urban Outfitters have gained 20.6% over the past six months against the industry’s 10.3% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, URBN trades at a trailing price-to-sales ratio of 1.06, below the industry’s average of 1.35. It has a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Urban Outfitters’ fiscal 2027 earnings implies year-over-year growth of 13.2%, while the same for fiscal 2028 indicates an uptick of 12.4%. Estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 18 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
Urban Outfitters currently carries a Zacks Rank #2 (Buy).
Other Key Picks in RetailFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 89.5% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.
Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.
Fossil Group, Inc. (FOSL - Free Report) is involved in designing, marketing and distributing consumer fashion accessories. It also carries a Zacks Rank #2.
The Zacks Consensus Estimate for Fossil Group’s current fiscal-year earnings suggests growth of 96.7% from the year-ago actuals. FOSL delivered a trailing four-quarter average negative earnings surprise of 236.2%.
An Anthropic researcher has resigned over fears that unrestrained development of self-improving AI models will end up killing us all.
Jacob Coxon, a researcher who said in a social media post Tuesday evening that he spent the last three years working on pre-training research at both OpenAI and Anthropic, accused the firms of failing to act responsibly. He said the people racing to build this technology “earnestly believe it could kill us all by the end of the decade.”
“They are racing straight to self-improving superintelligence and gambling with our lives,” Coxon wrote in a thread on X.
Coxon joins a growing chorus in the industry calling for a slowdown before AI technology learns to improve itself — a milestone many believe would end human control over AI.
The public resignation comes amid growing pressure from policymakers and industry insiders to slow down AI development, following several incidents involving AI agents breaking out of their sandboxes and accessing the open internet.
The most serious so far have been OpenAI systems breaching Hugging Face’s servers, an event that researchers say remains poorly understood, due in part to the limited nature of the independent investigations into the incident. Around the same time, Anthropic’s AI agents also reached systems outside their test environments after misconfigurations in safety evaluations conducted by a third party inadvertently gave them paths to the internet.
Anthropic did not immediately return a request for comment on the resignation.
Here is the rest of Coxon’s warning and call to action:
Do not underestimate the power of this technology. These will soon be superhuman systems that can hack anything, revolutionize any field overnight, and acquire real power and resources. We have all witnessed the progress in each of these domains, and progress is not slowing.
The people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt. If anything, many executives and senior researchers will couch their phrasing in the press to sound sensible – but I hear the same people express fear privately. No other human activity poses this level of danger.
A common response is “if they truly believe this, why are they still building it?” At OpenAI, many have not deeply internalized the civilizational stakes. At Anthropic, the stakes are well-understood, but they are locked in a race to get there first – they believe no one else will act responsibly, so they must do it themselves, despite the risk.
Accepting this race and entering the “endgame” is a hubristic gamble that should not be launched from a private company’s Slack. Attempting to speedrun alignment should require extraordinary confidence that there are no better trajectories available.
I am optimistic about the potential for coordination. Warning shots like the Hugging Face attack have made pacing agreements between U.S. labs more viable. I don’t feel like we’re on track to prevent a global race, which may require costly actions such as a temporary ban on improving model capabilities.
If you are a lab researcher, I urge you to consider what the next few years will actually feel like. Do you want to kick off a superintelligent RL run without a rigorous understanding of its mind? Should you put your head down because “it’s happening anyway” – or take this moment to call for different conditions?
One of Coxon’s colleagues at Anthropic, Evan Hubinger, echoed the sentiment, saying his team does “earnestly believe AI could kill all humans!” He tempered his argument, though, saying the likelihood is greater than 10% within the next decade, and admitted that Anthropic doesn’t “have a plan to solve alignment for superintelligence and are not clearly on track to.”
A recent report from Guidelight AI Standards, an organization that promotes safe frontier AI development practices, found that few of the top AI labs have published containment response plans for shutting down AI that tries to subvert human control.
In his social media posts, Hubinger added that the risk from current models is low, but the fear compounds with “superintelligence arising from recursive self-improvement,” which is “happening faster than we thought.”
While half of the AI industry believes this sort of self-improvement will lead to humanity’s downfall, the other half hopes it will eventually help us solve all the seemingly far-fetched problems AI proponents say it will one day eliminate — cancer, climate change, and even world peace.
Anthropic and OpenAI aren’t the only companies actively chasing recursive self-improvement. A wave of startups has launched in recent months, with pedigreed founders and fat checks, to be the first to achieve this goal. Ricursive Intelligence raised $335 million at a $4 billion valuation in February; three months later, Recursive Superintelligence raised $650 million at a $4 billion valuation; and former Google DeepMind veteran Jeff Dean launched Discovery Loop last month.
“The creation of recursive self-improving loops, so an AI system that can build the next generation of AI system, which itself can build an even more powerful AI, which can build a more powerful AI, et cetera, et cetera, is the most likely candidate for the point we lose control,” Connor Leahy, U.S. executive director of AI safety nonprofit ControlAI, told TechCrunch. “It’s very hard to imagine shutting that down before it’s too late.”
Recent legislation has emerged in the U.S. and the U.K. to ban the development and deployment of superintelligence. Last week, Sen. Bernie Sanders (I-Vt.) and Rep. Greg Casar (D-Texas) introduced the Ban Artificial Superintelligence Act, and on Tuesday, British Labour MP Alex Sobel introduced the Artificial Superintelligence Security Bill in Parliament.
Leahy, who advised on both bills, noted that the U.K.’s legislation points to recursive self-improvement as a precursor to superintelligence that “must be regulated and prevented.”
“Superintelligence is not a tool,” Leahy said. “It’s not a weapon, even. It’s an adversary.”
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. (“Hims & Hers” or the “Company”) (NYSE: HIMS) on behalf of investors that purchased or otherwise acquired Hims & Hers securities between August 4, 2025 and July 29, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Hims & Hers and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 2, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
On July 29, 2026, the Federal Trade Commission (“FTC”), the People of the State of California through Los Angeles County Counsel and the Utah Division of Consumer Protection sued Hims & Hers in the Northern District of California. According to the FTC, the action alleges that Hims & Hers fails to clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them.” The FTC also alleges that the company has made it difficult for consumers to cancel subscriptions and misled consumers about keeping their health information private. The FTC alleges that Hims shared consumers’ health information with Meta, Snap and other third parties.
Following this news, the price of Hims & Hers stock fell $4.32 per share, or 14.73%, to close at $25.00 per share on July 29, 2026.
Based on the FTC allegations, the complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts to investors, including that (1) the Company shared consumers’ health information with third-party advertising platforms; (2) the Company charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them;” (3) the foregoing conduct subjected the Company to regulatory scrutiny; (4) as a result of the foregoing, the Company was reasonably likely to incur fees and penalties; and (5) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
CONTACT:
Pamela A. Mayer
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, New York 10022
(646) 315-9003 [email protected]
Laurence D. King
KAPLAN FOX & KILSHEIMER LLP
1999 Harrison Street, Suite 1501
Oakland, California 94612
(415) 772-4704 [email protected]
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Swedish defence group Saab (SAABb.ST) said on Wednesday it had received an order worth around 2.9 billion crowns ($302.99 million) from Sweden for continued work on future military aircraft.
Saab, maker of the Gripen fighter jet, said in a statement that it will develop new technologies for future manned and unmanned combat aircraft. The contract period is 2026-2028, with options to extend through 2030.
Prompted by Russia's invasion of Ukraine in 2022, Sweden is racing to build up its military strength, and has become NATO's newest member.
Saab in August showcased a full-scale concept model of a future potential unmanned combat air system.
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?
Let's take a look at what these Wall Street heavyweights have to say about SoundHound AI, Inc. (SOUN - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
SoundHound AI currently has an average brokerage recommendation (ABR) of 1.75, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.75 approximates between Strong Buy and Buy.
Of the eight recommendations that derive the current ABR, five are Strong Buy, representing 62.5% of all recommendations.
Brokerage Recommendation Trends for SOUN
Check price target & stock forecast for SoundHound AI here>>>
The ABR suggests buying SoundHound AI, 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.
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.
ABR Should Not Be Confused With Zacks RankIn 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.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
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.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
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.
Is SOUN a Good Investment?In terms of earnings estimate revisions for SoundHound AI, the Zacks Consensus Estimate for the current year has increased 21.8% over the past month to -$0.16.
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 #2 (Buy) for SoundHound AI. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for SoundHound AI may serve as a useful guide for investors.
CAMBRIDGE, Mass., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Editas Medicine, Inc. (Nasdaq: EDIT), a pioneering gene editing company developing transformative medicines for serious diseases, today announced the grant of an inducement award to the Company’s newly appointed Chief Medical Officer, Daniel Ory, M.D. In connection with Dr. Ory’s appointment, the Editas Medicine Board of Directors approved a stock option grant to Dr. Ory as an inducement material to Dr. Ory entering into employment with Editas Medicine in accordance with Nasdaq Listing Rule 5635(c)(4). The stock option provides for the purchase of up to 950,000 shares of Editas Medicine common stock at a price of $3.03 per share, the closing price per share of Editas Medicine common stock as reported by Nasdaq on the date of grant, and vests over four years, with 25 percent of the shares vesting on the 15th day of the month immediately following the first anniversary of Dr. Ory’s start date, and the remainder vesting ratably at the end of each subsequent month thereafter, subject to Dr. Ory’s continued service relationship with Editas Medicine through the applicable vesting dates.
About Editas Medicine
As a pioneering gene editing company, Editas Medicine is focused on translating the power and potential of CRISPR genome editing systems into a robust pipeline of transformative in vivo medicines for people living with serious diseases around the world. Editas Medicine aims to discover, develop, manufacture, and commercialize durable, precision in vivo gene editing medicines for a broad class of diseases. Editas Medicine is the exclusive licensee of Broad Institute’s Cas12a patent estate and Broad Institute and Harvard University’s Cas9 patent estates for human medicines.
On Holding (ONON - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this running-shoe and apparel company have returned -11.8%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Retail - Apparel and Shoes industry, which On Holding falls in, has lost 14.2%. The key question now is: What could be the stock's future direction?
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.
On Holding is expected to post earnings of $0.47 per share for the current quarter, representing a year-over-year change of -6%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.5%.
The consensus earnings estimate of $1.73 for the current fiscal year indicates a year-over-year change of +78.4%. This estimate has changed -3.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2 indicates a change of +16.1% from what On Holding is expected to report a year ago. Over the past month, the estimate has changed -7%.
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, On Holding is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of On Holding, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +16.1%. The $4.33 billion and $5.15 billion estimates for the current and next fiscal years indicate changes of +18.9% and +18.9%, respectively.
Last Reported Results and Surprise HistoryOn Holding reported revenues of $1.08 billion in the last reported quarter, representing a year-over-year change of +18.5%. EPS of $0.44 for the same period compares with -$0.11 a year ago.
Compared to the Zacks Consensus Estimate of $1.11 billion, the reported revenues represent a surprise of -3.42%. The EPS surprise was 0%.
Over the last four quarters, On Holding surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
On Holding 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 On Holding. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
NEW YORK, Sept. 9, 2026 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Cohu, Inc. (NASDAQ: COHU) on behalf of the company's shareholders.
Signet (SIG - Free Report) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +29.59%. A quarter ago, it was expected that this jewelry company would post earnings of $1.32 per share when it actually produced earnings of $1.56, delivering a surprise of +18.18%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Signet, which belongs to the Zacks Retail - Jewelry industry, posted revenues of $1.53 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.04%. This compares to year-ago revenues of $1.54 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Signet shares have lost about 0.3% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Signet?While Signet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Signet was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.74 on $1.39 billion in revenues for the coming quarter and $10.66 on $6.84 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Jewelry is currently in the top 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Retail-Wholesale sector, 1-800-Flowers.com (FLWS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on September 10.
This flower and gift retailer is expected to post quarterly loss of $0.79 per share in its upcoming report, which represents a year-over-year change of -14.5%. The consensus EPS estimate for the quarter has been revised 1.7% lower over the last 30 days to the current level.
1-800-Flowers.com's revenues are expected to be $293.6 million, down 12.8% from the year-ago quarter.
Signet (SIG - Free Report) reported $1.53 billion in revenue for the quarter ended July 2026, representing a year-over-year decline of 0.5%. EPS of $2.19 for the same period compares to $1.61 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.53 billion, representing a surprise of -0.04%. The company delivered an EPS surprise of +29.59%, with the consensus EPS estimate being $1.69.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Signet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Change in Same store sales - North America segment: 1.9% compared to the 1.9% average estimate based on two analysts.Number of Stores - Total: 2,534 compared to the 2,543 average estimate based on two analysts.Number of Stores - International segment: 252 versus 249 estimated by two analysts on average.Change in Same store sales - Total: 2.2% compared to the 2% average estimate based on two analysts.Number of Stores - North America segment: 2,282 versus 2,294 estimated by two analysts on average.Change in Same store sales - International segment: 6% compared to the 2.4% average estimate based on two analysts.Sales- North America segment: $1.43 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of +0.1%.Sales- International segment: $96.6 million compared to the $92 million average estimate based on two analysts. The reported number represents a change of +5.2% year over year.Sales- Other segment: $3.2 million versus $4.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -80.7% change.View all Key Company Metrics for Signet here>>>
Shares of Signet have returned -12.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
George Tsilis breaks down the biggest earnings movers kicking off Wednesday's trading day, including Chewy (CHWY), which sold off when revenue missed Wall Street estimates. Shares in Casey's (CASY) fell even steeper even though it beat on earnings.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
[url="]Cognyte Software Ltd.[/url] (NASDAQ: CGNT) (the âCompany,â âCognyte,â âwe,â âusâ and âourâ), a global leader in AI-powered investigat
Key Takeaways Intellia's BLA for lonvo-z received FDA acceptance and priority review for treating HAE.The FDA is expected to pass a final decision on the lonvo-z BLA by March 10, 2027.Intellia filed the BLA for lonvo-z based on positive results from the Phase III HAELO study. Intellia Therapeutics (NTLA - Free Report) announced that the FDA has accepted the biologics license application (BLA) seeking approval for lonvoguran ziclumeran (lonvo-z; formerly NTLA-2002), an in vivo CRISPR-based gene-editing therapy, for the treatment of hereditary angioedema (HAE).
With the FDA granting a priority review to the BLA, a decision from the regulatory body is expected on March 10, 2027.
If approved, lonvo-z will become the world’s first in vivo CRISPR-based therapy and the only one-time treatment for HAE.
The regulatory body has informed Intellia that it does not currently plan to hold an advisory committee meeting to discuss the BLA for lonvo-z.
In April 2026, Intellia initiated a rolling submission of a BLA to the FDA seeking approval for lonvo-z for the treatment of HAE.
NTLA’s Price PerformanceYear to date, shares of Intellia have rallied 41.7% compared with the industry’s increase of 11.2%.
Image Source: Zacks Investment Research
NTLA’s Recent Progress With Lonvo-zThe BLA for lonvo-z was based on positive data from the global phase III HAELO study.
The phase III HAELO study met its primary endpoint and all key secondary endpoints, with a one-time infusion of lonvo-z reducing attacks by 87% compared with placebo over the six-month efficacy evaluation period.
In June 2026, the company reported additional positive data from the HAELO study, further highlighting lonvo-z's potential to deliver meaningful disease control for HAE patients.
HAE is a rare genetic disorder marked by recurrent, potentially life-threatening swelling caused by excess bradykinin.
The company plans to commercially launch lonvo-z in the first half of 2027, upon potential approval in the United States.
NTLA’s Other Pipeline ProgressBesides lonvo-z, Intellia’s other lead candidate, nexiguran ziclumeran (nex-z; formerly NTLA-2001), a CRISPR-based gene-edited therapy, is being developed in collaboration with Regeneron Pharmaceuticals (REGN - Free Report) .
While NTLA is the lead party in the deal for nex-z, REGN shares 25% of the development costs and commercial profits.
Nex-z is being evaluated in two late-stage studies, MAGNITUDE and MAGNITUDE-2, for treating ATTR amyloidosis with cardiomyopathy (ATTR-CM) and ATTR amyloidosis with polyneuropathy (ATTRv-PN), respectively. If the data from the studies are found to be positive, it should likely enable global regulatory filings for nex-z.
NTLA’s Zacks Rank & Stocks to ConsiderIntellia currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Repligen (RGEN - Free Report) and Anika Therapeutics (ANIK - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Repligen’s 2026 earnings per share have risen from $1.99 to $2.06, while estimates for 2027 have increased from $2.57 to $2.61 during the same time. RGEN’s shares have gained 2.9% year to date.
Repligen’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 16.80%.
Over the past 60 days, estimates for Anika Therapeutics’ 2026 bottom line have moved from a loss of 12 cents per share to earnings of $1.05 per share. Earnings estimates for 2027 have increased from 16 cents to 95 cents during the same time. ANIK’s shares have surged 119% year to date.
Anika Therapeutics’ earnings beat estimates in each of the trailing three quarters, with the average surprise being 950.00%.
