Pinnacle Financial má za čtvrtletí končící v září 2026 vykázat zisk 2,61 USD na akcii, což by představovalo meziroční nárůst o 15 %, při výnosech 1,28 miliardy USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when Pinnacle Financial (PNFP - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 21, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis regional bank operator is expected to post quarterly earnings of $2.61 per share in its upcoming report, which represents a year-over-year change of +15%.
Revenues are expected to be $1.28 billion, up 135.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.57% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Pinnacle Financial?For Pinnacle Financial, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.03%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Pinnacle Financial will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Pinnacle Financial would post earnings of $2.46 per share when it actually produced earnings of $2.50, delivering a surprise of +1.63%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Pinnacle Financial appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Banks - Southeast industry, SouthState (SSB - Free Report) , is soon expected to post earnings of $2.39 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -7.4%. This quarter's revenue is expected to be $690.1 million, down 1.2% from the year-ago quarter.
The consensus EPS estimate for SouthState has been revised 0.7% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.14%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that SouthState will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Analytici očekávají, že F.N.B. vykáže čtvrtletní zisk 0,43 USD na akcii, což by představovalo meziroční nárůst o 4,9 %, při tržbách ve výši 475,89 milionu USD (+4 %).
Wall Street analysts forecast that F.N.B. (FNB - Free Report) will report quarterly earnings of $0.43 per share in its upcoming release, pointing to a year-over-year increase of 4.9%. It is anticipated that revenues will amount to $475.89 million, exhibiting an increase of 4% compared to the year-ago quarter.
Over the last 30 days, there has been an upward revision of 0.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific F.N.B. metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Efficiency Ratio' of 53.2%. Compared to the current estimate, the company reported 52.4% in the same quarter of the previous year.
The consensus among analysts is that 'Net Interest Margin' will reach 3.3%. Compared to the present estimate, the company reported 3.3% in the same quarter last year.
The consensus estimate for 'Average Balance - Total interest earning assets' stands at $46.22 billion. The estimate is in contrast to the year-ago figure of $44.48 billion.
Based on the collective assessment of analysts, 'Total Non-Performing Loans' should arrive at $111.31 million. The estimate compares to the year-ago value of $125.00 million.
It is projected by analysts that the 'Total Non-Performing Assets' will reach $111.46 million. Compared to the present estimate, the company reported $128.00 million in the same quarter last year.
The average prediction of analysts places 'Total Non-Interest Income' at $96.94 million. The estimate compares to the year-ago value of $98.17 million.
Analysts expect 'Insurance commissions and fees' to come in at $5.12 million. The estimate is in contrast to the year-ago figure of $4.50 million.
Analysts predict that the 'Net interest income (FTE)' will reach $380.26 million. Compared to the present estimate, the company reported $362.42 million in the same quarter last year.
According to the collective judgment of analysts, 'Securities commissions and fees' should come in at $9.58 million. The estimate compares to the year-ago value of $8.87 million.
Analysts forecast 'Mortgage banking operations' to reach $6.79 million. Compared to the present estimate, the company reported $9.18 million in the same quarter last year.
Analysts' assessment points toward 'Trust services' reaching $12.63 million. Compared to the current estimate, the company reported $11.65 million in the same quarter of the previous year.
The combined assessment of analysts suggests that 'Bank owned life insurance' will likely reach $4.46 million. Compared to the present estimate, the company reported $4.21 million in the same quarter last year.
View all Key Company Metrics for F.N.B. here>>>
Shares of F.N.B. have demonstrated returns of -6.6% over the past month compared to the Zacks S&P 500 composite's +2.1% change. With a Zacks Rank #3 (Hold), FNB is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
The market expects Lithia Motors (LAD - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 21, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis auto dealership chain is expected to post quarterly earnings of $9.73 per share in its upcoming report, which represents a year-over-year change of +2.4%.
Revenues are expected to be $9.69 billion, up 0.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.44% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lithia Motors?For Lithia Motors, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.56%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Lithia Motors will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lithia Motors would post earnings of $8.67 per share when it actually produced earnings of $10.03, delivering a surprise of +15.69%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lithia Motors doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
SoFi Technologies v posledním čtvrtletí zvýšila tržby meziročně o 40,5 % na 1,21 mld. USD a vykázala EPS ve výši 0,12 USD; oba údaje překonaly konsenzuální odhady.
SoFi Technologies, Inc. (SOFI - 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 company have returned -10.7% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Financial - Miscellaneous Services industry, to which SoFi Technologies belongs, has lost 5.4% 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.
Revisions to Earnings EstimatesHere 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, SoFi Technologies is expected to post earnings of $0.17 per share, indicating a change of +54.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.8% over the last 30 days.
The consensus earnings estimate of $0.6 for the current fiscal year indicates a year-over-year change of +53.9%. This estimate has changed -0.7% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.81 indicates a change of +36.1% from what SoFi Technologies is expected to report a year ago. Over the past month, the estimate has changed +0.4%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for SoFi Technologies.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of SoFi Technologies, the consensus sales estimate of $1.25 billion for the current quarter points to a year-over-year change of +31.1%. The $4.87 billion and $5.85 billion estimates for the current and next fiscal years indicate changes of +35.5% and +20.2%, respectively.
Last Reported Results and Surprise HistorySoFi Technologies reported revenues of $1.21 billion in the last reported quarter, representing a year-over-year change of +40.5%. EPS of $0.12 for the same period compares with $0.08 a year ago.
Compared to the Zacks Consensus Estimate of $1.11 billion, the reported revenues represent a surprise of +8.33%. The EPS surprise was +9.09%.
Over the last four quarters, SoFi Technologies surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
SoFi Technologies 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.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SoFi Technologies. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Akcie SoFi během středečního obchodování klesly o 5,45 % na 14,42 USD po slabších hospodářských výsledcích Bank of America; od začátku roku ztrácejí zhruba 40 %.
SoFi Technologies Inc. (NASDAQ:SOFI) shares are under pressure Wednesday after Bank of America reported third-quarter earnings that missed estimates.
SoFi shares are approaching critical lows. What’s behind SOFI weakness? Bank of America Misses on Earnings and Revenue as a $1.2 Billion Settlement WeighsBank of America reported third-quarter adjusted earnings per share of $1.08, missing the consensus estimate of $1.11. It reported revenue of $29.958 billion, missing the consensus estimate of $30.685 billion. Including a $1.2 billion regulatory settlement tied to anti-money-laundering and sanctions failures, earnings were 91 cents a share and net income fell 17% to $6.9 billion. Net interest income rose 8% to about $16.4 billion and loans grew 6%, but trading revenue came in below expectations. Fixed income trading fell 17%, and investment banking revenue dropped 11%. Bank of America shares fell about 7% to 8%. On Tuesday, JPMorgan Chase missed earnings and revenue estimates for the first time in years.
Why SoFi Is Feeling the PressureSoFi holds a national bank charter, so it often trades with bank sentiment, and Wednesday’s bank selloff comes alongside a hot inflation reading that pushed Treasury yields higher. SoFi is especially sensitive to rates. Keefe, Bruyette & Woods analyst Timothy Switzer reiterated an Underperform rating and cut his price target to $15 from $16 on Monday. He said rising rates and SoFi’s growing balance sheet cost the company more than $1 billion in the third quarter, a figure that excludes any relief from hedges, and he raised capital concerns tied to fair value accounting.
SoFi is trading near its 52-week low of $14.88 and is down about 40% this year, according to a CNBC report on a StoneX note. Analysts are split ahead of its third-quarter report. StoneX initiated coverage Tuesday with a Buy rating and a $25 price target, citing attractive valuation. TD Cowen kept a Hold rating on October 6 and trimmed its target to $17.50 from $18.
SoFi Shares Edge LowerSOFI Price Action: At the time of publication, SoFi shares are trading 5.45% lower at $14.42, according to data from Benzinga Pro.
Image via Shutterstock
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Rising long-term interest rates are overwhelming a fresh buy initiation from StoneX on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) and sending SoFi stock sharply lower. SoFi stock is at $14.36, down 6% in morning trading, extending a brutal run…
Rising long-term interest rates are overwhelming a fresh buy initiation from StoneX on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) and sending SoFi stock sharply lower. SoFi stock is at $14.36, down 6% in morning trading, extending a brutal run that leaves it down 45% so far this year. The selloff arrives one day after the initiation, setting a cheap-stock argument against a tougher environment for lending.
Meanwhile, shares of Affirm Holdings (NASDAQ:AFRM) are at $70.99, down 9%, falling harder than SoFi stock. Additionally, shares of Robinhood Markets (NASDAQ:HOOD) are at $104.25, down 6%, tracking the slide in SoFi stock closely.
Fintech as a group is holding up better, with the ARK Blockchain & Fintech Innovation ETF (CBOE:ARKF) down 2%. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.7%. That gap shows the selloff landing hardest on individual lenders and brokers while the broad market gives up far less ground.
StoneX Bull Case Meets a Hotter Inflation Report
StoneX initiated coverage of SoFi with a buy rating on October 13, arguing that the valuation had become attractive against stronger operating performance. September inflation came in above forecasts a day later, and long-term interest rates climbed in response. Higher long-term rates cut into what a consumer lender earns on the spread between its funding costs and its loan yields, and that gap drives a large share of SoFi’s profit.
That sequence puts SoFi’s valuation case and its earnings case in direct tension. The initiation leans on a share price that had fallen well behind the company’s operating gains, while higher rates threaten the lending margin that produces them, and a cheaper multiple on SoFi stock offers less comfort when the earnings it’s applied to could come under pressure.
Deposits Set SoFi Apart From Affirm and Robinhood
SoFi runs a digital bank that originates personal, student and home loans and holds customer deposits, giving it cheaper and steadier funding than wholesale markets. What remains open is whether those deposit costs stay low enough to protect its lending margin if long-term rates hold at this level. On October 8, SoFi Tech Solutions, the company’s software-licensing arm, announced a partnership with Orbi to launch a crypto-linked card in Mexico, its first such program in Latin America.
Affirm, by contrast, funds its installment loans in capital markets, while Robinhood’s revenue comes from trading activity. Customer deposits separate SoFi from both, and that’s the piece of its model the rate debate now tests most directly.
SoFi’s Rate Test Runs Through Funding Costs
SoFi’s upside argument rests on an initiation that sees value in SoFi stock after a steep decline, paired with a bank model that can lean on deposits when outside funding gets expensive. The bear case, however, holds that higher long-term rates squeeze the gap between what SoFi pays depositors and what it collects on loans, which could weigh on the earnings that support the valuation argument. Both arguments can hold at once, which helps explain why SoFi stock is falling with a bullish call fresh on the record.
SoFi’s next move hinges on whether long-term rates hold or ease after the inflation surprise. A decline in yields could let the valuation argument confirm itself, while a further climb would test how much margin SoFi’s deposit advantage can defend, so investors should weigh that rate risk when setting their exposure.
Contact [email protected] for any questions or corrections.
Sax Wealth Advisors ve třetím čtvrtletí zvýšila svůj podíl ve společnosti Broadridge Financial Solutions o 547,4 % na 9 355 akcií v hodnotě 1,507 mil. USD.
Sax Wealth Advisors LLC lifted its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 547.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,355 shares of the business services provider’s stock after purchasing an additional 7,910 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Broadridge Financial Solutions were worth $1,507,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Fragasso Financial Advisors Inc grew its position in Broadridge Financial Solutions by 14.2% during the third quarter. Fragasso Financial Advisors Inc now owns 1,836 shares of the business services provider’s stock valued at $304,000 after buying an additional 228 shares during the period. NorthCrest Asset Manangement LLC purchased a new position in Broadridge Financial Solutions in the third quarter valued at $2,474,000. Tilia Fiduciary Partners Inc. increased its holdings in Broadridge Financial Solutions by 8.7% in the third quarter. Tilia Fiduciary Partners Inc. now owns 15,089 shares of the business services provider’s stock valued at $2,431,000 after buying an additional 1,205 shares in the last quarter. Valley Wealth Managers Inc. raised its position in shares of Broadridge Financial Solutions by 230.8% in the third quarter. Valley Wealth Managers Inc. now owns 172 shares of the business services provider’s stock worth $28,000 after acquiring an additional 120 shares during the period. Finally, Atlas Brown Inc. acquired a new position in shares of Broadridge Financial Solutions in the third quarter worth about $219,000. 90.03% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Broadridge Financial Solutions In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $159.76, for a total transaction of $399,559.76. Following the transaction, the vice president directly owned 8,800 shares of the company’s stock, valued at $1,405,888. This trade represents a 22.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by insiders.
Broadridge Financial Solutions Trading Up 1.2% Shares of BR stock opened at $168.42 on Wednesday. Broadridge Financial Solutions, Inc. has a 1-year low of $133.83 and a 1-year high of $236.02. The company has a market cap of $19.01 billion, a price-to-earnings ratio of 17.51 and a beta of 0.92. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.24 and a quick ratio of 1.24. The stock has a 50 day simple moving average of $169.71 and a 200-day simple moving average of $157.60. Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter last year, the company earned $3.55 EPS. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, equities research analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd were issued a dividend of $1.09 per share. The ex-dividend date of this dividend was Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. This represents a $4.36 annualized dividend and a yield of 2.6%. Broadridge Financial Solutions’s payout ratio is 45.32%.
Analyst Upgrades and Downgrades Several equities research analysts have recently issued reports on BR shares. Morgan Stanley increased their target price on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday, August 31st. Weiss Ratings upgraded Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. Finally, UBS Group reaffirmed a “neutral” rating and issued a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Broadridge Financial Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $216.00.
Get Our Latest Analysis on BR
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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Společnost Quest Diagnostics má ve 3. čtvrtletí vykázat tržby ve výši 3,04 miliardy USD, což představuje meziroční nárůst o 8,1 %, a zisk na akcii (EPS) 2,85 USD, meziročně vyšší o 9,6 %.
Key Takeaways Quest Diagnostics' Q3 revenues are projected to rise 8.1% to $3.04 billion, with EPS up 9.6% to $2.85.
DGX's growth may benefit from broad clinical demand, greater health plan access and collaboration volumes.
Advanced Diagnostics, AI-driven automation and Invigorate cost savings may support DGX's Q3 performance.
Quest Diagnostics (DGX - Free Report) is set to release third-quarter 2026 results on Oct. 22, before the market opens.
In the last reported quarter, the renowned diagnostics provider posted adjusted earnings per share (EPS) of $3.12, which surpassed the Zacks Consensus Estimate by 11.03%. The company beat on earnings in each of the trailing four quarters, the average surprise being 5.77%.
Q3 Estimates for DGXThe Zacks Consensus Estimate for revenues is pegged at $3.04 billion, indicating an increase of 8.1% from the year-ago reported figure.
The Zacks Consensus Estimate for EPS suggests a 9.6% rise to $2.85.
Estimate Revision Trend Ahead of DGX’s Q3 EarningsEstimates for Quest Diagnostics’ third-quarter earnings have remained unchanged in the past 30 days.
Here’s a brief review of the company’s performance leading up to the announcement.
Factors Likely to Influence DGX’s Q3 ResultsAs in the previous quarter, third-quarter 2026 revenues are expected to have been supported by broad clinical demand from physicians, hospitals and consumers and increased volume from collaborations with Corewell Health and Fresenius Medical Care.
In the physician channel, a key driver has likely been geographic expansion from greater health plan access and acquisitions. Enterprise accounts may have generated additional revenues through new customer acquisitions and expanded business with existing clients.
Quest Diagnostics Incorporated Price and EPS SurpriseGrowth in the hospital channel may have been driven by Co-Lab solutions, which leverage the company’s lab and process management expertise to optimize quality and drive cost efficiencies. In the consumer channel, as in recent quarters, the company is likely to have generated strong revenue growth from both questhealth.com and its portfolio of leading consumer health collaborations.
In the third quarter of 2026, the company is likely to have maintained momentum in Advanced Diagnostics, which includes non-routine and specialized tests across advanced cardiometabolic, autoimmune, brain health, oncology, and women's and reproductive health areas. Offerings such as the Quest AD-Detect blood test portfolio for Alzheimer's disease, Haystack MRD, ApoB and Lp(a) as well as liverfibrosis testing for new treatments for late-stage liver disease are expected to have supported growth.
The company is also investing in AI and automation to improve laboratory efficiency and customer experiences. Front-end specimen processing automation is improving productivity, while the newly launched IntelliDraw tool aims to improve specimen collection quality and service for physician customers. Additionally, operational efficiencies and cost synergies from the Invigorate initiative are likely to have supported Quest Diagnostics' operating performance.
What Our Model Unveils for DGXPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is not the case here, as you can see below.
Earnings ESP: Quest Diagnostics has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3.
You can see the complete list of today’s Zacks Rank #1 Rank stocks here.
Top MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon.
TGTX’s earnings beat estimates in one of the trailing four quarters and missed in the remaining three, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.
Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #2 at present. The company is slated to release third-quarter 2026 results on Nov. 3.
RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.
HeartSciences (HSCS - Free Report) has an Earnings ESP of +2.70% and a Zacks Rank #2 at present. The company is expected to release second-quarter fiscal 2027 results soon.
HSCS’ earnings surpassed estimates in two of the trailing four quarters and missed in the other two, the average negative surprise being 0.06%. The Zacks Consensus Estimate for fiscal second-quarter loss per share calls for an improvement of 12.9% from the year-ago quarter’s loss.
Hexcel má za čtvrtletí končící v září 2026 vykázat zisk na akcii (EPS) ve výši 0,48 USD, což představuje meziroční nárůst o 29,7 %, při tržbách 502,33 milionu USD.
The market expects Hexcel (HXL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 21. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of lightweight composite materials is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of +29.7%.
Revenues are expected to be $502.33 million, up 10.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Hexcel?For Hexcel, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.79%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Hexcel will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Hexcel would post earnings of $0.56 per share when it actually produced earnings of $0.66, delivering a surprise of +17.86%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Hexcel doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Key Takeaways Signet's Q2 e-commerce sales reached $300 million, accounting for 19.6% of total revenues.Redesigned Kay and Jared websites drove higher order values, stronger engagement & more product interactions.SIG raised its fiscal 2027 adjusted EPS outlook to $10.45-$12.15, backed by broader business momentum.
Signet Jewelers Limited (SIG - Free Report) is strengthening its digital shopping experience to deepen customer relationships and support its Grow Brand Love strategy. Redesigned websites, richer product presentation and more engaging storytelling aim to simplify jewelry discovery and inspire purchases. Connecting these capabilities with its store network creates opportunities to strengthen brand preference and turn customer interest into sales.
In second-quarter fiscal 2027, same-store sales increased 2.2%, marking the fifth positive quarter in the past six, with growth in every month. E-commerce generated $300 million, representing 19.6% of total revenues of $1.53 billion. International online sales rose about 5.8% year over year to $20.2 million, supporting digital growth.
The website redesign spans Signet’s three largest brands: Kay, Zales and Jared. At the September earnings call, refreshed Kay and Jared sites were live, with Zales scheduled to follow later that month. Management reported promising early results, including higher average order values, stronger customer engagement and increased interaction with product pages. Realistic on-model photography, simpler navigation and curated experiences help shoppers find relevant jewelry.
Live video and shoppable editorial content further enrich discovery, while the redesign lays the foundation for deeper personalization, agentic discovery and closer connections between online and store experiences. Marketing improvements reinforce these efforts. Signet increased social media impressions, including unpaid impressions, while reducing marketing spending. Kay, Zales and Jared also improved customer consideration, creating opportunities to convert brand interest into purchases.
Reflecting broader business momentum, Signet raised its fiscal 2027 adjusted earnings guidance to $10.45-$12.15 per share from $9.20-$11.00. It also lifted the lower end of its same-store sales outlook, now expecting flat to 2.5% growth. Digital enhancements, merchandise refreshes and brand campaigns support management’s goal of positive holiday comps and position its leading brands to capture seasonal demand.
What the Latest Metrics Say About SignetSIG stock has risen 24.3% over the past three months compared with the industry’s 13.4% growth.
Image Source: Zacks Investment Research
Signet’s forward 12-month price-to-sales ratio of 0.60 reflects a lower valuation compared with the industry’s average of 1.13. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Signet’s fiscal 2027 and 2028 earnings implies year-over-year growth of 21.9% and 13.2%, respectively. Estimates for fiscal 2027 and 2028 have been revised upward by $1.05 and $1.46, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Signet currently sports a Zacks Rank #1 (Strong Buy).
Other Stocks to ConsiderDesigner Brands Inc. (DBI - Free Report) designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 225% and 0.6%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 108.1%.
Movado Group, Inc. (MOV - Free Report) is one of the world's premier watchmakers. Movado Group designs, manufactures and distributes watches. The company sports a Zacks Rank #2 (Buy) at present.
The Zacks Consensus Estimate for Movado Group’s current financial-year earnings and sales suggests growth of 44.8% and 5.4%, respectively, from the year-ago actuals. MOV delivered a trailing four-quarter average earnings surprise of 117.5%.
Urban Outfitters, Inc. (URBN - Free Report) is a lifestyle products and services company that sells fashion apparel, accessories, footwear, home goods and related offerings through a portfolio of global consumer brands. The company carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Urban Outfitters’ current fiscal-year earnings and sales suggests growth of 14% and 9.5%, respectively, from the year-ago actuals. URBN delivered a trailing four-quarter average earnings surprise of 9.7%.
Over the past three years, NuScale Power's (SMR -6.55%) stock price has ranged from $2 to $53 per share. Today, it sits at a little under $8. Owning it has been a roller-coaster ride, with five drawdowns of 50% or more over that span. The current drawdown is the worst of them, at roughly 85%. That said, there's a clear event that could prompt investors to rethink their views of NuScale Power.
What happened to NuScale Power's stock?
The interesting thing about NuScale Power's huge price swings is that they aren't really driven by its business. That 85% decline didn't happen because of some terrible corporate disaster; it happened because investors got overly enthusiastic about nuclear power stocks, and then moved on to other things. NuScale Power, a nuclear power start-up at the leading edge of nuclear technology, simply went along for the ride.
Image source: Getty Images.
The technology NuScale Power is working on is small modular nuclear reactors (SMRs). It could be a game changer for the nuclear industry, as factory-built SMRs could be less costly, safer, and easier to place near where they are needed than current large-scale reactors. But the hard truth is that NuScale Power hasn't even built its first commercial SMR yet. It has an approved reactor design, which is a very big deal, but it still needs to find the first customer willing to sign on the dotted line.
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To the company's credit, it is working hard to ink that first sale. It has been working with the Romanian power company RoPower for quite some time and is seeing material success. RoPower has approved a project that would use six NuScale Power SMRs. But RoPower still needs to nail down project financing, so there's no agreement yet. NuScale Power is also working closely with ENTRA1 Energy and the Tennessee Valley Authority in hopes of being part of what could be "the largest nuclear power deployment program in U.S. history." But, like RoPower, there is still no deal yet.
NuScale Power needs to sell an SMR
So, what the market is likely waiting for is NuScale Power's first SMR sale. That could be the event that pushes the stock back toward $20. However, it is important to remember that a signed contract is really just the start of the next stage of the company's development. Once it has that contract, it still needs to prove it can build an SMR and that the SMRs it builds are reliable and safe. In other words, NuScale Power is a high-risk start-up, and that isn't likely to change for quite some time.
Akcie společnosti IonQ dnes klesly o 6 % po ocenění emise akcií v hodnotě 2 mld. USD, krátce po akvizici společnosti Elisity financované akciemi v hodnotě až 1,3 mld. USD.
IonQ just handed investors two rounds of dilution in rapid succession, and the quantum sector is selling off in response. Whether the company's breakneck revenue growth can outpace its expanding share count may define who stays and who bails.
IonQ (NYSE:IONQ | IONQ Price Prediction) stock is trading at $32.76, down 6%, after the quantum company priced a $2 billion equity offering. Its raise arrives days after IonQ agreed to buy cybersecurity company Elisity in an all-stock deal worth up to $1.3 billion, so shareholders are absorbing two rounds of fresh equity in quick succession.
Meanwhile, D-Wave Quantum (NASDAQ:QBTS) stock is at $12.87, down 4%, as the selling spreads to other quantum names. As a sector gauge, the Defiance Quantum ETF (NASDAQ:QTUM) is down 2% to $145.22. For comparison, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4%, with the broad market lower after an inflation reading came in above expectations.
IonQ’s back-to-back deals raise a question hanging over pure-play quantum names, including Rigetti Computing (NASDAQ:RGTI); Rigetti stock is declining 4% to $12.26 today. At issue is how much of their ownership existing holders give up to pay for growth. Speculative corners like this can still earn a place in a portfolio when they’re fenced off with real rules, which is the whole premise of our free speculation guide, here.
Heights Capital Deal Follows the Elisity Purchase Under the offering terms, IonQ sold common stock and pre-funded warrants to an entity managed by Heights Capital Management at a price set above the prior session’s close, with J.P. Morgan as sole underwriter. The package also includes seven-year warrants to buy 100 million additional IonQ shares at an exercise level set well above what the Heights entity paid in the offering.
At its core, IonQ builds trapped-ion quantum computers, led by its IonQ Tempo systems, and sells access to them alongside networking, sensing and security products such as the ClavisXG Multiplex. Recent acquisitions of SkyWater Technology, which closed July 31, and Nexus Photonics brought chip fabrication and integrated photonics in-house.
Weighing the Bullish and Bearish Cases The bullish case rests on operating momentum. IonQ reported Q2 2026 revenue of $80.05 million, up 286.8% from a year earlier, then lifted its 2026 outlook to a range of $280 million to $290 million. IonQ CEO Niccolo de Masi defended the long-horizon spending on the company’s August 5 earnings call: “Our capital strength also allows us to invest for the long term, which is essential, of course, in quantum, even as we execute quarter to quarter to quarter.”
Commercial commitments are growing too, with IonQ’s remaining performance obligations up 297% year over year. Separately, IonQ has signed memorandums of understanding with Anduril and Sandia National Laboratories on defense and national security work.
Dilution is the offset for IonQ. Its balance sheet is stronger for the new money, yet each existing share now represents a smaller claim on whatever the platform eventually earns. Adding to that pressure, the company’s stock-based compensation reached $141.8 million in Q2 2026.
D-Wave Faces the Same Funding Math With its acquisition of Quantum Circuits in January, D-Wave added momentum to a gate-model program that sits alongside its annealing systems, giving it a dual-platform approach. D-Wave stock is down 51% year to date (YTD), a deep drop for a company still building out its commercial base.
Near-term results remain the weak spot, with D-Wave’s Q2 2026 revenue of $3.08 million missing estimates and holding essentially flat year over year. Demand signals look stronger, as the company’s first-half bookings surged to $35.5 million and commercial customers made up 62.4% of second-quarter revenue.
Share Count Race Defines IonQ’s Next Chapter IonQ’s open question is whether commercial revenue scales fast enough to outrun a share count that has expanded with every deal. Management expects to begin commissioning 256-qubit systems in 2027, with those semiconductor-based machines set to become the main revenue driver.
Elisity adds a second test, since IonQ says customers increasingly discuss quantum computing and quantum security together. Success there would give the new shares more revenue to stand behind. Until then, shareholders may choose to size their positions for the possibility of further dilution.
Contact [email protected] for any questions or corrections.
Akcie CoreWeave za poslední měsíc klesly o 18 % poté, co OpenAI oznámila, že její anualizované tržby dosáhly 50 miliard USD, což je méně než dříve uváděných 68 miliard USD.
CoreWeave Inc. (NASDAQ:CRWV) shares are trading lower Wednesday amid renewed investor attention on OpenAI’s revenue run rate.
CoreWeave stock is feeling bearish pressure. Why is CRWV stock dropping? OpenAI’s $50B Run Rate Is $18B to $20B Below the Figure Investors Had HeardOn Oct. 8, the Financial Times reported, and CNBC confirmed, that OpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September. That is lower than the $68 billion figure widely reported late last month. A person familiar with the matter told CNBC the $68 billion included gross revenue from OpenAI’s partners, which allows a more direct comparison with Anthropic. Much of the gap appears to reflect how revenue is counted and not a drop in sales. OpenAI also told investors its run rate grew 77% in the third quarter, with enterprise up 107%. CFO Sarah Friar told CNBC the company remains "very well capitalized." CoreWeave shares fell nearly 8% that day, while Nvidia fell 3% and Oracle nearly 6%.
Why OpenAI’s Revenue Matters for CoreWeaveOpenAI is one of CoreWeave’s largest customers. It has signed three contracts worth up to about $22.4 billion in total: up to $11.9 billion through October 2030, up to $4 billion through April 2029, and up to about $6.5 billion through May 2031. OpenAI also holds CoreWeave stock issued under its master services agreement. CoreWeave has financed its buildout with debt facilities secured by its data center assets, including a $2.6 billion facility designed to speed delivery of services for OpenAI. That makes OpenAI’s ability to keep paying for compute central to CoreWeave’s revenue and its ability to service its debt. A run rate that is growing but lower than expected raises questions about how comfortably OpenAI can fund its large compute commitments, even though it closed a $122 billion funding round in March.
The Stock Is Down 18% in a Month as Strong Growth Meets Heavy Funding NeedsCoreWeave shares are down about 18% over the past month and about 46% below their 52-week high of $153.20, though they remain up for the year, according to Yahoo Finance. The business itself has been growing quickly. Second-quarter revenue rose 112% to $2.575 billion, ahead of estimates. Operating cash flow turned positive at $679 million, and the company has a revenue backlog of about $104 billion. The other side of the story is funding. In September, CoreWeave announced plans to raise $3.0 billion through convertible senior notes and an at-the-market program of up to 35 million shares. Given how much capital the buildout requires, any doubt about a major customer’s ability to pay draws extra scrutiny.
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CoreWeave Shares DipCRWV Price Action: At the time of publication, CoreWeave shares are trading 6.31% lower at $72.90, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Dceřiná společnost Planet Labs vyvine pro ESA během 12měsíčního pilotního projektu systém slovinské satelitní monitorovací služby pro katastrofy, zpočátku zaměřený na požáry.
Key Takeaways PL's subsidiary will develop Slovenia's Space Resilience Node under a 12-month ESA pilot project.The system will use Copernicus data & PlanetScope imagery to detect anomalies & trigger high-resolution scans.Government and defense wins, including an $8M NGA award, are expanding PL's market opportunities. Planet Labs PBC (PL - Free Report) is expanding its role in satellite-based intelligence after its subsidiary, Sinergise Solutions d.o.o., was selected by the European Space Agency (“ESA”) to develop Slovenia’s Space Resilience Node. The 12-month pilot project aims to automate satellite-based change detection and high-resolution image tasking to improve disaster response and situational awareness. The initiative highlights Planet’s efforts to combine frequent satellite imagery, automated analytics and high-resolution imaging services to address real-world challenges.
The Slovenia SRN project falls under ESA’s European Resilience from Space Earth Observation program. It will be developed in partnership with software company Lucis d.o.o. to support Slovenia’s Administration for Civil Protection and Disaster Relief. The system will analyze open Copernicus satellite data alongside PlanetScope imagery to identify changes and anomalies. When predefined thresholds are exceeded, the platform will automatically generate alerts and request high-resolution satellite images, including through Planet’s Pelican fleet. The imagery will reach emergency responders within hours, enabling faster crisis assessment and decision-making.
Initially, the project will focus on wildfire management across Slovenia’s approximately 20,000 square kilometers. The technology could eventually be adapted to monitor floods, landslides and other environmental hazards. By connecting broad-area monitoring with targeted, high-resolution imaging, Planet aims to shorten the time between detecting a potential threat and obtaining detailed information for emergency response.
Defense and government customers are becoming key catalysts to Planet’s growth strategy. Planet secured an $8 million NGA award, a German government satellite-services tender worth up to €25 million over five years and a seven-figure European defense contract in August. It also partnered with Rwanda’s Space Agency to provide satellite data and analytics for agriculture, urban planning and disaster response. Furthermore, it renewed a contract with a hyperscale AI developer to monitor data center and semiconductor facility construction. These wins continue to expand its opportunities across government, defense and commercial markets.
Mapping PL’s Competitive TerrainRedwire Corporation (RDW - Free Report) benefits from a record backlog, better revenue visibility, repeat defense awards and rising UAS and ISR demand. In August, Redwire announced a strategic investment in next-generation phased-array antenna technology to expand space-based communications for global warfighters across low, medium and geostationary Earth orbits. Its RF Systems portfolio has delivered more than 200 flight antennas, including tactical connectivity antennas used on the Proliferated Warfighter Space Architecture. The investment broadens Redwire’s defense capabilities beyond UAS and ISR into resilient space communications, supporting a larger Defense Tech opportunity over time. However, contract accounting remains sensitive to cost estimates and timing, potentially adding earnings volatility.
Satellogic (SATL - Free Report) secured several sovereign and defense agreements during the second quarter, including an $18 million Portugal CEiiA program, a defense monitoring contract worth more than $18 million and a $12 million NewSat satellite-delivery deal. It also highlighted an $80 million annual Aleph Observer program that advanced from pilot to full-scale deployment in under six months. It ended the quarter with $80.7 million in contracted, non-cancellable RPO, of which $45.8 million is expected to be recognized within 12 months. These deals highlight its shift toward recurring defense-monitoring subscriptions, although contract timing and lengthy procurement cycles remain key considerations.
PL’s Price Performance, Valuation & EstimatesPlanet Labs’ shares have lost 55.9% over the past six months compared with the Satellite and Communication industry’s 28.4% decline.
Image Source: Zacks Investment Research
Planet Labs’ shares trade at a forward 12-month price-to-sales multiple of 10.32X, significantly higher than the industry’s 2.8X.
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The Zacks Consensus Estimate for PL’s earnings for fiscal 2027 has been revised upward over the past 60 days.
Image Source: Zacks Investment Research
PL currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
MILWAUKEE, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial technology, today announced that it has surpassed five million Clover® devices shipped worldwide, marking continued adoption for its all-in-one business management platform.
The milestone reflects the value Fiserv delivers to businesses around the world by combining payment acceptance, software, hardware and value-added services on a single platform. Clover helps businesses manage critical operations, create stronger customer experiences and access capabilities that support growth in an increasingly connected commerce ecosystem. By helping businesses operate more efficiently, and serve customers more effectively, Clover enables the seamless, personalized experiences consumers increasingly expect.
Since reaching 1 million devices shipped worldwide in 2018, Fiserv has continued to expand the scale and reach of Clover:
1 million devices shipped worldwide as of 20182 million devices shipped worldwide as of 20213 million devices shipped worldwide as of 20234 million devices shipped worldwide as of 20255 million devices shipped worldwide as of 2026
“This milestone starts with our clients and the millions of businesses they serve,” said Takis Georgakopoulos, Chief Executive Officer, Fiserv. “Every Clover device connects a business to the broader capabilities of Fiserv, helping it accept payments, simplify operations and create better experiences for customers. Reaching 5 million devices shipped reflects the trust our clients place in Fiserv and strengthens our commitment to delivering the innovation, reliability, and scale they need to compete, grow, and succeed as commerce evolves.”
Clover gives businesses the flexibility to bring together payment acceptance, business management and customer engagement capabilities through an integrated platform. Its hardware, software and services can support a range of operational needs and commerce experiences, helping businesses manage more of their operations in one place.
For more information about Clover, visit www.clover.com.
About Fiserv
Fiserv, Inc. (NASDAQ: FISV), a Fortune 500 company, is a global leader uniting commerce and finance. The company powers sustained growth and innovation at scale for financial institutions and businesses worldwide across payments, account processing, digital banking, merchant acquiring, network services, e-commerce, and Clover®, the all-in-one business management platform. Fiserv is a member of the S&P 500® Index and one of FORTUNE® America’s Most Innovative Companies. Visit fiserv.com and follow on social media for more information and the latest company news.
Media Relations:
Melissa Moritz
Vice President, External Communications [email protected]
Sandisk očekává v 1. čtvrtletí fiskálního roku 2027 tržby ve výši 10,55 mld. USD, což představuje meziroční nárůst o 346 %, při hrubé marži kolem 84 %.
Memory giant Sandisk (SNDK -2.94%) didn't even exist as a stand-alone company two years ago, and now it's one of the most important companies in artificial intelligence (AI) development. Its stock is up an eye-popping 566% so far in 2026, but since mid-year, it has gotten harder to please the market. Here's what to look for when it reports its fiscal 2027 first-quarter results on Oct. 29, and whether you should buy the stock beforehand.
Core AI components Sandisk makes many memory products, including the SD memory cards that have been popular for years. Today, it's booming because it's one of the few major makers of NAND flash memory products critical to AI.
The cycle that made this the case has moved so rapidly that its direction and magnitude were not obvious when Western Digital (which bought SanDisk in 2016) spun the flash memory business back off as Sandisk in February 2025. The stock languished for its first few months on the market as an unprofitable venture, but it soared as the AI data center build-out accelerated, the amounts of memory that AI processors required expanded, and NAND became a key and undersupplied commodity.
Image source: Sandisk.
Sandisk's growth has been phenomenal since then. The company has become massively profitable, and it doesn't look like it's slowing down. In its fiscal 2026 fourth quarter (which ended July 3), revenue increased a stunning 372% year over year, and its gross margin was 84.6%. Operating income increased from $18 million in the prior-year period to more than $7 billion this year.
Memory has historically been a cyclical market, and management is planning for changes by changing its model and leaning into innovation. It has begun signing sales deals under what it calls its new business model, and as of the end of its fiscal Q4, it had locked in multiyear agreements with eight clients, giving it more reliable revenue streams than it previously had. It's also partnering with memory competitor SK Hynix to standardize memory components, which would be to both of their benefit, and it's upgrading its NAND technology to stay dominant in the space.
What to expect on Oct. 29 In the short term at least, growth is expected to remain very high. For the first quarter of its fiscal 2027, management is guiding to $10.55 billion in revenue at the midpoint, a 346% year-over-year increase, and a gross margin of about 84%. Wall Street is looking for $46.27 in earnings per share (EPS), up from $1.22 last year, and Sandisk tends to beat on expectations.
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The stock is now more than 35% off its summer peak, and a strong beat could boost the stock price immediately. However, the market's reaction will take into account many factors, particularly management's updated guidance and whatever it reveals about additional new business model agreements the company has signed.
By some measures, Sandisk stock isn't expensive, trading at under 22 times trailing-12-month earnings. Consider that if it adds more than $40 to EPS, the stock could easily jump without changing the ratio.
I wouldn't be surprised if Sandisk stock soars after earnings, but given its volatile nature, I'd take a cautious approach.
Modine (MOD - 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.
Over the past month, shares of this heating and cooling products maker have returned -3.5%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Automotive - Original Equipment industry, which Modine falls in, has lost 7.4%. 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.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Modine is expected to post earnings of $1.47 per share for the current quarter, representing a year-over-year change of +38.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.7%.
For the current fiscal year, the consensus earnings estimate of $7.68 points to a change of +53% from the prior year. Over the last 30 days, this estimate has changed +0.4%.
For the next fiscal year, the consensus earnings estimate of $10.75 indicates a change of +40% from what Modine is expected to report a year ago. Over the past month, the estimate has changed +0.1%.
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, Modine is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Modine, the consensus sales estimate for the current quarter of $964.62 million indicates a year-over-year change of +30.6%. For the current and next fiscal years, $4.04 billion and $4.9 billion estimates indicate +27% and +21.4% changes, respectively.
Last Reported Results and Surprise HistoryModine reported revenues of $874.1 million in the last reported quarter, representing a year-over-year change of +28%. EPS of $1.53 for the same period compares with $1.06 a year ago.
Compared to the Zacks Consensus Estimate of $875.57 million, the reported revenues represent a surprise of -0.17%. The EPS surprise was +20.47%.
The company beat consensus EPS estimates in each of the trailing four quarters. 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.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Modine is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Modine. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Netskope a BT International rozšířily partnerství, aby zákazníkům poskytly optimalizované připojení k bezpečnostním službám SSE prostřednictvím sítě Global Fabric.
SANTA CLARA, Calif., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, has expanded its partnership with BT International. Organizations can now deploy optimized connectivity to Netskope’s Security Service Edge (SSE) services through BT International's AI-ready Global Fabric network-as-a-service (NaaS) platform. This will help them roll out and scale AI agents, cloud applications, and autonomous digital workflows securely.
As organizations adopt AI at scale, network traffic patterns are changing fast. A growing number of users, AI agents, applications, and devices demand more bandwidth, lower latency, and access to multiple clouds from more locations, pushing traditional network and security architectures past their limits.
By using optimized Global Fabric connectivity into Netskope One SSE, customers can leverage select predictable, high-performance routes for their traffic, improving applications’ responsiveness and user experience. It does this through Global Fabric’s cloud-centric architecture and strategically located points of presence around the world, which leverage direct IXP peering to connect into the Netskope One platform.
The partnership builds on Netskope's position as a leading SSE provider, including its recent recognition for the fifth year in a row as a Leader in the Gartner® Magic Quadrant™ for Security Service Edge. It is one of a select group of SSE integrations now available through Global Fabric, reflecting Netskope's role as a strategic security partner as BT International expands the platform to help customers accelerate cloud transformation and AI adoption while meeting evolving security and sovereignty requirements.
“Netskope is a strategic partner in helping us deliver the AI-ready digital foundations our customers need,” said Matt Swinden, managing director, strategy & product, BT International. “Bringing together the Netskope SSE platform with Global Fabric gives customers a more predictable, higher-performing path between their users, agents, and the security services protecting them, while giving them the flexibility to choose the level of protection that fits their business.”
Key benefits for customers include:
Optimized, low-latency routing between users, AI agents, with the help of IXP peering between the Netskope One platform and BT’s Global Fabric.Consistent security policy enforcement and performance for users anywhere in the world.Faster, safer scaling of agentic AI and cloud application adoption with real-time, context-based protection.A single BT-managed SASE experience combining Netskope's SSE with Global Fabric connectivity, improving resilience and path diversity. “AI is rapidly changing what organizations need from their security architecture,” said Parag Thakore, Chief Product Officer, SASE, Netskope. “Agents, applications, and users all need fast, reliable, real-time access to data and cloud services, and that means security has to be built into the network path, not bolted on as an afterthought. By bringing closer the Netskope One platform and BT International’s Global Fabric, we’re giving multinational customers an optimized, high-performance routing capability to the protection they need, without the latency and complexity of traditional architectures.”
About Netskope
Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, addresses the needs of both security and networking teams by providing optimized access and real-time, context-based security for the AI ecosystem inclusive of agents, applications, tools, LLMs, people, devices, and data. Thousands of customers, including more than 30% of the Fortune 100, trust the Netskope One platform, its Zero Trust Engine, and its powerful NewEdge network to reduce risk and gain full visibility and control over cloud, AI, SaaS, web, and private applications — providing security and accelerating performance without trade-offs.
Learn more at netskope.com, on LinkedIn, and on Instagram.
Akcie společnosti Critical Metals ráno posílily o 4 % poté, co Trump slíbil rozsáhlý průzkum nerostných surovin v Grónsku, kde firma rozvíjí projekt Tanbreez.
Trump's promise of massive Greenland mineral exploration sent one rare earth stock surging while leaving its closest peers behind, and the reason the gap opened up comes down to a single project on the island that no other U.S.-listed company…
Critical Metals (NASDAQ:CRML) stock is at $6.80, up 4% in morning trading, after President Donald Trump said massive exploration for oil, gas and minerals is preparing to begin in Greenland. The gain lands on the only one of three closely followed U.S.-listed rare earth names with a project on the island. Even with the jump, Critical Metals shares remain down 1% year to date.
Meanwhile, MP Materials (NYSE:MP) stock is down 2% to $41.71; it’s sitting out the rally that’s raising Critical Metals shares, and it’s down 16% year to date. Both companies sit inside the same U.S. push for rare earth supply chains outside China, which makes the gap between their stocks stand out.
Sector-wide, the VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX) is down 1% to $56.96. Broader equities are a touch stronger, with the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) only down 0.35% to $775.30. That range of price moves frames the session as a trade focused on CRML stock rather than a revaluation of the broader rare-earth sector.
Trump’s Greenland Post Puts Tanbreez in Focus Trump made the comments in a social media post, describing Greenland as potentially holding some of the world’s largest easily accessible oil reserves. He named no projects, no operators and no timetable for the work, and for now the announcement reaches the market as a statement of intent, with no permit, contract or award attached.
Critical Metals is progressing its Tanbreez project in southern Greenland, which the company says contains 19 critical elements used across several industries. The company secured government approval for its mining plans there earlier this month, and it holds the only exploitation permit for rare earths in Greenland. Last month, the U.S., Denmark and Greenland reached an agreement to expand the American military presence on the island. The exploration post follows that deal.
Greenland Exposure Splits the Rare Earth Group As a development-stage business, Critical Metals holds purchase term sheets for its Greenland project, reports no operating revenue and has disclosed substantial going concern doubt. That profile ties its value almost entirely to the Tanbreez asset itself. Separately, the company is seeking Greenland government approval to raise its ownership stake in the project, which could compound that concentration.
MP Materials operates a producing mine at Mountain Pass in California, along with a magnet facility in Fort Worth, Texas. Peer USA Rare Earth (NASDAQ:USAR), with its Round Top project in Texas and a magnet plant in Stillwater, Oklahoma, is also domestic. Both sit entirely in the U.S., away from Greenland. USAR stock is down 3% to $10.95.
Tanbreez Still Needs a Place in the Plan Critical Metals now faces one open question: whether the exploration push Trump described becomes a specific program naming Tanbreez. Nothing announced so far does. Until that changes, the gain rests on a broad policy signal tied to the island as a whole.
Investors should consider keeping their position sizes modest until the Greenland exploration plans name specific projects, and any named role for Tanbreez in a formal program could mark the point where Trump’s announcement reaches Critical Metals directly. That step could also show whether Washington’s interest turns into easier financing for the project.
Contact [email protected] for any questions or corrections.
Piper Sandler snížila své doporučení pro AST SpaceMobile na Neutral a cílovou cenu stanovila na 54 USD kvůli obavám, že konkurence ze strany SpaceX zpomalí satelitní starty.
AST SpaceMobile's biggest launch partner is also its most dangerous competitor, and a fresh Wall Street downgrade is forcing investors to decide which role matters more right now.
AST SpaceMobile (NASDAQ:ASTS) stock is down 8% to $43.38 after a Wall Street downgrade tied to rising competition in direct-to-cell service. That drop is far deeper than anything else in the space group. Its launch provider is also the rival best able to crowd it out, and that tension now drives the debate over AST SpaceMobile shares.
Meanwhile, Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) stock is at $62.77, down 2%, a much smaller decline than the one in AST SpaceMobile shares. Similarly, SpaceX (NASDAQ:SPCX) stock is at $152.88, down 2%, a slide of comparable scale to the dip in Rocket Lab shares.
The pressure has spread broadly. The Procure Space ETF (NASDAQ:UFO) offers a sector reading, since it holds AST SpaceMobile, Rocket Lab, SpaceX and Planet Labs (NYSE:PL), and it’s down 1%. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.66%, leaving AST SpaceMobile stock with a far deeper loss than either the sector fund or the SPY ETF.
Piper Sandler Downgrade Puts Launch Pace in Question
Piper Sandler downgraded AST SpaceMobile stock to Neutral from Overweight and cut its price target to $54, citing reduced confidence in the pace of the company’s satellite launches over the next two years. In its note, the firm said it was struck by SpaceX’s expanding plans in the direct-to-cell market, arguing that SpaceX could, in theory, limit launch availability for partners such as AST SpaceMobile or pressure pricing through its own service.
Clear Street took the other side on the same day. It reiterated a Buy rating and a $115 price target and argued that AST SpaceMobile remains roughly six months ahead of SpaceX in direct-to-cell. Separately, three more BlueBird satellites arrived at Cape Canaveral ahead of a planned launch. That flight has no firm date yet, which leaves the timing question Piper Sandler raised without a near-term answer.
Launch Partner Doubles as Chief Rival
AST SpaceMobile connects ordinary smartphones to its BlueBird satellites through partnerships with mobile carriers that already hold spectrum and customers, a list that includes Vodafone, Orange, Telefónica, Rakuten and AT&T. Under that partner-first setup, carriers share their spectrum and keep traffic in-country, but getting those BlueBirds into orbit still depends on SpaceX rockets from the company now chasing those phone users too.
For Rocket Lab, the bulls might argue that Electron rockets and the Neutron vehicle in development make it a potential launch alternative; the bear case is that SpaceX’s scale keeps pressure on that business. As for SpaceX, bulls point to Starlink’s subscriber base extending to standard phones, while bears see its dual role as supplier and rival inviting the scrutiny Piper Sandler raised.
Investors who are bullish on AST SpaceMobile may point to Clear Street’s view that its head start in direct-to-cell can hold while the constellation grows. Piper Sandler’s warning frames the bear case: a launch constraint could slow that expansion just as SpaceX scales a rival service. Both cases hinge on the same supplier.
Launch Capacity Holds the Key for AST SpaceMobile
Clear Street’s head-start argument faces its own test as SpaceX expands its direct-to-device reach through carrier partnerships abroad. SpaceX already counts SoftBank, NTT Docomo and Spark NZ as mobile partners, so the carrier race is underway on both sides. That matters because AST SpaceMobile’s model relies on carriers bringing their own spectrum and subscribers.
A firm date for the next BlueBird launch is the signal to watch. Until then, investors may want to size their exposure to AST SpaceMobile for further possible swings tied to SpaceX headlines.
Contact [email protected] for any questions or corrections.
Evropská komise jedná s Googlem o nápravných opatřeních po pokutách ve výši 460 milionů eur a 430 milionů eur za zvýhodňování vlastních služeb a omezování vývojářů v Google Play.
The European Commission said on Wednesday it was "in dialogue with Google" (GOOGL.O) over actions the company may take in response to the $1 billion fines imposed by the EU in July and required changes to its app store and its search engine.
The Commission has fined Alphabet's Google €460 million ($511.43 million) and €430 million respectively for favouring its own services in shopping, hotels, transport and sports search results and for the restrictions for app developers on its app store Google Play.
"We are currently in dialogue with Google, so I'll not prejudge the outcome of this dialogue, but I can guarantee you that the Commission services are currently in dialogue with Google precisely on this issue," spokesperson Thomas Regnier said during a daily EU press briefing.
The Commission ordered Google to comply with recommendations to treat rivals in a fair and non-discriminatory manner and allow app developers to steer users away from its app store within 60 days.
The Commission is aware that Google has already started implementing changes to its search engine results and has announced and implemented some changes to the service fees for app developers on Google Play, the spokesperson's office said in a statement.
"The Commission will carry out a thorough assessment of the measures. As part of this assessment, the Commission will seek the views of market operators and third parties," the statement said.
Amazon has rewarded patient investors for a decade, but the next five years look nothing like the last, with a $200 billion spending bet that could either cement its dominance or drag returns into bear territory.
Over the past decade, Amazon (NASDAQ:AMZN | AMZN Price Prediction) has paid back patient shareholders. The split-adjusted stock rose 528.33% over 10 years, from $41.55 to $261.07 in midday trading. That means a $1,000 stake would be worth about $6,283.30 today.
The question now is what a fresh $1,000 investment could become by 2031. With AWS growing at its fastest pace in years, the next five years deserve a close look.
Your $1,000 Could Double by 2031 in the Base Case
Under the expected scenario, a $1,000 investment in Amazon could be worth about $2,021.20 by 2031, a total return of 102.12%. That projection rests on a five-year per-share target of $530.41, measured from a starting price of $262.43. It works out to an annualized return of 15.11%.
Bull, Base and Bear: Where Your Stake Could Land by 2031
Scenario
Target Share Price
Total Return
Value of $1,000
Bull
$643.04
145.03%
$2,450.30
Base
$530.41
102.12%
$2,021.20
Bear
$353.41
34.67%
$1,346.70
The one-year outlook (a 2027 target) runs from a bear case of $286.92 (9.33%, or $1,093.30) to a bull case of $385.91 (47.05%, or $1,470.50). The base target is $334.28, which would turn $1,000 into $1,273.80. The model’s confidence reading is 0.7 on a 0 to 1 scale. That is down from 0.9 in readings through mid-September.
Wall Street’s view tracks closely with the expected outlook. The consensus analyst target is $331.53, with 16 Strong Buy ratings, 43 Buy ratings, 2 Holds and no Sells.
Treat this as a projection, not investment advice.
Three Engines Behind the Upside
AWS Is Accelerating Again
AWS revenue reached $42.2 billion in Q2, up 36.7% year over year. Growth has now sped up for five straight quarters, and management called it the fastest pace in 18 quarters. Backlog hit $496 billion, and the annualized run rate stands at $169 billion. Management also said most of its 2027 capacity is already reserved.
Custom Chips and AI Workloads
The AI business and the chips business each passed run rates of more than $25 billion, and both are growing at triple-digit rates. Anthropic and OpenAI have made multi-year, multi-gigawatt commitments to Trainium. Management also said there is “a real chance” Amazon will sell Trainium chips to third-party data centers in the future.
Ads and Profit Leverage
Advertising revenue rose 26% to $19.8 billion. Total operating income climbed 43% to $27.5 billion. For Q3, Amazon guided to operating income of $22.5B to $26.5B, compared with $17.4B a year earlier. The stock trades at a trailing P/E of about 21 and a forward P/E near 24.
What Could Derail These Projections
Spending is the biggest swing factor. Amazon plans about $200B of 2026 capex for AI infrastructure, custom chips and Amazon Leo satellites. Free cash flow already fell to $11.19B in 2025, down 66%.
Management was direct about it: “we’ll spend a lot of capex and encounter free cash flow headwinds until these data centers come online to be monetized.” If AI demand slows down before those data centers pay off, returns could fall short.
All that capex has to land somewhere, and the suppliers building out the power, cooling, and networking behind these data centers are often the quieter winners (we featured seven of them in research you can download here).
Headline earnings also need a second look. Q2 GAAP EPS of $5.75 included $53.4 billion of non-operating gains, mostly from the Anthropic investment. Comparable EPS was closer to $1.88. Valuation models built on inflated earnings can overstate upside.
Other risks include tariffs, an FX drag of about 80 basis points in Q3 guidance, memory chip supply volatility and recession risk. A beta of 1.46 means the stock tends to move more than the broader market. Shares traded as low as $196 over the past 52 weeks, a reminder that every scenario above can be undercut.
Bottom Line for a $1,000 Stake
Based on the projected five-year scenarios, $1,000 in Amazon today could be worth between $1,346.70 and $2,450.30 by 2031. The expected outcome is about $2,021.20.
AWS momentum and AI chip demand support that path, while heavy spending and uneven earnings could knock it off course. These are scenarios, not sure things, so watch AWS growth and free cash flow in each earnings report.
Contact [email protected] for any questions or corrections.
Tržní hodnota Microsoftu od 25. června do úterý vzrostla o zhruba 1,4 bilionu USD na více než 4 biliony USD, když akcie uzavřely na rekordních 543,45 USD.
Microsoft CEO Satya Nadella gives the company’s founding mission an AI update at Build in June, a preview of the “Windows Hybrid Intelligence” initiative that the company unveiled last week. (Photo by Dan DeLong for Microsoft)
In less than four months, Microsoft has added roughly half an Amazon to its market value.
The tech giant’s stock has gained about $1.4 trillion in value since early summer, rising from $352.83 on June 25, its lowest close in more than a year, to a record close of $543.45 on Tuesday, giving it a market value just above $4 trillion. The increase over that period is nearly as much as Tesla is worth.
As stock turnarounds go, it’s extraordinary. In January, Microsoft lost $357 billion in a single day, the biggest one-day drop in its history, as investors worried about the company’s AI spending and its reliance on OpenAI. By midsummer, Microsoft was the worst performer this year among the big tech stocks known as the “Magnificent Seven,” according to Morningstar.
The rebound accelerated in late July, when Microsoft reported that Azure, its cloud platform, grew 43% and topped $100 billion in annual revenue. The stock jumped 15.5% the next day. It has mostly kept climbing since, as Microsoft rolled out a revamped Copilot app, a new AI push for Windows and new AI chips.
Microsoft isn’t rising alone. The broader stock market has also been hitting record highs, led by AI stocks. The S&P 500 closed above 7,800 for the first time last week, even as the benchmark 10-year Treasury yield reached its highest level since 2002.
Microsoft CEO Satya Nadella has been making a broader pitch along the way. In an essay posted on X in July, he warned that companies relying on outside AI labs “pay for intelligence twice, once with money, and again with something even more valuable,” meaning their own knowledge.
He urged businesses to keep control of that knowledge and avoid tying themselves to any one AI model. Microsoft sells access to models from OpenAI, Anthropic and others, along with its own.
Last weekend, he took up a related theme, calling on X for an “emergency brake” on advanced AI models. That means “separating the model from the harness that orchestrates its work,” he wrote. “We must assume a model is compromised and contain it from the start.”
The message also fits Microsoft’s business interests. As companies use AI models from multiple providers, the advantage could shift to companies like Microsoft that run the cloud and workplace software where businesses keep their data.
Microsoft reports its next quarterly results Oct. 28.
Boeing (BA - 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.
Over the past month, shares of this airplane builder have returned -11.1%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Aerospace - Defense industry, which Boeing falls in, has lost 8.9%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere 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, Boeing is expected to post a loss of $0.15 per share, indicating a change of +98% from the year-ago quarter. The Zacks Consensus Estimate has changed +17.1% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.95 points to a change of +91.1% from the prior year. Over the last 30 days, this estimate has changed -5.3%.
For the next fiscal year, the consensus earnings estimate of $3.79 indicates a change of +499.7% from what Boeing is expected to report a year ago. Over the past month, the estimate has changed -2.2%.
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, Boeing is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Boeing, the consensus sales estimate for the current quarter of $24.8 billion indicates a year-over-year change of +6.6%. For the current and next fiscal years, $97.38 billion and $112.7 billion estimates indicate +8.8% and +15.7% changes, respectively.
Last Reported Results and Surprise HistoryBoeing reported revenues of $24.56 billion in the last reported quarter, representing a year-over-year change of +8%. EPS of -$0.76 for the same period compares with -$1.24 a year ago.
Compared to the Zacks Consensus Estimate of $24.05 billion, the reported revenues represent a surprise of +2.11%. The EPS surprise was -123.53%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time 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.
Boeing is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Boeing. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Čistý zisk Bank of America ve třetím čtvrtletí klesl na 6,9 mld. USD kvůli regulační pokutě 1,2 mld. USD, přestože tržby vzrostly o 3 % na 30 mld. USD.
Bank of America Corp (NYSE:BAC), the US banking group, reported third-quarter net income of $6.9 billion after booking a $1.2 billion regulatory penalty, although rising interest income and wealth management fees supported stronger underlying performance.
Net income fell from $8.3 billion a year earlier, while earnings per share dropped to 91 cents from $1.04, reflecting the cost of the settlement.
Excluding the charge, adjusted net income reached $8.1 billion and adjusted earnings per share rose to $1.08, above the $1.04 reported in the same quarter last year.
Revenue increased 3% year-on-year to $30 billion, supported by an 8% rise in net interest income to $16.4 billion as loan and deposit balances grew and fixed-rate assets repriced at higher rates.
The regulatory charge followed consent orders announced on 13 October by US banking and financial crime authorities concerning aspects of the bank’s anti-money laundering, Bank Secrecy Act and economic sanctions compliance programmes.
Expenses rose to $19.7 billion from $17.3 billion, including the settlement charge, while the adjusted efficiency ratio improved the picture at 62%, compared with 60% a year earlier.
Wealth and investment management was a particular source of strength, with revenue rising 13% to $7.1 billion as asset management fees increased 16% to $4.5 billion.
Consumer banking revenue grew 4% to $11.6 billion, while combined credit and debit card spending rose 8% to $266 billion, indicating continued activity among retail customers.
However, investment banking fees across the group fell 11% to $1.8 billion, while sales and trading revenue declined 5% to $5.1 billion, including a 17% drop in fixed-income, currencies and commodities revenue.
Credit quality improved modestly, with net charge-offs falling to $1.3 billion from $1.4 billion in the previous quarter and the same quarter last year, while the provision for credit losses remained broadly stable at $1.3 billion.
The bank returned $8.3 billion to shareholders during the quarter through $2.2 billion in common stock dividends and $6 billion in share repurchases, while its standardised common equity tier 1 capital ratio stood at 10.9% at the end of September.
Shares of BAC dropped nearly 8% at Wednesday's open.
Pro aktuální fiskální rok se u společnosti Altria (MO) očekává konsenzuální zisk 5,67 USD na akcii, což by meziročně představovalo nárůst o 4,6 %; odhad se za posledních 30 dní nezměnil.
Altria (MO - 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.
Over the past month, shares of this owner of Philip Morris USA, the nation's largest cigarette maker have returned +2.5%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Tobacco industry, which Altria falls in, has gained 3.4%. 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.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Altria is expected to post earnings of $1.50 per share, indicating a change of +3.5% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $5.67 points to a change of +4.6% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $5.85 indicates a change of +3.1% from what Altria is expected to report a year ago. Over the past month, the estimate has changed +0.1%.
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 Altria.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Altria, the consensus sales estimate of $5.31 billion for the current quarter points to a year-over-year change of +1%. The $20.56 billion and $20.64 billion estimates for the current and next fiscal years indicate changes of +2.1% and +0.4%, respectively.
Last Reported Results and Surprise HistoryAltria reported revenues of $5.36 billion in the last reported quarter, representing a year-over-year change of +1.2%. EPS of $1.48 for the same period compares with $1.44 a year ago.
Compared to the Zacks Consensus Estimate of $5.36 billion, the reported revenues represent a surprise of -0.11%. The EPS surprise was -1.33%.
Over the last four quarters, Altria surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two 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.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Altria is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
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 Altria. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Royal Caribbean v sezoně 2028/2029 poprvé nabídne celoroční plavby po Evropě na lodi Rhapsody of the Seas. Celá evropská nabídka zahrne sedm lodí, včetně zimních tras na Kanárské ostrovy, Madeiru a do Maroka.
Travellers can discover Europe year-round with new winter adventures to the Canary Islands, Madeira and Morocco, summer adventures across Scandinavia and the Greek Isles, and visits to Royal Beach Club Santorini
, /PRNewswire/ -- Royal Caribbean is expanding its 2028-29 Europe lineup with the brand's boldest year-round season, offering more ways to explore the Mediterranean, Northern Europe and the Canary Islands across seven ships. For the first time, holidaymakers can explore Europe any time of year on Rhapsody of the Seas, from summer adventures with overnight stays in Egypt to winter getaways to the Canary Islands. Across the season, travellers can discover sought-after destinations throughout Greece, Turkey, Portugal, Spain and Northern Europe – including Royal Caribbean's return to Copenhagen and Stockholm – on 7-to 12-night holidays with experiences for all ages on board. Bookings for the European 2028-29 season are now open for Crown & Anchor Society loyalty members on Royal Caribbean's website ahead of the official opening on Thursday, Oct. 15.
Rhapsody of the Seas features a lineup of ways to relax and adventure, from rock climbing to dining on fresh sushi and Asian-inspired fare at Izumi, to taking in original entertainment and enjoying quality time under the sun or stars with the poolside movie screen.
Vacationers can experience the Ultimate Santorini Day with a full-day excursion of the Greek island’s must-see landmarks, headlined by Royal Beach Club Santorini. The beach club combines breathtaking volcanic beaches and views with Royal Caribbean’s signature service as part of a day of exploring the gems of the island at Oia and Fira. Holidaymakers exploring the Greek Isles can experience the Ultimate Santorini Day, a full-day excursion combining visits to Oia and Fira with access to Royal Beach Club Santorini, featuring a stunning beach, authentic local cuisine and more. At the beach club, guests can explore an open-air market showcasing a rotating selection from local businesses, including produce from Nomikos Estate; ouzo, tsikoudia and aged tsikoudia from Santorini distillery Canava Lyngos; and wine from Santo Wines. Select getaways with later evening stays give guests even more time to take in the island's scenery and experiences.
Europe 2028-29 Highlights
Rhapsody of the Seas – From Athens (Piraeus); Barcelona; and Lisbon, Portugal
Rhapsody will kick off Royal Caribbean's year-round Europe season with 7- to 12-night holidays from Athens (Piraeus), Barcelona and Lisbon. From May to October 2028, holidaymakers can explore the history and culture of Turkey and Egypt on 7-night getaways with overnight stays in Alexandria, Egypt and Istanbul or take in the sun-soaked destinations of Greece, including the Ultimate Santorini Day to spots around the island and Royal Beach Club Santorini. Starting November 2028, Rhapsody will deliver 9- to 12-night getaways visiting destinations across the Canary Islands, Portugal, Morocco, Cyprus, Malta and Greece. Holidaymakers can discover Tenerife's natural saltwater pools and Gran Canaria's Maspalomas Dunes, explore the vibrant cities of Casablanca and Tangier, Morocco, or experience overnight stays in Alexandria. The season also marks Royal Caribbean's return to Heraklion, Greece, and Cagliari, Sardinia, Italy for the first time in more than a decade. Between adventures, guests can relax by the outdoor pool or fully climatized Solarium, enjoy live entertainment, and dive into global cuisines from sushi at Izumi to premium steaks at Chops Grille. Explorer of the Seas – From Ravenna (Venice)
From May to October 2028, Explorer will deliver 7-night Mediterranean holidays to the Greek Isles and Croatia, with every holiday including later stays in Santorini for more time to soak up the island's iconic caldera views, whitewashed villages and spectacular sunsets, along with Royal Beach Club Santorini. Select getaways also feature visits to Kotor, Montenegro, where holidaymakers can enjoy a hike and a picnic in Lovcen National Park or walk through Kotor's Old Town. On deck, Royal Caribbean's signature experiences include the FlowRider surf simulator, The Perfect Storm waterslides, and the adults-only Solarium. Freedom of the Seas – From Southampton, England
Adventurers on Freedom can choose from a range of 3- to 9-night holidays across Northern and Southern Europe from May to October 2028. Across the Norwegian fjords, the cityscapes of Copenhagen, Denmark, and Bruges (Zeebrugge), Belgium, and the coastlines of Bilbao, Spain, Paris (Le Havre), and Lisbon, holidaymakers can discover a variety of European experiences departing from Southampton. Freedom pairs European exploration with Royal Caribbean favourites, including The Perfect Storm waterslides, FlowRider surf simulator and glow-in-the-dark laser tag. Jewel of the Seas – From Copenhagen and Stockholm
Returning to Copenhagen, Stockholm and the Baltic, Jewel will sail from May to August 2028 on 7- to 11-night adventures visiting incredible destinations across Helsinki; Visby, Sweden; Gdansk (Gdynia), Poland, and Klaipeda, Lithuania, with itineraries highlighting Scandinavia's striking coastlines and centuries of Nordic history and culture. On Jewel, holidaymakers can enjoy a range of fan-favourite experiences, including the rock-climbing wall, adults-only Solarium and award-winning Broadway-style entertainment. Liberty of the Seas – From Barcelona, Athens (Piraeus), and Rome (Civitavecchia)
From May to October 2028, Liberty will take holidaymakers on 7- and 8-night getaways to the Greek Isles, plus adventures to the Mediterranean visiting Provence (Marseille), France, Sicily (Palermo), Italy, and Cagliari, Sardinia. Holidaymakers visiting Greece will enjoy later evening stays in Santorini, alongside the option to experience Royal Beach Club Santorini or choose from a variety of new excursions showcasing the prehistoric settlement of Akrotiri, visiting Fira or taking in the black sand beach of Perivolos. On the newly amplified Liberty, adventurers can kick back at the pool deck with the Lime & Coconut tropical tiki bar, take on the Royal Escape Room or enjoy hibachi at Izumi Teppanyaki. Mariner of the Seas – From Barcelona, Lisbon, Athens (Piraeus), and Ravenna (Venice)
Returning to the Mediterranean, Mariner will deliver 7-night holidays exploring some of the region's most sought-after destinations including Palma de Mallorca, Spain; Porto (Leixoes), Portugal, and Dubrovnik, Croatia. Between adventures ashore, holidaymakers sailing on Mariner can enjoy the ship's lineup of unrivalled attractions, from the FlowRider surf simulator and The Perfect Storm waterslides to popular dining venues including Jamie's Italian and Izumi. Odyssey of the Seas – From Rome (Civitavecchia)
From April to October 2028, Odyssey will return to Rome (Civitavecchia) for 7-night adventures through the Greek Isles, including visits to destinations like Ephesus, Turkey, and Mykonos, Greece. Holidaymakers can explore the islands with extended evenings in Santorini, with the option to spend the day at the Royal Beach Club Santorini, as part of their Ultimate Santorini Day. On Odyssey, travellers can make the most of sea days with the RipCord by iFLY skydiving simulator, the North Star observation capsule and SeaPlex, the largest indoor activity space at sea. Holidaymakers can learn more about new and upcoming European adventures by visiting Royal Caribbean's website.
About Royal Caribbean
Royal Caribbean, part of Royal Caribbean Group (NYSE: RCL), has delivered memorable vacations for more than 50 years. The cruise line's game-changing ships and exclusive destinations revolutionize vacations with industry-leading innovations and an all-encompassing combination of experiences, from thrills and ways to chill, to dining and entertainment, for every type of family and vacationer. Voted "Best Cruise Line Overall" for 23 consecutive years in the Travel Weekly Readers Choice Awards, Royal Caribbean makes memories with adventurers across more than 300 destinations in 80 countries on all seven continents, including Perfect Day CocoCay in The Bahamas and Royal Beach Clubs in Paradise Island and Santorini, plus Royal Beach Club Lelepa coming soon.
Media can stay up to date by following @RoyalCaribPR on X and visit www.RoyalCaribbeanPressCenter.com. For additional information or to book, vacationers can visit www.RoyalCaribbean.com, call (800) ROYAL-CARIBBEAN or contact their travel advisor.
Chevron za 10 let s reinvestovanými dividendami proměnil investici ve výši 1 000 USD na 3 276 USD, ale zaostal za indexem S&P 500, který dosáhl hodnoty 3 647 USD.
Chevron just posted one of its strongest runs in years, yet patient investors who held through every oil crash and geopolitical shock may be surprised by where they actually stand against the broader market.
The energy major’s stock has gained sharply over the past year, and the rally changes how its full decade looks. Put $1,000 into Chevron (NYSE:CVX | CVX Price Prediction) ten years ago, reinvest every dividend, and you’d now hold more than three times your money. Even so, you’d still trail the S&P 500.
Oil Crashes, Oil Spikes and a Hess-Sized Push for Scale Chevron works across the whole energy chain. Upstream, it finds and produces oil and gas. Downstream, it refines, markets and makes chemicals. Results swing with crude prices. The 2020 COVID crash hit the whole industry hard, though Chevron kept paying its dividend. Russia’s invasion of Ukraine in 2022 then brought a boom.
Chevron closed its Hess acquisition in 2025. That year production hit a record 3,723 MBOED, up 12%. In 2026, military action that began February 28 effectively shut the Strait of Hormuz, and Brent averaged $117 per barrel in April. Second-quarter revenue rose 51.4% to $67.2B. Over the whole decade, the quarterly dividend climbed from $1.07 to $1.78.
Your $1,000 Became $3,276 Chevron’s figures use dividend-adjusted prices, so they assume all dividends were reinvested. The S&P 500 figures track SPDR S&P 500 ETF Trust (NYSEARCA:SPY) on price alone and leave out its dividends.
1-Year Return
Initial Investment: $1,000 Current Value: $1,516 Total Return: 51.61% S&P 500 (same period): $1,190 (19.01%) 5-Year Return
Initial Investment: $1,000 Current Value: $2,462 Total Return: 146.21% Annualized Return: 19.7% S&P 500 (same period): $1,786 (78.59%) 10-Year Return
Initial Investment: $1,000 Current Value: $3,276 Total Return: 227.63% Annualized Return: 12.6% S&P 500 (same period): $3,647 (264.67%) Timing drove almost everything here. The 5-year window starts in October 2021, just before the 2022 surge, and Chevron beat the index easily over that period. The 10-year holder sat through the 2020 collapse and still fell behind a benchmark that wasn’t even credited with its dividends. Reinvested payouts did much of the work. Without them, Chevron’s decade would look much weaker.
Why Chevron’s Dividend Case Matters Most Right Now Chevron’s case today depends on income that holds up across the oil cycle. Investors focused on riding the current crude spike could face more risk.
Bull case: The CEO says Hess assets generate free cash flow “roughly double the incremental dividends.” A 20-year Microsoft (NASDAQ:MSFT) power deal adds cash flow that doesn’t depend on commodity prices. Chevron also bases its 2030 targets on oil prices below current levels.
Bear case: Today’s earnings depend on a Hormuz disruption that won’t last forever. The stock trades at $217.22, right near its 52-week high of $217.78.
The income case looks stronger than the price-gain case. A decade of crashes and spikes still turned $1,000 into $3,276 for patient holders who reinvested. Energy majors reward holders who stay through a full cycle.
Contact [email protected] for any questions or corrections.
Take-Two potvrdila výhled čistých rezervací pro fiskální rok 2027 ve výši 8,0 až 8,2 miliardy USD, který je tažen především vydáním GTA VI 19. listopadu 2026.
Take-Two Interactive Software Inc. (NASDAQ:TTWO) shares are in the spotlight, with recent analyst activity, anticipation for the Nov. 19 launch of Grand Theft Auto VI and earnings on the calendar all drawing attention.
Take-Two shares are trending higher. What’s driving TTWO shares up? Wells Fargo Cuts Near-Term Estimates but Keeps Its $300 Target for Take-TwoIn a recent note, Wells Fargo kept an Overweight rating and a $300 price target on Take-Two while cutting its near-term numbers. It lowered its quarterly bookings estimate by 2% and its adjusted EBITDA estimate by 4%, citing weaker NBA 2K unit assumptions, softer recurrent consumer spending and pressure in mobile. Its adjusted EBITDA range of $876 million to $900 million sits below the consensus of $926 million, according to Investing.com. Shares fell about 4% Tuesday and are down more than 20% this year.
The bullish case rests on GTA VI. Wells Fargo models about 50 million units at an average gross price of $90, well above the roughly 33 million units at $80 implied by Take-Two’s outlook, and it doesn’t expect any quantitative pre-order data before launch.
Raymond James and BofA Stay Bullish as GTA VI Leak Concerns SurfaceRaymond James reiterated a Strong Buy rating and a $300 price target Wednesday, addressing concerns about the GTA VI launch after recent leaks of unreleased footage. The firm said it sees limited impact. The vast majority of players are casual and unlikely to ever see the leaks, it said, and console players aren’t affected because the issues are confined to the PC platform. BofA Securities reaffirmed a Buy rating and a $368 price target, the high end of the Street range, amid the same leak concerns. MarketBeat shows a Moderate Buy consensus from 21 analysts with an average target of about $299, in a range of $170 to $368.
GTA VI Arrives Nov. 19, and Take-Two’s Fiscal 2027 Outlook Depends on ItGrand Theft Auto VI launches Nov. 19 on PlayStation 5 and Xbox Series X|S, after two prior delays, and pre-orders are live. Take-Two reiterated its fiscal 2027 net bookings outlook of $8.0 billion to $8.2 billion in August. CFO Lainie Goldstein said in May that this represents about 20% growth from fiscal 2026, driven mainly by the launch. That makes the strength of the rest of the portfolio the bridge to the release, which is why Wells Fargo’s NBA 2K and mobile concerns drew attention.
Take-Two Reports Q2 Results Nov. 9, 10 Days Before LaunchTake-Two announced Tuesday that it will report second-quarter results after the market closes on Monday, Nov. 9, with a call at 4:30 p.m. ET. In its fiscal first quarter, net bookings fell 3% to $1.39 billion, above guidance, and net revenue was $1.53 billion. Investors will watch for any change to the $8.0 billion to $8.2 billion outlook and for commentary on NBA 2K and mobile.
Read Next
Take-Two Shares Edge HigherTTWO Price Action: At the time of publication, Take-Two shares are trading 1.19% higher at $202.71, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Bank rises to No. 5 nationally, providing nearly 3,000 loans totaling $326.4 million to small businesses in Fiscal Year 2026
, /PRNewswire/ -- M&T Bank (NYSE:MTB) ranked No. 1 in Fiscal Year 2026 in Small Business Administration (SBA) 7(a) lending by number of loans across its communities, while achieving the highest SBA 7(a) loan volume and dollar amount in the bank's history. M&T also climbed to No. 5 nationally among SBA 7(a) lenders, up from No. 7 the previous year, marking 18 consecutive years among the nation's leading SBA lenders.
M&T approved 2,975 SBA 7(a) loans totaling $326.44 million during the federal fiscal year which ended Sept. 30, 2026*. This represents an increase of 274 loans and $32.5 million compared with Fiscal Year 2025, approximately 10% growth in both loan units and dollars.
The bank's record performance came amid a challenging national lending environment, with industrywide SBA 7(a) loan volume declining 26% and lending dollars falling 12% year over year.
"M&T's longstanding commitment to small businesses is about more than providing access to capital, it's about being a trusted partner to entrepreneurs at every stage of their journey," said Eric Feldstein, M&T Bank Senior Executive Vice President and Head of Retail and Business Banking. "Our SBA lending leadership has been built on understanding our clients' goals and working with them to find the right path forward, whether they're launching a new business, investing in a permanent home, or pursuing their next opportunity for growth. We're proud to help entrepreneurs turn their ideas and ambitions into the businesses that strengthen our communities."
M&T also ranked No. 8 (tied) nationally as an SBA 504 Third-Party Lender, providing 55 loans totaling $50.88 million. While the SBA 7(a) program helps small businesses finance a broad range of needs, the 504 program focuses on long-term investments such as purchasing commercial property, constructing facilities, and acquiring major equipment. Together, these programs allow M&T to support businesses across every stage of growth.
M&T Leads SBA Lending Across Its Communities
M&T's SBA performance reflects the strength and consistency of its small business lending program in its footprint. In Fiscal Year 2026, the bank achieved No. 1 rankings in 10 SBA districts and top three positions in all 15 reporting districts.
The bank maintained particularly strong results across the Mid-Atlantic, Northeast and New England regions, including No. 1 rankings in Baltimore, Buffalo/Rochester, Connecticut, Delaware, Metro New York City, Philadelphia, Richmond, Syracuse, Vermont, and Washington, D.C.
In New England, M&T ranked among the top three SBA lenders, including No. 1 positions in Connecticut and Vermont. The bank's SBA 7(a) lending in New England has expanded significantly, from 107 approvals in Fiscal Year 2022 to 588 in Fiscal Year 2026.
M&T's Fiscal Year 2026 district-level results include:
SBA District
Rank
Loans
Loan Dollars
Baltimore
No. 1
442
$56.0M
Buffalo/Rochester
No. 1
226
$28.8M
Connecticut
No. 1
298
$28.15M
Delaware
No. 1
98
$9.06M
Metro New York City
No. 1
409
$40.1M
Philadelphia (Eastern PA)
No. 1
304
$29.6M
Richmond
No. 1
93
$10.7M
Syracuse
No. 1
164
$19.1M
Vermont
No. 1
38
$2.35M
Washington, D.C.
No. 1
264
$34.9M
New Hampshire
No. 2
76
$11.06M
New Jersey
No. 2
310
$31.8M
West Virginia
No. 2
18
$1.7M
Maine
No. 3
30
$2.3M
Massachusetts
No. 3
141
$17.64M
Supporting Small Businesses at Every Stage
M&T's commitment to small businesses extends beyond lending. Bank employees work closely with entrepreneurs to understand their businesses, connect them with resources, and help identify financing solutions that support their goals — whether launching a new venture, expanding an established business or investing in a long-term growth strategy.
"Every SBA loan represents a business owner pursuing a vision, creating opportunity and strengthening a local economy," added Feldstein. "These results are a reflection of the collaboration across Business Banking, Retail, Credit, Operations, Risk and many other teams that come together every day to deliver for our clients."
Helping a Mid-Atlantic Business Secure Its Future
For Mid Atlantic Port Service, a Baltimore-based company providing services to the maritime and port industry, rising rental costs created an opportunity to invest in a permanent home. Rather than continue leasing multiple spaces, the company worked with M&T to secure $5.7 million in SBA 504 financing to purchase a facility and bring its operations together under one roof. The financing helped the company invest in its long-term future while preserving cash for day-to-day operations and growth.
"As our lease costs continued to rise, we knew owning our facility was the right long-term move for the business, but we needed a financing partner that could help us make it happen without tying up the working capital we need to operate and grow," said Marc Cruise, owner of Mid Atlantic Port Service. "M&T took the time to understand both our immediate needs and our long-term goals and helped structure an SBA 504 solution that allowed us to bring our operations together and invest in our future."
Learn more about M&T Bank's lending for small businesses at mtb.com/business/business-financing/small-business-loans.
*=According to statistics released by the U.S. Small Business Administration for total approved loans through the SBA's 7(a) lending program during the federal fiscal year ending Sept. 30, 2026.
About M&T
M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, provides banking products and services with a branch and ATM network spanning the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information on M&T Bank, visit www.mtb.com.
Realty Income (O) v září zvýšila měsíční dividendu již 116. čtvrtletí v řadě, čímž prodloužila 29letou sérii růstu výplat. Forward dividendový výnos činí 6 %.
For income-minded investors, higher dividend yields are obviously more attractive than lower-yielding dividend stocks. The size of the percentage yield is only half of the matter, however. Just as important to anyone planning on sticking with an income-generating holding for the long haul is how reliably its dividend holding is going to grow over time.
With that as the backdrop, there's one S&P 500 (^GSPC -0.60%) name that brings both to the table. It recently raised its dividend again, in fact, extending a streak that's now been in place for 29 years. That company is Realty Income (O -0.66%), which you can plug into here at a forward-looking dividend yield of 6%.
Realty Income is built to be resilient
You may be more familiar with Realty Income than you realize. It doesn't do any consumer-facing business under its own name. Rather, it's a landlord specifically to the brick-and-mortar retailing industry. The real estate investment trust -- or REIT -- boasts a portfolio of around 15,500 properties, and companies like Dollar General, Tractor Supply, Home Depot, and 7-Eleven are among its top tenants. Although the brick-and-mortar retail business as a whole may be facing headwinds, this REIT's occupancy rate, consistently above 98% (closer to 99%, actually), confirms it's serving the more resilient sliver of the industry.
Image source: Getty Images.
That's not the important detail to interested income investors, however. Far more compelling is the fact that in September, Realty Income raised its monthly -- yes, monthly -- dividend payment for the 116th quarter in a row. That's 29 consecutive years' worth of four quarterly dividend hikes.
And not pittance increases either. Although its more recent dividend growth has been somewhat stymied by a combination of higher interest rates and a lethargic economy, since these payments began back in 1995, they've grown at an inflation-beating yearly rate of 4.1%.
One of the best (at what it's meant to do)
Past performance is no guarantee of future results, of course. But past performance is a pretty good indication of what the future likely holds. That's particularly true when the key drivers of that historical growth are still in place. And that's certainly the case here.
That being said, to the extent retailing may remain on the defensive, Realty Income is also easing its way to the data center business. Like retailing, this industry's rent-based remote access to servers lends itself to the tax advantages that REITs enjoy. Namely, any rent-based profits that are passed along to investors in the form of dividends aren't first taxed at the corporate level. This ultimately means more of Realty Income's net earnings make their way into shareholders' pockets.
Premium Feature
Moneyball Superscore
82/100
Today's Change
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Current Price
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Just bear in mind that while O shares can achieve some price appreciation, they don't consistently do so, as they're often impacted by ever-changing interest rate backdrops. This ticker should first and foremost be viewed as an income and income-growth holding, albeit one of the S&P 500's very best.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Dollar General, Home Depot, Realty Income, and Tractor Supply. The Motley Fool recommends the following options: short October 2026 $35 calls on Tractor Supply. The Motley Fool has a disclosure policy.
QNX spustila program Launchpad, který startupům a malým a středním podnikům s ročními tržbami do 10 milionů USD nabízí komerční software pro vývoj kriticky důležitých produktů.
New program gives qualifying startups and SMBs access to commercial-grade software on terms designed to support early-stage growth
WATERLOO, ON / ACCESS Newswire / October 14, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced QNX® Launchpad, a new program designed to give startups and early stage companies the tools to more easily build commercial products for mission-critical environments from day one. QNX Launchpad provides eligible companies with access to production-ready foundational software under startup-friendly costs, which may permit more of their early budget to be available to invest in their product, team and growth.
Physical AI and software-defined systems such as autonomous mobile robots (AMRs), robotic arms, and surgical robots are moving rapidly from research labs into real world applications, with young, emerging companies helping transform countless industries seemingly virtually overnight. Amidst this backdrop, early software architectural decisions may be critical as they may have long-term implications on product safety, reliability, scalability and time to market. This is the trusted foundation that QNX has provided for nearly half a century across industries including automotive, industrial automation, robotics, medical devices, rail, and more.
Start with the platform your product can scale with
Early-stage teams may want to build on commercial-grade platforms, but upfront software costs may be difficult to justify while teams, budgets and revenues are still growing. QNX Launchpad helps lower that barrier by giving qualifying companies access to commercial QNX software development platform (SDP) 8.0, so architectural decisions may be guided by technical requirements rather than cost alone. With QNX Launchpad, teams can build on QNX from the start and continue using the same trusted technology foundation as their products mature from early-stage development to commercial deployment.
Supporting the next generation of mission-critical products
"Too many promising companies are forced to make foundational software decisions based on short-term budget realities, rather than what their products will ultimately need to perform safely and reliably in the real world," said Grant Courville, SVP of Product and Strategy at QNX. "QNX Launchpad changes that. It gives startups and emerging companies access to the same trusted technology foundation used in some of the world's most demanding systems, from the very beginning of their development journey. If a product is being built for commercial deployment, safety-critical environments or long-term scale, we believe the right foundation should not be something teams only reach for later. It should be there from day one."
What QNX Launchpad includes
Qualifying companies receive access to QNX SDP development seats, QNX® OS and QNX® OS for Safety, QNX® Hypervisor and QNX® Hypervisor for Safety, QNX® Sound and other software from the QNX product portfolio for commercial use. Participants can also access QNX technical support, embedded engineering expertise, and an ecosystem of hardware support, software, tools and services to help ensure the success of their product program.
Who QNX Launchpad is for
QNX Launchpad is designed for qualifying startups, small and medium-sized businesses, with annual revenues of up to $10 million USD who are developing a product for commercial sale. Companies that are part of a recognized incubator or accelerator programme are eligible for additional benefits.
QNX Launchpad complements the existing QNX Everywhere initiative, which provides free, non-commercial access for learning, evaluation and prototyping. Companies can apply for QNX Launchpad directly or after gaining experience through QNX Everywhere.
For more information on QNX Launchpad and to apply to the program, visit https://qnx.software/en/software/products-and-solutions/qnx-launchpad and follow @QNX News.
ENDS
About BlackBerry
BlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.
Safe. Certified. Secure.
For more information visit BlackBerry.com and follow BlackBerry on LinkedIn
About QNX
QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB), provides the trusted foundation that software-defined and physical AI systems depend on to operate safely and predictably in the real world. For nearly half a century, QNX has powered safety-critical applications where failure is not an option. The business leads the way in delivering safe and secure operating systems, hypervisors, middleware, solutions, and development tools, along with the support and services delivered by trusted embedded software experts. Today, QNX technology underpins hundreds of millions of vehicles on the road and a wide range of mission-critical systems across industrial controls, robotics, medical devices, commercial transportation, rail, and aerospace and defense. QNX is headquartered in Ottawa, Canada. Learn more at qnx.software.
Trademarks, including but not limited to BLACKBERRY and EMBLEM Design are the trademarks or registered trademarks of BlackBerry Limited, and the exclusive rights to such trademarks are expressly reserved. All other trademarks are the property of their respective owners. BlackBerry is not responsible for any third-party products or services.
Media Contacts:
BlackBerry Media Relations
+1 (519) 597-7273
[email protected]
, /PRNewswire/ -- Medtronic plc (Medtronic; NYSE: MDT) today announced the final results of its previously announced offer to exchange shares of common stock of MiniMed Group, Inc. (MiniMed; Nasdaq: MMED) for outstanding Medtronic ordinary shares at an exchange ratio determined by a formula described in a registration statement filed by MiniMed on Form S-4 (Reg No. 333-298914). The exchange offer and withdrawal rights expired at 12:00 midnight, New York City time, at the end of the day on October 9, 2026.
The exchange offer was oversubscribed, and Medtronic has elected to exchange all of its remaining interest in MiniMed (totaling 252,813,348 shares of MiniMed common stock) for 55,032,401 Medtronic ordinary shares.
Because the exchange offer was oversubscribed, Medtronic will accept only a portion of its ordinary shares that were validly tendered and not validly withdrawn, on a pro rata basis in proportion to the number of shares tendered. Shareholders who owned fewer than 100 Medtronic ordinary shares, or an "odd-lot," and have validly tendered all of their shares will not be subject to proration, in accordance with the terms of the exchange offer. All shares validly tendered by eligible "odd-lot" shareholders will be accepted. The final proration factor of 18.289133% will be applied to all other validly tendered Medtronic ordinary shares to determine the number of such shares that will be accepted. Following the completion of the exchange offer, Medtronic will not retain any of the outstanding shares of MiniMed common stock.
Based on the final count by the exchange agent, Equiniti Trust Company, LLC, the final results of the exchange offer are as follows:
Total number of Medtronic ordinary shares validly tendered and not validly withdrawn: 297,521,390 Shares tendered that will be subject to proration: 296,763,500 "Odd-lot" shares tendered that will not be subject to proration: 757,890 Total number of Medtronic ordinary shares that will be accepted: 55,032,401 Medtronic ordinary shares tendered but not accepted for exchange will be returned to the tendering shareholders in book-entry form promptly. In addition, the exchange agent will promptly credit newly issued shares of MiniMed common stock in book-entry form to accounts maintained by the MiniMed transfer agent for tendering shareholders whose Medtronic ordinary shares were accepted in the exchange offer. Checks in lieu of fractional shares of MiniMed common stock will be delivered after the exchange agent has aggregated all fractional shares and sold them in the open market.
Goldman Sachs & Co. LLC and BofA Securities, Inc. served as dealer managers for the exchange offer.
About Medtronic
Bold thinking. Bolder actions. We are Medtronic. Medtronic plc, headquartered in Galway, Ireland, is the leading global healthcare technology company that boldly attacks the most challenging health problems facing humanity by searching out and finding solutions. Our Mission — to alleviate pain, restore health, and extend life — unites a global team of 95,000+ passionate people across more than 150 countries. Our technologies and therapies treat 70 health conditions and include cardiac devices, surgical robotics, insulin pumps, surgical tools, patient monitoring systems, and more. Powered by our diverse knowledge, insatiable curiosity, and desire to help all those who need it, we deliver innovative technologies that transform the lives of two people every second, every hour, every day. Expect more from us as we empower insight-driven care, experiences that put people first, and better outcomes for our world. In everything we do, we are engineering the extraordinary.
Cautions Regarding Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are subject to risks and uncertainties, including risks related to the expected effects on Medtronic and MiniMed of the exchange offer, the anticipated benefits of the exchange offer, Medtronic's ability to successfully realize the anticipated benefits from the separation (including consummating the transaction on a basis that is generally tax-free to shareholders for U.S. federal income tax purposes), MiniMed's ability to succeed as an independent publicly traded company, competitive factors, difficulties and delays inherent in the development, manufacturing, marketing and sale of medical products, government regulation, geopolitical conflicts, changing global trade policies, general economic conditions, and other risks and uncertainties described in Medtronic's and MiniMed's periodic reports on file with the SEC including their most recent respective Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q. In some cases, you can identify these statements by forward-looking words or expressions, such as "anticipate," "believe," "could," "estimate," "expect," "forecast," "intend," "looking ahead," "may," "plan," "possible," "potential," "project," "should," "going to," "will," and similar words or expressions, the negative or plural of such words or expressions and other comparable terminology. Actual results may differ materially from anticipated results. Medtronic does not undertake to update its forward-looking statements or any of the information contained in this press release, including to reflect future events or circumstances.
Contacts:
Justin Paquette
Public Relations
+1-612-271-7935
Ingrid Goldberg
Investor Relations
+1-763-505-2696
Did Morgan Stanley (MS) Justify Its 4.3% Overvaluation with Q3 Earnings Beat? EPS: $3.03 vs. Estimate of $2.92, Revenue: $20.3B Key Highlights: Strong Revenue Growth and Solid EPS Performance
Morgan Stanley MS released its 8-K filing on October 14, 2026, reporting net revenues of $20.3 billion for the third quarter ended September 30, 2026. This performance reflects a significant increase from $18.2 billion during the same period a year ago. The firm also achieved earnings per diluted share (EPS) of $3.03, which surpassed analyst estimates of $2.92. Furthermore, a return on tangible common equity (ROTCE) of 22.6% underscores its financial resilience.
Morgan Stanley is a leading global financial services firm providing a wide array of investment banking, securities, wealth management, and investment management services to a diverse client base, including corporations, governments, institutions, and individuals in over 40 countries. The company is structured into three primary segments—Institutional Securities, Wealth Management, and Investment Management—allowing it to leverage different market opportunities and client needs effectively.
Performance Overview and ChallengesThe financial results reflect a strong momentum within both the Institutional Securities and Wealth Management segments. Institutional Securities reported notable revenue growth to $10.0 billion, buoyed by various factors including enhanced equity performance and strategic client engagements. Meanwhile, Wealth Management achieved record revenues of $9.1 billion, demonstrating the firm's capability to attract significant new business despite a competitive landscape.
However, Morgan Stanley faced challenges with fixed income revenues showing a slight decrease. This decline can be attributed to lower performance in certain areas, particularly commodities and structured products. The current economic environment's unpredictability may pose risks to maintaining such robust performance levels moving forward.
Financial Achievements and Industry ImplicationsMorgan Stanley's strong third-quarter results not only illustrate the firm's operational efficiency but also highlight the importance of robust client relationships and market positioning. With a ROTCE of 22.6%, the firm continues to deliver strong returns, which is crucial in an industry focused on capital markets and investor confidence. Additionally, the record net new asset influx of $232 billion in Wealth Management underscores the firm’s efficacy in expanding its asset base and retaining client trust.
The firm's effective expense management is apparent, with an expense efficiency ratio staying consistent at 67%. This demonstrates a balanced approach to growth, ensuring that revenue increases translate effectively into profitability.
Financial Metrics ($ millions)3Q 20263Q 2025Net Revenues$20,338$18,224Net Income Applicable to MS$4,909$4,610Earnings per Diluted Share$3.03$2.80ROTCE22.6%23.5%Book Value per Share$68.59$62.98
Analysis of PerformanceThe results from Morgan Stanley illustrate an impressive execution strategy that not only improved the top line but also maintained strong net income margins. Enhanced client engagement in the Institutional Securities segment, combined with robust fee-based revenue streams in Wealth Management, reflects a well-executed strategic integration across the firm's business units. Nevertheless, maintaining momentum will require adaptive strategies, particularly in navigating fluctuations in market conditions affecting fixed income and commodities.
GuruFocus Valuation CheckAccording to GuruFocus data, Morgan Stanley MS currently holds a GF Score of 82 out of 100, indicating a strong overall rating. The GF Value of $178.87 suggests that the stock is presently undervalued, trading at $186.64, which represents a 4.3% overvaluation when compared to its intrinsic value.
In terms of financial stability, the firm has a low Financial Strength score of 1 out of 10 but boasts a strong Profitability Rank of 8 out of 10 and a Growth Rank of 10 out of 10, illustrating its excellent ability to generate profits and maintain strong growth rates. The predictability of earnings is rated 4 stars, suggesting steady performance over time, while the Moat Score of 7 out of 10 implies a moderate competitive advantage. Importantly, insider activity shows that insiders sold $51.7 million worth of stock over the past 12 months, which may serve as a cautionary signal for investors.
For a deeper dive, visit the Morgan Stanley stock page on GuruFocus.
Explore the complete 8-K earnings release (here) from Morgan Stanley for further details.
GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $178.87 (4.3% overvalued); its GF Score™ is 82/100; 17 gurus currently hold the stock, with 10 adding and 7 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full Morgan Stanley MS research.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Stryker has received FDA 510(k) clearance for Sonopet® 3 , the latest evolution of its ultrasonic bone and soft tissue removal platform. Developed in collaboration with surgeons, Sonopet 3 delivers enhanced power, precision and versatility. Customers gain access to advanced technologies including RISE and Pulse Control, supporting streamlined workflows and integration across surgical settings. , /PRNewswire/ -- Stryker (NYSE: SYK), a global leader in medical technologies, announced today that Sonopet 3, its latest ultrasonic bone and soft tissue removal platform, has received 510(k) clearance from the U.S. Food and Drug Administration.
Developed with input from hundreds of surgeons, Sonopet 3 is designed to deliver enhanced power, precision and versatility in a single platform for tissue removal. Surgeon collaboration directly shaped the new platform, informing key improvements in performance, workflow efficiency and clinical priorities.
Stryker has received FDA 510(k) clearance for Sonopet® 3, the latest evolution of its ultrasonic bone and soft tissue removal platform. "At Stryker, innovation begins with listening to our customers," said Mitch Foley, vice president and general manager of Stryker's Neurosurgical business. "Every major advancement in Sonopet 3 can be attributed to surgeon feedback, and together we're elevating the standard in neurosurgery. They told us they wanted more power, improved ergonomics and enhanced integration, helping them perform with confidence in demanding surgical environments."
In addition to performance enhancements, Sonopet 3 provides access to the platform's latest technologies, including RISE, a Reimagined Integrated Surgical Experience for a connected surgical workflow, and Pulse Control, which provides an added ability to regulate the resection of hard and soft tissues. Together, these advancements help support integration across surgical workflows.
The first clinical cases using Sonopet 3 are expected to begin in October, with a full commercial launch anticipated later this fall.
About Stryker
Stryker is a global leader in medical technologies and, together with our customers, we are driven to make healthcare better. We offer innovative products and services in MedSurg, Neurotechnology and Orthopaedics that help improve patient and healthcare outcomes. Alongside our customers around the world, we impact more than 150 million patients annually. More information is available at www.stryker.com.
Booking Holdings plánuje investovat 100 milionů USD do nové společnosti Vayo, osobního cestovního asistenta spuštěného v soukromé beta verzi. Investice podléhá dalšímu vývoji produktu a tržním podmínkám.
The waitlist opens today at vayo.com for the personal travel agent built for trips, not tasks, that organizes everything you've booked, learns how you travel and never stops working for you
, /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced a planned $100M* investment in its new company Vayo, which is launching in private beta with a waitlist now open at vayo.com. Vayo is where your trips live: a personal travel agent that knows how you travel and makes every trip better before you have to ask. Unlike a chatbot that answers questions in walls of text or an AI assistant that completes individual tasks, Vayo holds every trip together and keeps working on it long after the planning is done.
Vayo, the new personal travel agent from Booking Holdings, built for trips, not tasks.
A look at how Vayo, the new personal travel agent from Booking Holdings, organizes trips, manages reservations and keeps working for travelers long after booking.
Planning a trip often means piecing together flights, hotels, activities and reservations across multiple channels, while keeping track of confirmation numbers, plans still in progress and details yet to be booked. Vayo calls the time, effort and mental load of managing it all a "planning tax." Vayo takes on that work, bringing your existing reservations together from your inbox, filling in what's missing and watching prices. Because every booking is connected, Vayo sees how one change affects everything else: when a flight changes, Vayo flags the late check-in and the dinner reservation now at risk. It's like a thousand travel agents working for you, with the care of one who truly knows you.
"A trip isn't a task, and travelers deserve more than a chatbot," said Mike Fridgen, CEO and co-founder of Vayo. "With the backing of Booking Holdings, we're building a personal travel agent that understands the entire trip, knows how you travel and never stops working for you. That's Vayo."
As a Booking Holdings company whose portfolio includes Booking.com, Priceline, Agoda, KAYAK, and OpenTable, Vayo combines the scale and supply of the global leader in online travel with a consumer experience built from the ground up. Built on openness, Vayo works across Booking Holdings brands and beyond, including reservations made through other travel platforms or directly with airlines and hotels. Travelers rarely book an entire trip through a single source, and a personal travel agent has to work the way travelers actually do.
"Travel is one of the most complex consumer experiences, and too much of the work still falls on the traveler to manage," said Glenn Fogel, CEO of Booking Holdings. "Vayo is exploring how AI can anticipate needs to make planning and managing a trip more seamless. I have confidence in the Vayo team and their ability to move with purpose, capitalize on early learnings and adapt at pace as they explore what the next generation of personalization in travel can look like."
Vayo's private beta offers free, invite-only access initially focused on frequent travelers who feel the planning tax most: those who take multiple trips a year but don't always have the time to plan them. The beta is designed as a learning period, giving early users a direct role in shaping the product and informing what gets built next. Vayo accesses only the travel confirmations needed to build and manage trips, keeping the rest of a user's inbox private.
In the months ahead, Vayo plans to add direct booking, launch a native app and make it possible to plan trips with travel companions. It will also go deeper once a trip begins, helping travelers navigate the changes and decisions that come up along the way. The destination is a trusted travel agent in your pocket, for every trip in your life.
The waitlist is open now at vayo.com.
*Intention to invest subject to continued advancement of the product and market conditions.
About Vayo
Vayo, a Booking Holdings (NASDAQ: BKNG) company, is where your trips live. Unlike general assistants built to complete individual tasks, Vayo is a personal travel agent designed around the whole trip. It knows how you travel with unprecedented depth, brings every detail together, and keeps working after booking to make each trip better. It's like a thousand travel agents working for you, with the care of one who truly knows you. Vayo works across the travel industry, and its only agenda is your agenda. Vayo's private beta waitlist is open at vayo.com.
About Booking Holdings
Booking Holdings (NASDAQ: BKNG) is the world leader in online travel and services that support the entire travel journey. Our platforms-including Booking.com, Priceline, Agoda, KAYAK and OpenTable - utilize advanced AI, machine learning and other innovative technologies to simplify and personalize the travel experience for consumers and partners in over 220 countries and territories. Our mission is to make it easier for everyone to experience the world. For more information, visit BookingHoldings.com and follow us on X @BookingHoldings.
MinuteClinic společnosti CVS Health získala sedmou akreditaci od Joint Commission v řadě; její pobočky primární péče byly poprvé hodnoceny podle standardů zdravotnických center.
Approximately 80 percent of surveyed locations offer primary care, now available at more than 65 percent of MinuteClinic locations.
, /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced that MinuteClinic®, the retail medical clinic with locations inside select CVS Pharmacy stores across the U.S., has earned its seventh consecutive Joint Commission Ambulatory Health Care Accreditation. For the first time, the accreditation survey included evaluation of MinuteClinic primary care locations under Medical Center standards, reflecting MinuteClinic's expansion into delivering high-quality primary care. In 2006, MinuteClinic became the first retail clinic in the country to earn Joint Commission accreditation and has held it continuously for two decades.
MinuteClinic provider consults with a patient during primary care visit.
The Gold Seal of Approval® signals that Joint Commission has found an organization's care to be safe and high-quality. This accreditation, valid for up to three years, applies to medical services at more than 800 MinuteClinic locations nationwide as well as MinuteClinic Virtual Care™. This year's survey took a close look at MinuteClinic's growing adult primary care practice and aligned health system affiliations as well as its expanded behavioral health and virtual care offerings, and improvements to electronic health record safety and interoperability.
First evaluation under Medical Center standards
Joint Commission Medical Center standards place greater emphasis on longitudinal care, referrals and follow-up, diagnostic testing results, and the delivery and continuity of care within a primary care model. Approximately 80 percent of the MinuteClinic locations surveyed offer primary care, and these locations were evaluated under Medical Center standards. More than 65 percent of MinuteClinic locations now offer primary care to patients 18 and older through health system and payer affiliations.
The accreditation signals to patients, payers and the health care community that as MinuteClinic grows into primary care, it's held to the same rigorous standards for provision of care, infection control, medication management, lab test quality and safety, and other critical aspects of care expected of medical center settings.
"As MinuteClinic's focus on primary care grows, we're not loosening our grip on the rigor that's defined us for 20 years; we're extending it," said Jon Thiboutot, President of Retail Health at CVS Health. "Our first evaluation under Medical Center standards confirms that our foundation is only getting stronger as we take on more longitudinal and preventive care-focused relationships with the patients and communities we serve."
Site evaluations assessed patient care
From July 13 to 17, 2026, Joint Commission surveyors conducted a rigorous, on-site evaluation of more than 80 MinuteClinic sites across 17 states and Washington, D.C., reviewing MinuteClinic's performance in areas including care coordination, electronic health record use, infection prevention and control, medication management, and patient education and safety. Surveyors also assessed MinuteClinic's longitudinal primary care model, including processes that support ongoing patient relationships, care planning and preventive care. The review extended to MinuteClinic's virtual care offerings, including behavioral health.
"The best health care is accessible, affordable and comprehensive, caring for the whole person," said David Fairchild, MD, MPH, Chief Medical Officer of Retail Health at CVS Health. "MinuteClinic was built on the promise of quality care when and where patients need it, and our evolution into primary care extends that promise. We are excited to grow our practice guided by the Joint Commission-validated standards our clinicians have relied on for the past two decades."
The accreditation carries the Gold Seal of Approval®, which signals that Joint Commission has found an organization's care to be safe and high-quality. Valid for up to three years, it applies to medical services at more than 800 MinuteClinic locations nationwide and MinuteClinic Virtual Care™.
"Joint Commission congratulates MinuteClinic for achieving accreditation by demonstrating its focus on delivering safe and effective care of the highest quality and value," says Ken Grubbs, DNP, MBA, RN, executive vice president of Accreditation and Certification Operations and chief nursing officer, Joint Commission. "Through the accreditation process, we worked closely with MinuteClinic to enable and affirm the highest standards of healthcare quality and patient safety. Together, we are elevating care for all patients, and we appreciate MinuteClinic's collaboration throughout this process."
Joint Commission, which is celebrating its 75th anniversary, accredits more than 2,200 organizations under its Ambulatory Health Care Accreditation program, developing its standards with health care experts, providers, measurement specialists and patients.
MinuteClinic care network
MinuteClinic is one of the nation's largest networks of board-certified advanced practice providers, offering adult primary care as well as 195 additional health services for patients 18 months and older.
Nurse practitioners and physician associates provide prevention and wellness services at MinuteClinic, including weight-loss and women's health services, plus monitoring and management for chronic, cardiometabolic conditions such as high blood pressure, high cholesterol and diabetes. MinuteClinic's Virtual Care services are available 24/7 nationwide, giving patients quick access to care for common illnesses, chronic disease management and prescription refills.
MinuteClinic providers also diagnose, treat and write prescriptions for common illnesses as well as administer immunizations and treat wounds, sprains, skin conditions and more.
MinuteClinic's in-clinic Net Promoter Score (NPS) of more than 80 places it among the top performers in health care, an industry where scores generally range from +30 to +50 and anything above +70 is considered "world class."
Most major health insurance is accepted at MinuteClinic, and affordable self-pay options are available. Patients can schedule online at www.minuteclinic.com or through the CVS Health app seven days a week at most locations or visit a clinic for walk-in care.
About CVS Health
CVS Health is a leading health solutions company simplifying health care one person, one family and one community at a time. As of June 30, 2026, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 87 million plan members. The Company also serves an estimated 37 million people through a broad range of health insurance products and related services. The Company's integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.
Media contact
Shannon Dillon
(346) 291-7131
[email protected]
Akcie společnosti Strategy (MSTR) za poslední měsíc vzrostly o 17,4 %, zatímco Zacks jim ponechal rating č. 3 („držet“); firma se obchoduje s prémií vůči konkurentům.
Strategy (MSTR - 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 business software company have returned +17.4%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Strategy falls in, has lost 5.4%. 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.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Strategy is expected to post earnings of $21.50 per share, indicating a change of +155.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$23.74 points to a change of -55.9% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $17.88 indicates a change of +175.3% from what Strategy is expected to report a year ago. Over the past month, the estimate has changed -0.1%.
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, Strategy 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
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Strategy, the consensus sales estimate of $130.4 million for the current quarter points to a year-over-year change of +1.3%. The $503.53 million and $512.1 million estimates for the current and next fiscal years indicate changes of +5.5% and +1.7%, respectively.
Last Reported Results and Surprise HistoryStrategy reported revenues of $122.37 million in the last reported quarter, representing a year-over-year change of +6.9%. EPS of -$24.45 for the same period compares with $32.6 a year ago.
Compared to the Zacks Consensus Estimate of $126.95 million, the reported revenues represent a surprise of -3.61%. The EPS surprise was -146.98%.
Over the last four quarters, the company surpassed EPS estimates just once. 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.
Strategy 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 Strategy. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Magnite a LG Ad Solutions prodloužily partnerství o tři roky; SpringServe zůstane exkluzivním reklamním serverem pro CTV společnosti LG a reklamní prostor na domovské obrazovce bude k dispozici pro agentní nákup prostřednictvím Seller Agent společnosti Magnite.
Three-year deal extends exclusive CTV video ad serving through SpringServe and preferred programmatic partnership; deepens relationship across supply and activation | Source: Magnite, Inc.
NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, and LG Ad Solutions today announced a three-year extension of their partnership, with Magnite’s SpringServe continuing as LG Ad Solutions’ exclusive CTV video ad server and Magnite as a preferred programmatic partner across North America, APAC, and EMEA. As part of this expanded relationship, LG Ad Solutions is making its Home Screen inventory available for agentic buying through Magnite’s Seller Agent, building on the companies’ existing programmatic integration.
Independent advertising agency H/L is the first buyer to activate LG Home Screen inventory using Magnite’s agentic buying capabilities, on behalf of the Northern California Toyota Dealers Association. Timed to the fall football season, the campaign moves from media planning to execution through a single path, eliminating the manual steps typically required to launch a high-impact streaming campaign.
“As the first agency to activate home screen agentic ads through Magnite and LG Ad Solutions, we can move faster, reduce technical friction and create real audience connections on the largest screen in the home,” said Jeremy Cobb, VP at H/L. “Our clients get direct access to premium home screen inventory through the same stack as everything else we manage. It’s simpler, faster and built for performance.”
“Our expanded relationship with LG Ad Solutions reflects a shared desire to innovate at the speed of the market,” said Mike Laband, Group SVP, Revenue at Magnite. “By deploying our agentic technology for LG Home Screen inventory, we’re replacing manual execution with automated, high-precision workflows. Combined with LG Ad Solutions’ expanded use of ClearLine, we are creating simpler, more automated ways for buyers to access and activate LG inventory.”
“The Home Screen is where the streaming experience begins and where discovery can shape what viewers choose next," said Kelly McMahon, EVP, Global Operations at LG Ad Solutions. “Expanding our partnership with Magnite makes it easier for advertisers to buy the Home Screen through new, more automated ways of working. As buying evolves, we want to make it easier for advertisers to take advantage of everything the Home Screen can offer.“
The expanded partnership also strengthens the connection between LG Ad Solutions’ ad serving and programmatic buying infrastructure through Magnite’s SpringServe and ClearLine platforms. Bringing these capabilities together creates a more direct and efficient path between LG Ad Solutions’ premium CTV inventory and advertisers. LG Ad Solutions has also been an early adopter of Magnite's GenAI capabilities, announcing at NewFronts its use of Magnite's creative agent to generate Home Screen and video ad units.
About Magnite
We’re Magnite (NASDAQ: MGNI), the world’s largest independent sell-side advertising company. Publishers use our technology to monetize their content across all screens and formats including CTV, online video, display, and audio. The world’s leading agencies and brands trust our platform to access brand-safe, high-quality ad inventory and execute billions of advertising transactions each month. Anchored in bustling New York City, sunny Los Angeles, mile high Denver, historic London, colorful Singapore, and down under in Sydney, Magnite has offices across North America, EMEA, LATAM, and APAC.
About LG Ad Solutions
LG Ad Solutions, incorporated as Alphonso Inc., is a global leader in advanced advertising for Connected TV and cross-screen devices, driven by our mission to create meaningful connections between brands and their audiences. With a vast network of award-winning LG Smart TVs worldwide, we offer advertisers and content creators broad reach and targeted engagement on the largest screen in the home.
Li Auto Inc. Sponsored ADR (LI - 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 company have returned -0.1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Automotive - Foreign industry, to which Li Auto belongs, has lost 4.7% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate 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, Li Auto is expected to post a loss of $0.08 per share, indicating a change of +11.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of -$0.71 for the current fiscal year indicates a year-over-year change of -573.3%. This estimate has changed -29.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.16 indicates a change of +122.8% from what Li Auto is expected to report a year ago. Over the past month, the estimate has changed -49.4%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Li Auto.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Li Auto, the consensus sales estimate of $4.09 billion for the current quarter points to a year-over-year change of +6.4%. The $16.33 billion and $19.69 billion estimates for the current and next fiscal years indicate changes of +3.7% and +20.5%, respectively.
Last Reported Results and Surprise HistoryLi Auto reported revenues of $3.78 billion in the last reported quarter, representing a year-over-year change of -10.4%. EPS of -$0.25 for the same period compares with $0.14 a year ago.
Compared to the Zacks Consensus Estimate of $3.7 billion, the reported revenues represent a surprise of +2.33%. The EPS surprise was -2400%.
Over the last four quarters, Li Auto surpassed consensus EPS estimates times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Li Auto is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Li Auto. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Akcie společnosti Western Digital za tři měsíce klesly o 32,4 % navzdory tomu, že firma v pěti po sobě jdoucích čtvrtletích překonala odhady zisku. Plán Toshiby zdvojnásobit kapacitu HDD do fiskálního roku 2027 zvyšuje obavy z převisu nabídky.
Western Digital has beaten earnings five straight times, yet the stock keeps falling as a supply threat from a rival threatens to unravel the entire bullish case that has one Wall Street analyst calling for a massive rebound.
Western Digital (NASDAQ:WDC | WDC Price Prediction) currently trades at $380.71. Wall Street’s average price target is $668.50, which implies 75.6% upside.
Since spinning off its Flash business into Sandisk (NASDAQ:SNDK) in February 2025, Western Digital has made only hard disk drives. Management says “roughly 80% of data stored in a hyperscale data center resides on hard disk drives,” and that figure puts the company at the center of AI storage spending. The Street-high target of $1,050.00 from Melius Research analyst Ben Reitzes implies 175.8% upside.
The stock has fallen more than 30% and the consensus gap is above 40%. Meanwhile the business keeps beating estimates.
A 32% Slide Despite Five Straight Earnings Beats Supply fears did most of the damage. Nikkei reported that Toshiba plans to invest about ¥60 billion ($380 million) to double hard-disk-drive production capacity by fiscal 2027. That goes straight at the supply discipline that has been driving HDD pricing. A Bloomberg report that Seagate Technology (NASDAQ:STX) and Toshiba are competing for TDK’s magnetic-heads business followed, and WDC fell 6.93% to $411.04 in that session.
The decline started earlier. Western Digital’s fiscal Q4 report showed revenue of $3.75B, up 43.8%, and EPS of $3.56 against estimates of $3.29. Shares still fell roughly 9%–11%, a classic expectations correction. Over three months the stock is down 32.4%, from $563.14. It lost 7.38% in the past week alone, while the S&P 500 slid just 0.13%. With a beta of 2.169, WDC moves harder than the market in both directions.
Analysts Are Focused on Margins and Long-Term Contracts Gross margin is where the bullish argument begins. It rose from 43.9% to 54.4% across fiscal 2026, and guidance for the current quarter calls for 55–56%. Q1 FY27 guidance also points to revenue of about $4.10B and EPS of $4.00. Price per terabyte rose by a high teens percentage year over year, while cost per terabyte fell approximately 8%.
Visibility is the second pillar. Customer demand for long-term agreements reaches out to 2029, 2030, and 2031. According to the CEO, “Visibility remains very strong.” upcoming drivers include the 40TB ePMR ramp and a 44TB HAMR drive due in the first half of calendar year 2027, along with exabyte growth that management estimates at 25% plus. The next earnings report lands October 22.
Analyst view is skewed: 4 Strong Buys, 17 Buys, 5 Holds and zero Sells. After Q4, firms including Cantor Fitzgerald, Bernstein, Morgan Stanley and BofA raised or maintained their targets. Melius goes furthest. It argues that AI storage demand “will severely outpace supply” and that Wall Street underestimates storage earnings power (we featured seven suppliers riding the same AI data-center buildout, from power to cooling to storage, in a report available here). The weak spot is that Toshiba’s expansion challenges the supply assumption that thesis depends on.
Seagate Sold Off Too, While NetApp Ran Past Its Target The two big HDD makers fell together. Flash-focused storage moved the other way.
Seagate trades at $747.20, 34.6% below its 52-week high, after losing 9.92% over the past month. Its $1144.35 target implies 53.2% upside. Of 25 analysts, 22 have a Buy or Strong Buy rating, while 1 rates it Strong Sell. The Street sees less upside here than in WDC.
NetApp (NASDAQ:NTAP) rose 20.2% in a month to $239.01, which is above its $211.69 target and implies 11.4% downside. 12 of its 20 analysts rate it Hold, so targets are trailing the rally.
WDC has the largest implied upside in the group, and it also posts the deepest three-month decline.
WDC Is Still Up 121% This Year After Losing Half Its Peak Value At $380.71, WDC sits 52.4% below its 52-week high of $799.62. The 26 covering analysts set an average target of $668.50, or 75.6% upside. Targets are one data point, and they move after the fact.
Year to date the stock is still up 121.24%, compared with 14.1% for the S&P 500. It trades at a trailing P/E of 14 and a forward P/E of 23.
Supply Discipline Decides Whether This Discount Pays Off Western Digital’s bullish thesis holds if long-term contract pricing holds, margins clear 55% as guided and the HAMR launch stays on schedule. That path supports a return toward the mid-$600s.
It becomes a value trap if Toshiba’s added capacity floods the market, pricing per terabyte rolls over and concentrated hyperscaler buyers push back. HDDs have a long history of boom-and-bust cycles, and the market is pricing in that memory.
I lean bullish. Five straight beats, contracted visibility and a forward multiple in the low 20s give the consensus target real support. The $1,050 call needs a supply-constrained world that Toshiba is actively working to end.
Contact [email protected] for any questions or corrections.
Společnost Qualys představila TruRisk Eliminate 2.0 s TruConfidence, nástroj s umělou inteligencí pro automatizovanou nápravu kybernetických rizik. Stávající zákazníci TruRisk Eliminate získají bezplatnou aktualizaci.
TruConfidence brings AI-powered remediation intelligence to help organizations eliminate cyber risk at machine speed and increase confidence in business resiliency
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer of cloud-native cyber risk management, today announced TruRisk Eliminate™ 2.0 with TruConfidence™, a new remediation intelligence and orchestration engine that powers Qualys' vision for Autonomous RemOps, a new category for the frontier AI era. Built on Qualys' extensive experience of deploying half a billion patches with less than 0.1% rollback, of which 40% were deployed autonomously, TruRisk Eliminate combines the latest advances in autonomous remediation, remediation intelligence and orchestration to help organizations confidently eliminate cyber risk at machine speed while maintaining business resiliency and continuity.
TruRisk Eliminate brings AI-powered remediation intelligence for autonomous RemOps, while increasing confidence in business resiliency
As AI accelerates vulnerability discovery and exploitation, the ability to remediate risk has become a critical constraint. Security teams must not only determine what needs to be fixed, but also account for controls already protecting the environment, select the appropriate, safe remediation path, manage deployment risk across increasingly complex environments and verify that remediation succeeded without disrupting business operations. Traditional remediation processes, built around manual decisions, tickets and point solutions, were not designed for this level of speed or complexity.
"For years, security teams found vulnerabilities and IT operations teams patched them. That handoff was built for exploitation timelines measured in weeks. With frontier AI, those timelines are now measured in hours, and neither team can close that gap alone," said Jon Nelson, principal advisory director in the Security & Privacy practice, Info-Tech Research Group. "Qualys TruRisk Eliminate gives security a viable path to drive remediation at machine speed, with patch reliability scoring, progressive rollouts, and patchless mitigation that reduce the risk of disrupting operations."
TruConfidence is the cyber risk remediation and orchestration intelligence engine that turns TruRisk Eliminate into an operating model for Autonomous RemOps. It brings together the capabilities Qualys introduced over the past two quarters, including the AI-powered Patch Reliability Score, intelligent wave-based remediation orchestrated by Agent Sara, peer-to-peer distribution and compensating controls with intelligence drawn from half a billion real-world patch deployments. These capabilities enable organizations to reduce exposure with the least disruptive remediation, while avoiding duplicate protections already provided by existing controls. This establishes the core operating loop for Autonomous RemOps: fix the minimum, credit existing controls, choose the right remediation path, control the rollout, and prove that it held.
TruRisk Eliminate with TruConfidence enables organizations to:
Remediate across the entire hybrid attack surface. TruRisk Eliminate now reaches perimeter devices, cloud, and applications, not just agent-based endpoints, to patch, mitigate without a patch, uninstall, isolate or apply a custom fix wherever the exposure lives. Assets that cannot run an agent are remediated through Qualys scanners and existing security and IT integrations, so nothing is left waiting on a manual workaround.
Reduce exposure when patching is not the answer. TruConfidence first credits what existing security controls already protect, so teams avoid duplicate coverage. When exposures remain, built-in third-party mitigation intelligence identifies available compensating controls and applies mitigations through security tools customers already run on their perimeter and end points. This reduces exposure while a permanent fix is planned or validated, moving organizations from "wait for a patch" to "taking the right available action."
Ensure operational continuity, with no business disruption after remediation. After every action, TruRisk Eliminate monitors system health through integrations with partners such as Dynatrace, watching for CPU spikes, memory issues and other service-impacting conditions. When a fix does not hold, AI-powered Patch Failure Analysis explains why it happened and recommends the corrective action, such as a roll-back.
"Autonomous exploitation requires an equally automated remediation, but organizations' hesitation isn't about automation, it's a lack of confidence that it won't cause an outage", said Sumedh Thakar, president and CEO, Qualys. "That's why we're excited to introduce TruRisk Eliminate with TruConfidence, moving beyond patching to turn remediation intelligence into action with the Risk Operations Center (ROC) so organizations have the confidence to reduce cyber risk quickly while reducing outage concerns."
Availability
Qualys TruRisk Eliminate 2.0 with TruConfidence is now generally available with a free upgrade for existing TruRisk Eliminate customers. Qualys will demonstrate its vision for RemOps and how it advances the Risk Operations Center (ROC) at ROCon Americas 2026, October 14-15 in Austin, TX.
Additional Resources
Read our blog post, "TruConfidence: Why Your Patch Automation Can Finally Be Autonomous"
Register for the webinar, "From Backlog to Confidence: Autonomous RemOps Your Business Can Trust"
Sign up for a free trial of Qualys TruRisk Eliminate
Follow Qualys on LinkedIn, Instagram and X
About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a pioneer of cloud-native cyber risk management, helping organizations measure, communicate, and eliminate cyber risk. The Qualys platform and its solutions power the Risk Operations Center (ROC), unifying asset visibility, exposure management, risk prioritization, and remediation to help organizations continuously reduce risk across hybrid, multi-cloud, endpoint, and AI environments. Qualys equips security and IT teams for the Frontier AI Era with AI-speed detection, hyper-prioritization, and autonomous remediation. Trusted by more than 10,000 organizations globally, including most of the Fortune 100, Qualys helps customers transform cybersecurity into a measurable business function that strengthens resilience and drives business outcomes. For more information, visit www.qualys.com.
Media Contact:
Rachel Yap Winship
Qualys
[email protected]
AEP investuje zhruba 4 mld. USD do projektu palivových článků o výkonu 702 MW poblíž Cheyenne, který bude po dobu 20 let dodávat elektřinu společnosti Google.
, /PRNewswire/ -- American Electric Power (Nasdaq: AEP) plans to invest approximately $4 billion to advance a new 702-megawatt fuel cell generation project near Cheyenne, Wyoming, under a long-term 20-year power purchase agreement (PPA) with Google, marking a significant step in AEP's strategy to serve growing demand from large-scale customers.
Under the PPA, Google will acquire power from Cheyenne Fuel Cell, LLC, which is approximately 92% owned and controlled by AEP, and nearly 8% owned by funds advised by Basalt Infrastructure Partners, LLP. AEP and its partners plan to start construction in 2026, and the facility is expected to be fully operational by the end of 2028.
"As power demand continues to grow, AEP is bringing together new technologies and strong partnerships to deliver reliable, innovative energy solutions quickly and at scale," said Bill Fehrman, AEP chairman, president and chief executive officer. "This project demonstrates how we are creating new opportunities to meet evolving energy needs for customers both within and beyond our traditional service territory."
AEP's development and construction of this fuel cell generation facility is supporting Google's growing energy needs in the greater Cheyenne area. The planned facility uses advanced fuel cell technology developed by Bloom Energy that can be deployed rapidly and provide reliable, on-demand power to meet the needs of large-load customers. The technology generates electricity without combustion of natural gas, and the project includes plans to integrate carbon capture technology to deliver reliable, near-zero-emissions power. The project follows agreements reached between Google and Black Hills Corp., effective Sept. 30.
About AEP
American Electric Power (Nasdaq: AEP) is committed to improving our customers' lives with reliable, affordable power. We plan to invest $78 billion from 2026 through 2030 to enhance service for customers and support the growing energy needs of our communities. Our nearly 18,000 employees operate and maintain the nation's largest electric transmission system with 40,000 line miles, along with more than 252,000 miles of distribution lines to deliver energy to 5.6 million customers in 11 states. AEP also is one of the nation's largest electricity producers with approximately 33,000 megawatts of diverse owned and contracted generating capacity. We are focused on safety and operational excellence, creating value for our stakeholders and bringing opportunity to our service territory through economic development and community engagement. Our family of companies includes AEP Texas, Appalachian Power (in Virginia, West Virginia and Tennessee), Indiana Michigan Power, Kentucky Power, Ohio Power, Public Service Company of Oklahoma, and Southwestern Electric Power Company (in Arkansas, Louisiana, east Texas and the Texas Panhandle). AEP also owns AEP Energy, which provides innovative competitive energy solutions nationwide. AEP is headquartered in Columbus, Ohio. For more information, visit aep.com.
CHANDLER, Ariz., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) today announces the POL-05-20S-T, a radiation-tolerant, Point-of-Load (POL) converter, designed to address the demanding power requirements of space processing applications. The new device uses Gallium Nitride (GaN) power devices to deliver up to 20A of output current with high efficiency and power density.
The converter is supplied in a compact, 25g surface-mount package measuring 1.51” x 1.51” x 0.45”. By delivering 20A in this footprint, the device helps engineers manage the size, power and energy constraints that accompany increasingly capable onboard processing systems. The GaN-based design is intended to provide a combination of high efficiency, high power density and continuous current capability for challenging space power applications.
“Space designers are integrating increasingly powerful digital processing, creating demand for compact power solutions that can respond quickly, while operating reliably in harsh environments,” said Ronan Dillon, senior director of Microchip’s high-reliability and RF business unit. “The POL-05-20S-T extends our space power portfolio with a high-current GaN solution that helps customers achieve high power density, design flexibility and system-level reliability.”
The POL-05-20S-T is designed for high-current, fast-transient applications such as for the core voltage rails of FPGAs, microcontrollers, ASICs and other processing-intensive digital loads. It combines a synchronous buck topology with current-mode control to support fast current transients and stable operation. With a wide input range of 4.75V to 13.2V and adjustable 0.7V to 5V output, the device offers flexibility to address multiple power rails and system architectures.
Designed for harsh radiation environments, the POL-05-20S-T has electrical parameters specified before and after irradiation up to a Total Ionizing Dose (TID) of 50 krad. The device is characterized for Single Event Effects (SEE) up to a Linear Energy Transfer (LET) of 43 MeV·cm²/mg. It operates from −55°C to +100°C at full load, supporting systems exposed to wide temperature variations over the course of a mission.
To support reliable power delivery, the POL-05-20S-T incorporates remote sensing, undervoltage and overvoltage protection, soft start, an enable pin and power-good indication pin. Adjustable output voltage, a wide input range and output droop regulation further help designers tailor the converter to high-current loads requiring tight voltage regulation and rapid transient response.
Microchip delivers a comprehensive space power suite that is part of an end-to-end solution for space system designers, including EMI filters, DC-DC converters, point-of-load regulators, Hi-Rel discrete components, FPGAs and the PIC64-HPSC High-Performance Spaceflight Computing devices. Built on decades of space heritage, the portfolio helps customers simplify development, reduce design risk and accelerate deployment of mission-critical space systems. For more information about Microchip’s space solutions, visit the website.
Pricing and Availability
The POL-05-20S-T is now available in production quantities. You can purchase directly from Microchip or contact a Microchip sales representative or authorized worldwide distributor.
Resources
High-res images available through Flickr or editorial contact (feel free to publish):
• Application image: www.flickr.com/photos/microchiptechnology/55543010558/sizes/l
About Microchip Technology:
Microchip Technology Inc. is a broadline supplier of semiconductors committed to making innovative design easier through total system solutions that address critical challenges at the intersection of emerging technologies and durable end markets. Its easy-to-use development tools and comprehensive product portfolio supports customers throughout the design process, from concept to completion. Headquartered in Chandler, Arizona, Microchip offers outstanding technical support and delivers solutions across the industrial, automotive, consumer, aerospace and defense, communications and computing markets. For more information, visit the Microchip website at www.microchip.com.
Note: The Microchip name and logo and the Microchip logo are registered trademarks of Microchip Technology Incorporated in the U.S.A. and other countries. All other trademarks mentioned herein are the property of their respective companies.
StepStone spustila nástroj Total Portfolio Allocator pro modelování kombinovaných portfolií na veřejných a soukromých trzích, který využívá data od více než 20 000 generálních partnerů.
New interactive modeling tool combines goals-based planning with SPI by StepStone’s extensive proprietary private markets data to help financial professionals, Institutions and Retirement Plans immediately identify the impact an integrated private and public portfolio can have on investment goals | Source: StepStone Group Inc
NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading global private markets investment firm, today announced the launch of StepStone Total Portfolio Allocator, an interactive modeling tool that provides wealth management professionals and institutions a more informed way to explore how private markets complement public market portfolios.
Designed for private wealth firms and advisors, family offices, multi-family offices, small institutions, and defined contribution plan administrators, the tool makes sophisticated portfolio analysis intuitive and customizable. Leveraging SPI by StepStone, it incorporates unique data points, such as deal-level benchmarking, fund-level benchmarking, cash flow pacing model, real-time portfolio reporting and GP research into the calculations.
Users can begin with a public market risk profile, add private markets allocations across four asset classes and immediately compare hypothetical returns, volatility and risk-return metrics with an equivalent public-markets-only portfolio. They can also examine historical drawdowns and explore how modeled portfolios would have behaved through the Global Financial Crisis, COVID-19 and the 2022 rate shock—turning complex allocation questions into clear, visual comparisons.
“For decades, StepStone has helped sophisticated institutional investors build private markets portfolios around specific investment objectives,” said Brett Schlemovitz, Partner and President of StepStone Private Wealth Solutions. “StepStone Total Portfolio Allocator puts that experience into the hands of a broader range of U.S. investors. Whether the objective is growth, income or a combination of the two, users can explore how private and public investments may work together in a goals-based portfolio—using the depth of data and insight that distinguishes StepStone in the market.”
Built differently, StepStone Total Portfolio Allocator uses SPI by StepStone, which centralizes and analyzes private markets data from more than 20,000 general partners, 53,000 funds and 304,000 underlying investments. StepStone Total Portfolio Allocator brings proprietary intelligence into an accessible, interactive experience—giving users a private markets perspective that traditional portfolio tools may not provide. It is the most recent addition to StepStone Academy, the firm’s education platform for financial professionals, which offers resources on private markets fundamentals, individual asset classes and portfolio implementation.
“The breadth of SPI by StepStone gives this tool a private markets foundation that is difficult to replicate,” said Tyler Johnson, Partner and Chief Technology Officer, StepStone Group. “We transformed insights drawn from thousands of managers, funds and underlying investments into an intuitive modeling experience. Users can quickly test allocation tradeoffs, visualize hypothetical outcomes and better understand how private markets may align with their broader portfolio objectives.”
Financial professionals, institutions and defined contribution plan sponsors can explore the new StepStone Total Portfolio Allocator at https://total-portfolio-allocator.spi.stepstonegroup.com
About StepStone Group
StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. As of June 30, 2026, StepStone was responsible for approximately $913 billion of total capital, including $245 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.
ARLINGTON, Va., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) announced today that it has been awarded a $500 million ceiling indefinite-delivery/indefinite-quantity (IDIQ) contract with three-year period of performance from the Joint Interagency Task Force 401 (JIATF-401). The award positions DRS to support JIATF-401 mission needs through the rapid fielding of operationally relevant capabilities.
The JIATF-401 IDIQ is designed to increase speed and agility in delivering vetted Counter UAS (C-UAS) technologies and systems to operators. Under this contract, DRS will be eligible to compete for task orders that enable the rapid delivery of integrated C-UAS sensing capabilities supporting force protection and low-altitude air defense missions.
“Today’s threat environment is evolving faster than ever, and our customers need proven capabilities delivered at operational speed. This JIATF IDIQ positions DRS to accelerate the delivery of integrated C-UAS sensing technologies through rapid fielding of operationally relevant capabilities that help protect forces and strengthen low-altitude air defense as new threats emerge,” said John Baylouny, president and chief executive officer of Leonardo DRS.
“Our counter UAS and air defense radars have demonstrated proven detection, tracking, and force protection performance in operational environments,” said Max Cohen, senior vice president, general manager at Leonardo DRS RADA Technologies business unit. “We design, manufacture, and deliver combat-proven sensing systems at speed, and we’re ready now to support JIATF with mission-ready expeditionary radar capability that can be fielded rapidly as operational needs for C-UAS evolve.”
DRS manufacturers combat-proven radar and sensing solutions that support mission sets including counter-UAS, counter-rocket, artillery, and mortar, and short-range air defense, helping to provide persistent situational awareness and threat tracking for deployed forces. Backed by deep mission expertise and rapid design and manufacturing capabilities, the team supports customers from concept through production and sustainment to meet evolving threats with speed, scale, and reliability.
This IDIQ contract award positions DRS to compete for future task orders throughout the contract’s period of performance.
About Leonardo DRS
Leonardo DRS, Inc. (Nasdaq: DRS) is at the forefront of developing transformative defense technologies using its proven agility and delivering innovative solutions for U.S. national security customers and allies worldwide. We specialize in rapidly providing high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion. Our reputation as a trusted provider is built on a continuous focus on practical innovation, delivering quality, and meeting our customers’ most demanding mission requirements. For further information on our complete range of capabilities, visit www.LeonardoDRS.com.
Forward-Looking Statements
This communication contains statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Those statements reflect current expectations, assumptions and estimates of future performance and economic conditions. The company cautions investors that any forward-looking statements which include contract values, contract performance and our development and production of products are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in or implied by such forward-looking statements.
Itron rozšíří spolupráci se společností Duquesne Light Company a nasadí 20 000 zařízení s distribuovanou inteligencí, která zlepší detekci výpadků a přehled o síti.
Builds on Duquesne Light Company's existing AMI 1.0 investments and smart streetlight networkDeploys 20,000 Itron distributed intelligence-enabled endpoints to improve fault detectionEnhances grid visibility, operational intelligence and real-time decision-making capabilities
“At Duquesne Light Company, we are focused on investing in technologies that improve reliability, strengthen grid resilience and deliver value for our…”
LIBERTY LAKE, Wash., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), the intelligent infrastructure provider for modern energy and water management, is expanding its collaboration with Duquesne Light Company (DLC) to support the Pennsylvania utility’s transition to next-generation Advanced Metering Infrastructure (AMI) with Itron’s Grid Edge Intelligence (GEI).
DLC, which serves more than 600,000 customers in the Pittsburgh region, currently operates Itron’s OpenWay® smart meter network and is building on that foundation with Itron’s OpenWay Forward, a phased modernization approach that enables utilities to evolve from AMI 1.0 meter-to-cash automation to AMI 2.0 grid orchestration. With this transition, DLC will have greater visibility across the grid, improved reliability and be able to make more informed operational decisions.
As utilities look to modernize aging AMI systems while managing costs and minimizing disruption, DLC has identified reliability, resiliency and leveraging advanced technology to enhance operational performance and customer service as key priorities.
With OpenWay Forward, DLC can extend the value of its existing infrastructure while adding GEI and distributed intelligence capabilities over time, enabling more intelligence and decision-making at the grid edge and helping reduce upfront replacement costs, preserve continuity of operations and billing, and align modernization investments with business objectives.
The expanded collaboration is expected to support capabilities including:
DI-enabled fault detection, supported by an initial deployment of 20,000 DI endpoints to improve outage detection and response.
Enhanced visibility into distributed energy resources and behind-the-meter activity, supporting a more comprehensive view of the distribution system.
A unified operations platform enabled by Itron’s UtilityIQ® software suite, a universal headend system bringing together operational data and insights.
Real-time and near real-time grid-edge visibility and decision support through edge computing, enabling intelligence at the grid edge and helping operators respond more effectively to changing conditions.
“At Duquesne Light Company, we are focused on investing in technologies that improve reliability, strengthen grid resilience and deliver value for our customers today while preparing our system for future energy needs,” said Mitch Davda, director of meter operations at DLC. “By building on our longstanding partnership with Itron, we can now enhance visibility across the grid, improve outage response and unlock new capabilities to build a more intelligent and adaptive electric system in a practical, affordable way.”
“OpenWay Forward is not simply a migration project. It is a supported operational transition designed to help utilities modernize while protecting existing investments and minimizing disruption,” said John Marcolini, senior vice president of Networked Solutions at Itron. “As utilities evaluate how to evolve their existing AMI systems to support more advanced use cases, Duquesne Light Company is taking a path to Grid Edge Intelligence that makes the most of prior investments, accelerates time to value and enables modernization at a pace that aligns with their business objectives.”
About Itron
Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live and thrive. Join us as we create a more resourceful world: www.itron.com.
Itron®, the Itron Logo, OpenWay, and UtilityIQ are registered trademarks of Itron, Inc. in the United States and other countries and regions. All third-party trademarks are property of their respective owners and any usage herein does not suggest or imply any relationship between Itron and the third party unless expressly stated.
Illumina uvedla platformu BioInsight, která sjednocuje analýzy, umělou inteligenci a biologická data pro genomický a multiomický výzkum; zahrnuje také DRAGEN v4.6.
The new platform brings together advanced analysis, purpose-built AI, and curated biological data so researchers can move more quickly from complex genomic and multiomic data to actionable insight
Included in the new platform, latest DRAGEN update expands access to Illumina's award-winning secondary analysis across supported cloud and standard computing environment
, /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today debuted the Illumina BioInsight Platform, the company's first unified software environment designed to help researchers turn complex genomic and multiomic data into meaningful biological evidence. By bringing together Illumina's analysis applications, purpose-built AI innovations, and curated data resources in one environment, the platform delivers flexibility and accessibility, while reducing the need to assemble and manage separate informatics tools as research questions evolve.
Illumina today debuted the Illumina BioInsight Platform, the company’s first unified software environment.
BioInsight Data converts public and proprietary datasets into a harmonized, annotated, and reusable scientific catalog, alongside AI models designed specifically for genomics and multiomics applications. "BioInsight was built on an incredible history of data, software, and AI innovation that Illumina has delivered in the industry for more than a decade," said Rami Mehio, senior vice president and general manager of BioInsight at Illumina. "Now, BioInsight is accelerating our pace of innovation, and with the BioInsight Platform we are bringing customers one simple place to access the full breadth of our offerings across software, AI, and data. And the best part is, we are only getting started. Customers that use the BioInsight Platform will also have access to new capabilities in the future, empowering them to drive the next wave of biological insights for our industry."
Next-generation sequencing has transformed researchers' ability to generate genomic and multiomic data. However, the scale and complexity of those datasets have created a new challenge: turning data into insight efficiently. Illumina's BioInsight business unit was created one year ago to address that gap. AI has become an essential technology for quickly interpreting biological variation and prioritizing meaningful signals. The BioInsight Platform gives researchers access to Illumina's portfolio of genomic AI innovations, including the newly announced SpliceAI2 model for rare disease research.
With the launch of the BioInsight Platform, the business unit now brings together Illumina's data, AI, and software portfolio in an accessible single sign on. The BioInsight business also includes programs such as the Billion Cell Atlas, which connects proprietary data with leading biopharma partners to help advance the next generation of drug discovery and development.
Purpose-built AI helps researchers interpret biological variation at scale
The BioInsight AI Lab, the research arm of BioInsight, applies multiomic data and AI for variant effect prediction, variant effect prioritization, and training biological foundation models. Purpose-built for genomics, these AI models help researchers identify, prioritize, and interpret biologically relevant signals across increasingly complex datasets, enabling deeper exploration of disease biology and genetic variation.
DRAGEN v4.6 expands access to high-performance secondary analysis
Included with the BioInsight Platform is the newly released version of DRAGEN, DRAGEN v4.6, which expands where and how researchers can use the award-winning secondary analysis software. Data-residency requirements, infrastructure limitations, and operational needs can affect where and how genomic and multiomic analyses are performed. New deployment options, including DRAGEN software mode, allow organizations to run DRAGEN across supported cloud and standard CPU environments. DRAGEN v4.6 delivers consistent analysis across supported compute environments, giving organizations more flexibility to run DRAGEN in the environment that best fits their needs while maintaining confidence in their results.
Researchers are already leveraging DRAGEN software mode to support large-scale genomic discovery efforts. In collaboration with the Global Parkinson's Genetics Program (GP2), a resource program of Aligning Science Across Parkinson's (ASAP) in partnership with The Michael J. Fox Foundation for Parkinson's Research (MJFF), DRAGEN is supporting approximately 170 active research projects investigating the genetic basis of Parkinson's disease. Faster processing and the ability to run analyses efficiently and consistently on a public cloud environment is helping GP2 accelerate and share their large genomic cohort studies.
"GP2 is driving research all around the world to investigate genetic risk and broaden our understanding of Parkinson's disease," said Andrew Singleton from the Global Parkinson's Genetics Program. "Software advances are crucial to help our researchers make sense of genetic data in a consistent, comprehensive, and scalable analysis environment. The combination of speed and scalability allows us to focus more on scientific questions and less on operational bottlenecks."
Curated biological data helps researchers put findings in context
The BioInsight Platform features expertly curated datasets for research spanning oncology, rare disease, population health, and multiomics. BioInsight Data converts public and proprietary datasets into a harmonized, annotated, and reusable scientific catalog, alongside AI models designed specifically for genomics and multiomics applications. These continuously updated datasets enable researchers to contextualize findings across studies, generate new hypotheses, and accelerate biological discovery.
The BioInsight Platform brings together Illumina's growing portfolio of informatics applications, including DRAGEN, Emedgene, Connected Multiomics, BioInsight Platform Core, BaseSpace, and BioInsight Data. The usage-based BioInsight Credits model replaces traditional annual subscriptions, letting researchers adopt the capabilities most relevant to their work while maintaining flexibility to evaluate new technologies as scientific needs evolve.
BioInsight is Illumina's data, software, informatics, and AI business, helping researchers, healthcare organizations, and biopharma companies transform genomic and multiomic data into biological insights. BioInsight enables customers to accelerate discovery, identify and validate drug targets, deepen understanding of disease biology, and advance precision medicine. BioInsight's growing portfolio includes the groundbreaking BioInsight AI Lab as well as resources such as the Billion Cell Atlas, which helps biopharma partners connect genetic signals to cellular mechanisms and biological function.
Illumina will showcase the BioInsight Platform next week at the American Society for Human Genetics (ASHG) annual meeting in Montreal (booth #701). To learn more, researchers can sign up for a free trial of the BioInsight Platform here.
About Illumina
Illumina is improving human health by unlocking the power of the genome. Our focus on innovation has established us as a global leader in DNA sequencing and array-based technologies, serving customers in the research, clinical, and applied markets. Our products are used for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. To learn more, visit illumina.com and connect with us on X, Facebook, LinkedIn, Instagram, TikTok, and YouTube.
CHICAGO, Oct. 14, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) announced today that it is making it easier for millions of Americans to find personalized credit offers that meet their needs. The company's new innovation delivers smarter matching by combining Bankrate's lender marketplace with TransUnion's credit data and Monevo offers technology.
Building on more than a decade of collaboration with Bankrate, the capability gives consumers a more personalized experience and helps lenders and publishers reach consumers with more relevant offers. Consumers can access the offering today in TransUnion Credit Essentials, a free credit app and web experience that helps consumers take control of their financial health.
"Consumers have many credit choices and not enough clarity," said Steve Chaouki, President, U.S. Markets, TransUnion. "By combining TransUnion's data with our Monevo offers platform and Bankrate's lender partnerships, we've built a capability that makes offers more precise. Credit Essentials is our first proof point, and we'll bring this to many more experiences where consumers and lenders meet."
Bankrate's broad network of lender relationships and its marketplace and auction technology put lenders in real-time competition for consumers, so matches cover more products, more providers and more competitive offers. Monevo draws on multiple sources, including credit data, alternative data and consumer intent signals. Its decisioning engine then matches each consumer with highly personalized credit offers from a broad panel of lenders. Consumers see offers that can fit their needs, so they can choose with clarity and confidence.
Because partners can embed the capability through a seamless, low-lift technical integration, consumers can access personalized offers wherever they make financial decisions. It’s available today in Credit Essentials and can extend to publisher and affiliate sites, co-branded experiences for financial institutions and brands and AI assistants, where more consumers now start their search for credit.
TransUnion Credit Essentials Gaining Momentum
Millions of consumers have registered for Credit Essentials since its May 2025 launch, with membership growing approximately 50% in the last year alone. TransUnion's Q3 2026 Consumer Pulse study shows that more than half of Americans (53%) check their credit report at least monthly, and nearly all (93%) believe monitoring their credit report is important. Among consumers who check their credit report, one in 10 do so to learn which credit offers they may qualify to receive.
Credit Essentials gives consumers free daily access to their TransUnion credit report and score, real-time alerts about critical changes, credit education and personalized credit offers across credit cards, personal loans, mortgages, home equity, auto refinance, insurance and savings accounts, all in one place.
"Bankrate and TransUnion have helped consumers make smarter financial decisions for years," said Matt Fellowes, CEO, Bankrate. "TransUnion's data and identity insights, combined with Bankrate's lender relationships, auctions and marketplace, help consumers find the right products with confidence."
Credit Essentials is the first of many experiences the combined capability will power. TransUnion and Bankrate are exploring more product types to extend the offers to publishers, partners, lender platforms and AI-driven channels.
Learn more about Credit Essentials here.
About TransUnion (NYSE: TRU)
TransUnion is a global information and insights company with over 13,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments, we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.
http://www.transunion.com/business
About Bankrate
Bankrate is where Americans go to get the best price on life’s most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate’s rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real-time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top-tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.
Opening on Florida's Atlantic coast brings the Company's Florida dispensary count to 79 and 189 nationwide
, /PRNewswire/ -- Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf" or the "Company"), a leading international provider of consumer cannabis products, today announced the opening of a new Florida dispensary: Curaleaf Wellington, located at 2495 S State Road 7, Suite 101, Wellington, FL 33414. The new store increases the Company's Florida footprint to 79 dispensaries and its nationwide total to 189 stores.
Located in Palm Beach County, Curaleaf Wellington sits on State Road 7 in the Wellington Green commercial district, near The Mall at Wellington Green and the Forest Hill Boulevard intersection, putting it within easy reach of patients in Wellington, Royal Palm Beach, Greenacres, and Lake Worth. Home to more than 61,000 residents, the Village of Wellington is best known as a world-class equestrian destination. Each winter, Wellington International hosts the Winter Equestrian Festival, the largest and longest-running horse show in the world, while the village's 9,000-acre Equestrian Preserve protects the polo fields, show grounds, and more than 100 miles of public bridle trails that define daily life there. That identity carries into the store itself, where a custom mural features locally inspired artwork celebrating the community and its equestrian heritage. The store will offer a wide range of products, including Curaleaf's Florida-exclusive Reef flower, Dark Heart ultra-premium flower, FIND flower, Anthem pre-rolls, and the Select Briq 2 all-in-one vape.
"Florida is one of the most important medical cannabis markets in the country, and its patient community keeps growing," said Boris Jordan, Chairman and CEO of Curaleaf. "Every new store we open is a commitment to grow alongside that community. With Wellington, we're bringing reliable care and high-quality products closer to home for more patients across Palm Beach County."
A grand opening celebration will take place at Curaleaf Wellington on Friday, October 16 and Saturday, October 17, beginning at 9:00 A.M. ET both days. The celebration will feature special promotions, giveaways, and in-store activations. Promotional offers include a spend-and-get pre-roll offer, a free eighth for the first 25 patients with a qualifying medical card each day, and a free 0.5g Curaleaf 510 cartridge with a qualifying purchase.
Curaleaf Wellington will operate Monday through Saturday from 9:00 A.M. to 8:30 P.M. ET, and Sunday from 10:00 A.M. to 7:00 P.M. ET. For more information about Curaleaf's Florida dispensaries, products, and patient resources, please visit https://curaleaf.com/dispensary/florida.
About Curaleaf Holdings
Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company and its brands, including Curaleaf, Select, Grassroots, FIND, Dark Heart, and Anthem, provide industry-leading service, product selection and accessibility across the medical and adult-use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Curaleaf is listed on the Toronto Stock Exchange under the symbol CURA and trades on the OTCQX market under the symbol CURLF. For more information, please visit https://ir.curaleaf.com.
Forward-Looking Statements
This media advisory contains forward-looking statements and forward-looking information within the meaning of applicable securities laws. These statements relate to future events or future performance. All statements other than statements of historical fact may be forward–looking statements or information. Generally, forward-looking statements and information may be identified by the use of forward-looking terminology such as "plans", "expects" or "proposed", "is expected", "intends", "anticipates", or "believes", or variations of such words and phrases, or by the use of words or phrases which state that certain actions, events or results may, could, would, or might occur or be achieved. More particularly and without limitation, this news release contains forward-looking statements and information concerning the opening of a dispensary in Wellington, Florida. Such forward-looking statements and information reflect management's current beliefs and are based on assumptions made by and information currently available to the company with respect to the matter described in this news release. Forward-looking statements involve risks and uncertainties, which are based on current expectations as of the date of this release and subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Additional information about these assumptions and uncertainties is discussed in the Company's Form 8-K dated August 5, 2026 together with the annual report on Form 10-K for the year ended December 31, 2025 and the quarterly report on Form 10-Q for the quarter ended March 31, 2026, attached as exhibits thereto, as well as the Form 10-Q for the quarter ended June 30, 2026, each of which documents have been filed on the Company's EDGAR profile at www.sec.gov/edgar and SEDAR+ profile at www.sedarplus.ca, and as described from time to time in documents filed by the Company with the U.S. Securities and Exchange Commission and the Canadian securities regulatory authorities. Forward-looking statements contained herein are made only as to the date of this press release and we undertake no obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law. We caution investors not to place considerable reliance on the forward-looking statements contained in this press release. The Toronto Stock Exchange has not reviewed, approved or disapproved the content of this news release.
