Track market-moving stories before they get noisy

Analysts on Wall Street project that S&P Global (SPGI - Free Report) will announce quarterly earnings of $4.49 per share in its forthcoming report, representing an increase of 1.4% year over year. Revenues are projected to reach $3.65 billion, declining 2.9% from the same quarter last year.

Over the last 30 days, there has been a downward revision of 8.3% 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 release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

That said, let's delve into the average estimates of some S&P Global metrics that Wall Street analysts commonly model and monitor.

The average prediction of analysts places 'Total revenue- Market Intelligence' at $1.26 billion. The estimate points to a change of +3.6% from the year-ago quarter.

The combined assessment of analysts suggests that 'Total revenue- Ratings' will likely reach $1.31 billion. The estimate indicates a year-over-year change of +14.4%.

Analysts' assessment points toward 'Total revenue- Indices' reaching $534.82 million. The estimate suggests a change of +19.9% year over year.

Analysts forecast 'Total revenue- Mobility' to reach $473.00 million. The estimate indicates a year-over-year change of +8%.

Analysts expect 'Revenue by Type- Non-subscription / Transaction' to come in at $728.34 million. The estimate suggests a change of -2.2% year over year.

According to the collective judgment of analysts, 'Revenue by Type- Non-transaction Revenue' should come in at $592.33 million. The estimate suggests a change of +18% year over year.

The consensus among analysts is that 'Adjusted Operating Profit- Market Intelligence' will reach $451.57 million. Compared to the current estimate, the company reported $430.00 million in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Adjusted Operating Profit- Indices' should arrive at $378.83 million. The estimate compares to the year-ago value of $318.00 million.

Analysts predict that the 'Adjusted Operating Profit- Ratings' will reach $885.34 million. Compared to the present estimate, the company reported $752.00 million in the same quarter last year.

View all Key Company Metrics for S&P Global here>>>

Over the past month, shares of S&P Global have returned +6.6% versus the Zacks S&P 500 composite's +0.4% change. Currently, SPGI carries a Zacks Rank #5 (Strong Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Key Takeaways Annaly expanded its Agency portfolio by nearly $3 billion to $95 billion in market value.NLY purchased $7.1 billion of loans in Q2, with Residential Credit at $10.4 billion.Annaly's MSR portfolio held $4.1 billion in market value as it grew its seller network. Annaly Capital Management, Inc. (NLY - Free Report) emphasized the strength of its diversified housing finance platform on its second-quarter 2026 earnings call, with management focusing on disciplined capital allocation, conservative leverage and opportunities across Agency securities, Residential Credit and mortgage servicing rights.

Executives highlighted continued dividend coverage, portfolio growth and selective deployment of new capital while addressing macro uncertainty, rate volatility and investor questions around future allocation priorities.

NLY Emphasizes Diversified PlatformCEO and co-chief investment officer David Finkelstein said that the company delivered a 5.5% economic return in the quarter while maintaining conservative economic leverage of 5.6 times. He noted that earnings available for distribution exceeded the dividend for the ninth consecutive quarter, supporting the increase in the quarterly common dividend to $0.75 per share.

NLY reported earnings available for distribution of $0.79 per average common share, beating the Zacks Consensus Estimate of $0.75. Revenues were $488.2 million, missing the Zacks Consensus Estimate of $509 million.

Management stated that portfolio positioning remained focused on balancing attractive returns with risk control as interest rate uncertainty continued. The company ended the quarter with a 97% hedge ratio and maintained a conservative approach to managing rate exposure.

Annaly Expands Agency PortfolioAnnaly increased its Agency portfolio by nearly $3 billion during the quarter, bringing the portfolio to $95 billion in market value. Finkelstein added that Agency capital allocation increased to 57% as the company invested newly raised capital into higher-coupon TBA securities and specified pools.

Management said that Agency spreads benefited from stronger technical conditions, including fixed-income inflows, overseas investor demand and activity in the collateralized mortgage obligation market. The company also adjusted its portfolio by reducing exposure to certain lower-coupon securities and adding higher-coupon opportunities.

Annaly’s executives highlighted continued focus on managing prepayment risk through portfolio construction. They said that specified pools remain an important tool for adding call protection while maintaining flexibility across Agency investments.

NLY Targets Residential Credit GrowthFinkelstein stated that Residential Credit remained an area where the company sees attractive risk-adjusted opportunities. The portfolio ended the quarter at $10.4 billion in market value and represented 22% of dedicated capital.

Michael Fania, co-chief investment officer and head of residential credit, said that Annaly purchased $7.1 billion of loans during the quarter, supported by its correspondent channel and whole loan relationships. He highlighted the company’s expanded sourcing network and operational infrastructure as key advantages.

Fania added that credit quality remained strong, citing a lock pipeline with a 765 FICO score and 67% combined loan-to-value ratio. He said that the company remains disciplined on pricing and return targets despite increased market competition.

Annaly Builds MSR FlexibilityAnnaly’s Mortgage Servicing Rights portfolio remained relatively stable at $4.1 billion in market value, representing 21% of dedicated capital. Management said that the business continued to benefit from its operating-light structure and use of sub-servicing partners.

Ken Adler, head of mortgage servicing rights and portfolio analytics, said that the company’s model allows it to participate in MSR transactions without the same operational requirements as traditional servicers. He noted that this structure supports flexibility when sourcing assets.

Adler also highlighted growth in the flow purchase channel, saying the company has expanded its seller network and uses detailed pricing analytics to evaluate MSR opportunities.

NLY Addresses Capital AllocationDuring Q&A, a Piper Sandler analyst asked where incremental capital would be deployed across the company’s three strategies. Finkelstein said that Residential Credit offered strong opportunities, while Agency investments remained attractive because of favorable market conditions.

Finkelstein added that the company’s recent capital raises were designed to support growth in Residential Credit and MSR while maintaining disciplined valuation standards. He noted that capital raised over the prior two years helped expand these businesses.

A UBS analyst asked about mortgage spreads and market uncertainty. Management responded that low volatility, strong demand and supply conditions were key factors influencing the current investment environment.

Annaly Maintains Strategic FocusAnnaly entered the second half of 2026 focused on selective growth across its three investment strategies. Management emphasized scale, liquidity and capital discipline as central components of its approach.

The company ended the quarter with $9.6 billion of assets available for financing, including cash and unencumbered Agency mortgage-backed securities, providing additional financial flexibility.

Executives continued to prioritize opportunities where the company can deploy capital while maintaining conservative risk controls and supporting earnings distribution.

NLY’s Zacks Rank and Style ScoreNLY carries a Zacks Rank #3 (Hold) at present, which indicates that the stock’s current earnings estimate revision trend is consistent with a neutral outlook. The Zacks Rank can change as analysts update earnings estimates following quarterly results. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock has a Value Score of C, a Growth Score of F, a Momentum Score of A and a VGM Score of D. The Zacks Style Score evaluates value, growth, momentum and combined characteristics, with higher grades indicating stronger attributes within each style category.

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Monthly dividend payers are the quiet workhorses of a retirement paycheck. They align with monthly bills, compound faster when reinvested, and let retirees stop watching a calendar for quarterly deposits. Consider the flagship of the group: Realty Income (NYSE:O | O Price Prediction) has paid uninterrupted monthly dividends spanning over 25+ years, and shares have returned 769.14% on an adjusted basis over the last 20 years. That is the kind of compounding that makes retirees wish they had started two decades ago. Here are five monthly payers built for income investors, ranked by how well the dividend is actually covered.

Realty Income (O) Realty Income yields 5.11% at a recent price of $65.53, paying a monthly dividend of $0.271. This is the name that defined the category. The company has declared 670 consecutive monthly dividends and has notched its 114th consecutive quarterly increase, with 133 raises since its NYSE listing in 1994.

Safety leads here. Q1 2026 AFFO per share came in at $1.13, up 6.6% year over year, and management raised 2026 AFFO guidance to $4.41 to $4.44, comfortably covering the $3.246 annualized dividend. Portfolio occupancy sits at 98.9%, rent recapture was 103.4%, and Net Debt to Adjusted EBITDAre improved to 5.2x from 5.4x. For income investors, this is a monthly paycheck machine backed by nearly 15,000 net-lease properties and a private-capital joint venture with Apollo. The caveat: Q1 2026 included $129.3 million in impairment provisions, and per-share AFFO growth remains slow at REIT scale.

Main Street Capital (MAIN) Main Street Capital (NYSE:MAIN) yields 5.73% and is a business development company that pairs a regular monthly dividend with a supplemental quarterly dividend. The regular monthly rate is $0.26 per share for April, May, and June 2026, a 4.0% increase year over year, and management has now paid 19 consecutive quarterly supplemental dividends. Data confirms uninterrupted monthly dividend payments for 19+ years (253 total records from 2007-2026).

Coverage is what makes MAIN stand apart in the BDC space. Q1 2026 distributable net investment income was $1.00 per share, and full-year 2025 return on equity hit 17.1%. NAV per share ticked up to $33.46 from $33.33, non-accruals sit at just 1.2% of the portfolio at fair value, and the internally managed cost structure runs a lean 1.3% to 1.4% of assets. Trailing EPS of $4.75 covers the base dividend with room to spare. The risk: revenue fell 17.9% year over year in Q1 2026, and floating-rate BDC income is sensitive to Fed rate cuts.

STAG Industrial (STAG) STAG Industrial (NYSE:STAG) yields 3.78%, the lowest headline yield in this bundle but the one backed by the strongest operating fundamentals. The current monthly dividend is $0.3875, and STAG has kept uninterrupted monthly dividend payments for the entire 13+ year history since 2011.

Industrial demand is doing the heavy lifting. Q4 2025 EPS came in at $0.44 versus a $0.22 estimate, revenue reached $220.9 million, up 10.8% year over year, and Core FFO per diluted share hit $0.66, up 11.4%. Cash Rent Change ran 16.3% in Q4 and 24.0% for the full year on new and renewal leases, with occupancy at 97.2%. Management has already addressed 69.2% of 2026 leasing at a 20.0% Cash Rent Change, with an acquisition pipeline of $3.6 billion across 169 buildings. Shares have compounded 170.41% on an adjusted basis over ten years. The caveat: interest expense is rising, with Term Loan G stepping from 1.70% to 3.94% in February 2026.

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EPR Properties (EPR) EPR Properties (NYSE:EPR) yields 5.91% at a monthly payout of $0.31, annualized to $3.72. That represents a 5.1% increase from the prior year and continues the steady rebuild that began after EPR reinstated its dividend in July 2021 at $0.25 per share following a 16-month suspension during the pandemic.

Coverage has improved meaningfully. Q1 2026 FFOAA per diluted share was $1.26, up 5.9% year over year, and 2026 FFOAA guidance was raised to $5.37 to $5.53, easily covering the $3.72 dividend. The portfolio is 99% leased or operated across 335 properties with a 2.0x coverage ratio, and a recent $315 million Six Flags portfolio acquisition of six US attractions extends the experiential real estate strategy. Consumer experience spending grew 7% in 2024-2025. The caveat is real: EPR’s top three tenants (Topgolf, AMC, Regal) generate 38.3% of revenue, and $629.6 million in debt matures in 2026.

AGNC Investment (AGNC) AGNC Investment (NASDAQ:AGNC) yields 12.7%, an ultra-high-yield that comes with the loudest risk disclosure in this bundle. The monthly dividend is $0.12 per share, and management has maintained that rate for 6+ years of stable $0.12 monthly dividend since April 2020.

The safety picture is nuanced. Q1 2026 net spread and dollar roll income was $0.42 per share, up from $0.35, which covers the $0.36 quarterly dividend. But AGNC also posted a net loss of $0.17 per share, and tangible net book value declined 5.6% to $8.38 per share as Middle East volatility widened Agency MBS spreads. Full-year 2025 was much stronger, with Economic ROTCE of 22.7% and a total stock return of 34.8% with dividends reinvested. Long-term investors should not forget the history: AGNC cut from $0.16 to $0.12 per share in March 2020, and dividends peaked at $1.40 per month in 2010-2011. This is the yield you take when you accept book-value volatility, not a set-and-forget anchor. With the 10-year Treasury at 4.55%, the yield premium is real but so is the spread risk.

The Bigger Picture for Monthly Income These five names span the safety spectrum retirees actually face. O and MAIN offer the cleanest coverage and the longest unbroken payment streaks, STAG delivers the strongest operating growth at a lower headline yield, EPR pays a higher yield tied to a real recovery story, and AGNC delivers double-digit income but requires a stomach for book-value swings. With core PCE inflation running at a 90.9th percentile ranking over the past year, the case for growing monthly income, not just fixed coupons, keeps getting stronger.

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Investors seeking financial exposure can choose between the broad-market State Street Financial Select Sector SPDR ETF (XLF -0.70%), which offers low-cost diversified access to the sector, or the more targeted State Street SPDR S&P Bank ETF (KBE -1.54%), for a more concentrated bet on the banking industry.

Both funds are managed by State Street (STT -0.20%), but they serve different roles in a portfolio -- XLF tracks the heavyweights of the S&P 500's financial sector, while KBE uses a modified equal-weighted strategy to provide exposure to banks across the market cap spectrum.

Snapshot (cost & size)MetricKBEXLFIssuerState StreetState StreetExpense ratio0.35%0.08%1-year return (as of July 21, 2026)22.03%8.75%Dividend yield2.15%1.51%Beta1.120.75AUM$1.5 billion$51.4 billionBeta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

XLF is the cheaper option, with a 0.08% expense ratio compared to KBE’s 0.35%. Income-focused investors may prefer KBE, which carries a dividend yield of 2.15% versus XLF’s 1.40%.

Performance & risk comparisonMetricKBEXLFMax drawdown (5 yr)(45.26%)(25.82%)Growth of $1,000 over 5 years (total return)$1,639$1,688What's insideLaunched in 1998, XLF holds 76 positions and provides broad exposure across financial services. Its largest positions include Berkshire Hathaway (BRKB +0.01%) at 12.1%, JPMorgan Chase & Co. (JPM -0.06%) at 11.5%, and Visa (V -0.91%) at 7.5%.

KBE holds 103 positions and focuses specifically on banking and its associated sub-industries, including asset management and mortgage finance. Top holdings include Rocket Companies (RKT -5.36%) at 1.2%, Nicolet Bankshares (NIC -0.84%) at 1.1%, and The Bancorp (TBBK -2.63%) at 1.2%. KBE launched in 2005.

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What this means for investorsThe bigger question for investors isn't which of these funds is “better,” but how much banking-specific risk they actually want in their portfolio.

XLF's diversification across insurance, payments, and asset management -- not just banks -- has historically made it a smoother way to own the financial sector, and its rock-bottom 0.08% expense ratio makes it an easy fund to own for buy-and-hold investors.

KBE, by contrast, is a more concentrated, higher-conviction bet on banks themselves, and its equal-weighted approach means smaller regional and mid-cap banks can move the needle just as much as the mega-cap giants. That’s more potential upside -- and downside -- that investors don't get with most cap-weighted financial funds.

That trade-off shows up clearly in the numbers: KBE's 22% one-year return far outpaces XLF’s roughly 9% gain. But KBE’s 45% maximum drawdown over the last five years is a reminder that concentrated bank exposure can swing hard in both directions, especially during periods of rate volatility or credit stress. Neither outcome is unusual -- banking is historically one of the more cyclical corners of the financial sector, prone to bigger rallies and bigger pullbacks than diversified financial ETFs.

For investors who want steady, low-cost exposure to the broader financial sector, XLF is the more conservative choice. For those who have a specific view on banks -- say, expecting margins to improve as rates shift, or wanting to bet on a recovery in regional lenders -- KBE offers a more targeted way to invest in that view, provided they can stomach the extra volatility that comes with it.

JPMorgan Chase is an advertising partner of Motley Fool Money. Andy Gould has positions in Berkshire Hathaway, Rocket Companies, and Visa. The Motley Fool has positions in and recommends Berkshire Hathaway, JPMorgan Chase, Nicolet Bankshares, Rocket Companies, and Visa. The Motley Fool has a disclosure policy.

For the quarter ended June 2026, Freeport-McMoRan (FCX - Free Report) reported revenue of $7.03 billion, down 7.3% over the same period last year. EPS came in at $0.74, compared to $0.54 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $6.47 billion, representing a surprise of +8.57%. The company delivered an EPS surprise of +19.36%, with the consensus EPS estimate being $0.62.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Freeport-McMoRan performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Production - Molybdenum (millions of recoverable pounds) - Climax: 5.00 Mlbs versus 5.94 Mlbs estimated by three analysts on average.Total - Copper (millions of recoverable pounds) - Unit net cash costs per pound: $1.97 versus the three-analyst average estimate of $2.12.Sales - Gold (thousands of recoverable ounces) - Consolidated: 123.00 Koz compared to the 139.57 Koz average estimate based on three analysts.Indonesia operations - Unit net cash (credits) costs: $-0.81 compared to the $-1.43 average estimate based on three analysts.South America operations - Unit net cash costs: $2.48 versus the three-analyst average estimate of $2.66.Revenues- Indonesia Operations: $1.48 billion versus the three-analyst average estimate of $1.23 billion. The reported number represents a year-over-year change of -56.6%.Revenues- Molybdenum Mines: $204 million versus the three-analyst average estimate of $350.55 million. The reported number represents a year-over-year change of +13.3%.Revenues- South America Operations: $1.81 billion compared to the $1.66 billion average estimate based on three analysts. The reported number represents a change of +43.5% year over year.Revenues- U.S. Copper Mines: $2.28 billion compared to the $2.15 billion average estimate based on three analysts. The reported number represents a change of +33.1% year over year.Revenues- U.S. Rod & Refining: $2.24 billion versus the two-analyst average estimate of $1.88 billion. The reported number represents a year-over-year change of +31.6%.Revenues- Atlantic Copper Smelting & Refining: $1.03 billion versus the two-analyst average estimate of $893.45 million. The reported number represents a year-over-year change of +25.9%.Revenues- Corporate, Other & Eliminations: $-2.02 billion versus the two-analyst average estimate of $-1.68 billion. The reported number represents a year-over-year change of +33.7%.View all Key Company Metrics for Freeport-McMoRan here>>>

Shares of Freeport-McMoRan have returned +5.1% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

The market expects Riot Platforms, Inc. (RIOT - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 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. 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 company is expected to post quarterly loss of $0.39 per share in its upcoming report, which represents a year-over-year change of -168.4%.

Revenues are expected to be $150.47 million, down 1.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 13.68% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Riot Platforms, Inc.?For Riot Platforms, Inc., 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 -102.56%.

On the other hand, the stock currently carries a Zacks Rank of #5.

So, this combination makes it difficult to conclusively predict that Riot Platforms, Inc. 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 Riot Platforms, Inc. would post a loss of$0.33 per share when it actually produced a loss of -$1.44, delivering a surprise of -336.36%.

Over the last four quarters, the company has beaten consensus EPS estimates two 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.

Riot Platforms, Inc. 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.

Expected Results of an Industry PlayerRithm (RITM - Free Report) , another stock in the Zacks Financial - Miscellaneous Services industry, is expected to report earnings per share of $0.5 for the quarter ended June 2026. This estimate points to a year-over-year change of -7.4%. Revenues for the quarter are expected to be $1.46 billion, up 19.9% from the year-ago quarter.

The consensus EPS estimate for Rithm has been revised 2.4% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -2.00%.

This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Rithm will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The Trade Desk (TTD - 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 digital-advertising platform operator have returned -0.7%, compared to the Zacks S&P 500 composite's +0.4% change. During this period, the Zacks Internet - Services industry, which The Trade Desk falls in, has lost 1.8%. 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, The Trade Desk is expected to post earnings of $0.41 per share, indicating no change. The Zacks Consensus Estimate has changed +1.3% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $1.88 points to a change of +6.2% from the prior year. Over the last 30 days, this estimate has changed +0.1%.

For the next fiscal year, the consensus earnings estimate of $2.12 indicates a change of +12.8% from what The Trade Desk 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 The Trade Desk.

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 The Trade Desk, the consensus sales estimate of $751.58 million for the current quarter points to a year-over-year change of +8.3%. The $3.18 billion and $3.49 billion estimates for the current and next fiscal years indicate changes of +9.8% and +9.6%, respectively.

Last Reported Results and Surprise HistoryThe Trade Desk reported revenues of $688.86 million in the last reported quarter, representing a year-over-year change of +11.8%. EPS of $0.28 for the same period compares with $0.33 a year ago.

Compared to the Zacks Consensus Estimate of $679.26 million, the reported revenues represent a surprise of +1.41%. The EPS surprise was -12.5%.

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.

The Trade Desk is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about The Trade Desk. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Pentair plc ("Pentair" or the "Company") (NYSE: PNR). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Pentair and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On July 14, 2026, Pentair issued a press release announcing its preliminary second quarter 2026 financial results and revising its full year 2026 guidance. For the second quarter, Pentair reported that "[s]ales are expected to be approximately $930 million, down 17 percent versus previous guide of up approximately 1 percent primarily due to the adverse impact of Pool channel inventory" and that "[e]arnings per diluted share from continuing operations ('EPS') are expected to be approximately $0.80 versus previous guidance of $1.39 to $1.42; Adjusted EPS is expected to be approximately $1.12 versus previous guide of $1.47 to $1.50 as the result of the adverse impact of Pool channel inventory and the positive impact of IEEPA refunds". Pentair also lowered its full year 2026 guidance, advising that "[s]ales are expected to be down approximately 4 percent to 7 percent versus previous guide of up 2 percent to 4 percent mostly attributable to destocking of inventory in the Pool channel and right sizing of channel inventory in preparation for the 2027 pool season". The press release also announced the departure of Chief Financial Officer Nicholas Brazis, "to pursue another opportunity at a private company." 

On this news, Pentair's stock price fell $11.35 per share, or 15%, to close at $64.33 per share on July 15, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Wall Street analysts expect Ecolab (ECL - Free Report) to post quarterly earnings of $2.08 per share in its upcoming report, which indicates a year-over-year increase of 10.1%. Revenues are expected to be $4.4 billion, up 9.3% from the year-ago quarter.

The current level reflects a downward revision of 8.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

With that in mind, let's delve into the average projections of some Ecolab metrics that are commonly tracked and projected by analysts on Wall Street.

The collective assessment of analysts points to an estimated 'Net Sales- Fixed Currency Rates- Global Pest Elimination' of $348.91 million. The estimate suggests a change of +12.1% year over year.

The average prediction of analysts places 'Net Sales- Fixed Currency Rates- Global Water' at $2.21 billion. The estimate suggests a change of +15.7% year over year.

The consensus estimate for 'Net Sales- Fixed Currency Rates- Global Life Sciences' stands at $209.20 million. The estimate indicates a change of +18.4% from the prior-year quarter.

It is projected by analysts that the 'Net Sales- Fixed Currency Rates- Global Institutional & Specialty' will reach $1.65 billion. The estimate indicates a change of +9.2% from the prior-year quarter.

The consensus among analysts is that 'Net Sales- Public Currency Rates- Global Life Sciences' will reach $213.10 million. The estimate indicates a change of +14.6% from the prior-year quarter.

Analysts predict that the 'Net Sales- Public Currency Rates- Global Pest Elimination' will reach $345.20 million. The estimate indicates a year-over-year change of +8.8%.

Analysts expect 'Net Sales- Public Currency Rates- Global Institutional & Specialty' to come in at $1.65 billion. The estimate suggests a change of +6.6% year over year.

Analysts forecast 'Net Sales- Public Currency Rates- Global Water' to reach $2.23 billion. The estimate suggests a change of +12.7% year over year.

According to the collective judgment of analysts, 'Operating Income (loss)- Fixed Currency Rates- Global Life Sciences' should come in at $43.77 million. Compared to the current estimate, the company reported $34.80 million in the same quarter of the previous year.

Analysts' assessment points toward 'Operating Income (loss)- Fixed Currency Rates- Global Pest Elimination' reaching $67.87 million. The estimate compares to the year-ago value of $61.20 million.

Based on the collective assessment of analysts, 'Operating Income (loss)- Fixed Currency Rates- Global Institutional & Specialty' should arrive at $390.23 million. The estimate compares to the year-ago value of $359.40 million.

The combined assessment of analysts suggests that 'Operating Income (loss)- Fixed Currency Rates- Global Water' will likely reach $358.51 million. Compared to the present estimate, the company reported $306.30 million in the same quarter last year.

View all Key Company Metrics for Ecolab here>>>

Shares of Ecolab have demonstrated returns of -3.4% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #4 (Sell), ECL is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Roper Technologies NASDAQ: ROP reported second-quarter results that topped its internal expectations and raised its full-year outlook, citing solid organic growth, continued strong retention and accelerating artificial intelligence product development across its portfolio.

Net sales of $872.3 million increased 13.8% year over year, with organic growth of 12.7%, beating the consensus of $838.586 million.

HVP Products And GLP-1 Demand Drive GrowthProprietary Products sales of $722.6 million grew by 16.6% and increased 15.5% on an organic basis.

High-Value Product (HVP) Components net sales of $424.1 million increased 19.4% and rose 18.4% on an organic basis.

During the earnings call, CEO Eric Green said, “This was driven by our three growth drivers, which include biologics and biosimilars, HVP upgrades including Annex 1, and continued strength in GLP-1 elastomers. We continue to believe in the near- and long-term growth prospects of HVP components.”

HVP Delivery Devices net sales of $131.2 million increased by 29.6% (+29.2%). Standard Products net sales of $167.3 million increased by 2.4% (+0.7%).

West Vantage Segment (Contract-Manufactured Products) sales reached $149.7 million, up 2% (+0.8%), slightly below expectations due to the impact of the cyber incident.

West Raises 2026 Guidance“As a result of our team’s strong execution in the second quarter and improved outlook, we are increasing our full-year 2026 guidance,” commented Eric Green.

West Pharmaceutical raised its fiscal 2026 adjusted earnings per share guidance from $8.40-$8.75 to $8.85-$9.05 compared to the consensus of $8.61.

The company revised 2026 sales guidance from $3.29 billion-$3.35 billion to $3.345 billion-$3.380 billion versus the Wall Street estimate of $3.332 billion.

West Pharmaceutical expects third quarter adjusted earnings of $2.14-$2.24 per share versus consensus of $2.12.

The company sees sales between $820 million and $835 million versus the consensus of $815.71 million.

Broader HVP Growth Despite Cost PressuresCFO Robert (Bob) McMahon said increased guidance is driven by higher growth expectations for the non-GLP-1 portion of HVP components as well as an increase in HVP delivery devices.

The company anticipates both GLP-1 and non-GLP-1 HVP components are now expected to grow in the high teens for the year.

From a margin perspective, West Pharma is experiencing some inflationary pressure from higher oil and commodity prices, and it is working to offset those costs.

WST Stock Price Activity: West Pharmaceutical shares were down 1.13% at $385.01 at the time of publication on Thursday, according to Benzinga Pro data.

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Philadelphia, Pennsylvania--(Newsfile Corp. - July 23, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Lucid Group, Inc. (NASDAQ: LCID) ("Lucid" or the "Company") on behalf of investors who purchased or acquired Lucid common stock during the period from February 25, 2026 through April 13, 2026 (the "Class Period").

Investor Deadline: Investors who purchased or acquired Lucid common stock during the Class Period may, no later than July 28, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.

Lucid, based in Newark, California, is an electric vehicle and technology company that engineers its EVs, powertrains, and battery systems in-house.

According to the complaint, Defendants withheld from investors that a defect in a vendor-supplied component was already interrupting deliveries of the Lucid Gravity, the Company's SUV, and that the disruption would, and in fact did, adversely impact Lucid's operating results for Q1 2026.

The true state of Lucid's operations began to surface on April 3, 2026, when the Company released its Q1 2026 production and delivery figures and reported that it had built 5,500 vehicles for the quarter but handed over only 3,093, explaining that Lucid Gravity deliveries had been halted for 29 days because of a quality problem with the second-row seats supplied by a vendor. Reuters reported the same day that the slowdown traced back to February 2026, when Lucid had stopped deliveries to undo a supplier change it had not authorized and to re-inspect cars it had already assembled. Over the next two trading sessions, Lucid's stock fell $1.13 per share, or 11.35%, closing at $8.83 per share on April 7, 2026.

More bad news followed on April 14, 2026, when Lucid disclosed preliminary Q1 2026 revenue of roughly $280 million to $284 million — far short of the $433.8 million analysts had expected — alongside operating losses of approximately $985 million to $1.005 billion. The Company separately announced that it would raise about $1.05 billion in fresh capital, including a $300 million stock offering. Lucid's shares declined another $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.

If you are a Lucid investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.

About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306193

Source: Berger Montague

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, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-05128, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.

If you are an investor who purchased or otherwise acquired Lucid securities during the Class Period, you have until July 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

[Click here for information about joining the class action]

Lucid is a technology company that designs, develops, manufactures, and sells electric vehicles, EV powertrains, and battery systems. The Company's products include, inter alia, the "Lucid Air" sedan and "Lucid Gravity" sport utility vehicle.

At all relevant times, Defendants touted purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations. In particular, beginning in late-February 2026, Defendants represented that, in fiscal year ("FY") 2025, they had implemented sustainable improvements in these areas, including with respect to the production and ramp-up of deliveries of the Lucid Gravity. Defendants likewise asserted that these improvements would lead to profitable growth and performance efficiencies in FY 2026. Unbeknownst to investors, however, Lucid's performance was materially hampered by significant supplier and delivery issues in February 2026, putting the Company on track for dismal, rather than improved, performance in its first quarter ("Q1") of 2026.

The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.

The truth began to emerge on April 3, 2026, when Lucid issued a press release "announc[ing its Q1 2026] production and delivery totals[.]" Lucid revealed that it had "produced 5,500 vehicles" during Q1 2026, while only "deliver[ing] 3,093 vehicles." The press release further disclosed that, "[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats" and, "[a]s a result of this, the company's ability to meet customer demand was impacted."

The same day, Reuters published an article entitled "Lucid misses first-quarter vehicle delivery estimates on supplier disruptions". The article provided additional color and comments from Defendant Marc Winterhoff ("Winterhoff"), the Company's Interim Chief Executive Officer ("CEO"), regarding Lucid's disappointing Q1 2026 delivery results—most notably that deliveries were particularly impacted over a month earlier in February 2026, when Lucid paused to reverse an unauthorized supplier change and inspect vehicles already produced.

The next trading day, April 6, 2026, 24/7 Wall St. published an article entitled "Lucid Faces Biggest Disaster Ever", which described the number of vehicles that Lucid delivered in Q1 2026 as "remarkably small", stating that Lucid "cannot sell fewer than 4,000 vehicles and even pretend this is sustainable." 

Following the foregoing news and disclosures, Lucid's stock price fell $1.13 per share, or 11.35%, over the following two trading sessions, to close at $8.83 per share on April 7, 2026.

On April 14, 2026, Lucid filed a current report on Form 8-K with the United States Securities and Exchange Commission ("U.S."), reporting, inter alia, its preliminary Q1 2026 financial results, including revenue in the range of $280 million to $284 million—well below the consensus estimate of $433.8 million—and losses from operations in the range of $985 million to $1.005 billion.

The same day, Lucid issued a press release revealing its plans for a $1.05 billion capital raise, including a $300 million public stock offering.

Following these disclosures, Lucid's stock price fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.

Then, on May 5, 2026, Lucid issued a press release reporting its Q1 2026 financial results, including GAAP earnings per share of -$3.46, missing consensus estimates by $0.83, a net loss of over $1 billion, and revenue of $282.47 million, missing consensus estimates by $76.04 million. Defendant Winterhoff, as quoted in the press release, acknowledged that the previously disclosed "supplier issue . . . during the quarter had an impact," and the need to "align[] production and delivery with customer demand." Lucid's Chief Financial Officer, Defendant Taoufiq Boussaid, as quoted in the same press release, likewise acknowledged that "[w]e ended the quarter with elevated inventory that we expect to convert to revenue and cash as deliveries normalize[.]"

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected] 
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against ZoomInfo Technologies Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether ZoomInfo and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 25, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired ZoomInfo securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]

On May 11, 2026, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and accordingly lowered its 2026 full year financial guidance.  

On this news, ZoomInfo's stock price fell $1.98 per share, or 32.78%, to close at $4.06 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP

Wall Street analysts expect Corning (GLW - Free Report) to post quarterly earnings of $0.76 per share in its upcoming report, which indicates a year-over-year increase of 26.7%. Revenues are expected to be $4.6 billion, up 13.8% from the year-ago quarter.

Over the last 30 days, there has been an upward revision of 0.4% 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 release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

In light of this perspective, let's dive into the average estimates of certain Corning metrics that are commonly tracked and forecasted by Wall Street analysts.

The consensus among analysts is that 'Net Sales- Automotive' will reach $453.36 million. The estimate points to a change of -1.4% from the year-ago quarter.

Analysts forecast 'Net Sales- Life Sciences' to reach $315.35 million. The estimate points to a change of +26.1% from the year-ago quarter.

Analysts expect 'Net Sales- Optical Communications' to come in at $1.96 billion. The estimate points to a change of +25.5% from the year-ago quarter.

Analysts predict that the 'Segment Net Income- Optical Communications' will reach $314.34 million. Compared to the present estimate, the company reported $247.00 million in the same quarter last year.

The combined assessment of analysts suggests that 'Segment Net Income- Automotive' will likely reach $72.82 million. Compared to the present estimate, the company reported $79.00 million in the same quarter last year.

View all Key Company Metrics for Corning here>>>

Corning shares have witnessed a change of -25.2% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #3 (Hold), GLW is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Investors in Wix.com Ltd. (NASDAQ: WIX) saw the price of their shares tank $20.56 (-27%) on May 13, 2026, wiping out over $1.1 billion of the company’s market capitalization, after Wix announced its Q1 2026 financial results and a massive 46% year-over-year increase in operating expenses and questions over the company’s ability to defend its core business.

The news and severe market reaction have prompted national shareholder rights law firm Hagens Berman to open an investigation into whether Wix may have misled investors about the nature of its spending and, if so, whether the federal securities laws may have been violated. The firm urges Wix investors who suffered significant losses to contact the firm now to discuss their rights.

Wix.com Ltd. (WIX) Investigation: 

Global web development platform company Wix faces AI disruption concerns over whether traditional website builders can maintain competitive moats as AI-native tools proliferate and enable non-technical users to create web presence without needing platforms like Wix.

To confront this challenge, Wix positioned AI initiatives, Base44 and Harmony, as a two-pronged defense against the vibe coding trend threatening the company’s core business.

The company has assured investors that “[w]e expect innovation-driven growth to be accompanied by high impact but disciplined investments to fully unlock the market opportunity ahead for both Wix and Base44.”

In contrast, investors’ expectations were dashed on May 13, 2026. That day, Wix revealed aggressive and front-loaded AI compute expenses for Harmony and Base44. More specifically, the rapid expansion of Base44 and Harmony rollout radically altered Wix’s cost structure primarily through front-loading sales and marketing (“S&M”) expenses. Collectively, the initiatives drove non-GAAP S&M expenses to $190.7 million, a year-over-year 88% increase that caused the company’s non-GAAP operating margin to collapse from 21% during the prior year period to just 5% while sending its quarterly operating expenses up 46% from the prior year period.

The market swiftly reacted, scalping over $1.1 billion from Wix’s market capitalization that day and prompting analysts’ surprise over the magnitude of the margin miss.

“We’re investigating whether Wix may have intentionally understated the adverse effects of its AI initiatives on its operating results,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Wix and have substantial losses, or have knowledge that may assist the firm’s investigation, submit your losses now »

If you’d like more information and answers to frequently asked questions about the firm’s Wix investigation, read more »

Whistleblowers: Persons with non-public information regarding Wix should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

Contact:
Reed Kathrein, 844-916-0895

Southwest Airlines Co (NYSE:LUV) shares fell about 5% in early trading Thursday after the airline reported stronger-than-expected second-quarter results but issued a third-quarter earnings outlook that fell below Wall Street expectations.

The company reported adjusted earnings per share of $0.94 for the second quarter, ahead of consensus estimates of $0.51.

Revenue also topped expectations, with adjusted operating revenue reaching a record $8.7 billion, up 20.3% year over year, compared with analyst estimates of $8.58 billion.

Managed business revenues reached an all-time quarterly record, rising 30% year over year. The company’s Rapid Rewards loyalty program also reached its largest size ever at nearly 100 million members, with new enrollments increasing 35% year over year and record numbers of tier qualifiers.

“Second quarter results demonstrate the earnings power of our business. We delivered results well ahead of consensus expectations despite nearly $900 million of additional fuel expense year-over-year,” Southwest CEO Bob Jordan said in a statement.

Despite the stronger-than-expected quarterly performance, investors focused on Southwest’s forward outlook.

The airline guided for third quarter adjusted earnings per share of $0.50 to $0.75, while lowering its full-year 2026 adjusted EPS outlook to a range of $3.25 to $4.25 from its previous expectation of at least $4.

For the third quarter, Southwest expects revenue per available seat mile to increase between 17.5% and 19.5% year over year, while capacity is expected to range from a 1% decline to flat growth. The company expects adjusted cost per available seat mile excluding fuel to increase 3.5% to 4.0% year over year.

Southwest attributed the updated forecast to higher fuel costs and broader uncertainty. Fuel expenses increased by $889 million year over year in the second quarter, creating a $1.17 per share headwind to adjusted earnings.

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

In addition to the Zacks Rank, investors looking for stocks with specific traits can utilize our Style Scores system. Of course, value investors will be most interested in the system's "Value" category. Stocks with "A" grades for Value and high Zacks Ranks are among the best value stocks available at any given moment.

One stock to keep an eye on is LATAM Airlines Group (LTM - Free Report) . LTM is currently holding a Zacks Rank #1 (Strong Buy) and a Value grade of A. The stock has a Forward P/E ratio of 8.88. This compares to its industry's average Forward P/E of 10.58. Over the past year, LTM's Forward P/E has been as high as 9.75 and as low as 6.73, with a median of 8.47.

Investors will also notice that LTM has a PEG ratio of 0.40. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. LTM's industry currently sports an average PEG of 0.48. Within the past year, LTM's PEG has been as high as 0.85 and as low as 0.37, with a median of 0.57.

Investors could also keep in mind Southwest Airlines (LUV - Free Report) , another Transportation - Airline stock with a Zacks Rank of #2 (Buy) and Value grade of A.

Shares of Southwest Airlines are currently trading at a forward earnings multiple of 15.65 and a PEG ratio of 0.40 compared to its industry's P/E and PEG ratios of 10.58 and 0.48, respectively.

LUV's Forward P/E has been as high as 43.19 and as low as 12.29, with a median of 18.66. During the same time period, its PEG ratio has been as high as 6.49, as low as 0.39, with a median of 2.95.

Southwest Airlines sports a P/B ratio of 2.13 as well; this compares to its industry's price-to-book ratio of 3.06. In the past 52 weeks, LUV's P/B has been as high as 2.47, as low as 1.46, with a median of 1.90.

These are just a handful of the figures considered in LATAM Airlines Group and Southwest Airlines's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that LTM and LUV is an impressive value stock right now.

Philippe Laffont’s Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont’s largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year. The setup is worth understanding before it reprices.

1. GE Vernova (GEV): The Non-Obvious Power Play Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV | GEV Price Prediction) is the most surprising name in Laffont’s tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt. This is the AI trade one level upstream of NVIDIA. Q1 2026 revenue rose 15.8% year-over-year to $9.30 billion, but the real signal was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 billion in data center equipment orders in Q1 alone, more than all of 2025. CEO Scott Strazik put it plainly: “Demand is accelerating for our Power and Electrification solutions… backlog growing by more than $13 billion quarter-over-quarter.”

The stock is up 58.84% year-to-date and our model reads it as a HOLD with a base case of $1,098.40 (4.44% upside): the easy money has been made, but the bull case still points to $1,269.82 (20.74% upside) if data center power orders keep compounding. Analysts remain 79% bullish. Next up, the name that turns those electrons into revenue.

2. Broadcom (AVGO): The Custom-Silicon Cash Machine Broadcom (NASDAQ:AVGO) is the hyperscaler whisperer. Its custom ASICs and AI networking silicon sit inside the largest cloud training clusters on earth, and the demand curve has gone vertical. If Laffont is playing the AI infrastructure trade, this is the ticker with the shortest distance between order book and free cash flow.

Fiscal Q2 2026 revenue hit $22.19 billion, up 47.9% year-over-year, with free cash flow of $10.26 billion, or 46% of revenue. CEO Hock Tan guided Q3 AI semiconductor revenue to “grow over 200 percent year-over-year to $16.0 billion.” Add the $30 billion+ Apple custom AI chip deal locked in through 2031 and the $100 billion AI revenue target by 2027, and the story writes itself.

Our read: BUY with a base case of $409.96 (10.7% upside), backed by 92% bullish analyst consensus and zero sell ratings across 48 analysts. Forward P/E of 21 is not demanding for a business printing 49% operating margins. The heavyweight ahead makes even Broadcom’s chips look downstream.

3. Taiwan Semiconductor (TSM): The Foundry Monopoly Every advanced AI chip Broadcom, NVIDIA, AMD, or Apple designs eventually gets etched in a Taiwan Semiconductor Manufacturing (NYSE:TSM) fab. There is no substitute at the leading edge, and the 2nm ramp in H2 2026 is about to widen the moat further. Laffont’s position here is the purest expression of “AI has to be manufactured somewhere.”

Q2 FY2026 delivered EPS of $4.31 versus $3.89 estimated, revenue of $40.20 billion (+36.0% YoY), and gross margin expanding to 67.7%. Management guided full-year 2026 revenue growth “slightly above 40%” in USD, with 2nm debuting at 3% of wafer revenue and 7nm-and-below already at 77%.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Despite the blowout, TSM is down 6.23% over the past week as retail wrestles with a chip-sector selloff, one r/stockmarket thread titled “TSMC profit jumped 77% and still stock is down 4-5%” captured the confusion. Our model calls it a BUY with 23.32% upside to $489.17, supported by 89% bullish analyst consensus and an average target of $498.24. The pullback is the invitation.

4. Lam Research (LRCX): The Etch and Deposition Toll Booth Every 2nm wafer TSMC ships, every HBM stack Micron and SK hynix build, every gate-all-around transistor on a next-gen accelerator: all of it flows through Lam Research (NASDAQ:LRCX) etch and deposition tools. When capex accelerates, Lam collects the toll first. Fiscal Q3 2026 delivered its 4th consecutive earnings beat with non-GAAP EPS of $1.47 versus $1.36 estimated, revenue of $5.84 billion (+23.8% YoY), and operating margin expanding to 35.0%. CEO Tim Archer said it directly: “Lam delivered record revenue and EPS in the March quarter as AI-driven demand reshapes the semiconductor industry.” June-quarter guidance calls for ~$6.60 billion revenue and ~$1.65 non-GAAP EPS.

LRCX has run 87.85% year-to-date and 221.54% over one year, so the entry is not cheap. Our read: BUY with a base case of $351.60 (13.54% upside), backed by 83% bullish analysts and only one sell rating out of 35. The bull case reaches $459.94 (48.52% upside) if the equipment cycle extends. Which brings us to the #5 slot, where the equipment story lands hardest.

5. Applied Materials (AMAT): The Punchline Applied Materials (NASDAQ:AMAT) is the punchline because it sells the deposition, etch, and inspection tools that make Gate-All-Around transistors, HBM stacks, and advanced packaging physically possible, and it partners with the entire cast: TSMC, SK hynix, Micron, and NVIDIA through its EPIC Center. Laffont owns the toolmaker that touches every chip on this list.

Fiscal Q2 2026 posted its 4th consecutive earnings beat with non-GAAP EPS of $2.86 versus $2.66 estimated and revenue of $7.91 billion (+11.4% YoY). CEO Gary Dickerson raised the bar: “Applied Materials delivered record quarterly performance, and we now expect our semiconductor equipment business to grow more than 30 percent in calendar 2026.” Q3 guidance calls for ~$8.95 billion revenue and ~$3.36 non-GAAP EPS.

The stock has already gone parabolic, up 118.81% year-to-date and 190.09% over one year. Our model still tags it a BUY with a base case of $589.60 (11.89% upside), and the bull case reaches $773.43 (46.78% upside), on 82% bullish analyst consensus and a $623.06 target. When a mega-cap grows equipment revenue 30%+ into a 2nm ramp, that is the setup.

The Thread That Ties It Together Laffont’s five names form a closed loop: GEV powers the data centers, TSMC fabricates the chips, Lam and Applied Materials build the tools that make the fabs work, and Broadcom monetizes the custom silicon inside every hyperscaler rack. Four of the five register as BUY signals in our model, with GEV cooling to HOLD after its 58.84% YTD run. The recent semiconductor pullback is the window, and windows in this trade have not stayed open long.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zoetis Inc. (NYSE: ZTS) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/ZTS.

Zoetis Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements concerning the growth, competitive positioning, market share, and veterinarian adoption of key products within the Companion Animal segment while failing to disclose that:
      (1)    veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs;
      (2)    Zoetis’ Simparica Trio was losing significant market share to a lower-priced competing canine parasiticide with broader indicated use in a slowing overall market; and
      (3)    Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.

What's Next for Zoetis Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/ZTS. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zoetis you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Zoetis Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Zoetis Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Wall Street analysts forecast that Mondelez (MDLZ - Free Report) will report quarterly earnings of $0.67 per share in its upcoming release, pointing to a year-over-year decline of 8.2%. It is anticipated that revenues will amount to $9.21 billion, exhibiting an increase of 2.5% compared to the year-ago quarter.

The current level reflects a downward revision of 6.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship 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.

Given this perspective, it's time to examine the average forecasts of specific Mondelez metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus estimate for 'Geographic Revenue- North America' stands at $2.58 billion. The estimate suggests a change of +0.9% year over year.

Analysts' assessment points toward 'Geographic Revenue- Europe' reaching $3.50 billion. The estimate indicates a year-over-year change of +2.7%.

The consensus among analysts is that 'Geographic Revenue- AMEA' will reach $1.91 billion. The estimate indicates a change of +4.9% from the prior-year quarter.

The collective assessment of analysts points to an estimated 'Geographic Revenue- Latin America' of $1.30 billion. The estimate points to a change of +9.1% from the year-ago quarter.

Analysts expect 'Operating Income- AMEA- Non-GAAP' to come in at $275.68 million. Compared to the current estimate, the company reported $282.00 million in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Operating Income- Europe- Non-GAAP' should arrive at $425.51 million. The estimate compares to the year-ago value of $510.00 million.

Analysts forecast 'Operating Income- North America- Non-GAAP' to reach $434.14 million. The estimate compares to the year-ago value of $443.00 million.

The average prediction of analysts places 'Operating Income- Latin America- Non-GAAP' at $173.87 million. Compared to the current estimate, the company reported $152.00 million in the same quarter of the previous year.

View all Key Company Metrics for Mondelez here>>>

Shares of Mondelez have demonstrated returns of -1.4% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #3 (Hold), MDLZ 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 >>>> .

Key Takeaways Vale reports Q2 results on July 30, with sales seen up 15.6% and EPS expected to decline 22% year over year.VALE posted higher iron ore, copper and nickel production, sales and realized prices during the quarter.Vale's higher volumes and pricing may lift revenues, while elevated operating costs could weigh on earnings. Vale S.A. (VALE - Free Report) is set to release its second-quarter 2026 results on July 30, after market close.

The Zacks Consensus Estimate for Vale’s sales is pegged at $10.18 billion, indicating a 15.6% increase from the year-ago quarter's reported figure. The consensus mark for earnings has moved down 18.7% over the past 60 days to 39 cents per share. The figure indicates a 22% year-over-year decline.

Image Source: Zacks Investment Research

VALE’s Earnings Surprise HistoryVale’s earnings performance has been mixed in recent quarters. Earnings missed the Zacks Consensus Estimate in two of the trailing four quarters and beat the mark in the other two, delivering an average surprise of 7.23%.

Image Source: Zacks Investment Research

What the Zacks Model Unveils for VALE StockOur proven model does not conclusively predict an earnings beat for Vale this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, but that is not the case here.

Earnings ESP: The Earnings ESP for Vale is 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Zacks Rank: Vale currently has a Zacks Rank #4 (Sell). 

You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Likely to Have Shaped Vale's Q2 PerformanceVale recently released its second-quarter production and sales update, offering an insight into its expected quarterly performance. 
Iron ore production was 84.3 Mt, a 0.8% year-over-year increase. This performance was driven by record output at the S11D mine as well as the ramp-up of the Capanema and VGR1 projects. Pellet production was down 7% year over year to 7.3 Mt, owing to the temporary suspension of production at the Oman pellet plants amid the Middle East conflict and the associated logistical constraints.

Iron ore fines sales grew 3.4% from the year-ago quarter to 69.9 Mt. Pellet sales increased 3.5% to 7.7 Mt. Total iron ore sales rose 3% year over year to 79.7 Mt, reflecting the sale of inventories from previous periods and higher production.
Average realized iron ore fines prices were $95 per ton in the quarter, up 11.6% year over year. Realized prices for iron ore pellets were up 2% to $137 per ton.

Copper production was up 6.3% year over year to 98.4 kt. Record production at Salobo and improved performance at Sossego and Voisey’s Bay led to the year-over-year improvement. Vale sold 97.6 kt of copper in the second quarter, which was 9.7% higher than the prior-year quarter, in line with the production increase.

The average realized price for copper operations only (Salobo and Sossego) was $14,062 per ton, marking a 56.5% year-over-year surge. The average realized copper price for all operations (including copper sales originating from nickel operations) was $14,095 per ton.

Nickel production for the quarter was 42 kt, up 4.2% year over year. Higher output from Onça Puma as well as record production at Long Harbour helped offset the impact of the biennial planned maintenance at Sudbury downstream facilities.

Nickel sales were recorded at 44.4 kt, up 7.2% from the year-ago quarter. The average realized nickel price was $18,061 per ton, up 14.3% from the year-ago quarter.

Revenues for the Iron Solutions segment are expected to have benefited from higher iron ore volumes and improved pricing. Higher volumes and prices for both copper and nickel are also expected to have boosted the Base Metals segment’s revenues.

While Vale’s top-line results are expected to reflect higher sales volumes and prices, elevated operating costs are likely to have weighed on its earnings. Vale’s ongoing cost-control initiatives are expected to have cushioned some of the impact.

VALE Stock’s Price Performance & ValuationIn a year, shares of Vale have gained 45.2% compared with the industry’s 38.9% growth.

Image Source: Zacks Investment Research

Stocks Likely to Deliver Earnings BeatHere are some Basic Material stocks with the right combination of elements to post an earnings beat in their upcoming releases.

Ternium (TX - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 4, has an Earnings ESP of +21.40% and a Zacks Rank of 1 at present. 

The Zacks Consensus Estimate for earnings for Ternium for the second quarter of 2026 is pegged at $1.29 per share, suggesting an 0.8% year-over-year increase. TX has a trailing four-quarter average earnings surprise of 3.51%.

Avient (AVNT - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 6, has an Earnings ESP of +70.87% and a Zacks Rank of 2 at present. 

The Zacks Consensus Estimate for earnings for Avient for the second quarter of 2026 is 89 cents per share, indicating an 11.2% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 2.1%.

Element Solutions (ESI - Free Report) , scheduled to release second-quarter 2026 earnings on July 27, has an Earnings ESP of +1.54% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for Element Solutions’ earnings for the second quarter of 2026 is pegged at 73 cents per share, indicating 16% growth from the year-ago quarter’s reported figure. Element Solutions has a trailing four-quarter average earnings surprise of 4.6%.

Yum Brands (YUM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis parent company of KFC, Taco Bell and Pizza Hut is expected to post quarterly earnings of $1.59 per share in its upcoming report, which represents a year-over-year change of +10.4%.

Revenues are expected to be $2.18 billion, up 12.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.62% 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 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Yum?For Yum, 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 -0.63%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Yum 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 Yum would post earnings of $1.39 per share when it actually produced earnings of $1.50, delivering a surprise of +7.91%.

Over the last four quarters, the company has beaten consensus EPS estimates two 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.

Yum 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.

An Industry Player's Expected ResultsChipotle Mexican Grill (CMG - Free Report) , another stock in the Zacks Retail - Restaurants industry, is expected to report earnings per share of $0.32 for the quarter ended June 2026. This estimate points to a year-over-year change of -3%. Revenues for the quarter are expected to be $3.32 billion, up 8.4% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Chipotle has been revised 0.3% up to the current level. Nevertheless, the company now has an Earnings ESP of +0.84%, reflecting a higher Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Chipotle will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Fueling growth in Marriott's global all-inclusive portfolio, agreement is set to bring Autograph Collection Hotels to Zanzibar and Marriott Hotels to Jamaica.

Key Facts:

Marriott International and Catalonia Hotels & Resorts are expanding their relationship through two new all-inclusive resorts in Jamaica and Tanzania. The projects will bring a Marriott Hotels All-Inclusive Resort to Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort to Zanzibar, Tanzania, two growing leisure destinations. The agreements support Marriott's continued global expansion in all-inclusive resorts, with 38 open properties in CALA and 20 additional projects in the pipeline across CALA and EMEA. , /PRNewswire/ -- Marriott International, Inc. today announced the signing of two all-inclusive resort agreements with Catalonia Hotels & Resorts, the leading Spanish hospitality company. Signed on July 22 in Barcelona, the agreements include a Marriott Hotels All-Inclusive Resort in Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort in Zanzibar, Tanzania, reinforcing Marriott's continued expansion in the all-inclusive segment and Catalonia's confidence in Marriott's brand portfolio.

Rendering of Marriott All-Inclusive Resort in Montego Bay, Jamaica "These agreements represent a significant milestone in our all-inclusive strategy and demonstrate the strength of our relationships with experienced owners seeking to maximize value through Marriott's globally recognized brands," said Laurent de Kousemaeker, Chief Development Officer, Caribbean and Latin America (CALA) for Marriott International. "Catalonia already knows Marriott through its ownership of Renaissance Barcelona Fira Hotel, and we are delighted to expand our collaboration through two distinctive resorts in highly desirable leisure destinations. We continue to see growing interest from owners and investors who recognize the power of Marriott's brands, distribution platform, and development expertise."

Introducing Marriott Hotels to Montego Bay, one of Jamaica's leading resort destinations, The Marriott All-Inclusive Resort in Montego Bay is expected to open in 2028 following the conversion of the former Catalonia Montego Bay. Located on a beachfront site near Sangster International Airport, the 522-room resort is planned to feature 13 dining venues, three pools, approximately 12,917 square feet of meeting space, a spa, fitness center, tennis and pickleball courts, a lazy river, and more than 2,130 feet of beachfront.

The second agreement will introduce an All-Inclusive Resort to Zanzibar, Tanzania under Autograph Collection Hotels. Expected to open in 2027, the new-build property is planned to feature 271 guestrooms and a wellness-focused guest experience. Planned amenities include multiple swimming pools, a spa, a theater, an oceanfront jetty with a seawater pool and bar, and a diverse culinary program with a variety of specialty restaurants. Upon opening, the resort will offer travelers an all-inclusive experience that combines the individuality and character of the Autograph Collection brand with Zanzibar's rich culture, natural beauty, and growing appeal as an international leisure destination.

"These signings highlight Marriott's ability to grow strategically across multiple regions while serving owners with differentiated solutions tailored to local market opportunities," said Jerome Briet, Chief Development Officer, Europe, Middle East and Africa (EMEA) for Marriott International. "The addition of this Autograph Collection Resort in Zanzibar represents an important step in our all-inclusive expansion across the EMEA region. Backed by a strong all-inclusive pipeline and proven expertise, Marriott's brand portfolio offers owners diverse opportunities to expand in all-inclusive in coveted markets around the world."

Catalonia currently owns, leases, and operates 82 hotels totaling more than 12,000 rooms. The company has built a strong reputation through a portfolio that spans urban hotels throughout Europe and leisure resorts in CALA, including properties in Mexico and the Dominican Republic. Catalonia also owns the Renaissance Barcelona Fira Hotel, an incredible property in the Fira area of Barcelona.

"We are pleased to strengthen our relationship with Marriott International through these two significant projects," said Manuel Valenzuela, Chief Commercial & Operations Officer, on behalf of Catalonia Hotels & Resorts. "This agreement reflects leading international brands' recognition of our operational excellence and the strength of our management model. It also aligns with the company's expansion strategy, including collaborations that support our growth in strategic markets."

As a leader in the all-inclusive segment, Marriott continues to grow its portfolio across key leisure destinations worldwide. As of July 2026, the company has 38 all-inclusive properties across nine markets in the CALA region under seven brands, with 16 properties representing 5,600 rooms in the development pipeline. In the EMEA region, Marriott's all-inclusive pipeline includes 4 properties representing nearly 1,990 rooms.

These agreements further reinforce Marriott's commitment to expanding its global all-inclusive footprint while providing owners with access to Marriott Bonvoy, the industry-leading travel platform with nearly 283 million members.

ABOUT MARRIOTT INTERNATIONAL

Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram. 

ABOUT CATALONIA HOTELS & RESORTS

Catalonia Hotels & Resorts is a family-owned hotel company founded in Barcelona in the early 1980s. The group currently operates 82 hotels and resorts across 25 destinations, with more than 12,000 rooms and a strong presence in Barcelona, Madrid, other key Spanish and European cities, as well as the Caribbean. Its portfolio comprises urban hotels, leisure properties and all-inclusive resorts, supported by a growth model that combines asset ownership with excellence in the long-term operation of its hotels.

ABOUT MARRIOTT HOTELS

With over 615 hotels and resorts in more than 70 countries and territories around the world, Marriott Hotels® continues to elevate the art of hospitality – placing people first is the brand's living legacy – ensuring guests always feel deeply cared for throughout their stay. Marriott Hotels raises the bar by consistently delivering heartfelt service, with modern, comfortable spaces, and by providing experiences elevated beyond the everyday. As global travelers' needs and expectations evolve, so does Marriott Hotels, leading the industry with innovations including the Greatroom lobby and Mobile Guest Services that embrace style, design, and technology. For more information, please visit www.marriotthotels.com, and stay connected on Facebook, @marriott on X, and @marriotthotels on Instagram. Marriott Hotels is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments, and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.

ABOUT AUTOGRAPH COLLECTION HOTELS

Autograph Collection® Hotels advocates for the original, championing the individuality of each of its over 360 independent hotels located in the most desirable destinations across more than 55 countries and territories. Each hotel is a product of passion, inspired by a clear vision, soul, and story that makes it individual and special: Exactly Like Nothing Else. Hand-selected for their inherent craft and distinct perspectives on design and hospitality, Autograph Collection properties offer rich immersive moments that leave a lasting imprint. For more information, please visit www.autographhotels.com, and explore on social via Instagram, X, and Facebook to be inspired by immersive moments that are #ExactlyLikeNothingElse. Autograph Collection is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.

SOURCE Marriott International, Inc.

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Paramount+ is planning a free tier to bring in new customers. Business Insider Paramount+ is looking to level up by making more of its content free.

Paramount's flagship streamer plans to expand access to movies and shows available to people without a subscription, according to an internal presentation viewed by Business Insider.

This so-called "free front porch" feature would allow people in the US to watch select movies and shows at no cost by registering for a free account, the presentation said.

The free tier rollout is expected to begin in the third quarter with the Paramount+ mobile app, and was listed as a "Q3 Product Priority" during a town hall on Wednesday, along with a plan to test micro dramas.

Business Insider reported in January that Paramount+ was exploring a push into "free content" after viewing an internal presentation sent by Dan Reich, the Paramount+ head of global product and design.

Paramount already has free streamer Pluto TV, which it's putting on the same tech platform as its namesake streamer in a process called "convergence." Paramount+ also has had a limited selection of free TV episodes on its website.

Although paid streamers usually don't allow access to shows without a subscription, Apple TV lets users sample shows, and Business Insider reported that Disney+ is exploring free content.

Hollywood is increasingly seeing the value of free as YouTube and other free-to-access services gain viewers amid price hikes at paid streamers.

A free tier can 'drive acquisition and winbacks'Expanding the free offering on Paramount+ — which costs $8.99 a month with ads or $13.99 without ads — would give new users "less friction to browse and watch" and "more reasons to sign up," according to the presentation.

By requiring users to register with their emails to watch free content, Paramount brings potential customers one step closer to subscribing and can send them marketing emails to convince them to pay.

The slide deck said this strategy can "drive acquisition and winbacks" (bringing back past customers who've canceled) by building habits and giving them a reason to keep the Paramount+ app on their phones.

Paramount said it did A/B tests on its iOS app and found that "moving the paywall didn't harm paid starts," or new subscriptions.

Paramount+ will let users watch its short-form vertical video feed without registering or subscribing, the presentation said.

While Paramount is "defining success targets" for the free front porch with its finance and marketing teams, the presentation indicated that it will evaluate its success by seeing how many account registrations it drives and by the marketing emails that it sends.

Besides hooking potential customers on its shows, Paramount can also use its free tier to grow advertising revenue and inventory. The presentation said monetizing free content with ads was a strategic goal.

Show samples can "drive reach and visit frequency," the presentation said.

The best things in life are freeDavid Ellison's company is trying to gain ground on Netflix and take on YouTube by pushing into free streaming and short-form content, including micro dramas.

Audiences are increasingly gravitating toward free streamers, which have significantly increased their share of viewership on US TVs in recent years relative to their paid peers, according to Nielsen.

The top three free streaming services — YouTube, The Roku Channel, and Tubi — had an 18.7% viewership share on US TVs in April, the latest month that Nielsen data is available. A year earlier, that figure was 16.8%, and it was 12.7% in April 2024.

By contrast, large paid streamers like Netflix, Disney+, and Hulu have only grown their viewership shares slightly in the last two years.

Meanwhile, Paramount+ and Pluto TV have struggled in the year since April 2025, with their viewership share falling from 2.4% to 2.1% in April 2026.

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