Track market-moving stories before they get noisy

Rockwell Automation (ROK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Although the revenue and EPS for Bunge Global (BG) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for A.O. Smith (AOS) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Booking Holdings (BKNG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Alexandria Real Estate Equities is rated as undervalued, with fair value estimated at $60 versus a $40.86 close. 2027 is expected to be the trough year, with FFO per share estimated around $5.00 and occupancy pressured by major lease expirations. ARE trades at a significant discount to peers despite higher occupancy and a blue-chip tenant base; the market is pricing in further downside risk.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

PENN Entertainment (PENN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Get a deeper insight into the potential performance of Sysco (SYY) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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

The investigation concerns whether State Street 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 October 14, 2026, State Street announced its financial results for the third quarter of 2026.  Among other items, State Street reported top-line revenue of $4.00 billion, missing consensus estimates of $4.03 billion.  The Company also reported that net asset inflows declined to just $7 billion, compared to $114 billion in net inflows recorded during the preceding operational quarter. 

On this news, State Street's stock price fell $7.21 per share, or 4.14%, to close at $166.89 per share on October 14, 2026.

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

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:

Danielle Peyton

Pomerantz LLP

[email protected]

646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Beyond analysts' top-and-bottom-line estimates for Suncor Energy (SU), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

Viatris (VTRS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks.com users have recently been watching Riot Platforms, Inc. (RIOT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Fortinet Inc. (NASDAQ:FTNT) on Wednesday posted better-than-expected third-quarter fiscal 2026 results.

Fortinet beat on earnings and raised its billings outlook, yet the stock is cratering and dragging the entire cybersecurity sector down with it. One line item in the report spooked Wall Street badly enough to trigger a wave of analyst…

A lowered service revenue forecast is overshadowing an earnings beat and a higher billings outlook at Fortinet (NASDAQ:FTNT | FTNT Price Prediction), and the selloff after a big run is pulling the rest of cybersecurity down with it. Fortinet stock trades at $139, down 20%.

Among the peers, Palo Alto Networks (NASDAQ:PANW) stock is at $375, down 5%. CrowdStrike Holdings (NASDAQ:CRWD) stock is at $255, down 4%.

Why Fortinet’s Service Revenue Cut Outweighed the Beat On October 28 after the close, Fortinet reported Q3 2026 adjusted earnings of $0.91 per share, beating the $0.85 Wall Street analysts expected.

Sales at Fortinet reached $2.08 billion, ahead of the $2.06 billion Wall Street analysts expected.

Product revenue at Fortinet jumped 37% and total revenue grew 20%, but the company’s service revenue rose only 13%. CFO Christiane Ohlgart tied that gap to new large customers that buy hardware first and switch on services in stages, stating, “It’s really a timing issue.” Total billings at Fortinet still grew 29%, a sign that customers keep committing to future spending.

Fortinet raised its 2026 billings and revenue guidance but cut its full-year service revenue forecast to $5.15 billion to $5.17 billion from $5.18 billion to $5.22 billion.

That’s below the $5.2 billion Wall Street analysts expected. Guidance for Q4 2026 implies revenue growth of 15% at the midpoint for Fortinet. Bloomberg Intelligence analysts wrote that the service revenue cut “implies lower attach rates from bundled networking and secure access service edge offerings on its firewall platform.” An attach rate is the share of Fortinet firewall buyers who also sign up for the paid security subscriptions that bring in recurring revenue.

BofA cut Fortinet to Neutral with a $140 price target, the same level Piper Sandler set after reducing from $175.

Mizuho Securities lowered its Fortinet target to $118 from $160. Those moves show how quickly Wall Street revised its expectations for Fortinet after the report.

Fortinet Moves Apart From Palo Alto and CrowdStrike Reuters reported a broader software slide as ServiceNow also fell short of high investor expectations. Sympathy selling is weighing on Palo Alto and CrowdStrike, while the deeper damage at Fortinet traces to its firewall-centered service business.

Fortinet stock had already slipped in the regular session before the results, after closing at a high of $195 on October 9. Despite the drop, Fortinet shares remain up 62% year to date (YTD). That buffer suggests part of the selling is profit taking after a strong run, with expectations for Fortinet set high going into the report.

Two other security names are falling harder than Palo Alto and CrowdStrike. Zscaler (NASDAQ:ZS) stock is at $237, down 7%. Okta (NASDAQ:OKTA) stock is at $207, down 7%.

This year’s biggest winners may have the most to give back, since Okta has rallied 139% YTD, Palo Alto has gained 103% and CrowdStrike has rose 117%. A 5% YTD gain at Zscaler cuts against that view, because a laggard is slipping alongside the leaders.

Fortinet’s Service Revenue Recovery Is the Next Test Investors will be watching whether service revenue growth improves as large customers switch on their subscriptions. Ohlgart said 2027 service revenue is expected to grow at a higher rate than in 2026, citing short-term deferred revenue as a leading indicator. She was careful with her wording, noting, “I haven’t used the word acceleration. I’ve used the word improved growth rates.”

Fortinet sells firewall hardware first and layers subscriptions on as customers expand, so its service revenue can trail its product sales. CrowdStrike runs a cloud-native platform sold as subscriptions, while Palo Alto is steering customers into combined platforms spanning network security, security operations and identity. Upcoming quarterly reports from Palo Alto and CrowdStrike could ease the sector worry or deepen it.

Fortinet’s strong billings and a $1.2 billion addition to its buyback authorization point to demand remaining intact. A slower service line could justify a lower valuation after a big run, and that’s the core of the bear case at Fortinet. Taking a conservative approach to FTNT stock could make sense until the debate over its service revenue resolves.

Contact [email protected] for any questions or corrections.

Royalty Pharma (RPRX +1.14%) will report Q3 2026 earnings pre-market on Nov. 4. After pulling back in September due to a major setback with one of its drug candidates, the pharmaceutical royalty holding company's shares have been soaring back toward their 52-week high.

Yet while this may tempt you to speculate on a post-earnings rally, remember to keep the long term in mind with this stock. Earnings day may not necessarily catalyze share price action, but there's still reason to remain bullish on Royalty's long-term prospects.

Image source: Getty Images.

Royalty Pharma earnings preview
Analyst forecasts call for Royalty Pharma to report 8.7% sales growth and essentially zero earnings growth for the quarter ended Sept. 30. However, the sell side has been upwardly revising its forecasts ever since the company reported earnings in August. At the time, Royalty Pharma, which funds new drug development in exchange for royalty interests and other considerations, reported strong results, including 14% growth in royalty receipts.

Given the nature of its business, investors perceive the company as having "lumpy" results. Based on analyst forecasts, Wall Street appears to expect Royalty Pharma to report steady royalty revenue but fewer one-time milestone payments.

RPRX Royalty Pharma Plc$65.56+$0.74 (+1.14%)

NASDAQ · As of 10:42 AM ET 10/29/26

Stay focused on the long-term bull case
Alongside the results themselves, updates on key candidates, such as cancer treatments JNJ-4804 and daraxonrasib, under development by Johnson & Johnson and Revolution Medicines, respectively, could trigger a positive reaction from the market. Upbeat news on other drug candidates could help outweigh recent pessimism about underwhelming results with pelacarsen, under development by Novartis.

On the other hand, further negative pipeline news and/or any guidance walk back in the Nov. 4 earnings release could also lead to a bearish response to earnings. That said, if the company can continue to generate double-digit returns from its drug development funding, as well as smooth out its earnings, to the point where it experiences steady growth rather than "lumpy" results, the stock, trading for around 12 times forward adjusted earnings, could move to a mid-to-high teens forward multiple, in line with the valuation of larger, more established biotech stocks.

T. Rowe Price (TROW) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.58 per share. This compares to earnings of $2.81 per share a year ago.

Although the revenue and EPS for West Pharmaceutical (WST) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

GLW's Q3 earnings beat estimates as AI-driven Optical Communications surged, margins improved and upbeat Q4 guidance reinforced its growth outlook.

, /PRNewswire/ -- National trial law firm Hagens Berman alerts investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a securities class action has been filed, and reminds investors that they have until November 10, 2026, to seek appointment as lead plaintiff.

If you purchased or acquired FuelCell securities during the Class Period and suffered significant financial losses, submit your losses now. 

Key Details

Class Period: June 24, 2026 – Sept. 1, 2026Lead Plaintiff Deadline: Nov. 10, 2026Visit: www.hbsslaw.com/fcel  Direct Contact Email: [email protected] Firm Telephone: 844-916-0895Video: https://youtu.be/GlhunVARgjoWhat is the FuelCell Securities Class Action About?

The lawsuit focuses on whether FuelCell Energy and certain top executives—including CEO Jason B. Few and CFO Michael S. Bishop—violated the Securities Exchange Act of 1934 by making materially false and misleading statements regarding the company's manufacturing capacity, production economics, and a major commercial agreement.

Specifically, the action alleges that throughout the Class Period, defendants touted a high-profile Capital Equipment Purchase Agreement (CEPA) announced on June 24, 2026, under which FuelCell agreed to supply carbonate fuel cell block systems for up to 380 megawatts (MW) of clean, baseload on-site power for data centers to Fit Energy USA LP (beginning with an initial 30 MW phase). Concurrently, FuelCell capitalized on the market enthusiasm by completing a massive underwritten public offering of over 12 million shares of common stock at $21 per share, raising roughly $245.5 million in net proceeds.

However, the complaint alleges that defendants failed to disclose critical operational realities to investors:

That FuelCell's actual manufacturing capacity was wholly inadequate to generate the production rates required under the Fit Energy CEPA;That the lagging production volume meant product costs and manufacturing overhead heavily exceeded the contractual pricing, locking the company into severe gross losses; andThat the company was tracking multi-million-dollar charges and inventory commitments tied to Phase 0 of the agreement that would decimate its quarterly profitability.The truth emerged before the market opened on September 2, 2026, when FuelCell reported its fiscal third-quarter 2026 financial results. The company revealed a staggering net loss of $45.3 million and a massive jump in gross losses—driven by $17 million in charges recorded for Phase 0 of the Fit Energy CEPA because current product costs and overhead exceeded contract pricing.

Following these disclosures, the price of FuelCell stock plummeted nearly 16% in a single trading session, severely damaging shareholders.

What Can FuelCell Investors Do?

If you purchased FCEL securities between June 24, 2026, and September 1, 2026, you may be eligible to participate in the lawsuit as a lead plaintiff.

The Private Securities Litigation Reform Act of 1995 permits any investor who suffered financial losses to seek appointment as lead plaintiff. You do not need to sell your shares to join the class action.

Click Here To Submit Your Losses Click Here to Discuss Your Legal Rights: Contact Hagens Berman attorneys to learn more about the case, the lead plaintiff timeline, and your options."We're focused on whether FuelCell may have misled investors about its manufacturing capabilities, as the suit alleges," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the claims in the pending suit.

Whistleblowers: Persons with non-public information regarding FuelCell 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.

SOURCE Hagens Berman Sobol Shapiro LLP

Investors who purchased FuelCell Energy stock between June 24, 2026 and September 1, 2026 retain specific rights under the federal securities laws, following a class action alleging the Company did not disclose that its production rate was running far below the level needed to cover the contractual pricing of its Fit Energy agreement.

, /PRNewswire/ -- SueWallSt notifies investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a securities class action has been filed on behalf of shareholders who purchased securities between June 24, 2026 and September 1, 2026. Submit your information. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

FCEL closed at a Class Period high of $36.01 per share on June 30, 2026. On September 2, 2026, shares fell $2.68, or 15.69%, to close at $14.40 on unusually heavy volume after the Company reported a net loss of $45.3 million and $17.0 million in charges tied to Phase 0 of the Fit Energy agreement. Lead plaintiff applications must be submitted by November 10, 2026.

Rights Held by Every FCEL Class Period Purchaser

Every investor who bought FuelCell securities during the Class Period is automatically a member of the proposed class if the case proceeds, whether or not they ever contact a law firm. The action alleges that purchasers paid prices that did not reflect the Company's reported annualized production rate of approximately 37.1 MW, a level the Company described as below the volume at which it expected its cost structure to align with market-based pricing.

What Class Period Purchasers Are Entitled To

Membership in the proposed class without any filing, payment, or court appearanceThe right to seek appointment as lead plaintiff and direct how the litigation is conductedThe right to have trading records reviewed at no cost to assess potential eligibilityThe right to participate in any recovery obtained for the class, even without serving as lead plaintiffThe right to select their own counsel rather than accept a firm chosen by othersThe right to do nothing now and still preserve absent class member statusWhy Eligibility Turns on Purchase Dates, Not Share Count

There is no minimum position size. Plaintiffs contend that FuelCell securities traded at artificially inflated prices from the June 24, 2026 announcement of the up-to-380 MW capital equipment purchase agreement until the fiscal third quarter results reported revenue of $33.0 million, down approximately 29% year over year, and a gross loss of $(24.5) million. Eligibility depends on when shares were purchased and whether a loss was sustained, not on whether the shares are still held.

"Shareholders who bought FCEL during this window have rights regardless of the size of their position. The complaint alleges that investors were not told the production rate was below the level required under the Fit Energy pricing terms, and those allegations will be tested in court." -- Joseph E. Levi, Esq.

Act now. Click here to learn more or call (888) SueWallSt.

WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.

Frequently Asked Questions About the FCEL Lawsuit

Q: Who is eligible to join the FCEL investor lawsuit? A: Investors who purchased FCEL stock or securities between June 24, 2026 and September 1, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.

Q: What is the FCEL lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is November 10, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.

Q: How much did FCEL stock drop? A: Shares fell approximately 15.69%, a decline of $2.68 per share, after the Company disclosed fiscal third quarter 2026 results including a $45.3 million net loss and $17.0 million in charges reflecting contractual pricing provisions tied to Phase 0 of the Fit Energy CEPA. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.

Q: What do FCEL investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my FCEL shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (888) SueWallSt\
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE SueWallSt.com

Sirius XM (SIRI) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.84 per share a year ago.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

A revenue beat and a higher AI target weren't enough to protect ServiceNow (NYSE:NOW | NOW Price Prediction), because its forecast for slower growth in contracted revenue is reading as a warning for enterprise software as a whole.

Dell's AI server business is growing at a pace that surprises even seasoned analysts, but a collapsing cash flow figure and negative shareholders' equity are raising serious questions about whether the stock's rally has outrun the fundamentals.

Dell Technologies (NYSE:DELL | DELL Price Prediction) trades at $506.25. The 24/7 Wall St. price target is $568.76 over the next 12 months. That means 12.35% upside and earns a buy rating with high confidence.

Metric
Value

Current Price
$506.25

24/7 Wall St. Price Target
$568.76

Upside/Downside
12.35%

Recommendation
BUY

Confidence Level
90%

Dell has grown well beyond its PC beginnings. AI-optimized servers brought in $16.40 billion last quarter, and the AI backlog ended the quarter at a record $95 billion.

A 306% Rally Meets a Volatile October
Dell shares are up 306.45% year to date and 11.31% over the past week, including an 8.38% gain today. The stock is still down 9.94% over the past month and sits about 14.9% below its 52-week high of $594.69.

In fiscal Q2, reported September 1, revenue rose 57.8% to $46.97 billion, beating the $44.44 billion estimate. Non-GAAP EPS came in at $7.04, well above the $4.90 consensus. Management raised full-year revenue guidance to $192 billion and now expects non-GAAP EPS of $25.50.

Why Bulls See $627 Ahead
The bull case reaches $627.66. Dell booked $60.9 billion in AI orders last quarter and now has more than 6,500 AI customers. Management expects $74 billion in AI server revenue this fiscal year, and the expansion goes well beyond the chipmakers (we highlighted seven of the power, cooling, and networking names riding the same wave in a free report here).

Traditional servers grew 122%, and ISG operating margin expanded to 15% from 8.8%. Analysts have a consensus target of $593, with 20 Buy or Strong Buy ratings and no Sells. Price targets from individual firms were not available.

Cash Flow and Supply Limits Are the Risks to Watch
The bear case falls to $427.71. Free cash flow fell 47.2% to $986 million, and shareholders’ equity stands at -$1.43B. Management also noted shortages of DRAM, NAND and CPUs, and said rising component costs account for part of the growth in traditional servers.

There are offsets. Management reported adjusted free cash flow of $8.1 billion and a core leverage ratio of 0.8x. Negative equity also sits alongside large payouts to shareholders: a record $4.3B last quarter.

How Dell Compares to HPE and Super Micro
Hewlett Packard Enterprise (NYSE:HPE) is Dell’s closest rival in servers and storage. HPE’s non-GAAP operating margin of 16.2% beats Dell’s 12.6%. But HPE only expects 13%-17% revenue growth next fiscal year, which helps explain why Dell trades at a premium.

Super Micro Computer (NASDAQ:SMCI) is the pure-play AI server peer. It trades at 9 times earnings, compared with 25 for Dell. Super Micro also used $6.8 billion in operating cash in fiscal 2026 and faces a board review related to export controls. Against this peer group, our target looks reasonable.

Company
Trailing P/E
Gross Margin

Dell
25
20.0%

HPE
Not meaningful
28.8%

Super Micro
9
10.8%

Dell Earns a Buy Rating at $506
The 24/7 Wall St. price target of $568.76 has a buy rating and 90% confidence. The backlog is the deciding factor.

Dell trades at about 19 times forward earnings. Bullish prospects strengthen if AI orders keep turning into revenue as supply eases. Bearish risks grow if free cash flow keeps falling further behind earnings. Right now, the evidence favors the bulls.

Below is where our model projects Dell could trade if current trends hold.

Year
24/7 Wall St. Price Target

2026
$533.14

2027
$554.82

2028
$613.76

2029
$650.79

2030
$713.50

These projections assume Dell keeps executing. Faster enterprise AI adoption could lift results above these levels. Long component shortages or a pullback in AI spending could drove them lower.

Contact [email protected] for any questions or corrections.