Track market-moving stories before they get noisy

, /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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Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 23:

Pelagos Insurance Capital Limit (PLGO - Free Report) : This insurance and reinsurance company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7% over the last 60 days.

Pelagos Insurance Capital's shares gained 20.9% over the last three months compared with the S&P 500’s decline of 5.1%. The company possesses a Momentum Score of A.

Ballard Power Systems Inc. (BLDP - Free Report) : This fuel cell technology company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.9% over the last 60 days.

Ballard Power Systems’ shares gained 21.1% over the last six months compared with the S&P 500’s decline of 8.7%. The company possesses a Momentum Score of B.

Genco Shipping & Trading Limited (GNK - Free Report) : This dry bulk shipping company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 17.1% over the last 60 days.

Genco Shipping & Trading Limited’s shares gained 9.7% over the last three months compared with the S&P 500’s decline of 5.0%. The company possesses a Momentum Score of A.

See the full list of top ranked stocks here

Learn more about the Momentum score and how it is calculated here.

For the quarter ended June 2026, Blackstone Inc. (BX - Free Report) reported revenue of $3.8 billion, up 23.7% over the same period last year. EPS came in at $1.52, compared to $1.21 in the year-ago quarter.

The reported revenue represents a surprise of +12.7% over the Zacks Consensus Estimate of $3.37 billion. With the consensus EPS estimate being $1.33, the EPS surprise was +14.29%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Blackstone Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Fee-Earning Assets Under Management Rollforward - Private Equity: $267.82 billion versus $262.28 billion estimated by four analysts on average.Fee-Earning Assets Under Management Rollforward - Real Estate: $277.42 billion versus the four-analyst average estimate of $278.48 billion.Fee-Earning Assets Under Management Rollforward - Hedge Fund Solutions (Multi-Asset Investing): $98.11 billion versus the four-analyst average estimate of $92.81 billion.Fee-Earning Assets Under Management Rollforward - Credit & Insurance: $318.24 billion compared to the $323.02 billion average estimate based on four analysts.Segment Revenues- Realized Principal Investment Income: $27.5 million versus the four-analyst average estimate of $40.06 million. The reported number represents a year-over-year change of -6.5%.Segment Revenues- Credit & Insurance- Total Management Fees, Net: $572.76 million versus the four-analyst average estimate of $516.72 million. The reported number represents a year-over-year change of +21.7%.Segment Revenues- Private Equity- Base Management Fees: $681.44 million versus the four-analyst average estimate of $684.56 million. The reported number represents a year-over-year change of +12.6%.Segment Revenues- Multi-Asset Investing- Total Management Fees, Net: $155.88 million compared to the $152.81 million average estimate based on four analysts. The reported number represents a change of +18.3% year over year.Segment Revenues- Real Estate- Total Management Fees, Net: $727.08 million versus $682.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.Segment Revenues- Private Equity- Total Management Fees, Net: $794.58 million versus the four-analyst average estimate of $776.89 million. The reported number represents a year-over-year change of +12.5%.Segment Revenues- Total Management and Advisory Fees, Net: $2.25 billion compared to the $2.13 billion average estimate based on four analysts. The reported number represents a change of +11.4% year over year.Segment Revenues- Base Management Fees: $1.96 billion versus the four-analyst average estimate of $1.99 billion. The reported number represents a year-over-year change of +4.5%.View all Key Company Metrics for Blackstone Inc. here>>>

Shares of Blackstone Inc. have returned +8.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Nasdaq (NDAQ - Free Report) reported $1.5 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.9%. EPS of $1.07 for the same period compares to $0.85 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of +3.87%. The company delivered an EPS surprise of +9.18%, with the consensus EPS estimate being $0.98.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Nasdaq performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Cash Equity Trading - Total matched market share executed on Nasdaq?s exchanges: 14.7% versus the five-analyst average estimate of 14.7%.Equity Derivative Trading and Clearing - Total matched market share executed on Nasdaq?s exchanges: 29.1% versus 28.6% estimated by five analysts on average.Equity Derivative Trading and Clearing - Total industry average daily volume: 66.5 million versus 66.51 million estimated by three analysts on average.Cash Equity Trading - Total industry average daily share volume: 20.2 billion versus 19.97 billion estimated by three analysts on average.Net Revenues- Financial Technology: $539 million compared to the $525.09 million average estimate based on five analysts. The reported number represents a change of +16.2% year over year.Net Revenues- Total Market Services, net: $340 million compared to the $333.3 million average estimate based on five analysts. The reported number represents a change of +11.1% year over year.Net Revenues- Capital Access Platforms: $621 million versus $588.34 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.Net Revenues- Financial Technology- Financial Crime Management Technology: $98 million versus $96.55 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21% change.Net Revenues- Financial Technology- Regulatory Technology: $120 million versus the four-analyst average estimate of $118.25 million. The reported number represents a year-over-year change of +15.4%.Net Revenues- Total Market Services, net- U.S. Equity Derivatives Trading: $123 million versus the four-analyst average estimate of $121.41 million. The reported number represents a year-over-year change of +7.9%.Net Revenues- Total Market Services, net- Cash Equity Trading (U.S. & European): $160 million compared to the $159.91 million average estimate based on four analysts. The reported number represents a change of +18.5% year over year.Net Revenues- Total Market Services, net- U.S. Tape Plans: $33 million versus the four-analyst average estimate of $33.92 million. The reported number represents a year-over-year change of -10.8%.View all Key Company Metrics for Nasdaq here>>>

Shares of Nasdaq have returned +11.4% 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.

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SummaryCME Group is rated Buy, supported by record results and a resilient, defensible futures franchise.CME's moat is anchored in open interest and margin efficiencies, not just market share, insulating it from FMX's cash bond competition.Three underappreciated growth drivers: Treasury clearing, retail expansion, and crypto, are poised to fuel future compounding.Despite a slightly premium valuation (~20x earnings), CME offers quality defensive exposure and strong fundamentals, making the recent dip a buying opportunity. JHVEPhoto/iStock Editorial via Getty Images

The Investment Thesis CME Group (CME) shares have had a rough time of late.

This comes at an interesting time. CME closed 2025 as the best year in its history, its fourth consecutive year

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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.

Veeva Systems (VEEV - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this provider of cloud-based software services for the life sciences industry have returned +14.4%, compared to the Zacks S&P 500 composite's +0.4% change. During this period, the Zacks Medical Info Systems industry, which Veeva falls in, has gained 8.6%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Veeva is expected to post earnings of $2.22 per share, indicating a change of +11.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $9.05 points to a change of +11.7% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $9.9 indicates a change of +9.4% from what Veeva is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Veeva is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Veeva, the consensus sales estimate for the current quarter of $904.07 million indicates a year-over-year change of +14.6%. For the current and next fiscal years, $3.64 billion and $4.07 billion estimates indicate +14% and +11.7% changes, respectively.

Last Reported Results and Surprise HistoryVeeva reported revenues of $882.95 million in the last reported quarter, representing a year-over-year change of +16.3%. EPS of $2.24 for the same period compares with $1.97 a year ago.

Compared to the Zacks Consensus Estimate of $857.33 million, the reported revenues represent a surprise of +2.99%. The EPS surprise was +5.16%.

The company beat consensus EPS estimates in each of the trailing four quarters. 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.

Veeva is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

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

23.7.2026 17:59, CBK, DTG

Index DAX odepsal 1,56 % na 24763,12 b.

Německé akcie, měřené indexem DAX, ve čtvrtek oslabily 1,56 %. Nejvíce klesly akcie Infineon Technologies (-6,2 %), Commerzbank (-5,4 %) a Zalando (-4,1 %). UniCredit a Commerzbank jsou podle zdrojů obeznámených s nabídkou připraveny obnovit jednání, čímž se navrhované převzetí německého rivala italskou bankou stává čím dál pravděpodobnějším. Generální ředitel UniCredit Andrea Orcel zároveň uvedl, že by v případě konsolidace mohl zrušit dříve plánovaný zpětný odkup akcií.

Naopak nejvíce rostly akcie Daimler Truck Holding (+3,9 %), Qiagen (+3,1 %) a Merck (+1,7 %). Společnost Daimler Truck publikovala předběžné hospodářské výsledky a zvýšila celoroční výhled. Společnost nyní očekává očištěný EBIT v rozmezí 3,6–4,1 mld. EUR oproti původnímu odhadu 3,2–3,7 mld. EUR. Výnosy z průmyslového podnikání by měly dosáhnout 43–47 mld. EUR z dříve předpokládaných 42–46 mld. EUR.

Celoevropský index STOXX Europe 600 aktuálně odepisuje 1,15 %. Z jednotlivých sektorů rostou pouze energie (+2,20 %) a zdravotní péče (+0,90 %). Naopak nejvýraznější ztráty zaznamenávají nezbytné spotřební zboží (-3,53 %), informační technologie (-2,26 %) a cyklické spotřební zboží (-2,23 %).

Index DAX -1,56 % na 24763,12 b. Nejsilnější akcie Změna Nejslabší akcie Změna Daimler Truck Holding AG (DTG) +3,9 % Infineon Technologies (IFX) -6,2 % Qiagen (QIA) +3,1 % Commerzbank AG (CBK) -5,4 % Merck (MRK) +1,7 % Zalando (ZAL) -4,1 % GEA Group AG (G1A) +1,1 % Deutsche Telekom (DTE) -4,0 % Rheinmetall AG (RHM) +0,9 % Deutsche Bank (DBK) -4,0 % Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

Key Takeaways Intuitive Machines secured a $148.3 million NASA award to expand its lunar logistics and mobility network.LUNR is strengthening lunar exploration through landers, communications and mission infrastructure.Rocket Lab is expanding its space platform through launch services, spacecraft and satellite technologies. Rocket Lab Corporation (RKLB - Free Report) and Intuitive Machines, Inc. (LUNR - Free Report) are benefiting from expanding opportunities across the commercial space industry, supported by rising investments in space exploration, satellite infrastructure and lunar mission capabilities. As government agencies and commercial customers increase spending on next-generation space programs, both companies are expanding mission capabilities, spacecraft technologies and space services while supporting the future of orbital and lunar operations.

The space industry continues to gain momentum through growing investments in launch services, spacecraft systems, lunar exploration and space communications infrastructure. Increasing demand for scientific research, satellite deployment and deep-space missions is driving broader adoption of integrated space technologies. At the same time, expanding partnerships with government agencies and commercial customers are creating long-term growth opportunities for companies developing scalable launch platforms, spacecraft systems and lunar mission services.

Let’s compare the stocks’ fundamentals to determine which one is the better investment option at present.

The Case for RKLB StockRocket Lab provides launch services, spacecraft manufacturing and satellite technologies supporting commercial, civil and government space missions. The company develops launch vehicles, spacecraft platforms and mission systems while offering integrated services that span launch, spacecraft production and on-orbit operations. Its strategy focuses on expanding end-to-end space capabilities to support a broad range of orbital missions.

In June 2026, Rocket Lab announced an agreement to acquire Iridium for an enterprise value of nearly $8 billion. The transaction expands the company's satellite manufacturing, mission operations and constellation management capabilities while strengthening its vertically integrated space platform and enhancing its ability to support large-scale satellite programs and recurring space services.

The Case for LUNR StockIntuitive Machines develops lunar landers, space communications systems and mission services supporting commercial and government exploration programs. The company focuses on lunar transportation, surface operations and space infrastructure while expanding technologies that enable long-term exploration and scientific missions. Its integrated approach supports the growing demand for lunar access and space exploration services.

In June 2026, Intuitive Machines secured a $148.3 million NASA Commercial Lunar Payload Services award to establish a lunar logistics and mobility network supporting future Moon missions. The award strengthens the company's role in NASA's long-term lunar exploration efforts, expands its lunar infrastructure capabilities and supports future commercial and government missions across the growing lunar economy.

How Does the Zacks Consensus Estimate Compare for RKLB & LUNR?The Zacks Consensus Estimate for Rocket Lab’s 2026 earnings per share (EPS) indicates a rise of 16.67% in the past 60 days. RKLB’s long-term (three to five years) earnings growth rate is 30.91%.

Image Source: Zacks Investment Research

The consensus estimate for Intuitive Machines’ 2026 EPS calls for a jump of 17.31% in the past 60 days. LUNR’s long-term earnings growth rate is 38.75%.

Image Source: Zacks Investment Research

RKLB & LUNR: Stock Price PerformanceOver the past month, shares of RKLB and LUNR have fallen 18.3% and 26.3%, respectively.

Image Source: Zacks Investment Research

Valuation for RKLB & LUNRRKLB shares are trading at a forward 12-month Price/Sales (P/S F12M) multiple of 36.55 compared with LUNR’s P/S F12M of 3.07, making Intuitive Machines shares more attractive from a valuation standpoint.

Image Source: Zacks Investment Research

Summing UpBoth companies operate across the expanding commercial space industry. Rocket Lab focuses on launch services, spacecraft manufacturing and integrated space systems that support orbital missions from launch through on-orbit operations. Intuitive Machines specializes in lunar landers, space communications and mission infrastructure designed to enable long-term lunar exploration and surface operations.

Our choice at the moment is Intuitive Machines, supported by its more attractive valuation and slightly stronger earnings estimate trends compared to Rocket Lab.

Rocket Lab currently carries a Zacks Rank #4 (Sell), while Intuitive Machines carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The market expects Scorpio Tankers (STNG - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. 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 shipping company is expected to post quarterly earnings of $5.14 per share in its upcoming report, which represents a year-over-year change of +264.5%.

Revenues are expected to be $380.77 million, up 70.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 19.03% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. 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 Scorpio Tankers?For Scorpio Tankers, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

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

So, this combination makes it difficult to conclusively predict that Scorpio Tankers 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 Scorpio Tankers would post earnings of $2.73 per share when it actually produced earnings of $3.02, delivering a surprise of +10.62%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Scorpio Tankers 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 ResultsKirby (KEX - Free Report) , another stock in the Zacks Transportation - Shipping industry, is expected to report earnings per share of $1.7 for the quarter ended June 2026. This estimate points to a year-over-year change of +1.8%. Revenues for the quarter are expected to be $862.55 million, up 0.8% from the year-ago quarter.

The consensus EPS estimate for Kirby has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +2.66%.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Kirby will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

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

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SummaryNorthrop Grumman delivered strong Q2 2026 results, with 5% sales growth, a record $104.7B backlog, and raised 2026 guidance despite headline margin pressure.NOC's margin compression stemmed from isolated program issues (SiAW, GEM 63XL), while core segments operated near historical margin levels and cash flow surged.2026 guidance now implies $44B in sales, $28.60–$29.10 EPS, and $3.1–$3.5B in free cash flow, with B-21, Sentinel, and national security space as key growth drivers.I maintain a Strong Buy rating with a $656 base case price target (25% upside), citing stable growth, a robust backlog, and future shareholder return potential post-CapEx cycle.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Getty Images

Northrop Grumman Corporation (NOC) reported a stronger second quarter than the headline year-on-year comparisons suggest. Sales increased modestly, backlog rose to record levels, and adjusted free cash flow surged, with margins and earnings per share being the only metrics with

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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.

The price trend for Coursera (COUR - Free Report) has been bearish lately and the stock has lost 7% over the past two weeks. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.

While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of this online learning platform is a solid fundamental factor that enhances the prospects of a trend reversal for the stock.

Understanding Hammer Chart and the Technique to Trade ItThis is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'

In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.

When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.

Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.

Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.

Here's What Makes the Trend Reversal More Likely for COURThere has been an upward trend in earnings estimate revisions for COUR lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term.

Over the last 30 days, the consensus EPS estimate for the current year has increased 181.5%. What it means is that the sell-side analysts covering COUR are majorly in agreement that the company will report better earnings than they predicted earlier.

If this is not enough, you should note that COUR currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of Coursera, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.

The upcoming report from Paccar (PCAR - Free Report) is expected to reveal quarterly earnings of $1.33 per share, indicating a decline of 2.9% compared to the year-ago period. Analysts forecast revenues of $7.1 billion, representing an increase of 2% year over year.

Over the last 30 days, there has been an upward revision of 2.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation 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 a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

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

Analysts expect 'Sales and Revenues- Financial Services' to come in at $539.88 million. The estimate suggests a change of -1.4% year over year.

The consensus estimate for 'Sales and Revenues- Parts' stands at $1.78 billion. The estimate points to a change of +3.2% from the year-ago quarter.

The consensus among analysts is that 'Sales and Revenues- Truck' will reach $5.15 billion. The estimate indicates a year-over-year change of -1.8%.

The collective assessment of analysts points to an estimated 'Truck deliveries - Total' of 37,871 . The estimate compares to the year-ago value of 39,300 .

According to the collective judgment of analysts, 'Truck deliveries - Other' should come in at 5,256 . The estimate compares to the year-ago value of 5,700 .

Based on the collective assessment of analysts, 'Truck deliveries - Europe' should arrive at 10,951 . The estimate compares to the year-ago value of 10,600 .

Analysts' assessment points toward 'Truck deliveries - U.S and Canada' reaching 21,664 . The estimate compares to the year-ago value of 23,000 .

Analysts predict that the 'Pretax Profit- Financial Services' will reach $115.96 million. The estimate compares to the year-ago value of $123.20 million.

The combined assessment of analysts suggests that 'Pretax Profit- Parts' will likely reach $441.87 million. The estimate compares to the year-ago value of $416.50 million.

Analysts forecast 'Pretax Profit- Truck' to reach $220.92 million. Compared to the current estimate, the company reported $308.80 million in the same quarter of the previous year.

View all Key Company Metrics for Paccar here>>>

Paccar shares have witnessed a change of +12% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #3 (Hold), PCAR 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 >>>> .

Chewy: Steady Revenue ExpansionChewy (CHWY -3.48%) functions as an online retailer in the United States, selling food, supplies, and medications for companion animals.

While launching a consolidated private-label brand called Chewy Made, it reported a net income margin of approximately 1% for the quarter ended May 3, 2026.

Petco Health and Wellness: Flat Revenue TrendPetco Health and Wellness (WOOF -4.28%) provides veterinary care, grooming, training services, and consumables through its digital platforms and physical retail locations.

While it reported a return to positive comparable-store sales growth, it posted a gross margin of approximately 38% for the quarter ended May 2, 2026.

Why Revenue Matters for Retail InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, and it helps investors understand the total amount of money a business brings in before any operating expenses are deducted.

Quarterly Revenue for Chewy and Petco Health and WellnessQuarter (Period End)Chewy RevenuePetco Health and Wellness RevenueQ3 2024$2.9 billion (period ended July 2024)$1.5 billion (period ended Aug. 2024)Q4 2024$2.9 billion (period ended Oct. 2024)$1.5 billion (period ended Nov. 2024)Q1 2025$3.2 billion (period ended Feb. 2025)$1.6 billion (period ended Feb. 2025)Q2 2025$3.1 billion (period ended May 2025)$1.5 billion (period ended May 2025)Q3 2025$3.1 billion (period ended Aug. 2025)$1.5 billion (period ended Aug. 2025)Q4 2025$3.1 billion (period ended Nov. 2025)$1.5 billion (period ended Nov. 2025)Q1 2026$3.3 billion (period ended Feb. 2026)$1.5 billion (period ended Jan. 2026)Q2 2026$3.3 billion (period ended May 2026)$1.5 billion (period ended May 2026)Data source: Company filings.

Foolish TakeWhile neither of these petcare companies is a high-flying growth stock anymore, I’d argue that Chewy offers vastly superior growth potential. In contrast, Petco might be more interesting for deep-value investors looking for a turnaround. In their last quarter, Chewy grew sales by 8%, and Petco’s revenue remained flat.

This difference in sales growth is also pretty clearly reflected in each stock’s valuation. Chewy currently trades at 0.7 times sales and 19 times EBITDA, while Petco trades at 0.12 times sales and 10 times EBITDA, both deeply discounted. However, one thing investors should know is that Chewy has a slight net cash balance, whereas Petco has a massive $2.3 billion in debt versus its diminutive market cap of $750 million. This makes Petco a much more vulnerable company compared to Chewy and helps explain its deeply discounted valuation.

Ultimately, I much prefer Chewy for the long term thanks to its better balance sheet, steady growth prospects, leadership position in its e-commerce niche, and loyal customers. Furthermore, Chewy generates 84% of its sales from Autoship repurchases (such as dog food), creating a massive recurring revenue base month after month. Lastly, Chewy has several developments in the works that should have driven its profit margins higher, including:

Chewy Vet Care clinicsprivate label goodshealth and wellness productsadvertisingHigher efficiencies from Autoship as it keeps expandingI would only be interested in buying Chewy today and will likely continue doing so for myself and my daughter while it trades near 52-week lows, despite reporting solid operational results.