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San Diego, California--(Newsfile Corp. - June 8, 2026) - The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Medpace Holdings Inc. (NASDAQ: MEDP) common stock between April 22, 2025 and February 9, 2026, all dates inclusive (the "Class Period"), have until today, Monday, June 8, 2026 to seek appointment as lead plaintiff of the Medpace class action lawsuit. Captioned Durbin v. Medpace Holdings Inc., No. 26-cv-00346 (S.D. Ohio), the Medpace class action lawsuit charges Medpace as well as certain of Medpace's top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Medpace class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-medpace-holdings-inc-class-action-lawsuit-medp.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Medpace is a clinical contract research organization (CRO) focused on providing scientifically-driven outsourced clinical development services to the biotechnology, pharmaceutical, and medical device industries.

The Medpace class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Medpace consistently oversold Medpace's projected book-to-bill ratio for fourth quarter 2025; (ii) Medpace knew or recklessly disregarded the impact that cancellations have on Medpace's book-to-bill ratio; (iii) Medpace frequently claimed that the projection of a 1.15 book-to-bill ratio for fourth quarter 2025 was reasonable and achievable and that cancellations were not a sign of a weak business environment; (iv) Medpace reassured investors that Medpace was not concerned about the lack of diversity in its pre-backlog; and (v) Medpace management stated that, despite the uptick in metabolic growth, Medpace's upside was broad-based and not isolated to any handful of studies.

The Medpace class action lawsuit further alleges that on February 9, 2026, Medpace released fourth quarter 2025 earnings results revealing a book-to-bill ratio of 1.04, well below Medpace's guidance. On this news, the price of Medpace common stock fell nearly 16%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Medpace common stock during the Class Period to seek appointment as lead plaintiff in the Medpace class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Medpace class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Medpace class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Medpace class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors - $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever - $7.2 billion - in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

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Contact:
Robbins Geller Rudman & Dowd LLP
Ken Dolitsky
Michael Albert
655 W. Broadway, Suite 1900, San Diego, CA 92101
800/851-7783
[email protected]

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300435

Source: Robbins Geller Rudman & Dowd LLP

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[url="]Faruqi and Faruqi, LLP[/url], a leading national securities law firm, is investigating potential claims against Medpace Holdings, Inc. (“Medpace” or t

New York, New York--(Newsfile Corp. - June 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Medpace Holdings, Inc. (NASDAQ: MEDP) between April 22, 2025 and February 9, 2026, inclusive (the "Class Period"), of the important June 8, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Medpace common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO: To join the Medpace class action, go to https://rosenlegal.com/submit-form/?case_id=58453 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or concealed material adverse facts concerning the true state of Medpace's backlog cancellation rate. In fact, defendants continuously touted "well behaved" cancellation rates. Furthermore, Medpace made clear that cancellations were not caused by weak business or a weak funding environment, providing investors with overly positive growth expectations that could not maintain the projected 1.15 book-to-bill ratio. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Medpace class action, go to https://rosenlegal.com/submit-form/?case_id=58453 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300515

Source: The Rosen Law Firm PA

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, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Medpace Holdings, Inc. (NASDAQ: MEDP) 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 Medpace securities between April 22, 2025 and February 9, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MEDP.

Medpace Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Medpace's public statements regarding its expected book-to-bill ratio for the fourth quarter and second half of fiscal year 2025 lacked a reasonable basis; Defendants repeatedly portrayed an overly optimistic book-to-bill ratio of approximately 1.15 during earnings calls and other public communications, despite contrary internal information; and as a result, Defendants' statements about the Company's business, operations, and financial prospects were materially false and misleading at all relevant times. What's Next for Medpace 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/MEDP. 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 Medpace you have until June 8, 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 Medpace 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 Medpace 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.

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Contact Info

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

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Prior results do not guarantee similar outcomes.

SOURCE Bronstein, Gewirtz & Grossman, LLC

Investors looking for stocks in the Medical Services sector might want to consider either Concentra Group (CON - Free Report) or Medpace (MEDP - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Right now, Concentra Group is sporting a Zacks Rank of #2 (Buy), while Medpace has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that CON likely has seen a stronger improvement to its earnings outlook than MEDP has recently. However, value investors will care about much more than just this.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

CON currently has a forward P/E ratio of 17.80, while MEDP has a forward P/E of 27.88. We also note that CON has a PEG ratio of 1.24. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. MEDP currently has a PEG ratio of 2.41.

Another notable valuation metric for CON is its P/B ratio of 8.1. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, MEDP has a P/B of 22.68.

These are just a few of the metrics contributing to CON's Value grade of B and MEDP's Value grade of D.

CON is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that CON is likely the superior value option right now.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Freshpet (FRPT - Free Report) , which belongs to the Zacks Food - Miscellaneous industry, could be a great candidate to consider.

This seller of refrigerated fresh pet food has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 27.91%.

For the most recent quarter, Freshpet was expected to post earnings of $0.43 per share, but it reported $0.64 per share instead, representing a surprise of 48.84%. For the previous quarter, the consensus estimate was $0.43 per share, while it actually produced $0.46 per share, a surprise of 6.98%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for Freshpet lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. 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.

Freshpet has an Earnings ESP of +25.37% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on May 6, 2026.

With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Freshpet (FRPT - Free Report) closed the most recent trading day at $67.38, moving +1.87% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 1.02% for the day. Elsewhere, the Dow gained 1.62%, while the tech-heavy Nasdaq added 0.89%.

Prior to today's trading, shares of the seller of refrigerated fresh pet food had gained 10.09% outpaced the Consumer Staples sector's gain of 1.45% and lagged the S&P 500's gain of 12.23%.

Market participants will be closely following the financial results of Freshpet in its upcoming release. The company plans to announce its earnings on May 6, 2026. On that day, Freshpet is projected to report earnings of $0.06 per share, which would represent a year-over-year decline of 33.33%. At the same time, our most recent consensus estimate is projecting a revenue of $291.02 million, reflecting a 10.55% rise from the equivalent quarter last year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.25 per share and a revenue of $1.2 billion, representing changes of -52.65% and +9.33%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Freshpet. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.78% lower. Freshpet currently has a Zacks Rank of #3 (Hold).

From a valuation perspective, Freshpet is currently exchanging hands at a Forward P/E ratio of 52.96. This represents a premium compared to its industry average Forward P/E of 14.1.

The Food - Miscellaneous industry is part of the Consumer Staples sector. Currently, this industry holds a Zacks Industry Rank of 208, positioning it in the bottom 15% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

Delivers ~13% Net Sales Growth
Company Updates 2026 Outlook; Raises Net Sales Guidance

BEDMINSTER, N.J., May 06, 2026 (GLOBE NEWSWIRE) -- Freshpet, Inc. (“Freshpet” or the “Company”) (Nasdaq: FRPT) today reported financial results for its first quarter ended March 31, 2026.

First Quarter 2026 Financial Highlights Compared to Prior Year Period

Net sales of $297.6 million, an increase of 13.1%.Gross margin of 40.5%, compared to the prior year period of 39.4%.Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%.1Net income of $48.5 million, compared to the prior year period net loss of $12.7 million.Adjusted EBITDA of $37.9 million, compared to the prior year period of $35.5 million.1
"We are encouraged by our strong start to 2026, delivering first quarter sales growth in excess of our 2026 guidance and reinforcing our confidence in Freshpet's long-term growth opportunity. Our performance reflects the strength of our differentiated product offerings, our manufacturing scale and expertise, our extensive omnichannel marketing and distribution capabilities, and our ability to adapt in a dynamic environment to drive market share gains and lead the growing fresh pet food segment," commented Billy Cyr, Freshpet’s Chief Executive Officer. "As strong as our performance is, we remain mindful of ongoing macroeconomic volatility and inflation. We are modestly raising our net sales guidance to reflect our strong start to the year, while balancing broader economic risks. We have a large and expanding addressable market, continued momentum with customers and consumers, and early progress on our operational and technology initiatives. We believe we are well positioned to drive sustainable, profitable growth and long-term value creation while fulfilling our mission to help dogs and cats live longer, happier lives with the people who love them."

First Quarter 2026

Net sales increased 13.1% to $297.6 million for the first quarter of 2026, compared to $263.2 million in the prior year period. The increase in net sales was primarily driven by volume gains of 14.6%, partially offset by unfavorable price/mix of 1.5%.

Gross profit was $120.7 million, or 40.5% as a percentage of net sales, for the first quarter of 2026, compared to $103.8 million, or 39.4% as a percentage of net sales, in the prior year period. Gross profit as a percentage of net sales increased primarily due to lower input costs and improved leverage on plant expenses. For the first quarter of 2026, Adjusted Gross Profit was $139.6 million, or 46.9% as a percentage of net sales, compared to $120.2 million, or 45.7% as a percentage of net sales, in the prior year period.1

Selling, general and administrative expenses (“SG&A”) were $116.3 million, or 39.1% as a percentage of net sales, for the first quarter of 2026, compared to $115.3 million, or 43.8% as a percentage of net sales, in the prior year period. SG&A as a percentage of net sales decreased primarily due to a decrease in non-recurring charges that occurred in the first quarter of 2025, partially offset by increased media spend as a percentage of net sales. Adjusted SG&A for the first quarter of 2026 was $101.7 million, or 34.2% as a percentage of net sales, compared to $84.7 million, or 32.2% as a percentage of net sales, in the prior year period.1

Net income was $48.5 million for the first quarter of 2026 compared to a net loss of $12.7 million in the prior year period. The increase in net income was due to the gain on equity investment as a result of the sale of 100% of our non-controlling interest in a privately held company following its acquisition by a third party, contributions from higher sales, and decreased non-recurring SG&A charges, partially offset by the increase in income tax expense.

Adjusted EBITDA was $37.9 million for the first quarter of 2026 compared to $35.5 million in the prior year period.1 The increase in Adjusted EBITDA was a result of increased Adjusted Gross Profit, partially offset by higher Adjusted SG&A.

Balance Sheet

As of March 31, 2026, the Company had cash and cash equivalents of $381.4 million with $397.9 million of debt outstanding, net of $4.6 million of unamortized debt issuance costs. Cash and cash equivalents increased $103.4 million compared to $278.0 million as of December 31, 2025, primarily as a result of the $95.5 million of cash proceeds received from the sale of our equity investment. For the quarter ended March 31, 2026, cash from operations was $40.3 million, an increase of $35.5 million compared to the prior year period.

The Company will utilize its balance sheet to support its ongoing capital needs in connection with its long-term capacity plan.

Outlook

For full year 2026, the Company is updating its guidance and now expects the following:

Net sales growth in the range of 8% to 11%, compared to an increase of 7% to 10% in the previous guidance;Adjusted EBITDA in the range of $205 million to $215 million, unchanged from the previous guidance; andPositive free cash flow with capital expenditures of ~$150 million, unchanged from the previous guidance.
The Company does not provide guidance for net income, the U.S. GAAP measure most directly comparable to Adjusted EBITDA, and similarly cannot provide a reconciliation between its forecasted Adjusted EBITDA and net income metrics without unreasonable effort due to the unavailability of reliable estimates for certain components of net income and the respective reconciliations, including the timing of and amount of costs of goods sold and selling, general and administrative expenses. These items are not within the Company's control and may vary greatly between periods and could significantly impact future results.

Conference Call & Earnings Presentation Webcast Information
As previously announced, today, May 6, 2026, the Company will host a conference call beginning at 8:00 a.m. Eastern Time with members of its leadership team. The conference call webcast will be available live over the Internet through the "Investors" section of the Company's website at www.freshpet.com. To participate on the live call, listeners in North America may dial (877) 407-0792 and international listeners may dial (201) 689-8263; the passcode is 13760132.

About Freshpet
Freshpet's mission is to help dogs and cats live longer, happier, healthier lives with the people who love them. Developed by on-staff Veterinary Nutritionists, Veterinarians and Food Scientists, recipes are made from whole ingredients, like fresh meats, vegetables and fruits, and are cooked in small batches at lower temperatures to preserve their natural goodness and made at our Freshpet Kitchens. Freshpet foods and treats are kept refrigerated until they arrive at Freshpet Fridges in local markets or delivered directly to consumers.

Freshpet is available in select grocery, mass, digital, pet specialty, and club retailers across the United States, Canada and Europe, as well as online in the U.S. From the care they take to source their ingredients and make their food, to the moment it reaches your home, Freshpet's commitment to integrity, transparency and social responsibility is a point of pride.

Forward Looking Statements

Certain statements in this press release constitute “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on our current expectations and assumptions. These include statements regarding our confidence in Freshpet's long-term growth opportunity, our net sales guidance, our position to drive sustainable, profitable growth and long-term value. Such statements are subject to risks and uncertainties that could cause actual results to differ materially from those discussed in the forward-looking statements including, but not limited to, those identified in connection with such statements, the implementation of our new technologies in the time frame, at the rate, at the cost, or with anticipated efficiencies and impact on product quality we expect, economic uncertainty, changes in rates of pet acquisition, the launch of new competitive products, impact of tariffs, fuel, energy and ingredient pricing, effectiveness of media campaigns, success rate of new chillers, and most prominently, the risks discussed under the heading "Risk Factors" in the Company's latest annual report on Form 10-K and in quarterly reports on Form 10-Q filed with the Securities and Exchange Commission. Such forward-looking statements are made only as of the date of this release. Freshpet undertakes no obligation to publicly update or revise any forward-looking statement because of new information, future events or otherwise, except as otherwise required by law. If we do update one or more forward-looking statements, no inference should be made that we will make additional updates with respect to those or other forward-looking statements.

Non-GAAP Financial Measures

Freshpet uses the following non-GAAP financial measures in its financial communications. These non-GAAP financial measures should be considered as supplements to the U.S. GAAP reported measures, should not be considered replacements for, or superior to, the U.S. GAAP measures and may not be comparable to similarly named measures used by other companies. Such financial measures are not financial measures prepared in accordance with U.S. GAAP.

Adjusted Gross ProfitAdjusted Gross Profit as a percentage of net sales (Adjusted Gross Margin)Adjusted SG&A ExpensesAdjusted SG&A Expenses as a percentage of net salesEBITDAAdjusted EBITDAAdjusted EBITDA as a percentage of net sales (Adjusted EBITDA Margin)Free Cash Flow Adjusted Gross Profit: Freshpet defines Adjusted Gross Profit as gross profit before depreciation expense, non-cash share-based compensation and loss on disposal of manufacturing equipment.

Adjusted SG&A Expenses: Freshpet defines Adjusted SG&A as SG&A expenses before depreciation and amortization expense, non-cash share-based compensation, loss on disposal of equipment, distributor transition costs, legal obligation and international business charges.

EBITDA and Adjusted EBITDA: EBITDA represents net income (loss) plus depreciation and amortization expense, interest expense net of interest income and income tax expense, and Adjusted EBITDA represents EBITDA less gain on equity investment, plus non-cash share-based compensation expense, loss on disposal of property, plant and equipment, distributor transition costs, legal obligation, and international business charges.

Free Cash Flow: Freshpet defines Free Cash Flow as net cash flows provided by operating activities less capital expenditures.

Management believes that the non-GAAP financial measures are meaningful to investors because they provide a view of the Company with respect to ongoing operating results. The non-GAAP financial measures are shown as supplemental disclosures in this release because they are widely used by the investment community for analysis and comparative evaluation. They also provide additional metrics to evaluate the Company’s operations and, when considered with both the Company’s GAAP results and the reconciliation to their most directly comparable U.S. GAAP measures, provide a more complete understanding of the Company’s business than could be obtained absent this disclosure. The non-GAAP measures are not and should not be considered an alternative to the most directly comparable U.S. GAAP measures or any other figure calculated in accordance with U.S. GAAP, or as an indicator of operating performance. The Company’s calculation of the non-GAAP financial measures may differ from methods used by other companies. Management believes that the non-GAAP measures are important to an understanding of the Company's overall operating results in the periods presented. The non-GAAP financial measures are not recognized in accordance with U.S. GAAP and should not be viewed as an alternative to U.S. GAAP measures of performance.

FRESHPET, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(Unaudited, in thousands, except per share data)
 March 31,
2026 December 31,
2025ASSETS   CURRENT ASSETS:   Cash and cash equivalents$381,381  $277,975 Accounts receivable, net of allowance for doubtful accounts 65,370   63,762 Inventories, net 80,588   76,766 Prepaid expenses 7,338   9,807 Other current assets 7,115   7,404 Total Current Assets 541,792   435,714 Property, plant and equipment, net 1,143,589   1,138,671 Operating lease right of use assets 65,596   66,424 Long term investment in equity securities —   33,446 Deferred tax assets, net 52,824   68,893 Other assets 35,378   34,627 Total Assets$1,839,179  $1,777,775 LIABILITIES AND STOCKHOLDERS' EQUITY   CURRENT LIABILITIES:   Accounts payable$35,463  $42,429 Accrued expenses 47,504   31,610 Current operating lease liabilities 2,336   2,241 Current finance lease liabilities 2,346   2,315 Total Current Liabilities$87,649  $78,595 Convertible senior notes 397,884   397,330 Long term operating lease liabilities 64,412   65,023 Long term finance lease liabilities 27,060   28,075 Deferred tax liabilities, net 111   93 Total Liabilities$577,116  $569,116 Commitments and contingencies —   — STOCKHOLDERS' EQUITY:   Common stock — voting, $0.001 par value, 200,000 shares authorized, 49,155 issued and 49,141 outstanding on March 31, 2026, and 48,985 issued and 48,970 outstanding on December 31, 2025 49   49 Additional paid-in capital 1,356,890   1,351,201 Accumulated deficit (94,161)  (142,669)Accumulated other comprehensive (loss) income (459)  334 Treasury stock, at cost — 14 shares on March 31, 2026, and on December 31, 2025 (256)  (256)Total Stockholders' Equity 1,262,063   1,208,659 Total Liabilities and Stockholders' Equity$1,839,179  $1,777,775  FRESHPET, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF INCOME (LOSS) AND COMPREHENSIVE INCOME (LOSS)
(Unaudited, in thousands, except per share data)
  For the Three Months Ended
March 31,  2026   2025 NET SALES$297,644  $263,249 COST OF GOODS SOLD 176,970   159,461 GROSS PROFIT 120,674   103,788 SELLING, GENERAL, AND ADMINISTRATIVE EXPENSES 116,343   115,285 INCOME (LOSS) FROM OPERATIONS 4,331   (11,497)OTHER INCOME (EXPENSES):   Interest and Other Income, net 2,883   2,393 Interest Expense (3,586)  (3,459)Gain on Equity Investment 62,013   — TOTAL OTHER INCOME (EXPENSES) 61,310   (1,066)INCOME (LOSS) BEFORE INCOME TAXES 65,641   (12,563)INCOME TAX EXPENSE 17,133   134 INCOME (LOSS) ATTRIBUTABLE TO COMMON STOCKHOLDERS$48,508  $(12,697)OTHER COMPREHENSIVE (LOSS) INCOME:   Change in foreign currency translation$(793) $211 TOTAL OTHER COMPREHENSIVE (LOSS) INCOME (793)  211 TOTAL COMPREHENSIVE INCOME (LOSS)$47,715  $(12,486)NET INCOME (LOSS) PER SHARE ATTRIBUTABLE TO COMMON STOCKHOLDERS   -BASIC$0.99  $(0.26)-DILUTED$0.91  $(0.26)WEIGHTED AVERAGE SHARES OF COMMON STOCK OUTSTANDING   -BASIC 49,062   48,733 -DILUTED 56,060   48,733  FRESHPET, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(Unaudited, in thousands)
  For the Three Months Ended
March 31,  2026   2025 CASH FLOWS FROM OPERATING ACTIVITIES:   Net income (loss)$48,508  $(12,697)Adjustments to reconcile net income (loss) to net cash flows provided by operating activities:   Provision for loss on accounts receivable —   11,452 Loss on disposal of property, plant and equipment 126   744 Share-based compensation 9,137   8,816 Depreciation and amortization 24,990   21,827 Amortization of deferred financing costs 554   535 Change in operating lease right of use asset 828   309 Deferred income taxes 16,089   — Gain on equity investment (62,013)  — Changes in operating assets and liabilities:   Accounts receivable (1,407)  (5,609)Inventories (3,149)  (2,952)Prepaid expenses and other current assets 544   688 Other assets (1,334)  (1,102)Accounts payable (8,128)  4,574 Accrued expenses 16,100   (21,461)Operating lease liability (516)  (317)Net cash flows provided by operating activities 40,329   4,807 CASH FLOWS FROM INVESTING ACTIVITIES:   Proceeds from sale of equity investment 95,459   — Acquisitions of property, plant and equipment, software and deposits on equipment (27,599)  (26,491)Net cash flows provided by (used in) investing activities 67,860   (26,491)CASH FLOWS FROM FINANCING ACTIVITIES:   Proceeds from exercise of options to purchase common stock 743   157 Tax withholdings related to net shares settlements of restricted stock units (4,542)  (2,861)Principal payments under finance lease obligations (984)  (513)Net cash flows used in financing activities (4,783)  (3,217)NET CHANGE IN CASH AND CASH EQUIVALENTS 103,406   (24,901)CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR 277,975   268,633 CASH AND CASH EQUIVALENTS, END OF PERIOD$381,381  $243,732  FRESHPET, INC. AND SUBSIDIARIES
RECONCILIATION BETWEEN GROSS PROFIT AND ADJUSTED GROSS PROFIT
  Three Months Ended
March 31,  2026   2025  (Dollars in thousands)Gross profit$120,674  $103,788 Depreciation expense 17,298   15,179 Non-cash share-based compensation 1,588   1,283 Loss (gain) on disposal of manufacturing equipment 12   (5)Adjusted Gross Profit$139,572  $120,245 Adjusted Gross Profit as a % of Net Sales 46.9%  45.7% FRESHPET, INC. AND SUBSIDIARIES
RECONCILIATION BETWEEN SG&A EXPENSES AND ADJUSTED SG&A EXPENSES
  Three Months Ended
March 31,  2026   2025  (Dollars in thousands)SG&A expenses$116,343  $115,285 Depreciation and amortization expense 6,980   5,937 Non-cash share-based compensation (a) 7,549   7,533 Loss on disposal of equipment 114   166 Distributor transition costs (b) —   10,680 Legal obligation (c) —   4,987 International business charges (d) —   1,273 Adjusted SG&A Expenses$101,700  $84,709 Adjusted SG&A Expenses as a % of Net Sales 34.2%  32.2% (a)Includes true-ups to share-based compensation expense. We have certain outstanding share-based awards with performance-based vesting conditions that require the achievement of certain Adjusted EBITDA margins, Adjusted EBITDA and/or Net Sales targets as a condition of vesting. At each reporting period, we reassess the probability of achieving the performance criteria and the performance period required to meet those targets. When the probability of achieving such performance conditions changes, the compensation cost previously recorded is adjusted as needed. When such performance conditions are deemed to be improbable of achievement, the compensation cost previously recorded is reversed.(b)Represents a non-recurring loss as a result of an accounts receivable write-off in connection with the liquidation of one of our pet specialty distributors. Concurrent with its liquidation, we transitioned to a new distribution partner, who is a leading pet specialty distributor and who we anticipate will facilitate sales to pet specialty stores. Thus, despite the transitory impact during the first quarter of 2025, our ability to continue to generate sales is consistent with what we would expect to generate within the pet specialty channel.(c)Represents the net settlement charges for all claims related to the litigation with Phillips.(d)Represents termination costs due to a business change in our international go-to-market strategy. FRESHPET, INC. AND SUBSIDIARIES
RECONCILIATION BETWEEN NET INCOME (LOSS) AND ADJUSTED EBITDA
  Three Months Ended
March 31,  2026   2025  (Dollars in thousands)Net income (loss)$48,508  $(12,697)Depreciation and amortization 24,278   21,116 Interest expense, net of interest income 705   1,064 Income tax expense 17,133   134 EBITDA 90,624   9,617 Non-cash share-based compensation (a) 9,137   8,816 Loss on disposal of property, plant and equipment 126   161 Gain on equity investment (62,013)  — Distributor transition costs (b) —   10,680 Legal obligation (c) —   4,987 International business charges (d) —   1,273 Adjusted EBITDA$37,874  $35,534 Adjusted EBITDA as a % of Net Sales 12.7%  13.5%(a)Includes true-ups to share-based compensation expense. We have certain outstanding share-based awards with performance-based vesting conditions that require the achievement of certain Adjusted EBITDA margins, Adjusted EBITDA and/or Net Sales targets as a condition of vesting. At each reporting period, we reassess the probability of achieving the performance criteria and the performance period required to meet those targets. When the probability of achieving such performance conditions changes, the compensation cost previously recorded is adjusted as needed. When such performance conditions are deemed to be improbable of achievement, the compensation cost previously recorded is reversed.(b)Represents a non-recurring loss as a result of an accounts receivable write-off in connection with the liquidation of one of our pet specialty distributors. Concurrent with its liquidation, we transitioned to a new distribution partner, who is a leading pet specialty distributor and who we anticipate will facilitate sales to pet specialty stores. Thus, despite the transitory impact during the first quarter of 2025, our ability to continue to generate sales is consistent with what we would expect to generate within the pet specialty channel.(c)Represents the net settlement charges for all claims related to the litigation with Phillips.(d)Represents termination costs due to a business change in our international go-to-market strategy. FRESHPET, INC. AND SUBSIDIARIES
RECONCILIATION BETWEEN NET CASH FLOWS PROVIDED BY OPERATING ACTIVITIES AND FREE CASH FLOW
  Three Months Ended
March 31,  2026   2025  (Dollars in thousands)Net cash flows provided by operating activities$40,329  $4,807 less: capital expenditures2 (27,599)  (26,491)Free Cash Flow$12,730  $(21,684) 1 Adjusted Gross Margin, Adjusted Gross Profit, Adjusted SG&A, Adjusted EBITDA and Free Cash Flow are non-GAAP financial measures. See "Non-GAAP Measures" for how the Company defines these measures and the financial tables that accompany this release for reconciliations of these measures to the closest comparable GAAP measures.
2 Capital expenditures is equivalent to the amount included in "Acquisitions of property, plant and equipment, software and deposits on equipment" on our Consolidated Statements of Cash Flows for the reported period.

Freshpet, Inc. (FRPT) Q1 2026 Earnings Call Transcript

Freshpet's moat continues to support top-line growth, making the current price an appealing BUY opportunity. Household penetration and expanding distribution capabilities should provide revenue and EBITDA expectation beats in the next few quarters. Even with competition from private-label products, Freshpet's product offerings remain the market favorite in the refrigerated dog food segment.

What happenedAccording to an SEC filing dated May 13, 2026, Champlain Investment Partners, LLC, sold its entire position in Freshpet (FRPT +1.26%) by disposing of 1,776,396 shares during the first quarter. The estimated transaction value was $124.82 million, calculated using the quarter’s average unadjusted closing price. The quarter-end value of the stake decreased by $108.24 million, reflecting both the trade and price movement.

What else to knowChamplain’s full exit from Freshpet reduced the position from 1.1% of AUM last quarter to zero.

Top holdings after the filing:Tradeweb Markets: $172.90 million (2.2% of AUM)Penumbra: $161.36 million (2.1% of AUM)EOG Resources: $153.19 million (1.9% of AUM)Synopsis: $152.57 million (1.9% of AUM)Nutanix: $152.43 million (1.9% of AUM)As of May 14, 2026, shares were priced at $49.34, down 36.2% over one year, underperforming the S&P 500 by 64 percentage points.

Company overviewMetricValueRevenue (TTM)$1.14 billionNet income (TTM)$200.34 millionMarket capitalization$2.39 billionPrice (as of market close May 14, 2026)$49.34Company snapshotFreshpet:

Produces and markets natural fresh meals and treats for dogs and cats, primarily under the Freshpet, Dognation, and Dog Joy brandsGenerates revenue through retail distribution in grocery, mass, club, pet specialty, natural stores, and online channelsTargets pet owners in the United States, Canada, and Europe seeking high-quality, refrigerated pet food productsFreshpet focuses on providing minimally processed, refrigerated pet food products to health-conscious consumers, leveraging a multi-channel retail presence to drive brand visibility and customer loyalty.

What this transaction means for investorsIt looks like Champlain first purchased Freshpet in Q1 2019, while it was around $35 or $40. The stock soared above $150 a couple of times on hype from the pandemic-aided boom and strong growth it saw at the time, but has since dropped back down below $50 as the market reeled in Freshpet’s valuation. Following this dramatic decline, it looks like Champlain is washing its hands of the stock amid its steep underperformance.

However, I’d argue that Freshpet’s valuation might finally make sense for investors interested in the stock. Briefly trading at 22 times sales following the pandemic-aided boom, Freshpet currently trades at just 13 times EBITDA. Best yet for investors, the company has been profitable for two straight years and finally reached breakeven FCF generation this year, showing an ability to streamline its operations that hadn’t been seen before.

That said, Freshpet not only manufactures its products and controls much of its refrigerated supply chain, but also provides refrigerators to its retail customers, which consistently weighs on FCF. If the company can stick the landing with its vertically integrated model, it could pay ample dividends down the road. Investors have yet to really see this pay off, though, and that may be why Champlain finally liquidated its position.

All in all, I’m not ready to give up on Freshpet, but I’m not rushing to buy shares either. I’m happy to keep it on my watch list and see if its margins continue to improve. Selling to over 16 million households -- and with its digital orders growing by 43% in its last quarter -- Freshpet could be a steal if its improving margins are here to stay.

Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Freshpet and Synopsys. The Motley Fool recommends EOG Resources, Nutanix, and Penumbra. The Motley Fool has a disclosure policy.

BEDMINSTER, N.J., May 21, 2026 (GLOBE NEWSWIRE) -- Freshpet, Inc. (“Freshpet” or the “Company”) (Nasdaq: FRPT) today announced that its Board of Directors has authorized the Company to repurchase up to $150 million of its common stock.

“Our Board’s approval of this share repurchase program reflects our strong financial position and balance sheet,” commented John O’Connor, Chief Financial Officer. “Investing in our business to capture the large and growing opportunity in fresh pet food remains our highest priority for capital deployment. With proceeds from the sale of our equity investment in Ollie, efficiencies from our operations, and positive free cash flow, we have the financial flexibility to invest in new technologies, capabilities, and innovation to extend our leadership position and fuel our growth, while simultaneously returning capital to shareholders when we believe our stock trades below intrinsic value.”

The share repurchase authorization is effective immediately, does not have a fixed expiration date, does not obligate Freshpet to repurchase any specific number of shares and may be suspended or discontinued at any time. It permits shares to be repurchased from time to time at management's discretion through a variety of methods, including a 10b5-1 trading plan, open market purchases, privately negotiated transactions, or transactions otherwise in compliance with Rule 10b-18 under the Securities Exchange Act of 1934, as amended. The timing and number of shares repurchased will depend on a variety of factors, including price, general business, economic and market conditions, alternative investment opportunities, and funding considerations. The Company intends to fund the repurchases with existing cash, future cash flow from operations, future borrowings or other sources of cash at the Company’s discretion.

About Freshpet
Freshpet's mission is to help dogs and cats live longer, happier, healthier lives with the people who love them. Developed by on-staff Veterinary Nutritionists, Veterinarians and Food Scientists, recipes are made from whole ingredients, like fresh meats, vegetables and fruits, and are cooked in small batches at lower temperatures to preserve their natural goodness and made at our Freshpet Kitchens. Freshpet foods and treats are kept refrigerated until they arrive at Freshpet Fridges in local markets or delivered directly to consumers.

Freshpet is available in select grocery, mass, digital, pet specialty, and club retailers across the United States, Canada and Europe, as well as online in the U.S. From the care they take to source their ingredients and make their food, to the moment it reaches your home, Freshpet's commitment to integrity, transparency and social responsibility is a point of pride. To learn more, visit www.freshpet.com.

Connect with Freshpet:

https://www.facebook.com/Freshpet 

https://x.com/Freshpet 

http://instagram.com/Freshpet 

http://pinterest.com/Freshpet 

https://www.tiktok.com/@Freshpet 

https://www.youtube.com/user/freshpet400 

Forward Looking Statements

Certain statements in this press release constitute “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on our current expectations and assumptions. These include statements regarding the amount, timing and manner of share repurchases, our confidence in Freshpet's long-term growth opportunity, our position to drive sustainable, profitable growth and long-term value. Such statements are subject to risks and uncertainties that could cause actual results to differ materially from those discussed in the forward-looking statements including, but not limited to, those identified in connection with such statements, the implementation of our new technologies in the time frame, at the rate, at the cost, or with anticipated efficiencies and impact on product quality we expect, economic uncertainty, changes in rates of pet acquisition, the launch of new competitive products, impact of tariffs, fuel, energy and ingredient pricing, effectiveness of media campaigns, success rate of new chillers, and most prominently, the risks discussed under the heading "Risk Factors" in the Company's latest annual report on Form 10-K and in quarterly reports on Form 10-Q filed with the Securities and Exchange Commission. Such forward-looking statements are made only as of the date of this release. Freshpet undertakes no obligation to publicly update or revise any forward-looking statement because of new information, future events or otherwise, except as otherwise required by law. If we do update one or more forward-looking statements, no inference should be made that we will make additional updates with respect to those or other forward-looking statements.

NEW YORK, May 22, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a top complex litigation law firm, is investigating Freshpet Inc. (NASDAQ: FRPT) (“Freshpet” or the “Company”) for potential violations of the federal securities laws.

On March 16, 2026, BBB National Programs issued a press release announcing that "BBB National Programs' National Advertising Division [NAD] found certain Freshpet, Inc. dog food claims supported, but recommended [that claims] that its dog food is 'human grade' be discontinued." Per the press release, "Freshpet stated that it 'will comply with the NAD's recommendation.'" Our investigation concerns whether the company and its executives provided investors with accurate and complete information about the company,” said attorney Andrea Farah, Lowey Dannenberg, P.C. partner and head of the firm’s securities practice.

If you suffered a loss of more than $50,000 in Freshpet securities, and wish to participate, or learn more about your eligibility, click here, or contact our attorneys Andrea Farah ([email protected]) at (914)733-7256 or Vincent R. Cappucci Jr. ([email protected]) at (914)733-7278.

About Lowey Dannenberg

Lowey Dannenberg is a national firm representing institutional and individual investors, who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has significant experience in prosecuting multi-million-dollar lawsuits and has previously recovered billions of dollars on behalf of investors.

Contact

Lowey Dannenberg P.C.
44 South Broadway, Suite 1100
White Plains, NY 10601
Tel: (914) 733-7256
Email:  [email protected]

SOURCE: Lowey Dannenberg

On June 08, 2026, Freshpet Inc (FRPT) shares rose 3.4% to a current price of $51.40. The stock has seen a 52-week range between $46.45 and $86.00, reflecting si

It has been about a month since the last earnings report for KLA (KLAC - Free Report) . Shares have added about 10.1% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is KLA due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

KLA Q3 Earnings Surpass Estimates, Revenues Increase Y/YKLA Corporation reported fiscal third-quarter 2026 non-GAAP earnings of $9.40 per share, up 11.8% year over year, beating the Zacks Consensus Estimate by 2.60%.

Revenue rose 11.5% year over year to $3.42 billion and topped the consensus mark by about 0.91%. A key industry datapoint supporting the quarter’s tone was KLA’s process control market leadership.

KLAC Segment Mix Shows Broad-Based DemandSemiconductor Process Control remained the clear engine of results. Segment revenue totaled $3.08 billion (90.3% of total revenues), up 12.6% year over year and 3% sequentially, underscoring solid demand across inspection, metrology and related services.

Within Semiconductor Process Control, the company described end-market mix as roughly 62% foundry/logic and 38% memory on a systems basis.

Specialty Semiconductor Process revenues (4.8% of total revenues) were $164 million, up 5% year over year and 17% sequentially.

PCB and Component Inspection revenues (4.9% of total revenues) decreased 1% year over year to $167 million but increased 10% on a sequential basis.

KLAC Top-Line DetailsProduct revenues (which accounted for 77.3% of total revenues) rose 10.3% year over year to $2.64 billion. Service revenues (22.7% of total revenues) increased 15.8% year over year to $775 million.

In terms of major products, Wafer Inspection and Patterning Systems (including metrology and reticle inspection) accounted for 51% and 18%, respectively, of KLA’s total revenues in the fiscal third quarter.

Wafer Inspection revenues increased 16% year over year and 11% sequentially to $1.74 billion. Patterning revenues moved down 3% year over year and 12% sequentially to $615 million.

In terms of the regional breakdown of revenues, Taiwan and China led revenue contributions with 26% and 24%, respectively. Korea accounted for 20%, Japan 5% and North America 12%. Europe contributed 7%, whereas the remaining 6% came from the Rest of Asia.

KLAC Margin Profile Holds Firm Despite SpendIn the third quarter of fiscal 2026, the non-GAAP gross margin was 62.2%, 45 basis points above the midpoint of the guidance range.

Research and development (R&D) expenses increased 15% year over year to $388.8 million. As a percentage of revenues, R&D expenses decreased 30 basis points (bps) on a year-over-year basis to 11.4%.

Selling, general, and administrative (SG&A) expenses increased 17% year over year to $291.1 million. As a percentage of revenues, SG&A expenses increased 40 bps year over year to 8.5%.

The fiscal third-quarter non-GAAP operating expenses were $670 million.

The fiscal third-quarter non-GAAP operating margin was 42.6%.

KLAC Balance Sheet & Cash FlowAs of March 31, 2026, cash, cash equivalents, and marketable securities totaled $4.95 billion compared with $5.20 billion as of Dec. 31, 2025.

Long-term debt at the end of the fiscal third quarter was $5.88 billion, unchanged from the figure reported in the previous quarter.

Cash flow from operations was $707.5 million for the quarter, and free cash flow was $622.3 million, providing ample room for capital deployment.

KLA returned $874.8 million to shareholders in the fiscal third quarter, including $626 million in share repurchases and $249 million in dividends.

KLAC Provides Positive 4Q26 GuidanceFor the fourth quarter of fiscal 2026, KLA expects revenues of $3.575 billion plus or minus $200 million. The company’s non-GAAP earnings outlook is $9.87 plus or minus $1.00, with non-GAAP gross margin projected at 61.75% plus or minus 1%.

The outlook also included model assumptions that point to steady investment levels, with non-GAAP operating expenses expected to be around $665 million. KLA expects foundry/logic to represent approximately 82% of Semiconductor Process Control systems revenue to semiconductor customers in the June quarter, with memory at about 18%, reflecting a mix shift that could influence both revenue composition and near-term margin dynamics.

How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.

VGM ScoresAt this time, KLA has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. However, the stock was allocated a score of F on the value side, putting it in the lowest quintile for value investors.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise KLA has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerKLA belongs to the Zacks Electronics - Miscellaneous Products industry. Another stock from the same industry, Teradyne (TER - Free Report) , has gained 11.4% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.

Teradyne reported revenues of $1.28 billion in the last reported quarter, representing a year-over-year change of +87%. EPS of $2.56 for the same period compares with $0.75 a year ago.

For the current quarter, Teradyne is expected to post earnings of $1.99 per share, indicating a change of +249.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +2.2% over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #1 (Strong Buy) for Teradyne. Also, the stock has a VGM Score of D.

On June 01, 2026, we delve into the DCF analysis for KLA Corp (KLAC), a company that has shown remarkable price performance over the past year, with a year-to-d

Key Takeaways KLA's fiscal third-quarter revenues rose 11% year over year to $3.42 billion on stronger demand.KLAC expects the growth of semiconductor process control systems to be more than 20% in 2026.KLA said its process control market share has expanded 360 basis points since 2021. KLA Corporation (KLAC - Free Report) is seeing growing benefits from rising process control intensity across the semiconductor industry, a trend that could support its next phase of growth.

As chip designs become more complex, semiconductor manufacturers are increasing investments in inspection, metrology and yield-management tools to improve production efficiency. KLA believes process control is becoming more critical as customers deal with faster product cycles, higher-value wafers, greater design complexity and advanced manufacturing requirements.

The company’s recent performance highlights this trend. In the fiscal third quarter of 2026, revenues increased 11% year over year to $3.42 billion, driven by stronger investments in leading-edge foundry and logic technologies as well as high-bandwidth memory. Management expects the semiconductor process control systems business to grow more than 20% in 2026, outpacing the broader wafer fabrication equipment market.

KLA’s leadership position in process control also continues to strengthen. The company noted that its share of the process control market has expanded 360 basis points since 2021 and is now roughly seven times larger than that of the nearest competitor. Market-share gains across inspection and metrology categories further reinforce its competitive position.

Another growth driver is the industry’s increasing focus on yield improvement. With semiconductor demand remaining strong and advanced capacity limited, chipmakers are looking for ways to extract higher output from existing facilities. Management highlighted that adding process control tools is often one of the fastest and most effective ways to improve yields and optimize production.

As semiconductor manufacturing becomes more sophisticated, demand for process control solutions is likely to rise. Supported by growing process complexity, expanding market share and increasing customer investments in yield optimization, KLA appears well positioned to benefit from this long-term industry trend.

KLA’s Competitive LandscapeKLA shares competitive space with Advanced Energy Industries, Inc. (AEIS - Free Report) and MKS Inc. (MKSI - Free Report) in the semiconductor and AI-driven chip manufacturing market.

Advanced Energy is benefiting from strong demand tied to AI infrastructure, data center investments and semiconductor capacity expansion. The company continues to gain traction from its eVoS, eVerest and NavX technologies, which support leading-edge semiconductor manufacturing through higher throughput and yield improvements. Advanced Energy is also expanding its manufacturing footprint and capacity to boost rising demand across semiconductor and data center markets.

Meanwhile, MKS benefits from broad exposure to semiconductor and electronics packaging markets. The company is seeing strong momentum in DRAM, logic and foundry applications, supported by rising investments in AI infrastructure and high-bandwidth memory. MKS is also gaining from growing packaging complexity as AI applications increase demand for advanced PCB, chemistry and packaging solutions.

KLA operates differently within the semiconductor value chain, focusing primarily on process control, inspection and metrology solutions. Rising advanced packaging demand, increasing chip complexity and higher process control intensity continue to support KLA’s positioning in leading-edge semiconductor manufacturing.

Overall, KLA benefits from growing demand for process control solutions, Advanced Energy gains from rising adoption of power technologies in semiconductor and AI infrastructure markets, while MKS leverages broad semiconductor and advanced packaging exposure, creating distinct positioning across the semiconductor ecosystem.

KLAC Stock’s Price Performance & Valuation TrendShares of this California-based equipment manufacturer have appreciated 68.4% year to date, outperforming the Zacks Electronics - Miscellaneous Products industry, the Zacks Computer & Technology sector and the S&P 500 Index.

Image Source: Zacks Investment Research

KLAC stock is currently trading at a premium compared with its industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 41.88, as shown in the chart below.

Image Source: Zacks Investment Research

Earnings Estimate Trend of KLACFor fiscal 2026 and 2027, the Zacks Consensus Estimate for KLAC’s earnings has moved up over the past 60 days by 1.2% and 5.1%, respectively. The estimated figures for fiscal 2026 and 2027 reflect year-over-year increases of 11.4% and 34.3%, respectively.

Image Source: Zacks Investment Research

KLA currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

In the latest trading session, KLA (KLAC - Free Report) closed at $1,929.20, marking a -9.47% move from the previous day. This move lagged the S&P 500's daily loss of 2.65%. Elsewhere, the Dow lost 1.35%, while the tech-heavy Nasdaq lost 4.18%.

Shares of the maker of equipment for manufacturing semiconductors witnessed a gain of 20.86% over the previous month, beating the performance of the Computer and Technology sector with its gain of 10.37%, and the S&P 500's gain of 5.47%.

The investment community will be closely monitoring the performance of KLA in its forthcoming earnings report. The company is forecasted to report an EPS of $9.97, showcasing a 6.29% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $3.59 billion, up 13.14% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $37.06 per share and a revenue of $13.52 billion, indicating changes of +11.36% and +11.19%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for KLA. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. KLA currently has a Zacks Rank of #2 (Buy).

From a valuation perspective, KLA is currently exchanging hands at a Forward P/E ratio of 57.5. Its industry sports an average Forward P/E of 29.16, so one might conclude that KLA is trading at a premium comparatively.

We can additionally observe that KLAC currently boasts a PEG ratio of 3.16. 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. The Electronics - Miscellaneous Products was holding an average PEG ratio of 1.66 at yesterday's closing price.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 64, putting it in the top 27% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.

Barclays reiterates Overweight ratings on Applied Materials and KLA amid strong investment in new chip supply.

In the latest close session, ChargePoint Holdings, Inc. (CHPT - Free Report) was down 1.15% at $6.89. The stock's change was less than the S&P 500's daily gain of 0.8%. Meanwhile, the Dow lost 0.16%, and the Nasdaq, a tech-heavy index, added 1.63%.

Prior to today's trading, shares of the company had gained 34.56% outpaced the Auto-Tires-Trucks sector's gain of 0.48% and the S&P 500's gain of 8.11%.

Investors will be eagerly watching for the performance of ChargePoint Holdings, Inc. in its upcoming earnings disclosure. The company is predicted to post an EPS of -$1.11, indicating a 7.5% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $94.86 million, down 2.85% from the year-ago period.

For the annual period, the Zacks Consensus Estimates anticipate earnings of -$3.81 per share and a revenue of $415.98 million, signifying shifts of +16.81% and +1.16%, respectively, from the last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for ChargePoint Holdings, Inc. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 10.32% lower. Right now, ChargePoint Holdings, Inc. possesses a Zacks Rank of #3 (Hold).

The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. This industry, currently bearing a Zacks Industry Rank of 176, finds itself in the bottom 28% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

In the latest close session, ChargePoint Holdings, Inc. (CHPT - Free Report) was down 3.14% at $6.16. This change lagged the S&P 500's 0.38% loss on the day. Elsewhere, the Dow saw a downswing of 0.63%, while the tech-heavy Nasdaq depreciated by 0.13%.

Heading into today, shares of the company had gained 24.46% over the past month, outpacing the Auto-Tires-Trucks sector's gain of 9.14% and the S&P 500's gain of 11.41%.

The investment community will be paying close attention to the earnings performance of ChargePoint Holdings, Inc. in its upcoming release. The company is expected to report EPS of -$1.11, up 7.5% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $94.86 million, down 2.85% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of -$3.81 per share and a revenue of $415.98 million, demonstrating changes of +16.81% and +1.16%, respectively, from the preceding year.

Any recent changes to analyst estimates for ChargePoint Holdings, Inc. should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Currently, ChargePoint Holdings, Inc. is carrying a Zacks Rank of #4 (Sell).

The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 190, putting it in the bottom 23% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

ChargePoint Holdings, Inc. (CHPT - Free Report) closed the most recent trading day at $6.63, moving -2.64% from the previous trading session. This change lagged the S&P 500's daily loss of 1.24%. At the same time, the Dow lost 1.07%, and the tech-heavy Nasdaq lost 1.54%.

Shares of the company have appreciated by 10.02% over the course of the past month, underperforming the Auto-Tires-Trucks sector's gain of 12.06%, and outperforming the S&P 500's gain of 7.72%.

Analysts and investors alike will be keeping a close eye on the performance of ChargePoint Holdings, Inc. in its upcoming earnings disclosure. The company's earnings report is set to go public on June 3, 2026. The company is expected to report EPS of -$1.11, up 7.5% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $94.86 million, indicating a 2.85% decline compared to the corresponding quarter of the prior year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$3.81 per share and revenue of $415.98 million. These totals would mark changes of +16.81% and +1.16%, respectively, from last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for ChargePoint Holdings, Inc. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. ChargePoint Holdings, Inc. currently has a Zacks Rank of #3 (Hold).

The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. At present, this industry carries a Zacks Industry Rank of 166, placing it within the bottom 32% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow CHPT in the coming trading sessions, be sure to utilize Zacks.com.

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Seasoned enterprise technology executive joins ChargePoint to lead global go-to-market strategy, marketing, revenue operations, and new market growth as the company advances its three-year transformation strategy

CAMPBELL, Calif.--(BUSINESS WIRE)--ChargePoint (NYSE: CHPT), a global leader in electric vehicle (EV) charging solutions, today announced the appointment of Jyothi Swaroop as Chief Marketing and Growth Officer. In this role, Swaroop will lead ChargePoint’s global go-to-market strategy, including marketing, go-to-market operations, sales enablement, growth initiatives, partner monetization, and new market expansion.

Swaroop joins ChargePoint at a pivotal moment in the Company’s transformation as it sharpens its focus on profitable growth, platform expansion, strategic partnerships, and long-term category leadership. Reporting directly to CEO Rick Wilmer, Swaroop will play a central role in advancing ChargePoint’s three-year strategy by strengthening the Company’s market position, expanding its growth engine, and elevating its narrative with customers, partners, drivers, and investors.

“ChargePoint is entering a new phase — one defined not only by operational discipline, but by growth, execution, and market leadership,” said Rick Wilmer, Chief Executive Officer of ChargePoint. “Jyothi brings the rare combination of enterprise technology depth, go-to-market rigor, strategic storytelling, and growth leadership that this moment requires. As electrification expands beyond passenger vehicles into fleets, logistics, autonomous systems, robotics, energy infrastructure, and intelligent software-defined mobility, ChargePoint has an opportunity to lead a much larger market than the industry has historically understood. Jyothi will help us define that opportunity, execute against it, and make it real.”

As Chief Marketing and Growth Officer, Swaroop will be responsible for unifying ChargePoint’s global GTM motion globally, strengthening revenue generation and pipeline conversion, scaling partner-led growth, expanding market awareness, and building a modern product and platform narrative that reflects the company’s role in the future of electrification.

The appointment underscores ChargePoint’s belief that EV charging is evolving from a hardware deployment market into a broader intelligent electrification platform opportunity. As mobility becomes more connected, autonomous, software-defined, and energy-aware, charging infrastructure will play a critical role in enabling new categories of demand — from commercial fleets and logistics networks to autonomous driving, robotics, energy management, smart buildings, and eventually AI-enabled physical infrastructure.

“ChargePoint is one of the few companies with the scale, software platform, customer footprint, and operating history to help define the next era of intelligent electrification,” said Jyothi Swaroop, Chief Marketing and Growth Officer of ChargePoint. “The market opportunity ahead goes way beyond EV charging infrastructure. The future will require an intelligent, connected, reliable energy layer that supports how people, fleets, machines, autonomous systems, AI data centers and physical infrastructure move and operate. My focus is simple: sharpen the narrative, scale the GTM engine, monetize our partnerships, expand our market reach, and help ChargePoint grow with the urgency and ambition this category demands.”

Swaroop brings extensive experience leading global marketing, sales, business development, sales enablement, and revenue operations for enterprise technology companies such as Oracle, Dell EMC, Veritas and DDN, among others. He has built and scaled go-to-market organizations in highly competitive markets, led brand transformations, developed strategic partner ecosystems, and positioned companies at the intersection of infrastructure, software, AI, and enterprise adoption.

His appointment comes as ChargePoint continues to execute against its strategic priorities: expanding software and services revenue, improving operating leverage, deepening strategic partnerships, strengthening its position across North America and Europe, and building the platform foundation required for the next generation of electrified transportation and energy use cases.

ChargePoint and the ChargePoint logo are trademarks of ChargePoint, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.

About ChargePoint Holdings, Inc.

ChargePoint has established itself as the leader in electric vehicle (EV) charging innovation since its inception in 2007, long before EVs became widely available. The company provides comprehensive solutions tailored to the entire EV ecosystem, from the grid to the dashboard of the vehicle. The company serves EV drivers, charging station owners, vehicle manufacturers, and similar types of stakeholders. With a commitment to accessibility and reliability, ChargePoint’s extensive portfolio of software, hardware, and services ensures a seamless charging experience for drivers across North America and Europe. ChargePoint empowers every driver in need of charging access, connecting them to over 1.37 million public and private charging ports worldwide. ChargePoint has facilitated the powering of more than 21 billion electric miles, underscoring its dedication to reducing greenhouse gas emissions and electrifying the future of transportation. For further information, please visit the ChargePoint pressroom or the ChargePoint Investor Relations site. For media inquiries, contact the ChargePoint press office.

CHPT-IR

More News From ChargePoint Holdings, Inc.

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CAMPBELL, Calif.--(BUSINESS WIRE)--ChargePoint (NYSE: CHPT), a global leader in electric vehicle (EV) charging solutions, and Powers Parts, a national distributor of electric and advanced mobility components, today announced a new partnership to accelerate transit electrification across North America.

“Transit is critical to the broader electrification of transportation, delivering a healthier option for communities and transit riders, as well as superior experience for the drivers," said Rick Wilmer, CEO of ChargePoint. "As the market continues to grow it will need reliable charging infrastructure and support. Our partnership with Powers Parts expands our reach across the transit ecosystem, connecting their proven relationships with our scalable charging and telematics solutions.”

Through the partnership, transit agencies operating E2 and ZX5 Phoenix EV buses can purchase ChargePoint hardware, software, and services directly through Powers Parts, streamlining procurement and deployment via Power Parts’ established distribution channel. Together, ChargePoint and Powers Parts provide a seamless process for transit agencies to go electric with industry-leading, reliable DC fast charging infrastructure that optimizes vehicle uptime.

“We initially built Powers Parts to solve critical supply chain and replacement part challenges facing electric transit fleets. As our relationships with agencies grew, it became increasingly clear that fleet uptime depended on much more than parts availability alone. Agencies needed support across charging infrastructure, telematics, diagnostics, and long-term fleet management. Our partnership with ChargePoint is a natural extension of that evolution — delivering a more comprehensive operational support ecosystem for transit operators navigating electrification.”

There are many transit agencies currently operating E2 and ZX5 Phoenix EV buses and associated charging solutions in the field without proper service and support. The ChargePoint and Powers Parts partnership directly addresses these challenges by combining ChargePoint’s proven hardware, software, and telematics platform with Powers Parts’ deep relationships and distribution network across the transit ecosystem.

ChargePoint’s fleet management software provides fleet customers with powerful tools to increase operational and route efficiency from a single interface. The telematics platform integrates with all vehicle types and charging stations, no matter the manufacturer. The platform provides fleet operators with real-time visibility, advanced reporting and analysis, as well as battery health and performance data to optimize vehicle uptime and total cost of ownership (TCO) savings. Critically, ChargePoint’s telematics works with mixed-fuel fleets, and is not exclusive to EVs. ChargePoint fleet management software is OCPP compliant, enabling it to manage third party hardware solutions.

ChargePoint and the ChargePoint logo are trademarks of ChargePoint, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.

About ChargePoint Holdings, Inc.

ChargePoint has established itself as the leader in electric vehicle (EV) charging innovation since its inception in 2007, long before EVs became widely available. The company provides comprehensive solutions tailored to the entire EV ecosystem, from the grid to the dashboard of the vehicle. The company serves EV drivers, charging station owners, vehicle manufacturers, and similar types of stakeholders. With a commitment to accessibility and reliability, ChargePoint’s extensive portfolio of software, hardware, and services ensures a seamless charging experience for drivers across North America and Europe. ChargePoint empowers every driver in need of charging access, connecting them to over 1.37 million public and private charging ports worldwide. ChargePoint has facilitated the powering of more than 21 billion electric miles, underscoring its dedication to reducing greenhouse gas emissions and electrifying the future of transportation. For further information, please visit the ChargePoint pressroom or the ChargePoint Investor Relations site. For media inquiries, contact the ChargePoint press office.

About Powers Parts

Powers Parts is a national distributor specializing in electric vehicle components, drivetrain systems, thermal management solutions, and critical fleet replacement parts. The company supports transit agencies, commercial fleet operators, and OEM partners with responsive service, technical expertise, and reliable supply chain execution.

CHPT-IR