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New York, New York--(Newsfile Corp. - October 11, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Fluence Energy, Inc (NASDAQ: FLNC) 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 Fluence Energy securities between November 24, 2025 and September 16, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/fluence-energy-inc-flnc-class_action_lawsuit.

Fluence Energy Case Details

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

Fluence Energy's ability to deliver its backlog and recognize the revenue underlying its fiscal 2026 guidance depended on new contract manufacturing facilities, including facilities that were not completed, not operational, and/or not capable of producing at the volumes the guidance assumed; the corrective measures Fluence Energy had implemented to address production problems at its contract manufacturers were not remediating those problems, which persisted and extended to Fluence Energy's new facilities; as a result, a material portion of the backlog that defendants represented as "securing" or "covering" Fluence Energy's fiscal 2026 revenue guidance were likely to be delivered and recognized in fiscal 2026; and as a result of the foregoing, defendants' positive statements about Fluence Energy's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Fluence Energy 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/cases/fluence-energy-inc-flnc-class_action_lawsuit, 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 Fluence Energy you have until November 30, 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 Fluence Energy 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 Fluence Energy 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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Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/316668

Source: Bronstein, Gewirtz & Grossman, LLC

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Alexandr Wang's wild X feed seemed to lack any rhyme or reason, but the 29-year-old said it helped serve a broader purpose. Bloomberg/Getty Images Alexandr Wang said he had trouble focusing during recent Meta meetings.

On his mind: New memes to post about the company's popular new AI assistant.

"I would just like think of a meme and I'd be like 'Oh God, I have to get this out,'" Wang said in a recent interview with podcaster David Senra, adding that his coworkers were "somewhat surprised" at the buzz his posts were generating.

"It actually made an impact on growth," he said of the posts, "which is kind of hilarious."

Much has been said about Meta's chief AI officer and his chaotic X feed, which the 29-year-old has crammed with occasionally off-color yet invariably eccentric references to Muse, Meta's personal AI assistant that sent the company's stock soaring and redefined the market for AI tools.

In his interview with Senra, though, Wang said that his often spur-of-the-moment posts served a broader goal — to make Meta "cool again."

"Despite having like these incredible pieces of cultural software like Instagram and Facebook, historically, Meta was not cool," he said. "I remembered that the internet rewards risk."

After launching on September 8, Muse shot to the top of Apple's app store 10 days later, surpassing ChatGPT. Meta says Muse can help users research, fill out forms, buy items online, book restaurant reservations, find a dog sitter, and connect with services such as email, calendars, Spotify, Instagram, and OpenTable.

The app marked Meta's first successful breakthrough in AI tech, after its Llama and Spark LLM models failed to find niches already filled by widely used models from OpenAI and Anthropic.

With Muse, Meta found a largely untapped gold mine — though competing AI agents from OpenClaw and Instinct already existed in Silicon Valley circles. Muse, however, had the advantage of coming from a popular company with several billion potential customers already signed up on Instagram and Facebook.

And the internet, weary of staid pronouncements from CEOs who were perhaps once cool but are now entering their 40s (Mark Zuckerberg is 42), welcomed the boundless energy of a young executive newly endowed with power in the AI era.

"It was a lot of fun," Wang said. "There were like a few tweets where I just didn't think that much about it and just said, 'Fuck it, post.'"

Business Insider wants to know, by the way, how you're using personal AI agents. Take our survey below!

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Truman Dickerson You're currently following this author! Click to unsubscribe from email alerts.

Truman Dickerson is the Weekend News Fellow at Business Insider, based in New York City. He covers trending tech and business news. He previously reported for The Boston Globe's Express Desk. He graduated from Boston University, where he served as editor in chief of The Daily Free Press, BU's student-run newspaper.Contact him at [email protected]

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It's a good time to be a copper investor. Copper is needed for data centers, and data centers are proliferating across the U.S. Copper is needed for wind turbines, too, and electric vehicles reportedly use up to four times as much copper as traditional cars. The International Energy Agency (IEA) is estimating that global copper demand will jump some 17%, from 26.7 million tonnes in 2024 to 31.3 million tonnes by 2030.

Could investing in a copper-mining company set you up for life? How about Freeport-McMoRan (FCX +3.58%)? It describes itself as "dedicated to positively contributing to society by supplying the world with copper -- Responsibly, Reliably and Relentlessly." It sports a portfolio of long-lived copper assets around the world. (It also produces gold and molybdenum, but its primary focus is on copper.)

Image source: Getty Images.

Indeed, its portfolio features the Grasberg mine in Indonesia -- the world's second-largest copper mine and largest gold mine. In 2025, Freeport-McMoRan produced 3.4 billion pounds of copper, accounting for about 70% of U.S. refined copper production.

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It clearly looks like a great buy, right? Well, maybe not. Its valuation is on the steep side. Its price-to-earnings (P/E) ratio was recently 35, well above the five-year average of 22, and its price-to-sales ratio of 4.0 was also well above the five-year average of 2.6. It's smart to buy into healthy and growing companies, but you don't want to do so at a high price.

I would be careful about investing in the company at recent levels. The more overvalued a stock is, the less likely it is to set you up for life.

You might instead add it to your watch list, waiting for a pullback -- because it does seem like demand for copper is growing, and copper specialists should profit from that. Or maybe start a small position in it if you're really bullish on it. (There are other copper-related companies to learn about and consider.)

Consider copper-focused exchange-traded funds (ETFs), too -- such as the Global X Copper Miners ETF, which encompasses 40 companies, including Freeport-McMoRan.

Selena Maranjian has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Global chip equipment spending is surging toward $144 billion, yet one of the industry's biggest names is growing at a fraction of its rivals' pace, putting its long-term position in the market under serious pressure.

Worldwide wafer fabrication equipment spending is projected to increase 23.1% to $143.9 billion in 2026, following a record $116.9 billion in 2025 Applied Materials’ global equipment market share declined from 20.0% in 2024 to 17.9% in 2025, while Lam Research, KLA and ASML gained share Applied Materials’ equipment revenue increased only 1.0% during the first half of 2026, compared with double-digit growth at its three major competitors, raising questions about its ability to recover market share Applied Materials Faces a Market Share Challenge The global semiconductor equipment industry is experiencing another major expansion, supported by artificial intelligence infrastructure investment, high-bandwidth memory, advanced logic manufacturing and increasingly complex semiconductor architectures. Worldwide wafer fabrication equipment (WFE) sales are projected to increase 23.1% to $143.9 billion in 2026, following a record $116.9 billion in 2025. The forecast reflects continued investment in the manufacturing technologies required to support the next generation of semiconductor devices.

However, the expansion is not benefiting every equipment manufacturer equally. Applied Materials (AMAT | AMAT Price Prediction), historically one of the industry’s largest and most diversified suppliers, has experienced a significant deterioration in its global market share. Its competitors, including Lam Research (LRCX), KLA (KLAC) and ASML (ASML), have demonstrated substantially stronger revenue growth during the latest first-half comparisons.

According to proprietary data from The Information Network, Applied Materials’ global WFE market share declined from 20.0% in 2024 to 17.9% in 2025, representing a loss of 2.1 percentage points. During the same period, Lam Research increased its share from 9.1% to 11.2%, KLA advanced from 7.9% to 8.2%, and ASML recovered from 22.4% to 23.0%.

The concern for investors is that Applied Materials’ equipment revenue increased only 1.0% during the first half of 2026 compared with the corresponding period in 2025. This contrasts sharply with the growth recorded by its major competitors and raises questions about whether Applied Materials can participate proportionately in the industry’s projected expansion.

The distinction is particularly important because the five largest semiconductor equipment manufacturers collectively account for a substantial majority of global WFE revenue. Their combined revenue is projected to increase from approximately $83.2 billion in 2025 to $113.6 billion in 2026, representing growth of approximately 36.5%. This is considerably faster than the projected 23.1% expansion of the worldwide market, suggesting that the industry’s largest suppliers could collectively increase their market share.

For Applied Materials, however, the question is whether its own revenue performance will improve sufficiently to participate in that shift.

A Continuing Shift in Semiconductor Equipment Market Share Applied Materials’ market share deterioration is not an isolated development. Its global WFE market share reached 22.2% in 2016, declined to 18.1% in 2019, and subsequently recovered to approximately 20.0% in 2022. That recovery has not been sustained, with its share falling to 17.9% in 2025.

The recent decline is particularly significant because the semiconductor equipment market has benefited from increased investment in advanced logic, memory and packaging technologies. Applied Materials participates in many of these markets through deposition, materials engineering, ion implantation and other process technologies. Nevertheless, its overall market share performance indicates that its revenue growth has not consistently matched the industry’s expansion.

According to Table 1, Applied Materials’ global WFE market share remained approximately stable between 2023 and 2024 before declining sharply in 2025. Lam Research experienced the opposite trajectory, increasing from 8.5% in 2023 to 11.2% in 2025. KLA also gained share, while ASML recovered in 2025 after declining in 2024. The 2026 projections illustrate the market share recovery that would be possible if the manufacturers achieve their respective full-year revenue forecasts.

Table 1. Global Semiconductor Equipment Market Share, 2023–2026 Company 2023 2024 2025 2026 Forecast Applied Materials (AMAT) 19.9% 20.0% 17.9% 20.4% Lam Research (LRCX) 8.5% 9.1% 11.2% 13.2% KLA (KLAC) 7.4% 7.9% 8.2% 8.3% ASML (ASML) 24.2% 22.4% 23.0% 25.2% Source: The Information Network. Historical market shares through 2025; 2026 projections calculated from supplied company revenue growth forecasts and worldwide WFE growth of 23.1%. The projected improvement in Applied Materials’ market share from 17.9% in 2025 to 20.4% in 2026 would require a substantial acceleration in its equipment revenue growth. Its full-year revenue projection assumes approximately 40% growth, a sharp contrast with the 1.0% increase recorded during the first half of 2026.

This difference between projected annual growth and actual first-half performance is central to evaluating the company’s outlook. The market share forecast demonstrates what Applied Materials could achieve under a strong recovery scenario, but its recent revenue performance provides limited evidence that such an acceleration is already underway.

The forecasts also indicate that the largest equipment manufacturers could capture a greater proportion of worldwide spending. However, these projections depend on the companies achieving their respective revenue targets and on maintaining consistent definitions between reported equipment revenue and the global WFE market.

First-Half 2026 Revenue Growth Reinforces the Competitive Divergence The competitive differences become more apparent when examining semiconductor equipment revenue growth during the first halves of 2025 and 2026.

Applied Materials’ equipment revenue increased 8.7% during the first half of 2025 compared with the corresponding period in 2024. However, its full-year 2025 equipment revenue increased only approximately 2%, coinciding with its 2.1-percentage-point market share decline.

During the first half of 2026, Applied Materials’ equipment revenue growth slowed further to just 1.0%. In contrast, Lam Research, KLA and ASML continued to report substantially stronger growth.

According to Table 2, Lam Research’s equipment revenue increased 23.3% during the first half of 2026, compared with 12.6% for KLA and 13.3% for ASML. The three manufacturers averaged 16.4% growth, substantially exceeding Applied Materials’ performance.

Table 2. Semiconductor Equipment Revenue Growth, First-Half Comparisons Company 1H 2025 vs. 1H 2024 1H 2026 vs. 1H 2025 Applied Materials (AMAT) +8.7% +1.0% Lam Research (LRCX) +41.8% +23.3% KLA (KLAC) +30.7% +12.6% ASML (ASML) +30.1% +13.3% Competitor Average +34.2% +16.4% Source: The Information Network. Competitor average represents the unweighted average of Lam Research, KLA and ASML Although revenue growth slowed across all four manufacturers, Applied Materials’ performance remained substantially weaker than that of its competitors. Its first-half 2026 growth was only a small fraction of the increases recorded by Lam Research, KLA and ASML.

This divergence raises questions about the assumptions underlying the company’s projected full-year recovery. If Applied Materials is to increase its equipment revenue approximately 40% in 2026, its second-half performance would need to accelerate dramatically from the first-half growth rate.

That acceleration is mathematically possible, particularly if equipment shipments and customer investments are heavily weighted toward the latter part of the year. However, investors should distinguish between a forecast that assumes strong second-half growth and evidence that such growth is materializing.

The company’s recent market share deterioration also illustrates the consequences of falling behind the overall industry. Applied Materials lost 2.1 percentage points of global WFE share in 2025 despite reporting positive equipment revenue growth. If its 2026 performance remains below the projected 23.1% expansion of worldwide WFE spending, further market share erosion would follow.

Why Lam Research, KLA and ASML Are Better Positioned The semiconductor equipment market is undergoing a structural transition as chipmakers adopt gate-all-around transistors, advanced DRAM architectures, higher-layer-count 3D NAND and increasingly sophisticated packaging technologies. These developments increase the importance of specific manufacturing processes, creating opportunities for suppliers with strong positions in those categories.

Lam Research benefits from growing etch and deposition requirements in advanced memory and logic manufacturing. Increasing NAND layer counts, more demanding DRAM structures and new transistor architectures require sophisticated processing technologies. Lam’s global WFE market share increased from 8.5% in 2023 to 11.2% in 2025, demonstrating its ability to capture a larger portion of equipment spending. Its first-half 2026 revenue growth of 23.3% also provides evidence of continued competitive momentum.

KLA benefits from the increasing importance of semiconductor inspection, metrology and process control. Advanced manufacturing requires tighter process tolerances and more sophisticated defect detection to maintain acceptable yields. KLA’s global market share increased from 5.9% in 2018 to 8.2% in 2025, reflecting the growing importance of these capabilities. Its competitive position becomes increasingly valuable as semiconductor structures become more difficult to manufacture.

ASML occupies a different position through its dominance in extreme ultraviolet lithography. The transition toward advanced logic nodes increases demand for sophisticated lithography systems, supporting ASML’s long-term growth. Its global WFE market share increased from 15.5% in 2015 to 23.0% in 2025, although annual results fluctuate with equipment delivery schedules and customer investment.

Applied Materials also participates in many of the technologies driving equipment demand. Its deposition, materials engineering and other process technologies remain essential to semiconductor manufacturing, while advanced packaging provides additional opportunities. Nevertheless, the company’s recent revenue performance suggests that these opportunities have not yet translated into growth comparable to that of its principal competitors.

For investors, the distinction between participation in growing markets and capturing a larger share of those markets remains critical. Companies with strong positions in the most rapidly expanding manufacturing processes may benefit disproportionately from the current equipment investment cycle.

China’s Domestic Equipment Expansion Adds Competitive Pressure Applied Materials also faces growing competition from Chinese semiconductor equipment manufacturers, which are expanding their presence in deposition, etch, cleaning and other manufacturing processes.

According to The Information Network, six leading Chinese equipment manufacturers recorded average first-half 2026 revenue growth of 35.6%, compared with 11.4% for seven major non-Chinese manufacturers. These figures represent unweighted company averages rather than aggregate market growth rates, but they illustrate the momentum of China’s domestic equipment industry.

Piotech recorded first-half revenue growth of 49.1%, followed by Hwatsing at 35.6%, ACM Research at 35.2%, AMEC at 34.9%, Skyverse at 34.0% and NAURA at 24.9%. Their expansion reflects continued investment in domestic semiconductor manufacturing capabilities and efforts to increase the use of locally manufactured equipment.

However, Chinese manufacturers still account for less than 10% of worldwide semiconductor equipment revenue. Their rapid growth therefore cannot independently explain major market share shifts among the industry’s largest international suppliers. Those changes also reflect differences in technology exposure, product demand and the distribution of capital spending across manufacturing processes.

For Applied Materials, the competitive challenge comes from both directions. Chinese suppliers are expanding their participation in domestic equipment spending, while established international manufacturers continue to benefit from strong positions in critical advanced manufacturing technologies.

Investor Takeaway The semiconductor equipment industry remains one of the principal beneficiaries of artificial intelligence infrastructure investment, advanced memory manufacturing and continued semiconductor technology development. With worldwide WFE revenue projected to increase 23.1% to $143.9 billion in 2026, the industry offers substantial opportunities for manufacturers capable of capturing incremental capital spending. However, The Information Network’s historical data demonstrate that Applied Materials has struggled to maintain its competitive position. Its global market share declined from 20.0% in 2024 to 17.9% in 2025, while Lam Research, KLA and ASML all gained share during that year.

The first-half 2026 revenue comparisons raise additional concerns. Applied Materials’ equipment revenue increased just 1.0%, compared with 23.3% for Lam Research, 12.6% for KLA and 13.3% for ASML. Although the full-year projections indicate that Applied Materials could recover market share to approximately 20.4% if its equipment revenue increases 40%, achieving that outcome would require a substantial acceleration during the remainder of 2026. The discrepancy between actual first-half performance and the projected full-year recovery is therefore a critical issue for investors evaluating the company’s competitive position.

For investors, the semiconductor equipment industry’s expansion remains attractive, but company selection is increasingly important. Lam Research’s recent market share gains and revenue growth make it particularly well positioned, while KLA’s process control capabilities and ASML’s lithography leadership provide important competitive advantages. Applied Materials remains an important industry supplier, but its investment case increasingly depends on demonstrating that its broad technology portfolio can generate revenue growth comparable to the overall market. Until that improvement becomes evident, the possibility of further market share erosion remains an important consideration in evaluating the stock.

Contact [email protected] for any questions or corrections.

Peter Beck has a bold plan to turn Rocket Lab into a self-launching tier-1 space power, but reaching the price target that would prove him right requires several high-stakes moves to land perfectly.

Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) has built a track record of building and flying rockets. Now its founder and CEO, Peter Beck, wants a much bigger role. When he announced the Iridium Communications (NASDAQ:IRDM) acquisition, Beck said the deal sets up Rocket Lab as “a self-launching, tier-1 space power that will deliver critical communications capability to millions of users worldwide.” Iridium stockholders approved the deal in September.

The stock has fallen behind the business. Shares are down 2.22% year to date at $68.21, even though Q2 revenue rose 62% to a record. Several things need to go right for Rocket Lab to reach $125 per share in 2027.

Wall Street Already Sees 56% Upside The average analyst target is $106.57, which implies 56% upside. Ratings stand at 4 Strong Buy, 12 Buy, 4 Hold and zero Sell. Rocket Lab has exceeded revenue estimates in each of the last 4 quarters. Q2 EPS of -$0.08 missed the -$0.0767 estimate, but that figure included $8.58M in acquisition costs. Backlog reached $2.36B, up 137%, and Q3 revenue guidance is $250M-$265M.

Here’s What It Takes to Reach $125 Rocket Lab isn’t profitable yet, so price-to-sales is the better metric. Shares trade at 56.7x trailing sales. At $125, that multiple would rise to roughly 104x. That’s a big premium, but it is close to the 93x investors pay for SpaceX (NASDAQ:SPCX). SpaceX posted $7.81B in Q2 revenue, and $648M of that came from launch services. Launch alone is a large market.

How Rocket Lab might reach $125.

Neutron’s debut: Neutron is Rocket Lab’s reusable medium-lift rocket, and its starting price of $50 million to $55 million puts it head-to-head with Falcon 9. CNBC reported that management expects boosters to fly 10 to 20 times each. Beck put it bluntly: “Neutron demand is just not a concern.” Defense spending: The FY2027 budget includes $17.9 billion for Golden Dome. Rocket Lab already holds an $816M Space Development Agency contract and a $397M Flatellite award. Iridium: Iridium generated more than $870 million in annual revenue, and the deal is expected to close in mid-2027. Margin gains: Non-GAAP gross margin rose to 41.5% from 36.9%. The adjusted EBITDA loss shrank to $8.8M from $27.6M. The Neutron launch can change the dynamic and make Rocket Lab a viable challenger to SpaceX. With the cost per launch expected to fall from around $130 million to $50 million as volume ramps higher, it would make Rocket Lab a profitable alternative to its rival.

Key risks: Neutron’s maiden year-end launch window is narrowing, and Rocket Lab raised $1.53B by selling stock in the first half of 2026, which dilutes existing shareholders.

Shares Topped $125 Within the Past Year Reaching $125 requires an 83% gain. The stock has already traded above that level: its 52-week range runs from $37.57 to $151, a swing of about 302%. With a beta of 2.938, Rocket Lab is likely to move far more than the overall market. Over five years, shares have gained 363.7%.

$125 Is a Stretch, but Within Reach Hitting $125 would take an 83% gain in 2027. Analysts already see 56% upside, the backlog keeps hitting records, and Neutron could start competing directly with SpaceX. Execution risk is real. Still, returns at this level are unlikely every year, and this is the model for how Rocket Lab could deliver outsized returns in 2027.

Contact [email protected] for any questions or corrections.

Up over 200% since last October, and over 1,400% over the last five years, Bloom Energy (BE +2.81%) has been on an absolute tear. And it's not hard to see why. Bloom has become one of the most important energy companies to the tech industry, mainly because it has something AI companies desperately need: power, and fast.

Bloom's solid oxide fuel cells -- Bloom boxes, as they're sometimes called -- can generate electricity directly at data centers, which allows developers to sidestep the years-long wait for a connection to the grid. This "time to power" advantage has catapulted Bloom from a relatively obscure clean-energy upstart into one of Wall Street's hottest energy stocks.

With such an enormous run behind it, however, the uncomfortable question emerges: Have Bloom's best market days come and gone, or is there still upside ahead?

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How Bloom cemented its dominance in 2026 As mentioned, Bloom sells solid oxide fuel cells for on-site power generation. The company earns most of its revenue from selling and installing these systems, with maintenance providing a smaller stream of revenue.

Sales of Bloom's energy systems have been spectacular, and its second-quarter numbers show just how quickly demand has spiked. Product revenue in Q2 hit $935 million, up roughly 215% year over year, and total revenue surpassed $1 billion for the first time in company history.

Better yet, Bloom's operating expenses did not rise as drastically as revenue. In Q2 2025, for example, Bloom generated about $401 million in revenue while spending roughly $111 million on operating expenses. This year, Bloom generated more than $1 billion while operating expenses rose to about $173 million. That helped Bloom swing from a $3.5 million operating loss a year ago to a $182 million profit last quarter.

One slight wrinkle is that about 73% of Bloom's second-quarter revenue came from a single buyer. That's concerning because it means a large portion of Bloom's recent growth depended on one buyer rather than a broad mix. That doesn't take away from what was an otherwise outstanding quarter, but it could make Bloom's growth less durable if that customer's orders slow down.

Image source: Bloom Energy.

Bloom has several projects in its back pocket, including partnerships with Equinix, Oracle, Nebius, and Brookfield Asset Management. But perhaps the most interesting is its relationship with miTAC Computing, which manufactures servers for AI workloads.

Bloom plans to deploy a "microgrid" at miTAC's manufacturing campus in Fremont, California. Bloom hasn't disclosed the project's size, but what fascinates me is the customer: miTAC isn't a data center. It basically makes equipment for data centers. This suggests that Bloom is trying to expand beyond data centers to encompass the broader AI-related supply chain, which could significantly broaden its market opportunity.

I don't think it's too late to buy Bloom Energy stock. At the same time, if you're buying Bloom with the expectation that immense growth will come from data centers, you might be late to that particular story.

However, it doesn't mean that Bloom's momentum has hardened into stasis. Indeed, if the miTAC relationship tells us anything, it's that Bloom is already looking for ways to expand beyond data centers. Bloom investors may not see the same 15-fold gain the stock has seen over the last five years. But I think the stock still has a competitive edge and the potential to beat the market over the long term.

SummaryCerebras targets 20x throughput improvement by 2027, while CS-4 promises substantial inference performance gains across leading AI models.Cerebras holds $25.4 billion in RPO, although pass-through costs, OpenAI warrants, and customer concentration complicate its economic value.Core gross margin reached 40.6% in Q2, with management targeting above 60% as lower-cost owned infrastructure comes online.Consensus sees revenue reaching $7.54 billion and EPS hitting $6.15 by 2028, materially compressing today's demanding valuation. akinbostanci/iStock via Getty Images

My view on Cerebras Systems (CBRS) lies somewhere in the middle of growing conviction in the company and skepticism about the stock. While I'm becoming more and more convinced about the validity

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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.

2027 could be a huge year for artificial intelligence (AI) investing. Sometime in November, investors are likely to see an Anthropic IPO, bringing another rapidly growing $2 trillion company to the public markets. One of its competitors, OpenAI, could also be coming in the near future. However, I don't think either of those will be the best-performing 2027 AI stock.

Another stock investors are excited about is Advanced Micro Devices (AMD -2.03%). AMD has done a lot to put itself back in position for strong growth, and the market has rewarded the stock with about 200% in gains this year, good enough for a top-10 spot among the best-performing S&P 500 (^GSPC +0.59%) stocks. However, much of AMD's growth has already been priced into the stock, and 2027 could be a struggle.

Countless other names like Palantir Technologies (PLTR +5.17%) or Sandisk (SNDK -1.72%) are floating around as potential top investments, but I don't think any of them stand a chance after performing so well in 2026. Instead, I'm looking at the old guard and industry standard: Nvidia (NVDA -0.52%). I think it has as good a chance as any to be the best-performing AI stock in 2027, and I've got a pretty compelling reason why.

Image source: Getty Images.

Nvidia's returns aren't correlated to business success right now Nvidia's share price performance in 2026 has been pretty lackluster. It's up nearly 30%, which is still crushing the market and a good gain overall, but it's not the soaring stock price investors are used to with this chip giant. Nvidia's business has been growing far faster than 30%. In the second quarter, Nvidia's revenue rose 106% year over year, and earnings per share (EPS) increased 128%. Growth rates like that indicate a stock that should be doing far better, but the market hasn't responded to Nvidia's incredible earnings at the same rate as before.

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The market consensus is that Nvidia is too big to grow further, and other rising competitors, like AMD, should be valued higher. That's flawed thinking, and it opens up a major opportunity for investors to take advantage of during 2027.

The math backs up a huge Nvidia gain in 2027 Throughout 2026, Nvidia's price-to-earnings (P/E) ratio has dramatically declined due to the market not correlating business results with stock price performance.

Data by YCharts.

Now, it trades at 30 times earnings, which is about where you'd expect a big tech stock to trade. But Nvidia is growing far faster than any big tech stock and is forecast to do it again next year. During Nvidia's Q2 earnings call, the company told investors to expect 70% revenue growth in 2027, indicating its strong results will continue next year.

Wall Street analysts concur with this projection, and if next year's earnings are used to value the stock, Nvidia trades at a multiple of 15 times next year's earnings.

Data by YCharts.

So, if Nvidia hits expectations and rises back to a 30-times-earnings valuation, the stock will double.

Nvidia doesn't have to do anything out of the ordinary; it just needs to do what it says it will, and the market needs to value it as a 30-times-earnings stock. That's a layup for long-term investors, and Nvidia's stock price could easily double between now and the end of 2027 as a result.

While there could be other AI stocks that deliver greater than 100% returns in 2027 (there are plenty that did so far in 2026), Nvidia is about as obvious an AI investment as it gets. I think this bodes well for its future and makes it a strong buy right now.

Appian Corporation (NASDAQ:APPN – Get Free Report) CEO Matthew Calkins sold 45,000 shares of the business’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $37.50, for a total value of $1,687,500.00. Following the transaction, the chief executive officer owned 1,584,144 shares of the company’s stock, valued at approximately $59,405,400. The trade was a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Appian Stock Up 3.7% Shares of NASDAQ APPN opened at $40.10 on Friday. The stock’s 50-day simple moving average is $36.84 and its two-hundred day simple moving average is $27.91. Appian Corporation has a twelve month low of $18.63 and a twelve month high of $46.06. The firm has a market capitalization of $2.87 billion, a P/E ratio of -267.32 and a beta of 0.92.

Appian (NASDAQ:APPN – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.13 earnings per share for the quarter. Appian had a negative return on equity of 35.20% and a negative net margin of 1.34%. The firm had revenue of $203.26 million for the quarter, compared to analysts’ expectations of $193.38 million. The business’s revenue was up 19.1% on a year-over-year basis. Appian has set its FY 2026 guidance at 1.040-1.120 EPS and its Q3 2026 guidance at 0.310-0.350 EPS. As a group, research analysts anticipate that Appian Corporation will post 0.45 EPS for the current fiscal year.

Institutional Inflows and Outflows A number of institutional investors have recently added to or reduced their stakes in APPN. Argent Capital Management LLC bought a new stake in shares of Appian in the 3rd quarter valued at about $517,000. Cim Investment Management Inc. lifted its position in shares of Appian by 7.4% in the 2nd quarter. Cim Investment Management Inc. now owns 10,357 shares of the company’s stock worth $237,000 after purchasing an additional 715 shares during the period. Integrated Wealth Concepts LLC purchased a new stake in shares of Appian in the 2nd quarter worth approximately $63,000. IFP Advisors Inc boosted its stake in shares of Appian by 35.5% during the second quarter. IFP Advisors Inc now owns 1,108 shares of the company’s stock valued at $25,000 after purchasing an additional 290 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in shares of Appian by 15.0% during the second quarter. Allworth Financial LP now owns 2,678 shares of the company’s stock valued at $61,000 after purchasing an additional 350 shares in the last quarter. Hedge funds and other institutional investors own 52.70% of the company’s stock. Analyst Upgrades and Downgrades A number of brokerages recently weighed in on APPN. Weiss Ratings raised shares of Appian from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Thursday, September 3rd. Morgan Stanley boosted their price target on shares of Appian from $25.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Friday, August 7th. Wall Street Zen raised shares of Appian from a “buy” rating to a “strong-buy” rating in a research note on Saturday, September 12th. DA Davidson increased their price target on shares of Appian from $34.00 to $42.00 and gave the stock a “neutral” rating in a report on Friday, August 14th. Finally, Zacks Research lowered shares of Appian from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 6th. One investment analyst has rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Appian has an average rating of “Reduce” and an average target price of $31.00.

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About Appian (Get Free Report)

Appian Corporation develops a low-code platform designed to help organizations build, manage and automate business applications and workflows. Its platform combines process orchestration, data management, artificial intelligence, robotic process automation and case management capabilities, enabling businesses to connect information from multiple systems and coordinate complex operational processes.

Appian provides cloud-based and self-managed deployment options, along with consulting, implementation, training and support services.

See Also Five stocks we like better than Appian 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Receive News & Ratings for Appian Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Appian and related companies with MarketBeat.com's FREE daily email newsletter.

Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) CEO Charles Liang sold 100,000 shares of Super Micro Computer stock in a transaction that occurred on Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the completion of the transaction, the chief executive officer owned 337,506 shares of the company’s stock, valued at $15,194,520.12. This represents a 22.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Liang also recently made the following trade(s):

On Thursday, September 3rd, Charles Liang sold 100,000 shares of Super Micro Computer stock. The shares were sold at an average price of $37.19, for a total transaction of $3,719,000.00. Super Micro Computer Trading Down 2.2% NASDAQ:SMCI opened at $41.85 on Friday. The company has a market cap of $27.49 billion, a P/E ratio of 13.08, a P/E/G ratio of 0.81 and a beta of 2.02. The stock’s fifty day moving average price is $38.23 and its two-hundred day moving average price is $32.93. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $58.51. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.87 and a quick ratio of 2.07.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last posted its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, topping analysts’ consensus estimates of $0.92 by $0.78. The firm had revenue of $11.12 billion during the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%. The business’s revenue for the quarter was up 93.2% on a year-over-year basis. During the same period last year, the company earned $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, analysts expect that Super Micro Computer, Inc. will post 3.94 EPS for the current year. Wall Street Analyst Weigh In A number of analysts recently issued reports on the company. Zacks Research raised Super Micro Computer from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. Stifel Nicolaus set a $42.00 target price on Super Micro Computer in a report on Wednesday, August 12th. Wedbush lifted their target price on Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Citigroup reiterated a “neutral” rating and set a $45.00 price target (up from $39.00) on shares of Super Micro Computer in a research report on Thursday. Finally, Northland Securities set a $36.00 price target on shares of Super Micro Computer in a report on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $43.07.

Read Our Latest Analysis on SMCI

More Super Micro Computer News Here are the key news stories impacting Super Micro Computer this week:

Positive Sentiment: Supermicro added Shesha Krishnapura, a 35-year Intel veteran with high-performance computing and AI infrastructure experience, as an independent director. The appointment may strengthen the company’s strategic and operational expertise as it expands in AI data-center infrastructure. Supermicro Appoints Shesha Krishnapura to Board of Directors Positive Sentiment: Super Micro enters fiscal 2027 with a reported order pipeline exceeding $60 billion, supported by demand for AI systems and enterprise infrastructure. If converted into revenue, the pipeline could support continued growth. Can Super Micro Computer Sustain Its AI Capex Momentum in 2027? Positive Sentiment: Zacks added SMCI to its Rank #1 “Strong Buy” and value-stock lists, providing a favorable near-term analyst signal. Zacks Strong Buy Coverage Neutral Sentiment: A report stated that short interest totaled zero shares, implying no days-to-cover. This figure conflicts with the description of a sharp increase in short interest and may reflect incomplete or inaccurate data, limiting its usefulness as a trading signal. Negative Sentiment: CEO Charles Liang and director Chiu-Chu Liang each sold 100,000 shares at an average of $45.02, reducing their direct holdings by 22.86%. The sales were made under pre-arranged Rule 10b5-1 plans, which reduces their significance but may still weigh on sentiment. Negative Sentiment: Investors are questioning whether SMCI’s roughly 11-fold five-year gain is supported by long-term cash generation. High-volume GPU systems typically carry lower margins, raising concerns that rapid sales growth may not translate proportionally into profits. One Unsettled Question Sits Under Super Micro Computer Stock Negative Sentiment: Recent gains in server stocks have begun to unwind as investors take profits, adding to short-term selling pressure across the sector. Super Micro Drops as Profit Taking Unwinds Server Rally Institutional Trading of Super Micro Computer Large investors have recently made changes to their positions in the stock. Sound Income Strategies LLC purchased a new stake in shares of Super Micro Computer in the 3rd quarter worth approximately $983,000. GAMMA Investing LLC boosted its stake in shares of Super Micro Computer by 65.0% during the third quarter. GAMMA Investing LLC now owns 17,657 shares of the company’s stock valued at $725,000 after purchasing an additional 6,953 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Super Micro Computer by 137.8% during the third quarter. Farther Finance Advisors LLC now owns 19,357 shares of the company’s stock valued at $795,000 after purchasing an additional 11,217 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Super Micro Computer by 117.4% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 2,187 shares of the company’s stock valued at $90,000 after purchasing an additional 1,181 shares in the last quarter. Finally, Versant Capital Management Inc increased its holdings in Super Micro Computer by 321.7% during the third quarter. Versant Capital Management Inc now owns 2,391 shares of the company’s stock valued at $98,000 after buying an additional 1,824 shares during the period. 84.06% of the stock is owned by hedge funds and other institutional investors.

(Get Free Report)

Super Micro Computer, Inc develops and sells application-optimized server and storage systems for data centers, cloud computing, enterprise IT, artificial intelligence, and other demanding computing environments. The company offers complete computing platforms as well as modular components, allowing customers to configure systems for specific performance, power, and workload requirements.

Its product portfolio includes server and storage systems, workstations, networking equipment, rack-scale solutions, GPU and AI systems, and related software and services.

Featured Stories Five stocks we like better than Super Micro Computer 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Receive News & Ratings for Super Micro Computer Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Super Micro Computer and related companies with MarketBeat.com's FREE daily email newsletter.

Analog Devices, Inc. (NASDAQ:ADI – Get Free Report) insider Vivek Jain sold 2,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $409.79, for a total value of $819,580.00. Following the transaction, the insider directly owned 43,733 shares in the company, valued at $17,921,346.07. This represents a 4.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Vivek Jain also recently made the following trade(s):

On Thursday, October 8th, Vivek Jain sold 3,305 shares of Analog Devices stock. The shares were sold at an average price of $406.58, for a total value of $1,343,746.90. On Friday, October 2nd, Vivek Jain sold 2,000 shares of Analog Devices stock. The stock was sold at an average price of $416.98, for a total value of $833,960.00. Analog Devices Price Performance Shares of NASDAQ ADI opened at $406.19 on Friday. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The company has a market cap of $196.83 billion, a PE ratio of 48.18, a P/E/G ratio of 1.25 and a beta of 1.22. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. The business has a 50-day simple moving average of $380.02 and a two-hundred day simple moving average of $383.39.

Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%. The business had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. During the same quarter in the previous year, the firm earned $2.05 earnings per share. The company’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, equities analysts expect that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year. Analog Devices Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were paid a $1.10 dividend. The ex-dividend date was Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is 52.19%.

Institutional Inflows and Outflows A number of hedge funds have recently modified their holdings of ADI. HF Advisory Group LLC increased its position in Analog Devices by 48.8% during the third quarter. HF Advisory Group LLC now owns 7,703 shares of the semiconductor company’s stock worth $3,056,000 after buying an additional 2,527 shares in the last quarter. RFG Bristol Wealth Advisors LLC raised its holdings in shares of Analog Devices by 233.7% in the third quarter. RFG Bristol Wealth Advisors LLC now owns 3,354 shares of the semiconductor company’s stock worth $1,331,000 after acquiring an additional 2,349 shares during the last quarter. Balefire LLC raised its holdings in shares of Analog Devices by 13.1% in the third quarter. Balefire LLC now owns 762 shares of the semiconductor company’s stock worth $302,000 after acquiring an additional 88 shares during the last quarter. Avity Investment Management Inc. acquired a new position in shares of Analog Devices in the third quarter worth $2,660,000. Finally, Riversedge Advisors LLC lifted its holdings in Analog Devices by 102.9% in the 3rd quarter. Riversedge Advisors LLC now owns 1,339 shares of the semiconductor company’s stock valued at $531,000 after purchasing an additional 679 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes Several research firms have weighed in on ADI. Wells Fargo & Company dropped their target price on shares of Analog Devices from $515.00 to $500.00 and set an “overweight” rating on the stock in a research report on Thursday, August 20th. JPMorgan Chase & Co. raised their price target on shares of Analog Devices from $450.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, August 20th. Piper Sandler set a $460.00 price target on shares of Analog Devices in a report on Tuesday, September 8th. Seaport Research Partners upgraded shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price objective for the company in a research note on Thursday, August 20th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $510.00 price objective (up from $400.00) on shares of Analog Devices in a report on Tuesday, September 8th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $460.09.

Get Our Latest Stock Analysis on ADI

Key Stories Impacting Analog Devices Here are the key news stories impacting Analog Devices this week:

Positive Sentiment: Analyst outlook remains constructive. TD Cowen maintained a Buy rating and a $460 price target, above ADI’s recent trading level. Wall Street’s broader consensus remains “Moderate Buy,” with an average target near $460. TD Cowen keeps $460 target for Analog Devices Positive Sentiment: ADI is expanding its communications technology footprint. India-based Lekha Wireless plans to integrate Analog Devices radio technology into 4G and 5G products. The agreement is unlikely to materially change near-term earnings, but it reinforces ADI’s exposure to communications infrastructure and 5G demand. Lekha Wireless to integrate Analog Devices technology Neutral Sentiment: Reported short interest was zero. The October 9 report lists no shares sold short and a 0.0-day short-interest ratio. This could remove a source of bearish pressure, although the unusual figure may reflect a reporting or data issue rather than a meaningful change in investor positioning. Neutral Sentiment: Strong fundamentals are balanced by a demanding valuation. ADI’s latest quarter exceeded earnings and revenue expectations, with revenue increasing 39.2% year over year. The stock trades at roughly 48 times earnings, leaving it vulnerable to profit-taking if growth or AI-related semiconductor demand disappoints. Negative Sentiment: Several insiders have sold shares. Director Ray Stata sold 1,416 shares for approximately $594,777, CFO Richard Puccio sold 1,500 shares for about $631,620, and Vivek Jain sold a combined 5,305 shares worth roughly $2.16 million. The transactions were made under pre-arranged Rule 10b5-1 plans and do not necessarily indicate weakening business prospects, but the cluster of sales may weigh on sentiment. Analog Devices insider buying and selling About Analog Devices (Get Free Report)

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that develops technologies for converting, conditioning and processing real-world signals. Its products connect the physical and digital worlds by helping electronic systems sense, measure, interpret and control information such as temperature, pressure, motion, sound and electrical current.

The company’s product portfolio includes analog and mixed-signal integrated circuits, power management solutions, radio-frequency and microwave devices, data converters, amplifiers, sensors, microcontrollers, embedded processors and connectivity products.

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What happened Stride, Inc. (NYSE: LRN) said October 8, 2026, that it entered a cooperation agreement with Fivespan Partners, LP and Dylan Haggart. Under the deal, Haggart will join the board on October 30, 2026. Dr. Steven Guttentag will first serve as a board observer before becoming a director after the 2026 annual meeting.

Stride also said it formed a capital allocation committee. Brian Shepherd and Haggart will co-chair it. Aida Alvarez and CEO Robert E. Knowling, Jr. are the other members. The investor group withdrew its director nominations, stockholder proposal and books and records demand for the 2026 annual meeting. It also agreed to standstill, voting and non-disparagement terms.

Dr. Guttentag will have the right to attend and reasonably participate in board and committee meetings once he becomes a director, subject to confidentiality terms. Key numbers Metric Latest Change Source Board size now 8 directors SEC 8-K Board size after annual meeting 10 directors from 8 directors, +25.0% SEC 8-K Independent directors after annual meeting 9 directors SEC 8-K Capital allocation committee 4 members SEC 8-K Read more: Stride (LRN) stock analysis and investment case

Why it matters The board will stay at eight directors for now and rise to ten after the 2026 annual meeting. Nine of the ten directors will be independent. That is a 25% increase in board size, based on the filing's eight-to-ten shift. Haggart has more than 15 years of investment and public company governance experience. Fivespan is one of Stride's significant shareholders.

The committee is meant to review capital structure and capital allocation priorities. It will then publish a target capital structure and a framework for future cash flows to maximize long-term value. The filing stops there. Stride has not yet disclosed the target capital structure or the allocation rules it plans to use.

Browse: stock research on every company OptimistFi covers

What's next Stride said the committee's initial review is expected within the next three months. After that, it will publicly announce its target capital structure and a framework for future cash flows. That will be the next dated test of the agreement. A specific capital policy would show whether the committee is doing more than reshaping the board.

Haggart's board appointment becomes effective at the close of business on October 30, 2026, unless the parties agree earlier in writing. Stride's 2026 annual meeting of stockholders is set for December 10, 2026, when Haggart is slated for election and Guttentag is expected to become a director. A delay would leave the deal as a governance reset rather than a capital-action step.

More from OptimistFi LRN stock: the Stride thesis, its status and the next test to watch Prudential Financial, Inc. (NYSE: PRU) Faces Longer Japan Sales Ban Humana Inc. (NYSE: HUM) Lifts Bonus-Eligible Medicare Coverage to 95% NVIDIA Corporation (NASDAQ: NVDA) Commits $1 Billion to US Science Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources SEC 8-K — Current report on Form 8-K dated October 9, 2026. Exhibit 99.1 press release — Press release attached as Exhibit 99.1 dated October 9, 2026. Read the full OptimistFi thesis on Stride, Inc.: https://optimistfi.com/stocks/LRN

See what would break the Stride, Inc. thesis and track it live on the OptimistFi Thesis-Break Engine.

Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.

The full Stride, Inc. investment case, its status and the next test to watch live on the Stride, Inc. thesis page.

Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Fluence Energy To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Fluence Energy between November 24, 2025 and September 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - October 11, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Fluence Energy, Inc. (""Fluence Energy" or the "Company") (NASDAQ: FLNC) and reminds investors of the November 30, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that the Company's ability to deliver its backlog and recognize the revenue underlying its fiscal 2026 guidance depended on new contract manufacturing facilities, including facilities that were not completed, not operational, and/or not capable of producing at the volumes the guidance assumed; (2) that the corrective measures the Company had implemented to address production problems at its contract manufacturers were not remediating those problems, which persisted and extended to the Company's new facilities; (3) as a result, a material portion of the backlog that Defendants represented as "securing" or "covering" the Company's fiscal 2026 revenue guidance were likely to be delivered and recognized in fiscal 2026; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On February 4, 2026, after the market closed, the Company reported first quarter 2026 financial results, including a GAAP gross profit margin of approximately 4.9%, a 6.5 percentage point decline year over year, due to "additional estimated costs on two projects." On this news Fluence Energy's stock price fell $10.04, or 34.63%, to close at $18.95 per share on February 5, 2026, on unusually heavy trading volume.

On August 5, 2026, after the market closed, Fluence Energy announced third quarter financial results, including that revenue was "weaker than expected, primarily reflecting production delays at new contract manufacturing facilities," and that it "now expects that $400.0 million in project deliveries will be delayed into fiscal 2027 due to production issues at a new international contract manufacturing facility and construction related delays that affected the completion and start-up of a new U.S. contract manufacturing facility." On this news Fluence Energy's stock price fell $1.02, or 7.17%, to close at $13.21 per share on August 6, 2026, on unusually heavy trading volume.

On September 16, 2026, after the market closed, Fluence Energy announced a mid-quarter guidance update, revealing that the Company was cutting its full year revenue guide by approximately $0.6 billion, to $2.4 billion, and dramatically cut its full year adjusted EBITDA guide from negative $10 million to negative $200 million, attributing the revision to ongoing "delays in the ramp-up of our contract manufacturing facility." On this news Fluence Energy's stock price fell $1.39, or 15.36%, to close at $7.66 per share on September 17, 2026, on unusually heavy trading volume.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Fluence Energy's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Fluence Energy class action, go to www.faruqilaw.com/FLNC or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the Fluence Energy Securities Class Action Lawsuit:

What is the Fluence Energy securities fraud lawsuit about?

The lawsuit alleges that Fluence Energy, Inc. (NASDAQ: FLNC) misled investors about its ability to meet fiscal 2026 revenue guidance. The complaint claims production and manufacturing delays undermined the company's projections, leading to revenue shortfalls, guidance cuts, and declines in Fluence Energy's stock price.

Who may be eligible to participate in the lawsuit?

Investors who purchased or acquired Fluence Energy (NASDAQ: FLNC) securities between November 24, 2025 and September 16, 2026 may be eligible. Investors who suffered losses during the Class Period may potentially share in any recovery, even if they do not seek appointment as lead plaintiff.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed investor who represents the class and helps oversee the litigation. Fluence Energy investors who purchased shares during the Class Period and suffered losses may seek appointment as lead plaintiff by November 30, 2026. Investors do not need to serve as lead plaintiff to participate in any potential recovery.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Fluence Energy securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/318347

Source: Faruqi & Faruqi LLP

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Pacific Biosciences of California, Inc. (NASDAQ:PACB – Get Free Report) insider James Gibson II sold 661,815 shares of Pacific Biosciences of California stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $3.11, for a total value of $2,058,244.65. Following the completion of the sale, the insider owned 1,083,848 shares of the company’s stock, valued at approximately $3,370,767.28. The trade was a 37.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Shares of PACB opened at $2.33 on Friday. The firm has a market cap of $724.23 million, a PE ratio of -5.42 and a beta of 2.19. Pacific Biosciences of California, Inc. has a 52-week low of $1.07 and a 52-week high of $3.43. The business’s 50 day moving average price is $1.54 and its two-hundred day moving average price is $1.48.

Pacific Biosciences of California (NASDAQ:PACB – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The biotechnology company reported ($0.14) EPS for the quarter, missing the consensus estimate of ($0.13) by ($0.01). The company had revenue of $39.01 million for the quarter, compared to analyst estimates of $42.90 million. Pacific Biosciences of California had a negative return on equity of 5,752.12% and a negative net margin of 82.49%. Research analysts predict that Pacific Biosciences of California, Inc. will post -0.52 EPS for the current fiscal year.

Wall Street Analyst Weigh In Several brokerages recently issued reports on PACB. UBS Group initiated coverage on shares of Pacific Biosciences of California in a research note on Wednesday, September 9th. They set a “neutral” rating and a $1.35 target price on the stock. Wall Street Zen downgraded shares of Pacific Biosciences of California from a “hold” rating to a “sell” rating in a research note on Saturday, August 8th. Finally, Weiss Ratings downgraded shares of Pacific Biosciences of California from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Monday, September 28th. One analyst has rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Pacific Biosciences of California presently has an average rating of “Reduce” and an average price target of $1.71. Read Our Latest Research Report on Pacific Biosciences of California

Institutional Trading of Pacific Biosciences of California Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. purchased a new position in shares of Pacific Biosciences of California during the 2nd quarter worth $54,330,000. Casdin Capital LLC grew its position in shares of Pacific Biosciences of California by 483.6% during the 4th quarter. Casdin Capital LLC now owns 4,223,767 shares of the biotechnology company’s stock valued at $7,898,000 after acquiring an additional 3,500,000 shares during the period. Bank of America Corp DE bought a new stake in shares of Pacific Biosciences of California during the 2nd quarter valued at $2,265,000. Hhlr Advisors LTD. bought a new stake in shares of Pacific Biosciences of California during the 2nd quarter valued at $1,544,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Pacific Biosciences of California in the 2nd quarter worth $1,290,000.

Pacific Biosciences of California Company Profile (Get Free Report)

Pacific Biosciences of California, Inc develops and sells advanced genetic sequencing technologies. The company’s platform is based on single-molecule, real-time (SMRT) sequencing, which is designed to produce highly accurate, long DNA reads. These reads can help researchers identify genetic variation, assemble genomes, and analyze complex biological systems that may be difficult to study using short-read sequencing methods.

PacBio’s product portfolio includes the Revio and Sequel IIe sequencing systems, SMRT Cells and other consumables, library-preparation products, and software for instrument operation, data analysis, and interpretation.

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JFrog Ltd. (NASDAQ:FROG – Get Free Report) CEO Shlomi Ben Haim sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 7th. The shares were sold at an average price of $97.52, for a total value of $1,462,800.00. Following the transaction, the chief executive officer owned 4,434,305 shares of the company’s stock, valued at approximately $432,433,423.60. This represents a 0.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ben Haim Shlomi also recently made the following trade(s):

On Tuesday, September 8th, Shlomi Ben Haim sold 45,700 shares of JFrog stock. The stock was sold at an average price of $85.35, for a total transaction of $3,900,495.00. On Wednesday, September 2nd, Shlomi Ben Haim sold 37,232 shares of JFrog stock. The stock was sold at an average price of $90.51, for a total value of $3,369,868.32. On Friday, August 7th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The stock was sold at an average price of $91.00, for a total transaction of $1,365,000.00. JFrog Stock Performance Shares of FROG opened at $102.23 on Friday. The firm’s 50-day simple moving average is $91.99 and its two-hundred day simple moving average is $77.30. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $105.76. The stock has a market cap of $12.60 billion, a PE ratio of -276.29 and a beta of 1.24.

JFrog (NASDAQ:FROG – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The firm had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The company’s quarterly revenue was up 28.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Equities research analysts predict that JFrog Ltd. will post -0.11 EPS for the current year. Institutional Investors Weigh In On JFrog Several large investors have recently bought and sold shares of the company. Millstone Evans Group LLC lifted its position in shares of JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after acquiring an additional 427 shares in the last quarter. Allworth Financial LP boosted its stake in shares of JFrog by 83.1% in the second quarter. Allworth Financial LP now owns 648 shares of the company’s stock worth $59,000 after acquiring an additional 294 shares during the last quarter. Western Wealth Management LLC acquired a new stake in shares of JFrog in the first quarter worth approximately $30,000. Caitong International Asset Management Co. Ltd boosted its stake in shares of JFrog by 12,566.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after acquiring an additional 754 shares during the last quarter. Finally, Bessemer Group Inc. purchased a new stake in shares of JFrog during the first quarter worth approximately $36,000. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades A number of equities analysts recently weighed in on the stock. BTIG Research restated a “buy” rating and issued a $115.00 price objective on shares of JFrog in a report on Friday, September 4th. Stifel Nicolaus set a $102.00 price objective on JFrog in a research report on Friday, September 4th. DA Davidson reaffirmed a “buy” rating and issued a $115.00 price objective on shares of JFrog in a research report on Friday, September 4th. Piper Sandler increased their target price on JFrog from $65.00 to $90.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research note on Friday, July 17th. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, JFrog has an average rating of “Moderate Buy” and a consensus target price of $109.48.

View Our Latest Analysis on JFrog

About JFrog (Get Free Report)

JFrog Ltd. develops a software supply chain platform that helps organizations build, manage, secure and distribute software across cloud, on-premises and hybrid environments. Its platform is designed to support DevOps and DevSecOps workflows by connecting software development, security and operations teams throughout the application lifecycle.

The company’s product portfolio includes JFrog Artifactory, a repository for storing and managing software packages and artifacts; JFrog Xray, which provides security and compliance analysis; and tools for software release automation, distribution, artifact curation and runtime protection.

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PagSeguro Digital Ltd. (NYSE:PAGS – Get Free Report) Director Alexandre Mr Magnani sold 100,000 shares of the firm’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $10.60, for a total value of $1,060,000.00. Following the completion of the sale, the director directly owned 507,390 shares in the company, valued at approximately $5,378,334. The trade was a 16.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

PagSeguro Digital Trading Up 4.3% Shares of PAGS opened at $11.13 on Friday. PagSeguro Digital Ltd. has a 12-month low of $8.42 and a 12-month high of $12.32. The company has a market cap of $3.11 billion, a PE ratio of 7.79, a price-to-earnings-growth ratio of 0.45 and a beta of 1.27. The stock has a 50-day moving average price of $9.36 and a 200-day moving average price of $9.50.

PagSeguro Digital (NYSE:PAGS – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.02. The company had revenue of $942.97 million for the quarter, compared to analysts’ expectations of $1 billion. PagSeguro Digital had a net margin of 10.46% and a return on equity of 16.36%. As a group, analysts predict that PagSeguro Digital Ltd. will post 1.65 earnings per share for the current year.

PagSeguro Digital Increases Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th were paid a $0.28 dividend. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $1.12 dividend on an annualized basis and a yield of 10.1%. This is a boost from PagSeguro Digital’s previous quarterly dividend of $0.26. PagSeguro Digital’s dividend payout ratio is presently 78.32%. Analyst Ratings Changes PAGS has been the topic of a number of research analyst reports. Bank of America lowered shares of PagSeguro Digital from a “buy” rating to a “neutral” rating and set a $10.00 price target on the stock. in a report on Wednesday, July 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PagSeguro Digital in a report on Friday, September 18th. Jefferies Financial Group initiated coverage on shares of PagSeguro Digital in a report on Thursday, July 23rd. They set a “hold” rating and a $10.40 price objective for the company. Finally, UBS Group cut their target price on shares of PagSeguro Digital from $12.50 to $11.00 and set a “buy” rating for the company in a research report on Tuesday, September 29th. Two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $10.73.

View Our Latest Stock Analysis on PAGS

Institutional Investors Weigh In On PagSeguro Digital Several hedge funds have recently modified their holdings of the business. DGS Capital Management LLC boosted its stake in shares of PagSeguro Digital by 8.7% during the fourth quarter. DGS Capital Management LLC now owns 15,814 shares of the company’s stock valued at $152,000 after purchasing an additional 1,271 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in PagSeguro Digital by 77.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 4,185 shares of the company’s stock worth $40,000 after buying an additional 1,821 shares in the last quarter. First Trust Advisors LP raised its stake in PagSeguro Digital by 10.9% in the first quarter. First Trust Advisors LP now owns 18,678 shares of the company’s stock worth $187,000 after buying an additional 1,835 shares in the last quarter. Royal Bank of Canada lifted its holdings in PagSeguro Digital by 3.7% during the first quarter. Royal Bank of Canada now owns 56,092 shares of the company’s stock worth $562,000 after buying an additional 1,998 shares during the period. Finally, Amundi lifted its holdings in PagSeguro Digital by 6.0% during the first quarter. Amundi now owns 54,586 shares of the company’s stock worth $547,000 after buying an additional 3,067 shares during the period. Hedge funds and other institutional investors own 45.88% of the company’s stock.

(Get Free Report)

PagSeguro Digital Ltd. is a Brazilian financial technology company that operates the PagBank ecosystem. The company provides payment acceptance and digital banking services primarily to micro, small and medium-sized businesses, self-employed professionals and individual consumers in Brazil.

Its products and services include point-of-sale payment terminals, online payment processing, digital accounts, payment cards, money transfers, bill payment and other financial services. PagSeguro also offers tools designed to help merchants manage transactions and business finances through digital platforms and mobile applications.

PagSeguro was developed as part of Brazil’s UOL group and became a publicly traded company on the New York Stock Exchange in 2018.

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SailPoint, Inc. (NASDAQ:SAIL – Get Free Report) CEO Mark Mcclain sold 103,893 shares of the company’s stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $20.36, for a total transaction of $2,115,261.48. Following the completion of the sale, the chief executive officer directly owned 7,989,977 shares of the company’s stock, valued at $162,675,931.72. The trade was a 1.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

SailPoint Stock Up 3.7% Shares of SAIL opened at $20.77 on Friday. The firm has a 50-day moving average price of $19.38 and a 200 day moving average price of $15.87. The firm has a market capitalization of $11.86 billion, a PE ratio of -61.09, a P/E/G ratio of 2.20 and a beta of 2.15. SailPoint, Inc. has a 52-week low of $10.30 and a 52-week high of $23.89.

SailPoint (NASDAQ:SAIL – Get Free Report) last released its earnings results on Wednesday, September 9th. The company reported $0.09 EPS for the quarter, beating the consensus estimate of $0.08 by $0.01. SailPoint had a negative net margin of 16.92% and a positive return on equity of 2.44%. The firm had revenue of $308.81 million for the quarter. During the same period in the previous year, the business posted ($0.02) EPS. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. On average, equities analysts expect that SailPoint, Inc. will post 0.33 EPS for the current year.

Analyst Upgrades and Downgrades Several research analysts have recently issued reports on the stock. BMO Capital Markets reiterated a “buy” rating and issued a $21.00 price objective on shares of SailPoint in a report on Thursday, September 10th. Scotiabank reissued an “outperform” rating on shares of SailPoint in a report on Monday, October 5th. Oppenheimer started coverage on SailPoint in a report on Wednesday. They set an “outperform” rating and a $30.00 target price on the stock. Cantor Fitzgerald upped their target price on SailPoint from $25.00 to $27.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Wells Fargo & Company upped their target price on SailPoint from $19.00 to $22.00 and gave the stock an “overweight” rating in a research report on Monday, August 17th. Twenty investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $22.20. Check Out Our Latest Stock Analysis on SAIL

Institutional Trading of SailPoint A number of hedge funds and other institutional investors have recently modified their holdings of the stock. WINTON GROUP Ltd raised its holdings in SailPoint by 171.8% during the second quarter. WINTON GROUP Ltd now owns 64,954 shares of the company’s stock worth $951,000 after acquiring an additional 41,054 shares in the last quarter. Engineers Gate Manager LP bought a new position in SailPoint in the second quarter valued at approximately $464,000. Integrated Wealth Concepts LLC bought a new position in SailPoint in the second quarter valued at approximately $125,000. Corient Private Wealth LP bought a new position in SailPoint in the second quarter valued at approximately $412,000. Finally, Outfitters Financial LLC grew its stake in SailPoint by 4.8% in the second quarter. Outfitters Financial LLC now owns 41,175 shares of the company’s stock valued at $603,000 after purchasing an additional 1,900 shares in the last quarter.

Trending Headlines about SailPoint Here are the key news stories impacting SailPoint this week:

Positive Sentiment: Cantor Fitzgerald raised its price target to $27 from $25 and maintained an “overweight” rating. The firm cited potential expansion of SailPoint’s addressable market, providing a positive catalyst for the stock. Cantor Fitzgerald price-target report Positive Sentiment: Recent analyst actions remain favorable. Robert W. Baird raised its target to $25 and assigned an “outperform” rating, while Oppenheimer initiated coverage with an “outperform” rating and a $30 target, pointing to SailPoint’s potential role in securing AI-agent identities. Oppenheimer coverage report Positive Sentiment: Post-earnings momentum has continued. SailPoint has risen 13.5% since its latest earnings report, which included earnings of $0.09 per share versus an $0.08 consensus estimate and 17% year-over-year revenue growth to $308.81 million. Zacks post-earnings analysis Positive Sentiment: SailPoint updated its identity-security platform, potentially strengthening its competitive position as demand grows for governance and protection of digital identities, including those used by AI systems. Platform update Neutral Sentiment: Amerx initiated coverage with a “hold” rating, providing a more cautious counterpoint to the recent bullish recommendations. Amerx coverage report Negative Sentiment: Several senior executives, including the CEO, CFO, president and other officers, sold shares. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax obligations on vested equity awards, and executives retained substantial holdings, reducing—but not eliminating—the bearish signal. About SailPoint (Get Free Report)

SailPoint, Inc (NASDAQ:SAIL) is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.

The company’s offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.

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Ray Dalio is the founder of Bridgewater Associates, the largest hedge fund in the world, with assets under management between $100 billion and $125 billion.

Dalio is no longer the CEO, but given his success with Bridgewater, he's one of the most respected investors in the world. He’s also known for macroeconomic investing, including his focus on debt cycles, and geopolitical and market risks.

When Dalio makes a prediction, investors tend to listen, and he just made a bold statement about the AI boom.

Image source: Getty Images. Image source: Getty Images.

Ray Dalio thinks the AI bubble could be burstingSpeaking at the Forbes Global CEO Conference in Singapore this past week, Dalio commented on the massive amount of debt being taken on to fund AI growth, including data centers.

The billionaire called the current AI situation a "classic bubble," and pointed to rising interest rates and the need for investors to convert paper gains into cash as a potential source of pressure on AI stock valuations. Dalio believed rising rates could cause the bubble to pop, adding, "We're in the part of the cycle that is before that but approaching that. I think we're close to that."

Bond yields have risen around the world due to a range of factors, including higher energy costs and inflation, resulting from the war in Iran.

Dalio also noted that wealth taxes, such as the one proposed in California, could lead wealthy investors to convert stock gains into cash.

Where is the debt bubble coming from?The four big hyperscalers, Amazon (AMZN +3.29%), Alphabet (GOOG +0.87%) (GOOGL +0.97%), Microsoft (MSFT +2.38%), and Meta Platforms (META -0.31%), are set to spend more than $700 billion on capital expenditures this year, with much of that going to AI-related investments like chips and data centers.

As the chart below shows, with the exception of Microsoft, all of these companies have added over $200 billion in debt over the last year.

AMZN Total Long Term Debt (Quarterly) data by YCharts

However, these companies are hugely profitable and have market caps in the trillions of dollars. They can afford to make such moves on their balance sheets.

The larger risk facing the market may be from the newer wave of AI companies, which includes Anthropic, OpenAI, and Space Exploration Technologies (SPCX +1.25%), or SpaceX.

Though these companies are chasing valuations in the $2-trillion range, they are not consistently profitable, meaning their borrowing comes with significantly more risk.

Anthropic has committed to $518 billion in future cloud, computing, and AI infrastructure spending, with 80% of that being non-cancellable. OpenAI, meanwhile, has $665 billion in similar spending commitments.

SpaceX is the only one of the three that is currently publicly traded, and even after raising $86 billion in its IPO, Elon Musk's space company has wasted little time in raising more cash.

SpaceX's big plansSpaceX has transformed over the last year after acquiring xAI, and the company is not currently profitable and needs funding to support its blockbuster ambitions, which include launching data centers into space and eventually colonizing Mars. It also aims to reach 10 gigawatts (GW) of computing capacity by the end of next year, which represents roughly $350 billion to $600 billion in infrastructure costs. 10 GW is also enough to power 7.5 million to 10 million homes.

Following its IPO, the company raised $25 billion in new debt and is now seeking another $40 billion, according to Financial Times. The company's debt raises are likely to continue as Morgan Stanley's Adam Jonas predicted that it would raise an average of $80 billion in debt annually through 2035. We've never seen a company that demanded that kind of financial leverage.

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Will SpaceX pop the bubble?I don't necessarily agree with Dalio's statement that we're approaching the bursting of the bubble. Growth is still strong in the chip sector and among hyperscalers, and AI adoption is clearly scaling, as evidenced by the recent success of Meta's Muse AI personal agent.

However, if the bubble does burst, I think SpaceX will be the first domino to fall. The company has unprecedented ambitions, but little ability to self-fund them. It doesn't have much debt now, but that could change considerably in the next year.

If the company remains unprofitable and interest rates continue to go up, as Dalio predicts, the pressure on SpaceX is likely to mount, and that could spell trouble for broader debt financing in the AI sector.

What happened Shares of Tesla, Inc. (NASDAQ: TSLA) closed at $375.00 on October 8. That was down 16.6% from the December 31, 2025 close of $449.72.

The business answer is less obvious than the price. Vehicle demand recovered from a disrupted start to 2025, and revenue followed. But the rebound has not yet produced proportional profit or free cash flow because Tesla, Inc. (NASDAQ: TSLA) is spending heavily on factories, AI computing, robotaxis and the Optimus program.

That gap matters more than the delivery headline. The standing investment case assumes that manufacturing scale can fund higher-margin software and autonomous services. In 2026, scale improved, while the cash burden of building the next business rose faster. This is an evidence-based interpretation, not a claim that one factor caused the entire share decline. Price history cannot separate earnings, valuation, competition, management credibility, interest rates and trading flows.

Read more: Tesla (TSLA) stock analysis and investment case

The move in numbers Dividing the October 8 close of $375.00 by the December 31 close of $449.72 and subtracting one gives -16.6148%. Nasdaq supplied both regular-session closes. Yahoo returned the same raw closing prices to within a fraction of a cent and showed no split or dividend event in the comparison window.

The operating recovery is real. Tesla, Inc. (NASDAQ: TSLA) delivered 358,023 vehicles in the first quarter, 480,126 in the second and 486,532 in the third. The 1,324,681 total was 8.8% above the 1,217,902 vehicles delivered in the first three quarters of 2025.

First-half revenue rose 21.0% to $50.623 billion. First-half operating income rose just 1.3% to $1.339 billion, and common-stockholder net income rose 0.6% to $1.591 billion. More sales did not yet translate into comparable earnings growth.

Capital spending explains much of the tension. First-half capital expenditures rose 113.1% to $8.282 billion. That consumed 95.9% of $8.634 billion in operating cash flow, leaving $352 million under Tesla, Inc. (NASDAQ: TSLA)'s free-cash-flow definition. In the second quarter alone, free cash flow was negative $1.092 billion.

Related: Tesla, Inc. (NASDAQ: TSLA) Q3 Consensus Splits Cars and Energy

How Tesla, Inc. (NASDAQ: TSLA) makes money The company still earns most of its revenue by selling and leasing vehicles. It also sells energy storage systems, charging and service work, regulatory credits, insurance in some markets, and driver-assistance software. The vehicle fleet gives Tesla, Inc. (NASDAQ: TSLA) a customer base for paid software and data for developing autonomy.

Investors are therefore underwriting two businesses at once. The current operation is a capital-intensive manufacturer. The hoped-for next operation adds recurring software, paid autonomous rides and robotics, which could carry better economics if they scale. The first business must keep funding the second while vehicle pricing and competition remain uncertain.

Competition tests both sides. Established automakers and EV specialists compete for vehicle buyers. In autonomous rides, privately held Waymo LLC said on September 1 that it was providing fully autonomous trips in 14 cities. Tesla, Inc. (NASDAQ: TSLA)'s second-quarter update still described FSD (Supervised) as requiring active driver supervision and said its Bay Area operation used that product under a transportation permit.

Tesla, Inc. (NASDAQ: TSLA) has genuine scale: 1.325 million vehicles delivered through three quarters and 13.7 GWh of third-quarter energy-storage deployments. Scale can lower unit costs and spread development spending. It does not by itself prove that autonomous services or humanoid robots will earn attractive returns.

Why the case is still difficult The bull case starts with recovery. Second-quarter revenue rose 26% year over year, automotive revenue rose 23%, and services revenue rose 50%. Tesla, Inc. (NASDAQ: TSLA) also held $43.524 billion of cash, cash equivalents and short-term investments at June 30. The company has resources to invest and a large installed base to monetize.

The counterargument is conversion. Second-quarter operating margin fell to 1.4% from 4.1% even as revenue grew. Operating expenses rose 47%, and quarterly capital spending reached $5.789 billion. Management expects 2026 capital expenditures to exceed $25 billion and says the plan includes compute infrastructure, data centers, new manufacturing and research lines, company-operated AI assets, and retail, service and charging sites.

The spending may create valuable businesses. It also raises the hurdle for every forecast. Vehicle margin must stabilize, software revenue must become visible, and autonomous or robotics projects must move from technical progress to paying customers. If those milestones slip, Tesla, Inc. (NASDAQ: TSLA) remains a manufacturer carrying technology-company expectations and a much larger investment bill.

The 16.6% decline makes the stock cheaper than it was at year-end. It does not establish that the shares are cheap. That conclusion requires a valuation view and confidence in cash flows that the completed-session return cannot supply.

What's next The next test arrives on October 21, when Tesla, Inc. (NASDAQ: TSLA) reports third-quarter results. Watch automotive gross margin excluding regulatory credits, operating margin, operating cash flow, capital expenditures and free cash flow. Higher deliveries matter most if those figures improve.

Then look for measurable software and autonomy economics. Active subscriptions, paid robotaxi miles, service geography, revenue disclosure and regulatory approvals are more useful than broad launch targets. Waymo LLC's commercial footprint makes the comparison concrete.

The third-quarter delivery release warned that deliveries and storage deployments are only two measures of performance. That is the right boundary for investors. The 2026 volume recovery supports the manufacturing case, while the profit and cash-flow record leaves the higher-margin transition unproven.

More from OptimistFi TSLA stock: the Tesla thesis, its status and the next test to watch Tesla, Inc. (NASDAQ: TSLA) Cannot Size Its Trial Exposure Why Is Fair Isaac Corporation (NYSE: FICO) Stock Down 60% This Year? Why Is Advanced Micro Devices, Inc. (NASDAQ: AMD) Stock Up 188% This Year? Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources Tesla, Inc. (NASDAQ: TSLA) first-quarter 2026 update — Filed April 22, 2026. Quarterly financial history, Q1 2026 deliveries and the comparable Q1 2025 delivery figure. Tesla, Inc. (NASDAQ: TSLA) second-quarter 2026 update — Filed July 22, 2026. Quarterly revenue, margin, operating cash flow, capital expenditure, free cash flow and Q2 delivery history. Tesla, Inc. (NASDAQ: TSLA) second-quarter Form 10-Q — Filed July 22, 2026. First-half income statement, cash flow, capital spending and the more-than-$25-billion 2026 capital-expenditure expectation. Tesla, Inc. (NASDAQ: TSLA) third-quarter deliveries — Filed October 2, 2026. Q3 production, 486,532 deliveries, 13.7 GWh of storage deployments and the October 21 earnings date. Tesla, Inc. (NASDAQ: TSLA) October 2 Form 8-K — Registrant identity, Nasdaq listing and the filed third-quarter delivery exhibit. Waymo LLC September 2026 service update — Official competitor update stating fully autonomous trips were available in 14 cities. Nasdaq Tesla, Inc. (NASDAQ: TSLA) historical prices — Regular-session closes for December 31, 2025 and October 8, 2026. Yahoo Tesla, Inc. (NASDAQ: TSLA) historical prices — Independent raw-close and corporate-action cross-check for the comparison period. Yahoo Finance adjusted-close methodology — Defines adjusted close. This article uses the separately returned raw Close field after reviewing corporate actions. Photo: Gigafactory Texas Building 1 by Larry D. Moore — June 17, 2022 file photograph of Tesla Gigafactory Texas near Austin. Photo license: CC BY 4.0 — Creative Commons Attribution 4.0 license. Creator: Larry D. Moore. Read the full OptimistFi thesis on Tesla, Inc.: https://optimistfi.com/stocks/TSLA

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Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.

Artemis Wealth Advisors LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 143,099 shares of the software giant’s stock, valued at approximately $19,981,000. Microsoft comprises 2.3% of Artemis Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest position.

A number of other large investors also recently made changes to their positions in the company. Auto Owners Insurance Co lifted its holdings in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after buying an additional 60,009,531 shares in the last quarter. Amundi raised its stake in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Microsoft by 10.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the period. Hsbc Holdings PLC grew its position in shares of Microsoft by 7.8% during the 4th quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant’s stock worth $10,715,379,000 after purchasing an additional 1,599,412 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock worth $8,982,083,000 after purchasing an additional 9,493,778 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling In related news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company’s stock, valued at $265,888,830.48. This represents a 7.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 143,009 shares of company stock valued at $71,420,699 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance Shares of MSFT stock opened at $535.07 on Friday. The firm has a market capitalization of $3.97 trillion, a price-to-earnings ratio of 29.79, a PEG ratio of 1.72 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The business’s 50-day moving average price is $501.15 and its 200-day moving average price is $434.73. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter last year, the business earned $3.65 EPS. The firm’s quarterly revenue was up 17.7% on a year-over-year basis. Equities research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft News Summary Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Wall Street Analysts Forecast Growth A number of equities research analysts recently issued reports on MSFT shares. The Goldman Sachs Group reissued a “buy” rating and set a $640.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Morgan Stanley cut Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. Raymond James Financial downgraded shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Guggenheim restated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a research report on Monday, July 27th. Finally, BMO Capital Markets assumed coverage on shares of Microsoft in a research report on Monday, October 5th. They set an “outperform” rating on the stock. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $578.73.

Read Our Latest Stock Analysis on MSFT

Microsoft Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Read More Five stocks we like better than Microsoft 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining

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Ackerman Asset Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 1,136 shares of the software giant’s stock, valued at approximately $424,000. Microsoft makes up 0.3% of Ackerman Asset Management LLC’s investment portfolio, making the stock its 16th biggest position.

Other institutional investors also recently bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Microsoft by 4.0% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after buying an additional 8,773 shares in the last quarter. Markel Group Inc. raised its position in Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after acquiring an additional 1,950 shares in the last quarter. Bessemer Group Inc. lifted its holdings in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock valued at $2,562,197,000 after acquiring an additional 537,634 shares during the period. Taylor Securities Services Inc. acquired a new stake in Microsoft in the fourth quarter valued at $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Microsoft by 138.8% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock worth $502,077,000 after purchasing an additional 788,297 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance Shares of MSFT stock opened at $535.07 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company’s fifty day moving average price is $501.15 and its two-hundred day moving average price is $434.73. The firm has a market capitalization of $3.97 trillion, a P/E ratio of 29.79, a P/E/G ratio of 1.72 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the business earned $3.65 EPS. The firm’s revenue for the quarter was up 17.7% compared to the same quarter last year. On average, research analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year. Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.

Insiders Place Their Bets In other news, EVP Amy Hood sold 41,674 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the transaction, the executive vice president owned 533,624 shares of the company’s stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. Insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Analyst Ratings Changes A number of research analysts have recently weighed in on the company. Weiss Ratings upgraded Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday. Stifel Nicolaus upgraded Microsoft from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Raymond James Financial downgraded shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Truist Financial reaffirmed a “buy” rating and set a $575.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Phillip Securities downgraded shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Forty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $578.73.

Check Out Our Latest Stock Report on Microsoft

Microsoft Company Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Recommended Stories Five stocks we like better than Microsoft 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Catalyst Investment Management LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,061 shares of the software giant’s stock, valued at approximately $769,000. Microsoft comprises approximately 0.7% of Catalyst Investment Management LLC’s portfolio, making the stock its 20th largest holding.

Other institutional investors also recently bought and sold shares of the company. Palmer Knight Co acquired a new position in Microsoft during the 2nd quarter valued at about $7,648,000. Sound Financial Strategies Group LLC purchased a new stake in Microsoft in the second quarter valued at about $534,000. Chancellor Financial Group WB LP purchased a new stake in Microsoft in the second quarter valued at about $11,482,000. Great Lakes Advisors LLC acquired a new stake in Microsoft in the second quarter worth about $370,802,000. Finally, Balanced Wealth Group LLC acquired a new stake in Microsoft in the second quarter worth about $692,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Insider Buying and Selling In other news, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the transaction, the executive vice president directly owned 533,624 shares of the company’s stock, valued at $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by corporate insiders. Wall Street Analysts Forecast Growth A number of brokerages have recently weighed in on MSFT. UBS Group lowered Microsoft from a “buy” rating to a “market perform” rating in a research note on Monday, October 5th. Needham & Company LLC assumed coverage on shares of Microsoft in a research report on Wednesday, September 23rd. They issued a “buy” rating for the company. Citizens Jmp reaffirmed a “market outperform” rating and issued a $550.00 price objective on shares of Microsoft in a research report on Tuesday, September 15th. Oppenheimer lifted their target price on shares of Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 22nd. Finally, KeyCorp reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, September 3rd. Forty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $578.73.

Read Our Latest Report on MSFT

Microsoft Stock Up 2.4% Shares of NASDAQ MSFT opened at $535.07 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market capitalization of $3.97 trillion, a PE ratio of 29.79, a price-to-earnings-growth ratio of 1.72 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm’s 50-day moving average is $501.15 and its two-hundred day moving average is $434.73.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the firm posted $3.65 EPS. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. Equities analysts anticipate that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Microsoft Company Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

Compass Wealth Management LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 13,195 shares of the software giant’s stock, valued at approximately $4,922,000.

A number of other institutional investors have also recently made changes to their positions in MSFT. Vista Cima Wealth Management LLC bought a new position in shares of Microsoft during the 2nd quarter worth approximately $4,226,000. Pacific Sun Financial Corp acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $2,132,000. Stevens Capital Partners acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $2,556,000. Altiora Financial Group LLC bought a new stake in shares of Microsoft in the 2nd quarter valued at $2,626,000. Finally, BOK Financial Private Wealth Inc. bought a new stake in shares of Microsoft in the 2nd quarter valued at $4,647,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling In other news, EVP Amy Hood sold 41,674 shares of the firm’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares of the company’s stock, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 143,009 shares of company stock worth $71,420,699. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades A number of research firms recently issued reports on MSFT. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Morgan Stanley cut shares of Microsoft from an “overweight” rating to a “negative” rating in a report on Monday, October 5th. Mizuho decreased their price target on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research note on Wednesday, July 15th. Rothschild & Co Redburn set a $440.00 price objective on shares of Microsoft in a report on Monday, September 21st. Finally, Truist Financial reiterated a “buy” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $578.73. Get Our Latest Report on MSFT

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Microsoft Trading Up 2.4% Shares of Microsoft stock opened at $535.07 on Friday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company’s fifty day simple moving average is $501.15 and its 200-day simple moving average is $434.73. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a market capitalization of $3.97 trillion, a PE ratio of 29.79, a P/E/G ratio of 1.72 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the business posted $3.65 EPS. Microsoft’s revenue was up 17.7% on a year-over-year basis. As a group, equities analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s dividend payout ratio is presently 20.27%.

Microsoft Company Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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Delta Air Lines, Inc. (NYSE:DAL – Get Free Report) was the recipient of unusually large options trading on Friday. Stock investors purchased 39,720 call options on the stock. This represents an increase of 34% compared to the typical volume of 29,613 call options.

Delta Air Lines Stock Performance DAL stock opened at $82.32 on Friday. The company has a quick ratio of 0.35, a current ratio of 0.42 and a debt-to-equity ratio of 0.48. The company has a market capitalization of $54.13 billion, a price-to-earnings ratio of 16.43, a P/E/G ratio of 1.40 and a beta of 1.34. Delta Air Lines has a 12 month low of $55.03 and a 12 month high of $95.68. The firm has a 50 day moving average of $83.51 and a two-hundred day moving average of $79.84.

Delta Air Lines (NYSE:DAL – Get Free Report) last posted its earnings results on Friday, October 9th. The transportation company reported $1.72 earnings per share for the quarter, missing the consensus estimate of $1.77 by ($0.05). Delta Air Lines had a net margin of 5.79% and a return on equity of 17.52%. The company had revenue of $17.59 billion for the quarter, compared to the consensus estimate of $17.65 billion. During the same quarter last year, the business earned $1.71 earnings per share. Delta Air Lines’s quarterly revenue was up 21.1% on a year-over-year basis. Delta Air Lines has set its Q4 2026 guidance at 1.150-1.650 EPS and its FY 2026 guidance at 5.100-5.600 EPS. As a group, equities analysts anticipate that Delta Air Lines will post 5.23 EPS for the current fiscal year.

Delta Air Lines Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, November 5th. Investors of record on Thursday, October 15th will be issued a dividend of $0.2150 per share. This represents a $0.86 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, October 15th. Delta Air Lines’s dividend payout ratio (DPR) is currently 14.26%. Analysts Set New Price Targets DAL has been the topic of several research analyst reports. BMO Capital Markets reduced their price objective on Delta Air Lines from $105.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, September 28th. Sanford C. Bernstein cut their price target on Delta Air Lines from $106.00 to $100.00 and set an “outperform” rating on the stock in a research note on Wednesday. Morgan Stanley increased their price objective on shares of Delta Air Lines from $115.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. TD Cowen decreased their target price on Delta Air Lines from $105.00 to $101.00 and set a “buy” rating for the company in a research report on Friday, October 2nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Delta Air Lines in a report on Monday, August 3rd. Twenty-two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Delta Air Lines presently has an average rating of “Moderate Buy” and a consensus target price of $100.24.

Read Our Latest Analysis on Delta Air Lines

Delta Air Lines News Summary Here are the key news stories impacting Delta Air Lines this week:

Positive Sentiment: Delta reported record September-quarter revenue of approximately $17.6 billion, up 21.1% year over year, reflecting resilient passenger demand, healthy yields and strength in its premium business. Management said bookings remain strong and expects revenue to grow about 20% in the December quarter. Delta Air Lines Announces September Quarter 2026 Financial Results Positive Sentiment: Management expects higher fares to help offset elevated fuel expenses and projects approximately $2.5 billion of 2026 free cash flow, while targeting more than $2 billion of debt repayment. These plans support Delta’s balance-sheet and shareholder-return narrative. Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong Positive Sentiment: Analyst sentiment remains broadly favorable, including a Buy rating from Morgan Stanley. Call-option activity was also above normal, suggesting some traders continue to anticipate a recovery despite the guidance reduction. Neutral Sentiment: Delta CEO Ed Bastian said the company can absorb roughly $6 billion in additional fuel costs and sees no meaningful deterioration in travel demand. However, the timing and persistence of fuel-price relief remain uncertain. Delta Air Lines cuts profit forecast as fuel costs outpace fare gains Negative Sentiment: Adjusted third-quarter EPS was $1.72, below the $1.77 consensus, while revenue also narrowly missed estimates. The earnings miss was Delta’s first in roughly two years and indicates that rising costs are already pressuring margins. Negative Sentiment: Jet-fuel expense increased more than 60% year over year, overwhelming revenue gains. Delta cut 2026 adjusted EPS guidance to $5.10–$5.60 from $6.50–$7.50; fourth-quarter EPS guidance of $1.15–$1.65 and revenue guidance of $17.5 billion were also below consensus. DAL Q3 Earnings Miss Estimates as Higher Fuel Costs Hurt Margins Insider Transactions at Delta Air Lines In related news, Director Michael P. Huerta sold 3,100 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $94.11, for a total transaction of $291,741.00. Following the transaction, the director owned 32,525 shares of the company’s stock, valued at approximately $3,060,927.75. This represents a 8.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Steven M. Sear sold 40,460 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $93.55, for a total value of $3,785,033.00. Following the transaction, the executive vice president directly owned 104,404 shares in the company, valued at approximately $9,766,994.20. This represents a 27.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 356,726 shares of company stock worth $33,081,037 in the last quarter. Insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows Several institutional investors and hedge funds have recently added to or reduced their stakes in DAL. Cerity Partners LLC lifted its holdings in shares of Delta Air Lines by 13.6% during the 4th quarter. Cerity Partners LLC now owns 425,654 shares of the transportation company’s stock valued at $29,540,000 after purchasing an additional 51,041 shares in the last quarter. Bessemer Group Inc. increased its stake in Delta Air Lines by 105.3% during the 1st quarter. Bessemer Group Inc. now owns 39,018 shares of the transportation company’s stock worth $2,595,000 after purchasing an additional 20,012 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Delta Air Lines during the 2nd quarter worth approximately $28,829,000. Baird Financial Group Inc. raised its holdings in Delta Air Lines by 45.1% during the 2nd quarter. Baird Financial Group Inc. now owns 449,986 shares of the transportation company’s stock worth $42,146,000 after buying an additional 139,799 shares during the period. Finally, NewEdge Advisors LLC raised its holdings in Delta Air Lines by 102.3% during the 1st quarter. NewEdge Advisors LLC now owns 105,966 shares of the transportation company’s stock worth $7,045,000 after buying an additional 53,581 shares during the period. Institutional investors and hedge funds own 69.93% of the company’s stock.

(Get Free Report)

Delta Air Lines, Inc is a major U.S. airline that provides scheduled passenger and air freight transportation. The company serves destinations throughout the United States and connects customers to international markets across Europe, Asia, Latin America, Canada, Africa and the Caribbean through its own operations and regional airline partners.

Delta offers multiple classes of passenger service, including premium cabins and its main cabin, along with travel-related products such as vacation packages and loyalty benefits through the SkyMiles program.

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Costco Wholesale (COST -0.10%) has been a winning stock for investors mainly due to capital appreciation. In the past five years, the share price has soared 110% (as of Oct. 8). The market certainly appreciates the company's steady performance, regardless of macro or industry conditions.

Investors should also pay attention to the passive income stream. The dividend yield of 0.62% isn't exciting on its own. But history says that a $10,000 investment in this retail stock could generate this much income by 2031.

Image source: The Motley Fool.

The payouts have increased over time Costco currently pays a quarterly dividend of $1.47 per share, translating to an annualized total of $5.88. That $10,000 investment would bring in just $62 in yearly income now.

The dividend payout has historically grown. In the past five years, it has risen by 86%. This is extremely encouraging. Over the last half-decade, the macroeconomic layout has been anything but stable. The COVID-19 pandemic, supply chain bottlenecks, inflationary pressure, rising interest rates, geopolitical turmoil, and the current uncertain backdrop have been no match for Costco's ability to return capital to shareholders.

No one knows what the future will bring. But let's assume that Costco's historical dividend growth rate keeps pace in the coming five years. This means that in 2031, the business would be paying $10.94 per share in annualized dividends. That same $10,000 would then yield 1.15%.

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Adding potential upside to the equation There is no guarantee that the business will keep increasing its dividend payout at the historical rate, of course. Additionally, there's no guarantee that the payout will rise at all in the future. Investors must keep this in mind before making any decisions.

Costco's fundamentals, however, support an optimistic point of view. This is a high-quality company, no doubt. It seems that not a fiscal quarter goes by that same-store sales aren't rising, demonstrating how durable demand is from loyal customers who want to shop for quality merchandise at extremely low prices. This will never go out of favor.

Profits have consistently increased. From fiscal 2021 to fiscal 2026, diluted earnings per share climbed 84%. There was not a single down year during this stretch.

Upside can also come from Costco's sizable special dividends. The last one was a $15 payout in January 2024. Before that, there was a $10 distribution in December 2020. There is no strict policy on when these special dividends are approved or how much they will be, but they do happen roughly every two or three years.

For what it's worth, though, the company's cash and cash equivalents now total $20.2 billion. That's up from $14.2 billion a year ago. A special dividend would provide a meaningful boost to that initial $10,000 investment.