Market Signal Briefing

NEW YORK, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, announces the filing of a class action lawsuit against James Hardie Industries plc. (“James Hardie” or the “Company”) (NYSE: JHX) for violations of the federal securities laws on behalf of investors who purchased or acquired James Hardie securities between May 20, 2025 and August 18, 2025, inclusive (the “Class Period”).

Key Takeaways
Sealed Air agreed to a $6.2 billion buyout by private equity firm CD&R.The deal pays investors in the maker of bubble wrap $42.15 per share, below Friday's closing price of $43.28.

Sealed Air (SEE) shares slid about 3% Monday afternoon, after the maker of bubble wrap agreed to be taken private by private equity firm CD&R in a $6.2 billion deal.

The Charlotte, N.C.-based company said the all-cash purchase would pay investors $42.15 per share, 2.6% below its closing price Friday. However, that was still some 16% above last Wednesday’s closing price of $36.38, before reports emerged that CD&R was near a deal.

Why This News Is Significant
Private equity firms have been active buyers in the packaging and industrials sector as companies face higher costs and uneven demand. Transactions like this one to take the companies private illustrate the trend of investors looking to restructure longtime manufacturers outside of public markets where they would face higher disclosure requirements and scrutiny.

Sealed Air Chair Henry Keizer said that after looking at strategic alternatives for the company over the past year, “the Board is confident that this transaction delivers significant value and is in the best interests of our stockholders and the Company." 

Under terms of the agreement, Sealed Air has the option to seek out other suitors in a “go-shop” period of 30 days after signing, with an additional 15 days to ink a definitive agreement with another party.

The transaction, with an enterprise value of $10.3 billion, is expected to close in the middle of next year.

Despite today’s decline, shares of Sealed Air are up about 24% year-to-date. 

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The German Navy will purchase Lockheed Martin Canada's combat management system CMS 330 for more than C$1 billion, Canadian trade minister Maninder Sidhu announced Monday.

Bill Ackman, the legendary investor running things over at Pershing Square Holdings Capital, has made some remarkable moves this year.

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Key Takeaways Corning is seeing solid demand across AI data centers, specialty materials and automotive markets.Strong AI adoption is boosting Optical Communications, with data center interconnect sales rising in Q3.Corning benefits from smartphone glass wins and new partnerships in glass, microbattery and automotive tech.
Corning Incorporated (GLW - Free Report) has gained 76.7% compared to the communications components industry’s growth of 126.2%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period.

Image Source: Zacks Investment Research

It has underperformed compared to its competitors, such as CommScope Holding Company, Inc. (COMM - Free Report) and Amphenol Corporation (APH - Free Report) . CommScope has surged 307.3%, while Amphenol has gained 91.4% in the past year.

Corning Rides on Strength in Data Center Market, AI FocusCorning is benefiting from solid demand across multiple segments. Strong adoption of generative AI products in the Enterprise Network business is primarily driving growth in the Optical Communications segment. Growing AI proliferation and high-performance computing requirements are pushing hyperscalers to expand their data center infrastructure. This trend is driving demand for data center interconnects which drives demand for datacenter interconnects which ensures seamless connection between data centers, facilitating smooth transfer of data and resources.

Per a report of Mordor Intelligence, the data center interconnect market is projected to grow at a 14.98% compound annual growth rate between 2025 and 2031. Corning is set to benefit from this market trend. The company’s data center interconnect sales increased sequentially in Q3. Management expects the data center interconnect opportunity to be a $1 billion business by 2030. Moreover, Corning offers several other products focused on the data center, with a portfolio consisting of optical fiber, hardware and cables, enabling it to create optical solutions to meet evolving customer needs. This augurs well for its long-term growth. This robust portfolio of offerings, combined with a strong emphasis on innovation, allows it to gain a competitive edge against other major players such as Amphenol, CommScope and Prysmian Group.

Strength in Specialty Materials and Automotive Driving GrowthHealthy traction in the premium smartphone and broader consumer electronics market is driving growth in the Specialty Materials segment. Major smartphone manufacturers such as Samsung, Apple, Xiaomi and OnePlus have opted to deploy Corning’s advanced Gorilla Glass in their premium smartphones. Moreover, Apple has expanded its collaboration with Corning. The tech giant is set to use cover glasses made in Corning’s Kentucky manufacturing facilities for iPhones and Apple watches.

Recently, Alpen High Performance Products, a prominent provider of next-generation glass and window systems, has selected Corning’s Enlighten Glass as the ultra-thin center pane. Utilizing Corning’s expertise in glass and material science, Alpen will develop advanced insulated glass units that will transform building designs in the U.S. market.

Ensurge, an industry leader in solid-state microbattery technology, is collaborating with Corning. The company aims to utilize Corning's Ribbon Ceramic materials and process technology to drive advancement in microbattery tech for consumer, defense, industrial and medical applications.

The company is also benefiting from healthy traction in the Automotive segment. In the third quarter, net sales grew 6% year over year, while net income grew 33% year over year. Strength in the light-duty vehicle market in China is driving growth. Corning is also aiming to capitalize on the evolving needs of global automakers. It has collaborated with AUO Corporation to facilitate the development of large-format curved automotive display modules. These factors are set to propel growth in the upcoming quarters.

Estimate Revision TrendEarnings estimates for Corning for 2025 and 2026 have increased over the past 60 days.

Image Source: Zacks Investment Research

Key Valuation Metric of GLWFrom a valuation standpoint, GLW is currently trading at a discount compared to the industry. Going by the price/earnings ratio, the company’s shares currently trade at 27.99 forward 12-month earnings, lower than 30.99 for the industry.

Image Source: Zacks Investment Research

End NoteCorning is witnessing healthy traction across multiple end markets such as consumer electronics, AI data centers and more. Expanding client base in verticals such as battery tech is a positive. The company’s comprehensive portfolio offerings reduce its vulnerability to a downturn in one particular sector. Upward estimate revision highlights growing investors’ confidence in the stock’s growth potential. Hence, with an attractive valuation and a Zacks Rank #1 (Strong Buy), Corning appears to be a good investment option right now. You can see the complete list of today’s Zacks #1 Rank stocks here.

Firefly Aerospace stock (NASDAQ: FLY) price has been on a wild ride since its IPO just a few months ago. After a promising start, the company's stock suffered a bruising 15% plunge following a series of technical setbacks and growing uncertainty around its pace of execution.

Warner Bros is continuing its partnership with “shared reality” venue operator Cosm, slating a new version of Harry Potter and the Sorcerer’s Stone for 2026.

The date of the Cosm run has not been revealed. Tickets will go on sale in “early 2026,” the companies said Monday. The 2001 franchise kick-off will be re-entering the zeitgeist (not that it ever left) in the months to come, with HBO Max set to debut its Harry Potter series in 2027. Warner Bros last month announced a global re-release of Sorcerer’s Stone next year to mark its 25th anniversary.

Harry Potter follows Cosm releases of The Matrix and Willy Wonka & the Chocolate Factory in recent months. Produced in collaboration with Little Cinema and MakeMake Entertainment, the new versions of the films take advantage of the Cosm spaces, which feature a screen 87 feet in diameter with greater than 12K resolution. Similar to new exhibition models like ScreenX, the Cosm bookings wrap imagery from the film around the entire space, not just the main screen, with the goal of immersing audiences in the screenings.

Cosm’s flagship location is in Los Angeles, next to SoFi Stadium. The company also has a site in Dallas and will open one soon in Cleveland, OH.

A like-minded venture in Las Vegas (also involving Warner Bros) has put a retooled version of The Wizard of Oz in the Sphere. Last month, Sphere Entertainment said the film had sold more than 1 million tickets and generated $130 million in revenue since its August 28 debut. Studios, IP holders and other stakeholders in theatrical moviegoing are taking note of ventures like Sphere and Cosm as the movie business navigates a choppy market that remains well off its pre-Covid highs.

The privately held Cosm has not released revenue figures for The Matrix or Willie Wonka. The company’s dynamic pricing model means a lot of variability in terms of what ticket buyers pay for seats. With sports a key driver of interest (viewers of the World Series on Fox a couple of weeks ago may recall the live look-ins at viewing parties at Cosm), the movie component is still in an early phase of development. But backers are optimistic.

“Cosm is reinvigorating the movie-going experience, transporting fans into the worlds of their favorite films, and we are thrilled to continue building the experiential cinema category in partnership with Warner Bros. Pictures,” Cosm CEO Jeb Terry said.

Warner Bros. Pictures global distribution chief Jeff Goldstein said the team-up with Cosm “continues to redefine what the cinematic experience can be, offering audiences a truly unique way to celebrate these timeless films from the vast Warner Bros. library,” said Jeff Goldstein, President of Global Distribution at Warner Bros. Pictures.

MARLBOROUGH, Mass., Nov. 17, 2025 (GLOBE NEWSWIRE) -- ConnectM Technology Solutions, Inc. (OTC: CNTM) (“ConnectM” or the “Company”), a constellation of technology-driven businesses powering the modern energy economy, today reported financial results for the three and nine months ended September 30, 2025, following the Company’s filing of its Quarterly Report on Form 10-Q with the U.S. Securities and Exchange Commission on November 17, 2025.

ConnectM’s third quarter performance reflects strong top-line growth across its Owned Service Network and Logistics segments, alongside continued progress simplifying the balance sheet through debt-for-equity exchanges, settlement of legacy obligations, and the removal of derivative overhangs.

Third Quarter 2025 Highlights (vs. Third Quarter 2024)

Revenue for the quarter increased 45% to approximately $8.7 million, compared to approximately $6.0 million in the prior-year period.Year-to-date revenue increased 60% to approximately $26.2 million for the nine months ended September 30, 2025, compared to approximately $16.4 million for the nine months ended September 30, 2024.Cost of revenue for the quarter increased 39% to approximately $5.8 millionSelling, general and administrative expense for the quarter increased 31% to approximately $5.7 million.Net loss for the quarter was approximately $1.0 million, compared to a net loss of approximately $9.9 million for the same period in 2024, reflecting a mix of acquisition-related gains, non-cash fair value adjustments, and restructuring items.As of September 30, 2025, cash was approximately $2.2 million; the Company continues to pursue a combination of cash generation, cost discipline, and capital markets activities to support its operating and growth plans. Balance Sheet Deleveraging and Capital Structure Simplification

Throughout 2025, ConnectM has focused on simplifying and de-risking its capital structure while continuing to grow the business:

During the three months ended September 30, 2025, ConnectM exchanged approximately $3.0 million of outstanding convertible debt under Section 3(a)(9) of the Securities Act, eliminating related debt and derivative features.The fair value of convertible debt declined from approximately $8.5 million at December 31, 2024 to approximately $3.8 million at September 30, 2025.Derivative liabilities associated with legacy instruments stood at approximately $4.2 million at December 31, 2024 and were eliminated as of September 30, 2025, following the termination of the forward purchase agreement and other settlements.On September 24, 2025, ConnectM entered into a Settlement and Termination Agreement with Libertas Funding, LLC, under which Libertas terminated its senior secured lien and released all related security interests in the Company’s assets. ConnectM acknowledged a remaining principal balance of approximately $3.1 million, subject to a structured repayment plan with stepped increases tied to the Company’s planned uplisting and a right to redeem 1.56 million shares of ConnectM common stock held by Libertas upon full repayment. Collectively, these actions have reduced the Company’s gross debt obligations and derivative overhang by well over $10 million and simplified the capital structure to better support future growth and intended national securities exchange uplisting efforts.

Strengthening the Energy Intelligence Network

ConnectM continues to execute on its strategy of building an AI-driven Energy Intelligence Network (“EIN”) that connects residential, commercial, industrial, and mobility assets across four segments: Owned Service Network, Managed Solutions, Logistics, and Transportation. At the center of this strategy is Keen Labs, the Company’s newly formed wholly owned subsidiary that consolidates its AI, industrial IoT, battery systems, and distributed energy platforms into a unified engine for technology-driven growth and value creation.

The Logistics segment delivered a meaningful contribution to Q3 revenue and cost of revenue, establishing a scaled presence in last-mile business-to-business transportation.The Owned Service Network expanded through the acquisitions, deepening ConnectM’s footprint in HVAC and solar services in key U.S. markets.The CER acquisition in India added a rooftop solar and telecom-energy platform, positioning the Company to grow its international Owned Service Network and distributed energy businesses. Through Keen Labs, ConnectM also announced the acquisitions of Amperics Holdings LLC and Geo Impex LLC subsequent to quarter-end, strengthening its technology and infrastructure base for the modern energy and logistics economy.

Management Commentary

“Our third quarter demonstrates that ConnectM can grow rapidly while simplifying its capital structure,” said Bhaskar Panigrahi, Chief Executive Officer and Chairman of ConnectM. “We delivered 45% revenue growth in Q3 and 60% growth year-to-date, driven by our Logistics and Owned Service Network segments, while continuing to convert and retire legacy debt and derivative instruments that have weighed on our balance sheet.”

“We recognize that investors are focused on both growth and leverage,” Panigrahi continued. “In 2025, we’ve resolved or restructured more than $10 million of obligations through a combination of 3(a)(9) exchanges, a 3(a)(10) settlement, and the Libertas agreement, and we’ve cut the fair value of convertible debt by more than half from year-end 2024 levels. At the same time, we are investing in platforms like Keen Labs, Geo Impex, and Amperics that we believe can compound value over the long term at the intersection of tech and energy.”

Full financial details and additional discussion of the Company’s results are available in ConnectM’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2025.

About ConnectM Technology Solutions, Inc.

ConnectM is a constellation of technology-driven businesses powering the modern energy economy. Through its Owned Service Network, Managed Solutions, Logistics, and Transportation segments, the Company delivers AI-powered electrification, distributed energy, last-mile delivery, and industrial IoT solutions to customers worldwide.

For more information, visit www.connectm.com.

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). We have based these forward-looking statements on our current expectations and projections about future events. All statements, other than statements of present or historical fact included in this press release, regarding our future financial performance and our strategy, expansion plans, future operations, future operating results, estimated revenues, losses, projected costs, prospects, plans and objectives of management are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “should,” “could,” “would,” “expect,” “plan,” “anticipate,” “intend,” “believe,” “estimate,” “continue,” “project” or the negative of such terms or other similar expressions. These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions about us that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Except as otherwise required by applicable law, we disclaim any duty to update any forward-looking statements, all of which are expressly qualified by the statements in this section, to reflect events or circumstances after the date of this press release. We caution you that the forward-looking statements contained herein are subject to numerous risks and uncertainties, most of which are difficult to predict and many of which are beyond our control. In addition, we caution you that the forward-looking statements regarding the Company contained in this press release are subject to the risks and uncertainties described in the “Cautionary Note Regarding Forward-Looking Statements” section of our Annual Report on Form 10-K and our Quarterly Reports on Form 10-Q that we file with the Securities and Exchange Commission. Such filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and ConnectM is under no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise.

Investor Relations
ConnectM Technology Solutions, Inc.
+1 617-395-1333
[email protected]

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SEOUL, South Korea and SHENZHEN, China and Wilmington, N.C., Nov. 17, 2025 (GLOBE NEWSWIRE) -- MBAK Energy Solutions, Inc. (OTC:ALYI) (f/k/a Alternet Systems, Inc.) reported $2.1 million in new revenue for 3rd Quarter 2025. This is a $1.9 million increase over the Q3 2024 report and reflects the positive impact of the company’s new management and business focus.

MBAK Energy Solutions, Inc. is engaged in the development, manufacturing, and commercialization of non-fossil fuel energy products. The company has expertise in the design and production of lithium, sodium, and solid state batteries for industrial, medical, portable electronics, and EV applications.

Contact: [email protected]

Website: www.mbakcorp.com

Disclaimer/Safe Harbor: This news release contains forward-looking statements within the meaning of the Securities Litigation Reform Act. The statements reflect the Company's current views with respect to future events that involve risks and uncertainties. Among others, these risks include the expectation that any of the companies mentioned herein will achieve significant sales, the failure to meet schedule or performance requirements of the companies' contracts, the companies' liquidity position, the companies' ability to obtain new contracts, the emergence of competitors with greater financial resources and the impact of competitive pricing. In the light of these uncertainties, the forward-looking events referred to in this release might not occur.

Key Takeaways NSC is under pressure from increased expenses, weak liquidity and tariff-related challenges.
Earnings estimates for the December quarter and 2026 have been revised sharply downward.
NSC's shares have fallen 5.5% quarter-to-date amid continued operating cost and liquidity strains.
Norfolk Southern (NSC - Free Report) is facing mounting pressure from increased expenses and weak liquidity. Tariff-related woes are also hurting the company’s prospects, making it an unattractive choice for investors’ portfolios.

NSC: Key Risks to WatchSouthward Earnings Estimate Revision: The Zacks Consensus Estimate for the December quarter’s earnings has been revised 11.6% downward in the past 60 days. Meanwhile, for 2026, the consensus mark for earnings has been revised 2.22% downward in the same time frame.

The unfavorable estimate revision indicates brokers’ lack of confidence in the stock.

Dim Price Performance: The company’s price trend reveals that its shares have fallen 5.5% in the quarter-to-date period compared with the Transportation - Rail industry’s 3.8% decline.

Image Source: Zacks Investment Research

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

Bearish Industry Rank: The industry to which Norfolk Southern belongs currently has a Zacks Industry Rank of 223 (out of 243). Such an unfavorable rank places it in the bottom 8% of Zacks Industries. Studies show that 50% of a stock’s price movement is directly related to the performance of the industry group it belongs to.

A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Hence, reckoning the industry’s performance becomes imperative.

Headwinds: NSC is mired in significant challenges, dampening the company’s prospects. The increased expenses and weak liquidity are weighing on the company’s bottom line. In the third quarter of 2025, the total operating expenses surged by 37.8% year over year.

Labor costs, comprising salaries and benefits, accounting for 36.8% of the total operating costs, increased by 6.5% year over year. Fuel expenses surged 9.7% year over year to $237 million.

Norfolk Southern continues to struggle with liquidity, reflected in its consistently weak and volatile current ratio (a measure of liquidity). The metric fell from 0.86 in 2021 to 0.76 in 2022, briefly improved to 1.24 in 2023, then slipped to 0.90 in 2024 and further to 0.79 in the second half of 2025. As of the third quarter of 2025, the ratio was 0.86, indicating ongoing pressure on the company’s ability to meet short-term obligations.

Moreover, companies like NSC, along with many others across the United States, are navigating a volatile macro environment marked by economic uncertainty, shifting tariff regulations and geopolitical tensions. This complexity is forcing firms to delay investments, revise forecasts and adapt quickly to remain competitive while managing rising compliance and operational risks.

Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington (EXPD - Free Report) and SkyWest (SKYW - Free Report) .

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

EXPD has an expected earnings growth rate of 2.3% for the current year.  The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.94%.

SKYW also sports a Zacks Rank #1.

SkyWest has an expected earnings growth rate of 33% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 21.2%.

Market Catalysts anchor Julie Hyman breaks down the latest market news for November 17, 2025. Nvidia is set to report earnings on Wednesday, November 19.

, /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed against DexCom, Inc. ("DexCom") (NASDAQ: DXCM) on behalf of those who purchased or otherwise acquired DexCom securities between January 8, 2024, and September 17, 2025, inclusive (the "Class Period"). The lead plaintiff deadline is December 26, 2025.

CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP:

If you suffered DexCom losses, you may CLICK HERE or copy and paste the following link into your browser: https://www.ktmc.com/new-cases/dexcom-inc-1?utm_source=PR_Newswire&mktm=PR 

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected].

DEFENDANTS' ALLEGED MISCONDUCT:
The complaints allege that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) DexCom had made material design changes to its G6 and G7 continuous glucose monitoring systems that were unauthorized by the FDA; (2) the foregoing design changes rendered the G6 and G7 less reliable than their prior iterations, presenting a material health risk to users relying on those devices for accurate glucose readings; (3) DexCom's purported enhancements to the G7, as well as the device's reliability, accuracy, and functionality, were overstated; (4) DexCom downplayed the true scope and severity of the issues and health risks posed by adulterated G7 devices; (5) all the foregoing subjected DexCom to an increased risk of heightened regulatory scrutiny and enforcement action, as well as significant legal, reputational, and financial harm; and (6) as a result, Defendants' public statements were materially false and/or misleading at all relevant times.

THE LEAD PLAINTIFF PROCESS:
DexCom investors may, no later than December 26, 2025, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages DexCom investors who have suffered significant losses to contact the firm directly to acquire more information.

CLICK HERE  TO SIGN UP FOR THE CASE  OR GO TO: https://www.ktmc.com/new-cases/dexcom-inc-1?utm_source=PR_Newswire&mktm=PR 

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP:
Kessler Topaz Meltzer & Check, LLP prosecutes class actions in state and federal courts throughout the country and around the world. The firm has developed a global reputation for excellence and has recovered billions of dollars for victims of fraud and other corporate misconduct. All of our work is driven by a common goal: to protect investors, consumers, employees and others from fraud, abuse, misconduct and negligence by businesses and fiduciaries. The complaint in this action was not filed by Kessler Topaz Meltzer & Check, LLP. For more information about Kessler Topaz Meltzer & Check, LLP please visit www.ktmc.com.

CONTACT:
Kessler Topaz Meltzer & Check, LLP
Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087
[email protected] 

May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.

SOURCE Kessler Topaz Meltzer & Check, LLP

Three energy behemoths are lifting their dividends—a Dividend Aristocrat, a huge nuclear name, and one of the world's largest oil exploration and production companies. For income-focused investors, these moves offer compelling entry points across oil and nuclear energy, whether you're seeking yield stability, growth potential, or sector diversification.

The High-Stakes Question Behind the Numbers
The intense focus on Nvidia’s quarterly results stems from a fundamental tension now gripping financial markets. Recent weeks have witnessed moments of sharp selloffs in technology stocks and bonds—volatility that many analysts interpret as warning signals that AI-related enthusiasm may have outpaced reality. Yet rather than prompting widespread retreat, these warning signs have been largely overshadowed by a more primal investor fear: the fear of being left behind in what could be the most transformative technological shift in decades (or FOMO).

This dynamic creates a paradox at the heart of today’s markets. Growth-oriented traders view missing the AI revolution as unthinkable, driving continued investment despite mounting questions. Even the most optimistic voices, however, acknowledge an uncomfortable truth: AI revenues remain uncertain and may require years to fully materialize. The result is an increasingly fraught tug-of-war between conviction in AI’s transformative potential and caution about near-term financial realities.

The Profitability Question Driving Market Anxiety
Artificial intelligence sits squarely at the heart of this mounting tension—a technological revolution that has emerged as arguably the most potent catalyst for equity market gains in recent years. The AI narrative has unleashed a wave of capital deployment unprecedented in its scale and velocity, as major corporations sprint to establish dominant positions in what many view as a winner-take-all race for technological supremacy.

The numbers tell a striking story. Morgan Stanley analysts project that big tech companies will channel nearly $3 trillion into AI infrastructure and development through 2028. Yet here’s the troubling arithmetic: these same firms are forecast to generate only enough cash flow to fund roughly half of that colossal investment, leaving a $1.5 trillion gap between ambition and self-sustaining economics.

This stark imbalance has crystallized the central question now confronting investors: Are these massive capital outlays pouring into AI infrastructure setting the stage for genuine profitability in the foreseeable future, or is the market financing another speculative bubble destined to echo the cautionary tales of previous technology booms?

The unease has not escaped the attention of Wall Street’s most influential voices. Goldman Sachs CEO David Solomon has issued public warnings about AI-driven excess inflating both market valuations and corporate spending beyond sustainable levels. Yet Goldman’s actions reveal the impossible position facing financial institutions: even as Solomon articulated these concerns to analysts, the firm was actively assembling a dedicated team within its banking and markets division to pursue AI infrastructure financing deals.

This contradiction speaks volumes about the forces reshaping investment decision-making. The prospect of missing out on potentially transformative—and highly profitable—opportunities is overwhelming prudential concerns about inflated valuations, even among the very executives raising red flags about market froth. Fear of being sidelined is proving more powerful than fear of overpaying.

Recent market reactions have only amplified investor anxiety about AI economics. Meta Platforms provided a stark example on October 29 when the company reported record revenue—typically a catalyst for share price appreciation. Instead, the stock plummeted 11% (its worst daily performance day in 3 years) as CEO Mark Zuckerberg disclosed plans to “aggressively” increase capital spending on AI. Analysts immediately pressed the company on a fundamental question: How exactly does Meta plan to monetize this massive investment in new technology?

This episode crystallizes the core investor dilemma. Companies are being simultaneously rewarded for AI ambition and punished for the spending it requires, creating whipsaw volatility as markets struggle to price both the promise and the cost of the AI transformation.

The Systemic Risk Hiding in AI Infrastructure
The stakes extend far beyond individual stock volatility. Given the technology sector’s enormous weighting in major indices, any significant disappointment in AI adoption rates or corporate profitability could trigger outsized effects across broader markets. Analysts are closely monitoring whether recent volatility represents merely a natural cooling of excessive enthusiasm or the early stages of a deeper unwinding similar to the dot-com bubble or other historical technology manias.

The potential blast radius of an AI market correction would be extraordinarily wide. The impact would extend beyond Wall Street firms to pension funds, mutual funds, exchange-traded funds, and individual investors—essentially anyone with equity market exposure. This systemic risk is amplified by how debt related to AI infrastructure deals is structured, sliced, and resold across the financial landscape, creating interconnected exposures throughout the system.

Proponents of AI infrastructure investments argue the risk is actually minimal. Fund managers point to ironclad leases signed by deep-pocketed technology companies with impeccable credit profiles—Microsoft, for instance, carries a higher credit rating than the U.S. government itself. Microsoft’s October 29 plan to double its data center footprint in two years demonstrates the immense scale of commitment from major industry players. These binding obligations, supporters argue, will generate the cash flows to repay investors regardless of whether AI applications deliver near-term profits.

Yet this reasoning contains an implicit assumption: that even the strongest tech companies will continue honoring aggressive expansion plans if AI monetization disappoints. History suggests that capital spending commitments, however ironclad they may appear, can shift when strategic priorities change.

Why Nvidia’s Results Matter More Than Ever
The context sheds light on why Nvidia’s earnings are so crucially important. As the primary supplier of the specialized chips powering AI development, Nvidia serves as a real-time barometer for corporate AI investment trends. Strong results would validate continued enthusiasm and suggest that big tech’s massive spending commitments remain on track. Disappointing numbers, conversely, could trigger broader questions about whether the AI infrastructure buildout is slowing—potentially undermining the investment thesis supporting elevated tech valuations across the sector.

Analysts at Noble Capital Markets have repeated their ‘Outperform’ rating on Bit Digital Inc (NASDAQ:BTBT) following its latest quarterly results, which marked the company’s first full reporting period as an Ethereum (ETH)-focused treasury and staking operation.

Their price target of $5.50 implies upside of about 140% from current levels.

The broker noted that Bit Digital continued to rapidly expand its ETH position during the period, holding roughly 122,000 ETH at the end of September and more than 153,000 ETH by the end of October, a fivefold increase since June.

Revenue for the third quarter came in at $30.5 million, compared with $22.7 million in the same period last year and just below Noble’s $31.6 million estimate.

Staking revenue rose significantly to about $2.9 million, up from $400,000 in the prior quarter, supported by higher ETH holdings and improved yield conditions.

A $168 million digital asset valuation gain contributed to reported net income of $150.9 million, or $0.47 per share.

Noble said its forecast had assumed a breakeven quarter excluding mark-to-market effects.

The company ended the period with approximately $179 million in cash and cash equivalents and about $424 million in digital assets, almost entirely Ethereum, bringing total liquidity to around $620 million. About $166 million of that total was held at the WhiteFiber subsidiary level.

After quarter-end, Bit Digital completed a $150 million offering of 4% convertible notes due 2030, and the analysts noted management’s intention to maintain leverage below 20% of ETH holdings.

The analysts also noted that Bit Digital continued to wind down its Bitcoin mining operations, producing 65 Bitcoin in the quarter, down from 83 in the second quarter.

Mining gross margin improved to roughly 32%, the highest since the recent halving, reflecting better fleet efficiency. The company reported an active hash rate of approximately 1.9 EH/s at the end of September, with average efficiency of about 22 j/TH.

General and administrative expenses increased to $33.1 million, compared with $19.7 million in the previous quarter and $13.7 million a year ago.

“The increase primarily reflects higher share-based compensation and consulting costs related to the WhiteFiber IPO and transition,” Noble noted. “Standalone Bit Digital G&A is expected to be normalized as non-recurring costs fall off and once WhiteFiber-related costs are fully separated.”

Oil prices are expected to decline through 2026, Goldman Sachs said on Monday, citing a production surge that will keep the market in a large surplus of around 2 million barrels per day.

November 17, 2025 1:44 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - November 17, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Cytokinetics, Inc. (NASDAQ: CYTK) between December 27, 2023 and May 6, 2025, both dates inclusive (the "Class Period"), of the important November 17, 2025 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Cytokinetics class action, go to https://rosenlegal.com/submit-form/?case_id=45298 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 17, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements regarding the timeline for the New Drug Application ("NDA") submission and approval process for aficamten. Specifically, defendants represented that Cytokinetics expected approval from the U.S. Food and Drug Administration ("FDA") for its NDA for aficamten in the second half of 2025, based on a September 26, 2025 Prescription Drug User Fee Act ("PDUFA") date, and failed to disclose material risks related to Cytokinetics' failure to submit a Risk Evaluation and Mitigation Strategy ("REMS") that could delay the regulatory process. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Cytokinetics class action, go to https://rosenlegal.com/submit-form/?case_id=45298 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

Attorney Advertising. Prior results do not guarantee a similar outcome.

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/274829

It's fine to stay heavily invested in some of the mega-cap tech titans that are now quite well represented at the top of popular indices such as the Nasdaq 100 or even the S&P 500.

SummaryMSC Income Fund, Inc. offers an attractive blend of high income and undervaluation, trading at a 15–16% discount to NAV.MSIF's dividend yield approaches 11%, with dividends well covered by net investment income and low nonaccruals, supporting income reliability.The portfolio is focused on private, sponsor-backed loans, maintaining conservative leverage and benefiting from lower expenses and insider confidence.Given the solid discount, strong dividend coverage, and improving fundamentals, MSIF is rated a Buy, though short-term returns may remain muted. Charnchai/iStock via Getty Images

Thesis Today, I’m starting my coverage of MSC Income Fund, Inc. (MSIF), a simple, easy-to-understand BDC (business development company). It mainly makes loans to privately owned, sponsor-backed mid-sized companies, with the goal of paying steady income to its

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MSIF over 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.

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Transaction in Own Shares   

17 November, 2025

• • • • • • • • • • • • • • • •

Shell plc (the ‘Company’) announces that on 17 November, 2025 it purchased the following number of Shares for cancellation.

Aggregated information on Shares purchased according to trading venue:

Date of purchaseNumber of Shares purchasedHighest price paidLowest price paid Volume weighted average price paid per shareVenueCurrency17/11/2025729,30028.660028.485028.5775LSEGBP17/11/2025----Chi-X (CXE)
GBP17/11/2025----BATS (BXE)
GBP17/11/2025722,43032.670032.455032.5586XAMSEUR17/11/2025----CBOE DXEEUR17/11/2025----TQEXEUR These share purchases form part of the on- and off-market limbs of the Company's existing share buy-back programme previously announced on 30 October 2025.

In respect of this programme, Merrill Lynch International will make trading decisions in relation to the securities independently of the Company for a period from 30 October 2025 up to and including 30 January 2026.

The on-market limb will be effected within certain pre-set parameters and in accordance with the Company’s general authority to repurchase shares on-market. The off-market limb will be effected in accordance with the Company’s general authority to repurchase shares off-market pursuant to the off-market buyback contract approved by its shareholders and the pre-set parameters set out therein. The programme will be conducted in accordance with Chapter 9 of the UK Listing Rules and Article 5 of the Market Abuse Regulation 596/2014/EU dealing with buy-back programmes (“EU MAR”) and EU MAR as “onshored” into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time (“UK MAR”) and the Commission Delegated Regulation (EU) 2016/1052 (the “EU MAR Delegated Regulation”) and the EU MAR Delegated Regulation as “onshored” into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time.

In accordance with EU MAR and UK MAR, a breakdown of the individual trades made by Merrill Lynch International on behalf of the Company as a part of the buy-back programme is detailed below.

Enquiries

Media: International +44 (0) 207 934 5550; U.S. and Canada: https://www.shell.us/about-us/news-and-insights/media/submit-an-inquiry.html

2025.11.17 Shell RNS (with fills)

Key Takeaways
Shares of Google parent Alphabet surged Monday after Warren Buffett's Berkshire Hathaway revealed a new stake in the tech giant.The investment firm bought nearly 18 million shares of the Google parent in the third quarter, a a regulatory filing Friday showed.

Shares of Google parent Alphabet (GOOG, GOOGL) surged Monday after Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) revealed a new stake in the tech giant.

Shares of Alphabet were up over 5% in recent trading, at a time when the broader tech sector lost ground. (Read our daily markets coverage here.) 

Berkshire bought about 17.8 million shares of Alphabet in the third quarter, a 13F filing Friday showed. That stake would have been worth about $4.33 billion at the end of the quarter.

Why This Matters For You
While 13F filings provide a slightly outdated view of an investment firm's holdings, many investors look to Berkshire's quarterly reports for insights into Warren Buffett's thoughts on the market and where to invest.

Buffett has long been cautious about tech stocks, though with the "Oracle of Omaha" set to step down from his role as CEO at the end of the year, it's possible someone else at Berkshire made the call to invest in Alphabet.

Berkshire also moved to trim its stakes in Apple (AAPL) and Bank of America (BAC) in the third quarter, though they remained two of Berkshire's largest holdings.

In another development that could boost sentiment surrounding Alphabet's stock, the company's YouTube TV on Friday ended a prolonged carriage dispute with Disney (DIS) that had taken the entertainment giant's networks like ESPN and ABC off the streaming service for weeks. Included in the deal is a commitment to provide ESPN's new streaming service for free to YouTube TV subscribers, and the ability to bundle Disney's other streaming services, Disney+ and Hulu, with a YouTube TV subscription.

With Monday's gains, shares of Alphabet are up more than 50% for 2025.

Do you have a news tip for Investopedia reporters? Please email us at

[email protected]

Key Takeaways GAP expects Q3 top-line growth but a year-over-year earnings decline due to margin pressures.Strong back-to-school demand at Old Navy and Gap is boosting category performance and traffic.Tariff-related costs are set to weigh on Q3 gross margin despite improved assortments and pricing.
The Gap, Inc. (GAP - Free Report) is expected to register top-line growth and a bottom-line decline when it reports third-quarter fiscal 2025 numbers on Nov. 30, after the closing bell.

The Zacks Consensus Estimate for the fiscal third-quarter revenues is pegged at $3.91 billion, implying 2.2% growth from the year-ago quarter's reported figure. For quarterly earnings, the consensus mark is pegged at 58 cents per share, suggesting a 19.4% decline from 72 cents reported in the prior-year quarter. The consensus mark for earnings has moved up by a penny in the past 30 days.

In the last reported quarter, the company registered an earnings surprise of 3.6%. It has delivered an earnings surprise of 24.5%, on average, in the trailing four quarters.

Earnings Whispers for GapOur proven model conclusively predicts an earnings beat for GAP this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Gap currently has an Earnings ESP of +2.31% and a Zacks Rank #3.

What to Look for in GAP’s Q3 Earnings ReleaseGap’s third-quarter fiscal 2025 results are expected to benefit from its ability to gain market share and revive its brand position. Management has been committed to creating a trend-right merchandise assortment, deepening relations with customers via marketing, enhancing the digital commerce agenda and efficiently controlling expenses. Gains from these actions are expected to have bolstered the company’s performance in third-quarter fiscal 2025.

GAP’s third-quarter earnings are expected to be significantly influenced by strong early back-to-school trends, particularly at Old Navy and Gap. Both brands entered the quarter with strong category performance in denim, activewear and seasonal essentials, supported by culturally resonant campaigns like “Better in Denim” and Old Navy’s active launch featuring Lindsay Lohan.

GAP’s third-quarter fiscal 2025 results are expected to benefit from its strong execution, brand momentum and financial discipline, positioning it for sustained growth. As a longstanding force in the apparel industry, the company maintains a significant market presence through its diverse brand portfolio, which includes Old Navy, Banana Republic and Athleta.

On the last reported quarter’s earnings call, management guided sales for the fiscal third quarter to increase 1.5% to 2.5% year over year, supported by strong performance so far, especially at Old Navy and Gap, where back-to-school demand is performing well.

A key positive factor for the fiscal third-quarter earnings is the continued payoff from the company’s multi-year brand reinvigoration strategy. Old Navy, Gap and Banana Republic are benefiting from clearer merchandising, trend-right assortments and a more efficient media mix. Old Navy’s category leadership in denim and active, Gap’s viral cultural positioning through creator-driven content and Banana Republic’s improved product aesthetic and customer acquisition are expected to support higher traffic, stronger AUR and improved full-price sell-through in the to-be-reported quarter.

However, a major factor shaping the fiscal third-quarter earnings is the significant tariff impact, which will begin to flow through the weighted-average cost of inventory. Gap expects gross margin to deleverage by 150-170 bps in the quarter under discussion, with tariffs alone contributing roughly 200 bps of pressure, more than offsetting the company’s underlying margin expansion driven by pricing discipline, improved assortments and reduced discounting in its big brands. Gap has been working aggressively on mitigation efforts, but due to the timing of the August tariff announcement, complete mitigation will not materialize until 2026, leaving the fiscal third quarter particularly exposed.

We expect the adjusted gross margin to decline 160 bps and adjusted operating expenses, as a percentage of sales, to increase 20 bps year over year for the fiscal third quarter. Our model indicates a decrease of 180 bps in the adjusted operating margin to 7.5% in the to-be-reported quarter.

Gap’s Price Performance & Valuation Look PromisingThe recent market movements show that GAP shares have gained 15.5% in the past three months against the industry's 2.2% decline.

Image Source: Zacks Investment Research

From a valuation perspective, Gap shares present an attractive opportunity, trading at a discount to industry benchmarks. With a forward 12-month price-to-earnings ratio of 11.25X, significantly below the industry’s average of 16.72X, the stock offers compelling value for investors seeking exposure to the sector.

Image Source: Zacks Investment Research

Other Stocks With the Favorable CombinationHere are some companies worth considering, as our model shows that these too have the right combination of elements to beat on earnings this reporting cycle.

Ulta Beauty, Inc. (ULTA - Free Report) has an Earnings ESP of +00.24% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for Ulta Beauty’s third-quarter fiscal 2025 earnings is pegged at $4.47 per share, implying a decline of 13% from the year-ago quarter. For Ulta Beauty’s quarterly revenues, the consensus mark is pegged at $2.7 billion, which indicates an increase of 7.1% from the year-ago quarter. ULTA delivered a trailing four-quarter earnings surprise of 16.3%, on average.

Five Below, Inc. (FIVE - Free Report) currently has an Earnings ESP of +74.71% and a Zacks Rank of 2. FIVE is likely to register a top-line increase when it reports third-quarter fiscal 2025 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $969.9 million, indicating a 15% rise from the figure reported in the prior-year quarter.

The consensus estimate for Five Below’s earnings is pegged at 22 cents per share, implying a 47.6% decline from the year-ago quarter. FIVE delivered a trailing four-quarter earnings surprise of 50.5%, on average.

Dollar General Corporation (DG - Free Report) currently has an Earnings ESP of +12.31% and a Zacks Rank #2. The Zacks Consensus Estimate for DG’s third-quarter fiscal 2025 earnings per share is pegged at 95 cents, implying 6.7% year-over-year growth.

The Zacks Consensus Estimate for quarterly revenues is pegged at $10.62 billion, which indicates an increase of 4.3% from the figure reported in the prior-year quarter. Dollar General delivered a trailing four-quarter earnings surprise of 11.3%, on average.

Key Takeaways TDOC is expanding globally through a broad virtual care platform and operations.TDOC's international revenues rose through 2025, supported by acquisitions and expansion in markets in Canada.TDOC gains diversification as U.S. competition intensifies, with its global network supporting profitability.
Teladoc Health (TDOC - Free Report) is accelerating growth through its global footprint, banking on high-quality care and expertise with a portfolio of services and solutions, covering several medical subspecialties from non-urgent to chronic, complicated medical conditions. This leading global provider of virtual healthcare provides 24x7 international services in Europe, South America and Asia and combines the latest in data and analytics with an award-winning user experience through a highly flexible technology platform.

Per World Economic Forum, Teladoc operates in more than 175 countries, expanding through organic growth, localized clinical networks and strategic partnerships with major health systems, insurers and employers. Its strength lies in delivering customized care solutions tailored to regional needs, giving it a clear competitive advantage.

Revenues from international operations grew 18% in 2022. It expanded its international B2B presence in Canada in 2023. In the same time frame, the metric improved 19.3% year over year. It advanced 12.3% year over year in 2024 and 9% year over year in the first nine months of 2025.  The acquisitions of Best Doctors Advance Medical and MédecinDirect in recent years expanded the company’s international operations.

Teladoc’s international operations provide valuable diversification as competition in the United States intensifies. Its broad platform and extensive global network strengthen its competitive positioning and support continued overseas growth. As its global expansion accelerates, the company is increasingly well-positioned to realize operating leverage and enhance long-term profitability.

What About TDOC’s Peers?HCA Healthcare (HCA - Free Report) is steadily progressing on its international expansion strategy, leveraging clinical expertise, streamlined hospital operations and strategic alliances to tap into fast-growing global healthcare markets. HCA Healthcare seeks to replicate its proven care delivery model in regions experiencing rising demand for acute and specialized services.

CVS Health Corporation (CVS - Free Report) is extending its global presence through its Aetna International division, supported by digital health capabilities, international pharmacy initiatives and partnerships that improve care access. CVS Health Corporation is also enhancing integrated health solutions to better serve global populations.

Both HCA Healthcare and CVS Health Corporation are strengthening their international footprint to drive growth.

TDOC’s Price PerformanceShares of Teladoc have lost 23.9% year to date against the industry’s growth of 4.2%.

Image Source: Zacks Investment Research

TDOC’s Expensive ValuationTDOC is trading at a forward 12-month price-to-sales multiple of 0.48, higher than the industry average of 0.46.

Image Source: Zacks Investment Research

Estimates Movement for TDOCThe Zacks Consensus Estimate for TDOC’s fourth-quarter 2025 and first-quarter 2026 loss has narrowed by 1 cent each, respectively, in the last seven days. While the consensus estimate for full-year 2025 narrowed by three cents, the one for the 2026 loss has widened by 2 cents in the same time frame.
 

Image Source: Zacks Investment Research

The consensus estimate for TDOC’s 2025 revenues indicates a year-over-year decline, but the same for 2026 suggests a year-over-year increase. The consensus estimate for 2025 and 2026 EPS indicates year-over-year increases.

TDOC stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.