Track market-moving stories before they get noisy

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP highlights the contrast between Badger Meter, Inc.'s (NYSE: BMI) promises to shareholders and the results that ultimately materialized. Find out if you can recover your Badger Meter investment losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

BMI shares collapsed more than 24%, losing $36.75 per share on April 17, 2026, after the company disclosed total sales fell 9% year-over-year and utility water revenue dropped 10%. The lead plaintiff deadline is August 3, 2026.

The Promise

Throughout 2024 and into early 2025, Badger Meter's leadership painted a picture of durable, accelerating growth for investors. The company projected "high single-digit average top line growth" supported by what it described as "ongoing favorable industry fundamentals" and "secular growth drivers." Management characterized demand as "robust" and told the market its order book and opportunity pipeline "continue to support" the growth outlook. On the 1Q 2025 earnings call, the company went further, directly rejecting the possibility that customers were pulling orders forward, asserting that 75% of revenue went to end users who "really, in many ways, cannot pull forward."

The Reality

The company's actual trajectory told a different story:

Promised: "High single-digit average top line growth" sustained by secular demandDelivered: Total sales declined 9% year-over-year in 1Q 2026Promised: Utility water revenue driven by "robust adoption rates" and "solid demand"Delivered: Utility water sales fell 10% year-over-year in 1Q 2026Promised: Operating margins expanding on "strong operating execution"Delivered: Operating margin contracted from 22.2% to 17.4% in one yearPromised: EPS growth trajectory; 1Q 2025 delivered $1.30 diluted EPSDelivered: Diluted EPS fell to $0.93 in 1Q 2026, a 28% declinePromised: No evidence of customer order pull-forward; "pretty normal order environment"Delivered: Management acknowledged 20 million of revenue shortfall from "softer short-cycle municipal customer ordering" What the Lawsuit Contends About the Gap

The securities action alleges that Badger Meter's "record" results during the Class Period were not the product of genuine demand growth but were instead inflated by pulling forward customer orders, which depleted revenue from future periods. When backlog cushions thinned and short-cycle ordering weakened, the complaint asserts, the company could no longer mask the underlying deterioration. Management itself eventually conceded that the demand "variability" seen in 1Q 2026 "has always existed" during 2023-2025 but was "less visible" due to backlog levels and projects in flight.

"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The contrast between what Badger Meter communicated about its growth trajectory and what ultimately occurred raises serious questions for shareholders." — Joseph E. Levi, Esq.

Speak with an attorney about recovering your BMI losses or call (212) 363-7500.

LEAD PLAINTIFF DEADLINE: August 3, 2026

About Levi & Korsinsky, LLP

Levi & Korsinsky, LLP is a nationally recognized shareholder rights firm. Over the past 20 years, the firm has secured hundreds of millions of dollars for aggrieved shareholders. Ranked in ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the BMI Lawsuit

Q: What specific misstatements does the BMI lawsuit allege? A: The complaint alleges Badger Meter made materially false or misleading statements regarding the sustainability of its revenue growth, the strength of customer demand, and the absence of order pull-forward practices during the class period from April 18, 2024 through April 16, 2026. When the true state of demand was revealed, the stock price declined sharply.

Q: How much did BMI stock drop? A: Shares fell more than 24%, a decline of 95 per share.

Q: What do BMI investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my BMI shares — can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting Levi & Korsinsky before August 3, 2026 ensures your losses are considered.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Huron Consulting (HURN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Company Honored by Newsweek and Energage Across Multiple Categories

, /PRNewswire/ -- F.N.B. Corporation (NYSE: FNB) announced today that its largest subsidiary, First National Bank, was named one of America's Greatest Workplaces for 2026 by Newsweek. FNB also earned Newsweek workplace awards for Financial Services and as a top employer in Pennsylvania. Additionally, the Company was recognized by Energage as a Top Workplace in Northeast Ohio and Washington, D.C.

"These continued workplace awards reflect the strong culture of belonging and innovation we have built at FNB," said Vincent Delie, Chairman, President and Chief Executive Officer of F.N.B. Corporation and First National Bank. "Our commitment to supporting our employees at every stage of their careers remains central to our ability to serve our customers, communities and shareholders."

America's Greatest Workplaces
FNB has been repeatedly honored by Newsweek, including being named by the outlet as one of America's Most Admired Workplaces for 2026 and receiving multiple Greatest Workplaces awards for several consecutive years. Compiled through a rigorous, data-driven evaluation by Newsweek and research firm Plant-A Insights, the America's Greatest Workplaces lists reflect company reviews and the experiences of U.S. employees. The robust methodology included a large-scale independent survey, media monitoring and detailed analysis of more than 120 key performance indicators, including leadership, work-life balance, integrity and compensation.

Top Workplaces
FNB extended its Top Workplace streak with its 12th consecutive award for Northeast Ohio and its first recognition for Washington, D.C. The Top Workplaces awards are given by Energage, an independent research firm specializing in workplace engagement and organizational health, based entirely on employee feedback from annual surveys. The Company has garnered repeated Top Workplace recognitions nationally and in markets including Baltimore, Charlotte, Pittsburgh and South Carolina.

In total, FNB has earned more than 100 national and regional workplace awards based directly on employee feedback. An expanded list of accolades bestowed on the Company is available at fnb-online.com/awards. For opportunities to join one of the country's leading workplaces, visit fnb-online.com/careers.

About F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB), headquartered in Pittsburgh, Pennsylvania, is a diversified financial services company operating in seven states and the District of Columbia. FNB's market coverage spans several major metropolitan areas, including: Pittsburgh, Pennsylvania; Baltimore, Maryland; Cleveland, Ohio; Washington, D.C.; Charlotte, Raleigh, Durham and the Piedmont Triad (Winston-Salem, Greensboro and High Point) in North Carolina; and Charleston, South Carolina. The Company has total assets of nearly $51 billion and more than 350 banking offices throughout Pennsylvania, Ohio, Maryland, West Virginia, North Carolina, South Carolina, Washington, D.C. and Virginia.

FNB provides a full range of commercial banking, consumer banking and wealth management solutions through its subsidiary network, which is led by its largest affiliate, First National Bank of Pennsylvania, founded in 1864. Commercial banking solutions include corporate banking, small business banking, investment real estate financing, government banking, business credit, capital markets and equipment financing. The consumer banking segment provides a full line of consumer banking products and services, including deposit products, mortgage lending, consumer lending and a complete suite of mobile and online banking services. FNB's wealth management and advisory services include asset management, private banking and insurance.

The common stock of F.N.B. Corporation trades on the New York Stock Exchange under the symbol "FNB" and is included in Standard & Poor's MidCap 400 Index with the Global Industry Classification Standard (GICS) Regional Banks Sub-Industry Index. Customers, shareholders and investors can learn more about this regional financial institution by visiting the F.N.B. Corporation website at www.fnbcorporation.com.

SOURCE F.N.B. Corporation

Compare portfolio diversity, sector tilts, and risk profiles as you weigh two leading small-cap growth ETFs for your investment strategy.

Q4: 2026-06-23 Earnings SummaryEPS of $1.40 beats by $0.02

 |

Revenue of

$759.77M

(6.70% Y/Y)

beats by $14.62M

Korn Ferry (KFY) M&A Call June 29, 2026 8:30 AM EDT

Company Participants

Gary Burnison - President, CEO & Executive Director
Robert Rozek - Executive VP, CFO & Chief Corporate Officer
Brian Suh - Senior Vice President of Corporate Development

Conference Call Participants

Trevor Romeo
Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division
Brianna Kamdoum - UBS Investment Bank, Research Division
Tobey Sommer - Truist Securities, Inc., Research Division

Presentation

Operator

Welcome to the conference call to discuss the proposed acquisition of AMS. [Operator Instructions] As a reminder, this conference call is being recorded for replay purposes.

Before I turn the call over to your host, Mr. Gary Burnison, let me first read a cautionary statement to investors. Certain statements made in the call today, such as those related to the USD converted purchase price, the number of shares Korn Ferry stock to be issued in the transaction, the timing of consummation of the transaction, the expected benefits of the transaction including the global leadership position of the combined company, the combined company's expanded capabilities, transaction, synergies, future financial and operating results and the combined company's plans, objectives and expectations constitute forward-looking statements within the meeting of the Private Securities Litigation Reform Act of 1995.

Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, investors are cautioned not to place under due reliance on such statements. Such statements are subject to significant risks and uncertainties including the inability to timely complete or complete at all the transaction, the inability to realize the anticipated benefits of the transaction, which may be affected by, among other things, economic conditions and the ability of Korn Ferry and AMS prior to the closing and the combined company following the closing to maintain relationships with the clients and suppliers and retain key employees.

On Monday, Archer Aviation (ACHR 2.57%) stock fell to a new 52-week low. It has declined by nearly 40% since the start of the year, and it's now down close to 70% from its high of $14.62. It was a hot buy a few years ago, but the excitement around the electric vertical take-off and landing (eVTOL) stock has cooled off significantly.

However, for long-term investors, could this prove to be a blessing in disguise? Could now be an opportune time to buy low on Archer and just hang on for the long haul?

Image source: Getty Images.

The eVTOL market holds a lot of promise Air taxis have the potential to revolutionize the way people commute and travel on a day-to-day basis. That's the hope, anyway. And analysts at Grand View Research believe that by the end of the decade, the global eVTOL aircraft market could be worth around $28.6 billion. That would be an astounding rate of increase from the merely $2.1 billion they expect it to be worth this year.

The industry remains in its early growth stages, and Archer is one of the companies that hopes to be among the first to have an approved eVTOL aircraft in the skies. It's also the official air taxi provider for the upcoming Olympics in Los Angeles in 2028, in what could be Archer's big coming-out party.

Today's Change

(

-2.57

%) $

-0.13

Current Price

$

4.75

Is Archer's stock worth buying right now? At the end of the day, Archer is a risky stock to invest in. The company hasn't commenced its core operations, and it could take a long time before it turns a profit. Furthermore, its cash burn may accelerate as it scales its operations, assuming, of course, its air taxis obtain approval from regulators. In just the trailing 12 months, the company has incurred a net loss of around $743 million.

Archer could make for a compelling buy if you're willing to take on the risk that comes with doing so, because if the eVTOL market takes off and Archer is a big player in it, then its valuation could grow considerably. But without even an approval to hang its hat on right now, there's still a ton of risk with the stock.

This is a highly speculative investment, and investors should treat it as such. It may have a lot of upside, but it can also go far lower in value if things don't go as planned. If you're buying Archer's stock, you may want to keep a close eye on it.

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.

Headquartered in Gulfport, Hancock Whitney (HWC - Free Report) is a Finance stock that has seen a price change of 16.88% so far this year. The holding company of Whitney Bank and Hancock Bank is currently shelling out a dividend of $0.50 per share, with a dividend yield of 2.69%. This compares to the Banks - Southeast industry's yield of 2.03% and the S&P 500's yield of 1.41%.

Looking at dividend growth, the company's current annualized dividend of $2.00 is up 11.1% from last year. Over the last 5 years, Hancock Whitney has increased its dividend 3 times on a year-over-year basis for an average annual increase of 11.55%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Hancock Whitney's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for HWC for this fiscal year. The Zacks Consensus Estimate for 2026 is $6.47 per share, with earnings expected to increase 13.11% from the year ago period.

Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. However, not all companies offer a quarterly payout.

For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that HWC is not only an attractive dividend play, but also represents a compelling investment opportunity with a Zacks Rank of #2 (Buy).

Key Takeaways RGA benefits from favorable mortality trends and growing demand for pension risk transfer solutions.Canada operations and longevity insurance provide diversified earnings and support long-term growth.Reinsurance Group maintains capital flexibility through buybacks, dividends and investments to fund growth. Shares of Reinsurance Group of America, Incorporated (RGA - Free Report) have gained 8.4% in the past month compared with the industry’s growth of 7.9%

RGA's recent rally has been driven by first-quarter 2026 strong earnings, favorable mortality experience, growing pension risk transfer business, higher investment income and its still-attractive valuation, which have strengthened investor sentiment.

Image Source: Zacks Investment Research

Shares of Manulife Financial Corp. (MFC - Free Report) , Voya Financial, Inc. (VOYA - Free Report) and Sun Life Financial Inc. (SLF - Free Report) have gained 5.5%, 12.2% and 8.5%, respectively, in the past month.

RGA’s Average Target Price Suggests UpsideBased on short-term price targets offered by eight analysts, the Zacks average price target is $254.38 per share. The average suggests a potential 18.2% upside from the last closing price.

Image Source: Zacks Investment Research

RGA’s Attractive ValuationShares of RGA are trading at a discount to the industry. Its forward price-to-book value of 1.05X is lower than the industry average of 2.18X, the Finance sector’s 4.53X, and the Zacks S&P 500 Composite’s 7.92X. The life insurer has a Value Score of A.
 

Image Source: Zacks Investment Research

Shares of Manulife Financial and Voya Financial are also trading at a discount, whereas Sun Life Financial is trading at a premium to the industry average.

RGA’s Growth Projection EncouragesThe Zacks Consensus Estimate for Reinsurance Group’s 2026 earnings per share (EPS) indicates a year-over-year increase of 18.3%. The consensus estimate for revenues is pegged at $26.89 billion, implying a year-over-year improvement of 12.3%.

The consensus estimate for 2027 EPS and revenues indicates an increase of 6.6% and 6.5%, respectively, from the corresponding 2026 estimates.

Earnings have grown 26.7% over the past five years, outpacing the industry average of 5.9%.  

The Zacks Consensus Estimate for 2026 and 2027 has moved 2.3% and 0.8% north, respectively, over the last 60 days.

Key Points to Note for RGAReinsurance Group is a leader in the traditional United States and Latin American markets. It has successfully expanded its product line with market-leading services, capabilities, expertise and innovation. Individual mortality has matured, providing a base for stable earnings and capital generation. RGA continues to benefit from favorable mortality trends, particularly in its U.S. individual life business, which has improved underwriting profitability. The significant value embedded in the in-force business is anticipated to generate predictable long-term earnings.

In Canada, Reinsurance Group is a market leader with solid growth and profitability. It has a sizable block of in-force business, which is a significant source of future earnings. Reinsurance Group expects longevity insurance, which is projected to witness steady demand, to experience long-term growth in the Canadian market. While longevity insurance provides a diversified income source, it also acts as a hedge against the company’s large mortality position.

RGA continues to capitalize on robust demand for financial solutions. The company continues to benefit from increasing demand for pension risk transfer transactions, which has become an important long-term growth driver. Its combination of biometric underwriting expertise and asset management capabilities differentiates it from its peers and allows it to capture complex, higher-return transactions.

The company’s net investment income has been improving over the years. It witnessed a CAGR of 17.7% over the five years (2020-2025). Investment income remains supportive as new money yields continue to exceed the existing portfolio yield, improving book yields over time. Management expects variable investment income to be 7% during 2026 despite a subdued real estate environment.

RGA has also been managing capital effectively via share buybacks, dividend payments and prudent investments. As of March 31, 2026, excess capital stood at $2.4 billion, while deployable capital over the next 12 months reached $2.9 billion, providing ample flexibility to fund growth opportunities. RGA expects to return 20-30% of after-tax operating earnings to shareholders over the long term while reducing financial leverage during 2026.

Risks for RGAHigher total benefits and expenses remain concerns for RGA. In the first quarter of 2026, it increased 23.8% year over year to $6.1 billion due to higher claims and other policy benefits, interest credited, policy acquisition costs and other insurance expenses, which is weighing on margin expansion.

Reinsurance Group, being a multinational company, is exposed to foreign currency risk since exchange rates may be subject to adverse changes over time.

New regulations, including evolving capital and reinsurance requirements in the United States and the U.K., could increase compliance costs or reduce transaction economics.

ConclusionFavorable mortality experience, strong momentum in financial solutions, a diversified business, disciplined capital deployment and improving investment income should continue to favor RGA over the long term. However, higher expenses, currency exposure and regulatory changes remain risks.

Coupled with solid growth projections, attractive valuations and solid capital position, it is, therefore, wise to retain this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.

Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.

Based in San Antonio, Cullen/Frost Bankers (CFR - Free Report) is in the Finance sector, and so far this year, shares have seen a price change of 22.65%. The financial holding company is paying out a dividend of $1.03 per share at the moment, with a dividend yield of 2.65% compared to the Banks - Southwest industry's yield of 1.65% and the S&P 500's yield of 1.41%.

Looking at dividend growth, the company's current annualized dividend of $4.12 is up 4.3% from last year. Over the last 5 years, Cullen/Frost Bankers has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.98%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Cullen/Frost's current payout ratio is 39%, meaning it paid out 39% of its trailing 12-month EPS as dividend.

CFR is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $10.54 per share, with earnings expected to increase 6.14% from the year ago period.

From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. It's important to keep in mind that not all companies provide a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, CFR is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

New York, New York--(Newsfile Corp. - June 29, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) 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 Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HELE.

Helen of Troy Case Details

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

Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the "fuel" it was generating while downplaying issues such as "implementation hiccups" at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies; in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Helen of Troy 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/HELE, 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 Helen of Troy you have until August 3, 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 Helen of Troy 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 Helen of Troy 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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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300031

Source: Bronstein, Gewirtz & Grossman, LLC

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Key Takeaways NVO and VKTX offer contrasting investment profiles, balancing market leadership with clinical-stage potential.Novo Nordisk pairs blockbuster GLP-1 drugs with new indications, formulations and pipeline expansion.VKTX is advancing VK2735 through phase III studies while expanding its obesity pipeline with VK3019. Novo Nordisk (NVO - Free Report) and Viking Therapeutics (VKTX - Free Report) are both riding on the powerful growth trend in obesity care, a market expected to expand significantly as demand for effective weight-loss treatments continues to rise. While NVO has already established itself as a leader with blockbuster GLP-1 therapies, VKTX is developing promising next-generation obesity drugs that could emerge as strong competitors if they succeed in late-stage development and commercialization.

Novo Nordisk is widely recognized as the market leader in the GLP-1 space, marketing its semaglutide drugs under brand names Ozempic (pre-filled pen and oral tablet) and Rybelsus (oral tablet) for type II diabetes (T2D) and Wegovy (injection and pill) for chronic weight management and cardiovascular (CV) risk reduction.

On the other hand, Viking Therapeutics is a clinical-stage biotech firm. Its investigational dual GIP and GLP-1 receptor agonist, VK2735, has shown blockbuster potential in early to mid-stage studies for treating obesity.

The comparison also highlights the contrast between an established pharmaceutical giant and a high-risk, high-reward biotech. NVO offers investors a proven commercial franchise, consistent cash flows and global scale, while VKTX provides exposure to the potential upside of a clinical-stage innovator with a pipeline that has attracted significant investor attention. Together, they represent two distinct ways to invest in the rapidly evolving obesity treatment market.

Let's examine the fundamentals of the two stocks to make a prudent choice.

The Case for NVO StockNovo Nordisk has achieved tremendous success in the cardiometabolic treatment space, driven primarily by Ozempic, Rybelsus and Wegovy. As of 2025-end, Novo Nordisk remained the market leader with a total GLP-1 volume market share of 54.6% globally across diabetes and obesity care.

Novo Nordisk is pursuing new indications for its semaglutide drugs, including CV and other indications. In 2025, Rybelsus became the first oral therapy approved in the United States to lower the risk of major adverse CV events in high-risk T2D patients, regardless of prior CV history. Wegovy’s label includes CV, HFpEF and osteoarthritis indications, while Ozempic remains the only GLP-1 approved to slow kidney disease and reduce CV death in patients with diabetes. Higher-dose Wegovy injections have been approved in the United States and the EU, expanding its portfolio and enabling the company to better tailor treatment options to the diverse needs and preferences of patients with obesity. NVO is also seeking to expand Ozempic’s label to include peripheral artery disease.

In late December, the FDA approved NVO’s 25 mg oral semaglutide (Wegovy pill) for obesity and CV disease, which was subsequently launched in early January. Since launch, the pill has already surpassed three million prescriptions, suggesting solid traction. A regulatory filing for the Wegovy pill is also currently under review in the EU. The FDA recently approved oral Ozempic (1.5 mg, 4 mg, and 9 mg) for adult patients with T2D, which was subsequently launched in the United States. A supplemental application for a higher 25 mg tablet is also under review, with a regulatory decision expected by the end of 2026. Novo Nordisk also intends to seek regulatory approval for both Rybelsus and oral Ozempic in children and adolescents aged 10 to 17 years with T2D in the United States and the EU in the second half of 2026.

Novo Nordisk is advancing its next-generation obesity pipeline. It has submitted a regulatory filing seeking the approval of CagriSema injection, a follow-up drug to Wegovy, for obesity. Meanwhile, its mid-stage asset, amycretin, has shown strong weight-loss efficacy in a phase II study and is slated to enter phase III soon. The company has bolstered its pipeline through several major collaborations and acquisition deals.

Beyond GLP-1s, NVO is building its Rare Disease franchise, advancing Mim8 in hemophilia A, and securing both EU and U.S. approvals for Alhemo to treat hemophilia A and B, with or without inhibitors. Meanwhile, the FDA has granted accelerated approval for Wegovy in treating MASH with fibrosis. Novo Nordisk and rival Eli Lilly (LLY - Free Report) have also introduced multiple price cuts in response to pressure from the U.S. government during 2025 and 2026 to improve patient access to GLP-1 medicines.

Despite the recent wins, Novo Nordisk is far from being out of the woods yet. It has been facing increasing competition from Eli Lilly, which markets its tirzepatide (GLP-1) medicines as Mounjaro for T2D and Zepbound for obesity. Despite being on the market for just over three years, these drugs have become LLY’s key top-line drivers. Lilly recently secured FDA approval of its oral GLP-1 drug, orforglipron, for adults with obesity or overweight with weight-related medical problems, marketed under the brand name Foundayo. The drug competes directly with NVO’s Wegovy pill.

Although Novo Nordisk’s post-first-quarter guidance raise offered some reassurance, the bigger picture remains cautious — management still expects both sales and operating profit to decline in 2026, underscoring weak core momentum and mounting structural challenges. The modestly improved outlook reflects stronger GLP-1 demand, broader adoption of obesity treatments and ongoing Wegovy launches. However, these positives are being offset by U.S. pricing pressure, softer injectable GLP-1 prescription trends, reduced Medicaid obesity coverage, intensifying competition from Eli Lilly, “Most Favored Nation” pricing agreement, gradual semaglutide exclusivity losses in select markets and elevated spending on R&D, manufacturing and commercial expansion.

The Case for VKTX StockViking Therapeutics is one of the few biotech stocks that have shown immense potential in the obesity space. Its lead experimental obesity drug and primary value driver, VK2735, a dual GLP-1/GIP receptor agonist, has delivered encouraging efficacy across both subcutaneous (SC) and oral formulations, positioning it as one of the more promising late-stage obesity therapies currently under development.

Last year, Viking Therapeutics started a late-stage program evaluating VK2735 SC for adults with obesity across two phase III studies — VANQUISH-1 and VANQUISH-2. While VANQUISH-1 is evaluating the candidate in obese adults with at least one weight-related co-morbid condition and without T2D, VANQUISH-2 is assessing its efficacy in obese or overweight adults with T2D. While VANQUISH-1 finished enrolment last year with about 4,500 patients, VANQUISH-2 recently completed enrolment with about 1,000 patients. However, data from both phase III studies are not expected until 2027. Additionally, VKTX is on track to initiate late-stage studies of the oral formulation of VK2735 later in 2026.

Viking Therapeutics is also gearing up to report data from the ongoing maintenance dosing study. This study is evaluating multiple regimens — including monthly SC, weekly oral and daily oral dosing — to determine whether the weight loss achieved with weekly SC administration can be maintained over the long term. Viking Therapeutics expects to report SC maintenance data in the third quarter of 2026, followed by oral maintenance data in the first half of 2027.

Viking Therapeutics recently advanced a second obesity drug candidate, VK3019, into a phase I clinical study. The study will evaluate the investigational dual amylin and calcitonin receptor agonist in healthy volunteers, assessing its safety, tolerability and pharmacological profile. The move broadens VKTX’s obesity pipeline beyond VK2735.

Unlike VK2735, VK3019 is designed to activate amylin and calcitonin receptors, potentially enabling use as both a standalone therapy and in combination with existing weight-loss drugs. A more diversified pipeline could enhance Viking Therapeutics’ long-term growth prospects in obesity.

Yet, VKTX’s biggest challenge lies in its lack of an approved product in its portfolio and the intense competition from pharma giants that already dominate the obesity landscape.

How Do Estimates Compare for NVO & VKTX?The Zacks Consensus Estimate for Novo Nordisk’s 2026 sales and earnings per share (EPS) implies a year-over-year decline of around 2.45% and 13.64%, respectively. EPS estimates for 2026 have been trending upward over the past 60 days, while those for 2027 also show improvement over the same period.

NVO Estimate MovementImage Source: Zacks Investment Research

Devoid of a marketed product, we expect Viking Therapeutics’ 2026 loss per share to widen by 47.34%. Loss estimates for 2026 and 2027 have widened over the past 60 days.

VKTX Estimate MovementImage Source: Zacks Investment Research

Price Performance and Valuation of NVO & VKTXYear to date, shares of NVO have lost 5.5%, while those of VKTX have gained 8.2%. In comparison, the industry has returned 11.7%, as seen in the chart below.

Image Source: Zacks Investment Research

From a valuation standpoint, Viking Therapeutics is more expensive than Novo Nordisk, going by the price/book (P/B) ratio. VKTX’s shares currently trade at 8.8 times trailing book value, higher than 6.75 for NVO.

Image Source: Zacks Investment Research

NVO vs. VKTX: Which Stock Holds the Edge?Novo Nordisk and Viking Therapeutics currently carry a Zacks Rank #3 (Hold) each at present, which makes a clear winner difficult to determine. However, from the point of view of a better pick, Novo Nordisk is undoubtedly the way to go.

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

Viking Therapeutics offers compelling long-term upside, driven by the promising clinical profile of VK2735 and the expansion of its obesity pipeline with VK3019. However, the company remains a clinical-stage biotech with no approved products, making its investment case heavily dependent on the success of late-stage studies and regulatory approvals in an increasingly competitive obesity market.

Novo Nordisk, despite near-term headwinds from pricing pressure and intensifying competition, remains the stronger investment choice. Its established portfolio of blockbuster GLP-1 medicines, continued label expansions that broaden the eligible patient population, ongoing regulatory filings for new indications and formulations and a diversified late-stage pipeline provide multiple growth drivers. Combined with its proven commercial execution and global scale, these strengths make NVO the better pick for investors seeking a more balanced risk-reward profile.

Robert Kiyosaki Admits He Was Wrong About Gold but Makes a New 5-Year Prediction

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Toronto-Dominion Bank (TD - Free Report) is headquartered in Toronto, and is in the Finance sector. The stock has seen a price change of 26.99% since the start of the year. The retail and wholesale bank is currently shelling out a dividend of $0.78 per share, with a dividend yield of 2.6%. This compares to the Banks - Foreign industry's yield of 2.73% and the S&P 500's yield of 1.41%.

Looking at dividend growth, the company's current annualized dividend of $3.11 is up 4.2% from last year. Over the last 5 years, Toronto-Dominion Bank has increased its dividend 3 times on a year-over-year basis for an average annual increase of 5.24%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Toronto-Dominion's current payout ratio is 45%, meaning it paid out 45% of its trailing 12-month EPS as dividend.

TD is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $6.86 per share, with earnings expected to increase 14.72% from the year ago period.

Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. It's important to keep in mind that not all companies provide a quarterly payout.

High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, TD is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

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CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop over the past week, our 24/7 Wall St. price target for CoreWeave is $168.65, implying roughly 74.62% upside over the next 12 months. The model rates the stock a buy with moderate conviction.

24/7 Wall St. Price Target Summary Metric Value Current Price $96.58 24/7 Wall St. Price Target $168.65 Upside 74.62% Recommendation BUY Confidence Level 50% A Rough Summer Has Created the Setup CoreWeave is down 38.9% over the past year, yet still 34.87% higher year to date.

The Q1 2026 report on May 7, 2026 showed revenue of $2.08 billion, up 111.69% YoY and beating estimates, though EPS of -$1.40 missed the -$1.2042 consensus on a $740 million net loss.

Since then the stock has absorbed Nasdaq-100 inclusion on June 22, 2026, a $3.25 billion senior notes offering, and persistent insider selling by CEO Michael Intrator, including 307,692 shares for $32.87 million on June 23.

Why Bulls See a Breakout Ahead The bull thesis is built on backlog. CoreWeave ended Q1 2026 with $99.4 billion in revenue backlog, including a $21 billion Meta (NASDAQ:META | META Price Prediction) commitment and total OpenAI commitments of $22.4 billion. Jim Cramer floated on June 19, 2026 that the real backlog could be materially larger than disclosed.

Active power surpassed 1 GW, with management targeting more than 8 GW by 2030. NVIDIA (NASDAQ:NVDA) has a $2 billion equity stake and $8.5 billion delayed draw term loan signal an unusually deep strategic partnership. Cantor Fitzgerald reiterated a Buy with a $167 target on June 12, 2026. A bull-case path takes shares to $182.50 within 12 months.

The Risks Worth Watching The bear case starts with the balance sheet. Total liabilities sit at $50.81 billion, quarterly interest expense doubled YoY to $536 million, and free cash flow ran to -$4.71 billion on $7.7 billion in capex. A securities fraud class action over alleged data center construction delays remains outstanding, and insider sales across the C-suite have been heavy.

Bulls would counter that the capex is the business: each new gigawatt is contracted revenue, and operating cash flow already swung to $2.98 billion in Q1. Still, a bear-case path of $135.28 assumes margin recovery slips and rates stay elevated.

The Setup Here, With Eyes Open The 24/7 Wall St. price target of $168.65 is a buy call at 50% confidence, and the tipping factor is the backlog-to-power conversion story that no peer can match.

The bull thesis strengthens if Q2 shows adjusted EBITDA margins holding above 60% and interest coverage stabilizing. The thesis weakens if insider selling accelerates further or the class action produces damaging discovery. On balance, the risk/reward near $96 has improved relative to the IPO-era valuation.

Year 24/7 Wall St. Price Target 2026 $168.65 2027 $215.00 2028 $285.00 2029 $360.00 2030 $440.00 These projections assume CoreWeave continues converting backlog into revenue and reaches its 8 GW power target. The 2030 figure aligns with our 5-year base-case model output of $440.66. Significant downside could result from an AI capex slowdown or refinancing stress.

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One company to watch right now is ONESPAN (OSPN - Free Report) . OSPN is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock is trading with P/E ratio of 10.62 right now. For comparison, its industry sports an average P/E of 24.93. Over the last 12 months, OSPN's Forward P/E has been as high as 14.05 and as low as 8.73, with a median of 11.50.

Investors should also recognize that OSPN has a P/B ratio of 2.48. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. OSPN's current P/B looks attractive when compared to its industry's average P/B of 4.29. Over the past year, OSPN's P/B has been as high as 3.78 and as low as 2.01, with a median of 2.84.

Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. OSPN has a P/S ratio of 2.14. This compares to its industry's average P/S of 2.8.

Finally, investors will want to recognize that OSPN has a P/CF ratio of 8.92. This metric takes into account a company's operating cash flow and can be used to find stocks that are undervalued based on their solid cash outlook. OSPN's P/CF compares to its industry's average P/CF of 13.88. Over the past year, OSPN's P/CF has been as high as 26.28 and as low as 7.22, with a median of 9.86.

These figures are just a handful of the metrics value investors tend to look at, but they help show that ONESPAN is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, OSPN feels like a great value stock at the moment.

Sandisk (SNDK 3.14%) stock tumbled 4% through 12:15 p.m. ET Monday, despite closing out last week on a strong note of support. After the close of trading on Friday, investment bank Jefferies more than doubled its price target for the maker of flash computer memory to $3,000 per share and urged investors to buy.

By Monday morning, investors had already forgotten all about that.

Image source: Getty Images.

What's worrying Sandisk investors today Why is that? Perhaps it's because of the headlines that came out between Jefferies' price target hike Friday, and the start of trading Monday: Namely, reports that Apple (AAPL 1.21%) is petitioning the U.S. government for permission to skip purchases of overpriced Micron (MU 0.65%) and Sandisk memory chips, and buy from Chinese supplier CXMT instead.

This may not seem like an immediate threat to Sandisk. CXMT is primarily a supplier of DRAM -- not NAND flash. Still, if Apple's move becomes a trend -- and it certainly could, as users of memory chips scramble not just to obtain lower prices, but to obtain access to supply from any source available -- then the threat CXMT poses to Micron could see mirror images in threats to Sandisk from Chinese NAND suppliers.

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Should you worry? So the threat is real.

That said, crunching the numbers this morning, Mizuho analyst Jordan Klein argues the threat may also be overblown, because prices are still going up and buyers are still locking in supply of DRAM and NAND from Micron and Sandisk -- even with the potential for access to cheap Chinese chips on the horizon.

With Micron forecasting continued memory supply deficits through 2027 and into 2028, and buyers lining up to sign long-term supply deals, cheap Chinese chips might not arrive fast enough to do Sandisk any harm.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Micron Technology. The Motley Fool has a disclosure policy.

New York, New York--(Newsfile Corp. - June 29, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against POET Technologies Inc. (NASDAQ: POET) 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 POET Technologies Inc. securities between April 1, 2026 and April 27, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/POET.

POET Technologies Inc. Case Details

The Complaint alleges that the Defendants made false and/or misleading statements and/or failed to disclose that:

POET misrepresented its tax status due to it likely being deemed a passive foreign investment company (or "PFIC") under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; the foregoing tax issue would, if discovered, make POET a less attractive investment than it would otherwise be, thus threatening POET's valuation; Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET's business agreements in a public interview, thus endangering POET's business prospects, and as a result, Defendants' statements about POET's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for POET Technologies Inc. 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/POET, 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 POET Technologies Inc. you have until June 29, 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 POET Technologies Inc. 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 POET Technologies Inc. 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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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/294979

Source: Bronstein, Gewirtz & Grossman, LLC

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ATLANTA, June 29, 2026 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Futu Holdings Limited (“Futu”) (NASDAQ: FUTU). The lawsuit alleges that Defendants made false and misleading statements and/or failed to disclose material adverse facts regarding Futu’s business, operations, and prospects, including allegations that: (1) Futu was not in compliance with the requirements of the China Securities Regulatory Commission, including because Futu continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; and (3) as a result of the foregoing, Futu’s financial results were overstated.

If you purchased Futu shares between May 24, 2023 and May 27, 2026, and experienced a loss on that investment, you are encouraged to discuss your legal rights by contacting Corey D. Holzer, Esq. at [email protected], by toll-free telephone at (888) 508-6832, or by visiting the firm’s website at www.holzerlaw.com/case/futu-holdings/ for more information. 

The deadline to ask the court to be appointed lead plaintiff in the case is August 25, 2026. 

Holzer & Holzer, LLC, an ISS top rated securities litigation law firm for 2021, 2022, 2023, and 2025, dedicates its practice to vigorous representation of shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation. Since its founding in 2000, Holzer & Holzer attorneys have played critical roles in recovering hundreds of millions of dollars for shareholders victimized by fraud and other corporate misconduct. More information about the firm is available through its website, www.holzerlaw.com, and upon request from the firm. Holzer & Holzer, LLC has paid for the dissemination of this promotional communication, and Corey Holzer is the attorney responsible for its content.  

CONTACT:
Corey Holzer, Esq. 
(888) 508-6832 (toll-free)
[email protected]

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Futu Holdings Limited (NASDAQ: FUTU) between May 24, 2023 and May 27, 2026, inclusive (the “Class Period”). Futu engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong King and internationally.For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-.

Artificial intelligence (AI) infrastructure provider Cerebras Systems (CBRS +14.67%) went public last month and popped impressively on its first day of trading on May 14.

Cerebras stock popped an impressive 68% on its first day, rising significantly from its initial public offering (IPO) price of $185. However, the stock has lost 41% of its value since that pop. What's more, the company's first-quarter 2026 results, which were released on June 23, failed to arrest the slide due to disappointing revenue guidance and margin concerns.

Analysts, however, remain confident of a turnaround in Cerebras' fortunes. They anticipate a 65% surge in Cerebras stock in the coming year, as evidenced by its 12-month median price target of $300. Notably, 10 of the 11 analysts covering Cerebras rate it as a buy. So, should you capitalize on the recent slide in this AI stock and consider buying it in anticipation of solid long-term gains?

Let's find out.

Image source: The Motley Fool.

Cerebras Systems is reporting solid sales growth, but there is a problem Cerebras differentiates itself from other AI chip companies by packing 4 billion transistors into a single wafer-sized chip. For comparison, companies like Nvidia and Broadcom break down silicon wafers into graphics cards and custom AI processors. Cerebras claims that its wafer-sized chip can eliminate memory-related bottlenecks by packing in a whopping 44 gigabytes (GB) of random-access memory (RAM) and offer significantly faster transmission speeds.

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The company claims that it can offer 28x more computing power compared to Nvidia's B200 graphics processing unit (GPU), while offering 15x faster inference performance as compared to GPU-powered clouds. The good news for Cerebras is that its chips are finding favor among companies such as OpenAI and Amazon.

It has an agreement with OpenAI to deploy 750 megawatts (MW) of its chips to run inference workloads "over the next several years," valued at more than $20 billion. Amazon, meanwhile, has also entered into a multi-year partnership with Cerebras to accelerate inference workloads on Amazon Web Services, though the financial details of the deal haven't been disclosed.

These deals should help Cerebras maintain its impressive growth rate. The company's Q1 revenue increased by 92% year over year to $191.3 million. Cerebras expects an 88% year-over-year increase in revenue in the current quarter to $194 million. The company has guided for a 69% jump in full-year revenue to $860 million, which seems to have disappointed investors.

Analysts would have been satisfied with a 2026 revenue guidance of $824.8 million, but the gradual slowdown in growth the company is indicating over the course of the year hasn't gone down well with investors. Additionally, the company's non-GAAP gross margin forecast for 2026 is another reason why Cerebras stock fell 20% following its earnings report.

Cerebras reported a non-GAAP gross margin of 47% in Q1. However, it expects to report a non-GAAP gross margin of 38% to 41% for the full year. Cerebras attributes this gross margin pressure to its strategy of renting its own chip systems back from an existing customer to fulfill its contractual backlog. Cerebras points out that this margin pressure will be temporary and should ease as it brings its own data center capacity online.

Cerebras CEO Andrew Feldman pointed out on the earnings call that the company is engaged with data center builders in North America, Europe, and the Middle East. As a result, Cerebras is confident of adding new capacity quickly going forward. Once that happens, the company's margins should start getting better. Throw in the massive backlog of more than $20 billion that Cerebras reported last quarter, and it won't be surprising to see the company quickly moving toward profitability. This is what analysts are anticipating.

Data by YCharts

The valuation is a concern, but the stock could jump impressively over the next three years The biggest problem with Cerebras right now is its valuation. The stock trades at 65 times sales, and the gradual slowdown it is forecasting in top-line growth for the rest of the year doesn't justify that multiple. The U.S. tech sector, for comparison, has an average price-to-sales ratio of 9.1.

However, as Cerebras adds more data center capacity using its proprietary chips, it should be able to step on the gas once again. Not surprisingly, analysts are expecting a significant acceleration in its top-line growth in 2027 and 2028.

Data by YCharts

Cerebras can indeed achieve such stunning growth, given its backlog, thereby justifying its premium valuation. Let's say it trades at even 15 times sales after three years and achieves $7.4 billion in revenue in 2028, its market cap could increase to $111 billion. That suggests potential upside of 175% from current levels.

So, investors looking for a growth stock can consider accumulating Cerebras following its sharp pullback in recent weeks, as it can bounce back and deliver healthy gains over the next three years.

Space Exploration Technologies (SPCX +2.13%), better known as SpaceX, has three distinct parts of its business -- rocket launches, satellite internet, and the xAI artificial intelligence business. While the first two are certainly impressive, market-leading businesses, the AI division has produced the biggest headlines in recent months.

In fact, although xAI was the biggest drag on SpaceX's bottom line in 2025, it's starting to look like 2027 and beyond could be a very different story. Here's how SpaceX's new AI compute business has already more than doubled its revenue, where it could go from here, and why investors should pay attention.

Image source: Getty Images.

Three AI compute deals -- so far Here's a quick rundown of where SpaceX's AI compute business stands today. And keep in mind that all of this is revenue that didn't exist prior to its IPO:

First, Anthropic signed a deal to access more than 300 MW of compute capacity and more than 220,000 Nvidia GPUs at SpaceX's Colossus 1 data center. This agreement brings in $1.25 billion per month for SpaceX through May 2029. That's $18 billion per year from this deal alone. Next, Google signed a compute deal that begins in October and runs through June 2029, giving the hyperscaler access to about 110,000 Nvidia GPUs and is expected to generate $920 million in monthly revenue. Finally, the smallest of the three deals, but still a highly significant development, is a deal from fast-growing start-up Reflection AI to access Nvidia chips at SpaceX's Colossus 2 data center for $150 per month. Combined, the three deals will provide about $2.32 billion in monthly revenue, or $27.8 billion annualized. Keep in mind that SpaceX's business -- including Starlink, the rocket launches, and xAI -- combined for $18.7 billion in revenue in 2025. Even though Starlink and the rocket business continue to scale rapidly in 2026, this has more than doubled SpaceX's revenue.

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Not only has this generated revenue, but it's also an example of a savvy way to turn a problem (xAI was using only about 11% of its compute capacity for its own purposes) into a win.

Who could be next? SpaceX clearly stated in its S-1 that it "expects to enter into additional similar services contracts for compute capacity with third parties," and while this statement was made before the most recent deals, it indicates that this business could be a big part of the company's AI future.

There's no way to know who might be next, but there's no shortage of potential compute customers. Other AI providers, such as OpenAI, are an obvious example, as are hyperscalers like Microsoft (MSFT 1.22%).

Of course, companies like Microsoft, Google, and others can (and do) build their own data centers -- that's a big portion of the hundreds of billions of dollars in capital expenditures they've announced for 2026. But a capital-light approach (renting instead of owning) is likely starting to look more appealing, especially now that the AI build-out is scaling to the point where these companies are being forced to take on more debt and spend all of their free cash flow to keep up.

In addition to any of the other potential customers who will undoubtedly need more computing power in the future than they do today, it's also important to mention that there's certainly the possibility that the three existing customers could expand their deals over time. For example, Anthropic's business has grown tenfold in the past year, and if it continues to grow exponentially, the company's compute needs could get much larger.

Why is this so important? Not only have SpaceX's three AI compute deals more than doubled its revenue, but they could also be a big step forward in showing investors a path to profitability. In fact, the AI compute business has the potential to become the highest margin part of SpaceX. Consider that other GPU cloud providers like CoreWeave (CRWV 1.54%) operate at gross margins near 70%, and in SpaceX's case, margins could be even higher as SpaceX's Colossus data centers were already built and were simply underutilized. Now, Starlink has excellent margins, but the AI compute business has massive potential for both top-line growth and producing billions in free cash flow.

To be clear, even with all of this in mind, SpaceX is still not a cheap stock. Even if the company's revenue run rate reaches $50 billion by the end of 2026, it will still be valued at about 40 times sales (based on the current stock price) and will lack any established track record of profitability. So, I'm not saying that SpaceX is a buy based on its AI compute business itself. There's a lot that will need to go well throughout its business to ultimately justify the current valuation.

Having said that, the progress in the AI compute business has been impressive to say the least. If SpaceX can continue to build it out, it could be a big win for the company and its investors.

Elon Musk's Space Exploration Technologies (SPCX +2.13%) debuted on June 12, securing its position as the largest initial public offering (IPO) in market history. The stock's first three days were fiery. It closed out its third day with a share price of about $202, about 50% higher than its IPO price of $135.

Since then, gravity has brought SpaceX back down to Earth. Although it still trades above its IPO price, shares have dipped below $155. They're now only slightly higher than the first opening price at $150 per share.

Analysts, on average, assign that stock a price target of about $188, with some predicting an even higher share price of $310 (some, however, forecast a price as low as $62). At the average price target, SpaceX has an implied upside of about 24%, which suggests that today's sell-off might be creating a buying opportunity.

Be that as it may, SpaceX could get bumpier before it smooths out. If history tells us anything, those bumpy parts might create a better buying opportunity for long-term investors than today.

Image source: The Motley Fool.

SpaceX is without precedent, but its IPO is following predecessors' SpaceX has a very unusual business. It's an eccentric mash-up of recent advances in technology, from artificial intelligence (AI) to satellite deployment to space-based connectivity. That's not to say it lacks a core purpose -- it wants to make humanity "multiplanetary" -- but its businesses differentiate it from most young companies, which focus on one or two things before expanding into something new.

SpaceX is generating billions in revenue, with its Starlink internet services raking in most of that revenue. On its own, that part of the business pulled off a $4.4 billion operating profit in 2025, despite the full business posting a net loss of about $5 billion. Although the company is not profitable yet, it thinks its total addressable market is $28.5 trillion -- a massive opportunity, if the figure is accurate.

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That $28.5 trillion revenue estimate was published in its IPO filing in late May, and by mid-June, excitement had reached a feverish pitch. As with many IPOs with massive capital raises, however, that enthusiasm has all but fizzled out now.

That leads us to this: Most IPO stocks have aggressive first days, but their first year on the market can be underwhelming. Take Meta Platforms, formerly Facebook. The stock's debut was a cultural phenomenon; its first year on the market was a deflating 32% loss.

Rivian Automotive is another example of an IPO flop. After opening with an initial price of $78 a share, Rivian became the second most valuable carmaker in the U.S. The stock now trades at about $14.50, down about 89% from its opening price.

Obviously, I'm cherry-picking examples to prove a point. We could, for the sake of fairness, name other high-profile IPOs, like Visa, that were extremely successful in their first year. SpaceX still has over 250 trading days to join them.

Valuation-wise, SpaceX does not look like a good deal right now, with a price-to-sales (P/S) ratio of about 105 and a price-to-book (P/B) ratio of roughly 59. Long-term investors who can patiently wait to buy may want to do so, as the expectations built into this stock could easily turn against it.

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SpaceX (NASDAQ:SPCX) went public on Nasdaq on June 12, 2026 in a roughly $75 billion offering, ran to a peak of $225.64 on June 16, then gave back about 18% on the week to land near $147 to $148 by June 23 to 26. As of this morning SpaceX is trading at $155.

If you watched the parabola from the sidelines and now feel like you missed the move, the data says you missed a specific move, the IPO pop, and that one is not coming back. What you can still get is a cheaper entry into the same conglomerate, and there is one non-sentiment reason that matters.

The mechanical buyer waiting in the wings Anticipated Nasdaq-100 inclusion is the cleanest reason to own SPCX at this price. When a name enters the index, every fund tracking it has to buy proportional shares on a defined rebalancing schedule. This is regardless of whether portfolio managers like the valuation.

That is forced demand, and SpaceX’s market capitalization at $2 trillion, clears the size bar with room to spare. Treat inclusion as a probability-weighted catalyst rather than a scheduled date. But the mechanics are real, and they create a known buyer in a stock currently dominated by emotional retail flow.

Why the pullback can be a good entry The IPO priced at $135, surged above $200, and has since been repriced inside a tight band near $150.

SpaceX is the dominant launch provider. It has launched more than 80% of the world’s mass to orbit each year since 2023 with a Falcon mission success rate over 99%, plus Starlink’s approximately 9,600 satellites serving customers across 164 countries, territories, and other markets, plus the xAI acquisition in early 2026 that bolted an AI franchise onto the platform.

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You are buying that mix today below where many of the post-IPO crowd was bidding. That said, you should only expect gains in the long term since SPCX can still sell off more from here.

The risks that deserve real weight The bear case carries real weight. Q1 2026 showed revenue near $4.7 billion but an operating loss, meaning the cash engine still consumes capital even at this scale. There is no dividend, so total return depends entirely on multiple expansion and execution.

Analyst price targets span $115 on the sell side to $165 on the bull case, a 50-point spread that captures genuine valuation disagreement between a conservative $780 billion framing and the roughly $2 trillion market cap implied today.

Reddit’s weekly sentiment score sits at 34.52, bearish, and the top-engagement post reads “SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut”. The stock is also a newly public name still in volatile price discovery, with lock-up expirations ahead that could deliver real supply shocks.

What you are buying after the IPO pop You missed the IPO pop, which was a one-time event and is over. What remains is a launch, connectivity, and AI platform trading well below its post-IPO peak, with a credible mechanical catalyst in possible Nasdaq-100 inclusion and an analyst consensus target of $187.80 against the current $155. For a retirement-focused investor, position sizing matters: build the position in tranches over several months, sized so a double-digit drawdown would not change your long-term retirement plan.

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Apple (AAPL 1.31%) finds itself in a tough position. It has avoided the heavy spending associated with artificial intelligence (AI) compute build-outs. Nonetheless, the surging demand for chips from some of its "Magnificent Seven" peers has put pressure on its business. In particular, the price of memory chips has soared over the last year or so. Micron Technology just reported that prices for its DRAM memory chips climbed more than 60% from the previous quarter.

But two recent moves could help mitigate the near-term pressure of higher memory prices on Apple while benefiting patient long-term investors willing to stick with the leading smartphone maker.

Image source: Getty Images.

Apple is leaning into high memory prices While memory chip prices are soaring, Apple's latest software updates are heavily reliant on increased memory capacity for its devices. Apple rebuilt Siri using Alphabet's Gemini large language model (LLM). The new AI features demonstrated at its Worldwide Developers Conference (WWDC) event earlier this month are far from cutting edge, but they take advantage of the personal information and context of your iPhone, providing unique capabilities that leading AI companies can't replicate.

Under the hood, Apple is heavily focused on keeping your private data private. That means running as many queries as possible on the iPhone itself instead of sending the prompt to a remote server for processing. Apple took pains to reduce the memory requirements for on-device AI, but there's only so much it can do while providing the most useful AI features. As a result, the upgraded Siri won't work with many older iPhones.

It might seem counterintuitive to increase memory requirements for its premier software update at a time when memory prices are so high. However, the timing could prove fortuitous for Apple. The new Siri update could help drive many owners of older devices to upgrade this fall with the next iPhone release. And that gives Apple the opportunity to raise the price on the iPhone.

Indeed, Apple just announced price increases for certain MacBook and iPad units. CEO Tim Cook suggested more price hikes could be coming in a recent interview. Apple had held back on price hikes despite increased component costs for several quarters, while its biggest competitors, including Samsung Electronics, raised prices. That may have helped fuel strong iPhone sales over the last few quarters, which are up 22% through the first six months of fiscal 2026.

A price hike will allow Apple to maintain most of its gross margin, while the demand driven by the Siri upgrade should help maintain unit sales. The result should be modest revenue growth with slightly slower profit growth in fiscal 2027, but the long-term potential of the two moves could be significant.

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Thinking long term It's important to note that the memory chip market is extremely cyclical. In times of high demand, prices for memory chips climb considerably higher. However, memory chipmakers eventually add capacity, bringing supply back in line with demand and ultimately leading to lower prices. That is to say, Apple won't be stuck paying the outrageously high prices the market currently demands forever.

On the other hand, consumer prices are much stickier. While Apple has introduced some low-end models to appeal to more budget-conscious consumers, it's rarely lowered the prices of its flagship devices.

As a result, Apple should be able to produce meaningful revenue growth with minimal margin compression in the near future. And while revenue growth might slow in later years, it should drive margin expansion as memory prices decline. The recent moves leverage its strong brand and its position as the leading smartphone manufacturer to maintain steady profit growth over time.

With the stock trading around 32 times forward earnings expectations, some may see it as too expensive for a relatively slow-growing business. But Apple is demonstrating its ability to deliver steady gains without significant capital expenditures, using its massive free cash flow to buy back stock and boost earnings per share. That makes it worth paying a premium price, especially for patient, long-term investors.

Tesla stock TSLA jumped on Monday as investors looked ahead to the company's second-quarter delivery report later this week, while fresh comments from Chief Executive Elon Musk provided an additional boost to sentiment.

The stock rose around 4% in early trading to $396.64, recovering some ground after a difficult week for the electric vehicle maker.

The broader market was also supportive, with the S&P 500 gaining 0.8% and the Dow Jones Industrial Average advancing 0.3%.

Investors are now focused on Tesla's second-quarter delivery figures, scheduled for release on Thursday.

Analysts currently expect Tesla to report deliveries of approximately 405,000 vehicles, up from roughly 384,000 vehicles delivered during the same period a year earlier.

Part of Monday's rally appeared linked to comments Musk made on social media regarding Tesla's Full Self-Driving technology.

Musk said Tesla had begun rolling out a new version of its Full Self-Driving software for customers using AI3 hardware, the onboard computer platform introduced in 2019.

Newer Tesla vehicles are equipped with AI4 hardware, which was introduced in 2023 and offers significantly greater computing capability.

"Nice work by the [Tesla AI team]!" Musk wrote on X.

"The AI3 computer only has about 15% of the effective memory bandwidth of AI4, so this was a tough challenge," he added.

The update could potentially expand the addressable market for Tesla's Full Self-Driving subscription service by improving functionality for owners of older vehicles.

Tesla currently charges $99 per month for Full Self-Driving, which can perform most driving tasks under driver supervision.

Wall Street analysts have become increasingly optimistic about Tesla's upcoming delivery results following stronger-than-expected sales data from several key markets.

Morgan Stanley raised its second-quarter delivery forecast to approximately 413,000 vehicles from a prior estimate of roughly 373,000 units.

The firm cited stronger registration trends in Europe and improving demand in China as key drivers behind the upgrade.

According to Morgan Stanley, Europe provided the largest source of upside, with registrations running significantly above year-earlier levels as the region continued recovering from a weaker 2025.

China also showed improving momentum, with domestic sales rebounding in May after two consecutive months of annual declines.

Despite the higher delivery forecast, Morgan Stanley maintained its $415 price target and remained cautious on Tesla's energy storage business, forecasting second-quarter deployments of 11.8 gigawatt-hours compared with Street expectations of roughly 14.3 gigawatt-hours.

Barclays also raised its delivery expectations and now forecasts approximately 418,000 vehicle deliveries for the quarter.

The brokerage expects European deliveries to reach approximately 90,000 units during the quarter, representing Tesla's strongest regional performance since 2023.

China deliveries are projected at roughly 135,000 vehicles, supported by improving domestic demand and export activity.

Production is expected to reach about 430,000 vehicles during the quarter, while inventory levels remain well below the elevated build seen during the first quarter.

Barclays maintained its Equal Weight rating and $360 price target, while noting that investor attention has increasingly shifted away from Tesla's automotive operations toward its longer-term artificial intelligence initiatives.

The firm said investors remain focused on programs such as Robotaxi, Optimus, and autonomous driving technology, even as stronger vehicle deliveries remain important for generating the cash flow needed to fund those ambitions.