Track market-moving stories before they get noisy

Realty Income Corporation O, a leader in the net lease sector, is slated to release third-quarter 2026 results on Nov. 2, after market close. The Zacks Consensus Estimate for the to-be-reported quarter's adjusted funds from operations (AFFO) and revenues is pegged at $1.11 per share and $1.58 billion, respectively.

Key Takeaways AbbVie beats Q3 earnings and revenue estimates, reporting adjusted EPS of $3.82 and sales of $17.4 billion.Immunology and neuroscience growth, led by Skyrizi and newer drugs, offsets Humira and Imbruvica declines.AbbVie raises 2026 adjusted EPS guidance to $13.95-$13.99 and increases its quarterly dividend by 5.2%. AbbVie Inc. (ABBV - Free Report) reported adjusted earnings per share (EPS) of $3.82 for the third quarter of 2026, beating the Zacks Consensus Estimate of $3.74. The reported metric even surpassed management’s guidance of $3.73-$3.77.

Earnings surged 105.4% year over year, with the prior-year period burdened by a substantially larger acquired research and development (R&D) charge.

Revenues of $17.4 billion topped the consensus mark of $17.37 billion, rising 10.3% year over year on a reported basis and 10.5% at constant exchange rates (CER). Like EPS, the top-line metric also exceeded the guidance of $17.2 billion, driven by robust sales growth of key immunology and neuroscience drugs.

All sales growth rates mentioned below are on a year-on-year basis and at CER.

ABBV's Immunology Sales Lead GrowthImmunology revenues rose 16.6% to $9.17 billion.

Skyrizi sales were up 22.9% to $5.78 billion, exceeding the Zacks Consensus Estimate of $5.72 billion. The drug remained a major contributor to the portfolio's expansion.

Rinvoq sales increased 24.3% operationally to $2.71 billion but missed the consensus estimate of $2.73 billion. Its growth helped support immunology performance despite continued erosion in sales of older products.

Humira revenues fell 30.6% to $683 million, below the consensus estimate of $695 million. This substantial decline in Humira sales was due to the drug’s loss of exclusivity in the United States since January 2023. The drug lost its exclusivity in ex-U.S. territories in 2018.

AbbVie's Neuroscience Franchise OutperformsNeuroscience revenues grew 19.5% to $3.39 billion, beating the Zacks Consensus Estimate of $3.29 billion. Vraylar contributed $1.07 billion, up 14.3%, although sales fell short of the $1.08 billion consensus estimate.

Botox Therapeutic revenues advanced 9.8% to $1.08 billion. Migraine treatments were another source of growth: Ubrelvy generated $449 million, rising 26.9%, while Qulipta brought in $398 million, up 38.5%.

Vyalev recorded sales of $286 million, slightly ahead of the $283 million consensus estimate. The company also secured FDA approval for Juvmo, a once-daily Parkinson's disease treatment, adding to its neuroscience portfolio.

ABBV's Oncology Sales Edge Past EstimatesOncology revenues reached $1.70 billion, up 0.9% and marginally ahead of the Zacks Consensus Estimate of $1.68 billion. Roche (RHHBY - Free Report) -partnered Venclexta brought in $803 million, rising 10.7% and topping the $793 million consensus estimate.

Meanwhile, Johnson & Johnson (JNJ - Free Report) -partnered Imbruvica remained under pressure, with revenues falling 26.1% to $522 million, below the $530 million consensus estimate. The drug’s sales were impacted, likely due to rising competition from novel oral treatments as well as the IRA-driven pricing changes that came into effect at the start of 2026.

Elahere revenues rose 31.2% operationally to $224 million, while Epkinly generated $108 million, up 60.8%.

AbbVie's Aesthetics Portfolio Misses EstimatesAesthetics revenues totaled $1.18 billion, down 1.8% and below the Zacks Consensus Estimate of $1.20 billion. Botox Cosmetic sales increased 4.1% to $669 million, but Juvederm revenues declined 11.8% to $222 million.

Among other marketed products, Linzess revenues grew 4.2% to $339 million. Mavyret sales fell 13.9% to $265 million, while Creon declined 2.2% to $361 million, reflecting mixed performance beyond the four principal franchises.

Cost DiscussionAdjusted SG&A expenses rose 8.1% year over year to $3.69 billion. Adjusted R&D expenses increased 7.5% to $2.43 billion.

The adjusted operating margin stood at 48.7%.

AbbVie Raises 2026 EPS GuidanceAbbVie lifted its full-year 2026 adjusted earnings guidance to $13.95-$13.99 per share from $13.76-$13.96. The revised outlook includes a $0.69-per-share adverse impact from acquired R&D and milestone expenses incurred through the third quarter.

The forecast excludes similar expenses that may arise after September, as their timing and size cannot be reliably forecast. Management cited portfolio momentum and a strong outlook alongside the decision to raise guidance.

The board also increased the quarterly dividend by 5.2% to $1.82 per share from $1.73. The new rate begins with the dividend payable Feb. 16, 2027.

Our Take on ABBV’s ResultsAbbVie's third-quarter results beat earnings and revenue expectations, prompting management to raise its full-year earnings guidance. Shares of the company were trading higher during Friday's regular trading session, likely driven by the encouraging guidance revision and continued strength in its immunology and neuroscience franchises.

Year to date, the stock has gained over 27% compared with the industry’s nearly 23% growth.

Image Source: Zacks Investment Research

However, the quarterly performance was not without weaknesses. Key drugs like Rinvoq and Vraylar missed their respective sales estimates despite recording double-digit year-over-year growth. The aesthetics franchise also fell short of expectations, weighed down by declining Juvederm sales. Nevertheless, robust demand for Skyrizi and continued growth across several newer products helped offset these shortcomings.

AbbVie continues to strengthen its long-term growth platform through acquisitions and internal innovation. The recent acquisition of Apogee Therapeutics, coupled with recent regulatory approvals for Decnupaz and Juvmo, could support future growth as legacy products like Humira and Imbruvica continue to face sales pressure.

ABBV’s Zacks RankThe stock currently has Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

3 Stocks With Yields Big Enough to Make Election Volatility Easier to StomachAbbVie NYSE: ABBV reported third-quarter 2026 results above its guidance midpoint and raised its full-year revenue and adjusted earnings outlook, citing continued growth from its immunology and neuroscience portfolios.

The company posted adjusted earnings per share of $3.82, $0.07 above the midpoint of its prior guidance. Net revenue totaled $17.4 billion, up 10.5% operationally, excluding foreign exchange, and exceeded AbbVie’s expectations by $200 million, Chairman and Chief Executive Officer Rob Michael said on the company’s earnings call.

Get AbbVie alerts:

3 Income Stocks Under $30 That Yield More Than the 10-Year Treasury NoteAbbVie raised its 2026 revenue forecast by $200 million to approximately $67.8 billion and lifted adjusted EPS guidance by $0.11 at the midpoint to a range of $13.95 to $13.99. The company expects fourth-quarter revenue of about $18.4 billion and adjusted EPS of $3.83 to $3.87.

AbbVie also announced a 5.2% increase in its quarterly cash dividend to $1.82 per share, beginning with the dividend payable in February 2027.

Immunology Products Drive Growth
3 Healthcare Dividend Stocks Offering More Than Just IncomeImmunology revenue approached $9.2 billion during the quarter, representing 16.6% operational growth. SKYRIZI generated nearly $5.8 billion in sales, up 22.9% operationally, while RINVOQ sales rose 24.3% operationally to $2.7 billion.

Michael said SKYRIZI and RINVOQ together are expected to deliver approximately $6 billion in combined growth during 2026 despite increased competition. AbbVie raised its full-year immunology sales forecast to $34.9 billion, including $21.8 billion for SKYRIZI and $10.3 billion for RINVOQ.

SKYRIZI received U.S. approval for subcutaneous induction treatment in Crohn’s disease, a new dosing option based on the Phase III AFFIRM study. Chief Scientific Officer Roopal Thakkar said results in patients who had not previously received advanced therapy included a 60% endoscopic response rate, 43% endoscopic remission rate and 74% clinical remission rate after 16 weeks.

Chief Commercial Officer Jeff Stewart said the new administration option should strengthen SKYRIZI’s competitive position in Crohn’s disease. He said AbbVie expects access to ramp over roughly 60 days or longer and anticipates faster share gains during the first part of 2027 and into the second quarter.

AbbVie is also evaluating combinations of SKYRIZI with ABBV-382, an anti-alpha-4 beta-7 antibody, and ABBV-701, an anti-TL1A antibody, in Crohn’s disease and ulcerative colitis. Thakkar said the company could potentially begin Phase III testing of the ABBV-382 combination by the end of 2027, depending on interim data and dose-selection work.

Humira sales were $683 million, declining 30.6% operationally as biosimilar competition continued.

Neuroscience Momentum and Parkinson’s Launch
Neuroscience revenue was nearly $3.4 billion, up 19.5% operationally. AbbVie increased its full-year neuroscience revenue outlook by $300 million to $13 billion, including expected sales of $4.2 billion each for VRAYLAR and BOTOX Therapeutic, as well as $3.1 billion in oral CGRP migraine treatments.

VRAYLAR sales reached nearly $1.1 billion, up 14.3% operationally. BOTOX Therapeutic generated about $1.1 billion, up 9.8%, while UBRELVY revenue increased 26.9% to $449 million and Qulipta revenue climbed more than 38% to $398 million.

The FDA approved JUVMO for Parkinson’s disease during the quarter. AbbVie said the treatment selectively targets D1/D5 dopamine receptors and can be used as either monotherapy or alongside standard care. The company expects its Parkinson’s disease therapies, including JUVMO, VYALEV and DUOPA, to eventually generate more than $5 billion in peak sales collectively.

Stewart said JUVMO’s sales ramp is expected to be gradual because broader Medicare coverage is not expected until 2028. Still, he said early physician and patient interest has exceeded AbbVie’s initial expectations.

Oncology Pipeline Advances
Oncology revenue totaled $1.7 billion, up 0.9% operationally. VENCLEXTA sales rose 10.7% to $803 million, while IMBRUVICA sales declined 26.1% due to Inflation Reduction Act pricing and competitive pressure.

AbbVie raised its full-year oncology forecast to $6.6 billion, now expecting $3.1 billion in VENCLEXTA revenue and $2.1 billion from IMBRUVICA.

The company recently submitted a U.S. regulatory application for etentamig in heavily pretreated, triple-class exposed multiple myeloma following positive Phase III CERVINO data. Thakkar said the company expects an approval decision next year. AbbVie also started two additional Phase III studies for etentamig, including a combination study in second-line-plus multiple myeloma and a monotherapy study in light-chain amyloidosis.

In lymphoma, AbbVie reported positive Phase III data for Epkinly plus R-CHOP in first-line diffuse large B-cell lymphoma. The regimen reduced the risk of disease progression or death by 51% versus R-CHOP alone at an interim analysis, according to Thakkar. Regulatory submissions are expected early next year.

Capital Allocation, Aesthetics and Outlook
AbbVie generated approximately $14 billion in free cash flow in the first nine months of 2026 and ended September with $10.8 billion in cash. The company said it remains on track to reduce its net leverage ratio to 2x over the next two to three years following its Apogee Therapeutics acquisition.

Michael said future business-development activity is likely to focus on bolt-on additions in immunology, neuroscience, oncology and obesity rather than a large transformational transaction.

Aesthetics sales were nearly $1.2 billion, down 1.8% operationally. BOTOX Cosmetic sales rose 4.1% operationally to $669 million, while JUVÉDERM sales fell 11.8% to $222 million. AbbVie maintained its full-year aesthetics outlook of $5 billion.

Regarding Boey, the company said it expects to resubmit its U.S. application before year-end after addressing chemistry, manufacturing and controls matters cited in a complete response letter. Thakkar said AbbVie anticipates a six-month review and a potential U.S. decision in mid-2027.

Michael also said a federal district court ruled in AbbVie’s favor on whether BOTOX should be eligible for Medicare drug-price negotiation under the Inflation Reduction Act. The ruling may be appealed by the government, and AbbVie said it would not expect a negotiated price to be published while the matter remains unresolved.

About AbbVie (NYSE:ABBV)AbbVie Inc NYSE: ABBV is a global biopharmaceutical company that discovers, develops and commercializes medicines and other healthcare products. Its portfolio focuses on immunology, oncology, neuroscience, aesthetics and eye care, serving patients and healthcare providers in markets around the world.

The company's key products include immunology medicines such as Skyrizi and Rinvoq; neuroscience treatments including Vraylar, Ubrelvy and Qulipta; and oncology products such as Imbruvica and Venclexta.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in AbbVie Right Now?Before you consider AbbVie, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AbbVie wasn't on the list.

While AbbVie currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Investors with an interest in Industrial Services stocks have likely encountered both Global Industrial (GIC) and W.W. Grainger (GWW).

Kraft Heinz: Flat Revenue Trends Persist Over TimeKraft Heinz Co. (KHC +2.62%) primarily generates revenue by manufacturing, marketing, and distributing a broad global portfolio of popular condiments, dairy items, prepared meals, packaged meats, and snack foods to national grocery chains, wholesale distribution providers, mass retail merchandisers, convenience store networks, and large institutional foodservice clients worldwide.

It transferred its corporate common stock listing from the Nasdaq to the New York Stock Exchange in September 2026, declared a regular quarterly cash dividend, and introduced several packaged noodle and ready-to-eat soup options to retail consumers.

Coca-Cola: Expanding Its Baseline Revenue Over TimeThe Coca-Cola Company (KO +1.77%) primarily earns its revenue by producing and selling a wide variety of sparkling soft drinks, bottled water, sports beverages, value-added dairy products, and specialized flavor concentrates to independent regional bottling partners, international wholesale distributors, local retail stores, and multinational restaurant chains globally.

While managing legal investigations regarding a previous ransomware cybersecurity breach that exposed sensitive personal data at its dairy subsidiary, it secured a large national beverage supplier contract for thousands of restaurant locations starting in 2027.

Why Revenue Matters for InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, which helps investors track consumer demand and sales volume before deducting operating expenses.

Kraft Heinz vs. Coca-Cola Revenue over the last 8 quarters.

Quarterly Revenue Trends for Kraft Heinz and Coca-ColaCalendar quarterKraft Heinz RevenueCoca-Cola RevenueQ3 2024$6.4 billion (quarter ended Sept. 28, 2024)$11.9 billion (quarter ended Sept. 27, 2024)Q4 2024$6.6 billion (quarter ended Dec. 28, 2024)$11.5 billion (quarter ended Dec. 31, 2024)Q1 2025$6.0 billion (quarter ended March 29, 2025)$11.1 billion (quarter ended March 28, 2025)Q2 2025$6.4 billion (quarter ended June 28, 2025)$12.5 billion (quarter ended June 27, 2025)Q3 2025$6.2 billion (quarter ended Sept. 27, 2025)$12.5 billion (quarter ended Sept. 26, 2025)Q4 2025$6.4 billion (quarter ended Dec. 27, 2025)$11.8 billion (quarter ended Dec. 31, 2025)Q1 2026$6.0 billion (quarter ended March 28, 2026)$12.5 billion (quarter ended April 3, 2026)Q2 2026$6.3 billion (quarter ended June 27, 2026)$13.4 billion (quarter ended July 3, 2026)Foolish TakeNormally, the first thing to note when examining a company's revenue trend is seasonality: some times of the year have stronger buying patterns than others. For most stocks, compare revenue year over year, by quarter. In normal times, seasonality holds true for consumer staples stocks like these as well, given that most products from both companies aren't staples in the true sense--people will buy more soda and snacks, such as Kraft Heinz' Jell-O, at different times of the year.

That said, this chart shows two diverging trends. Coca-Cola is growing revenue over time. There is some year-over-year seasonality, but also sequential growth, indicating the business is doing well.

By comparison, Kraft Heinz is showing a lack of sales momentum. Compare the most recent bar for the company in the chart, for Q1 2026, to Q1 2025--revenue is level. That's stagnation.

Revenue is perhaps the simplest metric investors have to judge a business by. As the chart shows, look for rising revenue, especially over similar periods of each year, and take comparable-quarter stagnation, or worse, declines, as a red flag.

Data source: Financial Modeling Prep. Data as of Oct. 22, 2026.

Memory maker Micron Technology (MU -6.97%) now ranks among the biggest companies in the stock market. At the end of September, it was the ninth-largest holding in the Vanguard S&P 500 ETF (VOO -2.07%), making up 1.82% of the fund.

This put it above Tesla, at 1.52%.

Funds made to track the S&P 500 (^GSPC -2.10%) hold the same stocks at around the same weights, so Micron's place shows up in all of them. The whole Vanguard fund, which has about $1.7 trillion in the ETF and its other share classes, owned about 29.7 million Micron shares on Sept. 30, or around 2.6% of the company.

The rise has been quick. Micron's market value passed $1 trillion for the first time on May 26, and the stock has more than quadrupled in the last year. But shares are also down about 8% since Sept. 30, to roughly $983 as I write. I think the weight itself matters less for the stock than it may seem.

Image source: Getty Images.

The weight follows the priceThe S&P 500 is weighted by float-adjusted market value. That means S&P Dow Jones Indices counts the market value of each company's shares that are available to public investors, and a stock's weight is its share of that total.

Put another way, Micron's spot in the top 10 came from its stock price, which climbed much faster than the rest of the market.

That also explains how Micron passed Tesla. At the end of September, Tesla's shares were worth around $1.4 trillion all told, more than Micron's $1.2 trillion or so.

But Micron had the higher weight, because a far larger chunk of Tesla's stock falls outside what the index counts as available to the public.

The weight moves both ways, too. With Micron's shares down since Sept. 30, its weight in the State Street SPDR S&P 500 ETF Trust was 1.54% on Oct. 26. That was below Tesla's 1.67%, and it put Micron just outside the top 10 that day.

Does the top 10 draw in more buyers?Not on its own. After all, an index fund already holds every stock in proportion to its weight, so when Micron's price rises, the fund's stake gains value without the fund buying more shares.

Nothing new happens the day a stock moves from 11th place to ninth.

What does change is where new money goes. At a weight of around 1.6%, every $1,000 investors put into an S&P 500 fund now sends about $16 into Micron, much more than a year ago.

Of course, it works the other way, too. When money leaves these funds, their Micron holdings shrink in the same proportion. Index ownership hasn't kept the stock from sharp swings. Micron fell 6% on Oct. 22 alone, and it's about 19% under its record close, $1,213.56 on June 25.

Memory prices still matter mostMicron's stock, and its weight with it, climbed mostly because its earnings did, with demand from AI projects boosting its memory sales.

A year ago, the memory maker's quarterly revenue was $11.3 billion. Micron's fiscal 2026 ended on Sept. 3, and revenue in that year's last quarter reached $54.2 billion, up 379% year over year and 31% above the fiscal third quarter's $41.5 billion.

For the first quarter of fiscal 2027, management expects around $61.5 billion. Yes, that'd set another record. But it implies sequential growth of around 13%, a slowdown from the 31% rate of the last quarter.

Earnings per share for fiscal 2026 came to $74.33, up around 880% from $7.59 in fiscal 2025.

MU Micron Technology$869.13-$65.14 (-6.97%)

NASDAQ · As of 2:13 PM ET 10/30/26

At around $983, the stock trades at about 13 times earnings, about half the 24.7 times earnings Vanguard listed for its S&P 500 fund at the end of September. Investors are paying much less for every dollar of Micron's profit than for the index overall, probably because memory prices have long moved in cycles.

For anyone who holds an S&P 500 fund, the top-10 spot mainly means Micron's swings show up more. A 10% fall in Micron would knock around 0.16% off the fund.

Does the top-10 spot change anything for the stock, then? Not much by itself. The index just gives Micron more weight when the stock beats the market and less when it trails. What moves the price is still memory demand.

And the company is still growing. At about 13 times earnings, I'd consider buying the shares. But anyone who holds an S&P 500 fund already has some Micron, and a fall in memory prices could hurt both.

Amylyx Stock: Why the Full Pipeline Story MattersRegeneron Pharmaceuticals NASDAQ: REGN reported third-quarter 2026 revenue growth of 36% year over year to $5.1 billion, while non-GAAP diluted earnings per share rose 70% to $20.07. The company attributed the performance to increased Sanofi collaboration revenue and continued growth from DUPIXENT, EYLEA HD and LIBTAYO.

“This marks our third consecutive quarter of double-digit growth on both the top and bottom lines,” Chief Executive Officer Leonard Schleifer said during the company’s earnings call.

Get REGN alerts:

Commercial brands reach quarterly records Ozempic, Mounjaro, Wegovy, or Zepbound? This ETF Holds Them AllDUPIXENT, which Regeneron markets through its collaboration with Sanofi, recorded worldwide net sales of more than $6.5 billion in the quarter, up 35% at constant currency, according to Sanofi-reported figures. U.S. sales increased 40% to $5.1 billion, supported by demand across its approved indications and favorable gross-to-net adjustments.

Marion McCourt, Regeneron’s executive vice president of commercial, said more than 1.5 million patients worldwide are currently being treated with DUPIXENT. The medicine is approved across nine type 2 inflammatory diseases, including atopic dermatitis, asthma, nasal polyps, eosinophilic esophagitis, COPD and chronic spontaneous urticaria.

Pfizer Adds to Its Big Bet on Weight Loss DrugsRegeneron’s U.S. retinal franchise, combining EYLEA HD and EYLEA, generated $1.1 billion in net sales, down 1% from a year earlier. EYLEA HD sales climbed 62% to $699 million and accounted for nearly two-thirds of the franchise’s sales. Physician unit demand for EYLEA HD increased 20% sequentially.

EYLEA U.S. net sales declined 41% to $400 million amid competition from aflibercept 2 mg biosimilars. For the fourth quarter, Regeneron expects EYLEA HD physician demand to grow by about 10% sequentially, while EYLEA demand is expected to decline by a low- to mid-teens percentage. The company continues to expect more than 50% full-year EYLEA HD sales growth versus 2025.

LIBTAYO worldwide net sales rose 51% at constant currency to $550 million, including U.S. sales of $396 million, up 81%. Schleifer said LIBTAYO is now on an annual run rate of about $2.2 billion. The company said it remains the leading immunotherapy in U.S. non-melanoma skin cancers and the second most prescribed immunotherapy in non-small cell lung cancer.

Pipeline milestones include C5, MASH and oncology programs Regeneron expects an FDA decision in November for cemdisiran, its C5 siRNA candidate for generalized myasthenia gravis. If approved, the company said cemdisiran would be the first siRNA therapy for the condition and would offer quarterly subcutaneous dosing. McCourt said the company’s neurology commercial team is launch-ready, though she did not provide further details on launch strategy.

The company also expects pivotal results by year-end for its cemdisiran and pozelimab combination in paroxysmal nocturnal hemoglobinuria. George Yancopoulos, Regeneron’s chief scientific officer, said lead-in cohort findings from the Phase III program suggested the combination could provide strong control of intravascular hemolysis.

In metabolic disease, Regeneron plans to present initial first-in-human data for its CIDEB-targeting siRNA at The Liver Meeting in November. In 40 participants, a single dose was well tolerated and reduced liver fat by approximately 70% on average from baseline after 12 weeks, according to Yancopoulos. The effect lasted through 24 weeks of follow-up and was accompanied by improvements in liver enzymes.

The company said it is advancing the CIDEB program toward registrational studies for MASH. Yancopoulos characterized the target as genetically validated through the company’s Regeneron Genetics Center research, which linked loss-of-function CIDEB variants to reduced risk of fatty liver disease and cirrhosis.

Regeneron also plans to begin a potentially registrational study of baloncibart for postural orthostatic tachycardia syndrome, or POTS, in the first half of 2027, pending regulatory feedback. The company said Phase II results showed sustained improvements in tachycardia and orthostatic symptoms over four weeks after a single high dose.

In oncology, Regeneron reported that ubamatamab, a MUC16xCD3 bispecific antibody, showed an approximately 70% objective response rate in advanced low-grade serous ovarian cancer. The company is enrolling a potentially registrational cohort and plans to begin a confirmatory Phase III study in mid-2027.

Sanofi alliance and investment outlook Third-quarter Sanofi collaboration revenue reached $2.7 billion, including $2.6 billion from Regeneron’s share of collaboration profits. Profit-sharing revenue increased 77% from the prior year, aided by DUPIXENT growth and completion of repayment of the Sanofi development balance in the second quarter.

Under an expanded alliance, Regeneron and Sanofi will share development and commercialization costs equally for four next-generation long-acting antibodies aimed at type 2 inflammation. Global profits from those candidates will also be shared equally. Regeneron expects to recognize a $1 billion upfront payment from Sanofi as collaboration revenue in the fourth quarter.

The company generated $2.9 billion in free cash flow during the first nine months of 2026 and ended the quarter with $16.2 billion in cash and marketable securities, net of debt. It deployed nearly $3 billion during the period across share repurchases, business development and dividends, including $2.3 billion to repurchase 3.2 million shares.

Chief Financial Officer Chris Fenimore said Regeneron expects full-year share repurchases of approximately $3 billion. Looking to 2027, the company expects research and development expense to rise by a mid-teens percentage as it advances registrational programs in myeloma, anticoagulation, obesity, POTS and MASH. Regeneron said it is on pace to initiate more than 15 Phase III trials in 2026.

About Regeneron Pharmaceuticals (NASDAQ:REGN)Regeneron Pharmaceuticals, Inc is a biotechnology company that discovers, develops and commercializes medicines for serious medical conditions. The company uses genetic and antibody-based research technologies to develop treatments in areas including eye diseases, allergic and inflammatory conditions, cancer, cardiovascular disease, infectious diseases and rare disorders.

Its marketed products include Eylea and Eylea HD for retinal diseases, Dupixent for several inflammatory and allergic conditions, Libtayo for certain cancers, Praluent for cardiovascular disease, Kevzara for rheumatoid arthritis, and other medicines such as Inmazeb, Evkeeza, Veopoz and Arcalyst.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Regeneron Pharmaceuticals Right Now?Before you consider Regeneron Pharmaceuticals, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Regeneron Pharmaceuticals wasn't on the list.

While Regeneron Pharmaceuticals currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most resilient semiconductor plays from the one with the…

Each of these three chipmakers controls a different constraint in the AI expansion. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) designs the accelerators. Micron Technology (NASDAQ:MU) supplies the high-bandwidth memory that feeds them. Taiwan Semiconductor Manufacturing (NYSE:TSM) makes the leading-edge silicon.

Year to date, NVIDIA shares are up 16.58%, Micron is up 240.82% and TSMC is up 45.35%.

Investors are now asking whether AI budgets can keep growing in 2027. Below, I lay out how each stock could still reach a bold target: $350 for NVIDIA, $1,800 for Micron and $600 for TSMC.

Wall Street Already Sees Big Upside in All Three
The consensus price targets are $328.95 for NVIDIA, $1,561.91 for Micron and $584.39 for TSMC. From current prices, that works out to upside of about 52%, 61% and 33%. Estimates are still going up. Analysts now expect NVIDIA to earn $15.9146 per share in fiscal 2028, up from $12.8148 90 days ago.

All three exceeded their most recent EPS estimates. NVIDIA’s $2.22 was its fifth consecutive beat, and Micron’s $33.42 was its eighth. TSMC earned $4.60 per ADR versus $4.46 expected. Beat streaks like these suggest actual results could again come in above forecasts.

Here’s What It Takes to Reach Each Target
NVIDIA, at $216.92, trades at about 14x fiscal 2028 estimates. At $350, the multiple would be roughly 22x, in line with the S&P 500’s 21x to 23x. That’s modest for a company expecting revenue growth of approximately 70% next year.

At 5x forward earnings, a $1,800 price would put Micron near 10x. TSMC’s 19x forward P/E would rise to about 26x at $600.

How could these stocks reach their targets?

Demand exceeds supply. NVIDIA’s chief executive said, “Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%.”
Memory demand is locked in. Micron has more than 75% of fiscal 2027 shipments committed. It also has 26 strategic customer agreements covering supply through 2030, which gives it the strongest protection against a slowdown.
Foundry demand is broad. TSMC served 534 customers in 2025. CEO C.C. Wei said of AI accelerators, “We did not see any sign of a slowdown.” TSMC also expects N2 capacity to more than double in 2027.
Hyperscaler budgets keep growing. Capex from the top five hyperscalers is expected to reach $1.3 trillion in 2027.

There are hurdles. TSMC says it is “being prudent in our business planning going into 2027,” and NVIDIA carries $279B in supply commitments.

Past Returns Show These Gains Are Within Reach
To hit these targets, NVIDIA would need to gain 61%, Micron 85% and TSMC 37%. All three have done far more over five years: NVIDIA returned 773.55%, Micron 1330.97% and TSMC 309.21%. Micron gained 342.12% in the past 12 months alone.

At market caps of $5.23 trillion, $1.10 trillion and $2.27 trillion, matching that pace gets harder. Still, these stocks have shown how quickly they get re-rated when earnings beat expectations.

Which Chip Stock Holds Up Best? Here’s My Take
If AI spending cools in 2027, I expect TSMC and Micron to hold up best. TSMC has the broadest customer base, and Micron has committed shipments plus tight clean-room supply. NVIDIA has the most upside if demand stays strong, since it trades at a market-level multiple while guiding to approximately 70% growth.

All three targets would be harder to reach if the market weakens or hyperscaler spending pauses. While such gains shouldn’t be expected every year, this is how NVIDIA, Micron and TSMC could see outsized returns in 2027.

Contact [email protected] for any questions or corrections.

Key Takeaways AB InBev's Q3 EPS rose 22.4% y/y to $1.21, while revenues grew 9.1% to $16.51B, both beating estimates.BUD's organic revenues rose 4.9%, aided by premiumization, strong megabrands and 19% Beyond Beer growth.BUD reaffirmed its 2026 organic EBITDA growth outlook of 4-8% despite commodity costs and margin pressure. Anheuser-Busch InBev SA/NV (BUD - Free Report) , aka AB InBev, reported third-quarter 2026 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate. Both top and bottom lines increased year over year, supported by premiumization, disciplined revenue management and strong performance across key markets.

BUD reported underlying earnings of $1.21 per share, up 22.4% year over year. The figure beat the Zacks Consensus Estimate of $1.14. Underlying earnings per share (EPS) increased 13.9% year over year on a constant-currency basis in the third quarter of 2026.

Revenues increased 9.1% year over year to $16.51 billion, surpassing the consensus mark of $16.24 billion.

Shares of the Zacks Rank #3 (Hold) company have lost 8.1% in the past three months compared with the industry’s 4.7% decline.

Image Source: Zacks Investment Research

BUD's Organic Growth Reflects Strong Brand MomentumOn an organic basis, revenues increased 4.9% in the quarter. Revenues per hectoliter rose 4.2%, reflecting disciplined revenue management, and a favorable mix from premiumization and Beyond Beer products.

Total volumes grew 0.4% organically. Beer volumes declined 0.1%, while non-beer volumes increased 4%. The company recorded its highest-ever third-quarter volumes in 15 markets, including Colombia, Peru, Ecuador, South Africa, the Dominican Republic and India.

Combined revenues from AB InBev's megabrands increased 7.7%, led by Corona. Revenues for the Corona brand grew 20% outside its home market, while Stella Artois and Michelob Ultra advanced 19% and 50%, respectively, outside their domestic markets.

The above-core beer portfolio generated 8.6% revenue growth. Corona delivered double-digit volume growth in 37 markets, while Michelob Ultra continued expanding across Latin America. About 60% of Michelob Ultra's volume growth came from markets outside the United States.

AB InBev Sees Mixed Regional PerformanceNorth America revenues declined 0.9% organically, while volumes fell 2.5%. In the United States, revenues decreased 1.2%, with sales-to-retailers declining 3.1%. However, Michelob Ultra and Busch Light remained the industry's leading volume share gainers.

Middle Americas revenues advanced 12.1%, supported by 7.3% volume growth. Mexico recorded high-single-digit revenue growth, while Colombia delivered mid-teens growth. South America revenues increased 9.1%, aided by Brazil's 5.3% revenue growth and 1.4% volume improvement.

EMEA revenues rose 4%, supported by premiumization and growth in key African markets. However, Asia Pacific revenues declined 9.5%, reflecting weakness in China, where volumes and revenues fell 16.8% amid challenging industry conditions and inventory management.

BUD Expands Its Growth PlatformsNo-alcohol beer revenues increased 35%, supporting growth in the company's broader Balanced Choices portfolio. Revenues from low-carb, low-calorie, sugar-free, gluten-free and no-alcohol beer brands collectively rose 19%.

Beyond Beer revenues grew 19%, led by Cutwater in the United States and Flying Fish's continued international expansion. Cutwater delivered revenue growth in the high-thirties, while the mainstream beer portfolio recorded 2.1% revenue growth.

AB InBev's Digital Ecosystem Maintains MomentumDigitization remained a notable growth driver. BEES operated in 30 markets at September-end, with 73% of revenues captured through B2B digital platforms. The platform processed $15.9 billion in gross merchandise value in the quarter, up 12% year over year.

BEES Marketplace gross merchandise value climbed 45% to $1.4 billion from third-party products. The company's direct-to-consumer platforms served 13 million active consumers and generated $158 million in revenues, representing 9% growth.

BUD's Margins Face Cost PressuresGross profit increased 5.3% organically to $9.30 billion, while the reported gross margin declined to 56.3% from 56.4% a year earlier. On an organic basis, the gross margin expanded 20 basis points (bps).

Normalized EBIT increased 6% organically to $4.54 billion, with the normalized EBIT margin expanding 27 bps organically to 27.5%.

Normalized EBITDA rose 3.9% organically to $5.96 billion. The normalized EBITDA margin contracted 34 bps organically to 36.1%, reflecting increased sales and marketing investments and commodity cost pressures, partly offset by disciplined overhead management.

Our model had anticipated a rise of 7.5% in normalized EBIT and 4.1% in normalized EBITDA for the third quarter.

AB InBev Boosts Shareholder Returns, Reaffirms OutlookBUD approved an interim dividend of €0.40 per share for 2026 compared with €0.15 for 2025. The company completed $2.6 billion of its $6-billion share repurchase program as of Oct. 26, 2026.

Management expects organic EBITDA growth of 4-8% in 2026, consistent with its medium-term outlook. The projection reflects its assessment of inflation and broader macroeconomic conditions.

The company anticipates a normalized effective tax rate of 26-28% and net capital expenditure of $3.5-$4 billion. Net pension interest and accretion expenses are projected at $190-$220 million per quarter, while the average gross debt coupon is expected to be 4%.

Three Stocks Looking GoodWe have highlighted three better-ranked stocks from the Consumer Staples sector, namely Diageo plc (DEO - Free Report) , The Boston Beer Company Inc. (SAM - Free Report) and The J. M. Smucker Co. (SJM - Free Report) .

Diageo is a global beverage alcohol company operating in approximately 180 countries. The company currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Diageo’s current financial-year sales suggests a decline of 3.4%, while the earnings estimate implies a rise of 2.7% from the year-ago reported figures.

Boston Beer is one of the largest craft brewers in the United States. Boston Beer produces beer, malt beverages and cider products at company-owned breweries and under contract. The company currently carries a Zacks Rank #2 (Buy).

The Zacks Consensus Estimate for Boston Beer’s 2026 sales and EPS indicates declines of 3.8% and 3.9%, respectively, from the year-ago reported numbers. SAM delivered an average negative earnings surprise of 6.1% in the trailing four quarters.

J. M. Smucker is a leading manufacturer and marketer of branded food, beverage, pet food and pet snack products in North America. SJM currently has a Zacks Rank #2.

The Zacks Consensus Estimate for J. M. Smucker’s 2026 EPS implies growth of 17.1% from the previous year’s reported number. SJM delivered a trailing four-quarter average earnings surprise of 13.8%.

 | Source: BLDG Orchard LLC

Residential milestone underscores strong demand for the 70-story Long Island City tower, with more than 750 units leased since January amid New York City’s competitive rental market

Three inaugural tenants lease more than 7,468 square feet, bringing a robust mix of beauty, food and beverage, financial services and everyday conveniences to the neighborhood

A Media Snippet accompanying this announcement is available by clicking on this link.

NEW YORK, Oct. 30, 2026 (GLOBE NEWSWIRE) -- BLDG Management Co., Inc., a full-service, vertically-integrated real estate investment, management and development firm, today announced that The Orchard, Queens’ tallest tower, has surpassed 90% leased across its 824 residences just nine months after launching residential leasing. The milestone comes as the 70-story Long Island City development recently signed its first three retail tenants: K-beauty brand Tokimo, Japanese tea and beverage brand Mollytea and financial technology platform Intuit.

Together, the three tenants have leased more than 7,468 square feet, with limited retail space remaining. All of the tenants will make their Long Island City debut and are expected to open in 2027, further expanding The Orchard’s resident experience and its connection to the surrounding community.

“The Orchard was designed to be more than a place to live, with residences, amenities and services that give people opportunities to live, work and connect right at home,” said Lloyd Goldman, President of BLDG Management. “BLDG has been part of the Long Island City community for more than 60 years, and we wanted The Orchard to build on that legacy by creating a place that serves both residents and the broader neighborhood. Surpassing 90% leased in just nine months reflects the demand for what we’ve created, while the addition of Tokimo, Mollytea, and Intuit will make The Orchard an even more dynamic destination for residents and the LIC community.”

Beauty, Financial Services and F&B Brands Join The Orchard as First Retail Tenants
Located along the North side of Jackson Avenue, The Orchard features approximately 14,000 square feet of retail space designed to serve both residents and the broader neighborhood.

Tokimo’s new 2,251-square-foot location will bring its distinctive K-beauty experience to Long Island City, offering a curated selection of sought-after skincare products and premium brands. Expected to open by Spring 2027, the store will build on the success of Tokimo’s Flushing and East Rutherford, New Jersey locations and mark the brand’s third outpost.

“As demand for K-beauty continues to grow, opening our third store at Queens’ tallest tower felt like a natural fit,” said Kai Zhang, CEO at Tokimo. “Long Island City is home to a young and diverse community that is increasingly interested in K-beauty and premium skincare, and we’re excited to bring a new Tokimo experience to the neighborhood with the products and brands our customers already love.”

Intuit, the global financial technology platform behind brands including TurboTax, QuickBooks, Credit Karma and Mailchimp, leased 3,546 square feet and is expected to open in December 2026.

Additional retailers include Mollytea, the global tea and beverage brand originating in Shenzhen, which is expanding from its Mott Street location with a new 1,671-square-foot lease and is expected to open in Q2 2027.

Residential Leasing Momentum at Queens’ Newest Skyline Icon
The arrival of The Orchard’s first retail tenants builds on its strong residential momentum, with the development surpassing the 90% leasing milestone just nine months after launching residential leasing. Of the 824 residences, comprising 576 market-rate and 248 affordable homes, limited availability remains, including spacious one-, two- and three-bedroom residences designed to accommodate today’s flexible lifestyles, with room for working from home, entertaining, wellness and everyday living. Residences are offered across four collections: The Residences, The Terrace Collection, The Premier and Penthouse Collection and The Sky Collection, with select homes featuring private outdoor spaces.

Demand has been particularly strong for The Orchard’s premium residences, with its 70th-floor Sky Collection now fully leased. Among the remaining offerings, the Terrace Collection features oversized private terraces that deliver an indoor-outdoor living experience rarely found at this scale in New York City rentals, while the Premier and Penthouse Collection offers elevated finishes, ceilings up to 11 feet and expansive layouts with sweeping skyline views.

"Today’s renters are prioritizing a lifestyle that offers both value and convenience, and they are increasingly expanding their search beyond Manhattan to find it," said Jodi Stasse, Executive Vice President of New Developments at The Corcoran Group, the exclusive marketing and leasing agent for The Orchard. "The Orchard delivers an exceptional residential experience with thoughtfully designed homes, robust amenities, and seamless access to Manhattan. Its strong leasing momentum underscores both the property's appeal and Long Island City’s continued growth as one of New York City’s most dynamic residential neighborhoods."

The Orchard offers more than 100,000 square feet of amenities, anchored by New York City’s largest private backyard, a 60,000-square-foot landscaped retreat with an apple orchard, resort-style pool and three pickleball courts. Additional highlights include an indoor basketball court developed in collaboration with NBA skills trainer Chris Brickley, an aquatic center, fitness and coworking spaces and a 70th-floor Sky Lounge overlooking the New York City skyline.

Minutes from Midtown Manhattan, The Orchard is surrounded by Long Island City’s cafés, shops, destination dining, green spaces and cultural institutions, including MoMA PS1 and The Noguchi Museum. Nearby access to eight subway lines, LIRR, Citi Bike and the NYC Ferry connects residents to Queens, Manhattan, Brooklyn and beyond.

Limited availability remains across The Orchard, with monthly rents starting at $5,360 for one-bedrooms, $7,510 for two-bedrooms and $12,255 for three-bedrooms. For more information, including availability or to schedule an appointment with Corcoran New Development, please visit theorchardlic.com or call 718-252-2222.

About BLDG Management Co., Inc.
BLDG Management Co., Inc. is a full-service, vertically-integrated real estate investment, management and development firm founded over 60 years ago. Headquartered in New York City, the firm manages a diversified portfolio of 300+ assets across the United States in all sectors, including residential, office, retail, industrial and hospitality. BLDG Management's approach emphasizes management and development of high-quality assets and destinations that serve as catalysts for enduring economic vitality and community growth. The Firm invests throughout the real estate capital stack in equity and debt, in all strategies, including core, value-add and ground-up development.

About Corcoran New Development
Corcoran New Development is the new development consulting and marketing division of The Corcoran Group, one of the world's leading real estate brokerages. Utilizing The Corcoran Group's extensive marketplace presence, industry-leading research, and award-winning branding and marketing resources, the division serves a diverse range of high-profile projects, from boutique luxury condominiums to large-scale multi-family rental developments. With a robust marketing portfolio spanning all five boroughs, Westchester County, and New Jersey, Corcoran New Development consistently ranks among the most prominent New Development Marketing Firms in the Metropolitan Area. The Corcoran Group is a subsidiary of Anywhere Real Estate Inc. (NYSE: HOUS).

CONTACT: Antenna Group
[email protected]

, /PRNewswire/ -- On September 8, 2026, investors in Stryker Corporation (NYSE: SYK) saw the price of their shares fall $26.70 (-8.8%) after the company's CFO revealed that a previously-thought resolved manufacturing issue persists. The move lower wiped out over $10 billion of Stryker's market capitalization.

The developments have prompted national shareholders rights firm Hagens Berman to open an investigation into whether Stryker was sufficiently transparent about the issue and, if not, whether the company may have violated the federal securities laws.

The firm encourages Stryker investors who suffered substantial losses to submit your losses now. Persons with knowledge who may be able to assist the investigation are invited to contact the firm's attorneys.

Visit: www.hbsslaw.com/syk
Direct Contact Email: [email protected]
Firm Telephone: 844-916-0895

Stryker Corporation (SYK) Investigation:

The investigation is focused on the propriety of Stryker's disclosures about its Inari Medical operations and growth prospects. Stryker acquired Inari in February 2025 to supplement Stryker's Peripheral Vascular reporting unit.

On July 30, 2026, Stryker reported its Q2 2026 results and said, without providing details, that it faced supply disruptions in the Peripheral Vascular unit and that the disruption resulted in "a meaningful backorder situation with lost sales in the quarter." Nonetheless, management assured investors that "[w]e have addressed the issue and backorder should reach a manageable level by the end of Q3."

During the related earnings call that day, an analyst asked for some color on the disruption and what exactly happened. CEO Kevin Lobo said, "I'm not going to get into the details of what it was, but let's just say it did cause a significant backorder specific to one plant in the Inari business," and "[t]he backorder is pretty elevated right now."

In response, the market sent the price of Stryker shares down $22.34 (-6.4%) the next day.

Then, during the September 8, 2026 Wells Fargo Healthcare Conference, CFO Preston Wells further described the manufacturing issue as "not allowing us to reach a full supply of inventory at all of our customers[]" and "quite frankly, not allowing us to go out and really win new business."

Most concerning was his revelation that, in contrast to previous assurances, the problem "is continuing into the third quarter and will certainly continue – we expect it to continue a little bit into the fourth quarter as well."

The market negatively reacted again, sending the price of Stryker shares sharply lower that day.

"We're focused on when Stryker knew its Peripheral Vascular manufacturing problem hadn't been resolved and would persist beyond Q3," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

If you invested in Stryker and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »

Whistleblowers: Persons with non-public information regarding Stryker should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

Key Takeaways Republic Services beat Q3 earnings and revenue estimates, with core price on total revenues rising 5.3%.RSG's adjusted EBITDA increased 4.8%, although the adjusted EBITDA margin contracted 100 basis points.RSG raised its 2026 revenues, adjusted EBITDA and free cash flow guidance.
Republic Services (RSG - Free Report) reported better-than-expected third-quarter 2026 results.

RSG's adjusted earnings of $1.94 per share increased 2.1% year over year and surpassed the Zacks Consensus Estimate of $1.92 by 1%. Revenues rose 8.2% to $4.56 billion and beat the consensus mark of $4.41 billion by 3.4%.

Pricing strength and improved Environmental Solutions performance supported growth. Core price on total revenues increased 5.3%, while adjusted EBITDA rose to $1.45 billion. However, the adjusted EBITDA margin contracted 100 basis points to 31.8%.

RSG Maintains Pricing Strength Amid Volume PressureAverage yield on total revenues increased 2.9% in the quarter, while fuel recovery fees contributed 1.8% to revenue growth. Total volume reduced revenues by 0.6% compared with a 0.3% decline in the prior-year quarter. Acquisitions contributed 1.3% to revenue growth.

On related business revenues, core price increased 6.3%, comprising 7.6% growth in open-market pricing and 4.1% in restricted pricing. Average yield improved 3.5%, while volume declined 0.7%.

Underlying landfill trends were mixed. Municipal solid waste volume increased 0.6%, whereas special waste volume rose 6.4%. Construction and demolition waste volume declined 38.2% compared with 45.2% growth a year earlier.

Republic Posts Growth Across Collection LinesCollection revenues increased to $3.04 billion from $2.84 billion a year earlier. Small-container revenues rose to $1.38 billion from $1.27 billion, while large-container revenues advanced to $859 million from $797 million. Residential revenues increased to $782 million from $754 million.

Landfill revenues, net of intercompany activity, remained unchanged at $516 million. Transfer revenues, net, increased to $242 million from $224 million.

Environmental Solutions revenues, net, climbed to $529 million from $433 million, while recycling processing and commodity sales increased to $122 million from $107 million. Average recycled commodity prices rose $16 year over year to $142 per ton.

RSG's Environmental Solutions Margin ImprovesAdjusted EBITDA increased to $1.45 billion from $1.38 billion a year earlier. Recycling & Waste adjusted EBITDA rose to $1.32 billion from $1.29 billion, although the segment's margin declined to 32.6% from 34.2%.

Environmental Solutions adjusted EBITDA increased year over year to $134 million from $91 million. The segment's adjusted EBITDA margin expanded 440 basis points to 25.4%, reflecting improved profitability despite softer consolidated margins.

Operating costs increased year over year to $2.66 billion from $2.46 billion but declined to 58.4% of revenues from 58.5%. Fuel costs climbed to $180 million from $120 million, while transportation and subcontract costs increased to $363 million from $302 million.

Selling, general and administrative expenses rose year over year to $447 million from $422 million. However, these expenses declined to 9.8% of revenues from 10%.

Republic Generates Strong Cash Flow & Returns CapitalCash provided by operating activities increased to $3.52 billion in the first nine months of 2026 from $3.32 billion a year earlier. The adjusted free cash flow rose to $2.28 billion from $2.19 billion.

Republic invested $1.12 billion in acquisitions during the first nine months and returned $1.43 billion to shareholders, including $848 million in share repurchases and $577 million in dividends.

The company also authorized a $5-billion share repurchase program covering 2027 through 2029. Additionally, its board declared a quarterly dividend of 67 cents per share, payable Jan. 15, 2027.

RSG Strengthens Financial PositionRepublic reported third-quarter net income of $592 million, up from $550 million a year earlier. GAAP earnings increased 9.7% to $1.93 per share from $1.76.

Operating income increased to $921 million from $836 million, while interest expenses rose to $157 million from $143 million.

Republic ended September with $92 million in cash and cash equivalents compared with $76 million at the end of 2025. Long-term debt, excluding current maturities, stood at $14.01 billion compared with $12.99 billion at the end of 2025.

RSG Raises 2026 Financial GuidanceRepublic increased its 2026 revenue outlook to $17.43-$17.48 billion from the previous quarter’s view of $17.2-$17.3 billion. The Zacks Consensus Estimate is pinned at $17.29 billion.

Adjusted EBITDA is projected at $5.55-$5.58 billion, reflecting management's confidence in business performance.

The company also raised its adjusted free cash flow guidance to $2.57-$2.59 billion. Operating cash flow is anticipated between $4.51 billion and $4.57 billion.

Management highlighted disciplined pricing, effective cost management and strategic investments as key priorities. The updated outlook assumes current economic conditions without significant changes in the broader economy during the remainder of 2026.

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

Earnings SnapshotADP (ADP - Free Report) reported impressive first-quarter fiscal 2027 results.

ADP’s adjusted earnings of $2.83 per share beat the Zacks Consensus Estimate of $2.78 by 1.8%. The figure increased 14% from the year-ago quarter’s actual.

Revenues of $5.49 billion surpassed the consensus mark of $5.47 billion by 0.4% and rose 6% year over year.

Waste Management (WM - Free Report) posted mixed third-quarter 2026 results.

Adjusted earnings of $2.15 per share lagged the Zacks Consensus Estimate of $2.18 by 1.4%. The reported figure increased 8.6% from the year-ago quarter's $1.98.

Revenues rose 6.3% year over year to $6.85 billion, surpassing the consensus estimate of $6.8 billion by 0.7%.

Key Takeaways ADM leverages varied operations and oilseed capacity expansion, while INGR focuses on specialty ingredients.ADM's Q2 revenues rose 7.2%, with operating profit up 75%, while INGR saw 1% sales growth and margin pressure.ADM trades at a forward P/E of 13.71X versus INGR's 8.35X, reflecting differing earnings outlooks. The global agricultural processing and food ingredients industry is witnessing intensifying competition as companies seek to strengthen their market positions through scale, innovation, diversified product portfolios and higher-value offerings. Two prominent players, Archer Daniels Midland Company (ADM - Free Report) and Ingredion Incorporated (INGR - Free Report) , compete across key segments of the agricultural processing and ingredients market, albeit with distinct business models and competitive advantages.

ADM commands a broader presence across the global agricultural value chain, leveraging its extensive grain origination, commodity trading, oilseed processing and logistics network, alongside its carbohydrate solutions and nutrition businesses. In contrast, Ingredion maintains a more specialized position in starches, sweeteners and value-added ingredient solutions, serving food, beverage and industrial customers worldwide.

While ADM's scale and vertically integrated operations provide significant competitive reach, Ingredion's focus on specialty ingredients, product innovation and customer-specific formulations supports its market differentiation.

With both companies pursuing growth opportunities in an evolving industry, which is better-positioned to strengthen market share and deliver sustainable long-term growth?

The Case for ADMArcher Daniels holds a formidable position in the global agricultural processing and food ingredients industry, supported by its extensive origination, trading, processing and distribution network. Its diversified portfolio spans Ag Services and Oilseeds, Carbohydrate Solutions and Nutrition, serving food manufacturers, beverage producers, livestock operators and renewable fuel customers.

ADM's growth strategy emphasizes expanding processing capacity, optimizing its asset footprint and accelerating higher-margin ingredient innovation. Global oilseed processing volumes increased nearly 5% in second-quarter 2026. Management identified four U.S. crushing facilities for initial capacity expansion, targeting capital-efficient growth.

Meanwhile, Nutrition is capitalizing on clean-label trends, natural colors and precision fermentation. Flavors revenues in the Asia-Pacific are growing approximately 20%, supported by local customer demand. Digitalization, automation and supply-chain efficiencies further strengthen operational competitiveness.

Financial performance underscores ADM's improving earnings momentum. Second-quarter 2026 revenues increased 7.2% year over year to $22.68 billion, while adjusted earnings reached $1.84 per share. Total segment operating profit surged 75% to $1.45 billion, driven by stronger crushing margins, ethanol profitability and Nutrition recovery. Management raised its 2026 adjusted earnings guidance to $5.15-$5.60 per share, reinforcing confidence in sustained operational improvement.

The Case for INGRIngredion maintains a competitive position in the global specialty ingredients industry, focusing on starches, sweeteners, texturants and health-focused solutions. Its portfolio serves food and beverage manufacturers, private-label producers, emerging brands and industrial customers. Ingredion's specialized capabilities support its positioning in clean-label ingredients, sugar reduction and protein fortification. However, its narrower agricultural processing exposure and recent operational challenges constrain its competitive standing relative to diversified industry leaders.

Ingredion's growth strategy prioritizes higher-margin Texture & Healthful Solutions, which recorded 7% volume growth in second-quarter 2026. Its AI-powered Ask Ingredion platform supports customer formulation and product innovation. Meanwhile, the proposed Tate & Lyle acquisition could strengthen its global ingredients position, adding $2.7 billion in revenues. However, elevated tapioca costs, exceeding 40% since January, and softer food and beverage demand present near-term challenges.

Financial performance reflects these pressures. Second-quarter 2026 revenues increased just 1% to $1.85 billion, while adjusted operating income declined 5% to $258 million. Operational disruptions at Argo and currency-related pressures in Mexico further weighed on profitability. Management expects 2026 adjusted earnings of $10.30-$10.90 per share, suggesting limited near-term earnings momentum despite ongoing portfolio transformation.

How Do Estimates Compare for ADM & INGR?The Zacks Consensus Estimate for Archer Daniels’ 2026 and 2027 EPS suggests year-over-year growth of 62.1% and 0.5%, respectively. The consensus estimate for 2026 and 2027 EPS has moved up 0.5% and 0.4%, respectively, in the past seven days.

ADM’s Estimate Revision Trend
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Ingredion's 2026 EPS suggests a year-over-year decline of 4.6%, while the estimate for 2027 EPS indicates growth of 9.5%. The consensus estimate for 2026 and 2027 EPS has edged down 1.3% and 0.7%, respectively, in the past seven days.

INGR’s Estimate Revision Trend
Image Source: Zacks Investment Research

Price Performance & Valuation of ADM & INGROver the past year, Archer Daniels Midland has significantly outperformed Ingredion in terms of stock price performance, delivering a robust return of 26.3%, in stark contrast to INGR’s 17.1% decline.

Image Source: Zacks Investment Research

The divergence highlights stronger investor confidence in ADM’s diversified business model and improving earnings outlook, while Ingredion’s operational challenges and margin pressures appear to have weighed on market sentiment.

From a valuation standpoint, ADM trades at a forward 12-month price-to-earnings (P/E) multiple of 13.71X, notably higher than INGR’s 8.35X. This valuation premium suggests investors are willing to pay more for ADM’s earnings prospects, while Ingredion’s relatively discounted valuation reflects a more cautious market assessment of its growth potential and near-term operational challenges.

Image Source: Zacks Investment Research

ADM or INGR: Which Stock Offers Better Value for Investors?Archer Daniels appears to be the stronger investment choice, supported by superior stock price performance, improving growth prospects and favorable earnings estimate revisions. Its diversified operations, expanding oilseed processing capacity and growing Nutrition business provide multiple avenues for sustained earnings growth. Stronger biofuel margins and disciplined operational execution further reinforce its competitive advantage.

Upward revisions to ADM's earnings estimates signal improving analyst confidence, contrasting with downward revisions for Ingredion. Although INGR's specialty ingredients portfolio and proposed Tate & Lyle acquisition offer long-term opportunities, operational disruptions, cost inflation and near-term profitability pressures remain concerning.

While ADM trades at a higher forward earnings multiple, the premium appears justified by its stronger earnings momentum, improving fundamentals and investor confidence. Consequently, ADM emerges as the more compelling investment option at present. ADM currently carries a Zacks Rank #2 (Buy), while INGR has a Zacks Rank #4 (Sell).

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

Roblox's earnings just triggered a sell-off that rippled far beyond shareholders of the stock itself, and the investors feeling it most may not even know they own a single share.

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

Shares of Roblox (NYSE:RBLX | RBLX Price Prediction) fell 15.48% in Friday’s session and traded at $44.34 as of 9:45 AM ET on Oct. 30, 2026. The drop continues a 17.83% one-week decline and leaves the stock down 45.28% year to date. If you own Roblox through ETFs, how much this hurts depends on which funds you hold and how heavily they weight the stock.

Earnings Report Set Off the Sell-Off
The selling followed Roblox’s third-quarter earnings report, released after the close on Oct. 29, 2026. Barron’s linked the decline directly to the results after earnings. GAAP EPS of -$0.32 beat the -$0.4229 consensus. Revenue of $1.572 billion missed expectations of $1.62 billion, even though it grew 15.62% year over year.

The operating metrics did more damage. Bookings of $1.697 billion fell 12% from a year earlier. Daily active users dropped 9%, hours engaged fell 15% and monthly unique payers declined 16%. On the call, CFO Naveen Chopra said, “As expected, monetization headwinds did continue in the quarter, particularly with younger cohorts in the US.”

The outlook added pressure. Management guided fourth-quarter bookings to $1.89 billion to $2.00 billion, which would be a decline of 10% to 15% year over year. It also expects free cash flow of $(190) million to $(105) million, since $380 million of capital spending lands in the fourth quarter. The company built in a modest drag from the GTA release, and Chopra noted that “there really is not a lot of data or analogous releases by which to try to estimate the impact.”

Funds With the Biggest Roblox Exposure
The table below lists the most recent reported weights. It estimates each fund’s loss from today’s move as the reported weight multiplied by the stock’s same-session decline. Weights change as prices move and managers trade, so treat these figures as approximations.

ETF
RBLX Weight
As Of
Est. Loss From Today’s Move

VanEck Video Gaming and eSports ETF (NASDAQ:ESPO)
7.01%
June 30, 2026
About 1.09 percentage points

ARK Innovation ETF (NYSEARCA:ARKK)
2.39%
July 31, 2026
About 0.37 percentage points

The VanEck Video Gaming and eSports ETF feels the most direct hit. Roblox was one of its largest positions, worth $16.74 million out of roughly $238.75 million in net assets. It sat beside Tencent at 7.09% and Nintendo at 6.38%. When a single holding makes up about one-fourteenth of a fund, a double-digit drop in that stock moves the fund’s share price on its own.

The ARK Innovation ETF held 3,737,558 shares, valued at $133.06 million against $5.56 billion in net assets. ARK Investment Management increased its total position by about 9.7% in the June quarter, to 6,465,890 shares.

Large-cap growth funds have much less exposure. Roblox did not appear among the top disclosed holdings of the Vanguard Growth ETF (NYSEARCA:VUG) as of June 5, 2026. That fund’s single largest position was 13.3% of net assets. With a market value of about $29.7 billion, Roblox is likely a small fraction of a cap-weighted total-market index, so a core index fund would feel far less of today’s drop.

Overlap Risk Retirement Savers Can Miss
Trouble starts when funds are stacked. Someone holding a broad core fund, a growth fund, a gaming ETF and an innovation fund owns Roblox four times, and the combined exposure never appears on a single statement. Fund prospectuses describe the danger for concentrated products: “changes in the market value of a single investment could cause greater fluctuations in Share price than would occur in a diversified fund.”

Several risks could keep Roblox volatile. They include legal settlement expenses linked to youth-safety matters ($140 million year to date), a total stockholders’ deficit of $(27) million and continued regulatory scrutiny in Australia and Indonesia.

Key Dates Ahead for Roblox Holders
Management plans a broader U.S. release of its Build creation tool in December. The first phase of Roblox Everywhere is targeted for the first half of 2027. With about $2.4 billion left on its buyback authorization, the company has room to support the stock. ETF holders should keep an eye on the stock and on the next round of fund holdings disclosures, which will show whether gaming and innovation managers cut their stakes after the earnings report.

Contact [email protected] for any questions or corrections.

The prospects of the Zacks Mining - Non Ferrous industry remain challenged amid the current volatility in metal prices. Industry players also grapple with inflated costs, labor shortages and supply-chain issues. However, the demand for non-ferrous metals is expected to be supported by the energy-transition trend, which should buoy the industry.

Against this backdrop, we suggest keeping an eye on companies like Southern Copper Corporation (SCCO - Free Report) , Freeport-McMoRan Inc. (FCX - Free Report) , First Quantum Minerals (FQVLF - Free Report) , Lundin Mining (LUNMF - Free Report) and Centrus Energy (LEU - Free Report) . These companies are poised to gain from their endeavors to build reserves and control costs while investing in technology and improving production efficiency.

About the Industry
The Zacks Mining - Non Ferrous industry comprises companies that produce non-ferrous metals, including copper, gold, silver, cobalt, molybdenum, zinc, aluminum and uranium. These metals are used by various industries, including aerospace, automotive, packaging, construction, machinery, electronics, transportation, jewelry, chemical and nuclear energy. Mining is a long, complex and capital-intensive process. The actual mining operations are preceded by significant exploration and development to evaluate the size of the deposit. The process is followed by the assessment of ways to extract and process the ores efficiently, safely and responsibly. Miners seek opportunities to grow their reserves and resources through targeted near-mine exploration and business development. They strive to upgrade and improve the quality of their existing assets internally and through acquisitions.

What's Shaping the Future of the Mining - Non Ferrous Industry?
Recent Dip in Metal Prices Raises Concerns: Copper futures slipped toward $6.50 per pound for a second consecutive session, pressured by a selloff in technology and AI stocks following disappointing earnings updates. Concerns over persistent inflation and a potential Fed rate hike also weighed on sentiment. However, tightening physical supplies in China and rising import premiums offered some support. Gold has slipped below $4,000 per ounce as persistent inflation and resilient economic growth in the United States fueled expectations of a potential Federal Reserve rate hike later this year. Silver prices have also declined below $51 an ounce, sinking to the lowest since November 2025. Gold is on track to decline nearly 4% in October, and silver is set to drop 15%, with both metals headed for a second consecutive monthly loss. Meanwhile, uranium prices remained near six-month highs at around $90 per pound, supported by supply concerns following delays at Kazatomprom's sulphuric acid plant and rising demand as major economies expand nuclear power investments.

Labor Shortages and Rising Costs Pressure Margins: The industry has been facing a shortage of skilled workforce lately, which has hiked wages. Labor-related disputes can be damaging to production and revenues. Industry players are grappling with escalating production costs, including electricity, water and materials, as well as higher freight expenses and supply-chain issues. Since the industry cannot control the prices of its products, it focuses on improving the sales volume, increasing the operating cash flow and lowering unit net cash costs. Industry participants are opting for alternate energy sources to minimize fuel-price volatility and secure supply. Miners are now committed to cost-reduction strategies and digital innovation to drive operating efficiencies.

 Strong Demand to Support the Industry: The demand for non-ferrous metals is expected to remain high in the future, given their wide use in primary sectors, including transportation, electricity, construction, telecommunication, energy and information technology. The surging demand for electric vehicles and renewable energy is expected to be a significant growth driver for metals like copper and nickel in the years to come. The overhauling and upgrading of the nation’s infrastructure and promoting green policies per the U.S. Infrastructure Investment and Jobs Act will also require a huge amount of non-ferrous metals.

Zacks Industry Rank Indicates Bleak Prospects
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dull prospects for the near term. The Zacks Mining - Non Ferrous industry, a nine-stock group within the broader Zacks Basic Materials Sector, currently carries a Zacks Industry Rank #188, which places it in the bottom 24% of 247 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

Before we present a few stocks that you may want to consider for your portfolio, let us look at the industry’s recent stock-market performance and its valuation picture.

Industry Versus S&P 500 & Sector
The Zacks Mining- Non Ferrous Industry has outperformed its sector and the Zacks S&P 500 composite over the past 12 months. The stocks in this industry have collectively gained 27.8% in the past year compared with the Zacks Basic Materials sector’s rise of 11.8%. The S&P 500 has risen 12.5% in the said time frame.

One-Year Price Performance

Industry's Current Valuation
Based on the trailing 12-month EV/EBITDA ratio, a commonly used multiple for valuing Mining- Non Ferrous stocks, we see that the industry is currently trading at 13.77X compared with the S&P 500’s 17.76X. The Basic Materials sector’s trailing 12-month EV/EBITDA is 12.37X. This is shown in the charts below.

Enterprise Value/EBITDA (EV/EBITDA) Ratio (TTM)

Enterprise Value/EBITDA (EV/EBITDA) Ratio (TTM)

Over the past three years, the industry has traded as high as 17.84X and as low as 3.95X, the median being 9.56X.

5 Mining - Non Ferrous Stocks to Keep an Eye On
Southern Copper: The company has the largest copper reserve in the industry and operates world-class assets in investment-grade countries, such as Mexico and Peru. SCCO expects to produce 918,000 tons of copper in 2026. Southern Copper expects to take this up to roughly 1.6 million tons by 2035, implying a compound annual growth rate (CAGR) of approximately 5.3% from 2025 levels. To support this growth plan, the company intends to invest more than $15 billion over the next decade in Peru and Mexico. Key growth catalysts include the Tía María, Los Chancas and Michiquillay projects in Peru, along with El Pilar and El Arco in Mexico, all of which underpin SCCO’s long-term expansion pipeline. Given its constant commitment to increasing low-cost production and growth investments, SCCO is well-poised to continue delivering enhanced performance. The company's shares have gained 7.3% in the past six months.

The Zacks Consensus Estimate for the Phoenix, AZ-based company’s fiscal 2026 earnings indicates year-over-year growth of 53.2%. The estimate has moved up 5.5% over the past 60 days. The company has a trailing four-quarter earnings surprise of 5.7%, on average. SCCO has a long-term estimated earnings growth rate of 13.5% and currently carries a Zacks Rank #2 (Buy).

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

Price & Consensus: SCCO

Freeport-McMoRan: The company remains well-positioned for growth, supported by its high-quality copper assets, large reserve base and strong organic expansion opportunities in the United States. Its organic project pipeline contains the Baghdad expansion, Safford/Lone Star expansions and the Kucing Liar project. FCX is also deploying the latest technologies and data analytics in its leaching processes across its North America and South America operations. The company generated 156 million pounds of incremental copper production in the first nine months of 2026. It aims to raise annual production from the current run rate of 220 million pounds to 300 million pounds by 2027, and expects to take it higher in the future. In addition, FCX is leveraging automation, new technologies and analytics to enhance operating efficiencies while lowering costs and capital intensity across existing operations and future projects. The company is also making progress with the ramp-up of the Grasberg Block Cave mine in Indonesia following the mud rush incident in September 2025. FCX shares have gained 12.5% in the past six months.

The Zacks Consensus Estimate for FCX’s earnings for fiscal 2026 indicates year-over-year growth of around 73%. The estimate has moved up 8.1% over the past 60 days. FCX has a trailing four-quarter earnings surprise of 29.6%, on average. It has a long-term estimated earnings growth rate of 36.6%. The Phoenix, AZ-based company currently carries a Zacks Rank of 2.

Price & Consensus: FCX

First Quantum Minerals: The company’s Cobre Panamá mine was placed into a phase of Preservation and Safe Management in November 2023. Following formal approval, the processing of the stockpiled ore at Cobre Panamá commenced in the second quarter of 2026. The company is now focusing towards stabilizing the additional processing configuration and executing the remaining refurbishment and maintenance program required for sustainable two-train operation. It stated there are sufficient stockpiles to support the processing program until mid-2027. Panama’s Interministerial Commission delivered its final report, recommending negotiations to provide a restart of Cobre Panamá to support long-term, orderly, self-financed closure. During the third quarter, the company continued the program to evaluate the new near-surface gold zone occurrences in the South East Dome area at Kansanshi. Test work continues with the pilot plant facility. The company is meanwhile progressing with the Taca Taca copper-gold-molybdenum project in Argentina and is exploring the La Granja and the Haquira copper deposits in Peru. FQVLF shares have gained 2.9% in the past six months.

The Zacks Consensus Estimate for First Quantum Minerals’ fiscal 2026 earnings has moved up 4.5% over the past 90 days. The estimate of 23 cents suggests 2,200% growth from earnings of one cent per share in the year-ago quarter. The company currently carries a Zacks Rank #3 (Hold).

Price & Consensus: FQVLF

Lundin Mining: The company is progressing on its growth strategy, with approval for the construction of an additional ball mill at Chapada, which is key to unlocking the Saúva project. Another important milestone at Vicuña Corp. was reached with the approval of RIGI PEELP status in Argentina, supporting its target of reaching a Stage 1 sanction decision by year-end. Vicuña Corp. is a strategic joint arrangement between Lundin Mining and BHP, established to advance two major copper-gold deposits—Filo del Sol and Josemaria—within the highly prospective Vicuña District along the Chile-Argentina border. In the second quarter of 2026, the company strengthened its ownership in the Vicuña district through the acquisition of an additional 5% interest in Caserones and a 30.9% interest in Los Helados. LUNMF shares have declined 15.7% in the past six months.

The Zacks Consensus Estimate for Vancouver, Canada-based LUNMF’s fiscal 2026 earnings indicates a year-over-year improvement of 65%. The estimate has moved up 5% over the past 60 days. It has a long-term estimated earnings growth rate of 14.8%. LUNMF has a trailing four-quarter earnings surprise of 13.8%, on average.  The company currently carries a Zacks Rank of 3.

Price & Consensus: LUNMF

Centrus Energy: The company currently has a $4.5-billion revenue backlog, which includes long-term sales contracts with major utilities through 2040. Centrus Energy is pioneering the development of a high-performance nuclear fuel component called High-Assay, Low-Enriched Uranium (HALEU). Centrus completed all HALEU production required under its demonstration contract in June 2026. The company also signed the $900 million DOE task order supporting commercial-scale HALEU capacity, with first new capacity expected by 2029. Centrus continues to rebuild U.S. uranium enrichment capacity through a multi-billion-dollar expansion of its Piketon, OH, site and a multi-year centrifuge manufacturing program in Oak Ridge, TN. The company has shipped the first centrifuge, achieving a major milestone.  LEU recently acquired one of its suppliers, Westerman Holdings. This acquisition is expected to lead to lower project costs and greater efficiencies with an integrated supply chain. LEU shares have declined 50% in the past six months.

Headquartered in Bethesda, MD, Centrus is a globally recognized supplier of Low-Enriched Uranium fuel. The Zacks Consensus Estimate for fiscal 2026 earnings has moved up 2.6% over the past 60 days. The estimate indicates year-over-year growth of 13.1%. The company currently carries a Zacks Rank of 3.

Price & Consensus: LEU

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

This site is protected by reCAPTCHA.

Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker DollarCanadian National Railway NYSE: CNI reported higher third-quarter earnings and revenue as volume growth, pricing and productivity improvements helped offset higher costs, while the company reaffirmed its full-year outlook and said it was tracking toward the upper end of its adjusted earnings-per-share guidance range.

Adjusted diluted earnings per share rose 18% year over year to C$2.16, while reported diluted EPS was C$2.00, up 9%. Reported results included C$118 million in non-cash asset impairments tied to the discontinued development of portions of certain technology projects, as well as C$14 million in advisory fees related to industry consolidation.

Get CNI alerts:

3 Boring Infrastructure Stocks That Could Beat the Market in 2026Revenue increased 15% in the quarter, while revenue ton miles, a measure of freight volume, rose 4%. CN said its adjusted operating ratio improved 40 basis points to 61%. Excluding fuel effects, the adjusted operating ratio would have been 60.4%, according to Chief Financial Officer Ghislain Houle.

Leadership transition announced Chief Executive Officer Tracy Robinson opened the call by announcing Houle’s planned retirement after nearly three decades with CN. Houle will remain CFO through Feb. 1, when CN Vice President of Investor Relations and Special Projects Jamie Lockwood will succeed him. Houle will then remain an adviser through the end of March.

3 Stocks To Watch For When Tariffs Subside Robinson credited Houle with building financial discipline at the railroad and said Lockwood brings nearly 20 years of experience across finance, strategy, supply chain and operations.

Productivity and cash flow gains CN said it handled 4% more volume while maintaining network fluidity and improving productivity. Chief Operations Officer Pat Whitehead said locomotive productivity increased 5% and employee productivity improved 7%, marking the seventh consecutive quarter of year-over-year employee-productivity improvement.

The company also reported its best third-quarter accident and injury performance in a decade and record third-quarter fuel efficiency, including its best monthly fuel-efficiency performance in September. Whitehead said the fuel-efficiency improvements generated approximately C$15 million in savings during the quarter.

CN’s Fast Track operating initiative generated approximately C$120 million in realized benefits year to date, up C$20 million from the prior quarter. Whitehead described the program as an ongoing operational discipline rather than a one-time cost-cutting measure.

Free cash flow for the first nine months rose 25% from the prior year to C$2.9 billion, with free-cash-flow conversion reaching 80%. During the quarter, CN repurchased nearly 4 million shares for approximately C$675 million. Its adjusted debt-to-adjusted EBITDA ratio was about 2.6 times at quarter-end, and Houle said CN now expects to reach roughly 2.5 times leverage by year-end, earlier than its previous expectation of 2027.

Commercial growth across several freight categories Chief Commercial Officer Janet Drysdale said CN’s commercial teams generated approximately C$300 million in new revenue so far this year through business-development efforts. Same-store pricing remained ahead of rail-cost inflation, though the benefit was partly offset by freight mix and lower regulated-grain pricing.

Grain and fertilizer revenue ton miles increased 12%, supported by record crop production and export demand. Petroleum and chemicals RTMs increased 5%, driven by refined-product shipments and higher crude volumes to the U.S. Gulf Coast. Metals and minerals growth reflected higher long-haul steel movements in Canada as well as increased scrap iron and aluminum shipments.

Automotive results benefited from share gains and a shift toward longer-haul import traffic. Coal RTMs declined because of production challenges affecting West Coast traffic, while forest-products volumes remained pressured by market conditions. Domestic intermodal volumes were disrupted by wildfires, while overseas intermodal was affected by the de-marketing of certain shipments and weather-related supply-chain disruptions in Asia.

For the fourth quarter, CN expects petroleum and chemicals to benefit from new crude traffic, expanded fractionation capacity, and continued growth in natural gas liquids and refined products. The company expects domestic intermodal performance to strengthen, though overseas intermodal volumes are expected to remain below prior-year levels.

Capacity, Mexico opportunity and outlook Robinson said CN has completed much of the heavy investment needed to support future growth and can add volume without a proportional increase in capital spending or resources. Whitehead said CN has more than 200 locomotives in storage and available capacity across the network, including in Western Canada.

Management highlighted long-term growth opportunities tied to LNG Canada Phase II, Coastal GasLink, natural gas liquids, frac sand, and industrial-resource investment in Canada. CN also said its pending agreement with Union Pacific Railroad would extend its reach into Mexico and allow it to pursue a greater share of the roughly US$45 billion in annual Canada-Mexico trade.

CN reaffirmed guidance for mid- to high-single-digit growth in adjusted diluted EPS for 2026, based on low-single-digit RTM growth, and expects capital investment of approximately C$2.8 billion, net of customer reimbursements.

In response to questions, Drysdale said the planned change in Elk Valley Resources traffic routing is expected to reduce CN’s 2027 EPS by about C$0.03. She said the commercial team is focused on replacing those contribution dollars with other opportunities.

Robinson said CN expects to continue pursuing productivity and commercial gains through economic cycles, targeting “high single-digit, low double-digit” EPS growth over time. However, she noted the company faces tougher comparisons from record grain volumes and remains exposed to broader economic and trade conditions.

About Canadian National Railway (NYSE:CNI)Canadian National Railway Company NYSE: CNI is a transportation and logistics company that operates a major freight railway network across Canada and the United States. The company provides rail, intermodal and related transportation services for shippers, connecting production and consumption centers with ports and distribution hubs.

CN transports a broad range of commodities and manufactured goods, including petroleum and chemicals, grain and fertilizers, forest products, metals and minerals, coal, automotive products and consumer goods.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Canadian National Railway Right Now?Before you consider Canadian National Railway, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Canadian National Railway wasn't on the list.

While Canadian National Railway currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Why Rising Rates Could Break the Bull Market Before AI Spending Can Save ItCameco NYSE: CCJ said its third-quarter and nine-month 2026 results declined from a year earlier as expected, reflecting a longer planned maintenance outage at the Key Lake mill, lower production volumes and higher costs, while management emphasized what it sees as strengthening long-term nuclear fuel and reactor-market fundamentals.

Get Cameco alerts:

Chief Executive Officer Tim Gitzel said the Key Lake outage included larger projects intended to support the mill’s operating flexibility and long-term sustainability. The maintenance work reduced uranium production during the quarter and year to date and contributed to higher costs in the quarter. He also cited ongoing global inflation pressures, including pressure on some reagents and operating inputs.

Powering the AI Boom: Uranium’s $95 SparkIn response to an analyst question, Gitzel said the cost increase did not reflect changes in ore grades or reserves. A company representative added that the lower quarterly output was tied to the planned Key Lake modernization outage rather than mine-side issues.

Updated 2026 Guidance and Dividend
As the company approaches year-end, Cameco narrowed its uranium production outlook for its share of output from Cigar Lake and McArthur River/Key Lake to between 19.5 million and 20.5 million pounds. It also tightened expected annual uranium deliveries to a range of 29.5 million to 30.5 million pounds.

A Westinghouse IPO Could Reset the Nuclear Stock ConversationThe operational changes were accompanied by adjustments to financial guidance, including higher direct administration costs and higher average unit costs of sales. Cameco also reduced its expected 2026 capital expenditures because some mining and fuel-services projects and work were pushed beyond the calendar year.

Gitzel said year-over-year financial comparisons were also affected by a significant payment Westinghouse received in 2025 related to the Korean Dukovany nuclear project in the Czech Republic.

Cameco’s board declared an annual 2026 dividend of CAD 0.24 per common share, matching the dividend paid in 2025. The company had previously outlined a three-year plan to double its CAD 0.12 dividend from 2023 by 2026, but reached that level a year earlier.

Management Cites Nuclear Demand and Supply Constraints
Gitzel said recent volatility in nuclear-related equities should not be confused with a deterioration in nuclear-industry fundamentals. He said the company’s outlook is based on the existing reactor fleet, utility fuel needs, constrained Western fuel-cycle capacity, energy-security priorities and the need to replace declining and geopolitically constrained supply.

While management sees artificial intelligence and data centers as a potential source of additional electricity demand, Gitzel said those opportunities are not foundational assumptions in Cameco’s strategy. He noted that data centers under construction will require power sooner than most large new reactors can be built, meaning some near-term electricity demand will be met by other sources, grid upgrades, nuclear uprates and plant-life extensions.

The company said its platform includes uranium mining and milling, refining, conversion and fuel fabrication, an investment in Global Laser Enrichment, and a stake in Westinghouse. Gitzel said Cameco’s strategy is to make production and capital decisions based on customer contracts, market signals and full-cycle returns rather than forecasts alone.

President and Chief Operating Officer Grant Isaac said uranium contracting remains below replacement-rate demand, meaning utilities collectively have not been purchasing enough long-term uranium to replace annual consumption under expiring contracts. He said the market has been drawing down inventories and that Cameco is pursuing new contracts selectively.

According to Isaac, Cameco is seeing contract floors in the mid-to-high $70s per pound, escalated, and ceilings reaching $160 per pound, escalated. For the portion of contracts the company is willing to fix, he said prices are in the triple digits in U.S. dollars on an escalated basis. He said the company would not pursue sales volume at the expense of value.

Supply Discipline and Fuel-Cycle Investment
Isaac said Cameco believes uranium prices need to rise further to support additional supply. He noted that the company remains below its full licensed production capacity and does not plan to operate McArthur River/Key Lake at full capacity. Rabbit Lake and the company’s U.S. mines remain in care and maintenance.

He said the industry faces depletion at established assets, project delays, budget pressures and uncertainty around whether prospective producers can meet their proposed timelines. However, Isaac said he was not predicting a uranium shortage that would derail nuclear expansion. Instead, he said more replacement-rate contracting would support production-economic pricing and a healthier contracting cycle.

On conversion, Isaac described the business as technically difficult and capital-intensive, saying expansion decisions require policy certainty, market-access certainty and long-term customer contracts. He said Western conversion investment could be undermined if Russian enrichment-related material were again broadly available in Western markets.

Westinghouse and Executive Transition
Management also pointed to nuclear new-build activity as a potential longer-term growth avenue for Westinghouse. Isaac said U.S. government efforts involving financing, supply-chain support, site development and long-lead procurement were positive indicators for gigawatt-scale reactor construction. He said long-lead items can include reactor pressure vessels, steam generators, reactor coolant pumps, instrumentation and control modules, structural module plates and steelwork.

Gitzel said Korean engineering, construction and manufacturing capabilities could complement Westinghouse’s AP1000 technology as nuclear projects advance, though definitive agreements, site planning, financing, risk allocation and procurement remain necessary.

The company also announced that Chief Financial Officer Heidi Shockey plans to retire at the end of the first quarter of 2027 after more than 20 years with Cameco. Shockey will become executive advisor in finance on Jan. 1, 2027, until her retirement on March 31. Vice President and Treasurer Leah Hipperson will become senior vice president and CFO on Jan. 1, while Senior Director of Tax and Treasury Jill Johnson will become vice president and treasurer.

About Cameco (NYSE:CCJ)Cameco Corporation is a Canadian uranium company that explores for, mines, processes and supplies uranium used to generate nuclear power. The company produces uranium concentrates, commonly known as yellowcake, which are sold to nuclear utilities and other customers for conversion into nuclear fuel.

Cameco's principal mining operations are located in northern Saskatchewan, including the McArthur River and Cigar Lake mines. It also operates the Key Lake uranium mill and has interests in uranium assets in Kazakhstan through the Inkai joint venture.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Cameco Right Now?Before you consider Cameco, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Cameco wasn't on the list.

While Cameco currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

From a big picture point of view, traders are worried that AI is a bubble that will burst and put major pressure on all markets, including gold.

Treasury yields moved lower as demand for safe-haven U.S. Treasuries increased. The yield of 2-year treasuries declined towards the 4.58% level, while the yield of 10-year Treasuries pulled back towards 4.93%. Not surprisingly, the pullback in Treasury yields had no impact on gold markets as traders were focused on the major pullback in U.S. equity markets.

U.S. dollar gained some ground against a broad basket of currencies, supported by safe-haven buying. Usually, stronger dollar is bearish for dollar-denominated commodities as it makes them more expensive for buyers who have other currencies. However, strong dollar did not serve as a material catalyst for gold today.

Currently, gold is trying to settle below the support level at $3890 – $3910. In case this attempt is successful, gold will head towards the next support, which is located in the $3780 – $3800 range. RSI has just moved into oversold territory, but there is enough room to gain additional downside momentum in the near term.

Silver Dives 6% As Gold/Silver Ratio Moves Above 79

, /PRNewswire/ -- National trial law firm Hagens Berman alerts investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a securities class action has been filed, and reminds investors that they have until November 10, 2026, to seek appointment as lead plaintiff.

If you purchased or acquired FuelCell securities during the Class Period and suffered significant financial losses, submit your losses now. 

Key Details

Class Period: June 24, 2026 – Sept. 1, 2026Lead Plaintiff Deadline: Nov. 10, 2026Visit: www.hbsslaw.com/fcel  Direct Contact Email: [email protected] Firm Telephone: 844-916-0895Video: https://youtu.be/GlhunVARgjoWhat is the FuelCell Securities Class Action About?

The lawsuit focuses on whether FuelCell Energy and certain top executives—including CEO Jason B. Few and CFO Michael S. Bishop—violated the Securities Exchange Act of 1934 by making materially false and misleading statements regarding the company's manufacturing capacity, production economics, and a major commercial agreement.

Specifically, the action alleges that throughout the Class Period, defendants touted a high-profile Capital Equipment Purchase Agreement (CEPA) announced on June 24, 2026, under which FuelCell agreed to supply carbonate fuel cell block systems for up to 380 megawatts (MW) of clean, baseload on-site power for data centers to Fit Energy USA LP (beginning with an initial 30 MW phase). Concurrently, FuelCell capitalized on the market enthusiasm by completing a massive underwritten public offering of over 12 million shares of common stock at $21 per share, raising roughly $245.5 million in net proceeds.

However, the complaint alleges that defendants failed to disclose critical operational realities to investors:

That FuelCell's actual manufacturing capacity was wholly inadequate to generate the production rates required under the Fit Energy CEPA;That the lagging production volume meant product costs and manufacturing overhead heavily exceeded the contractual pricing, locking the company into severe gross losses; andThat the company was tracking multi-million-dollar charges and inventory commitments tied to Phase 0 of the agreement that would decimate its quarterly profitability.The truth emerged before the market opened on September 2, 2026, when FuelCell reported its fiscal third-quarter 2026 financial results. The company revealed a staggering net loss of $45.3 million and a massive jump in gross losses—driven by $17 million in charges recorded for Phase 0 of the Fit Energy CEPA because current product costs and overhead exceeded contract pricing.

Following these disclosures, the price of FuelCell stock plummeted nearly 16% in a single trading session, severely damaging shareholders.

What Can FuelCell Investors Do?

If you purchased FCEL securities between June 24, 2026, and September 1, 2026, you may be eligible to participate in the lawsuit as a lead plaintiff.

The Private Securities Litigation Reform Act of 1995 permits any investor who suffered financial losses to seek appointment as lead plaintiff. You do not need to sell your shares to join the class action.

Click Here To Submit Your Losses Click Here to Discuss Your Legal Rights: Contact Hagens Berman attorneys to learn more about the case, the lead plaintiff timeline, and your options."We're focused on whether FuelCell may have misled investors about its manufacturing capabilities, as the suit alleges," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the claims in the pending suit.

Whistleblowers: Persons with non-public information regarding FuelCell should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

Key Takeaways Coty's Q1 revenues are expected to decline 2.9% to $1.5B, while EPS is projected to remain flat at 12 cents.COTY may face weakness across Prestige and Consumer Beauty amid selective consumer spending and competition.Coty's profitability may face pressure from lower shipment volumes, inventory costs and tariffs. Coty Inc. (COTY - Free Report) is likely to register a decline in the top line when it reports first-quarter fiscal 2027 earnings on Nov. 4. The Zacks Consensus Estimate for revenues is pegged at $1.5 billion, indicating a decrease of 2.9% from the prior-year reported figure.

The consensus mark for earnings has remained unchanged at 12 cents per share over the past 30 days, in line with the prior-year reported figure. COTY delivered a trailing four-quarter negative earnings surprise of 47.4%, on average.

Things to Know About COTY’s Upcoming ResultsCoty is likely to have witnessed pressured top-line performance in the fiscal first quarter, reflecting continued challenges across its Prestige and Consumer Beauty businesses. On its fiscal fourth-quarter earnings call, management guided for like-for-like revenues to decline a low-to-mid-single-digit percentage in the fiscal first quarter. The timing of customer orders and unfavorable year-over-year comparisons might have contributed to the weakness in sales. Our model suggests like-for-like revenues to slip 2.7% in the first quarter of fiscal 2027.

The operating environment is likely to have remained mixed during the quarter. While consumer demand for fragrances and cosmetics has remained resilient, increasingly selective spending and intense competition might have constrained Coty's performance. In Prestige, innovation across BOSS Bottled Beyond, Calvin Klein Euphoria Elixirs and Marc Jacobs Beauty makeup, alongside expanded Sephora distribution, is likely to have provided some support. However, continued weakness across smaller fragrance lines might have limited growth.

Consumer Beauty is likely to have remained challenged, although improving trends across Sally Hansen, CoverGirl and Rimmel might have provided some relief. Coty's Color the Future initiative, emphasizing focused product innovation, stronger marketing support and streamlined assortments, is likely to have aided execution. Meanwhile, increased consumer engagement, AI-enabled content capabilities and more targeted brand investments might have supported efforts to improve retail performance.

On the margin front, Coty anticipates adjusted gross margin to decline 50-100 basis points year over year in the fiscal first quarter. Lower shipment volumes, unfavorable cost absorption, elevated inventory-related expenses and tariff pressures are likely to have weighed on profitability. However, productivity savings, procurement efficiencies and tighter cost controls under the Coty.Curated framework might have partially offset these headwinds. Management projects a low-teens percentage decline in adjusted EBITDA.

Earnings Whispers for COTY StockOur proven model does not predict an earnings beat for Coty this time. 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 not the case here.

Coty has a Zacks Rank #4 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

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

BJ’s Wholesale Club Holdings, Inc. (BJ - Free Report) has an Earnings ESP of +2.54% and currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for BJ’s Wholesale Club’s upcoming quarter’s earnings per share is pegged at 1.22 cents, implying 5.2% year-over-year growth. The consensus estimate for BJ’s Wholesale Club’s quarterly revenues is pegged at $5.9 billion, which indicates an increase of 11.1% from the figure reported in the prior-year quarter. BJ has a trailing four-quarter earnings surprise of 4.8%, on average.

Sysco Corporation (SYY - Free Report) currently has an Earnings ESP of +2.46% and a Zacks Rank of 3. The Zacks Consensus Estimate for Sysco’s upcoming quarter’s earnings per share is pegged at $1.17, which implies a 1.7% increase year over year.

The consensus estimate for Sysco’s quarterly revenues is pegged at $22.2 billion, which indicates a surge of 4.9% from the figure reported in the prior-year quarter. SYY delivered a trailing four-quarter earnings surprise of around 1%, on average.

General Mills, Inc. (GIS - Free Report) currently has an Earnings ESP of +0.26% and a Zacks Rank of 3. The Zacks Consensus Estimate for General Mills’ upcoming quarter’s EPS is pegged at 96 cents, implying a 12.7% year-over-year decrease.

The Zacks Consensus Estimate for quarterly revenues is pegged at $4.7 billion, which indicates a decrease of 2.8% from the figure reported in the prior-year quarter. GIS has a trailing four-quarter earnings surprise of 3.6%, on average.

NEW YORK--(BUSINESS WIRE)--Chimera Investment Corporation (NYSE: CIM) today announced the closing of its inaugural HomeXpress securitization backed by residential non-qualified mortgage (“NQM”) loans. The transaction, issued as PRISM 2026-HX1, is the first under Prism, Chimera's newly-established conduit for residential mortgage loans acquired from its residential mortgage origination subsidiary, HomeXpress Mortgage Corp. (“HomeXpress”), as well as third parties. PRISM 2026-HX1 is collateralize.

Rivian Automotive shares RIVN rose on Friday after the electric vehicle maker reported better-than-expected third-quarter results and raised its full-year delivery guidance. Analysts highlighted the R2 electric SUV, improving production prospects, and the company's autonomous driving technology as potential growth drivers.

Key Takeaways BP, XOM, COP and E offer low-beta exposure amid market volatility.ExxonMobil and ConocoPhillips benefit from elevated crude prices.BP's upstream expansion and Eni's LNG growth support long-term prospects. Uncertainty and fear continue to dominate the stock market as oil prices remain high amid Middle East tensions. Investors are also closely watching the upcoming U.S. midterm elections to assess how the results could influence stock market performance. With the market expected to remain highly volatile, it is advisable for investors to increase their allocation to low-beta stocks. Companies that seem good bets now are BP plc (BP - Free Report) , ExxonMobil Holdings Corporation (XOM - Free Report) , ConocoPhillips (COP - Free Report) and Eni S.p.A. (E - Free Report) .

What Does Beta of a Stock Measure?Beta measures the volatility or risk of a particular asset compared to the market. In other words, beta measures the extent of a security’s price movement relative to the market. In this article, we are considering the S&P 500 as the market.

If a stock has a beta of 1, then the price of the stock will move with the market. So, the stock is more volatile than the market if its beta is more than 1. In the same way, the stock is not as volatile as the market if its beta is less than 1.

For example, if the market offers a return of 20%, a stock with a beta of 3 will return 60%, which is overwhelming. Similarly, when the market slips 20%, the stock will sink 60%, which is devastating.

Screening Criteria Using Research Wizard:We have taken a beta between 0 and 0.6 as our prime criterion for screening stocks that are less volatile than the market. However, this should not be the only factor to be considered while selecting a winning strategy. We need to take into account other parameters that can add value to the portfolio.

Percentage Change in Price in the Last 4 Weeks Greater Than Zero: This ensures that the stocks saw positive price movement over the last month.

Average 20-Day Volume Greater Than 50,000: A substantial trading volume ensures that the stocks are easily tradable.

Price Greater Than or Equal to $5: They must all be trading at a minimum of $5 or higher.

Zacks Rank Equal to 1 (Strong Buy): Zacks Rank #1 stocks indicate that they will significantly outperform the broader U.S. equity market over the next one to three months. You can see the complete list of today’s Zacks #1 Rank stocks here.

Here are four of the 29 stocks that qualified:

BP

BP's upstream portfolio offers long-term growth potential, supported by its focus on developing oil and gas resources across key markets. The ramp-up of major projects and increased production from its U.S. onshore operations highlight its ability to strengthen underlying output. Moreover, BP's efforts to advance exploration and development opportunities in Trinidad and Tobago, Venezuela and the Gulf of America could expand its production base, improve future earnings potential and support long-term cash generation.  

ExxonMobil

West Texas Intermediate (“WTI”) crude is trading at more than $100 per barrel. The high prices are being driven by intensifying conflicts in the Middle East. The U.S. Energy Information Administration in its latest short-term energy outlook projected WTI at $88.21 per barrel for this year, higher than $65.40 last year. A highly favorable oil pricing environment is likely to continue supporting ExxonMobil’s exploration and production activities, which generate the majority of its earnings.

ConocoPhillips

ConocoPhillips is also well-positioned to capitalize on the ongoing high crude pricing environment. This is because COP is a major upstream energy company with a strong presence in the Lower 48, comprising prolific plays like Delaware Basin, Midland Basin, Eagle Ford and Bakken. 

Eni S.p.A.

E is well-positioned for long-term growth, supported by its expanding upstream portfolio, promising exploration prospects and disciplined capital allocation. The company's ongoing development projects across Africa, Asia and the Mediterranean are expected to strengthen its production base, while growing LNG operations could provide additional earnings opportunities.

Two monthly dividend REITs both raised guidance this year, but one is charging into data centers while the other is pulling back on deals to guard its balance sheet. Which strategy actually grows your retirement income over the next 25…

Realty Income (NYSE:O) and Agree Realty (NYSE:ADC) both send shareholders a dividend check every month, and both raised 2026 AFFO guidance in their latest reports. Realty Income is moving into data centers and private funds. Agree is cutting back on deals to protect its returns on U.S. retail property. For retirees, those two strategies shape how big each future check will be.

Realty Income Pays More Now While Agree Grows Faster AFFO (adjusted funds from operations) measures the cash a REIT collects from rent after ongoing costs. It’s the fairest yardstick for whether a REIT can afford its dividend. Agree paid out about 69% of AFFO per share in the third quarter, which leaves a real buffer. Realty Income’s $3.258 forward dividend comes to roughly 73% of the midpoint of its 2026 AFFO guidance. That’s still covered, just with less room.

Metric Realty Income Agree Realty Forward Yield 5.7% 4.8% Latest Dividend Raise (YoY) 0.7% 3.4% Investment-Grade Rent 34% 65% Net Debt to EBITDA 5.4x 4.8x Realty Income has raised its dividend for 115 consecutive quarters, but each raise is now very small. Agree raises less often and by more each time.

Realty Income Expands Its Reach as Agree Narrows Its Focus Realty Income agreed to a $6 billion hyperscale data center joint venture and will invest up to $1.4 billion for a 45% interest. Industrial properties made up about 65% of its second-quarter real estate investments. CEO Sumit Roy said, “Our expanding capital platform is reducing our reliance on public equity.” The catch is its watch list of financially weaker tenants, which accounts for rent in the high-5% area and tends toward home furnishings and casual dining.

Agree is taking the opposite approach. It spent about $360 million at a 7.3% cap rate and cut its 2026 investment target to about $1.6 billion. New purchases included a Walmart Supercenter, a BJ’s Wholesale location, and ground leases to Lowe’s and Home Depot. Joey Agree put the approach: “We are going to preserve our most precious asset. That is our balance sheet liquidity.” Year-to-date losses from bad credit and vacancies totaled just 9 basis points.

Data Center Returns and Agree’s Deal Pricing Come Next Realty Income hasn’t disclosed the yields it expects once its data centers are fully leased. Until it does, I can’t judge whether the strategy adds to per-share income. I’ll be watching its third-quarter report for that detail.

Agree expects cap rates on its acquisitions to be materially higher in the fourth quarter and is guiding to mid-single-digit AFFO growth per share in 2027. If those higher-yielding deals arrive, the dividend should keep growing faster than Realty Income’s.

Why Agree Fits Retirees With a Long Runway If I needed the most income today, Realty Income’s higher yield and Fitch ‘A’ rating would win. It fits a retiree in their late 70s who values a regular check now over future raises.

For someone retiring at 62, Agree’s profile fits better. A higher share of investment-grade tenants, cut debt, and a dividend that’s better covered and growing faster should do more to keep up with inflation over 25 years. The stock is down 3.2% year to date, so shares now trade below their January level. My view would change if Agree’s tenant losses rise or Realty Income’s data center yields turn out higher than I expect.

Contact [email protected] for any questions or corrections.