Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at MKS (MKSI - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. MKS currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if MKSI is a promising momentum pick, let's examine some Momentum Style elements to see if this maker of analysis and processing equipment for semiconductor companies holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For MKSI, shares are up 0.86% over the past week while the Zacks Electronics - Miscellaneous Products industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 25.9% compares favorably with the industry's 12.98% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of MKS have risen 19.36%, and are up 279.29% in the last year. On the other hand, the S&P 500 has only moved 3.87% and 32.07%, respectively.
Investors should also take note of MKSI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now MKSI is averaging 973,390 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with MKSI.
Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost MKSI's consensus estimate, increasing from $9.65 to $9.85 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that MKSI is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep MKS on your short list.
Wall Street analysts forecast that MKS (MKSI - Free Report) will report quarterly earnings of $2.00 per share in its upcoming release, pointing to a year-over-year increase of 17%. It is anticipated that revenues will amount to $1.05 billion, exhibiting an increase of 11.9% compared to the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some MKS metrics that are commonly tracked and projected by analysts on Wall Street.
The collective assessment of analysts points to an estimated 'Net Revenues- Semiconductor' of $457.11 million. The estimate suggests a change of +10.7% year over year.
The average prediction of analysts places 'Net Revenues- Specialty Industrial' at $285.04 million. The estimate indicates a change of +5.6% from the prior-year quarter.
Analysts' assessment points toward 'Net Revenues- Electronics and Packaging' reaching $307.35 million. The estimate suggests a change of +21.5% year over year.
Analysts forecast 'Net Revenues- Products' to reach $919.15 million. The estimate suggests a change of +12.2% year over year.
The consensus among analysts is that 'Net Revenues- MSD (Materials Solutions Division)' will reach $345.62 million. The estimate suggests a change of +20.4% year over year.
It is projected by analysts that the 'Net Revenues- PSD (Photonics Solutions Division)' will reach $280.48 million. The estimate indicates a change of +6.7% from the prior-year quarter.
The combined assessment of analysts suggests that 'Net Revenues- Services' will likely reach $135.10 million. The estimate points to a change of +15.5% from the year-ago quarter.
Based on the collective assessment of analysts, 'Net Revenues- VSD (Vacuum Solutions Division)' should arrive at $428.16 million. The estimate suggests a change of +10.9% year over year.
View all Key Company Metrics for MKS here>>>
Shares of MKS have experienced a change of +23% in the past month compared to the +9.5% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), MKSI is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Revenue of $1,078 million, at the high end of guidance GAAP net income of $84 million and net income per diluted share of $1.18 Adjusted EBITDA of $277 million and Non-GAAP net earnings per diluted share of $2.30, each above the high end of guidance ANDOVER, Mass., May 06, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today reported its financial results for the first quarter of 2026.
“Our robust first quarter performance and second quarter outlook reflect accelerating, broad-based demand, fueled by ramping investment in AI-related applications,” said John T.C. Lee, President and Chief Executive Officer. “Our deep, foundational product portfolio is leading to strong bookings and revenue growth as we enable customers to address the fast-rising complexity of semiconductor and advanced circuit board manufacturing. From AI data centers to the latest consumer electronics innovations, MKS is well positioned to drive attractive growth in a strengthening demand environment.”
“First quarter revenue and key profitability metrics came in at or above the high end of our guided ranges, demonstrating both business momentum and outstanding execution,” said Ram Mayampurath, Executive Vice President and Chief Financial Officer. “Our solid gross margins and operating discipline set the stage for attractive cash generation as we execute on revenue opportunities this year, giving us the resources to invest in innovation and further strengthen our balance sheet.”
Selected GAAP and Non-GAAP Financial Measures
(In millions, except per share data)
Q1 2026 Q4 2025 Q1 2025Net Revenues Semiconductor$466 $435 $413 Electronics & Packaging 321 303 253 Specialty Industrial 291 295 270 Total net revenues$1,078 $1,033 $936 Gross Margin 47.0% 46.4% 47.4%GAAPFinancial Measures Operating margin 13.8% 13.9% 11.9%Net income$84 $108 $52 Net income per diluted share$1.18 $1.58 $0.77 Non-GAAPFinancial Measures Operating margin 21.8% 21.0% 20.2%Net earnings$157 $168 $116 Net earnings per diluted share$2.30 $2.47 $1.71 Additional Financial Information
During the first quarter of 2026, the Company completed a private offering of €1.0 billion aggregate principal amount of 4.25% senior notes due 2034. The Company used the net proceeds from the offering, together with the net proceeds from the partial refinancing of its then-existing USD term loan B and refinancing of its then-existing EUR term loan B, both of which were also completed during the first quarter of 2026, and cash on hand to prepay approximately $1.3 billion of, and refinance in full, its existing USD term loan B and refinance in full its existing EUR term loan B. The Company also upsized its revolving credit facility from $675 million to $1.0 billion. In addition, the Company increased its dividend from $0.22 per share to $0.25 per share and paid a cash dividend of $17 million.
At March 31, 2026, the Company had $569 million in cash and cash equivalents, $1.6 billion of secured term loan principal outstanding, $1.4 billion of convertible senior notes outstanding, €1.0 billion of senior notes outstanding and up to $1.0 billion of additional borrowing capacity under a revolving credit facility, subject to certain leverage ratio requirements. The appreciation of our stock price during the first quarter of 2026 resulted in the satisfaction of the stock price conversion condition under the indenture governing our convertible senior notes. As a result, the convertible senior notes are convertible, in whole or in part, at the option of the noteholders at any time during the second quarter of 2026, and were classified as short-term debt, net of issuances costs, at March 31, 2026.
In May 2026, the Company made a voluntary principal prepayment of $100 million on its USD term loan B.
Second Quarter 2026 Guidance
Revenue of $1,200 million, plus or minus $40 millionGross margin of 47.0%, plus or minus 1.0%GAAP operating expenses of $337 million, plus or minus $5 million and Non-GAAP operating expenses of $275 million, plus or minus $5 millionGAAP net income of $151 million, plus or minus $21 million and Non-GAAP net earnings of $202 million, plus or minus $21 millionGAAP net income per diluted share of $2.09, plus or minus $0.29 and Non-GAAP net earnings per diluted share of $2.90, plus or minus $0.30Adjusted EBITDA of $328 million, plus or minus $26 million
The guidance for the second quarter is based on the current business environment, including the impact of U.S. import tariffs and the imposition of retaliatory actions taken by other countries up through but not including the date of this release. The Company will continue to monitor and adapt to changes in the business environment as needed.
Conference Call Details
A conference call with management will be held on Thursday, May 7, 2026 at 8:30 a.m. (Eastern Time). To participate in the call by phone, participants should visit the Investor Relations section of MKS’ website at investor.mks.com and click on Events & Presentations, where you will be able to register online and receive dial-in details. We encourage participants to register and dial in to the conference call at least 15 minutes before the start of the call to ensure a timely connection. A live and archived webcast and related presentation materials will be available on the Investor Relations section of the MKS website.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world's leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
Use of Non-GAAP Financial Results
This press release includes financial measures that are not in accordance with U.S. generally accepted accounting principles (“Non-GAAP financial measures”). These Non-GAAP financial measures should be viewed in addition to, and not as a substitute for, MKS’ reported results under U.S. generally accepted accounting principles (“GAAP”), and may be different from Non-GAAP financial measures used by other companies. In addition, these Non-GAAP financial measures are not based on any comprehensive set of accounting rules or principles. MKS management believes the presentation of these Non-GAAP financial measures is useful to investors for comparing prior periods and analyzing ongoing business trends and operating results. For further information regarding these Non-GAAP financial measures, please refer to the tables presenting reconciliations of our Non-GAAP results to our GAAP results and the “Notes on Our Non-GAAP Financial Information” at the end of this press release.
SAFE HARBOR FOR FORWARD-LOOKING STATEMENTS
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding the future financial performance, business prospects and growth of MKS Inc. (“MKS,” the “Company,” “our,” or “we”). These statements are only predictions based on current assumptions and expectations. Any statements that are not statements of historical fact (including statements containing the words “will,” “projects,” “intends,” “believes,” “plans,” “anticipates,” “expects,” “estimates,” “forecasts,” “continues” and similar expressions) should be considered forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements that we make are the level and terms of our substantial indebtedness and our ability to service such debt; risks related to pursuing, completing, and/or failing to realize the benefits of acquisitions and other strategic transactions critical to our growth strategy; risks related to cybersecurity, data privacy and intellectual property; manufacturing and sourcing risks, including supply chain disruptions, component shortages and price increases, the use of limited, sole source and international suppliers, the relocation of manufacturing operations, and product defects; risks associated with doing business internationally, including geopolitical conflicts, trade compliance, trade protection measures, such as import tariffs by the United States and/or retaliatory actions taken by other countries, regulatory restrictions on our products, components or markets, particularly the semiconductor market, and unfavorable currency exchange and tax rate fluctuations; conditions affecting the markets in which we operate, including intense competition, rapid technological and market changes, dependence on new product development, the ability to anticipate and meet customer demand, fluctuations in capital spending in the semiconductor, electronics manufacturing and automotive industries, and fluctuations in sales to our major customers; disruptions or delays from third-party service providers upon which our operations may rely; risks associated with the attraction and retention of key personnel; potential fluctuations in quarterly results; volatility of stock price; risks associated with chemical manufacturing and environmental regulation compliance; risks associated with artificial intelligence (“AI”); financial and legal risk management; and the other important factors described under the heading “Risk Factors” in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission and any subsequent Quarterly Reports on Form 10-Q. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise, even if subsequent events cause our views to change, after the date of this press release. Amounts reported in this press release are preliminary and subject to finalization prior to the filing of our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.
MKS Inc.Unaudited Consolidated Statements of Operations(In millions, except per share data) Three Months Ended March 31, December 31, March 31, 2026
2025
2025
Net revenues: Products$954 $907 $819 Services 124 126 117 Total net revenues 1,078 1,033 936 Cost of revenues: Products 514 491 437 Services 57 62 55 Total cost of revenues (exclusive of amortization shown separately below) 571 553 492 Gross profit 507 480 444 Research and development 81 78 70 Selling, general and administrative 190 185 185 Restructuring and other 3 11 16 Legal settlement 3 — — Fees and expenses related to debt activities 18 — 2 Amortization of intangible assets 63 62 60 Income from operations 149 144 111 Interest income (2) (3) (3)Interest expense 45 50 53 Loss on extinguishment of debt 5 2 3 Other (income) expense, net (1) 6 (1)Income before income taxes 102 89 59 Provision (benefit) for income taxes 18 (19) 7 Net income$84 $108 $52 Net income per share: Basic$1.24 $1.60 $0.77 Diluted$1.18 $1.58 $0.77 Cash dividends per common share$0.25 $0.22 $0.22 Weighted average common shares outstanding: Basic 67.4 67.3 67.4 Diluted 71.1 68.0 67.7 MKS Inc.Unaudited Consolidated Balance Sheets(In millions) March 31, December 31, 2026
2025
ASSETS Cash and cash equivalents$569 $675 Trade accounts receivable, net 775 651 Inventories 949 921 Other current assets 252 263 Total current assets 2,545 2,510 Property, plant and equipment, net 795 810 Right-of-use assets 267 270 Goodwill 2,565 2,574 Intangible assets, net 2,065 2,140 Other assets 491 492 Total assets$8,728 $8,796 LIABILITIES AND STOCKHOLDERS' EQUITY Short-term debt$1,398 $51 Accounts payable 448 407 Other current liabilities 445 469 Total current liabilities 2,291 927 Long-term debt, net 2,650 4,150 Non-current deferred taxes 450 474 Non-current accrued compensation 146 149 Non-current lease liabilities 244 246 Other non-current liabilities 136 131 Total liabilities 5,917 6,077 Stockholders' equity: Common stock — — Additional paid-in capital 2,104 2,101 Retained earnings 778 711 Accumulated other comprehensive loss (71) (93)Total stockholders' equity 2,811 2,719 Total liabilities and stockholders' equity$8,728 $8,796 MKS Inc.Unaudited Consolidated Statements of Cash Flows(In millions) Three Months Ended March 31, December 31, March 31, 2026
2025
2025
Cash flows from operating activities: Net income$84 $108 $52 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 85 86 85 Unrealized (gain) loss on foreign currency and derivative instruments — (6) 2 Amortization of debt issuance costs and original issue discounts 4 6 6 Loss on extinguishment of debt 5 2 3 Stock-based compensation 19 8 22 Provision for excess and obsolete inventory 13 8 17 Deferred income taxes (24) (71) (37)Other 1 2 1 Changes in operating assets and liabilities (134) (1) (10)Net cash provided by operating activities 53 142 141 Cash flows from investing activities: Net purchases of investments — 1 — Proceeds from sale of long-lived assets — 1 — Purchases of property, plant and equipment (25) (51) (18)Net cash used in investing activities (25) (49) (18)Cash flows from financing activities: Repurchase of common stock — — (45)Proceeds from borrowings 1,192 — — Payments of borrowings (1,274) (113) (113)Payments of deferred financing fees (22) — — Dividend payments (17) (15) (15)Net (payments) proceeds related to employee stock awards (16) 3 (5)Other financing activities — — (2)Net cash used in financing activities (137) (125) (180)Effect of exchange rate changes on cash and cash equivalents 3 10 (2)Decrease in cash and cash equivalents (106) (22) (59)Cash and cash equivalents at beginning of period 675 697 714 Cash and cash equivalents at end of period$569 $675 $655 The following supplemental Non-GAAP earnings information is presented to aid in understanding MKS’ operating results: MKS Inc.Schedule Reconciling Selected Non-GAAP Financial Measures(In millions, except per share data) Three Months Ended March 31, December 31, March 31, 2026
2025
2025
Net income$84 $108 $52 Restructuring and other 3 11 16 Legal settlement 3 — — Amortization of intangible assets 63 62 60 Loss on extinguishment of debt 5 2 3 Amortization of debt issuance costs 4 5 5 Loss from de-designation of interest rate hedges 2 — — Fees and expenses related to debt activities 18 — 2 Tax effect of Non-GAAP adjustments (23) (20) (22)Non-GAAP net earnings$157 $168 $116 Non-GAAP net earnings per diluted share$2.30 $2.47 $1.71 Weighted average diluted shares outstanding 71.1 68.0 67.7 Convertible debt capped calls 2.9 — — Non-GAAP weighted average diluted shares outstanding 68.2 68.0 67.7 Net cash provided by operating activities$53 $142 $141 Purchases of property, plant and equipment (25) (51) (18)Free cash flow$29 $91 $123 Operating expenses$358 $336 $332 Restructuring and other 3 11 16 Legal settlement 3 — — Amortization of intangible assets 63 62 60 Fees and expenses related to debt activities 18 — 2 Non-GAAP operating expenses$271 $263 $254 Income from operations$149 $144 $111 Operating margin 13.8% 13.9% 11.9%Restructuring and other 3 11 16 Legal settlement 3 — — Amortization of intangible assets 63 62 60 Fees and expenses related to debt activities 18 — 2 Non-GAAP income from operations$235 $217 $189 Non-GAAP operating margin 21.8% 21.0% 20.2%Interest expense, net$43 $47 $50 Amortization of debt issuance costs 4 5 5 Loss from de-designation of interest rate hedges 2 — — Non-GAAP interest expense, net$37 $42 $45 Net income$84 $108 $52 Interest expense, net 43 47 50 Other (income) expense, net (1) 6 (1)Provision (benefit) for income taxes 18 (19) 7 Depreciation 22 24 25 Amortization of intangible assets 63 62 60 Stock-based compensation 19 8 22 Restructuring and other 3 11 16 Legal settlement 3 — — Loss on extinguishment of debt 5 2 3 Fees and expenses related to debt activities 18 — 2 Adjusted EBITDA$277 $249 $236 Adjusted EBITDA margin 25.7% 24.1% 25.2% MKS Inc.Schedule Reconciling Selected Non-GAAP Financial Measures(In millions, except per share data) Three Months Ended March 31, 2026 Three Months Ended December 31, 2025 Income Before Income Taxes
Provision for Income Taxes
Effective Tax Rate Income Before Income Taxes
(Benefit) Provision for Income Taxes Effective Tax RateGAAP$102 $18 17.7% $89 $(19) (20.8%)Restructuring and other 3 — 11 — Legal settlement 3 — — — Amortization of intangible assets 63 — 62 — Loss on extinguishment of debt 5 — 2 — Amortization of debt issuance costs 4 — 5 — Loss from de-designation of interest rate hedges 2 — — — Fees and expenses related to debt activities 18 — — — Tax effect of Non-GAAP adjustments — 23 — 20 Non-GAAP$198 $41 20.9% $169 $1 0.9% Three Months Ended March 31, 2025 Income Before Income Taxes
Provision for Income Taxes Effective Tax RateGAAP $59 $7 12.3%Restructuring and other 16 — Amortization of intangible assets 60 — Loss on extinguishment of debt 3 — Amortization of debt issuance costs 5 — Fees and expenses related to debt activities 2 — Tax effect of Non-GAAP adjustments — 22 Non-GAAP $145 $29 19.9% MKS Inc.
Schedule Reconciling Selected Non-GAAP Financial Measures - Q2’26 Guidance
(In millions, except per share data)
Three Months Ending June 30, 2026
$ Amount Per Share
GAAP net income and net income per share$151 $2.09 Restructuring and other 1 Amortization of intangible assets 61 Loss on extinguishment of debt 3 Amortization of debt issuance costs 3 Tax effect of Non-GAAP adjustments (17) Non-GAAP net earnings and net earnings per share$202 $2.90 Weighted average diluted shares 72.3 Convertible debt capped calls (2.7) Non-GAAP weighted average diluted shares 69.6 GAAP operating expenses$337 Restructuring and other (1) Amortization of intangible assets (61) Non-GAAP operating expenses$275 GAAP net income 151 Interest expense, net 38 Provision for income taxes 35 Depreciation 24 Restructuring and other 1 Amortization of intangible assets 61 Stock-based compensation 15 Loss on extinguishment of debt 3 Adjusted EBITDA$328 MKS Inc.
Notes on Our Non-GAAP Financial Information
Non-GAAP financial measures adjust GAAP financial measures for the items listed below. These Non-GAAP financial measures should be viewed in addition to, and not as a substitute for, MKS’ reported GAAP results, and may be different from Non-GAAP financial measures used by other companies. In addition, these Non-GAAP financial measures are not based on any comprehensive set of accounting rules or principles. MKS management believes the presentation of these Non-GAAP financial measures is useful to investors for comparing prior periods and analyzing ongoing business trends and operating results. Totals presented may not sum and percentages may not recalculate using figures presented due to rounding.
Restructuring and other includes incremental expenses incurred in connection with restructuring programs and other strategic initiatives, primarily related to changes in business and/or cost structure. Such costs may include third-party services, one-time termination benefits, facility-related costs, contract termination fees and other items that have no direct correlation to our future business operations.
Legal settlement includes charges related to the resolution of legal matters.
Amortization of intangible assets includes non-cash amortization expense associated with intangible assets acquired in acquisitions.
Loss on extinguishment of debt includes the non-cash write-off of unamortized debt issuance costs and original issue discount costs incurred from voluntary prepayments, refinancings and/or repricings of our term loan facility.
Amortization of debt issuance costs includes non-cash additional interest expense related to the amortization of debt issuance costs associated with our debt.
Loss from de-designation of interest rate hedges includes a cash loss from the de-designation of certain interest rate hedges in connection with the voluntary prepayment of the USD term loan B.
Fees and expenses related to debt activities includes direct third-party costs related to repricings or refinancings of our term loan facility and the issuance of our €1.0 billion of senior notes due 2034 in February 2026.
Convertible debt capped calls includes the antidilutive impact of the capped call transactions entered into in connection with the issuance of $1.4 billion of convertible senior notes in May 2024. The capped calls are designed to reduce potential dilution to the Company’s common stock and/or offset cash payments in excess of the principal upon conversion of the notes, subject to an initial cap of $237.42 per share (a 100% premium to the May 13, 2024 closing price of $118.71), subject to customary adjustments. Because the capped calls are excluded from GAAP diluted share calculations, GAAP and Non-GAAP diluted share counts will differ.
Tax effect of Non-GAAP adjustments includes the impact of Non-GAAP adjustments that are tax effected at applicable statutory rates resulting in a difference between the GAAP and Non-GAAP tax rates.
MKS (MKSI - Free Report) came out with quarterly earnings of $2.3 per share, beating the Zacks Consensus Estimate of $2 per share. This compares to earnings of $1.71 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +15.21%. A quarter ago, it was expected that this maker of analysis and processing equipment for semiconductor companies would post earnings of $2.51 per share when it actually produced earnings of $2.47, delivering a surprise of -1.59%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
MKS, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.08 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.95%. This compares to year-ago revenues of $936 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
MKS shares have added about 80% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for MKS?While MKS has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for MKS was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.33 on $1.09 billion in revenues for the coming quarter and $9.89 on $4.48 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Dragonfly Energy Holdings Corp. (DFLI - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.
This company is expected to post quarterly loss of $0.52 per share in its upcoming report, which represents a year-over-year change of +96.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Dragonfly Energy Holdings Corp.'s revenues are expected to be $9.45 million, down 29.3% from the year-ago quarter.
MKS (MKSI - Free Report) reported $1.08 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 15.2%. EPS of $2.30 for the same period compares to $1.71 a year ago.
The reported revenue represents a surprise of +2.95% over the Zacks Consensus Estimate of $1.05 billion. With the consensus EPS estimate being $2.00, the EPS surprise was +15.21%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how MKS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Revenues- Semiconductor: $466 million versus the three-analyst average estimate of $457.11 million. The reported number represents a year-over-year change of +12.8%.Net Revenues- Specialty Industrial: $291 million versus the three-analyst average estimate of $285.04 million. The reported number represents a year-over-year change of +7.8%.Net Revenues- Electronics and Packaging: $321 million versus the three-analyst average estimate of $307.35 million. The reported number represents a year-over-year change of +26.9%.Net Revenues- Products: $954 million versus the two-analyst average estimate of $919.15 million. The reported number represents a year-over-year change of +16.5%.Net Revenues- MSD (Materials Solutions Division): $350 million versus $345.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22% change.Net Revenues- PSD (Photonics Solutions Division): $303 million versus the two-analyst average estimate of $280.48 million. The reported number represents a year-over-year change of +15.2%.Net Revenues- Services: $124 million versus $135.1 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6% change.Net Revenues- VSD (Vacuum Solutions Division): $425 million versus $428.16 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.View all Key Company Metrics for MKS here>>>
Shares of MKS have returned +14.8% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Key Takeaways MKSI Q1 earnings jumped 34.5% Y/Y to $2.30 per share, beating the consensus estimate. MKS reported 15.2% revenue growth, driven by AI-linked semiconductor demand and packaging gains. MKSI guided Q2 revenues of $1.20B and projected non-GAAP EPS of $2.90 per share. MKS Inc.’s (MKSI - Free Report) first-quarter 2026 non-GAAP earnings of $2.30 per share increased 34.5% year over year. The figure surpassed the Zacks Consensus Estimate by 15.21%.
Revenues came in at $1.08 billion, rising 15.2% from the year-ago quarter and beating the Zacks Consensus Estimate by 2.95%. Strength was supported by broad-based demand tied to AI-related investment.
Product revenues (88.5% of total revenues) totaled $954 million, up 16.5% year over year. Services revenues (11.5% of total revenues) increased 6% year over year to $124 million.
Shares of the company rallied 8.38% while writing this blog.
MKSI Q1 Top-Line DetailsSemiconductor end-market revenues totaled $466 million (43.2% of total revenues), increasing 13% year over year, with management citing broad-based growth across products aimed at DRAM, NAND and foundry/logic applications. The company also pointed to sequential improvement in power solutions as NAND equipment upgrades increased.
Electronics & Packaging revenues rose 27% year over year to $321 million, and contributed 29.8% of total revenue in the reported quarter. The company attributed the performance to strength in flexible PCB drilling systems supported by consumer electronics seasonality, along with solid results in chemistry and chemistry equipment.
Specialty Industrial revenues increased 8% from the prior-year period to $291 million and contributed 27% of total revenues, even as results reflected a sequential dip tied largely to Lunar New Year seasonality. The company cited year-over-year strength, driven by datacom and defense markets.
MKSI’s Q1 Operating DetailsIn the first quarter of 2026, gross margin contracted 40 basis points (bps) on a year-over-year basis to 47%.
Adjusted EBITDA increased 17.4% year over year to $277 million. Adjusted EBITDA margin expanded 50 bps year over year to 25.7%.
Non-GAAP operating expenses were $271 million, and the company flagged higher R&D investment and a seasonal lift in stock-based compensation as key contributors to spending levels.
On a non-GAAP basis, operating margin expanded 160 bps to 21.8% from 20.2% a year ago, reflecting revenue growth and operating leverage.
MKSI’s Balance SheetAs of March 31, 2026, MKS Instruments had cash and cash equivalents of $569 million compared with $675 million as of Dec. 31, 2025.
As of March 31, 2026, long-term debt totaled $2.65 billion.
Cash flow from operations was $53 million in the first quarter of 2026 compared with $142 million in the previous quarter.
The free cash flow was $29 million compared with $91 million in the first quarter of 2025.
MKS anticipates a gross margin of 47% (+/- 1%). The company expects an adjusted EBITDA of $328 million (+/- 26 million).
On a non-GAAP basis, MKSI expects earnings of $2.90 (+/- 30 cents) per share.
MKSI Zacks Rank & Other Stocks to ConsiderMKSI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the broader Zacks Computer and Technology sector include Analog Devices (ADI - Free Report) , Applied Materials (AMAT - Free Report) and Audioeye (AEYE - Free Report) . Each stock currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Analog Devices have gained 53.3% in the year-to-date period. Analog Devices is set to report the second quarter of fiscal 2026 results on May 20.
Applied Materials shares have gained 66.8% in the year-to-date period. Applied Materials is scheduled to report its second-quarter 2026 results on May 14.
Audioeye shares have lost 23.3% in the year-to-date period. Audioeye is set to report its first-quarter 2026 results on May 13.
Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesChurch & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
ANDOVER, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that John T.C. Lee, President and Chief Executive Officer, will participate in a fireside chat at JP Morgan’s Global Technology, Media & Communications Conference on Monday, May 18, 2026 at 8:25 a.m. EDT.
A live webcast of the session will be available in the Investor Relations section of the company's website at https://investor.mksinst.com/events-and-presentations and a replay of the event will be available for a limited time thereafter.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
ANDOVER, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that its Board of Directors has authorized a quarterly cash dividend of $0.25 per share, payable on June 12, 2026, to shareholders of record as of June 3, 2026.
Future dividend declarations, as well as the record and payment dates for such dividends, are subject to the final determination of the Company's Board of Directors.
About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.
Safe Harbor for Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding MKS’ dividend program and any future dividend payment obligations. Any statements that are not statements of historical fact should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements are cash available for distribution, the then current and expected needs and availability of cash to pay MKS’ obligations, and the other factors described in MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly Reports on Form 10-Q, as filed with the U.S. Securities and Exchange Commission. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise after the date of this press release.
MKS (MKSI - Free Report) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.
The upward trend in estimate revisions for this maker of analysis and processing equipment for semiconductor companies reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For MKS, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $2.71 per share for the current quarter, which represents a year-over-year change of +53.1%.
The Zacks Consensus Estimate for MKS has increased 26.24% over the last 30 days, as three estimates have gone higher compared to no negative revisions.
Current-Year Estimate RevisionsThe company is expected to earn $11.05 per share for the full year, which represents a change of +40.2% from the prior-year number.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, six estimates have moved up for MKS versus no negative revisions. This has pushed the consensus estimate 12.22% higher.
Favorable Zacks RankThanks to promising estimate revisions, MKS currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineMKS shares have added 17% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.
Did you analyze how MKS (MKSI - Free Report) fared in its international operations for the quarter ending March 2026? Given the widespread global presence of this maker of analysis and processing equipment for semiconductor companies, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.
Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.
While analyzing MKSI's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.
For the quarter, the company's total revenue amounted to $1.08 billion, experiencing an increase of 15.2% year over year. Next, we'll explore the breakdown of MKSI's international revenue to understand the importance of its overseas business operations.
Trends in MKSI's Revenue from International MarketsOf the total revenue, $62 million came from Taiwan during the last fiscal quarter, accounting for 5.8%. This represented a surprise of -10.07% as analysts had expected the region to contribute $68.94 million to the total revenue. In comparison, the region contributed $64 million, or 6.2%, and $60 million, or 6.4%, to total revenue in the previous and year-ago quarters, respectively.
Other International accounted for 21.3% of the company's total revenue during the quarter, translating to $230 million. Revenues from this region represented a surprise of -16.13%, with Wall Street analysts collectively expecting $274.23 million. When compared to the preceding quarter and the same quarter in the previous year, Other International contributed $276 million (26.7%) and $246 million (26.3%) to the total revenue, respectively.
China generated $252 million in revenues for the company in the last quarter, constituting 23.4% of the total. This represented a surprise of +2.22% compared to the $246.53 million projected by Wall Street analysts. Comparatively, in the previous quarter, China accounted for $257 million (24.9%), and in the year-ago quarter, it contributed $219 million (23.4%) to the total revenue.
During the quarter, Singapore contributed $73 million in revenue, making up 6.8% of the total revenue. When compared to the consensus estimate of $70.06 million, this meant a surprise of +4.2%. Looking back, Singapore contributed $70 million, or 6.8%, in the previous quarter, and $63 million, or 6.7%, in the same quarter of the previous year.
During the quarter, Japan contributed $67 million in revenue, making up 6.2% of the total revenue. When compared to the consensus estimate of $63.79 million, this meant a surprise of +5.03%. Looking back, Japan contributed $57 million, or 5.5%, in the previous quarter, and $68 million, or 7.3%, in the same quarter of the previous year.
Revenue Projections for Overseas MarketsIt is projected by analysts on Wall Street that MKS will post revenues of $1.2 billion for the ongoing fiscal quarter, an increase of 23.7% from the year-ago quarter. The expected contributions from Taiwan, Other International, China, Singapore and Japan to this revenue are 5.9%, 23.3%, 21%, 5.9%, and 5.2%, translating into $70.9 million, $279.94 million, $252.28 million, $71.47 million, and $62.06 million, respectively.
For the entire year, the company's total revenue is forecasted to be $4.73 billion, which is an improvement of 20.5% from the previous year. The revenue contributions from different regions are expected as follows: Taiwan will contribute 6.1% ($290.2 million), Other International 24.5% ($1.16 billion)China 22.1% ($1.05 billion)Singapore 6.4% ($301.2 million) and Japan 5.3% ($249.59 million) to the total revenue.
Final ThoughtsRelying on international markets for revenues, MKS faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.
Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.
At present, MKS holds a Zacks Rank #1 (Strong Buy). This ranking implies that its near-term performance might beat the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Assessing MKS' Stock Price Movement in Recent TimesThe stock has witnessed an increase of 13.7% over the past month versus the Zacks S&P 500 composite's an increase of 8.8%. In the same interval, the Zacks Computer and Technology sector, to which MKS belongs, has registered no change. Over the past three months, the company's shares saw an increase of 18.6%, while the S&P 500 increased by 7.1%. In comparison, the sector experienced no change during this timeframe.
MKSI Inc. delivered a Q1 FY2026 earnings beat, with revenue up 15% YoY and EPS up 35%, maintaining a Buy rating. Management indicated WFE spend potentially rising to $170-180 billion for 2027, positioning MKSI for significant upside as a key subsystem supplier. A new $100 million, 500,000 sq. ft. facility in Malaysia will expand capacity by June 2026, supporting long-term growth and customer alignment.
It has been about a month since the last earnings report for MKS (MKSI - Free Report) . Shares have added about 9.8% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is MKS due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for MKS Inc. before we dive into how investors and analysts have reacted as of late.
MKSI Q1 Earnings Beat Estimates, Revenue Increase Y/YMKS Inc.’s first-quarter 2026 non-GAAP earnings of $2.30 per share increased 34.5% year over year. The figure surpassed the Zacks Consensus Estimate by 15.21%.
Revenues came in at $1.08 billion, rising 15.2% from the year-ago quarter and beating the Zacks Consensus Estimate by 2.95%. Strength was supported by broad-based demand tied to AI-related investment.
Product revenues (88.5% of total revenues) totaled $954 million, up 16.5% year over year. Services revenues (11.5% of total revenues) increased 6% year over year to $124 million.
MKSI Q1 Top-Line DetailsSemiconductor end-market revenues totaled $466 million (43.2% of total revenues), increasing 13% year over year, with management citing broad-based growth across products aimed at DRAM, NAND and foundry/logic applications. The company also pointed to sequential improvement in power solutions as NAND equipment upgrades increased.
Electronics & Packaging revenues rose 27% year over year to $321 million, and contributed 29.8% of total revenue in the reported quarter. The company attributed the performance to strength in flexible PCB drilling systems supported by consumer electronics seasonality, along with solid results in chemistry and chemistry equipment.
Specialty Industrial revenues increased 8% from the prior-year period to $291 million and contributed 27% of total revenues, even as results reflected a sequential dip tied largely to Lunar New Year seasonality. The company cited year-over-year strength, driven by datacom and defense markets.
MKSI’s Q1 Operating DetailsIn the first quarter of 2026, gross margin contracted 40 basis points (bps) on a year-over-year basis to 47%.
Adjusted EBITDA increased 17.4% year over year to $277 million. Adjusted EBITDA margin expanded 50 bps year over year to 25.7%.
Non-GAAP operating expenses were $271 million, and the company flagged higher R&D investment and a seasonal lift in stock-based compensation as key contributors to spending levels.
On a non-GAAP basis, operating margin expanded 160 bps to 21.8% from 20.2% a year ago, reflecting revenue growth and operating leverage.
MKSI’s Balance SheetAs of March 31, 2026, MKS Instruments had cash and cash equivalents of $569 million compared with $675 million as of Dec. 31, 2025.
As of March 31, 2026, long-term debt totaled $2.65 billion.
Cash flow from operations was $53 million in the first quarter of 2026 compared with $142 million in the previous quarter.
The free cash flow was $29 million compared with $91 million in the first quarter of 2025.
MKS anticipates a gross margin of 47% (+/- 1%). The company expects an adjusted EBITDA of $328 million (+/- 26 million).
On a non-GAAP basis, MKSI expects earnings of $2.90 (+/- 30 cents) per share.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted 25.39% due to these changes.
VGM ScoresAt this time, MKS has a subpar Growth Score of D, though it is lagging a bit on the Momentum Score front with an F. Charting a somewhat similar path, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise MKS has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerMKS is part of the Zacks Electronics - Miscellaneous Products industry. Over the past month, Teradyne (TER - Free Report) , a stock from the same industry, has gained 14.9%. The company reported its results for the quarter ended March 2026 more than a month ago.
Teradyne reported revenues of $1.28 billion in the last reported quarter, representing a year-over-year change of +87%. EPS of $2.56 for the same period compares with $0.75 a year ago.
Teradyne is expected to post earnings of $1.99 per share for the current quarter, representing a year-over-year change of +249.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
Teradyne has a Zacks Rank #1 (Strong Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F.
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
It could be safer to invest in bargain stocks that have been witnessing price momentum recently. While the Zacks Momentum Style Score (part of the Zacks Style Scores system), which pays close attention to trends in a stock's price or earnings, is pretty useful in identifying great momentum stocks, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
Krispy Kreme (DNUT - Free Report) is one of the several great candidates that made it through the screen. While there are numerous reasons why this stock is a great choice, here are the most vital ones:
Investors' growing interest in a stock is reflected in its recent price increase. A price change of 20.6% over the past four weeks positions the stock of this doughnut wholesaler and retailer well in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. DNUT meets this criterion too, as the stock gained 27.9% over the past 12 weeks.
Moreover, the momentum for DNUT is fast paced, as the stock currently has a beta of 1.27. This indicates that the stock moves 27% higher than the market in either direction.
Given this price performance, it is no surprise that DNUT has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped DNUT earn a Zacks Rank #1 (Strong Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, DNUT is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. DNUT is currently trading at 0.46 times its sales. In other words, investors need to pay only 46 cents for each dollar of sales.
So, DNUT appears to have plenty of room to run, and that too at a fast pace.
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Key Takeaways OLLI's Army loyalty program grew 23% in the Q4 of fiscal 2025, with total members surpassing 17 million.Ollie's Army drives customer engagement, traffic and acquisition through exclusive perks and events.OLLI expands reach with digital marketing, broader demographics and value-driven positioning. Ollie’s Bragain Outlet Holdings, Inc. (OLLI - Free Report) is set to enhance and grow the Ollie’s Army loyalty program through several initiatives, including introducing an Ollie’s Army Night, making Ollie’s Days exclusive to members, providing advance notice of special events and launching the Ollie’s credit card. Store teams played a strong role in communicating benefits and enrolling customers, contributing to effective program expansion.
The Ollie’s Army loyalty program recorded strong growth, with new memberships increasing 23%, and the total customer file expanding by more than 12%, reaching 17 million members in fiscal 2025. Alongside this accelerated membership growth, the company is also attracting a broader and more diverse customer base, improving overall reach and engagement. As it expands from East to West, customer demographics continue to widen. The company’s strong value proposition and unmatched deals are driving increased consumer interest, with clear benefits from shoppers seeking value and trading down.
Ollie’s Army growth is contributing significantly to increased customer traffic and engagement, while also supporting stronger sales momentum. This expansion is helping the company reach a broader customer base and reinforcing OLLI’s value-driven positioning.
The Zacks Rundown for OLLIShares of OLLI have plunged 25.4% in the past six months compared with the industry’s decline of 2.8%.
Image Source: Zacks Investment Research
From a valuation standpoint, OLLI trades at a forward price-to-earnings ratio of 19.90X, higher than the industry’s average of 17.66X. OLLI currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for OLLI’s current and next fiscal year earnings implies a year-over-year rise of 16.1% and 13.5%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Krispy Kreme, Inc. (DNUT - Free Report) produces doughnuts in the United States, the United Kingdom, Ireland, Australia, New Zealand, Mexico, Canada, Japan, and internationally. At present, DNUT sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DNUT’s current fiscal-year sales implies a decline of 10.1%, and the same for earnings implies growth of 60% from the year-ago reported figures. DNUT delivered a trailing four-quarter earnings surprise of 14.6%, on average.
ARKO Corp. (ARKO - Free Report) operates a chain of convenience stores in the United States. ARKO currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for ARKO's current fiscal-year sales implies a decline of 4.9%, while the same for current fiscal-year earnings implies growth of 73.3% from the year-ago reported figures. ARKO delivered a trailing four-quarter earnings surprise of 36.5%, on average.
B&G Foods, Inc. (BGS - Free Report) manufactures, sells, and distributes a portfolio of shelf-stable and frozen foods and household products. BGS currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for B&G Foods’ current fiscal-year earnings implies growth of 5.9% from the year-ago actuals. BGS delivered a trailing four-quarter negative earnings surprise of 19.5%, on average.
The market expects Krispy Kreme (DNUT - Free Report) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 7. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis doughnut wholesaler and retailer is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +40%.
Revenues are expected to be $355.2 million, down 5.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 30% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Krispy Kreme?For Krispy Kreme, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination makes it difficult to conclusively predict that Krispy Kreme will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Krispy Kreme would post earnings of $0.03 per share when it actually produced earnings of $0.09, delivering a surprise of +200.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Krispy Kreme doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Consumer Products - Staples industry, BBB Foods (TBBB - Free Report) , is soon expected to post loss of $0.19 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of -375%. Revenues for the quarter are expected to be $1.28 billion, up 52.9% from the year-ago quarter.
The consensus EPS estimate for BBB Foods has been revised 36.4% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -26.32%.
This Earnings ESP, combined with its Zacks Rank #5 (Strong Sell), makes it difficult to conclusively predict that BBB Foods will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Krispy Kreme, Inc. (NASDAQ: DNUT) (“Krispy Kreme”, “KKI”, or the “Company”) today reported financial results for the quarter ended March 29, 2026. First Quarter 2026 Highlights (vs Q1 2025) Net revenue of $367.0 million declined 2.2%, reflecting the strategic closure of underperforming doors completed in the third quarter of 2025 Systemwide sales of $485.3 million increased 0.7% in constant currency excluding sales attributable to the now-ended McDonald's USA p.
Krispy Kreme narrowed its loss and expanded margins in the recent quarter as turnaround efforts continued to pay off, though revenue once again declined following last year's move to exit weaker sales locations.
Krispy Kreme (DNUT - Free Report) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -87.27%. A quarter ago, it was expected that this doughnut wholesaler and retailer would post earnings of $0.03 per share when it actually produced earnings of $0.09, delivering a surprise of +200%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Krispy Kreme, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $367.03 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.33%. This compares to year-ago revenues of $375.18 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Krispy Kreme shares have lost about 8.5% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Krispy Kreme?While Krispy Kreme has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Krispy Kreme was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.03 on $339.31 million in revenues for the coming quarter and $0.02 on $1.4 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Village Farms (VFF - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 11.
This greenhouse operator is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of +133.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Village Farms' revenues are expected to be $48.02 million, down 37.7% from the year-ago quarter.
Krispy Kreme (DNUT - Free Report) reported $367.03 million in revenue for the quarter ended March 2026, representing a year-over-year decline of 2.2%. EPS of -$0.05 for the same period compares to -$0.05 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $355.2 million, representing a surprise of +3.33%. The company delivered an EPS surprise of -87.27%, with the consensus EPS estimate being -$0.03.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Krispy Kreme performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Global Points of Access: 15,125 versus 14,912 estimated by two analysts on average.Hubs, by segment and type - U.S. - Doughnut Factories: 6 versus the two-analyst average estimate of 6.Global Points of Access, by segment and type - U.S. - Fresh Shops: 46 compared to the 69 average estimate based on two analysts.Global Points of Access, by segment and type - U.S. - DFD Doors: 5,949 versus the two-analyst average estimate of 6,823.Global Points of Access, by segment and type - U.S. - Total: 6,171 versus the two-analyst average estimate of 7,128.Global Points of Access, by segment and type - International - Hot Light Theater Shops: 47 versus 48 estimated by two analysts on average.Global Points of Access, by segment and type - International - Fresh Shops: 448 compared to the 529 average estimate based on two analysts.Global Points of Access, by segment and type - International - Carts, Food Trucks, and Other: 17 versus 18 estimated by two analysts on average.Global Points of Access, by segment and type - International - DFD Doors: 3,630 versus 4,193 estimated by two analysts on average.Geographic Revenue- U.S.: $221.55 million versus the two-analyst average estimate of $211.93 million. The reported number represents a year-over-year change of -6.3%.Geographic Revenue- Market Development: $20.23 million compared to the $20.9 million average estimate based on two analysts. The reported number represents a change of +6.4% year over year.Geographic Revenue- International: $125.26 million versus $118.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.View all Key Company Metrics for Krispy Kreme here>>>
Shares of Krispy Kreme have returned +10.5% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Zacks' 7 Best Strong Buy Stocks (New Research Report) Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.
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Published in earnings earnings-estimates-revisions earnings-surprise
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
It could be safer to invest in bargain stocks that have been witnessing price momentum recently. While the Zacks Momentum Style Score (part of the Zacks Style Scores system), which pays close attention to trends in a stock's price or earnings, is pretty useful in identifying great momentum stocks, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
Krispy Kreme (DNUT - Free Report) is one of the several great candidates that made it through the screen. While there are numerous reasons why this stock is a great choice, here are the most vital ones:
Investors' growing interest in a stock is reflected in its recent price increase. A price change of 8.4% over the past four weeks positions the stock of this doughnut wholesaler and retailer well in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. DNUT meets this criterion too, as the stock gained 22% over the past 12 weeks.
Moreover, the momentum for DNUT is fast paced, as the stock currently has a beta of 1.32. This indicates that the stock moves 32% higher than the market in either direction.
Given this price performance, it is no surprise that DNUT has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped DNUT earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, DNUT is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. DNUT is currently trading at 0.41 times its sales. In other words, investors need to pay only 41 cents for each dollar of sales.
So, DNUT appears to have plenty of room to run, and that too at a fast pace.
In addition to DNUT, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
Click here to sign up for a free trial to the Research Wizard today.
Available only May 14-17, get an Orange Dreamsicle Original Glazed® Dozen for just $5 with the purchase of any dozen at regular price
CHARLOTTE, N.C.--(BUSINESS WIRE)--Sunshine just got sweeter. Krispy Kreme® is bringing a splash of summer with a limited-time twist on its iconic Original Glazed® doughnut: Orange Dreamsicle Original Glazed® doughnuts will be available at participating shops only Thursday through Sunday (May 14-17). Inspired by the classic orange-and-cream ice cream treat, this fresh take delivers a smooth vanilla finish wrapped in bright citrus flavor – like summer in every bite.
“Summer flavors have a way of sparking instant happiness,” said Alison Holder, Krispy Kreme Chief Brand and Product Officer. “Our first‑ever Orange Dreamsicle Original Glazed doughnuts are here to deliver that feel‑good flavor now.”
Guests can get an Orange Dreamsicle Original Glazed dozen for just $5 when they purchase any dozen at regular price. The offer is available at participating shops in-shop and drive-thru; limit two per guest. Guests who place an online order for pickup or delivery through Krispy Kreme’s app or website should use promo code ORANGE at checkout; limit one per guest.
Visit www.krispykreme.com/locate/location-search to find a shop near you and share how you're enjoying the new Krispy Kreme Orange Dreamsicle Original Glazed by using #KrispyKreme and tagging @krispykreme on social media. To learn more about this limited-time collection, visit www.krispykreme.com/promos/dreamsicle-doughnuts
About Krispy Kreme
Headquartered in Charlotte, N.C., Krispy Kreme is one of the most beloved and well-known sweet treat brands in the world. Our iconic Original Glazed® doughnut is universally recognized for its hot-off-the-line, melt-in-your-mouth experience. Krispy Kreme operates in more than 40 countries through its unique network of fresh doughnut shops, partnerships with leading retailers, and a rapidly growing digital business. Our purpose of touching and enhancing lives through the joy that is Krispy Kreme guides how we operate every day and is reflected in the love we have for our people, our communities, and the planet. Connect with Krispy Kreme Doughnuts at KrispyKreme.com and follow us on social: X, Instagram and Facebook.
Have you assessed how the international operations of Krispy Kreme (DNUT - Free Report) performed in the quarter ended March 2026? For this doughnut wholesaler and retailer, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.
In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
Upon examining DNUT's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.
The company's total revenue for the quarter amounted to $367.03 million, showing decrease of 2.2%. We will now explore the breakdown of DNUT's overseas revenue to assess the impact of its international operations.
Decoding DNUT's International Revenue TrendsMarket Development generated $20.23 million in revenues for the company in the last quarter, constituting 5.5% of the total. This represented a surprise of -3.2% compared to the $20.9 million projected by Wall Street analysts. Comparatively, in the previous quarter, Market Development accounted for $19.69 million (5%), and in the year-ago quarter, it contributed $19.01 million (5.1%) to the total revenue.
International accounted for 34.1% of the company's total revenue during the quarter, translating to $125.26 million. Revenues from this region represented a surprise of +5.72%, with Wall Street analysts collectively expecting $118.48 million. When compared to the preceding quarter and the same quarter in the previous year, International contributed $142.46 million (36.3%) and $119.64 million (31.9%) to the total revenue, respectively.
International Revenue PredictionsIt is projected by analysts on Wall Street that Krispy Kreme will post revenues of $333.42 million for the ongoing fiscal quarter, a decline of 12.2% from the year-ago quarter. The expected contributions from Market Development and International to this revenue are 6.6%, and 36%, translating into $22.03 million, and $120.17 million, respectively.
For the full year, the company is expected to generate $1.31 billion in total revenue, down 14% from the previous year. Revenues from Market Development and International are expected to constitute 7.2% ($94.43 million), and 37.7% ($493.97 million) of the total, respectively.
Concluding RemarksRelying on global markets for revenues presents both prospects and challenges for Krispy Kreme. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
At the moment, Krispy Kreme has a Zacks Rank #2 (Buy), signifying that it may outperform the overall market trend in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
A Look at Krispy Kreme's Recent Stock Price PerformanceThe stock has witnessed a decline of 1.2% over the past month versus the Zacks S&P 500 composite's an increase of 8.8%. In the same interval, the Zacks Consumer Staples sector, to which Krispy Kreme belongs, has registered no change. Over the past three months, the company's shares saw an increase of 12.3%, while the S&P 500 increased by 7.1%. In comparison, the sector experienced no change during this timeframe.
CHARLOTTE, N.C.--(BUSINESS WIRE)--You asked. You posted. You tagged. We listened. Krispy Kreme® is officially bringing back the long-time fan-favorite Original Glazed® Lemon Filled Doughnut. And yes, it's as good as you remember. After nonstop love (and not-so-subtle hints) across social media and feedback in our shops, this iconic flavor is making its highly requested comeback starting today (May 18) for a limited time at participating shops nationwide. And if fans show up in a big way, it jus.
CHARLOTTE, N.C.--(BUSINESS WIRE)--He-Man has faced countless villains, and now he's teaming up with Krispy Kreme® to usher in a new era of doughnut deliciousness, defending flavor, fun and epic sweet cravings everywhere. Beginning Tuesday, May 26, at participating shops across the U.S., Krispy Kreme® in collaboration with Mattel and Amazon MGM Studios is unleashing the Masters of the Universe® Collection – three all-new doughnuts available for a limited time and a custom dozen box inspired by M.
Krispy Kreme employees may get more than just free donuts, with a portion of a $1.6 million settlement still up for grabs.
The settlement follows a class action lawsuit filed on behalf of individuals affected by a November 2024 data breach. A cyberattack compromised the personal information—including names, numbers, dates of birth, social security information, and financial accounts—of over 160,000 current and former employees.
The breach was disclosed by Krispy Kreme in December 2024 and a preliminary settlement approval was reached in March. Those affected who wish to submit a claim must do so by June 22 to receive a payment.
Qualifying employees must be residents in the U.S. and must have received a Notice of the Data Incident via email, letting them know their data was compromised during the attack.
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“Upon learning of the unauthorized activity, we immediately began taking steps to investigate, contain, and remediate the incident with the assistance of leading cybersecurity experts,” the individual notice said. “In addition to containing the incident, we contacted law enforcement and engaged leading cybersecurity firms to assist us in assessing the incident’s scope and cause.”
Employees were also offered identity monitoring services like credit monitoring, fraud consultation, and identity theft restoration, the notice said.
Those who believe they have been affected but did not receive a notice should contact the settlement administrators. Eligible class members may accept a single payment of $75 or go the extra mile by submitting an itemized claim form for up to $3,500. Individuals may file by mail or online via the settlement’s website. The itemized claim must provide proof like receipts, emails or phone records.
Persons affected by the security breach who wish to reserve their right to sue in the future may opt out of the settlement if they do so before June 6.
The final deadline for Fast Company's Next Big Things in Tech Awards is Friday, June 12, at 11:59 p.m. PT. Apply today.
ABOUT THE AUTHOR
María José Gutierrez Chavez is a trending news writer for Fast Company. She was previously the editorial fellow at Inc More
CHARLOTTE, N.C.--(BUSINESS WIRE)--The countdown is on to National Doughnut Day – and there's one destination that does it best: Krispy Kreme®. This Friday (June 5), Krispy Kreme is celebrating the sweetest day of the year by treating guests to a free doughnut of their choice – no purchase necessary.* It's simple: stop by, pick your favorite and enjoy. From the iconic Original Glazed® to classics like Strawberry Iced with Sprinkles or Chocolate Iced Kreme™ Filled, Krispy Kreme is serving up the.
It’s the first Friday of June (June 5, 2026), and that means it is once again National Donut Day in America (or National Doughnut Day, if you’re Krispy Kreme).
Despite the urge to assume the unofficial holiday is just another modern-day marketing scheme by the donut industrial complex, National Donut Day’s origin actually goes back nearly 90 years.
As Fast Company previously reported, the first National Donut Day was actually observed in 1938. Per SFGate, the Salvation Army declared the holiday that year to commemorate the volunteers who handed out donuts to frontline soldiers during World War I.
Those volunteers, all women, became known as “doughgirls.”
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Of course, today the patriotic aspects of National Donut Day have largely been forgotten, and the 21st-century donut giants now use the day as a way to reward loyal customers with deals and freebies—and to entice them into their shops to buy even more donuts.
Here are how three of the largest donut sellers in America are celebrating National Donut Day.
Krispy KremeThe national donut chain that has never failed to find a reason to give away free donuts is, of course, giving away free donuts on National Donut Day, or, as Krispy Kreme calls it, National Doughnut Day.
Krispy Kreme remains a hold as turnaround progress is evident, but valuation uncertainty persists. Q1 marked the first positive free cash flow since IPO, with adjusted EBITDA up 38% YoY and 260 bps margin expansion. FY 2026 guidance targets $1.25–$1.35B net revenue, $140–$150M adjusted EBITDA, and over $15M free cash flow.
CHARLOTTE, N.C.--(BUSINESS WIRE)--The world's biggest soccer moments deserve an equally sweet celebration, and Krispy Kreme® is bringing the flavor with its all-new Match Day Dozen. Available for a limited time from Thursday through Sunday (June 11-14) at participating Krispy Kreme shops across the U.S., the Match Day Dozen is the ultimate game-day treat. Whether you're cheering from the couch, gathering with friends, rocking your lucky jersey, or celebrating every goal, save, and nail-biting f.
WESTERVILLE, Ohio--(BUSINESS WIRE)--agilon health, inc. (NYSE: AGL), the trusted partner empowering physicians to transform health care in our communities, today announced that it will release financial results for the first quarter 2026 after market close on Wednesday, May 6, 2026 and host a conference call at 4:30 p.m. ET to discuss the results. The conference call can be accessed by dialing (833) 461-5787 for U.S. participants and +1 (585) 542-9983 for international participants and referenc.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of agilon health, inc. (NYSE: AGL) breached their fiduciary duties to shareholders.
If you currently own agilon stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
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Agilon Health (NYSE:AGL – Get Free Report) and iSpecimen (NASDAQ:ISPC – Get Free Report) are both small-cap medical companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, risk, institutional ownership, profitability, valuation and earnings.
Risk and Volatility Agilon Health has a beta of 0.33, meaning that its share price is 67% less volatile than the S&P 500. Comparatively, iSpecimen has a beta of 1.98, meaning that its share price is 98% more volatile than the S&P 500.
Earnings & Valuation This table compares Agilon Health and iSpecimen”s gross revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Agilon Health $5.93 billion 0.06 -$391.35 million ($23.75) -0.95 iSpecimen $1.93 million 1.68 -$10.49 million ($2.35) -0.05 iSpecimen has lower revenue, but higher earnings than Agilon Health. Agilon Health is trading at a lower price-to-earnings ratio than iSpecimen, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership 13.6% of iSpecimen shares are owned by institutional investors. 2.3% of Agilon Health shares are owned by insiders. Comparatively, 12.2% of iSpecimen shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Analyst Recommendations This is a breakdown of current recommendations and price targets for Agilon Health and iSpecimen, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Agilon Health 2 10 3 0 2.07 iSpecimen 1 0 0 0 1.00 Agilon Health currently has a consensus price target of $40.23, indicating a potential upside of 77.91%. Given Agilon Health’s stronger consensus rating and higher possible upside, research analysts clearly believe Agilon Health is more favorable than iSpecimen.
Profitability This table compares Agilon Health and iSpecimen’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Agilon Health -6.60% -120.82% -24.89% iSpecimen -543.37% -496.31% -133.56% About Agilon Health (Get Free Report)
agilon health, inc. provides healthcare services for seniors through primary care physicians in the communities of the United States. It offers a platform that manages the total healthcare needs of the patients by subscription-like per-member per-month. The company was formerly known as Agilon Health Topco, Inc. and changed its name to agilon health, inc. in March 2021. agilon health, inc. was founded in 2016 and is based in Austin, Texas.
About iSpecimen (Get Free Report)
iSpecimen Inc. provides technology that connects life science researchers who need human biofluids, tissues, and living cells for their research with biospecimens available in healthcare provider organizations worldwide. Its cloud-based technology enables scientists to search for specimens and patients across a network of hospitals, clinics, private practice groups, laboratories, blood centers, biobanks, clinical research sites, and cadaveric donation centers. The company develops and operates iSpecimen Marketplace, a proprietary online marketplace platform that connects medical researchers who need access to subjects, samples, and data with hospitals, laboratories, and other organizations who have access to them. It serves biopharmaceutical companies, in vitro diagnostic companies, and government/academic institutions. iSpecimen Inc. was incorporated in 2009 and is headquartered in Lexington, Massachusetts.
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agilon health is rated a cautious 'Hold' as management executes a strategic downsizing to address persistent losses. Recent exits from underperforming markets and partnerships are expected to improve medical margin from -$56.6 million in 2025 to $325 million in 2026. Despite revenue and membership declines, AGL guides for near break-even EBITDA in 2026, a significant improvement from -$296.2 million prior.
The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Agilon Health (AGL - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.
Agilon Health is one of 891 individual stocks in the Medical sector. Collectively, these companies sit at #6 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Agilon Health is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for AGL's full-year earnings has moved 40.2% higher within the past quarter. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Our latest available data shows that AGL has returned about 64.4% since the start of the calendar year. Meanwhile, stocks in the Medical group have lost about 5.5% on average. This shows that Agilon Health is outperforming its peers so far this year.
Another stock in the Medical sector, Caribou Biosciences, Inc. (CRBU - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 44%.
For Caribou Biosciences, Inc., the consensus EPS estimate for the current year has increased 9.9% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Agilon Health belongs to the Medical Services industry, a group that includes 62 individual companies and currently sits at #87 in the Zacks Industry Rank. This group has lost an average of 9.5% so far this year, so AGL is performing better in this area.
Caribou Biosciences, Inc., however, belongs to the Medical - Biomedical and Genetics industry. Currently, this 436-stock industry is ranked #92. The industry has moved +2.5% so far this year.
Agilon Health and Caribou Biosciences, Inc. could continue their solid performance, so investors interested in Medical stocks should continue to pay close attention to these stocks.
WESTERVILLE, Ohio--(BUSINESS WIRE)--agilon health (NYSE: AGL) (the “Company”), the trusted partner empowering physicians to transform health care in our communities, today announced the appointment of Tim O'Rourke as Chief Executive Officer and a member of the Company's Board of Directors, effective May 7. He succeeds Ronald A. Williams, who has served as Executive Chairman since August 2025 and will continue as Chairman of the Board. The appointment comes as agilon enters a new phase following.
An AGL Energy logo is visible above their offices in Adelaide, Australia, September 18, 2025. REUTERS/Hollie Adams. Purchase Licensing Rights, opens new tab
SummaryCompaniesCompany lifts its fiscal 2026 operating earnings forecastSees pressure from softer market conditions in FY27Sees Liddell battery fully operational by year-endMay 6 (Reuters) - Australia's AGL Energy (AGL.AX), opens new tab raised the lower end of its annual profit forecast range on Wednesday, banking on better plant performance and tighter cost control, and said it is well placed for the next three months during the global fuel crisis.
Australia's top power producer now expects 2026 underlying net profit after tax between A$610 million and A$680 million ($437.98 million and $488.24 million), compared with the A$580 million to A$680 million previously expected and a Visible Alpha consensus of A$646.3 million.
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It also raised its annual operating earnings forecast to between A$2.06 billion and A$2.18 billion, compared with the A$2.02 billion to A$2.18 billion previously expected and the Visible Alpha estimate of A$2.14 billion.
AGL shares rose 0.42% on Wednesday while the S&P/ASX200 (.AXJO), opens new tab was up 1.3%.
Amid diesel supply disruptions in Australia triggered by the Middle East conflict, Chief Executive Damien Nicks said AGL was well placed with fuel supplies and its Bayswater power station had 90 days worth of diesel on hand.
The plant uses diesel in start-up and shutdown processes for its coal-fired units and for heavy machinery and trucks.
"We're very comfortable with the supplies we have. We can continue to get access to diesel," he told the Macquarie Australia Conference in Sydney.
"We believe we'll continue to get it as an essential services provider."
AGL attributed the upgraded forecast to improved plant availability and flexibility, a good showing by its thermal generation fleet, improved customer markets performance and disciplined cost management.
While the broader sector faces headwinds from elevated fuel costs and geopolitical risks, the upgrade highlights that well-run operators with diversified assets and strong cost control can still navigate this environment successfully, said Tim Waterer, chief market analyst at KCM Trade.
"It's an encouraging sign for the Australian energy sector," Waterer said.
AGL, Australia's largest corporate carbon emitter, had said in February that it was targeting A$50 million in sustainable net operating cost reductions in FY27.
The company on Wednesday warned of pressure from softer domestic and global market conditions in fiscal 2027, along with declining wholesale prices in select locations.
AGL will take into account these factors in its 2027 forecast, to be presented at its annual results in August, together with the full-year contribution from its Liddell Battery project and cost-saving measures.
The project, a 500-MW grid-scale battery in New South Wales, is expected to be fully operational by June.
($1 = 1.3928 Australian dollars)
Reporting by Scott Murdoch in Sydney, Sneha Kumar in Bengaluru, additional reporting by Roshan Thomas; Editing by Jonathan Ananda and Subhranshu Sahu
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Scott Murdoch has been a journalist for more than two decades working for Thomson Reuters and News Corp in Australia. He has specialised in financial journalism for most of his career and covers the Australian financial services sector and superannuation. He is based in Sydney.
WESTERVILLE, Ohio--(BUSINESS WIRE)--agilon health, inc. (NYSE: AGL), the trusted partner empowering physicians to transform health care in our communities, today announced results for the first quarter ended March 31, 2026. In addition, the company increased full-year 2026 guidance for total revenues, medical margin, and Adjusted EBITDA. “Our strong first-quarter performance and increase in full-year 2026 guidance reflects disciplined execution and progress against our strategic priorities. We.
Agilon Health (AGL - Free Report) reported $1.42 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 7.3%. EPS of $1.80 for the same period compares to $0 a year ago.
The reported revenue represents a surprise of +3.28% over the Zacks Consensus Estimate of $1.38 billion. With the consensus EPS estimate being $1.13, the EPS surprise was +58.73%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Agilon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Avg. Medicare Advantage Members: 424,000 versus 473,750 estimated by two analysts on average.Revenues- Medical services: $1.42 billion versus the three-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of -7.3%.Revenues- Other operating: $1.91 million compared to the $2.83 million average estimate based on three analysts. The reported number represents a change of -34.2% year over year.View all Key Company Metrics for Agilon here>>>
Shares of Agilon have returned +61.2% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Agilon Health (AGL - Free Report) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +58.73%. A quarter ago, it was expected that this senior-focused health care company would post a loss of $6.75 per share when it actually produced a loss of $11.5, delivering a surprise of -70.37%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Agilon, which belongs to the Zacks Medical Services industry, posted revenues of $1.42 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.28%. This compares to year-ago revenues of $1.53 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Agilon shares have added about 55.3% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Agilon?While Agilon has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Agilon was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$1.44 on $1.33 billion in revenues for the coming quarter and -$6.36 on $5.45 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Services is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Ascend Wellness Holdings, Inc. (AAWH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This company is expected to post quarterly loss of $0.13 per share in its upcoming report, which represents a year-over-year change of -44.4%. The consensus EPS estimate for the quarter has been revised 3.9% higher over the last 30 days to the current level.
Ascend Wellness Holdings, Inc.'s revenues are expected to be $114.2 million, down 10.8% from the year-ago quarter.
Agilon Health Inc. (NYSE:AGL) shares are soaring on Thursday as the company recently announced an increase in its full-year 2026 guidance. The company operates and manages a network of independent physicians.
Agilon Health Shares Rise After Guidance IncreaseThe company announced results that reflect disciplined execution and progress against its strategic priorities.
Agilon Health reported first-quarter earnings of $1.80 per share, beating the consensus of $1.31.
Sales reached $1.42 billion, surpassing the Wall Street estimate of $1.38 billion.
Revenues fell 7% year over year, reflecting lower year-over-year membership partially offset by improved pricing, contract economics, and burden of illness performance.
Membership Declines While Margins ImproveTotal members on the Agilon platform decreased to 536,000 as of March 31, 2026, including 426,000 Medicare Advantage members and 110,000 ACO model beneficiaries.
Medical margin was $149 million, up from $128 million a year ago. Medical margin includes the cost trend for Medicare Advantage members reserved at 7.4%.
Adjusted EBITDA was $54 million, up from $21 million a year ago.
We are seeing early returns from investments in data and technology, clinical execution, and operating discipline,” said Ronald Williams, Executive Chairman.
Agilon Health Raises 2026 Revenue Outlook“We are also strengthening our Total Care Model—expanding clinical pathways, improving quality, and deepening payor alignment—positioning us for more predictable outcomes and sustained margin expansion. We remain confident in our 2026 outlook and long-term growth trajectory,” Williams further added.
Agilon Health expects second-quarter sales of $1.44 billion-$1.48 billion compared to the consensus of $1.34 billion.
The company raised its fiscal 2026 sales guidance from $5.41 billion-$5.58 billion to $5.68 billion-$5.81 billion, versus the consensus of $5.45 billion.
William Blair notes it was a good start to 2026, and ongoing clinical, cost-cutting, and operational initiatives appear to be driving a solid turnaround at the company.
How Agilon Health (AGL) Ranks On MomentumBelow is the Benzinga Edge scorecard for Agilon Health, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Neutral (Score: 58.56) — Stock is showing moderate performance indicators. The Verdict: Agilon Health’s Benzinga Edge signal reveals a momentum-driven story, suggesting that while the stock has shown some recovery, it remains to be seen if this upward trend can be sustained in the long term.
AGL Price Action: Agilon Health shares were up 99.89% at $55.67 at the time of publication on Thursday, according to Benzinga Pro data.
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Market News and Data brought to you by Benzinga APIs
Agilon Health shares rose sharply after the healthcare company posted better-than-expected first-quarter results and boosted its full-year guidance. (Dreamstime)
Shares of Agilon Health headed for their best day on record after the beleaguered healthcare company posted better-than-expected earnings, coupled with an outpouring of glowing commentary from analysts.
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
There are several stocks that currently pass through the screen and Agilon Health (AGL - Free Report) is one of them. Here are the key reasons why this stock is a great candidate.
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 185.1%, the stock of this senior-focused health care company is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. AGL meets this criterion too, as the stock gained 500.9% over the past 12 weeks.
Moreover, the momentum for AGL is fast paced, as the stock currently has a beta of 2.29. This indicates that the stock moves 129% higher than the market in either direction.
Given this price performance, it is no surprise that AGL has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped AGL earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, AGL is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. AGL is currently trading at 0.16 times its sales. In other words, investors need to pay only 16 cents for each dollar of sales.
So, AGL appears to have plenty of room to run, and that too at a fast pace.
In addition to AGL, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
Click here to sign up for a free trial to the Research Wizard today.
The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Agilon Health (AGL - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.
Agilon Health is one of 888 companies in the Medical group. The Medical group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Agilon Health is currently sporting a Zacks Rank of #2 (Buy).
Over the past three months, the Zacks Consensus Estimate for AGL's full-year earnings has moved 47.5% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Our latest available data shows that AGL has returned about 215% since the start of the calendar year. Meanwhile, the Medical sector has returned an average of -8.2% on a year-to-date basis. This shows that Agilon Health is outperforming its peers so far this year.
One other Medical stock that has outperformed the sector so far this year is Amarin (AMRN - Free Report) . The stock is up 7.9% year-to-date.
The consensus estimate for Amarin's current year EPS has increased 12.1% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
To break things down more, Agilon Health belongs to the Medical Services industry, a group that includes 63 individual companies and currently sits at #98 in the Zacks Industry Rank. Stocks in this group have lost about 11% so far this year, so AGL is performing better this group in terms of year-to-date returns.
In contrast, Amarin falls under the Medical - Biomedical and Genetics industry. Currently, this industry has 432 stocks and is ranked #142. Since the beginning of the year, the industry has moved -1.8%.
Going forward, investors interested in Medical stocks should continue to pay close attention to Agilon Health and Amarin as they could maintain their solid performance.
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
There are several stocks that currently pass through the screen and Agilon Health (AGL - Free Report) is one of them. Here are the key reasons why this stock is a great candidate.
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 205.6%, the stock of this senior-focused health care company is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. AGL meets this criterion too, as the stock gained 501.1% over the past 12 weeks.
Moreover, the momentum for AGL is fast paced, as the stock currently has a beta of 2.29. This indicates that the stock moves 129% higher than the market in either direction.
Given this price performance, it is no surprise that AGL has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped AGL earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, AGL is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. AGL is currently trading at 0.24 times its sales. In other words, investors need to pay only 24 cents for each dollar of sales.
So, AGL appears to have plenty of room to run, and that too at a fast pace.
In addition to AGL, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
Click here to sign up for a free trial to the Research Wizard today.
The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Agilon Health (AGL - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.
Agilon Health is a member of the Medical sector. This group includes 884 individual stocks and currently holds a Zacks Sector Rank of #7. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Agilon Health is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for AGL's full-year earnings has moved 62.2% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Based on the latest available data, AGL has gained about 395.3% so far this year. Meanwhile, stocks in the Medical group have lost about 6% on average. This means that Agilon Health is outperforming the sector as a whole this year.
Another stock in the Medical sector, Humacyte, Inc. (HUMA - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 15.6%.
In Humacyte, Inc.'s case, the consensus EPS estimate for the current year increased 28% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Agilon Health is a member of the Medical Services industry, which includes 62 individual companies and currently sits at #87 in the Zacks Industry Rank. This group has lost an average of 11.6% so far this year, so AGL is performing better in this area.
Humacyte, Inc., however, belongs to the Medical - Biomedical and Genetics industry. Currently, this 430-stock industry is ranked #142. The industry has moved -0.5% so far this year.
Investors interested in the Medical sector may want to keep a close eye on Agilon Health and Humacyte, Inc. as they attempt to continue their solid performance.