Track market-moving stories before they get noisy

The overall crypto market may be reeling, but the stablecoin industry continues to grow at a prodigious rate. Stablecoins are now worth $300 billion and could be worth upwards of $3 trillion by the end of 2030, according to Treasury Secretary Scott Bessent.

So, what's the best way to get exposure to these dollar-pegged digital currencies? The latest Motley Fool research on stablecoins highlights three ways investors can get exposure to the stablecoin boom.

Image source: Getty Images.

Card issuers and payment networks As a starting point, it's worth considering two credit card behemoths: Mastercard (MA 0.67%) and Visa (V 1.27%). Both are now putting their full weight behind new blockchain-based payment initiatives, including some that feature stablecoins.

As the new Motley Fool research points out, Visa and Mastercard are not trying to become stablecoin issuers. Instead, they are positioning themselves as the connective layer between stablecoin wallets and the existing payments infrastructure. As stablecoin payments scale, both Visa and Mastercard are attempting to stay one step ahead of the competition.

With that in mind, Mastercard launched a global Crypto Partner Program in March 2026 with more than 85 digital asset and fintech firms, including PayPal (PYPL 0.91%), Circle Internet Group (CRCL +2.42%), Binance (BNB +0.98%), Gemini (GEMI +2.20%), Kraken, MetaMask, and Ripple. For its part, Visa has begun accepting stablecoin payments through various crypto partners, allowing customers to link their Visa cards to stablecoin wallets.

Today's Change

(

-0.67

%) $

-3.28

Current Price

$

485.80

Banks and financial institutions The Motley Fool research also highlights that a number of top banks and financial institutions are running stablecoin pilot projects. These include JPMorgan Chase (JPM +0.51%), Bank of America (BAC +0.18%), and Citigroup (C +1.28%).

Here's where the lines really begin to blur between traditional finance and blockchain finance. The growing consensus is that stablecoins, running entirely on blockchain payment rails, could make a lot of sense in terms of cost savings and potential efficiencies.

But it's not clear right now what the best strategy is. Should these banks offer their own stablecoins, or should they use popular stablecoins -- such as Tether (USDT 0.04%) or USDC (USDC +0.00%) -- that already exist? Or should they hedge their bets and partner with a large group of banks to offer a new type of dollar-pegged stablecoin with its own unique properties?

Stablecoin issuers The final option -- and arguably the riskiest -- is to invest in stablecoin issuers such as Circle Internet Group. As the issuer of the $77 billion USDC stablecoin, Circle is the best pure-play stablecoin investment opportunity. By investing in Circle stock, it's possible to get direct exposure to the high-flying stablecoin trend.

What's interesting here is that a number of top fintech firms are also throwing their hats into the stablecoin ring. These include PayPal, which issued a stablecoin in 2023, as well as Ripple, the company behind the XRP (XRP 0.47%) token, which issued a stablecoin in 2024. The market cap of PayPal USD (PYUSD +0.00%) is currently $3.5 billion, while the market cap of Ripple USD (RLUSD +0.00%) is $1.5 billion.

If you're really willing to take a flier, you could choose to invest in highly speculative cryptocurrencies such as Stable (STABLE 1.31%) that offer direct exposure to stablecoins. Stable, with a market cap of $725 million, has emerged as the first Layer 1 blockchain dedicated entirely to stablecoins. The goal is to create a thriving blockchain ecosystem around the $190 billion Tether stablecoin.

Caveats for investors Just remember -- it's still early innings for stablecoins. While top card issuers, payment networks, and banks are experimenting with stablecoins, these dollar-pegged digital currencies still do not make a meaningful impact on either the top line or the bottom line of these behemoth companies.

Moreover, as the Motley Fool stablecoin research points out, a key factor to keep in mind is the overall regulatory and legal environment for stablecoins. The pending Digital Asset Market Clarity Act (Clarity Act) could have a huge impact on not just which stablecoins soar in popularity but also how easy it is for banks and fintech firms to integrate them into their global payment infrastructure.

Right now, I'm focused on Circle as the best way to play the stablecoin boom. But I'm also keeping my eye on what Mastercard is doing. Its sprawling Crypto Partner Program is sure to produce some new winners, and that's where things could really get interesting.

JPMorgan Chase is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. Dominic Basulto has positions in Circle Internet Group, PayPal USD, USDC, and XRP. The Motley Fool has positions in and recommends JPMorgan Chase, Mastercard, PayPal, Visa, and XRP. The Motley Fool recommends BNB and recommends the following options: short June 2026 $50 calls on PayPal. The Motley Fool has a disclosure policy.

Circle Internet Group, Inc. (NYSE: CRCL) announced today that Jeremy Allaire, Co-Founder, Chairman and Chief Executive Officer, will participate in a fireside chat at the Bernstein 42nd Annual Strategic Decisions Conference on Thursday, May 28, 2026 at 8:00am ET.

The live audio webcast of the session will be available on Circle’s Investor Relations website at www.circle.com/investors. For those unable to listen to the live webcast, a replay will be available on our website shortly after the event.

Please direct any questions regarding obtaining access to the webcast to Circle Investor Relations via email at [email protected].

Disclosure Information

In addition to filings with the Securities and Exchange Commission (SEC), Circle uses its Investor Relations website (https://investor.circle.com), its blog (https://www.circle.com/blog), press releases (https://www.circle.com/pressroom), public conference calls and webcasts, its X feed (https://x.com/circle), and its Linkedin page (https://www.linkedin.com/company/circle-internet-financial) as a means of disclosing material nonpublic information, announcing upcoming investor conferences and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor these sites in addition to following Circle’s SEC filings.

About Circle Internet Group, Inc.

Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global economy through programmable blockchain infrastructure, digital assets, and payment applications. Circle’s platform includes the world’s largest stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260521423159/en/

The next phase of crypto's public-market pitch is less about token prices and more about financial infrastructure. As trading revenue slows, companies including Coinbase, Robinhood, Circle, Bullish and Gemini are trying to show they can own the systems that issue, trade, settle and record assets.

The partnership brings USDC-powered settlement together with Nium's last-mile global payouts across more than 190 countries, enabling stablecoin payments for global businesses.

, /PRNewswire/ -- Nium, the global leader in real-time cross-border payments infrastructure, and Circle Technology Services, LLC, an affiliate of Circle Internet Group, Inc. (NYSE: CRCL) ('Circle') and operator of Circle Payments Network (CPN), today announced a partnership to connect stablecoin settlement with last-mile global payouts.

As part of the partnership, Nium joins CPN as a global payout partner, providing financial institutions on the network with direct access to Nium's payout infrastructure across more than 190 countries and in 100 currencies.

Nium x Circle Partnership (PRNewsfoto/Nium) With Nium now part of CPN, financial institutions can route payments through the CPN network to Nium's payout infrastructure, including access to Nium's entire portfolio of countries and currencies through a single integration. Payments using CPN will now be supported by integrated FX optimization and smart routing, enabling efficient conversion and delivery without the need to source and manage multiple local providers.

Together, Circle and Nium provide a unified foundation for global payments. Circle delivers regulated, USDC[1]-powered settlements with built-in compliance and a governed network designed for institutional use. Nium enables local currency delivery through real-time, last-mile payout rails and extensive regulatory coverage, allowing institutions to deliver funds delivered in local currency into accounts, wallets, and cards worldwide.

This partnership addresses a key challenge in cross-border payments: bridging fast, transparent settlements with reliable last-mile delivery. By joining CPN, Nium enables institutions to access capabilities through a single payment network without managing fragmented providers and prefunding accounts across multiple corridors.

"Traditional and onchain payment rails are converging, and that convergence demands infrastructure that banks, fintechs, and global enterprises can rely on at scale," said Prajit Nanu, Founder and CEO of Nium." By partnering with Circle and joining CPN, we are combining Circle's regulated settlement instrument with Nium's global payout reach to deliver a more seamless way for institutions to move money worldwide."

"Financial institutions are increasingly looking for ways to use stablecoins to solve persistent payments pain points," said Kash Razzaghi, Chief Commercial Officer at Circle. "Through our partnership with Nium and their integration into Circle Payments Network, we are extending USDC from a settlement instrument into a complete payments flow, helping institutions move money globally with greater speed, transparency, and capital efficiency."

Circle continues to scale CPN, with $8.3 billion in annualized transaction volume based on the trailing 30day activity as of March 31, 2026[2], reflecting growing institutional adoption of USDC for global payments.

With Nium now part of CPN, financial institutions can:

Move money globally using USDC and enable final settlement through Nium's real-time payout network, enabling faster end-to-end payment flows Reduce prefunding requirements across corridors Access global payout capabilities through a single integration Track transactions in real time with onchain transparency For more information, visit  circle.com/cpn or nium.com.

About Nium
Nium provides global infrastructure for real-time cross-border payments, founded on the mission to deliver the global money movement infrastructure of tomorrow, today. Its platform incorporates the most advanced fiat and blockchain capabilities, enabling banks, fintechs, and enterprises to collect, convert, send, and spend funds instantly across borders. Its payout network supports stablecoins, 100 currencies and spans 190+ countries, over 100 of which are in real-time. Funds can be disbursed to accounts, wallets, and cards, and collected locally in 40 markets.

As a principal card issuer on Visa, Mastercard, Discover, and UATP, Nium issues over 38 million card tokens every year. It holds regulatory licenses and authorizations in more than 40 countries, enabling seamless onboarding, rapid integration, and compliance, independent of geography. Nium is backed by leading investors including Visa, Riverwood Capital, Tribe Capital, and New View Capital. The company is co-headquartered in San Francisco and Singapore. For more information, visit www.nium.com.

About Circle Payments Network
Circle Technology Services, LLC (CTS) is the operator of Circle Payments Network (CPN) and offers products and services to financial institutions that participate in CPN to facilitate their CPN access and integration. CPN connects participating financial institutions around the world, with CTS serving as the technology service provider to participating financial institutions. While CTS does not hold funds or manage accounts on behalf of customers, we enable the global ecosystem of participating financial institutions to connect directly with each other, communicate securely, and settle directly with each other. CTS is not a party to transactions between participating financial institutions facilitated by CPN who use CPN to execute transactions at their own risk. Use of CPN is subject to the CPN Rules and the CPN Participation Agreement between CTS and a participating financial institution. 

[1] USDC is issued by regulated affiliates of Circle. See Circle's list of regulatory authorizations at circle.com/legal/licenses.

[2] Company data as of March 31, 2026.

Photo - https://mma.prnewswire.com/media/2987692/Nium_Circle.jpg
Logo - https://mma.prnewswire.com/media/2333904/5987369/Nium_Logo.jpg

SOURCE Nium

 | 

Nium and Circle have teamed to link stablecoin settlement with global payout infrastructure.

The partnership will see the cross-border payments company join Circle’s Payments Network (CPN) as a payout partner, the companies said in a Thursday (May 27) news release.

This will allow financial institutions to move funds via Circle’s USDC stablecoin and settle in local currencies across more than 190 countries.

“Traditional and onchain payment rails are converging, and that convergence demands infrastructure that banks, fintechs, and global enterprises can rely on at scale,” said Prajit Nanu, founder and CEO of Nium.

“By partnering with Circle and joining CPN, we are combining Circle’s regulated settlement instrument with Nium’s global payout reach to deliver a more seamless way for institutions to move money worldwide.”

The integration provides CPN participants with direct access to Nium’s payout rails through a single interface, supporting transactions in 100 different currencies. This technical connection is designed to streamline the conversion process through integrated foreign exchange (FX) optimization and smart routing.

Advertisement: Scroll to Continue

By automating these steps, the release added, the companies hope to remove the need for institutions to do things like managing multiple local service providers.

“Financial institutions are increasingly looking for ways to use stablecoins to solve persistent payments pain points,” said Kash Razzaghi, chief commercial officer at Circle.

“Through our partnership with Nium and their integration into Circle Payments Network, we are extending USDC from a settlement instrument into a complete payments flow, helping institutions move money globally with greater speed, transparency, and capital efficiency.”

In related news, PYMNTS wrote last week about the use of stablecoins in B2B marketplaces, arguing that the figure of this practice might depend less on technological efficiency and more on whether they preserve the credibility, legal certainty and interoperability that took traditional settlement systems decades to develop.

“Large marketplaces increasingly orchestrate not only transactions but also treasury functions, supplier payments, financing relationships and liquidity management,” the report said. “In many cases, marketplaces already resemble quasi-financial institutions.”

They hold balances, handle payouts, optimize working capital and facilitate international commerce between participants doing business across multiple jurisdictions. However, most of this activity relies on settlement rails created decades ago.

Stablecoins have the potential to compress treasury management, liquidity coordination and payment orchestration into software infrastructure, which could mean faster settlement, automated payouts, and less foreign exchange friction, PYMNTS wrote.

“Yet the more stablecoins position themselves as infrastructure, the more they encounter the same constraints that govern all critical financial infrastructure: trust, legal certainty and settlement finality,” that report added.

Circle (CRCL) is upgraded to Buy as distribution bottleneck risks fade and operating evidence improves. USDC circulation, Circle-controlled balances, and RLDC margins are all showing healthy growth despite lower reserve yields and persistent Coinbase drag. Valuation has compressed to ~8x forward revenue, offsetting slower growth expectations and enhancing risk/reward.

Vancouver, British Columbia--(Newsfile Corp. - June 1, 2026) - Corcel Exploration Inc. (CSE: CRCL) (OTCQB: CRLEF) (the "Company" or "Corcel") is pleased to announce assay results from the first drill hole of the recently completed, Phase 1 drill program at the Yuma King Project (the "Project") located in west-central Arizona.

Drill hole YK26-001 intersected a strong zone of near-surface, skarn-hosted, copper-gold-silver-molybdenum mineralization highlighted by 56.65 meters of 1.07% copper, 0.79 g/t gold, 7.1 g/t silver and 180 ppm molybdenum from 3.35 meters downhole. This drill hole expands on historical drill results and demonstrates the significant mineralization potential of the Yuma King mine area.

Highlights

Significant mineralization in first drill hole: A broad zone of near-surface copper-gold-silver mineralization punctuated with high-grade intervals was intersected in the first drill hole (YK26-001) at the Yuma King mine target. Results include:

56.65 meters of 1.07% Cu, 0.79 g/t Au, 7.1 g/t Ag, and 180 ppm Mo1 starting at 3.35 meters downhole, including,

7.85 meters of 2.28% Cu, 1.14 g/t Au, 6.8 g/t Ag, and 266 ppm Mo from 24 meters downhole and including,

8.80 meters of 2.07% Cu, 1.85 g/t Au, 20.5 g/t Ag, and 312 ppm Mo from 45 meters downhole

Results support current exploration model: Drill results from YK26-001 confirm and expand on historical drill results (e.g., 45.4 meters of 0.78% Cu, 0.53 g/t Au, and 6.3 g/t Ag in drill hole, see news release dated October 7, 2025)1 and demonstrate the significant high-grade and bulk-tonnage mineralization potential of the Yuma King mine target.

Results pending from five additional drill holes: The Phase I drill program consisted of over 1,087 meters across six drill holes and tested over 500 meters of mineralization strike-length. Results are pending from the remaining five drill holes (Figures 1 and 2).

"These are significant initial drill results from our Phase 1 drill program, building on the strong historical drilling completed in 2006 and further supporting the potential for a large-scale, near-surface copper-gold system at Yuma King," commented Jon Ward. "Importantly, this confirmation hole returned higher grades than the historical intercepts."

"The successful completion of our Phase 1 drill program marks an important milestone for the Company, and we look forward to the assay results from the other five drill holes."

Completed Phase I Drill Program

The Phase I drill program at the Yuma King project, near Salome, Arizona, consisted of 1,087 meters across six drill holes (Figure 1, Table 2). Drilling is now complete, with two holes currently at the lab, one drill hole ready for shipment and the final two drill holes undergoing logging and sampling prior to delivery. These drill holes were designed to test over 500 meters of strike-length and the down-dip potential of high-grade skarn-related copper-gold-silver mineralization below historical mine workings (Figure 1). Results from the remaining drill holes will be released once assay data are received, compiled, and interpreted.

Drill hole YK26-001 was designed to evaluate historical drill results from a drill program completed in 2006 by Big Bar Gold. The hole was drilled to the north at a dip of -50o. Based on modeling and review of historical results YK26-001 was planned to expand the mineralization to the north from historical hole YK01-A (Figures 1 and 2). YK26-001 returned a broad zone of near-surface copper-gold-silver mineralization (e.g., 56.65 meters of 1.07% Cu, 0.79 g/t Au, and 7.1 g/t Ag1, Table 1). Mineralization across this zone consists of copper oxides (azurite, malachite, chrysocolla, and tenorite, Figure 3) hosted in copper skarn/replacement in the Redwall Limestone. Results from drill hole YK26-001 confirm and expand on historical drill results and demonstrate the high-grade and bulk-tonnage mineralization potential of the Yuma King target.

Figure 1. Map showing the collar location of drill hole YK26-001 in relation to all recently completed holes with pending results and all historical drill holes. Location of historical underground workings is shown projected to surface.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_corcelimg1.jpg

Figure 2. Long section showing the down-hole assay results from drill hole YK26-001 and the results from historical drill holes. Traces of drill holes with pending results are also shown.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_corcelimg2.jpg

Figure 3. Photos of drill core from hole YK26-001(50.5 to 53.9 m) showing zones of strong copper oxide mineralization with copper grades annotated.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_53b570aa74aada7f_003full.jpg

Table 1. Assay results from drill hole YK26-001

DrillholeIntercept From - To (m)Intercept Thickness1 (m)Cu (%)Au (g/t)Ag (g/t)Mo (ppm)YK26-0013.356056.651.070.797.1180including2431.857.852.281.146.8266including4553.88.802.071.8520.5312Intercepts are drilled widths, true widths are unknown and reported intercepts may not reflect true widths. Table 2. Collar information for drill hole YK26-001

DrillholeEastingNorthingElevationAzimuthDipTotal DepthYK26-0012455243747879640.77341-5091.74YK26-0022455673747870650.3846-50152.4YK26-0032451813747932609.422-60103.3YK26-0042455963747960690.35258-7092.96YK26-0052456473747967691.33180-55127.41YK26-005A2456473747967691.33180-55245.36YK26-0062456943747893700.4250-50274.32Sampling, Quality Assurance/Quality Control (QA/QC)

All sampling was conducted under the supervision of Corcel's geologists, and all drill core analytical results have been monitored through the Company's quality assurance and quality control program (QA/QC). The drill core was sawn in half at Corcel's dedicated and secure core logging and processing facility near Parker, Arizona.

Half of the drill core was sampled and shipped by a bonded courier in sealed and secured woven polyester bags to Agat Laboratories in Calgary, Alberta. Core samples were prepared using standard preparation procedures 200-078 and 200-087 which involve crushing the sample to 80% less than 2mm, followed by a riffle split of 250g, and then a pulverised split to better than 85%, passing 75 microns.

Following sample preparation, the pulps were sent to the Agat Laboratories in Calgary, Alberta for analysis. Agat is registered to ISO/IEC 17025:2017 accreditations for laboratory procedures.

Drill core samples were analyzed for 48 elements, including Cu, Ag, Mo by ICP-OES/MS on a 0.2-gram aliquot using a four-acid digestion (method 201-071 and 201-470 for over-limit results). Gold was analyzed by fire assay on a 50-gram aliquot with an AAS (Atomic Absorption Spectroscopy) finish (method 202-551).

In addition to Agat Laboratories QA/QC protocols, Corcel implements a rigorous internal QA/QC program that includes the insertion of field and lab duplicates, certified reference materials (standards prepared by an independent lab) and blanks into the sample stream. Data verification of the analytical results includes a statistical analysis of the standards and blanks that must pass certain parameters for acceptance to ensure accurate and verifiable results, and the procedures and results are considered acceptable.

Technical Disclosure

Roy Greig, Ph.D., P.Geo, a Qualified Person as defined in National Instrument 43-101 Standards of Disclosure for Mineral Projects, and advisor to Corcel Exploration Inc. has reviewed and approved the technical content in this news release.

About Corcel Exploration Inc.

Corcel Exploration is a mineral resource company engaged in the acquisition and exploration of precious and base metals properties throughout North America. The Company has entered a long-term lease agreement to acquire the Yuma King Cu-Au project in Arizona, which spans a district-scale land position of 3,200 hectares comprising 515 unpatented federal mining claims in the Ellsworth Mining District, including the past-producing Yuma King Mine which saw underground production of copper, lead, gold and silver between 1940 and 1963. For more information, please visit our website at https://corcelexploration.com/.

Caution Regarding Forward-Looking Information

This news release contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities laws (collectively, "forward-looking information"). Forward-looking information in this news release includes, without limitation, statements with respect to: the expected receipt, compilation, and interpretation of additional assay results from the remaining five drill holes of the Phase 1 drill program at the Project; the potential for the expansion of known copper-gold-silver mineralized zones at the Yuma King mine target; the potential for the Project to host large-scale, near-surface copper-gold mineralization; the Company's plans to conduct future drilling and other exploration work at the Project, including any Phase II drill program; the anticipated timing, scope, and objectives of such work; the ability to secure permits, approvals, community support and financing on acceptable terms; and the potential for the Project to host an economic mining operation in the future.

Forward-looking information is based on a number of assumptions that, while considered reasonable by the Company at the date of this news release, are inherently subject to significant business, economic, competitive, operational and regulatory uncertainties and contingencies. These assumptions include, without limitation: future commodity prices and exchange rates; availability of financing on reasonable terms; availability of equipment, personnel and infrastructure; maintenance of title and access to properties; obtaining all required regulatory, surface and community approvals on expected terms and within expected timelines; accuracy of current technical information; and the absence of material adverse changes in applicable laws, political conditions, taxation, or capital markets.

Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied. Such risks include, without limitation: commodity price volatility; exploration, development, metallurgical and geological risk; permitting, environmental and regulatory risk; title and access risk; financing and liquidity risk; reliance on contractors and third parties; community, ESG and social license risk; political and security risk in foreign jurisdictions; operational disruptions, accidents and labour matters; changes in laws and taxation; dilution and capital markets risk; and the other risks more fully described under "Risk Factors" in the Company's continuous disclosure filings available under its profile at www.sedarplus.ca.

Readers are cautioned not to place undue reliance on forward-looking information. The Company does not undertake to update any forward-looking information except in accordance with applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299607

Source: Corcel Exploration Inc.

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

If you're coming out of this weekend a little lighter than you were following Thursday's close, you're not alone. The major market indexes took a big hit on Friday, and that didn't tell the full story. A whopping 8% of U.S. exchange-listed stocks posted double-digit percentage declines on the last trading day of the week.

Many might not bounce back right away, but I think Advanced Micro Devices (AMD +1.45%), Groupon (GRPN 0.19%), and Circle Internet Group (CRCL +2.42%) can recover as soon as this week. Let's take a look at Friday's 11% losses across all three, and dig into why they could be buying opportunities here.

Image source: Getty Images.

1. Advanced Micro Devices It was tough to see AMD stock take an 11% hit on Friday, but zoom out and the carnage isn't as bad. AMD has still more than doubled in 2026. The shares have nearly quadrupled over the past year.

Its rapid ascent over the past year isn't a surprise. AMD's central processing units and graphics processing units are moving as the AI revolution intensifies. Keeping up with the booming demand has lit a fire of accelerating growth under AMD's heels. It has posted five consecutive quarters of at least 30% top-line growth. The 38% increase it delivered in its latest quarter is its strongest year-over-year jump in nearly four years.

Today's Change

(

1.45

%) $

6.55

Current Price

$

458.95

The downside to a stock that's up 293% over the past year is that it's harder to make the same valuation argument. AMD has started to pick up the pace on both ends of the income statement in recent quarters, but the stock has fared substantially better. AMD is now trading for 63 times forward earnings, but a more reasonable multiple of 37 based on next year's analyst profit target.

AMD is pressing down on the accelerator even after Friday's bullish sentiment reversal. If 38% is its strongest revenue growth since the second quarter of 2022 -- and that is encouraging -- AMD is expected to grow its business by 43% this year and 57% in 2027. U.S. chip stocks lost a collective $1.3 trillion in market cap on Friday. AMD accounted for 6% of that pain, but that hit can be short-lived if AI demand is still growing.

Today's Change

(

-0.19

%) $

-0.03

Current Price

$

16.06

2. Groupon After eight consecutive years of declining revenue, Groupon bounced back with a marginal uptick in 2025. Reported losses continue, but the provider of deeply discounted local experiences returned to profitability on an adjusted basis in 2025.

Unlike AMD, which has had a great past 12 months, Groupon's stock has shed nearly half of its value over the past year. To be fair, Groupon had almost tripled through the first six months of last year.

The bullish Groupon argument is still there for the making. It's trading at less than 20 times next year's earnings, much cheaper than the two other stocks on this list. Groupon is turning the corner. Revenue is expected to accelerate gradually this year and again in 2027. There's also the business model. Any consumer-facing business is vulnerable to a potential slowdown, but Groupon's platform should benefit from businesses hungry to generate cost-effective leads in a challenging climate. Groupon is built for an audience looking to get more bang for its buck.

Today's Change

(

2.42

%) $

1.91

Current Price

$

80.84

3. Circle Internet Group It wasn't just chip stocks that were hit on Friday. Cryptocurrencies and related investments also took a bearish uppercut. It's easy to see why crypto mining companies and digital currency marketplaces would slide when traders are selling. Circle Internet Group stock should be holding up better.

Circle is a leading issuer of stablecoin products. It also provides blockchain solutions for the cryptocurrency market, but let's go back to its biggest business. Circle is the issuer of USD Coin (USDC +0.00%), a popular stablecoin with a circulation of roughly $75 billion. Circle teamed up with Coinbase (COIN 0.78%) on USD Coin, a currency designed to remain as close as possible to the U.S. dollar (hence the stablecoin designation).

Crypto took a hit last week. USD Coin is still at $1.00. Circle is at the mercy of the more volatile crypto market, not just for its blockchain solutions. If folks cool on crypto, the stablecoin market should also suffer. However, it bears pointing out that analysts see Coinbase revenue sliding 14% this year. Those same Wall Street pros see Circle's top line rising 12% this year, accelerating to a 40% jump come 2027. Opportunity is knocking on all three of these stocks.

On June 6, the Securities and Exchange Commission (SEC) published its Draft Strategic Plan for 2026 to 2030. SEC chairman Paul Atkins, who was sworn in last April, described the draft as the start of a "new day" for clearer crypto regulations, reduced enforcement overreach, and the modernization of the agency's systems to support innovation while protecting investors.

The SEC's focus on the crypto market is one of the most consequential parts of that plan. It states that "crypto asset technologies have the potential to revolutionize America's financial infrastructure and deliver new optionality, efficiencies, cost reductions, transparency, and risk mitigation for the benefit of all Americans."

Image source: Getty Images.

But to nurture its growth, the plan calls for the agency to provide a "firm regulatory foundation for digital assets and distributed ledger technologies through a rational, coherent, and principled approach." It also calls for clearer separation of regulatory responsibilities between the SEC and the Commodity Futures Trading Commission (CFTC) regarding cryptocurrencies.

This draft plan, along with the proposed CLARITY Act to regulate digital assets, indicates that the government is taking cryptocurrencies much more seriously. Let's see which tokens will benefit from that shift -- and which ones could be left in the dust.

The cryptocurrencies that will benefit from tighter regulations The SEC and CFTC have already jointly approved Bitcoin (BTC +0.45%) and Ethereum (ETH 0.32%), the two largest cryptocurrencies, as commodities rather than securities. That designation should shield them from tighter regulations, which will likely classify many smaller cryptocurrencies as "unlicensed securities" rather than commodities.

Today's Change

(

0.45

%) $

278.87

Current Price

$

62435.00

That downward pressure on the smaller tokens should drive more institutional investors to Bitcoin and Ethereum. Ethereum, the world's largest developer-oriented blockchain, will also benefit from a crackdown on smaller decentralized finance (DeFi) and smart contract platforms. Ethereum's more resilient Layer-1 (L1) blockchain competitors, including Solana (SOL +0.70%) and Cardano (SOL +0.70%), should also resist that selling pressure.

Under those new regulations, stablecoins that are fully backed by U.S. dollars and Treasuries could also become a viable alternative to real U.S. dollars. That's bad news for traditional banks, but it's great news for stablecoin issuers like Circle (CRCL +2.42%).

Niche tokens like LINK (LINK 0.15%) and XRP (XRP 0.47%) could also stabilize -- but not necessarily soar -- as the SEC tightens its regulations. LINK will thrive as more developer-driven blockchains draw more data from Chainlink's oracle network (which aggregates real-time data for decentralized apps). XRP, primarily used as a bridge currency for fiat transactions, could gain more momentum as a cheaper, faster alternative to SWIFT for cross-border payments.

The cryptocurrencies that will crumble under tighter regulations Smaller altcoins that aren't valued by their scarcity, like Bitcoin, or by their usefulness to developers, like Ethereum, will likely struggle to attract investors as regulations tighten. The obvious losers include meme coins like Dogecoin and Shiba Inu, which both lost more than half their value over the past 12 months.

Today's Change

(

0.55

%) $

0.00

Current Price

$

0.08

"Privacy coins" like Monero and Dash, which claim to be completely anonymous, could also be delisted under the SEC's new rules. Higher regulatory and compliance costs could also make it much more difficult for small teams of developers to launch new tokens, further consolidating the market under the larger blue chip tokens.

What could the SEC's proposed plans mean for investors? The SEC says the "rapid growth" of the cryptocurrency market has "outpaced the existing regulatory framework". In other words, the crypto market's "wild west" days are ending -- and investors should sell the weaker altcoins that won't survive the tighter market regulations.

They should still stick with the market's bellwethers, like Bitcoin and Ethereum, but they shouldn't expect those top cryptocurrencies to replicate their massive gains from the past decade. Instead, their prices will likely stabilize as they're more broadly used for mainstream payments and financial transactions.

Platform Enhances Support for Businesses Looking to Fund, Manage, and Pay Out Using Stablecoin Infrastructure - Powered by CPN Managed Payments

, /PRNewswire/ -- MassPay, a global payouts platform that enables businesses to pay anyone, anywhere through a single integration, today announced an expanded offering through Circle Payments Network (CPN) Managed Payments, provided by Circle Internet Financial, LLC., an affiliate of Circle Internet Group (NYSE:CRCL).

Building on its existing integration with CPN, MassPay now leverages CPN Management Payments for stablecoin-enabled settlement. The integration enables MassPay customers to fund, manage, and send payouts using stablecoins, without directly managing digital assets or blockchain infrastructure.

CPN Managed Payments is a fully managed settlement solution that enables payment service providers (PSPs), fintechs, banks and global enterprises to access the speed and efficiency of digital dollar-based settlement without holding or managing digital assets directly. It addresses key barriers to adoption by abstracting the complexity associated with digital asset management, enabling institutions to access these capabilities while continuing to operate within familiar financial and compliance frameworks.

This expanded integration strengthens MassPay's ability to support businesses using stablecoins as part of their treasury or payout workflows. MassPay customers can now programmatically create and manage dedicated wallets, convert balances  into USDC for treasury purposes, and initiate stablecoin payouts alongside existing options like bank transfers, debit cards, and digital wallets.

"The way businesses hold and move money is changing," said Ran Grushkowsky, CEO of MassPay. "More and more of our customers are holding stablecoins as a core part of how they manage their finances - not as an experiment, but as an everyday tool.  By leveraging CPN Managed Payments, we can better support our customers holistically - from how they fund their accounts, to how they pay their people and partners, worldwide."

"MassPay's expanded use of Circle Payments Network Managed Payments shows payments companies are looking to bring faster, cheaper, and programmable money movement into their core payout operations," said Irfan Ganchi, SVP of Product Management, Payments at Circle. "By leveraging managed infrastructure through CPN, MassPay enables customers to access stablecoin-powered workflows without directly managing digital assets."

For businesses managing large, global payout operations, this integration supports more efficient cross-border payment workflows, particularly across corridors where traditional settlement processes can be slow or expensive. Stablecoin-enabled settlements can help reduce reliance on multiple intermediaries while improving the speed and predictability of payout operations. MassPay supports a broad range of payout methods - including bank transfers, debit cards, digital wallets, and stablecoin-native payouts - through a single integration. As stablecoins become a more standard part of how global businesses manage money, MassPay is positioned to support that shift with CPN Managed Payments. .

About MassPay

We care about your people getting paid, anywhere. MassPay is a leading global payout orchestration platform empowering businesses to move money instantly, compliantly, anywhere, at scale. With a single, easy-to-integrate API, MassPay enables businesses to make real-time payouts to payees via bank transfers, digital wallets, debit cards, cryptocurrency, or cash pickup. The platform combines instant settlement capabilities with embedded compliance and KYC features, ensuring a secure payout experience for marketplaces, direct sales organizations, content creator platforms, and any business that requires a reliable, scalable global payout solution. Learn more at masspay.io.

MEDIA CONTACT:
C-Suite Media Strategies
Kristopher Conesa
[email protected]
www.csuitepr.com
305-975-5934

SOURCE MassPay

Cadence Design Systems (CDNS - Free Report) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.26%. A quarter ago, it was expected that this maker of hardware and software products for validating chip designs would post earnings of $1.9 per share when it actually produced earnings of $1.99, delivering a surprise of +4.74%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Cadence, which belongs to the Zacks Computer - Software industry, posted revenues of $1.47 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.69%. This compares to year-ago revenues of $1.24 billion. 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.

Cadence shares have added about 6.5% since the beginning of the year versus the S&P 500's gain of 4.7%.

What's Next for Cadence?While Cadence 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 Cadence was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $1.92 on $1.44 billion in revenues for the coming quarter and $8.16 on $5.99 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, Computer - Software is currently in the top 30% 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, OptimizeRx Corp. (OPRX - Free Report) , has yet to report results for the quarter ended March 2026.

This company is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of -87.5%. The consensus EPS estimate for the quarter has been revised 23.5% lower over the last 30 days to the current level.

OptimizeRx Corp.'s revenues are expected to be $18.45 million, down 15.9% from the year-ago quarter.

April 29, 2026 16:05 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., April 29, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, has published its Environmental, Social and Governance (ESG) report for 2026.

As a company focused on optimizing meaningful engagement opportunities at critical junctures of the healthcare journey, we remain dedicated to aligning our mission with our responsibilities as a corporate citizen.

ESG Report Highlights

The appointment of Mary Varghese Presti to our Board of Directors as an independent director furthers our ongoing process to refresh and expand our Board of Directors. Varghese Presti brings more than 25 years of experience at the intersection of healthcare, life sciences, and technology, with a track record of building and scaling platforms that translate innovation into real-world impact.We have added Scope 3 supply chain emissions to our greenhouse gas emissions reporting for the first time since beginning emissions reporting in 2022. To read our full ESG report, please visit our governance page here: https://investors.optimizerx.com/esg.

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life science brands connect with patients and healthcare providers. Our platform combines innovative artificial intelligence (AI)-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on X, LinkedIn or visit www.optimizerx.com. 

Important Cautions Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “anticipates”, “believes”, “estimates”, “expects”, “forecasts”, “intends”, “plans”, “projects”, “targets”, “designed”, “could”, “may”, “should”, “will” or other similar words and expressions are intended to identify these forward-looking statements. All statements that reflect the Company’s expectations, assumptions, projections, beliefs or opinions about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to the Company’s growth, business plans, and future performance. These forward-looking statements are based on the Company’s current expectations and assumptions regarding the Company’s business, the economy, and other future conditions. The Company disclaims any intention or obligation to publicly update or revise any forward-looking statements, whether because of new information, future events, or otherwise, except as required by applicable law. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Future events and actual results could differ materially from those set forth in, contemplated by, or underlying the forward-looking statements. The risks and uncertainties to which forward-looking statements are subject include, but are not limited to, the effect of government regulation, competition, and other risks summarized in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, its subsequent Quarterly Reports on Form 10-Q, and its other filings with the Securities and Exchange Commission.

OptimizeRx Contact
Andy D’Silva, Chief Business Officer
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]

Wall Street expects a year-over-year decline in earnings on lower revenues when OptimizeRx Corp. (OPRX - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 12. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of -87.5%.

Revenues are expected to be $18.45 million, down 15.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 23.53% lower 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 an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

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. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

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 OptimizeRx?For OptimizeRx, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -500.00%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that OptimizeRx will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. 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 OptimizeRx would post earnings of $0.23 per share when it actually produced earnings of $0.51, delivering a surprise of +121.74%.

Over the last four quarters, the company has beaten consensus EPS estimates four 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.

OptimizeRx 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.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Expands life sciences marketers’ reach at the validated point of care, enabling DSPs to directly integrate with OptimizeRx’s trusted EHR network for the first time May 11, 2026 07:30 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare providers (HCPs) and patients at the most important decision points, today announced the launch of a new programmatic connection point between OptimizeRx’s proprietary EHR network and DSPs, enabling media buyers to activate scalable, point of care campaigns within their existing programmatic workflows. This launch also opens up new access for OptimizeRx to the programmatic market, estimated at 90% of the total U.S. digital display ad spend across all industries.

Bridging Point of Care Impact and Programmatic Efficiency

Life sciences media buyers have long faced a tradeoff: activate high-impact campaigns within the EHR through managed programs or buy programmatically with limited or unverified access to real clinical decision moments.

With this launch, media buyers can now combine the speed, control, and transparency of programmatic buying with the precision to reach HCPs directly in their clinical workflow.

Media buyers will be able to:

Activate EHR campaigns faster, directly through their DSPSelf-manage the reach, frequency, and scale of EHR placementsSeamlessly incorporate EHR advertising into their omnichannel strategies “The EHR is one of the most impactful places to engage HCPs, but not every life sciences brand has a practical way to access it,” said Steve Silvestro, Chief Executive Officer at OptimizeRx. “This launch changes that picture. Not only does it expand access to key clinical moments, but it also represents a step-change for DSPs seeking a competitive advantage in the life sciences market, opening the door to new demand, stronger client relationships, and higher industry revenues.”

Expanding DSP Value in the Life Sciences Market

DSPs can now integrate OptimizeRx’s EHR publisher network directly into their native platform environment, giving their life sciences clients access to premium point of care inventory within existing buying workflows.

By connecting OptimizeRx’s proprietary EHR network to their programmatic platforms, DSPs can:

Provide marketers with authenticated, bot-free EHR inventory previously unavailable at scaleDifferentiate their offerings with a high-value channel tailored to the needs of their life sciences clientsCapture an increased share of the $19B+ pharma digital ad market by meeting the demand for greater point of care access To inquire about integrating OptimizeRx into your programmatic platform, contact: Louis Trivento, SVP Strategic Partnerships, [email protected].

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life sciences brands connect with patients and healthcare providers. Our platform combines innovative, AI-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood® Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on LinkedIn or X, or visit www.optimizerx.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "enabling", "can", "activate", "expanding", "incorporate", "connecting" or other similar words and expressions are intended to identify these forward-looking statements. All statements in this press release that reflect the Company's expectations, assumptions, projections, beliefs or opinions about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to the ability of OptimizeRx to successfully penetrate the programmatic market, a DSP’s ability to expand access to key clinical moments or gain a competitive advantage in the life sciences market, the ability of healthcare marketers to activate point of care campaigns at scale, and a DSP’s ability to better differentiate its offerings or capture greater market share by accessing the EHR network. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon the Company’s current expectations and involve assumptions regarding the Company's business, the economy, and other future conditions that may never materialize or may prove to be incorrect. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Actual results and the timing of events could differ materially from those anticipated in such forward-looking statements as a result of various risks and uncertainties including, but not limited to the effect of government regulation, seasonal trends, dependence on a concentrated group of customers, cybersecurity incidents that could disrupt operations, the ability to keep pace with growing and evolving technology, the ability to maintain contracts with eRx platforms and EHR networks, competition, and other factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024, and in other filings the Company has made and may make with the SEC in the future. One should not place undue reliance on these forward-looking statements, which speak only as of the date on which they were made. The Company undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made, except as may be required by law.

OptimizeRx Contact
Jennifer Dinkel, VP Marketing
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]

Press Inquiries
Matter Communications
[email protected]

Partnership Inquires
Louis Trivento, SVP Strategic Partnerships
[email protected]

– Q1 revenue totals $19.8 million– Q1 net loss and adjusted EBITDA came in at $(0.5) million and $3.3 million, respectively– 2026 revenue guidance updated to $95-$100 million; adjusted EBITDA guidance unchanged at $21-$25 million– Paid off an incremental $2.7 million in principal from term loan during Q1– Completed debt refinancing, subsequent to end of Q1, with a $35 million traditional banking facility, resulting in expected $1.5 million in annual interest expense savings– Launched operating efficiency initiatives, subsequent to end of Q1, with expected annualized savings of $3 million, including $1 million in 2026 WALTHAM, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, today announced results for the three months ended March 31, 2026.

OptimizeRx Corporation (OPRX) Q1 2026 Earnings Call Transcript

Key Takeaways OPRX cut 2026 revenue outlook to $95-$100M, down from $109-$114M and earlier $118-124M.Management cites MFN pricing disruption and macro uncertainty as clients tighten budgets, delaying campaigns.OPRX's DAAP grew 60% and related subscription revenues 45%; net revenue retention stayed at 110%. OptimizeRx Corporation (OPRX - Free Report) trimmed its 2026 revenue outlook, reflecting ongoing near-term pressures. Revenues are now expected to be between $95 million and $100 million, compared with the previous range of $109-$114 million. This is the second revision to the revenue outlook, with the initial guidance of $118-$124 million provided at the end of the third quarter of 2025.

Citing disruptions stemming from the most favored nation (“MFN”) pricing dynamics and broader macroeconomic uncertainty, several clients are tightening budgets, affecting contract durations and delaying campaign timing and scope, as highlighted by the management. These factors have reduced contracted revenue visibility, prompting an outlook revision.

First-quarter revenues were down 10% year over year to $19.8 million. Management attributed this decline partly to lower managed services revenues, reduced spending from a major client account and cautious budget spend owing to the above-mentioned factors.

OPRX also noted that some of the pressure is coming from a single large client experiencing continued disruption.

Image Source: Zacks Investment Research

Despite the lowered outlook, OptimizeRx’s underlying business trends appear encouraging. The expanding adoption of OPRX’s Dynamic Audience Activation Platform is expected to support top-line growth. OPRX reported 60% growth in its DAAP platform, along with a 45% increase in related subscription revenues. Net revenue retention remained solid at 110%.

OPRX is adding more customers, especially in the mid-tier and long-tail life science companies. Management views this segment as highly attractive.

Profitability trends are also encouraging, with adjusted EBITDA full-year guidance ($21-$25 million) reiterated. Cost optimization efforts are helping offset revenue pressures. OPRX expects spending disruption to be temporary and largely confined to 2026. The company expects momentum heading into 2027. 

How Are Rivals Navigating?GoodRx Holdings, Inc. (GDRX - Free Report) is another digital healthcare company focused on medication savings in the United States and is used by nearly 25 million consumers. For 2026, the company now expects revenues of $765-$785 million, implying a decline of 1-4% from the $796.9 million reported in 2025. The earlier guided range was $750-$780 million, implying a decline of 2-6% from 2025.

Adjusted EBITDA is now expected to be at least $235 million (compared with the previous guidance of $230 million), indicating a decline from the $270.5 million reported in 2025. The increase in guidance is primarily tied to momentum in Pharma Direct and subscription revenues. Prescription transaction revenues are expected to remain under pressure in 2026.

Doximity (DOCS - Free Report) is one of the leading digital platforms for medical professionals in the United States. For fiscal 2027, revenues are expected to be between $664 million and $676 million, up roughly 4% year over year at the midpoint. Management highlighted that the broader HCP digital pharma advertising market remains soft, limiting visibility. Macro uncertainty and policy concerns are additional concerns.

Adjusted EBITDA is expected to be in the range of $323 million to $335 million, implying an adjusted EBITDA margin of approximately 49%. Fiscal 2026 adjusted EBITDA margin was 55%. The decline underscores increasing AI-related investments. 

OPRX Price Performance, Valuation & EstimatesShares of OptimizeRx have lost 22% in the past month compared with the Computer Software industry’s decline of 0.8%.

Image Source: Zacks Investment Research

Regarding the forward 12-month price/sales ratio, OPRX is trading at 0.84, lower than the sector’s multiple of 6.94.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for OPRX’s earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX currently carries a Zacks Rank #4 (Sell).

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

OPRX's shares slid 30% in a month as MFN pricing and cautious pharma spending hit revenue, even as DAAP growth and EBITDA surged.

Key Takeaways Doximity expanded AI adoption, with 140 health systems purchasing its clinical AI suite.DOCS signed initial AI search deals with top pharma firms despite cautious ad spending trends.OptimizeRx lowered its revenue outlook as shorter contracts and client disruption hurt visibility. OptimizeRx Corporation (OPRX - Free Report) and Doximity, Inc. (DOCS - Free Report) both operate in the digital healthcare engagement space, helping pharmaceutical companies and healthcare providers improve communication, workflow efficiency and physician engagement through technology-driven platforms. The companies are also investing heavily in AI-enabled tools to expand their capabilities and strengthen their positions within healthcare marketing and clinical workflow ecosystems.

At the same time, both companies are navigating a challenging healthcare advertising environment marked by cautious pharmaceutical spending, shorter contract durations and macroeconomic uncertainty. Despite these near-term pressures, management at both firms emphasized continued customer engagement, expanding AI initiatives and long-term growth opportunities tied to digital healthcare transformation.

Let’s evaluate their fundamentals, growth prospects, market challenges and valuations to determine which one presents a stronger investment opportunity.

The Case for OPRXOptimizeRx is gaining from the continued adoption of its AI-enabled DAAP solution, which grew 60% during the first quarter. The company highlighted expanding usage from major pharmaceutical clients, where point-of-prescribe solutions have evolved from targeted engagements into scaled multi-brand deployments, driven by measurable improvements in prescriber engagement and campaign performance. Management said this demonstrates the company’s ability to deepen relationships within large enterprise accounts.

OptimizeRx is also gaining from operational improvements and strategic platform expansion initiatives. The company’s DAAP subscription revenues increased 45% year over year, helping improve revenue visibility and build a more predictable financial model. OptimizeRx also announced new integrations with demand-side platforms controlling more than 80% of digital promotional spending, which management believes could drive meaningful long-term growth and improve utilization across its EHR network.

OPRX is also benefiting from growing momentum within the medtech sector and increasing adoption among mid-tier and long-tail life sciences customers. In the last earnings call, management highlighted that initial pilot programs are expanding into multimillion-dollar engagements, reinforcing confidence in the repeatability of its growth model. Management also stated that these customer groups remain significantly underpenetrated and represent a substantial long-term opportunity.

However, OptimizeRx is facing continued macroeconomic and healthcare industry headwinds that are affecting customer spending patterns. Management stated that cautious budget allocations, shorter contract durations, delays in campaign timing related to most favored nation pricing dynamics and broader macro uncertainty are reducing visibility into full-year performance. The company lowered its full-year revenue outlook to reflect these pressures. For 2026, it expects revenues to range between $95 million and $100 million, while continuing to project adjusted EBITDA between $21 million and $25 million.

Image Source: Zacks Investment Research

OptimizeRx is also dealing with a disruption tied to one major client relationship. Management stated that execution challenges within that account, combined with organizational changes at the client, contributed to weaker contracted revenue visibility. Although management in the last earnings call stated that conversations with the client have improved and the relationship is stabilizing, the disruption is expected to continue through much of 2026.

The Case for DOCSDoximity is gaining from accelerating AI adoption and growing physician engagement across its platform. In the last earnings call, management stated that nearly half of all U.S. doctors work at hospitals using its workflow or scheduling tools, while workflow engagement reached more than 800,000 unique quarterly active prescribers, representing roughly 30% year-over-year growth. Management also stated that AI Search and Scribe users have tripled since the Pathway acquisition.

The company is benefiting from expanding adoption of its clinical AI suite among hospitals and healthcare systems. It said 140 health systems, including seven of the top 20 hospitals in the United States, have purchased its clinical AI suite, providing more than 250,000 prescribers with HIPAA-compliant AI workflows. Management highlighted strong physician preference for its AI answers in side-by-side clinical evaluations due to built-in drug references and peer-reviewed functionality.

DOCS is gaining from early traction in AI monetization opportunities. The company has already signed its first AI search agreements with the top 20 pharmaceutical manufacturers and described strong interest from pharma marketers seeking innovative AI-based engagement tools. Doximity believes AI search could represent a multibillion-dollar incremental market opportunity on top of its existing pharma advertising business.

Image Source: Zacks Investment Research

However, Doximity is grappling with softer demand conditions within the healthcare professional digital pharma advertising market. Management stated that policy uncertainty and macroeconomic concerns are leading pharmaceutical companies to make shorter-term spending commitments and maintain cautious budget strategies. The company’s visibility remains limited and it expects overall market growth to remain modest during the fiscal year.

DOCS is also experiencing margin pressure tied to elevated AI investment spending. The company noted that rising AI compute costs and increased investments in research, compute infrastructure and marketing are weighing on near-term profitability. Management expects these higher expenses to continue through fiscal 2027 as the company prioritizes long-term AI expansion initiatives.

Share Performance of OPRX & DOCSIn the past six months, OPRX stock has plunged 66% while DOCS has declined 60.3%.

Image Source: Zacks Investment Research

Valuation for OPRX & DOCSIn terms of Price/Book, OPRX shares are trading at 0.71X, lower than DOCS’ 3.94X.

Image Source: Zacks Investment Research

How Do Estimates Compare for OPRX & DOCS?Over the past 60 days, analysts have revised their estimates downward for OPRX’s bottom line for the current year.

Image Source: Zacks Investment Research

For DOCS, estimates have been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX or DOCS: Which Stock Is the Better Investment?While DOCS carries a Zacks Rank #3 (Hold) at present, OPRX has a Zacks Rank #4 (Sell). Consequently, in terms of Zacks Rank, DOCS seems to be a better option at the moment.

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

Valued at only $2.2 billion in market capitalization, Quantum Computing (QUBT 0.32%) stock may have the best name in the quantum computing industry -- but it's still one of the smaller stocks in this industry. Despite what you may be seeing happen with the stock price today, however, I fear Quantum Computing may be destined to stay small.

Shares of Quantum Computing leapt 16% through 11:05 a.m. ET Thursday morning, after The Wall Street Journal reported the Trump Administration plans to award $2 billion in grants to nine quantum computing companies and take equity stakes to secure its investment in each.

Image source: Getty Images.

Money for thee, but not for me That sounds like good news, but here's the thing:

Quantum Computing is not one of these nine companies. Instead of giving money to Quantum Computing, the Trump Administration will award $100 million each to its rivals D-Wave Quantum (QBTS 0.52%), Infleqtion (INFQ 2.36%), and Rigetti Computing (RGTI +0.69%), $375 million to Globalfoundries (GFS +3.02%), and a cool $1 billion to International Business Machines (IBM 0.30%)!

A handful of privately owned companies will split the remainder of the $2 billion.

And Quantum Computing itself will get none.

Today's Change

(

-0.32

%) $

-0.03

Current Price

$

9.50

What does this mean for Quantum Computing stock? So how is this good news for Quantum Computing stock, if it's getting no money, and everyone else is getting a lot of money -- plus backing from the U.S. government that will give it an interest in seeing Quantum Computing's rivals succeed (and perhaps that Quantum Computing fails)?

I honestly don't see any logic in investors buying Quantum Computing stock on this news. With analysts still expecting the stock to lose money for years, it may be time to sell.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GlobalFoundries and International Business Machines. The Motley Fool has a disclosure policy.

Shares of Rigetti Computing (NASDAQ:RGTI), Quantum Computing Inc. (NASDAQ:QUBT), D-Wave Quantum (NYSE:QBTS), and IonQ (NYSE:IONQ | IONQ Price Prediction) are extending Thursday’s sector rebound into a second straight session. In morning trading, RGTI shares are up 17%, QUBT shares are up 14%, QBTS shares are climbing 13%, and IONQ shares are rising 8%.

It’s no longer a one-day bounce. RGTI, QBTS, QUBT, and IONQ shares are now mid-way through a two-day rally with serious cumulative magnitude across the basket, extending well beyond Thursday’s single-session bounce.

24/7 Wall St. flagged Thursday’s sharp rebound across RGTI, QBTS, QUBT, and IONQ. Today’s session is stacking right on top of yesterday’s gains, and the leadership pattern inside the group is repeating almost line for line.

Day Two Stacks on Day One RGTI shares are up 17% today, on top of Thursday’s 19% jump. Rigetti stock trades near $26, against a $22.04 prior close.

QBTS shares are up 13% today, on top of Thursday’s 19% move. D-Wave Quantum stock’s one-month gain now sits at 33%.

QUBT shares are up 14% today after rising 13% on Thursday. Quantum Computing Inc. stock has now logged a one-month gain of 27%.

IONQ shares are up 8% today, after climbing 7% on Thursday. IonQ stock remains the day’s laggard, even though its one-month gain of 31% is undeniably impressive.

Same Dispersion Pattern Repeats The ranking within the group from Thursday is repeating today almost exactly. RGTI and QBTS, the two most beaten-down names heading into the week, are leading again on Day 2.

QUBT continues to sit in the middle of the pack. IONQ, a strong one-month and year-to-date (YTD) performer, is again bouncing the least, consistent with the classic deepest-pullback-bounces-hardest pattern playing out across two consecutive sessions.

The four companies pursue meaningfully different quantum approaches. Rigetti runs superconducting qubits, D-Wave Quantum sells annealing systems, IonQ uses trapped ions, and Quantum Computing Inc. is built around photonic technology. The basket trade tends to flatten those distinctions on momentum days.

Bull Case Versus Bear Case The bull case rests on AI-quantum convergence narratives, growing government and defense interest, and broader speculative-name rotation. IonQ’s Q1 2026 revenue of $64.67M (up 755% year over year) and raised FY2026 guidance of $260M to $270M give the group leader real fundamental thrust, while D-Wave Quantum’s Q1 bookings of $33.4M point to commercial pull.

The bear case is straightforward. These are pre-revenue or barely-revenue companies trading mostly on sentiment, two-day vertical moves in speculative names often attract profit-takers, and competition from larger incumbents like IBM and Quantinuum continues to loom over the pure-plays.

What to Watch Investors will watch for whether Monday brings a third consecutive up-day for the quantum basket, or whether the typical pattern of a Friday rip cooling by the next session asserts itself. D-Wave Quantum’s first-ever Investor Day, scheduled for June 1 at the NYSE, is the next dated catalyst on the calendar.

Beyond that, broader sentiment toward speculative AI-adjacent themes and any individual technical milestones could move the group. RGTI, QBTS, QUBT, and IONQ trade together, but each name has its own roadmap and its own balance sheet.

For investors in RGTI, QBTS, QUBT, and IONQ, the honest framework matters more than the headline. A two-day vertical move is real, yet pre-revenue companies trading on sentiment can reverse course just as quickly as they rallied, and prudent position sizing is the takeaway here.

Yesterday, as you've probably heard, The Wall Street Journal reported on a Trump Administration plan to award $2 billion in grants to nine quantum computing companies -- none of which is named Quantum Computing (QUBT 0.32%).

It's perhaps unsurprising that the company named "Quantum Computing" still got caught up in the quantumania yesterday. Indeed, Quantum stock started moving a day before the announcement, then rocketed higher yesterday -- and higher again today.

Up 15.6% through 11:50 a.m. Friday, Quantum shares have gained 44% in three days of trading. But does it make sense that one of the only quantum computing stocks to not win a grant is going up right alongside all the quantum computing stocks that did?

Image source: Getty Images.

Now it's official Maybe... if there was a typo in the Journal article? Maybe... if someone simply forgot to mention that Quantum Computing got its own contract, too?

Except that didn't happen.

Shortly after WSJ broke the story, the Department of Commerce confirmed the list of winners. Operating under the CHIPS and Science Act, Commerce will "support and accelerate critical research and manufacturing of technologies for the quantum ecosystem," awarding foundry contracts to Globalfoundries (GFS +3.02%) and International Business Machines (IBM 0.30%), and quantum technology contracts to "Atom Computing," "Diraq," "PsiQuantum," "Quantinuum," D-Wave Quantum (QBTS 0.52%), Infleqtion (INFQ 2.36%), and Rigetti Computing (RGTI +0.69%).

But again, not a penny for Quantum Computing Inc.

Today's Change

(

-0.32

%) $

-0.03

Current Price

$

9.50

What does this mean for Quantum Computing stock? Most grants were for $100 million, enough to give Quantum Computing two years of runway before it runs out of money -- if it had won a grant. Without a grant, Quantum Computing must continue burning its own cash at a rate of more than $42 million per year.

This is bad news, not good news, for Quantum Computing stock.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GlobalFoundries and International Business Machines. The Motley Fool has a disclosure policy.

Today's Change

(

-0.52

%) $

-0.12

Current Price

$

23.13

D-Wave Quantum (QBTS 0.52%), a quantum computing systems and services developer, closed Tuesday at $27.81, down 5.25%. The stock is moving as traders react to recent CHIPS and Science Act funding headlines and consider the stock’s already lofty valuation.
Trading volume reached 54.2 million shares, coming in about 78% above its three-month average of 30.4 million shares. D-Wave Quantum IPO'd in 2020 and has grown 174% since going public.

How the markets moved todayThe S&P 500 (^GSPC +0.02%) added 0.62% to finish Tuesday at 7,519, while the Nasdaq Composite (^IXIC +0.06%) rose 1.19% to close at 26,656. Within quantum computing, peers saw mixed action as IonQ (IONQ 1.75%) closed at $63.62 (-0.06%) and Quantum Computing (QUBT 0.32%) finished at $11.61 (-5.12%), underscoring ongoing volatility across speculative growth names.

What this means for investorsInvestors piled into D-Wave Quantum stock late last week after it announced $100 million in new funding from the U.S. Department of Commerce. Shares of D-Wave and other quantum computing names pulled back today, however, after Flatiron Institute researchers challenged the superiority of quantum computing simulations over classical computing.

The institute, which focuses on advancing scientific research, claimed that classical computers are capable of addressing a category of problems once thought to be solvable exclusively by quantum computers. D-Wave responded in a press release, disputing the claim, stating that the researchers used an algorithm that is “not effective across the full range of problem classes studied in D-Wave’s Science paper,” which showed simulation quantum superiority.

The dispute highlights just one risk associated with quantum stocks like D-Wave, which already have success built into their pricey valuations.

Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends IonQ. The Motley Fool has a disclosure policy.

QUBT weekly chart shows recovery following 88.6% Fibonacci retracement above 200-week moving average tend support Lower High Signals Ongoing Resistance Pressure This week’s high of $13.39 generated a second and lower high after finding resistance for the second time near the noted resistance zone. Price behavior suggests that a deeper pullback may follow to test lower support levels and possibly extend into a consolidation phase toward the 20-day average at $10.30 and the rising uptrend line.

Trend Channel Structure Defines Short-Term Path There is a short-term rising trend channel on the chart, which was recognized as resistance with Monday’s lower high. Although the post-earnings trend high briefly overshot the top of the channel, the close was near resistance at the top boundary. In each case, QUBT has respected the channel, which increases the possibility that the lower boundary line of the channel will be tested as support before an attempt at new trend highs occurs. Also, notably, there had not yet been a decisive close above the 200-day moving average on a sustained basis.

Breakout Threshold Toward Major Upside Extension A sustained recovery of the 200-day moving average and lower swing high at $13.64 would trigger a trend reversal, putting QUBT on track to eventually challenge multi-year highs near the 2025 peak of $25.84. Although QUBT has lagged some other quantum stocks, relative to the 200-day moving average, once it reclaims that indicator, bullish momentum should strengthen meaningfully, improving the probability of an extended upside move.

If you’d like to know more about technical analysis and how traders use it, please visit our educational area.

, /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), a quantum optics and integrated photonics company, today announced that management will be participating in the following investor conferences:

Bank of America's Global Technology Conference on June 2-3, 2026 in San Francisco Rosenblatt's 6th Annual Technology Summit on June 9-10, 2026, attending virtually Bank of America's Transforming World Conference on June 16, 2026 in New York City Benchmark's Quantum Computing Summit on June 17, 2026 in Washington, DC Northland's Growth Conference on June 23, 2026, attending virtually Please contact your sales representative to register for any of the above conferences.

About Quantum Computing Inc.

Quantum Computing Inc. (Nasdaq: QUBT) is a quantum optics and integrated photonics company focused on delivering accessible, scalable, and cost-effective quantum machines and photonic solutions. The Company provides foundry services for thin-film lithium niobate ("TFLN") photonic chips and offers a vertically integrated portfolio spanning photonics components, subsystems, and full-stack systems.

Designed to operate at room-temperature with low-power requirements, QCi's technologies enable practical deployment across high-growth markets, including high-performance computing, artificial intelligence, cybersecurity, aerospace and defense, and advanced sensing and imaging. 

Headquartered in Hoboken, New Jersey, QCi has operations in Arizona, California, Illinois, Massachusetts and Virginia. By combining advanced materials, device engineering, and scalable manufacturing, QCi delivers integrated quantum and photonics technologies, accelerating commercialization and real-world adoption.

Company Contact:
John Nesbett/Zach Nevas
IMS Investor Relations
[email protected] 

SOURCE Quantum Computing Inc.