, /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today declared its 676th consecutive common stock monthly dividend. The dividend amount of $0.2715 per share, representing an annualized amount of $3.258 per share, is payable on November 13, 2026 to stockholders of record as of October 30, 2026.
About Realty Income
Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies®. Founded in 1969, we serve our clients as a full-service real estate capital provider. As of June 30, 2026, we have a portfolio of over 15,500 properties in all 50 U.S. states, the U.K., and eight other countries in Europe. We are known as "The Monthly Dividend Company®" and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time. Since our founding, we have declared 676 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats® index for having increased our dividend for over 31 consecutive years. Additional information about the company can be found at www.realtyincome.com.
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, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, the words "estimate," "anticipate," "assume," "expect," "believe," "intend," "continue," "should," "may," "likely," "plan," "seek," "will" and similar expressions are intended to identify forward-looking statements. Forward-looking statements include discussions of our activities, business, strategy, portfolio, platform, plans, intentions of management; and our dividends, including the amount, timing and payment thereof. Forward-looking statements are subject to risks, uncertainties, and assumptions about us which may cause our actual future results to differ materially from expected results. Some of the factors that could cause actual results to differ materially are, among others, our continued qualification as a real estate investment trust; general domestic and foreign business, economic, or financial conditions; competition; fluctuating interest and currency rates; inflation and its impact on our clients and us; access to debt and equity capital markets and other sources of funding (including the terms, structure and partners of such funding); volatility and uncertainty in the credit and financial markets; other risks inherent in real estate, private capital, credit and mezzanine investments, and joint ventures or co-investment ventures, including solvency, defaults under leases, bankruptcies, potential liability relating to environmental matters, illiquidity of real estate investments (including rights of first refusal or rights of first offer), and potential damages from natural disasters; impairments in the value of our real estate assets; volatility and changes in domestic and foreign laws and the application, enforcement or interpretation thereof (including with respect to tax laws and rates); property ownership through co-investment ventures, funds, joint ventures, partnerships and other arrangements which, among other things, may transfer or limit our control of the underlying investments; epidemics or pandemics; the loss of key personnel; the threat and outcome of any legal proceedings to which we are a party or which may occur in the future; acts of terrorism and war; and the anticipated benefits from mergers, acquisitions, co-investment ventures, funds, joint ventures, partnerships, and other arrangements; and those additional risks and factors discussed in our reports filed with the U.S. Securities and Exchange Commission. Readers are cautioned not to place undue reliance on forward-looking statements. Forward-looking statements are not guarantees of future plans and performance and speak only as of the date of this press release. Past operating results and performance are provided for informational purposes and are not a guarantee of future results. There can be no assurance that historical trends will continue. Actual plans and results may differ materially from what is expressed or forecasted in this press release and forecasts made in the forward-looking statements discussed in this press release may not materialize. We do not undertake any obligation to update forward-looking statements or publicly release the results of any forward-looking statements that may be made to reflect events or circumstances after the date these statements were made or to reflect the occurrence of unanticipated events.
Micron uzavírá dlouhodobé smlouvy na dodávky paměťových čipů až do roku 2030, které stanovují minimální a maximální ceny a zahrnují závazky typu take-or-pay, čímž zajišťují příjmy.
Micron (MU -3.62%) may be entering a new paradigm. The company operates in a cyclical industry, but Micron is taking steps to reduce its cyclicality over the next few years. This could transform Micron into a viable investment option and make it well worth buying stock in, as it looks ready to soar over the next few years.
But by how much? Let's take a look.
Image source: The Motley Fool.
A few comments guide Micron's trajectory
There has been no shortage of estimates regarding the strength of the artificial intelligence build-out. Some projections come from its peers and clients in the industry, while others come from its own management. During Micron's latest quarterly earnings report, management noted that they expect the "supply demand conditions to be much tighter in FY 2027 and 2028 than they were during 2026." That's a notable statement, as 2026's conditions were pretty tight. This led to soaring memory chip prices in 2026, and it could lead to even more expensive chips in the future.
However, Micron isn't sitting idle. It's racing to build more production facilities and expects its Idaho fabrication facility to begin producing chips in mid-2027, with its second Idaho facility starting production in late 2028. However, Micron still projects that memory chips will be in short supply. So, if Micron can increase its output dramatically while maintaining today's high prices, it could lead to incredible growth for the company. But it's not done there.
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Micron is starting to sign long-term customer agreements that are locking in floor and ceiling prices for memory chips through 2030. These are also take-or-pay agreements, so Micron is locking in revenue streams. Some of these agreements extend into 2031, indicating an even longer AI growth trajectory.
One long-term AI growth trajectory projection comes from Nvidia, which has repeatedly told investors to expect $3 trillion to $4 trillion in global AI data center capital expenditures annually by 2030. In 2026, Nvidia expects the big five AI hyperscalers to spend nearly $800 billion. If you estimate what others beyond the big five are spending, it's easy to see total capital expenditures sitting around $1 trillion this year.
So, the AI market could triple by 2030. This has huge implications for Micron, as its stock could be ready to skyrocket.
Micron is cheap and has huge growth
First off, Micron has hardly any growth priced into its stock for next year. It only trades at 5.6 times forward earnings.
MU PE Ratio (Forward) data by YCharts
The market is still pricing in a cyclical downturn in the near future, even though Micron has already told investors it won't happen anytime soon. This could lead to the stock at least tripling by the end of 2027, simply by rising to a reasonable valuation. Combine that with the AI market tripling to quadrupling as a whole by 2030, and there is a massive amount of upside baked into the stock.
So, how much could a $2,500 investment in Micron be worth by 2030? If all of the projections stated above come true, when Micron's fabrication facilities come online and start producing a large number of chips as expected, I think investors can expect the stock to grow more than 5-fold. How? First, Micron starts to trade at a reasonable 20 times earnings. I think this is somewhat realistic, as Micron has entered into long-term purchasing agreements with its clients that will reduce the effects of cyclical downturns. As a result, the market will give it a more respectable premium. That takes care of the stock rising about threefold to fourfold.
For the remainder of its growth, I'd point toward Nvidia's projection that data center capital expenditures will triple to quadruple by the time 2030 rolls around. That will mostly be from more computing chips needed, and every computing chip needs memory, potentially sourced from Micron. With that much growth ahead, I think it's pretty reasonable to expect Micron's business to double or triple. That would suggest a $2,500 investment in Micron could be worth $12,500, which makes the stock an absolute no-brainer buy at today's prices.
Micron is taking steps to ensure it isn't as cyclical, and this could make it a strong investment in the AI revolution.
Lockheed Martin a Avio uzavřely strategickou spolupráci na výrobě raketových motorů na tuhé pohonné látky. Po kvalifikaci se počáteční práce zaměří na motory pro ER GMLRS a PrSM v novém závodě Avio USA ve Virginii.
Lockheed Martin and Avio Announce Strategic Cooperation Agreement for Solid Rocket Motor Production
Lockheed Martin (NYSE: LMT) and Avio announced a strategic cooperation agreement for the production of solid rocket motors (SRMs). This collaboration will accelerate and expand the SRM industrial base with key manufacturing capabilities, bringing resiliency to a vital U.S. supply chain.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261013766935/en/
Avio USA CEO James Syring (L) and Lockheed Martin MFC President Tim Cahill announce a strategic cooperation agreement for the production of solid rocket motors at AUSA Annual Meeting 2026.
THE BIG PICTURE
After qualification, initial work will focus on the production of solid rocket motors for the Extended Range GMLRS® (ER GMLRS) and the Precision Strike Missile (PrSM). SRM production for these essential programs will be performed at Avio USA’s new state-of-the-art facility in Hurt, Virgina, drawing on the longstanding solid propulsion expertise of its parent company, Avio S.p.A. (EXM: AVIO).
WHY IT MATTERS
SRM supply chain resiliency: This agreement provides Lockheed Martin access to a share of Avio’s merchant supply capacity for ER GMLRS and PrSM production, ensuring flexibility and creating surety of supply in the crucial SRM supply chain to meet accelerating customer demand and guarantee uninterrupted mission readiness across global operations.Increased production capacity: By augmenting the defense industrial base, this effort demonstrates Lockheed Martin’s agile response to heightened production requirements, supporting the expansion of dedicated lines and resources to fulfill emerging operational needs for SRM production.Accelerated ER GMLRS and PrSM manufacturing capabilities: By leveraging expanded SRM production capacity, Lockheed Martin is creating the opportunity to accelerate ER GMLRS and PrSM output to deliver increased munition volumes faster to support warfighters and combatant commands.EXPERT PERSPECTIVE
“A reliable and diverse supply chain for solid rocket motors is fundamental to our strategy for a stronger defense industrial base. This strategic cooperation agreement with Avio enables us to speed up production of essential capabilities, ensuring our customers maintain their competitive edge against emerging threats,” said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.“This agreement is a major milestone for Avio USA and for the facility and team we are building in Virginia,” said James Syring, CEO of Avio USA. “The Lockheed Martin programs contribute to a strong foundation for the factory operations. It gives us tremendous momentum as we continue construction, grow our U.S. workforce and prepare to begin manufacturing.”“Avio has launched an investment of over $500M in new production capacity for SRMs in the United States with a view to become a merchant supplier to the various defense customers. In this context, Avio is excited to be able to support Lockheed Martin in their effort to increase production volumes and resiliency and will put all its expertise at work to accelerate towards this goal,” said Giulio Ranzo, Chief Executive Officer of Avio.ADDITIONAL DETAILS
This strategic cooperation agreement between Lockheed Martin and Avio USA will strengthen the U.S. SRM industrial base, bolstering the defense supply chain and enabling our troops to have access to reliable, high-performance munitions to defend our nation and its allies.
About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at Lockheedmartin.com.
About Avio USA
Avio USA Inc., headquartered in Arlington, Virginia, is a subsidiary of Avio S.p.A. structured to operate in compliance with U.S. security and export-control regulations. The company is governed by a U.S.-based board of directors and led by CEO James Syring, a retired U.S. Navy Vice Admiral and former Director of the U.S. Missile Defense Agency. Avio USA is building a growing U.S. engineering, manufacturing and operations presence, leveraging Avio’s global propulsion expertise to expand domestic production and serve as an independent supplier to U.S. defense customers and industry partners. Learn more at AvioUSA.com.
About Avio
Avio S.p.A. (EXM: AVIO) is a leading international group engaged in the manufacturing and development of space launchers and solid, liquid and cryogenic propulsion systems. The experience and know-how built up over more than 50 years puts Avio at the cutting edge of the space launcher sector and defense programs. Avio is present in Italy, France, the United States and French Guiana, employing more than 1,500 highly qualified personnel. Avio is the prime contractor for the Vega program and a subcontractor for the Ariane program, as well as a leading solid rocket motor subcontractor for the design and manufacturing of major European tactical missile programs. Learn more at Avio.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261013766935/en/
Disclosures
I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Komise státu Arkansas schválila nové tarify pro plynárenskou dceřinou společnost Black Hills Corp., které by měly přinést přibližně 17,9 milionu USD dodatečných ročních tržeb.
RAPID CITY, S.D., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Black Hills Corp. (NYSE: BKH) today announced that its natural gas utility subsidiary in Arkansas received approval from the Arkansas Public Service Commission of new rates. The new rates will provide recovery of approximately $147 million of system investments since the utility’s last general rate filing in 2023 and operational costs required to deliver safe, reliable natural gas service for over 189,000 Arkansas customers in more than 100 communities in Arkansas.
“This approval supports our ability to deliver on our commitment to serve our Arkansas customers with the safe and reliable natural gas service they depend on and support ongoing growth needs in the state,” said Linn Evans, president and CEO of Black Hills Corp. “We are proud of our solid track record of delivering for the needs of our customers, and we remain diligently focused on maintaining dependable natural gas service in Arkansas.”
The new rates will generate approximately $17.9 million of new annual revenues. The new rates, effective Oct. 12, 2026, are based on a return on equity of 9.8% and capitalization of 47.5% equity and 52.5% debt.
Black Hills Corporation
Black Hills Corp. (NYSE: BKH) is a customer-focused, growth-oriented utility company with a tradition of improving life with energy and a vision to be the energy partner of choice. Based in Rapid City, South Dakota, the company serves 1.37 million natural gas and electric utility customers in eight states: Arkansas, Colorado, Iowa, Kansas, Montana, Nebraska, South Dakota and Wyoming. More information is available at www.blackhillscorp.com.
Caution Regarding Forward-Looking Statements
This news release includes “forward-looking statements” as defined by the Securities and Exchange Commission, or SEC. We make these forward-looking statements in reliance on the safe harbor protections provided under the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, included in this news release that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements, including anticipated revenues from the new rate increase. These forward-looking statements are based on assumptions which we believe are reasonable based on current expectations and projections about future events and industry conditions and trends affecting our business. However, whether actual results and developments will conform to our expectations and predictions is subject to a number of risks and uncertainties that, among other things, could cause actual results to differ materially from those contained in the forward-looking statements, the risk factors described in Item 1A of Part I of our 2025 Annual Report on Form 10-K filed with the SEC, and other reports that we file with the SEC from time to time.
New factors that could cause actual results to differ materially from those described in forward-looking statements emerge from time-to-time, and it is not possible for us to predict all such factors, or the extent to which any such factor or combination of factors may cause actual results to differ from those contained in any forward-looking statement. We assume no obligation to update publicly any such forward-looking statements, whether as a result of new information, future events or otherwise.
MCLEAN, VA / ACCESS Newswire / October 13, 2026 / Gladstone Investment Corporation (Nasdaq:GAIN) (the "Company") announced today that its board of directors declared the following monthly cash distributions to common stockholders. The Company also announced its plan to report earnings for its second fiscal quarter ended September 30, 2026.
Common Stock: $0.08 per share of common stock for each of October, November and December 2026 payable per the table below.
Record Date
Payment Date
Cash Distribution October 23
October 30
$0.08 November 19
November 30
$0.08 December 21
December 31
$0.08 Total for the Quarter:
$0.24 The Company offers a dividend reinvestment plan (the "DRIP") to its common stockholders. For more information regarding the DRIP, please visit www.gladstoneinvestment.com.
The Company also announced today that it plans to report earnings after the stock market closes on Monday, November 9, 2026, for its second fiscal quarter ended September 30, 2026. The Company will hold a conference call on Tuesday, November 10, 2026 at 8:30 a.m. Eastern Time to discuss its earnings results. Please call (866) 373-3416 to enter the conference call. An operator will monitor the call and set a queue for questions.
A conference call replay will be available beginning after the call and will be accessible through November 17, 2026. To hear the replay, please dial (877) 660-6853 and use playback conference number 13762360.
The live audio broadcast of the Company's conference call will be available online at www.gladstoneinvestment.com. The event will also be archived and available for replay on the Company's website.
About Gladstone Investment Corporation: Gladstone Investment Corporation is a publicly traded business development company that seeks to make secured debt and equity investments in lower middle market businesses in the United States in connection with acquisitions, changes in control, and recapitalizations. Information on the business activities of all the Gladstone funds can be found at www.gladstonecompanies.com.
Investor Relations Inquiries: Please visit www.gladstonecompanies.com or (703) 287-5893.
HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) has declared a cash dividend of $0.81 per share, or $3.24 per share on an annualized basis. The announced quarterly dividend will be paid on Friday, October 30, 2026 to shareholders of record as of market close on Friday, October 23, 2026.
Kinetik will host its third quarter 2026 results conference call on Thursday, November 5, 2026 at 8:00 am Central Time (9:00 am Eastern Time). The Company will issue its earnings release after market close on Wednesday, November 4, 2026. The text of the earnings release, the accompanying presentation and link to the live webcast will be available on the Company’s website at www.ir.kinetik.com. A replay of the conference call will be available on the website following the call.
Kinetik previously implemented a Dividend Reinvestment Plan (the “DRIP” or the “Plan”) open to all shareholders. A complete description of the Plan is included in the Company’s Form S-3 registration statement filed with the SEC on July 12, 2024 and is posted on the Company’s website at www.kinetik.com.
To participate, shareholders of record may register online by visiting the Broadridge website at shareholder.broadridge.com/KNTK or by contacting Broadridge Corporate Issuers, LLC, the Plan Administrator, by telephone toll free from inside the United States at 1-(877)-830-4936 or outside of the United States at 1-(720)-378-5591. Shareholders may also contact the Plan Administrator in writing at Broadridge Shareholder Services, Broadridge Corporate Issuer Solutions, LLC, PO Box 1342, Brentwood, NY 11717-0718. Please include a reference to Kinetik Holdings Inc. in all correspondence. Shareholders who own common stock through a broker should consult their broker regarding participation in the Plan.
About Kinetik Holdings Inc.
Kinetik is a fully integrated, pure-play, Permian-to-Gulf Coast midstream C-corporation operating in the Delaware Basin. Kinetik is headquartered in Houston and Midland, Texas. Kinetik provides comprehensive gathering, transportation, compression, processing and treating services for companies that produce natural gas, natural gas liquids, crude oil and water. Kinetik posts announcements, operational updates, investor information and press releases on its website, www.kinetik.com.
Halper Sadeh LLC prověřuje, zda někteří vedoucí pracovníci a členové představenstva společnosti Five9, Inc. (NASDAQ: FIVN) neporušili své povinnosti vůči akcionářům.
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 Five9, Inc. (NASDAQ: FIVN) breached their fiduciary duties to shareholders.
If you currently own Five9 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.
Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
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[email protected]
[email protected]
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Proti společnosti AppLovin byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o AI; akcie 6. srpna 2026 klesly o 19,66 % po zveřejnění slabších výnosů.
New York, New York--(Newsfile Corp. - October 13, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP) on behalf of investors that purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in AppLovin and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 16, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that "(i) the generative AI video creative feature for the Company's AppLovin Ads platform was subject to significant development delays, making its release on the Company's timeline unlikely," and "(ii) Defendants overstated the constancy with which AppLovin was improving its AI models."
According to the complaint, the truth began to emerge on July 13, 2026, when a Bank of America Securities analyst published a note raising concerns over the rollout of AppLovin Ads to all advertisers. Following publication of the note, AppLovin's stock price fell $64.13 per share, or 12.65%, on July 13, 2026. Then, on August 5, 2026, according to the complaint, AppLovin reported revenue below consensus estimates and also revealed that its generative AI video tool was "still [a] work in progress." On this news, AppLovin's stock price fell $82.13 per share, or 19.66%, on August 6, 2026.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
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Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Leonardo DRS získala kontrakt od americké armády na podporu iniciativy DUTCH a představí nechlazené termokamerové moduly s vysokým rozlišením a vysokou snímkovou frekvencí.
ARLINGTON, Va., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) announced today that it has been awarded a contract by the U.S. Army Combat Capabilities Development Command, or DEVCOM, C5ISR Center to support the Delivering Unmatched Thermal Capability Hastened, or DUTCH, initiative.
Supported by the Office of the Assistant Secretary of War for Critical Technologies, the DUTCH initiative is focused on accelerating the development and transition of next-generation uncooled thermal infrared (IR) sensing capabilities for defense applications. The initiative is intended to advance high-performance, affordable thermal-imaging technology that can support rapid integration across a broad range of platforms and operational environments.
Under the award, DRS will demonstrate high-definition, high-frame-rate uncooled thermal camera cores engineered to deliver advanced sensitivity, image quality and responsiveness. Potential applications include unmanned aerial systems (UAS), counter-UAS, missile and rocket seekers, weapon sights, night-vision systems, ground-vehicle sensing and targeting, unmanned surface vessels and other emerging applications.
“DRS is committed to meeting the rapidly growing demand for high-performance thermal imaging solutions across the defense enterprise,” said Jerry Hathaway, senior vice president and general manager of Leonardo DRS Electro-Optical and Infrared Systems business unit. “Our selection for the DUTCH initiative reflects the depth of our uncooled IR technology portfolio, our understanding of operational needs and our ability to transition advanced sensing capabilities into scalable production.”
DRS has established experience in uncooled IR sensing through sustained investment in advanced detector, camera-core and system technologies. The company’s portfolio is designed to provide thermal-imaging performance, size, weight, power and cost, or SWaP-C, advantages for crewed and uncrewed platforms, as well as fixed and mobile systems.
The company is also expanding its capacity and resiliency to support increased demand for thermal sensing products. DRS maintains dual-site camera assembly and test facilities in Dallas, Texas, and Melbourne, Florida, and continues to broaden its supply base across key components. This production approach is designed to strengthen supply-chain continuity and support scalable delivery of mission-ready IR sensing products.
“Today’s operational environment requires thermal-sensing solutions that can be produced at scale, integrated efficiently and perform reliably in the most challenging conditions,” Hathaway added. “DRS is investing in the technology, manufacturing capacity and supply-chain resilience necessary to remain a trusted, go-to provider of high-performance, cost-effective IR sensing solutions for the warfighter.”
About Leonardo DRS
Leonardo DRS, Inc. (Nasdaq: DRS) is at the forefront of developing transformative defense technologies using its proven agility and delivering innovative solutions for U.S. national security customers and allies worldwide. We specialize in rapidly providing high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion. Our reputation as a trusted provider is built on a continuous focus on practical innovation, delivering quality, and meeting our customers’ most demanding mission requirements. For further information on our complete range of capabilities, visit www.LeonardoDRS.com.
Forward-Looking Statements
This communication contains statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Those statements reflect current expectations, assumptions and estimates of future performance and economic conditions. The company cautions investors that any forward-looking statements which include contract values, contract performance and our development and production of products are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in or implied by such forward-looking statements.
Leonardo DRS Media Contact
Charles Jones
Director, Marketing and Corporate Communications
+1 571-737-8800 [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d04e06ef-945f-4c94-bff9-5577dd222f7b
Photo: Thermal imagery captured with a Leonardo DRS uncooled infrared camera core Under the U.S. Army’s DUTCH initiative, Leonardo DRS will demonstrate high-definition, high-frame-ra...
The GBP/JPY extends its modest gains for two straight days, up 0.16% as the cross-pair continues to consolidate near the 210.00 figure with no clear bias, while the Relative Strength Index (RSI) drifts higher towards its 50-neutral level, an indication that buyers are stepping in.
GBP/JPY Price Forecast: Technical outlookAs of writing, a downslope resistance trendline near 209.80-210.00 is being tested by buyers, who were quickly rejected on Monday after hitting a weekly high of 209.99.
Worth noting that the day’s price action shows that buying pressure is building after GBP/JPY reached a low of the day (LOD) below 209.00, respecting a support trendline tested three times, an indication that further upside is seen.
A decisive breakout above 210.00. puts into play the September 18 cycle high of 211.28. Further gains are seen beyond that area, with the 50-day SMA seen as a key supply zone at 211.84.
Conversely, for a bearish continuation, GBP/JPY must drop below 209.00 and clear the support trendline, which caps losses, with the next support at 206.89, the September 30 low.
GBP/JPY Price Forecast: Technical outlook
GBP/JPY daily chart Japanese Yen Price Today The table below shows the percentage change of Japanese Yen (JPY) against listed major currencies today. Japanese Yen was the strongest against the US Dollar.
USDEURGBPJPYCADAUDNZDCHFUSD-0.38%-0.34%-0.17%-0.45%-0.34%-0.46%-0.26%EUR0.38%0.03%0.21%-0.05%0.03%-0.07%0.13%GBP0.34%-0.03%0.15%-0.13%-0.01%-0.14%0.10%JPY0.17%-0.21%-0.15%-0.27%-0.16%-0.28%-0.06%CAD0.45%0.05%0.13%0.27%0.11%-0.01%0.21%AUD0.34%-0.03%0.01%0.16%-0.11%-0.12%0.09%NZD0.46%0.07%0.14%0.28%0.00%0.12%0.23%CHF0.26%-0.13%-0.10%0.06%-0.21%-0.09%-0.23% The heat map shows percentage changes of major currencies against each other. The base currency is picked from the left column, while the quote currency is picked from the top row. For example, if you pick the Japanese Yen from the left column and move along the horizontal line to the US Dollar, the percentage change displayed in the box will represent JPY (base)/USD (quote).
Phased Updates Include New Leave Management, Recruiting and Business Spending Capabilities
, /PRNewswire/ -- TriNet (NYSE: TNET) a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs) today announced new and enhanced platform capabilities designed to reduce administrative complexities. The latest updates provide HR capabilities that SMBs really need, including embedded solutions that simplify recruiting, leave management and business spending, and expanded AI-powered intelligence to help businesses access and analyze information, and complete tasks more efficiently.
TriNet Expands Embedded HR Solutions and AI Capabilities for Small and Medium-Size Businesses "Business owners no longer want to simply react to change; they want to stay ahead of it," said Jeff Hayward, EVP and Chief Service and Technology Officer at TriNet. "That's why we're continuing to invest in AI-powered intelligence and more connected experiences that help our customers make decisions faster, reduce administrative work and focus more of their time on growing their businesses."
"Our customers don't think about HR in silos, and their technology shouldn't work that way either," said Lisa Reeves, Chief Product Officer at TriNet. "These enhancements bring together trusted technology, embedded partner solutions and TriNet's HR expertise to make it easier for our customers to hire, support their people, manage their business and make confident decisions."
TriNet is introducing the latest enhancements in phases, creating more connected experiences across critical business functions while continuing to expand AI-powered capabilities that help businesses work more efficiently. These include:
TriNet Leave, Powered by Cocoon: Following TriNet's acquisition of Cocoon earlier this year, TriNet is introducing TriNet Leave, powered by Cocoon, a modern leave management experience connected to the TriNet platform and now rolling out in phases. By combining Cocoon's technology with TriNet's leave administration expertise, the solution helps employers manage leave requests, compliance obligations, claims tracking and return-to-work processes through a single intuitive experience. Customers benefit from greater visibility, automation and guidance while helping navigate increasingly complex leave requirements. TriNet Recruit, Powered by JazzHR: Available in early January, TriNet Recruit will provide growing businesses with a structured applicant tracking experience that helps simplify hiring from job posting to onboarding. Customers can organize candidates, collaborate on hiring decisions, extend offers, and move employee information into onboarding through a connected workflow. TriNet Spend: Available in early January, TriNet Spend will connect employee, payroll and spending data into a unified experience through an integrated technology partnership. The solution helps small businesses gain greater visibility and control over company expenses, while automated workflows and payroll-connected reimbursements reduce manual work and deliver real-time insights and control of spending. AI-Powered Assistance: Building on the success of TriNet Assistant, and available now, TriNet continues to expand its AI-powered capabilities to help customers find information, gain workforce insights, and complete everyday tasks more efficiently. New enhancements include voice-enabled mobile experiences and expanded AI capabilities for administrators, including the ability to ask questions about workforce data directly within Reports and Analytics. To learn more about TriNet's updates, visit us online at https://www.trinet.com/launch.
About TriNet
TriNet is a leading provider of human resources solutions for small and medium-size businesses, delivering what they really need from HR: expertise, technology and advocacy that make it easier to run and grow their business. Through advanced technology-enabled services and deep human capital expertise, TriNet provides access to employee benefits such as health insurance and retirement plans, payroll and payroll tax administration, risk mitigation, and compliance consulting. TriNet helps businesses navigate the complexities of HR so they can focus on why they started their companies in the first place. For more information, visit TriNet.com or follow us on LinkedIn, Instagram, TikTok and Facebook
Bank of America očekává, že tržby společnosti Ciena v roce 2026 vzrostou o 35 až 40 % díky poptávce po infrastruktuře pro AI, která převyšuje dostupné dodávky.
Bank of America expects Ciena Corporation (NYSE:CIEN), the optical networking equipment maker, to deliver revenue growth of 35% to 40% in the calendar year 2026 as demand for artificial intelligence infrastructure outstrips available supply.
The bank maintains a 'buy' rating on the shares with a $550 price target, supported by rising cloud-provider spending and expanding opportunities to connect data centres.
Bank of America forecasts revenue from direct cloud customers will grow 69% at the midpoint of its estimates, making this growth the main driver of Ciena's expected expansion.
The bank identifies Ciena's Reconfigurable Line System (RLS) and Waveserver platforms as key growth engines, as customers invest in optical infrastructure to move increasing volumes of data between cloud facilities.
Pluggable optical transceivers, which convert electrical signals into light for data transmission, are also expected to grow threefold year on year, while Meta's data centre out-of-band management business could generate $200 million in the calendar year 2026.
The outlook depends partly on Ciena's ability to deliver equipment into a market where supply constraints continue to limit shipments despite strong customer demand.
Bank of America also sees opportunities to sustain annual growth above 30% over the longer term through Hyper-Rail, connections between geographically distributed data centre clusters and new customers adopting data centre out-of-band management solutions.
These opportunities could expand Ciena's addressable market beyond traditional telecommunications networks as cloud operators build infrastructure to support increasingly demanding AI workloads.
An expected backlog of more than $10 billion provides an additional buffer, giving Ciena greater visibility into future demand and potential revenue conversion.
The bank's assessment points to a business with substantial growth opportunities, although the pace of expansion will depend on supply availability and the successful delivery of new customer programmes.
Společnost DexCom ve 2. čtvrtletí 2026 zvýšila hrubou marži na 64,1 % a provozní marži na 25,1 %; téměř polovina amerických zákazníků má do konce roku přejít na G7 s 15denní výdrží.
Key Takeaways DexCom's second-quarter 2026 gross margin rose to 64.1%, while operating margin climbed to 25.1%.Nearly 50% of U.S. customers are expected to transition to G7 15-day by year-end 2026.Ireland factory costs, forex headwinds and higher oil-linked input costs could limit near-term margin gains. DexCom, Inc. (DXCM - Free Report) is well positioned for growth in the coming quarters, supported by the significant potential of the continuous glucose monitoring (CGM) market. A strong first-quarter 2026 performance and a robust international foothold are expected to contribute further. Risks related to stiff competition persist.
This Zacks Rank #3 (Hold) company’s shares have gained 29.4% so far this year against the industry’s 5.7% decline. The S&P 500 Index has gained 13.9% in the same time frame.
DXCM, a renowned medical device company and provider of CGM systems, has a market capitalization of $31.74 billion. It projects a 22.6% growth rate over the next five years and anticipates maintaining a strong performance going forward.
DexCom’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 11.39%.
Let’s delve deeper.
Image Source: Zacks Investment Research
Positive DriversManufacturing Efficiencies and Operating Leverage Boost Profitability: DexCom’s improving manufacturing efficiency and operating discipline are supporting stronger earnings growth. In the second quarter of 2026, gross margin expanded 400 basis points year over year to 64.1%, while operating margin increased to 25.1% from 19.2%.
Operating expenses grew at a slower pace than revenues, demonstrating improved operating leverage even as the company invested in its Ireland facility. Management also raised its full-year gross margin guidance to approximately 64% and operating margin guidance to 23.5-24%. Sustaining these improvements could allow DexCom to convert incremental revenues to stronger operating income, although upcoming manufacturing investments may temporarily moderate the gains.
G7 15-Day Conversion Creates a Multiyear Product-Mix Opportunity: DexCom’s G7 15-day system is progressing toward a substantial shift in its U.S. product mix. Management expects nearly 50% of its U.S. customer base to transition to the system by the end of 2026. A greater contribution to profitability is expected in 2027 as more customers establish recurring purchasing patterns.
The rollout has also benefited from improved customer feedback, with G7 Net Promoter Scores rising for three consecutive quarters. Integration with Tandem’s insulin-delivery systems has removed an important adoption barrier, while Health Canada’s clearance provides a path to international expansion. The transition could therefore support sustained top- and bottom-line improvement beyond the current year.
Smart Basal and G8 Expand DexCom’s Longer-Term Innovation Potential: DexCom’s product pipeline could strengthen its competitive positioning beyond existing continuous glucose monitoring applications. Its Smart Basal dosing module is being piloted with key opinion leaders, and management reported that participating practices helped customers reach an optimal basal insulin dose in an average of three weeks, compared with 12 weeks or longer in routine care.
Meanwhile, the G8 sensor remains on track for late 2027 or early 2028, subject to regulatory timing. Management expects improvements in accuracy and reliability, reduction in size to approximately half of G7, and eventual expansion into additional analytes. Successful execution could broaden clinical utility and create new opportunities in diabetes management and metabolic health.
RisksIreland Factory Ramp-Up Could Temporarily Pressure Margins: DexCom’s margin expansion may face a near-term interruption as its Ireland manufacturing facility moves toward commercial production. Hiring and training should have increased in the third quarter before production lines become operational, with depreciation also beginning during the ramp-up.
A newly activated factory typically carries higher per-unit manufacturing costs until production volumes improve and fixed costs are absorbed more efficiently. Consequently, the facility’s initial operating burden could offset some of the benefits from manufacturing efficiencies and the G7 15-day product transition. While the investment is intended to support future capacity, the pace of production ramp-up will be key to near-term profitability.
Forex Movements Could Limit Reported Revenue Growth: Currency movements represent a measurable headwind to DexCom’s reported revenue outlook. Although management raised its full-year revenue guidance to $5.18-$5.25 billion, it expects recent foreign-exchange movements to reduce international revenues by approximately $15 million in the second half of 2026 relative to its previous assumptions. This creates a potential divergence between underlying operating performance and reported growth, particularly because international markets account for a meaningful portion of sales.
Management noted that the revised guidance still implies an improvement in expected organic growth, but investors will need to distinguish constant-currency performance from reported results when evaluating the company’s progress.
Higher Oil-Linked Input Costs Could Weigh on Near-Term Profitability: DexCom remains exposed to delayed input-cost pressure from higher oil prices because petroleum-based resins take time to move through procurement, manufacturing, inventory accounting and reported expenses. Management indicated that some of this impact had already flowed through in the second quarter, with additional effects expected in the third quarter.
Although the company said the headwind was broadly consistent with prior expectations, this exposure could constrain further margin expansion if input costs remain elevated or operational improvements fail to fully offset them. The risk is particularly relevant during the Ireland facility ramp-up, when incremental manufacturing costs could coincide with lingering resin-price pressure.
Estimate TrendDexCom has witnessed a stable estimate revision trend for 2026. In the past 30 days, the Zacks Consensus Estimate for 2026 earnings per share has remained unchanged at $2.64.
The consensus mark for the company’s third-quarter revenues is pegged at $1.32 billion, indicating a 9.4% improvement from the year-ago quarter’s reported number. The consensus estimate for third-quarter earnings is pinned at 66 cents per share, implying an improvement of 8.2% year over year.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are AxoGen (AXGN - Free Report) , Globus Medical (GMED - Free Report) andWest Pharmaceutical Services (GKOS - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AxoGen reported second-quarter 2026 earnings per share (EPS) of 12 cents, which surpassed the Zacks Consensus Estimate by 33.3%. Revenues of $70 million beat the Zacks Consensus Estimate by 4.3%. AXGN has an estimated earnings growth rate of 48.4% for 2026, likely followed by another strong growth of 60.9% in 2027. The company’s earnings beat estimates in two of the trailing four quarters and missed in the other two, the average surprise being 6.25%.
Globus Medical reported second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%.
Tenable uzavřel nový zajištěný revolvingový úvěrový rámec ve výši 400 mil. USD se splatností 13. října 2031, čímž dokončil refinancování předchozího úvěru.
COLUMBIA, Md., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has entered into a credit agreement (the “Credit Agreement”) that provides for a $400.0 million senior secured revolving credit facility (the “Revolving Facility”). The Revolving Facility, combined with the previously announced convertible note financing in September, completes the refinancing of Tenable’s prior credit agreement consisting of a previously outstanding Term Loan B facility and replaces the revolving credit facility which matured in July. The Revolving Facility is initially undrawn and is put in place to give Tenable additional flexibility with its capital allocation.
Revolving loans under the Credit Agreement will mature on the fifth anniversary of the effective date, on October 13, 2031, subject to a springing maturity date of 91 days inside the maturity of other material indebtedness, as well as certain exceptions and limitations.
JPMorgan Chase Bank, N.A., acted as the administrative agent, collateral agent and L/C issuer for the Credit Agreement. Cooley LLP acted as legal counsel to Tenable.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward Looking Statements
This press release contains “forward-looking” statements, as that term is defined under the federal securities laws, including statements concerning the Revolving Facility, the maturity thereof, and the anticipated use of any borrowings therefrom. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Tenable's control. Tenable's actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to those detailed in Tenable's Form 10-K filed with the Securities and Exchange Commission (“SEC”) for the year ended December 31, 2025, in Tenable's quarterly reports on Form 10-Q for the quarters ended March 31, 2026 and June 30, 2026 and in other filings and reports that Tenable may file from time to time with the SEC. The forward-looking statements included in this press release represent Tenable's views as of the date of this press release. Tenable anticipates that subsequent events and developments will cause Tenable's views to change. Tenable undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing Tenable's views as of any date subsequent to the date of this press release.
Bank of America potvrdila doporučení „koupit“ pro MongoDB a cílovou cenu 540 USD, a to díky potenciálu umělé inteligence a modernizace podnikových systémů.
MongoDB Inc (NASDAQ:MDB), the US database software company, has retained a 'Buy' rating from Bank of America Securities and $540 price target, with the broker citing its long-term growth prospects in artificial intelligence and enterprise modernisation.
Analysts reaffirmed the rating following an investor meeting with management, highlighting MongoDB’s document-based database technology as a differentiated platform for businesses modernising their systems and developing AI applications.
The broker sees Atlas Infinite, MongoDB’s platform designed to let computing power and storage capacity scale independently, as a potential catalyst for adoption of AI workloads that require flexible infrastructure.
The platform is intended to support agentic artificial intelligence, in which software systems can perform tasks and take actions with limited human intervention, creating potential demand for databases that can respond to changing workloads.
Bank of America’s assessment reflects MongoDB’s long-term targets for annual revenue growth above 20% and generally accepted accounting principles (GAAP) profitability from 2027.
The broker raised its revenue forecasts for financial 2028 by 3% to $3.65 billion and for financial 2029 by 6% to $4.39 billion, reflecting greater confidence in the company’s growth trajectory.
It also increased its projected non-GAAP operating margins to 21.9% for financial 2028 and 22.9% for financial 2029, signalling expectations of improving profitability as revenue expands.
However, the leadership transition remains a near-term risk, while competition from traditional database providers such as PostgreSQL continues to shape investor debate over MongoDB’s competitive advantages.
Bank of America will monitor Atlas revenue growth and net revenue retention, which measures spending changes among existing customers, for evidence that Atlas Infinite is translating into sustained customer adoption.
The $540 price target reflects the broker’s confidence that MongoDB can combine AI-related demand with enterprise modernisation to deliver durable revenue growth and margin expansion.
Key Takeaways Axon's adjusted EBITDA margin rose 110 basis points to 26.8% in Q2 2026 despite rising operating expenses.AXON's revenues surged 35.3% to $904.4 million, fueled by strong product demand and software adoption.Axon targets a 28% adjusted EBITDA margin by 2028, supported by annual revenues of $6 billion.
Axon Enterprise, Inc. (AXON - Free Report) continues to face escalating operating costs. In the second quarter of 2026, its cost of sales rose 35.2% year over year to $357.9 million, while selling, general and administrative expenses increased 20.1% to $291 million. Research and development expenses also climbed 28.4% to $209 million.
Despite these cost pressures, Axon's adjusted EBITDA margin improved 110 basis points year over year to 26.8%, supported by robust revenue growth and global tariff refunds. In the second quarter, its total revenues jumped 35.3% to $904.4 million, surpassing the Zacks Consensus Estimate of $868.4 million. Strong demand for Dedrone, TASER 10 and Axon Body 4 products, along with increased adoption of software solutions, fueled the growth.
Axon is witnessing growing demand beyond U.S. state and local markets, with international bookings nearly tripling year over year in the second quarter. The company also secured major TASER 10 contracts across the Middle East and Europe.
Axon’s emphasis on cost discipline, sales growth and operational efficiency is expected to support margin expansion in the quarters ahead. For 2026, the company projects an adjusted EBITDA margin of approximately 25.5%, largely unchanged from the prior year. Moving ahead, Axon aims to achieve an adjusted EBITDA margin of about 28% by 2028, backed by annual revenues of $6 billion.
Peer’s Margin performanceAmong its major peers, Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) is facing cost pressure. In the second quarter of 2026, its cost of product sales increased 33.2% year over year, while its SG&A expenses rose 35.5%. Nevertheless, Kratos Defense’s gross profit margin expanded 80 bps to 21.8% in the quarter. Kratos Defense’s higher margins were driven by 30.5% revenue growth generated during the quarter.
Teledyne Technologies Incorporated’s (TDY - Free Report) cost of sales rose 6.4% year over year in second-quarter 2026. The company’s SG&A expenses also increased 12.8% year over year. Despite the rise in costs, Teledyne Technologies’ adjusted operating margin increased 120 basis points to 23.4% in the quarter. The year-over-year increase was supported by Teledyne’s 9.8% revenue growth.
AXON’s Price Performance, Valuation and Estimates
Image Source: Zacks Investment Research
Shares of Axon have gained 8.8% in the past six months against the industry’s decline of 16.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, AXON is trading at a forward price-to-earnings ratio of 42.01X, above the industry’s average of 31.63X. Axon carries a Value Score of F.
Proti společnosti Fluence Energy (FLNC) byla podána hromadná žaloba akcionářů kvůli údajným zavádějícím tvrzením o výrobních kapacitách, objemu zakázek a výhledu tržeb na fiskální rok 2026.
NEW YORK, Oct. 13, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Fluence Energy, Inc (NASDAQ: FLNC) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Fluence Energy securities between November 24, 2025 and September 16, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/fluence-energy-inc-flnc-class_action_lawsuit.
Fluence Energy Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
(1) Fluence Energy’s ability to deliver its backlog and recognize the revenue underlying its fiscal 2026 guidance depended on new contract manufacturing facilities, including facilities that were not completed, not operational, and/or not capable of producing at the volumes the guidance assumed;(2) the corrective measures Fluence Energy had implemented to address production problems at its contract manufacturers were not remediating those problems, which persisted and extended to Fluence Energy’s new facilities;(3) as a result, a material portion of the backlog that defendants represented as “securing” or “covering” Fluence Energy’s fiscal 2026 revenue guidance were likely to be delivered and recognized in fiscal 2026; and(4) as a result of the foregoing, defendants’ positive statements about Fluence Energy’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. What's Next for Fluence Energy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/fluence-energy-inc-flnc-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Fluence Energy you have until November 30, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Fluence Energy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Fluence Energy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
Akcie společnosti Howard Hughes (HHH) letos klesly o 9,3 %, přesto tržby z prodeje pozemků ve 2. čtvrtletí 2026 vzrostly ze 125 mil. USD na 170,9 mil. USD.
Key Takeaways HHH shares fell 9.3% YTD as elevated financing costs and intense real estate competition took a toll.HHH's Q2 net new home sales rose 12%, while master-planned communities EBT grew 32% to $134.7M.HHH acquired Vantage for $2.1B to expand into insurance; Vantage's first-half net income grew 94%. Howard Hughes Holdings Inc. (HHH - Free Report) stock has plunged 9.3% in the year-to-date period, weighed down by elevated financing costs and intense competition.
Rivals like Sky Harbour Group (SKYH - Free Report) and Cyrela Brazil Realty (CYRBY - Free Report) are steadily broadening their services, challenging Howard Hughes’ dominance in real estate development. SKYH stock has gained 5.9%, while CYRBY has increased 27.4% in the year-to-date period.
Investors are now questioning whether Howard Hughes’s struggles represent a deeper problem or an opportunity to buy into a long-term recovery story. Let’s delve deeper into this.
Image Source: Zacks Investment Research
Why Do HHH Shares Fall?Howard Hughes’ shares have faced pressure partly amid concerns over its elevated cost of capital and capital-intensive real estate operations. Management acknowledged that the company’s non-REIT structure has constrained its ability to generate returns on certain real estate investments. Moreover, the company's second-quarter 2026 interest expenses increased 4.8% year over year to $45.8 million. Persistently high financing costs could limit financial flexibility, constrain development investments and weigh on profitability.
Intense competition in the real estate development market has also contributed partly to Howard Hughes’ stock decline. Competition from other master-planned community developers and residential projects pressures land pricing, home sales and development margins. Moreover, competing commercial properties constrain rental growth and occupancy rates.
HHH's Healthy Housing Demand and Land Sales Support GrowthNevertheless, Howard Hughes continues to benefit from healthy housing demand across its master-planned communities despite broader housing market challenges. In the second quarter of 2026, net new home sales increased 12% year over year across the portfolio. The Woodlands Hills recorded 34% growth, followed by Bridgeland at 17% and Summerlin at 2%. The improvement across these communities reflects continued homebuyer interest, providing a favorable backdrop for future residential land sales.
Supported by steady demand, Howard Hughes reported a 32% year-over-year increase in master-planned communities segment earnings before taxes (EBT) to $134.7 million in the second quarter of 2026. Land sales revenues increased to $170.9 million from $125 million, while residential land closings rose to 119.7 acres from 110.5 acres a year earlier. In the first half of 2026, the company sold 206.7 residential acres at an average price of $1.2 million per acre. With an estimated $5.7 billion in margin-adjusted residual land value across its wholly owned communities, the company remains well-positioned to generate future earnings from its land portfolio.
HHH's Vantage Acquisition Creates New Growth OpportunitiesHoward Hughes expanded its business through the $2.1 billion acquisition of Vantage in June 2026, establishing a second operating platform focused on specialty insurance and reinsurance. The acquisition creates opportunities to diversify earnings and support long-term growth beyond real estate.
Vantage reported strong business momentum, with second-quarter 2026 gross and net written premiums increasing 29% year over year to $473 million and $325 million, respectively. Net earned premiums also grew 22% to $295 million, reflecting continued business expansion. For the first half of 2026, Vantage’s net income increased 94% to $86 million, while underwriting income nearly doubled to $23 million.
The company is also strengthening Vantage's investment strategy with a $300 million capital infusion. As of Aug. 31, 2026, its investment portfolio reached approximately $3.6 billion, with 37% allocated to common equities and 62% to cash and short-term investments. This approach, combined with disciplined underwriting, could support higher long-term investment returns and profitable growth.
HHH Shares Trading at Premium ValuationHoward Hughes shares are trading at a premium. In terms of forward 12-month P/E, HHH stock is trading at 17.38X compared with the Zacks Real Estate Development Market industry’s 11.70X.
Image Source: Zacks Investment Research
HHH’s Estimate Revisions Exhibit Positive TrendHoward Hughes’ estimate revisions reflect a positive trend for full-year 2026. The Zacks Consensus Estimate for HHH’s 2026 earnings per share has moved 71.5% upward to $4.75 over the past month.
Image Source: Zacks Investment Research
How to Play the HHH Stock?Howard Hughes’ healthy housing demand, robust land sales and Vantage acquisition support its long-term growth prospects. Although elevated financing costs, competition and premium valuation remain concerns, the positive trend in earnings estimate revisions reinforces optimism about its outlook. Given these growth catalysts, the recent 9.3% decline in HHH shares presents an attractive buying opportunity for investors.
Howard Hughes currently sports Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Lattice Semiconductor a AMI zahájily v rámci projektu Open Compute Project iniciativu SCMP pro otevřenou a bezpečnou správu a řízení infrastruktury datových center pro AI.
SAN JOSE, Calif.--(BUSINESS WIRE)--Lattice Semiconductor (NASDAQ: LSCC), the low power programmable and platform firmware leader, and AMI, a Lattice company, today announced SCMP (Secure Control and Management Plane), a new Open Compute Project workstream. Announced during a joint keynote at the 2026 OCP Global Summit, SCMP is an open, vendor-neutral architecture for secure control, boot, and management of data center infrastructure. It gives data center operators more confidence that complex AI systems will work as expected across vendors and platforms, with less integration risk and more freedom of choice. SCMP defines how a control authority establishes and maintains trust from silicon root of trust through rack and pod, building on existing OCP initiatives and industry standards.
“As AI infrastructure scales toward autonomous operation, the management and control plane becomes the foundation of trust. That foundation should be open and verifiable, and SCMP gives the industry a common architecture to achieve it, from silicon to rack to grid. We’re pleased to launch this work with OCP and our founding contributors, and we invite the industry to help define it.” — Ford Tamer, CEO, Lattice Semiconductor
“Firmware sits at the center of every data center's control path, and AMI has seen firsthand where fragmentation limits security and interoperability. SCMP turns that experience into an open specification that any vendor can implement and any operator or auditor can verify. We are contributing alongside the other founding members, and look forward to working with the OCP community to make trusted management and control the golden standard for AI infrastructure.” — Sanjoy Maity, SVP, AMI, A Lattice Company
“SCMP represents an important milestone in advancing open, trusted infrastructure management for next-generation AI data centers. It also complements OCP's 'Chip-to-Grid' Vision and the Mission by bringing the needed Open Firmware (BMC and FPGAs) designs integrated with Open Hardware! OCP welcomes this initiative from Lattice and AMI, and all the other founding companies contributing to the OCP's SCMP workstream. This reflects our shared commitment to open collaboration, interoperable standards, and a more secure foundation for AI-scale infrastructure and end-to-end computer continuum developments." — George Tchaparian, CEO, Open Compute Project Foundation
Closing Gaps in Infrastructure Control
As outlined in the Lattice and AMI keynote presentation at OCP Global Summit 2026, several areas of infrastructure control remain unspecified or vendor-specific today, at a time when data center AI capital expenditure is projected to reach $1.2 trillion in 2027i. SCMP addresses key challenges to connecting them, including:
Accelerated Shift Left: Boot-up above the device boundary is unspecified. SCMP defines the control authority and the bring-up sequence that govern how a rack is booted, verified, and supplied with firmware. Increasing Complexity: Control and telemetry interfaces vary by platform and ODM. SCMP standardizes the control authority interface and its delegation model, so compliant implementations are interchangeable. Distributed Security: Attestation terminates at the device boundary. SCMP specifies how component identities compose into a verifiable trust chain at the rack and pod tier, building on Caliptra™, DMTF SPDM, and OCP S.A.F.E.™ Future-Proofing Infrastructure: Recovery from failed trusted boot, ownership transfer, and revocation are undefined across vendors. SCMP defines these procedures as open, verifiable interfaces, ensuring infrastructure can be secured, recovered, and re-provisioned across vendors and generations. SCMP launches with AMD, AMI, Arm, ASPEED, Intel, Jabil, Lattice, Microsoft, and NXP as founders, each of whom bring core competencies and expertise to strengthen the workstream’s mission and success.
“AI infrastructure is increasingly being designed at the rack level, where compute, networking, security and management need to work together as a trusted system. Through SCMP, Arm is bringing our compute, security and platform expertise to the OCP community to help define an open, interoperable foundation for trusted AI infrastructure at scale.” — Eddie Ramirez, Vice President of Go-to-Market, Cloud AI, Arm
Join SCMP to Help Shape Open Infrastructure Control
Given the industry's need for an open, verifiable foundation for infrastructure control, OCP, whose community represents more than 400 member companies, has invited Lattice and AMI to lead the development of SCMP. The workstream launches in Q4 2026 with founding contributors across silicon, firmware, manufacturing, and operations, and is open to all OCP participants, including operators, silicon suppliers, ODMs, and system integrators. All contributions are made under the OCP contribution license. Interested organizations may contact Lattice or AMI, or visit opencompute.org.
Supporting Resources
For more information about the SCMP (Secure Control and Management Plane) OCP workstream, visit the OCP Community webpage. For more information about Lattice and AMI's participation at OCP Global Summit 2026, visit OCP event webpage. For more information about the OCP Global Summit, visit OCP Global Summit webpage. About Lattice Semiconductor
Lattice Semiconductor (NASDAQ: LSCC) is the low power programmable and platform firmware leader. We solve customer challenges from the Edge to the Cloud, in the growing Compute, Communications, Industrial, and Embedded markets. With the addition of AMI's industry-leading, silicon-neutral platform firmware and infrastructure manageability solutions, Lattice now delivers the industry's most complete secure management and control platform for cloud and AI data center infrastructure. Our technology, long-standing relationships, and commitment to world-class support let our customers quickly and easily unleash their innovation to create a smart, secure, and connected world. For more information about Lattice, please visit www.latticesemi.com and follow us via LinkedIn, X, YouTube, Facebook, WeChat, and Weibo.
Lattice Semiconductor Corporation, Lattice Semiconductor (& design), AMI, and specific product designations are either registered trademarks or trademarks of Lattice Semiconductor Corporation or its subsidiaries in the United States and/or other countries. The use of the word “partner” does not imply a legal partnership between Lattice and any other entity.
GENERAL NOTICE: Other product names used in this publication are for identification purposes only and may be trademarks of their respective holders
ABM zvýšila výhled volného peněžního toku pro fiskální rok 2026 na 210 mil. USD. Tržby z rychle rostoucí infrastruktury za devět měsíců organicky vzrostly o 26 %.
Key Takeaways ABM stock jumped 28.2% in six months, with FY26 revenues and EPS projected to grow 5.3% and 16.3% y/y.High-growth infrastructure revenues rose 26% organically, while WGNSTAR added $76.9M in FY26.ABM raised its FY26 free cash flow guidance to $210M, but debt and market softness pose risks.
ABM (ABM - Free Report) stock has gained 28.2% over the past six months, outpacing the industry's 2.4% dip. The Zacks S&P 500 Composite has rallied 12.4% over the same period.
6-Month Share Price Performance Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ABM’s fiscal 2026 revenues is $9.2 billion, implying 5.3% year-over-year growth. For fiscal 2027, the anticipated growth rate is 3%.
The consensus mark for earnings per share (EPS) for fiscal 2026 is pinned at $4, suggesting a 16.3% year-over-year jump. The bottom line is expected to increase 7.5% to $4.3 in fiscal 2027.
Factors That Augur Well for ABM’s SuccessFootprints in High-Growth Infrastructure Markets: ABM is raising exposure to semiconductor, microgrid and data center markets. In the first nine months of fiscal 2026, these businesses generated nearly $775 million in revenues, representing more than 11% of the company’s top line. Revenues increased 26% organically year over year and about 40% including WGNSTAR, with double-digit blended operating margins. Semiconductor revenues rose 65% organically year over year, microgrids increased 17% and data centers grew 8%.
WGNSTAR Strengthens Semiconductor Capabilities: The WGNSTAR buyout contributed $76.9 million to revenues in the first nine months of fiscal 2026 after closing in February. Client-base expansions and the WGNSTAR acquisition resulted in M&D revenues increasing 17.6% year over year in the fiscal third quarter, comprising 7.8% organic growth and 9.9% acquisition-related growth.
Financial Flexibility: The free cash flow (FCF) was $199.6 million in the first nine months of fiscal 2026 compared with $42.4 million in the prior-year period, driven by improved working-capital management and ERP stabilization. Management increased the fiscal 2026 reported FCF guidance to $210 million from the previously provided $185 million. Leverage lowered sequentially to 2.9X in the fiscal third quarter from 3.2X in the second quarter, reaching the company’s below-3X target one quarter earlier than planned.
Risks Faced by ABMMacroeconomic Headwinds Could Limit Growth: ABM remains exposed to commercial real estate conditions and airline economics. Business & Industry revenues declined 2.6% year over year in the third quarter of fiscal 2026, reflecting the large U.K. client exit and continued West Coast softness. Management anticipates the revenue trend to persist in the fourth quarter and does not expect the segment to return to organic growth until around mid-fiscal 2027.
Higher Debt Lowers Flexibility: ABM ended the third quarter of fiscal 2026 with $1.8 billion in total borrowings, although this increased sequentially from $1.9 billion in the second quarter. Interest expenses increased year over year to $29.5 million from $25.3 million in the fiscal third quarter, reflecting higher average debt following WGNSTAR. For the first nine months, interest expenses increased 13.2% year over year to $81.6 million from $72.1 million.
ABM’s Zacks Rank & Stocks to ConsiderThe company currently carries a Zacks Rank #3 (Hold).
Better-ranked stocks in the broader Zacks Business Services sector include WEX (WEX - Free Report) and Concentrix (CNXC - Free Report) .These two companies presently have a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
WEX has a long-term earnings growth expectation of 11.3%. WEX delivered a trailing four-quarter earnings surprise of 4.3%, on average.
Concentrix has a long-term earnings growth expectation of 5.4%. CNXC delivered a trailing four-quarter earnings surprise of 1.9%, on average.
Key Takeaways PacBio partners with TychoBio to build AI models for developing RNA therapies targeting rare diseases.TychoBio plans to analyze over 10,000 samples using PacBio's HiFi and Kinnex RNA sequencing technologiesThe collaboration aims to use AI models to predict RNA therapy efficacy, duration and unintended effects. Pacific Biosciences of California (PACB - Free Report) recently announced a collaboration with TychoBio, an AI-driven drug discovery company, to generate full-length RNA sequencing data for training models designed to develop RNA therapies for rare diseases. The collaboration will focus initially on steric blocking antisense oligonucleotides (SBOs), with plans to extend the approach to small interfering RNA (siRNA) and other RNA-targeting compounds.
Under the agreement, TychoBio will leverage PacBio HiFi and Kinnex long-read RNA sequencing to analyze more than 10,000 samples and build large-scale datasets linking SBO designs to their transcriptome-wide effects.
Mark Van Oene, president and chief executive officer of PacBio, said that high-quality sequencing data is essential to build the foundational datasets that support AI-driven biological modeling. The company believes its collaboration with TychoBio, similar to its work with Basecamp Research, could help advance the development of innovative therapies for rare diseases and improve outcomes for patients and their families.
PACB Stock TrendYear to date, the stock has gained 12.3% against the industry’s 4.9% decline. However, the S&P 500 has risen 13.9% in the same timeframe.
The collaboration highlights the role of PacBio’s HiFi and Kinnex sequencing technologies in advancing AI-driven therapeutic research. By enabling detailed analysis of full-length RNA transcripts and treatment-induced changes across cell types, the company’s platform can help researchers build reliable models for identifying promising drug candidates. The partnership also strengthens PacBio’s presence in rare disease research, where precise genetic insights are essential to develop targeted therapies. Successful progress in TychoBio’s RNA therapeutic programs could create opportunities for additional collaborations and support demand for PacBio’s sequencing platforms and consumables.
PACB currently has a market capitalization of $724.2 million.
Image Source: Zacks Investment Research
More on the NewsPacBio’s HiFi long-read sequencing can capture full-length transcripts, including information about RNA isoforms and splicing. Combined with Kinnex technology, this approach can help researchers screen thousands of sequences across multiple cell lineages and develop models assessing both therapeutic efficacy and toxicity.
TychoBio will evaluate potential RNA therapies and use PacBio’s sequencing technology to assess their effects on the transcriptome across different cell types. The resulting data will train AI models to predict therapeutic effectiveness, duration of action and potential unintended effects.
Developing SBOs with improved efficacy and lasting effects requires a detailed understanding of how these compounds interact with the transcriptome. By characterizing their effects across different cell lineages, the collaboration aims to deepen insights into RNA regulation and SBO mechanisms of action, supporting the design of safer and effective therapies.
The collaboration adds to PacBio’s efforts to support rare disease research through partnerships with organizations including the global HiFiSolves Consortium, the n-Lorem Foundation and EspeRare, the GREGoR Consortium, Care4Rare Canada Consortium, the Genetic Alliance, Genomics England and many more. It also underscores the growing intersection of advanced sequencing technologies and AI-based biological research.
Industry Prospects Favoring the MarketAccording to Grand View Research, the global long-read sequencing market is estimated to reach $717.9 million in 2026 and is projected to witness a CAGR of 22.7% through 2033.
Factors like the increasing prevalence of genetic diseases like cancers and chromosomal disorders, the growing popularity of personalized medicine and technological advancements leading to third-generation sequencing innovations are expected to support market growth.
Other NewsPacBio has appointed Mark Van Oene as president and CEO, effective Aug. 5, 2026. The former chief operating officer succeeds Christian Henry, who stepped down after six years but will remain on the board and advise the company through at least year-end 2026. Van Oene will focus on expanding HiFi sequencing adoption, clinical applications and AI-driven product development.
Some better-ranked stocks from the broader medical space are OPKO Health (OPK - Free Report) , Globus Medical (GMED - Free Report) and Merit Medical Systems (MMSI - Free Report) .
OPKO Health, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted loss of 1 cent per share, which surpassed the Zacks Consensus Estimate by 87.5%. Revenues of $163.6 million beat the Zacks Consensus Estimate by 24.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.
OPK has an estimated earnings growth rate of 23.3% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 95.1%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Merit Medical Systems, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $1.19, which beat the Zacks Consensus Estimate by 23.9%. Revenues of $418.8 million surpassed the Zacks Consensus Estimate by 3.5%.
MMSI has an estimated long-term earnings growth rate of 10.4%. MMSI’s earnings surpassed estimates in the trailing four quarters, the average surprise being 14.1%.
Společnost Reynolds Consumer ve druhém čtvrtletí 2026 zvýšila upravený zisk EBITDA díky vyšším cenám a nižším provozním nákladům, přestože objemy maloobchodního prodeje klesly.
Key Takeaways REYN leverages its presence in 95% of U.S. households and leading brands to drive growth.Pricing actions and lower operating costs boosted REYN's adjusted EBITDA in Q2 despite soft retail volumes.REYN targets cost savings through manufacturing efficiency, procurement and supply-chain upgrades. Reynolds Consumer Products Inc. (REYN - Free Report) continues to focus on strengthening its established brands, expanding product innovation and improving operational efficiency amid a challenging consumer environment. Pricing actions, productivity initiatives and disciplined cost management remain central to its growth strategy. The company is also leveraging its strong retail relationships and broad household penetration to reinforce its market position and support long-term profitability.
Brand strength and product innovation remain important growth drivers. Reynolds Consumer has a presence in approximately 95% of U.S. households, with leading brands such as Reynolds Wrap and Hefty. The company continues to invest in these brands, develop products that address changing consumer needs and strengthen its value proposition through retail partnerships. Innovation across cooking, food storage, waste management and disposable tableware provides opportunities to reinforce customer loyalty and support category growth.
Pricing and revenue management are also playing an important role in protecting profitability. The company has implemented pricing actions to recover higher commodity costs, particularly aluminum, while working to limit the impact on consumer demand. In the second quarter of 2026, pricing actions and lower operating costs helped support adjusted EBITDA growth, despite lower retail volumes and higher selling, general and administrative expenses. However, the ability to maintain pricing without further weakening demand remains important to its growth outlook.
REYN is also emphasizing manufacturing efficiency, procurement savings, waste reduction and supply-chain improvements. These initiatives are intended to generate sustainable cost savings and create room for continued investments in brand building, innovation and other strategic priorities. In addition, the company realigned its business segments in 2026 to improve operating efficiency, sharpen its innovation focus and pursue better opportunities in adjacent categories.
Reynolds Consumer is balancing near-term cost pressures and softer retail volumes with investments aimed at strengthening its competitive position. Continued execution on pricing, productivity and innovation will be critical to sustaining earnings growth and improving profitability over the long term.
REYN’s Price Performance, Valuation and EstimatesReynolds Consumer’s shares have gained 3.3% in the past six months compared with the industry’s 1.9% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, REYN trades at a forward price-to-earnings ratio of 13.45X compared with the industry’s average of 14.12X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for REYN’s 2026 earnings per share (EPS) indicates a year-over-year decline of 3.1%, while that of 2027 EPS shows growth of 3.8%. The company’s EPS estimate for 2026 and 2027 has been stable in the past 30 days.
Image Source: Zacks Investment Research
Reynolds Consumer currently carries a Zacks Rank #3 (Hold).
Key Picks in the Consumer Discretionary SpaceDuluth Holdings Inc. (DLTH - Free Report) , which deals in casual wear, workwear and accessories for men and women, currently sports a Zacks Rank #1 (Strong Buy). You can see see the complete list of today’s Zacks #1 Rank stocks here.
Duluth Holdings delivered a trailing four-quarter earnings surprise of 122.5%, on average. The Zacks Consensus Estimate for DLTH’s current financial-year EPS indicates a rise of 18.6% from the year-ago number.
Columbia Sportswear (COLM - Free Report) engages in marketing and distribution of outdoor and active lifestyle apparel, footwear and accessories, and currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for COLM’s current financial-year sales is expected to rise 1.9% from the corresponding year-ago reported figure. COLM delivered a trailing four-quarter earnings surprise of 36%, on average.
Ralph Lauren Corporation (RL - Free Report) , which is a designer and marketer of premium lifestyle products, currently carries a Zacks Rank of 2.
RL delivered a trailing four-quarter earnings surprise of 8.7%, on average. The Zacks Consensus Estimate for Ralph Lauren’s current financial-year sales indicates growth of 7.6% from the year-ago number.
Scotiabank strategists Shaun Osborne and Eric Theoret say the Euro (EUR) is marginally firmer versus the US Dollar (USD) on the softer USD tone, with ECB Governor Stournaras signalling continued gradual tightening. They judge EUR/USD retains a soft undertone and may be overshooting, as front-end spreads and risk reversals adjust, while their fair value model points to equilibrium around 1.1250, above current spot.
Euro edges up as ECB stays gradual"The EUR is marginally higher on the day, reflecting the generally softer tone of the USD. ECB Governor Stournaras remarked that the central bank will likely stick with its policy of gradual monetary policy tightening."
"Final German September CPI was confirmed at 3.3% in the year. The EUR retains a soft undertone but spot pricing may be overshooting somewhat."
"Front-end spreads have narrowed a little from the early October levels and short-term risk reversal pricing has pared the premium for EUR puts somewhat. Our fair value model suggests spot equilibrium sits around 1.1250 currently."
"EUR/USD short-term technicals: Neutral/bearish – Bearish pressure on the EUR may be moderating but there is little indication from short-term price action that a rebound is developing."
"Intraday price signals suggest a minor low may be developing around the mid-1.11 area. But short-term trend resistance remains intact at 1.1215 and a push above this area is the bare minimum the EUR needs to achieve to strengthen in the short run."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
Společnost BigBear.ai od července získala více než 25 zakázek v hodnotě přes 225 mil. USD od zákazníků z oblasti obrany, zpravodajských služeb a federální správy.
Bouncing back from an inauspicious start to the week that saw the stock finish 3.8% lower from Friday's close, BigBear.ai (BBAI +3.04%) stock is rising today after the artificial intelligence (AI) company announced it has received several new awards.
As of 12:47 p.m. ET, BigBear.ai stock was up 4.6%, retreating from an earlier rise of 11.7%.
Image source: Getty Images.
BigBear.ai has secured more than 25 contract awards totaling $225 millionHaving achieved numerous successes over the past three months, BigBear.ai announced today that it has won more than 25 contract awards valued at more than $225 million since July. In addition to homeland security, the contract awards stem from defense, intelligence, and federal civilian customers.
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In the press release addressing the contract awards, Kevin McAleenan, BigBear.ai's CEO, stated, "Technology does not translate into capability without operational insight, and these awards come from customers who understand both the depth of our experience and our differentiated technology."
Is BigBear.ai stock a buy on the bullish news?Unsurprisingly, shares rocketed higher on this morning's news -- especially when appreciating the significance of the contract awards. To put it in perspective, it's helpful to note that, in its second-quarter 2026 financial results presentation, BigBear.ai reported a backlog of $269.6 million as of June 30.
While the news is certainly positive, AI investors shouldn't rush in and start a position solely based on the new contract awards. Since the company is unprofitable and fails to generate positive operating cash flow, and these contract awards don't guarantee significant improvement in either metric, BigBear.ai stock is best left to those with higher risk tolerances.
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Recognition Highlights Company's Leadership in Enabling Advanced Heterogeneous Integration and AI-Driven Semiconductor Innovation
FORT WASHINGTON, Pa., /PRNewswire/ -- Kulicke & Soffa Industries, Inc. (NASDAQ: KLIC) ("Kulicke & Soffa," "K&S" or the "Company") today announced that it has been selected as the recipient of the 2026 SEMI Award for North America, one of the semiconductor industry's highest honors recognizing exceptional technical and commercial contributions to semiconductor manufacturing.
The award recognizes Kulicke & Soffa's pioneering formic acid in-situ bonding technology, an innovative Fluxless Thermo Compression bonding (FTC) solution that addresses critical interconnect scaling challenges and is actively enabling the next generation of heterogeneous integration architectures supporting artificial intelligence, high-performance computing, and advanced photonics applications.
Presented during the CEO Summit Keynotes at SEMICON West, the award underscores the growing industry adoption and significance of K&S's advanced packaging portfolio, including its industry-leading APTURA™ platform.
"As semiconductor performance is now critically dependent on advanced packaging and heterogeneous integration, the industry's ability to scale interconnect density efficiently and economically becomes more important than ever," said Raj Talluri, Chief Executive Officer of Kulicke & Soffa. "We are honored to receive this recognition from SEMI. This award reflects the ingenuity, dedication, and relentless execution of our global teams, who continue to develop innovative solutions which enable customers to overcome the industry's most complex manufacturing challenges."
Traditional Thermo-Compression bonding often requires a post-bond flux cleaning processes that becomes increasingly difficult at finer interconnect pitches. At the same time, hybrid bonding solutions, while highly capable, can introduce significant manufacturing complexity and cost. Kulicke & Soffa's proprietary Fluxless Thermo-Compression bonding technology combines advanced plasma pre-cleaning and in-situ formic acid oxide reduction to deliver high-yield, ultra-fine-pitch interconnect capabilities while simplifying the manufacturing processes and reducing production costs.
FTC technology has become a foundational element of the Company's advanced packaging roadmap and enables customers to pursue interconnect pitches below 10 microns while supporting applications across wafer-level, substrate-level, and panel-level manufacturing environments.
"This recognition validates our innovation-driven strategy of selecting differentiated technologies that solve real customer challenges," said John Molnar, VP & General Manager, Advanced Solutions. "By enabling hybrid-bonding-class performance with more accessible manufacturing, we are accelerating the adoption of advanced packaging solutions required for next-generation AI, high-performance computing, silicon photonics, and other rapidly growing semiconductor markets."
The award further reinforces Kulicke & Soffa's position as a leading provider of semiconductor interconnect solutions. The company's advanced packaging portfolio spans thermocompression bonding, hybrid bonding enablement technologies, wedge bonding, and vertical interconnect solutions that support some of the industry's most complex heterogeneous applications.
As semiconductor complexity continues to increase, interconnect and packaging innovations are now a requirement in delivering system-level performance across the semiconductor space. This award highlights the critical role Kulicke & Soffa is playing to shape the industry's future.
About Kulicke & Soffa
Kulicke & Soffa is a global leader in semiconductor assembly technology, advancing device performance across automotive, compute, industrial, memory and communications markets. Founded on innovation in 1951, K&S is uniquely positioned to overcome increasingly dynamic process challenges – creating and delivering long-term value by aligning technology with opportunity.
About SEMI
SEMI® is the global industry association connecting over 4,000 companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Contacts
Kulicke & Soffa
Marilyn Sim
Public Relations
P: +65-6880-9309
[email protected]
Akcie Celestica v úterý klesly o více než 5 % na nejnižší úroveň od 21. září, přestože tržby ve druhém čtvrtletí vzrostly meziročně o 62 % na 4,70 mld. USD.
Celestica stock fell more than 5% on Tuesday, reaching its lowest level since September 21 as AI-related companies broadly declined. Shares traded at $480 in Toronto, about 14.5% below their October peak. So, is this the start of a bear market or will it buy the dip as its earnings report nears?
Celestica shares remained under pressure as investors dumped companies in the artificial intelligence (AI) industry. Nvidia, the biggest company in the industry, dropped by 0.20% to $225, while AMD fell by 20 basis points. Other top AI companies like Broadcom, Marvell Technology, and Lumentum also retreated.
The weakness accelerated after Broadcom’s CEO suggested that many investors in the AI space were acting as casino gamblers. He also warned that Western companies were facing significant competitive pressure from Chinese firms.
Celestica is one of the biggest companies in the AI space. It operates in two segments, Connectivity & Cloud Solutions (CCS) and Advanced Technology Solutions (ATS). CCS, its biggest business, makes 800G networking switches and custom compute hardware for hyperscalers like Amazon, Meta, and Microsoft. Its ATS business builds solutions for other industries like aerospace and defense.
On the positive side, Celestica’s business has continued doing well, and analysts expect the trend will continue. The most recent results showed that its revenue growth accelerated in the second quarter. It made $4.70 billion in the second quarter, up by 62% from the same period last year.
Its revenue was higher than its previous guidance and what analysts were expecting. The management also raised its guidance again, and analysts expect the trend to continue in the foreseeable future. Management expects the third-quarter revenue to be between $5.25 billion and $5.5 billion.
For the year, the company expects that its revenue will jump to $20.5 billion, higher than the previous guidance of $19 billion. This surge will be much higher than the $12.3 billion that it made last year. Analysts expect its revenue to hit $35 billion next year.
Most Wall Street analysts are highly bullish on the company. Bernstein’s Daniel Zhu initiated his coverage with an outperform rating and a target that is 42% above this level. Other top analysts, including from TD Bank, Royal Bank of Canada (RBC), UBS Group, and Scotiabank, have a highly bullish view of the company, citing its revenue and profitability growth.
A key concern is that the company is highly overvalued. It has a forward price-to-earnings ratio of 31, higher than the sector median of 22. This multiple is higher than its five-year average of 18, and much high than other fast-growing companies like Micron, Nvidia, and SanDisk.
CLS stock chart | Source: TradingView
The weekly chart shows that Celestica shares peaked at $655 in June and then pulled back to the current $488. A closer look shows that it has formed a head-and-shoulders pattern, a common bearish reversal pattern. It is in the right shoulder section of this pattern.
The stock is trading at the middle side of the Bollinger Bands indicator. At the same time, the Relative Strength Index (RSI) has formed a bearish divergence pattern. Therefore, the stock will likely have a bearish breakout, potentially to the key support level of $400. A drop below that price will point to more downside towards $300.
Social media giant Meta Platforms (META +2.74%) has rallied 15% this year as it looks to be on track to hit a new all-time high. The business has done well despite adversity and legal challenges relating to the addictiveness of its platforms.
The company generates billions in revenue from advertisers, and the hope is that its new artificial intelligence (AI) assistant, Muse, could drive even more revenue growth. Despite a market cap of around $2 trillion, the stock doesn't look overpriced and may still have more upside. Could it hit $1,000 in the near future?
Image source: Getty Images.
Meta's stock doesn't look expensive, based on its expected growthAlthough Meta's stock is approaching $800, in terms of earnings, its valuation is not enormous. It's trading at 28 times its trailing earnings. But based on analyst projections of how profitable the business will be in the year ahead, it's at a forward price-to-earnings (P/E) multiple of 22.
A key metric growth investors look at is the PEG multiple, which takes into consideration the earnings multiple and the future earnings growth that analysts expect over the next five years. A PEG of less than 1.0 suggests the stock is a good buy when considering future growth. Meta is just under that cutoff right now.
However, analyst expectations can change over time. If Muse proves to be a big moneymaker for the business, the company's outlook may be more promising, leading to greater returns for shareholders.
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Is Meta's stock worth buying today?Despite the optimism around the business, the consensus analyst price target for Meta's stock is around $796, suggesting it's unlikely to rise much higher. However, the most bullish forecast does project it will reach $1,000. Price targets are typically the levels analysts expect a stock to reach over the next 12 to 18 months.
Meta has a strong business, but I'm not convinced it's worth investing in at its current share price. Its Muse assistant may open up more growth opportunities, but there's also likely to be considerable competition in the space as more companies develop AI assistants. Whether consumers will truly need them and see value in paying for them is also debatable.
The social media stock may hit $800 within a few weeks or even days, but I don't think $1,000 is on the horizon just yet, maybe in the long run. I'd take a wait-and-see approach with the stock first to gauge how well Muse is doing before buying Meta's stock, as its future gains may hinge heavily on how successful its AI strategy proves to be.
Coca-Cola zvýšila výhled volného peněžního toku pro rok 2026 na zhruba 12,4 miliardy USD po loňském poklesu způsobeném jednorázovou platbou související s fairlife.
Coca-Cola has handed income investors a bigger check every year for six decades, but last year its dividend bill outpaced its free cash flow by billions. Whether that gap signals trouble or a one-time blip could define the next ten…
Coca-Cola (NYSE:KO | KO Price Prediction) marked its 63rd consecutive year of annual dividend increases in 2025. Its quarterly payment record backs that up: the per-share payout has stepped higher every year from $0.16 in 1999 to $0.53 in 2026. Income investors who already own the stock care less about the 2.27% yield than about whether the next decade of raises shows up. That depends on free cash flow, and the cash flow picture has improved in Coca-Cola’s favor in 2026.
Free Cash Flow Is Catching Back Up to the Payout Last year looked weak on paper. Coca-Cola paid $8.8 billion in dividends but generated only $5.296 billion in free cash flow. Most of that gap came from a one-time fairlife contingent consideration payment, which management took out from its 2025 cash outlook.
For 2026, Coca-Cola raised its free cash flow guidance to about $12.4 billion. The 2025 dividend bill would use roughly 71% of that. First-half free cash flow came in at about $6.9 billion, with net debt at 1.4 times EBITDA, below the company’s 2x to 2.5x target. Chief financial officer John Murphy said:
“Given the momentum of our business and the strength of our balance sheet, we have increased flexibility and optionality to continue to both reinvest in our business and return capital to share owners.”
Earnings Are Growing Faster Than the Dividend Earnings growth is outpacing dividend growth. The 2026 raise was about 3.9%, while management now guides comparable EPS up 9% to 10% from $3.00. The $2.12 forward dividend works out to about 64% of trailing EPS of $3.33. Second-quarter operating margin expanded to 34.9% from 34.1%. Murphy credited the shift to a lighter-asset model:
“The structural changes in our overall model becoming more asset-light has, as you know, been one of the primary drivers.”
Pricing, Volume and Currency Decide the Pace Second-quarter unit case volume rose 5%, and Coca-Cola Zero Sugar grew 16%. Chief executive Henrique Braun described a squeezed consumer:
“The lower income continues to be pressured, and we’ve seen that it’s really about value, not only pricing.”
Several other factors can work against growth. Currency adds about 3% to 2026 EPS, and that boost can reverse. The fourth quarter has six fewer days than a year ago. The IRS tax case is also still pending, though Murphy said, “We continue to have confidence that we will ultimately prevail.”
How Coca-Cola Compares With PepsiCo and Keurig Dr Pepper PepsiCo (NASDAQ:PEP) yields more, at 4.42%, and announced its 54th consecutive annual increase. But it cut its 2026 core EPS growth guidance to 2.5% to 3.5% as core operating margin contracted 35 basis points. Keurig Dr Pepper (NASDAQ:KDP) is carrying $30.4 billion in debt principal and 4.4x pro forma leverage after its JDE Peet’s deal, and it plans a separation in early 2027.
Coca-Cola’s main weakness is its price. At 29 times earnings, it costs more than PepsiCo at 21 times. Its shares are up 31.67% this year.
Verdict: Expect Steady Mid-Single-Digit Raises Yes, Coca-Cola can keep raising its dividend, and it has more room to do so than either peer. EPS is growing at more than twice the rate of the most recent raise. Cash flow is recovering after the one-time fairlife payment, and leverage is below management’s own target. That supports raises around the recent 4% rate for years. Annual increases will likely stay in that range rather than speed up, so investors who want a higher starting yield are taking on more risk in PepsiCo’s payout. For current holders, a reversal of the currency boost is the main threat to watch.
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Your vibe-coded applications can now be easily run on Android smartphones without having to first go public on the Google Play Store, the tech giant announced on Tuesday. A new feature will allow users to launch their own personal apps on their device via Google Play using their standard Google account, but they will remain completely private.
These personal apps won’t show up in Google Play’s search or listing pages, and won’t be shared with anyone except for the app’s creator.
The idea comes as more people are experimenting with building their own applications via AI for specific, personal needs. However, being able to use that app on their own Android device has meant publishing to Google Play, making it accessible to the Play Store’s some 3 billion users. That led many to limit their vibe-coding efforts to web apps that could run on any device instead of something built natively for Android.
Now, Google says Android device owners can vibe-code an app using Google AI Studio, then launch it for their own use.
Image Credits:Google These apps are still required to comply with Google Play’s existing policies but allow users to experiment more directly with building apps for Android.
Initially, the feature will be available to users in the U.S., age 18 and up.
“That’s why the future of apps on Google Play is personal, secure, and built by everyone — and it’s why Play is leading the charge and moving from ‘there’s an app for that’ to ‘there’s an app for me,’” said Sam Bright, Google’s VP and GM for the Google Play and Developer Ecosystem, in a press briefing ahead of Tuesday’s launch. “We started Google Play with a simple goal: to connect you with the apps you love. But after today, we hope it’s clear: Play has evolved to become so much more than that.”
In the months ahead, the company said that users will be able to share their vibe-coded creations with a network of trusted friends. That means the apps you built for family or friends, or maybe your child’s T-ball league, could be used with a small group of people, without having to go public on the Play Store.
And if the app ever really becomes popular, there will be a way to shift the personal app to one that’s published on the Google Play Store for everyone to try, after completing the trust and safety reviews.
Related to AI’s impact on app development, Google said it’s also building better ways to curate the Google Play experience — for instance, by leveraging Google’s AI to create a personalized game recommendation engine, called Game Finder. The feature, first available in the U.S. in English, will be based on what the user likes to play combined with Google’s knowledge derived from its game community’s 1.2 billion players.
Image Credits:Google Google will also allow users to curate their own lists of games, post questions about games to a new Community Posts section, and join new 48-hour gaming challenges called Sprints, among other gaming-related feature updates.
Image Credits:Google Plus, the Play Store’s built-in AI assistant, Ask Play, is being updated to offer comparisons, allowing users to see the key differences between similar applications. Google Play apps and games will also be more deeply integrated into Gemini’s conversations.
The changes are rolling out alongside Google Play’s new support for an age-range feature that allows parents to share their child’s age range, but not their exact birthdate, with developers to get an age-appropriate experience.
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Apple představila chytrý displej HomeView za 299 USD a domácí kamery, zvonek i zámek od společnosti LG Electronics, čímž přímo vyzývá produkty Amazon Echo a Ring.
Apple’s HomeView smart display, shown with faces for a clock, FaceTime, photos, smart home controls and music. (Apple Image) Apple is going after Amazon’s smart home business on several fronts at once.
The iPhone and iPad maker on Tuesday unveiled HomeView, a $299 smart display that competes directly with Amazon’s Echo Show, along with a lineup of cameras, a video doorbell and a smart lock made by LG Electronics. That puts Apple in the core categories of Amazon-owned Ring for the first time.
Apple also announced a new Apple TV 4K and the HomePod mini 2, which will go up against Amazon’s Fire TV and Echo speakers.
Amazon made its own move into Apple’s territory last week, unveiling premium Alexa Tablets, including a Pro model that competes more directly with the iPad.
The new Apple HomeView has a 7-inch screen and comes in a tabletop version with a speaker base and a wall-mounted version. It recognizes up to six household members by their faces and switches to each person’s messages, calendar and apps.
It runs Siri AI, Apple’s rebuilt version of its voice assistant, which the company calls “profoundly more capable and conversational.” Pre-orders started Tuesday, and the device ships Nov. 13.
Amazon’s big lead: About two-thirds of U.S. smart speaker owners have an Amazon device, compared with about a quarter for Google and 7% for Apple, according to the latest data from Consumer Intelligence Research Partners, covering the 12 months ending in June. Apple’s share has stayed in the mid-single digits for years.
CIRP’s Michael Levin and Josh Lowitz wrote that Apple may go after people who don’t own a smart speaker rather than try to convert Amazon and Google customers. Only 57% of recent Apple buyers have a smart speaker of any kind, the firm found.
The HomeView is aimed at people already using Apple devices. Setup and the personal features require an iPhone or iPad. It won’t be sold in the European Union because Siri AI isn’t available there.
Apple is also hinting that its AI won’t stay free. A footnote in the HomeView announcement says certain Apple Intelligence features that rely on server-side models are subject to daily limits, with expanded access “available for a fee in the future.” Amazon’s Alexa+ is free with Prime or $19.99 a month on its own.
Competition for Ring: The new Apple Home Collection, designed with LG and Schneider Electric, includes a $249.95 LG video doorbell with two cameras, LG indoor, outdoor and floodlight cameras priced from $199.95 to $399.95, and a $349.95 LG deadbolt that unlocks automatically as its owner approaches, using ultra-wideband technology.
The accessories are set for release starting in December, with some arriving in early 2027.
Camera video history requires an iCloud+ storage plan, and Apple says there’s no separate camera subscription. Apple’s retail stores will also offer installation by ADT for an extra charge.
The LG lock was announced a week after Ring unveiled its first smart lock, a $249 deadbolt with no keyhole and a hand-turned dial that revives a dead battery. It’s due in the first quarter of next year. Ring also announced five new cameras priced from $69.99 to $219.99.
The LG lock includes a backup key slot. “If you have to have a key, it’s like, well, why have a smart lock?” Ring founder Jamie Siminoff told GeekWire last week.
Ray Dalio warned the world that AI looks like a classic bubble, then quietly kept Nvidia as Bridgewater's single largest stock holding. When a legendary investor's words and his money point in opposite directions, following the money changes everything.
I keep adding to my NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) position, and the latest push came from a source I didn’t expect: Ray Dalio. At the Forbes Global CEO Conference in Singapore, Dalio said the AI boom resembles a “classic bubble” and that we are nearing one. Then I looked at his portfolio. NVIDIA is Bridgewater Associates’ single largest individual stock holding and third-largest position overall. When a famous investor’s warnings and his holdings disagree, I go with the holdings.
Demand It Can’t Fill Keeps Pulling Me Back
The full AI factory NVIDIA sells includes GPUs, CPUs, networking and the CUDA software that ties them together. My whole thesis rests on one line from the latest earnings call: “NVIDIA Compute is fully utilized across every cloud we serve.” Management expects revenue to grow approximately 70% in fiscal 2028, and it calls that number supply-constrained, because “customers’ forecasts point to our growth doubling next year.”
Three Receipts Behind Every Purchase
First, the growth is speeding up. Revenue for the second quarter of fiscal 2027 hit $96.22 billion, up 105.8% year over year, and Data Center revenue reached $89.02 billion (+117%). Growth sped up for the fourth consecutive quarter, and third-quarter guidance calls for $108.0 billion.
Second, the profitability is elite and the balance sheet is close to bulletproof. Net margin stands at 55.60%, return on invested capital at 92.21%, debt-to-equity at 0.073, and interest coverage at 503x. Fiscal 2026 free cash flow came to $96.58 billion.
Third, the price still works for me, and so does the cash coming back to owners. At a P/E of 46, I’m paying a reasonable multiple for a company that doubled its revenue. NVIDIA returned $26.0 billion to shareholders last quarter, raised its quarterly dividend to $0.25 from $0.01 in May 2026, and still has about $99.0 billion left on its buyback authorization. The 0.018% yield is token income. I own NVIDIA for compounding, and over five years the stock has gained 985.59%.
Why My Money Skips AMD and Broadcom
AMD (NASDAQ:AMD) trades at roughly 224 times earnings with an operating margin of 10.66%. NVIDIA’s operating margin is 60.38%. I’d pay the lower multiple for the far higher margin every time. In its latest quarter, Broadcom (NASDAQ:AVGO) grew revenue 85.5%, a strong number that still trails NVIDIA. Broadcom also lists its indebtedness and reliance on a limited number of large customers as risks.
Risk That Could Actually Hurt Me
NVIDIA has $279 billion in supply commitments, and it caps guarantees to AI cloud partners at $108.5 billion. Days sales outstanding extended to 60 days from 45. China is gone from guidance, and Q1 brought $4.5 billion in H20 charges. If AI spending stalls, those commitments turn into a burden. The stock fell 5.27% last week as Barron’s flagged a warning in its chart.
My thesis holds because the spending keeps climbing. Top hyperscaler capex should reach nearly $800 billion in 2026 and $1.3 trillion in 2027, and management expects supply to stay the constraint at least through the end of fiscal year 28.
What Keeps My Buy Button Active
Vera Rubin carries $40 billion per gigawatt of revenue opportunity, up from Blackwell’s $25 billion, and management expects it to be “the fastest product ramp in NVIDIA’s history.” On top of that, NVIDIA’s new neocloud revenue-sharing model means it gets “paid twice, once on the hardware sale and again through the share of rental revenue.”
Dalio can call it a bubble from the stage. I’ll keep reading his filings, and I’ll keep buying. Riding a mania is fine as long as you plan the exit, and we covered both sides in a free bubble survivor’s handbook.
Contact [email protected] for any questions or corrections.
Netflix (NFLX +0.33%) shareholders have had plenty of reasons to consider selling. Shares of the company are down by nearly 43% in the past year. Netflix's revenue growth is decelerating, engagement growth based on view hours remains modest, and Alphabet's YouTube reached a record 14.2% share of U.S. TV viewing in July 2026.
Image source: Getty Images
Despite these challenges, if I owned Netflix stock today, I would not sell a single share. Netflix's share price has declined roughly 25% so far in 2026 (as of Oct. 9), but management still expects operating income to grow more than 20% this year. The company's forward price-to-earnings (PE) multiple has also contracted by nearly 33% from about 30.5 at the end of 2025 to roughly 20.3.
Netflix's profits have not collapsed. Instead, investors are simply paying much less for each dollar of the company's expected future earnings.
Netflix's engagement problem is not yet an earnings problem Netflix's worldwide viewing hours increased by only about 2% in the first half of 2026. Despite this, the company's revenue rose roughly 15% year-over-year to $24.8 billion. Revenue is currently growing faster than engagement, driven primarily by membership growth, pricing, and advertising.
Netflix has largely proved the demand for its ad-supported tier, with more than 60% of new subscribers in its ad markets choosing the plan. But the bigger unanswered question is monetization.
In Netflix's second-quarter earnings call, co-CEO Greg Peters said ad-tier average revenue per membership is still lower than that for the company's standard plan without ads. But the gap is narrowing. According to Visible Alpha, Netflix generated about $618 million in advertising revenue in the second quarter, up nearly 79.8% year-over-year. Yet, the revenue was 7.2% below consensus expectations. S&P Global noted that monetization of the ad-supported tier has progressed more slowly than anticipated.
I will become more concerned if weaker engagement starts driving softer pricing, slower ad monetization, higher churn, and weaker margins all at once. Currently, though, Netflix's financial results do not show that broad deterioration.
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Content economics also appear to have improved. Content amortization (portion of Netflix's content costs recognized as an expense in a given period) fell from nearly 39.2% of revenue in 2024 to about 34.4% in the first half of 2026. Hence, Netflix is generating more revenue for every dollar of content amortization.
Improving content efficiency is one of the key factors supporting profitability. The company's operating margin improved from 26.7% in 2024 to 29.5% in 2025. Management expects the operating margin to be 31.5% in 2026.
Netflix's 2027 earnings growth looks deceptively weak Wall Street currently expects Netflix to earn about $3.58 per share in 2026 and $3.80 per share in 2027, implying EPS growth of just over 6%.
But 2026 is an unusually high base for comparison. Netflix received a $2.8 billion termination fee after its Warner Bros. Discovery transaction was terminated. The company recorded the payment under interest and other income, below operating income. Netflix reported first-quarter diluted EPS of $1.23, well above its prior forecast of $0.76. The company said the upside came from stronger-than-expected operating income and the termination fee.
Using Netflix's 19% first-quarter effective tax rate and 4.29 billion diluted share count as a rough adjustment, I estimate the termination payment contributed about $0.53 per share after tax. Removing the one-time benefit from the current 2026 consensus estimate of $3.58 produces an adjusted EPS of roughly $3.05 per share. Against that figure, $3.80 of 2027 EPS would imply year-over-year growth closer to 24.6%, not 6%. Although Netflix does not report this adjusted EPS figure, it suggests that Netflix's underlying 2027 EPS growth could be much stronger than the headline consensus comparison implies.
Share repurchases could provide another boost to per-share earnings growth. Netflix spent $4.7 billion repurchasing 52.9 million shares in the second quarter. The company still had $27.1 billion of repurchase capacity remaining at the end of the second quarter.
Management has reiterated that returning excess cash through buybacks remains part of its capital allocation strategy. At today's lower share price, future repurchases could retire more shares for every dollar spent, potentially supporting faster per-share earnings growth.
Netflix's valuation looks more reasonable, but upside isn't guaranteed Netflix stock was trading at roughly 18.5 times Wall Street's current 2027 EPS estimate of $3.8 (as of Oct.9, 2026). While the valuation appears reasonable, Netflix is not obviously cheap.
The company expects about $12.5 billion of free cash flow in 2026. However, management raised the forecast from roughly $11 billion primarily due to after-tax benefit from the Warner Bros.-related termination payment. I therefore view the earlier $11 billion forecast as a better starting point for assessing recurring cash generation.
At Netflix's roughly $293 billion market capitalization, the company is trading at a price-to-free-cash-flow multiple of about 26.6, compared with roughly 23.4 using the headline $12.5 billion figure. Hence, while Netflix's lower earnings multiple may look attractive, its recurring cash flow valuation still leaves limited room for execution mistakes.
So, Netflix may not soar in 2027. Meaningful upside likely requires either earnings above current expectations or a significant expansion in the valuation multiple.
Analysts expect about $57 billion of 2027 revenue, up roughly 11% from the midpoint of Netflix's $51 billion to $51.4 billion 2026 guidance. If Netflix can combine higher-than-expected revenue growth with a stable or modestly higher operating margin and continued share repurchases, EPS could grow faster than current expectations.
Here's what would make me sell However, my thesis has a clear breaking point. I would become much more cautious if revenue growth slipped into the high single digits while the company's operating margins moved toward 30% or below in 2027. I would also reconsider selling if content amortization began consistently growing faster than revenue. But for now, I see slower growth, not deteriorating economics.
Netflix získal vysílací práva na mistrovství světa ve fotbale 2030 ve Španělsku a Andoře. Ve Španělsku bude jeden zápas z každého hracího dne dostupný zdarma.
Netflix NFLX said it secured the rights to broadcast the 2030 World Cup in Spain, which is co-hosting the tournament, and Andorra. It's the company's first broadcast of a major men's international tournament in Spain, where national channel TVE aired the 2026 edition. Netflix didn't disclose financial terms. Netflix shares rose 0.71% as of 10:00 a.m. ET.
The deal reaches beyond Netflix's paying subscribers. One game per matchday will be free to watch in Spain, and Netflix will offer a national free-to-air channel carrying a package that includes all of Spain's games, both semifinals and the final. It hasn't named the channel. Spain won this year's World Cup and will co-host the 2030 edition with Portugal and Morocco.
The rights extend a Netflix push into sports. The current lineup already includes the NFL, MLB, WWE, boxing and MMA. Netflix also holds U.S. and Canadian rights to the 2027 and 2031 Women's World Cups. It reports third-quarter results on October 20.
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Walmart workers will have access to a broader set of health care benefits in 2027. Charles-McClintock Wilson/NurPhoto via Getty Images Walmart, America's largest private employer, said it will expand the health benefit options for its 1.6 million-strong workforce.
The retail giant said Tuesday that health plan participants will have several new benefits starting in 2027, including about 250 prescription drugs at no cost, including some insulin and inhalers.
A spokesperson also told Business Insider that associates with type 2 diabetes and new prior authorization will have coverage for GLP-1 medications.
That policy is similar to Starbucks, which recently cut back its coverage of the medications when they are prescribed for weight loss, though they may still be covered for other conditions. GLP-1 drugs have become highly sought-after treatments for obesity, but soaring costs are prompting some employers to limit eligibility.
Walmart's list of covered drugs also includes hemophilia medications and a multiple sclerosis drug, each of which can cost thousands of dollars per month, the spokesperson said.
Walmart US workers are getting some new health care benefits in the new year
In addition to the prescription benefits, Walmart is expanding its coverage of rare conditions to include no-cost access to specialists for evaluation and treatment review of multiple sclerosis, Parkinson's disease, and amyotrophic lateral sclerosis (ALS).
And starting next month, Walmart employees will have access to 12 weeks of paid leave if their newborn needs admission to a neonatal intensive care unit. That NICU leave can be combined with up to 16 weeks of existing paid maternity and parental leave available to frontline workers.
Walmart's 2027 health plans start at $39.80 per pay period, a $1.50 increase from 2026, the spokesperson said. Full-time and part-time workers who average more than 30 hours per week are eligible to enroll.
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Dominick Reuter is a senior retail reporter for Business Insider, primarily covering Walmart, Target, Costco, and other big box retailers. His stories tend to focus on issues and trends that affect employees and customers, such as affordability challenges and the growing race to provide ultra-fast delivery services on e-commerce orders.Prior to joining BI in 2019, Dominick worked for more than a decade as an independent photojournalist covering a wide range of stories for global wire services and newspapers, including Reuters, the Wall Street Journal, and Agence France-Presse.Dominick studied photojournalism at Boston University and later earned a Masters in business and economics journalism from Columbia University.If you're an employee or customer with a story to share, please contact me via email or text/call/Signal at 646-768-4750.
More and more people are turning to artificial intelligence (AI) chatbots in search of not only answers to queries, but also shopping recommendations. And one thing that analysts have uncovered is that chatbots really like Walmart (WMT +0.25%), with it often being the go-to recommendation.
The company may benefit from this trend, and it could prove to be an underrated catalyst for the retail stock.
Image source: Getty Images.
Being the preferred retailer among AI chatbots could unlock more growth for WalmartAI chatbots can make researching product decisions much quicker and easier for consumers. Increasingly, shoppers are becoming comfortable relying on them for advice on what to buy and where to buy it.
According to a recent survey by Gartner, approximately 34% of consumers in the U.S. would be very willing to use AI to get recommendations for holiday gift purchases. And that’s potentially great news for Walmart, as chatbots appear to gravitate toward it.
Analysts at UBS studied AI tools and found that Walmart was often the "default answer for everyday consumption.” It’s important to remember, however, that AI models evolve over time, and while Walmart may appear to be the preferred option today, it doesn't mean that it will remain the case several months from now.
It does, however, reinforce the strong brand that Walmart has built up over the years, which many consumers and now AI chatbots as well recognize as being synonymous with value.
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Walmart's stock could use a boost, but AI chatbots might not offer enough of a sparkThus far in 2026, Walmart's stock has generated underwhelming returns, up around just 2% and trailing the broader market. The challenge these days is that it's become too expensive over the years, and the stock now trades at more than 40 times its trailing earnings. For Walmart to remain a compelling buy at that level, its growth rate needs to be well into double digits, which it isn’t.
While AI chatbots may help drive more traffic to its stores, I don't think it'll be enough to drastically boost Walmart’s sales and profit numbers. The company has generated more than $730 billion in revenue over the trailing 12 months; it'll take a lot of additional revenue to meaningfully impact its growth rate.
Walmart's stock is expensive, but for investors who are looking to hang on for several years, potentially decades, the good news is that it can make for a solid investment to buy and hold, as it still has plenty of growth opportunities to tap into over the long haul.
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Jamie Dimon, chief executive of JPMorgan Chase. Bloomberg/Getty Images JPMorgan Chase customers shouldn't expect their personal AI agents to have access to their accounts anytime soon.
The typical security concerns around any new adaptation of technology are "heightened" with AI agents, "because you don't want rogue agents, and there could be thousands of them," JPMorgan Chase CEO Dimon said during an earnings call Tuesday. Unlike chatbots, which primarily answer questions, AI agents are designed to take action on behalf of a user and have increased in popularity after the introduction of Meta's personal AI assistant, Muse.
"If people are using them, they should understand the risk," Dimon said, saying there's a "liability transfer" away from the bank, as well as risks that their data is "misused."
The company is building its own agentic tools for clients, Dimon said, but for now, it plans to closely guard the bank from the onslaught of outside AI agents.
"In the meantime, we're not going to allow just any outside agent to come in inside the company because that's just too risky for clients and for JPMorgan," Dimon said.
The bank is already blocking access to "to the extent that we're able to block those," Jeremy Barnum, the bank's chief financial officer, said.
"I think right now, some of the services that offer that do it through credential sharing, and we have a long record of being against that way of doing things, screen scraping, et cetera," he said. "It's not secure."
If a customer gives an AI agent their credentials, they could be responsible for any unwanted actions the agent takes.
"It's not an ideal state of things," Barnum said.
JPMorgan has also tightened controls on AI agents used by its own employees. Business Insider previously reported that the bank rolled out new security measures for some engineers who use Anthropic's Claude, restricting AI's access to employees' internal systems.
Dimon and Barnum's comments were contrasted with concerns that AI agents could cause a bank run from low-yield into high-yield savings accounts, a theory raised by Apollo chief economist Torsten Sløk in late September.
Bank stocks, already declining following bond market turmoil, have fallen further since the launch of Meta's Muse on September 22, and Barnum said they saw "a little bit of a response in bank stocks around those releases."
Barnum suggested this concern is a continuation of two trends the bank has felt: "yield-seeking flows" and competition from fintechs.
As for yields in high-interest savings accounts, Barnum said the bank is focused on "primary bank share" rather than yield chasers. The bank's standard Chase Savings account earns a 0.01% annual percentage yield, while others in the market earn 4% (though it does offer higher-yield cash products to its private wealth clients).
And while Barnum said the bank works to "have parity" with fintech companies, he also thinks the bank's traditional brick-and-mortar footprint provides its own defense against encroachment.
"Our perspective is that, on the one hand, it's nothing new, but that doesn't mean that we're complacent about it," Barnum said about fintech competition.
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Alex is a reporter at Business Insider writing about how people, from billionaires to penny-pinchers, save, invest, and manage their money. He previously covered private credit and equity, real estate, and real estate technology for Business Insider.Recently, he's covered Steve Schwarzman's hidden family office, private capital's push into your retirement account, a massive Airbnb tax-break unlocked by President Trump, and the ex-McKinsey consultant connecting Zohran Mamdani to the business world. According to one Fortune 500 CEO, he's a "fringe reporter."Before joining Business Insider in 2019, he worked for Bridgewater Associates and Peloton. He is the interim vice-chair of the Insider Union.He welcomes any and all reachouts, prioritizes his source's safety, and has a long record of working with confidential sources to tell deeply reported, complicated stories. He loves to yap.Get in touch! Contact this reporter via encrypted messaging app Signal at @alexnicoll.01 using a non-work phone, email at [email protected] or [email protected], or Twitter DM at @nicollsanddimes.
ExxonMobil potřebuje k reinjektáži do ropných polí v Guyaně přibližně 2 mld. krychlových stop plynu denně, což může snížit kapacitu plánovaného projektu LNG ze 6 až na 3 miliony tun ročně.
ExxonMobil (XOM.N) has told Guyana it will need more offshore gas to maximize oil production than the government had expected, potentially leaving less for liquefied natural gas production and exports, two people close to the talks said.
Guyanese officials are now weighing whether to shrink a planned LNG project or skip exports altogether and use the gas for domestic power and petrochemical facilities only. It would deal a blow to the South American nation's ambitions to become a regional energy powerhouse as it continues to grow oil and gas output.
Guyana has been pushing a consortium led by Exxon, which controls all of the country's crude and gas production, to deliver as much gas as possible so that the nation can monetize its reserves, which rank among the largest in the region.
But the Exxon group, which also includes Chevron (CVX.N) and China's CNOOC (600938.SS), is forecasting it will need about 2 billion cubic feet per day (bcfd) of gas for reinjection into oilfields so it can meet crude output targets at its government-approved projects, the people said.
That required volume would constrain supplies for any gas export projects, including a floating LNG facility proposed by Fulcrum LNG, the US developer the government chose in 2024 to build and operate gas infrastructure in the country.
Instead of the 6 million metric tons per annum (mtpa) of capacity initially planned, the project may now have to start with up to 3 mtpa and expand later, the people said.
Exxon has been working to determine how much gas its fields can produce and supply, at what cost and on what timeline, one of the people said.
Guyana has been seeking greater clarity from Exxon on available gas supplies, Natural Resources Minister Vickram Bharrat told Reuters in an interview earlier this year. He declined to comment this week on the status of talks.
The government has yet to make a final decision on what it will do with the reduced amount of available gas, frustrating potential investors, the people said. Scaling back the LNG project is the most likely plan, they added.
President Irfaan Ali's administration is focused on getting a much-needed gas-fired power plant running soon, one of the people said. Other industrial projects are likely on the back burner for now, including a proposed bauxite-to-alumina refinery, fertilizer production and large data centers.
"We're working with the government of Guyana on development plans that maximize resource recovery and value to the country," an ExxonMobil spokesperson told Reuters on Monday.
Gas development in Guyana requires supply and demand to be developed at the same time, the spokesperson added.
Fulcrum did not respond to a request for comment.
With a base of almost 11 billion barrels of oil equivalent in recoverable resources and plans for up to eight offshore developments by 2030, Exxon's Stabroek block in Guyana is the crown jewel of its portfolio and a major engine of growth for the economy of Guyana, among Latin America's least developed countries.
The country has emerged as a notable oil and gas producer in recent years following the discovery of large offshore fields in the last decade.
Exxon's fifth floating output facility arrived in Guyana in August, which is expected to begin operations before year-end. In May, the group applied for government approval for Haimara, its ninth project in the country, which along with the eighth project, Longtail, is expected to develop non-associated gas and condensate.
JGP Wealth Management ve třetím čtvrtletí snížila svůj podíl ve společnosti PepsiCo o 14,2 % prodejem 5 092 akcií; nyní drží 30 759 akcií v hodnotě 3,898 mil. USD.
JGP Wealth Management LLC lowered its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 14.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,759 shares of the company’s stock after selling 5,092 shares during the quarter. JGP Wealth Management LLC’s holdings in PepsiCo were worth $3,898,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. Auto Owners Insurance Co boosted its position in PepsiCo by 14,857.8% during the fourth quarter. Auto Owners Insurance Co now owns 49,252,907 shares of the company’s stock worth $7,068,777,000 after purchasing an additional 48,923,629 shares during the period. Bank of America Corp DE bought a new position in shares of PepsiCo in the second quarter valued at approximately $2,755,509,000. Legal & General Group Plc bought a new position in shares of PepsiCo in the second quarter valued at approximately $1,200,274,000. Corient Private Wealth LP acquired a new stake in shares of PepsiCo in the second quarter worth $297,116,000. Finally, Canada Pension Plan Investment Board acquired a new stake in shares of PepsiCo in the second quarter worth $487,558,000. Institutional investors and hedge funds own 73.07% of the company’s stock.
Insider Transactions at PepsiCo
In other news, EVP David Flavell sold 2,900 shares of the business’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $139.54, for a total transaction of $404,666.00. Following the transaction, the executive vice president owned 74,825 shares in the company, valued at approximately $10,441,080.50. The trade was a 3.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.12% of the stock is owned by corporate insiders.
PepsiCo Stock Up 0.6%
Shares of PEP stock opened at $126.68 on Tuesday. PepsiCo, Inc. has a 12 month low of $123.47 and a 12 month high of $171.48. The company has a quick ratio of 0.76, a current ratio of 0.94 and a debt-to-equity ratio of 1.90. The firm has a market cap of $172.63 billion, a PE ratio of 15.91, a price-to-earnings-growth ratio of 2.92 and a beta of 0.35. The stock has a 50 day moving average of $135.22 and a 200-day moving average of $142.83.
PepsiCo (NASDAQ:PEP – Get Free Report) last announced its quarterly earnings data on Thursday, October 8th. The company reported $2.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.05. PepsiCo had a net margin of 11.09% and a return on equity of 53.08%. The business had revenue of $25.27 billion for the quarter, compared to the consensus estimate of $24.95 billion. During the same quarter last year, the company posted $2.29 earnings per share. PepsiCo’s quarterly revenue was up 5.6% on a year-over-year basis. PepsiCo has set its FY 2026 guidance at 8.344-8.425 EPS. On average, equities analysts predict that PepsiCo, Inc. will post 8.40 EPS for the current year.
PepsiCo Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th were given a $1.48 dividend. This represents a $5.92 annualized dividend and a yield of 4.7%. The ex-dividend date was Friday, September 4th. PepsiCo’s dividend payout ratio (DPR) is currently 74.37%.
Wall Street Analysts Forecast Growth
A number of research analysts recently issued reports on the stock. The Goldman Sachs Group reiterated a “buy” rating and issued a $165.00 target price on shares of PepsiCo in a research note on Thursday. Barclays dropped their target price on shares of PepsiCo from $133.00 to $126.00 and set an “equal weight” rating on the stock in a report on Monday. Wells Fargo & Company cut their target price on shares of PepsiCo from $140.00 to $135.00 and set an “equal weight” rating for the company in a research report on Monday, October 5th. Jefferies Financial Group restated a “hold” rating on shares of PepsiCo in a report on Thursday. Finally, Evercore lowered their price target on PepsiCo from $150.00 to $135.00 in a research report on Wednesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, PepsiCo currently has a consensus rating of “Hold” and an average target price of $145.50.
Get Our Latest Analysis on PEP
Key PepsiCo News
Here are the key news stories impacting PepsiCo this week:
Positive Sentiment: PepsiCo’s third-quarter revenue increased 5.6% year over year to approximately $25.3 billion, while adjusted EPS exceeded analyst expectations. The company also raised prices on some products, which could help offset inflation and cost pressures. PepsiCo Q3 revenue and outlook
Positive Sentiment: PepsiCo is expanding functional beverages, protein-rich snacks and zero-sugar products to capture demand for healthier and wellness-oriented offerings. Its Poppi acquisition is also being positioned as part of a soft-drink turnaround strategy. PepsiCo functional portfolio
Positive Sentiment: Some investors view PEP as inexpensive after its prolonged decline, citing a dividend yield near 4.7%, strong brands and potentially attractive long-term cash-flow value. PepsiCo also received an A+ profitability grade in one screening report. PepsiCo dividend valuation
Neutral Sentiment: PepsiCo raised roughly €999 million through euro-denominated senior notes. The financing improves liquidity but increases debt and interest obligations as the company faces pressure to improve margins. PepsiCo euro bond offering
Neutral Sentiment: CEO Ramon Laguarta said PepsiCo does not plan to separate its snacks and beverage businesses, maintaining the company’s integrated strategy despite activist investor pressure.
Negative Sentiment: Barclays lowered its PEP price target from $133 to $126 and assigned an “equal weight” rating, implying limited near-term upside. Goldman Sachs and other analysts also reduced their targets amid inflation, cost pressures and concerns about the earnings outlook. Goldman lowers PepsiCo target
Negative Sentiment: PepsiCo’s reduced forecast and ongoing pressure in North American beverages have weakened investor confidence. Cautious consumers, higher costs and the need to improve margins remain key risks.
Negative Sentiment: An Indian court refused relief in a labeling dispute involving Sting, preventing PepsiCo from labeling new bottles as an “energy drink,” creating a regulatory and branding headwind in that market. PepsiCo Sting labeling case
About PepsiCo
(Free Report)
PepsiCo, Inc (NASDAQ:PEP) is a global food and beverage company that develops, manufactures, markets and distributes a broad portfolio of snacks, drinks and convenient foods. Its beverage brands include Pepsi, Mountain Dew, Gatorade, 7UP in select markets, and bubly, while its food and snack brands include Lay’s, Doritos, Cheetos, Tostitos, Fritos, Quaker and Ruffles.
The company’s operations include beverage production and distribution, snack foods, convenient meals and nutrition-oriented products.
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PepsiCo (PEP +0.24%) has been a top dividend stock to own for decades. It's been growing its payout and offering investors some great value. But the business hasn't been in great shape of late, and recently it cut its guidance.
Its yield is fairly high at around 4.7%, as the stock has fallen by more than 15% in the past 12 months. With the company facing some greater adversity these days, can investors still depend on its dividend for the long haul, or is it in danger of being cut?
Image source: Getty Images.
The company is facing challengesPepsiCo's business has been growing this year, but it has been at a fairly modest rate. Revenue in its most recent quarter, which ended on Sept. 5, totaled $25.3 billion and was up nearly 6% year over year. But organically, its top line grew by just 3%. Its core earnings per share (EPS) also only rose by a modest 2%.
The company was previously expecting between 5% to 7% growth in core EPS for the full year, but has now reduced that to a range of 2.5% to 3.5%.
With the business making investments into its operations to improve performance and strengthen its future growth, that can adversely impact cash flow, which in turn, may put pressure on the company's dividend.
PepsiCo raised its dividend again this yearIn May, PepsiCo announced a 4% increase to its dividend, boosting it to $1.48 per share each quarter, or $5.92 over the course of a full year. Currently, its payout ratio is at around 70%, which is a healthy rate, suggesting that not only is the dividend safe, but there is room for more increases in the future, even if its growth rate is modest.
PepsiCo is a Dividend King, as it has raised its dividend for 54 consecutive years. While that kind of track record does suggest safety, past performance is not a predictor of the future, and things can change. The good news for investors is that even amid adversity, the dividend still looks safe right now.
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Is PepsiCo stock a bargain buy right now?As a result of the decline in its share price, investors can buy PepsiCo's stock at a discount right now. It's currently trading at a forward price-to-earnings multiple of just under 15, which is based on analyst expectations of how it will do in the year ahead. That's far below the S&P 500 average of 20.
For income investors, this can be a potentially underrated dividend stock to buy right now, with PepsiCo having a tremendous track record for dividend growth. Its business is facing challenges, but it is still growing. As a long-term investment, PepsiCo could make for a good buy today.
Kimberly-Clark v roce 2025 vyplatila na dividendách 1,66 mld. USD, což představovalo 101 % jejího volného peněžního toku, zatímco plánuje akvizici Kenvue za zhruba 48,7 mld. USD.
Kimberly-Clark has raised its dividend for over five decades, but a looming $48 billion acquisition and razor-thin cash flow coverage are putting that streak under pressure most income investors haven't noticed yet.
Kimberly-Clark (NASDAQ:KMB | KMB Price Prediction) paid its third straight $1.28 quarterly dividend on October 2, 2026. The company says the raise behind that check extended its run to 54 consecutive years of increases. The payout records support that claim as far back as they go. The quarterly rate has gone up every year since 1999, climbing from $0.26 to $1.28. Retirees who own the stock need to know whether there is still enough cash behind the check.
Free Cash Flow Barely Covers the Payout
At $97.91, the $5.12 forward dividend works out to a yield of roughly 5.2%. The coverage is lower than that yield suggests. In 2025, operating cash flow fell to $2.777 billion and capex rose to $1.138 billion, which left free cash flow at $1.639 billion. Dividends cost $1.660 billion, or about 101% of free cash flow.
The first half of 2026 was a little better. Free cash flow came to $877 million, and dividends used up about 96% of it. Against adjusted 2025 EPS of $7.53, the payout ratio is about 68%. Against trailing GAAP EPS of $5.07, it rises to about 101%.
Pending Acquisition Arrives With Little Balance Sheet Cushion
Kimberly-Clark carries total liabilities of $16.680 billion against shareholders’ equity of only $1.874 billion. The company has been protecting the dividend by cutting buybacks. Repurchases dropped to $141 million in 2025 from $1 billion in 2024. On top of that is the roughly $48.7 billion purchase of Kenvue (NYSE:KVUE). Chief Executive Mike Hsu sounds confident:
“Our pending acquisition of Kenvue remains on track to close by the end of this year. In sum, our vision for a new kind of health and wellness company, reimagined care for billions of people around the world, and lasting value for shareholders is becoming clearer by the day.”
On the August call, management added: “The closer we look at this thing, the better it gets.”
Pricing Power Is Being Tested
Second-quarter adjusted EPS of $2.12 came in above the $2.006 consensus. Revenue of $4.189 billion missed expectations, though. Part of the margin story was temporary: a $45 million tariff refund helped lift gross margin to 38.8%. Category growth in North America slowed from 3.7% to 1.9%. Management also expects about $150 million in second-half input-cost pressures and only low single digit price increases.
“Our team is executing with agility and addressing discrete headwinds that will moderate our growth and earnings potential in 2026.”
Guidance now calls for adjusted EPS attributable to Kimberly-Clark to show a low-single-digit decline in constant currency.
How the Peers Compare
Company
Dividend Yield
Trailing P/E
Beta
Kimberly-Clark
5.21%
19x
0.275
Procter & Gamble (NYSE:PG)
2.82%
23x
0.377
Colgate-Palmolive (NYSE:CL)
2.37%
35x
0.322
Procter & Gamble pays out about 64% of trailing earnings. Colgate-Palmolive pays out about 82%. Kimberly-Clark’s higher yield likely reflects, in part, its thinner coverage.
Verdict: The Dividend Holds, With Less Room for Error
The dividend looks secure so far. The company sells essential products, has delivered 10 consecutive quarters of volume-plus-mix growth, and has five decades of raises at stake. Management has strong incentive to protect the streak, and increases may stay small while Kenvue is being integrated. Free cash flow covering the payout only about one to one means Kimberly-Clark has thinner coverage than its peers. Procter & Gamble has the widest margin of the three. Income investors who own Kimberly-Clark are collecting a reliable 5% yield that comes with more risk than the stock’s reputation suggests (we ranked ten of the longest-running Dividend Kings by valuation in a free report you can grab here).
Contact [email protected] for any questions or corrections.
Očekává se, že M&T Bank ve třetím čtvrtletí vykáže zisk na akcii ve výši 4,98 USD, což představuje meziroční nárůst o 2,3 %, podpořený 2,5% růstem čistého úrokového výnosu na 1,81 mld. USD.
Key Takeaways M&T Bank's Q3 earnings are expected to rise 2.3% y/y to $4.98 per share.MTB's net interest income is projected to grow 2.5% to $1.81 billion, supported by lending activity.Higher expenses, declining mortgage revenues, and increased loan-loss reserves may weigh on results. M&T Bank Corporation (MTB - Free Report) is slated to report third-quarter 2026 results on Oct. 16, before the opening bell. The company is expected to have registered year-over-year increases in quarterly revenues and earnings.
In the last reported quarter, the company’s results were supported by higher net interest income (NII) and non-interest income, along with loan growth. However, higher expenses acted as a headwind.
The company has an impressive earnings surprise history. Its earnings surpassed estimates in the trailing four quarters, with an average surprise of 8.95%.
Factors to Influence M&T Bank’s Q3 ResultsLoans & NII: Following solid lending activity in the first half of 2026, loan growth momentum likely moderated in the to-be-reported quarter. Per the Fed’s latest data, commercial and industrial loan demand remained healthy in the third quarter, while consumer and real estate lending stayed steady. This is likely to have supported M&T Bank’s lending activity and growth in average interest-earning assets in the to-be-reported period.
The Zacks Consensus Estimate for average interest-earning assets is pegged at $197.2 billion, indicating a year-over-year rise of 3.3%.
In September 2026, the Federal Reserve raised interest rates by 25 basis points to 3.75-4.00%, citing persistently elevated inflation. As interest rates remained unchanged for most of the quarter, the recent hike is less likely to have a significant impact on MTB’s NII and margin in the third quarter of 2026.
The Zacks Consensus Estimate for NII is pegged at $1.81 billion, indicating an increase of 2.5% from the year-ago reported number.
Fee Income: MTB’s average total deposits are expected to have declined in the third quarter of 2026. This is expected to have adversely impacted revenues from service charges on deposit accounts.
The Zacks Consensus Estimate for the metric is pegged at $108.8 million, indicating a 22.8% decline from the year-ago quarter’s reported figure.
The third quarter was challenging for the mortgage banking business as mortgage rates hovered around 7% and affordability was low. Both origination volume and refinance activity faced persistent headwinds from inventory constraints and a higher-for-longer rate regime. As a result, M&T Bank's mortgage banking revenues are likely to have witnessed a decline in the quarter to be reported.
The Zacks Consensus Estimate for mortgage banking revenues is pegged at $145 million, indicating a 1.4% decline from the year-ago quarter’s reported level.
The consensus estimate for brokerage services income of $42 million implies a 3% increase from that reported in the third quarter of 2026.
The Zacks Consensus Estimate for trust income of $190.3 million suggests a 23.5% rise from the year-ago quarter’s actual.
The Zacks Consensus Estimate for total non-interest income is pegged at $714.5 million, indicating a decline of 4.9% from the year-ago quarter's reported figure.
Expenses: Despite ongoing cost-control initiatives, the company’s expenses are expected to have been elevated in the third quarter of 2026, reflecting continued investments in strengthening its franchise.
Asset quality: After setting aside a decent amount for potential loan losses in the first half of 2026, M&T Bank is likely to have increased reserve building in the to-be-reported quarter, as the recent Fed rate hike and expectations of another hike later this year could weigh on borrowers’ repayment capacity.
What Our Quantitative Model Predicts for MTBOur proven model predicts an earnings beat for M&T Bank this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is exactly the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: The Earnings ESP for M&T Bank is +0.73%.
Zacks Rank: M&T Bank currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for MTB’s third-quarter earnings has been revised downward to $4.98 per share over the past seven days. The figure indicates an increase of 2.3% from the year-ago quarter’s actual.
The consensus estimate for revenues is pegged at $2.54 billion, implying a rise of 1% from the year-ago reported level.
Other Stocks That Warrant a LookHere are a couple of other bank stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat this time:
The PNC Financial Services Group (PNC - Free Report) is scheduled to announce third-quarter 2026 results on Oct. 15. The company has a Zacks Rank #3 and an Earnings ESP of +0.80% at present.
Quarterly earnings estimates for PNC Financial have been revised lower to $4.97 over the past week.
The Earnings ESP for Prosperity Bancshares (PB - Free Report) is +0.22% and it carries a Zacks Rank #3 at present. The company is slated to report third-quarter 2026 results on Oct. 28.
Over the past seven days, the Zacks Consensus Estimate for PB’s quarterly earnings has been revised lower to $1.63 per share.
SSR Mining (SSRM -6.31%) stock tumbled 7.8% through 12:55 p.m. ET Tuesday after announcing its next big purchase of a rival gold-mining concern:
It's buying Canadian gold miner Roxmore Resources for $464 million, paid all in cash.
Image source: Getty Images.
There's gold in them thar hills!SSR Mining explains its reasons for the acquisition thusly:
Roxmore owns a "multi-million ounce" Converse Project just three-and-a-half miles from SSR's own Marigold Complex in Nevada. Buying Roxmore will enable SSR to operate the two mines as one single, "contiguous asset," reducing the combined costs of operation by as much as $200 million annually, and adding 150,000 to 170,000 ounces to SSR's annual gold production.
By 2033, the company thinks this acquisition could help it produce 400,000 total ounces annually -- and up to 450,000 in peak years.
Needless to say, SSR expects this to be "highly accretive" to its profits.
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What's next for SSR Mining stockBefore that can happen, though, SSR must complete its acquisition. Management says it's offering C$6.75 per Roxmore common share (about $4.75, U.S.). It then plans to spin off most Roxmore assets other than Converse, retaining only a 15% interest in the company's Rattlesnake Hills Project, Shabu River Project, and Newton Property.
Further down the line -- but not before the early 2030s -- SSR notes it will need to invest about $800 million to $900 million to bring Converse production online. But until then, capital expenditures on Converse should be minimal.
Long story short, this is a rather complex transaction (which may confuse some investors). It adds to SSR's assets, drains its cash reserves a bit, but won't immediately affect revenue, earnings, or free cash flow. I think it's probably a plus for SSR stock -- but that may not become evident for some time.
Intuitive Surgical předložila FDA žádost o povolení 510(k) pro flexibilní robotický endoskop určený pro gastrointestinální trakt. Platforma je v rané fázi a v dohledné době by neměla generovat tržby.
Key Takeaways Intuitive Surgical submitted a next-generation flexible robotic endoscope to the FDA for 510(k) clearance.The GI platform draws on da Vinci and Ion expertise, but remains noncommercial and at an early stage.Regulatory progress, clinical evidence and physician adoption will determine the platform's growth potential. Intuitive Surgical (ISRG - Free Report) is exploring a new growth avenue in gastrointestinal (GI) care, extending its robotic-assisted technology beyond core soft-tissue surgery and lung diagnostics. On its second-quarter 2026 earnings call, management disclosed that the company had submitted a next-generation flexible robotic endoscope system to the FDA for 510(k) clearance. Designed for placement in the GI tract, the initiative remains in the early stages of development and is not expected to generate revenues in the near term.
The proposed platform reflects Intuitive Surgical’s strategy of applying its robotics expertise to additional disease areas. CEO David Rosa said the company is combining learnings from its da Vinci surgical systems and Ion lung biopsy platform to inform its GI development efforts.
Ion’s commercialization experience is particularly relevant because it demonstrates Intuitive Surgical’s ability to expand beyond traditional soft-tissue surgery into another clinical application. Management has also engaged with GI physicians and care teams to identify areas where robotics could improve therapeutic outcomes and care-team experiences.
The potential market opportunity could be meaningful if the platform progresses successfully through regulatory review and clinical development. Management emphasized that the initiative remains early, with clinical evidence generation and regulatory review still ahead.
For investors, the GI platform represents long-term growth prospects rather than a near-term earnings catalyst. Successful development could allow Intuitive Surgical to extend its established technology, clinical expertise and commercial infrastructure into a new treatment area. The company continues to invest in robotics, instrumentation, imaging and other technologies to reach more patients across additional disease states.
Ultimately, the GI opportunity will depend on regulatory progress, clinical value and physician adoption. While the financial potential remains unquantified, the initiative illustrates how Intuitive Surgical is seeking to broaden its addressable market beyond its existing surgical and lung-diagnostic platforms.
Peer UpdatesStereotaxis (STXS - Free Report) is expanding its market opportunity through innovations spanning robotic navigation, proprietary catheters and digital operating-room solutions. The U.S. launch of MAGiC, following its FDA approval in January, is strengthening Stereotaxis’ electrophysiology offering. Robotic catheter revenues increased nearly 300% sequentially as early adoption progressed.
FDA-cleared Synchrony introduces workflow enhancements, remote connectivity and AI capabilities, with potential applications in non-robotic operating rooms. Meanwhile, GenesisX aims to reduce installation barriers by supporting compatibility with standard X-ray systems. Over the longer term, innovations targeting interventional cardiology, neurointervention and automated stroke treatment could expand Stereotaxis’ addressable market beyond its existing electrophysiology business.
Globus Medical (GMED - Free Report) is using product innovation to strengthen its competitive position across spine, trauma and enabling technologies. The company launched three products during the second quarter, including RELINE ONE, designed to simplify screw placement, and two trauma solutions addressing fixation and surgical workflow. Its FDA-cleared SCRIPT patient-specific spacers and rods could further differentiate Globus Medical by integrating customized implants with Excelsius navigation and planning technology.
Management also highlighted more than 60 development projects and investments in data analytics and AI to improve patient selection and surgical execution. Combined with an expanded sales force, these innovations could deepen market penetration and create opportunities for Globus Medical across additional unmet clinical needs.
ISRG’s Price Performance, Valuation and EstimatesShares of ISRG have lost 24.5% so far this year compared with a 5.7% decline of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 36.53, above the industry average. But it is significantly lower than its five-year median of 67.32. ISRG carries a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Intuitive Surgical’s 2026 earnings implies a 20.3% rise from the year-ago period’s level.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways AMC shares rose 20% in a month as stronger attendance and operating improvement supported momentum.AMC plans 150-250 premium and extra-large auditoriums, largely using third-party capital.AMC expects refinancing and lower rates to reduce annual interest expense and ease its cash-flow breakeven.
Shares of AMC Entertainment Holdings, Inc. (AMC - Free Report) have rallied 20% in the past month compared with the Zacks Leisure and Recreation Services industry’s 1% growth. The stock outperformed other industry players, including Cinemark Holdings, Inc. (CNK - Free Report) and The Marcus Corporation (MCS - Free Report) .
AMC is benefiting from stronger moviegoing demand, higher spending per patron and effective cost controls. Its improving operating performance and anticipated interest savings have likely supported investor sentiment.
AMC One-Month Price Performance
Image Source: Zacks Investment Research
With AMC expecting 2026 to mark the strongest post-pandemic year for domestic and global box office, its growth initiatives warrant closer attention. Do these opportunities provide a compelling case for buying after the rally? Let’s analyze.
Theatrical Outlook and Cost Management Support AMC’s StrategyAMC gained market share in the second quarter of 2026. U.S. admissions revenues increased 11.4% year over year, exceeding domestic industry box-office growth of 10.7%. European attendance rose 17.9%, approximately 170 basis points ahead of the relevant industry’s attendance growth. Worldwide attendance increased 13.5% to more than 71 million guests, and revenues grew 14.2% to approximately $1.6 billion.
The company’s operating priorities include increasing market share, growing profit per guest and controlling costs, with a focus on increasing revenues faster than expenses. Portfolio optimization complements these efforts through selective theater openings, closures of underperforming locations and more attractive lease terms at renewal.
Premium Screens and Theater Upgrades Remain Investment PrioritiesAMC’s premium offerings include IMAX, Dolby Cinema, Prime, iSense and XL auditoriums. These formats command higher ticket prices and typically attract reservations first. U.S. IMAX and Dolby Cinema auditoriums generally carry ticket-price premiums of approximately $6-$7 over traditional auditoriums, while XL screens command premiums of roughly 10%.
AMC identified an opportunity to add approximately 150-250 premium and extra-large auditoriums over the next two to four years, largely using third-party capital. Landlords and technology partners provide co-funding for theater investments.
Seating upgrades complement this expansion. AMC’s Club Rocker seats offer greater comfort than the seats they replace, cost less to install than full recliners and preserve more seating capacity. In Europe, ODEON Luxe conversions and seating improvements provide additional investment opportunities. Capital allocation across both regions prioritizes projects with attractive expected returns.
Loyalty and Subscription Programs Encourage MoviegoingAMC’s loyalty and subscription programs provide an established base for targeted marketing and customer engagement. More than 40 million U.S. households have participated in AMC Stubs, whose members represented slightly more than half of domestic attendance in the second quarter.
A-List membership exceeded 1.1 million at quarter-end, with subscribers accounting for approximately 20% of U.S. patronage. Customer viewing histories help AMC tailor promotions, while subscription benefits encourage visits to films beyond major blockbusters and create additional food and beverage sales opportunities.
Movie-Themed Merchandise Broadens Revenue OpportunitiesAMC expects global movie-themed merchandise revenues to exceed $100 million in 2026 across its U.S. and European theaters. Collectible popcorn containers and other film-related products have expanded its offerings beyond traditional concessions.
The company identified movie-themed popcorn containers as a contributor to higher food and beverage revenue per guest. Alongside premium-format attendance, these offerings allow AMC to increase guest spending without necessarily raising prices.
Lower Interest Expenses Support AMC’s Financial FlexibilityAMC refinanced $400 million of debt due in 2027, extending its maturity by four years, and eliminated approximately $155.8 million of exchangeable debt through conversion into equity. Following the announced refinancing and repayment actions, the company did not anticipate material debt principal payments before 2029 and expected annual cash interest savings of approximately $16 million.
Separately, the improvement in leverage was expected to trigger lower interest rates on approximately 75% of AMC’s debt, reducing annual interest expense by approximately $51 million. These anticipated savings would lower the company’s free cash flow breakeven threshold.
AMC’s Valuation and Competitive LandscapeFrom a valuation standpoint, AMC trades at a forward 12-month price-to-sales ratio of 0.47, substantially below the industry average of 2.62. The stock also trades at a discount to Cinemark, which carries a forward sales multiple of approximately 1.17, while MCS trades at approximately 1.02.
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Theater operators are expanding premium experiences and merchandise offerings to capture more guest spending. Cinemark is pursuing premium-format expansion, strategic pricing and merchandise growth, supported by refined product assortments, allocation and inventory management. Marcus pairs its proprietary UltraScreen and SuperScreen formats with value pricing and subscription programs. Its hospitality business adds exposure to group and leisure demand, while lower capital expenditures following hotel reinvestment are expected to support stronger free cash flow in 2026.
AMC’s lower forward sales multiple provides a relative valuation distinction, while continued operating improvement and sustained cash generation remain central to evaluating the investment opportunity.
Should You Invest in AMC Stock Now?AMC’s improving operating performance, premium-screen expansion and anticipated interest savings underpin a constructive investment outlook. Its discounted forward sales valuation provides additional appeal following the recent rally, while loyalty engagement supports repeat visits and merchandise growth creates additional spending opportunities. These factors, together with its Zacks Rank #2 (Buy), support a favorable view of AMC stock at current levels.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Eli Lilly trades at a premium multiple, yet its revenue growth dwarfs every major pharma peer by a wide margin. Whether that gap justifies buying shares near all-time highs depends on one critical assumption about Lilly's pipeline.
Our 24/7 Wall St. price target for Eli Lilly (NYSE:LLY | LLY Price Prediction) is $1,378.50. That points to 17.83% upside from the current $1,169.93. Our model rates the stock a buy, with high confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $1,169.93 Price Target from 24/7 Wall St. $1,378.50 Upside/Downside 17.83% Recommendation BUY Confidence Level 90% Lilly trades at 24x forward earnings while revenue grew 47.7% year over year last quarter. For a stock with a trillion-dollar market cap, that multiple looks modest against the growth. Management has raised 2026 revenue guidance twice, to $85B-$87B, and plans to submit retatrutide in Q1 2027.
Lilly Climbs Back Toward Its Highs After Another Guidance Raise Shares are up 1.81% over the past week, 4.16% over the past month, 9.46% year to date and 39.3% over the past year. The stock sits about 9.5% below its 52-week high of $1,292.65 and 50.2% off its low of $778.94.
Q2 revenue reached $22.97B, ahead of the $20.69B estimate. EPS of $8.38 beat the $6.58 consensus. Mounjaro brought in $9.94B (+91%) and Zepbound $4.93B (+46%).
Since the report, the FDA has approved the once-weekly insulin Onswik and expanded Jaypirca’s label into previously untreated CLL. Lilly has also broken ground on a Houston plant, one of ten U.S. manufacturing sites announced since 2020.
Why Bulls See $1,437 and Beyond Lilly’s pipeline goes well past Mounjaro and Zepbound. In Q2, Foundayo prescribers grew from about 8,000 to 36,000. Medicare’s GLP-1 Bridge Program now covers 20 million eligible Americans at $50 per month.
Analysts expect 2027 EPS of $47.5925, and the high estimate reaches $54.94. The consensus target is $1,330.25, supported by 6 Strong Buy ratings plus 19 Buy ratings. In our bull scenario, the stock reaches $1,437.
Pricing Pressure Is the Risk Worth Watching Lilly’s U.S. price fell 9% in Q2 when rebate estimate adjustments are excluded. Management says rising volume will more than offset lower prices, calling the decline “very much embedded in our guide.” Acquired IPR&D charges of $3.03 per share also cut into Q2 EPS.
Those charges came from one-time deals that added to the pipeline. Retatrutide’s filing pathway still faces litigation over how the drug is classified. Analysts include 1 Sell and 1 Strong Sell rating. The bear case is $1,175.26.
How Lilly Compares to Novo Nordisk and AbbVie Novo Nordisk (NYSE:NVO) is Lilly’s direct GLP-1 rival. The stock trades at 12x forward earnings, but its revenue grew just 2.1% last quarter, and earnings declined 20.6%.
AbbVie (NYSE:ABBV) is a large pharma name with a strong immunology franchise. The shares trade at 16x forward earnings on 10.2% revenue growth.
Company Forward P/E Quarterly Revenue Growth YoY Eli Lilly 24x 47.7% Novo Nordisk 12x 2.1% AbbVie 16x 10.2% Lilly’s premium multiple comes with several times the revenue growth of either peer. Against that background, the 24/7 Wall St. price target looks reasonable.
Growth Outruns the Multiple, So Lilly Rates a Buy Our 24/7 Wall St. price target of $1,378.50 carries a buy rating with 90% confidence. What tips the scale for me is earnings momentum.
The case gets stronger if Foundayo keeps gaining share and retatrutide is filed on schedule. It weakens if price cuts start to outpace volume growth. On the current data, I think Lilly’s valuation understates its growth.
Here is where our model projects Lilly could trade at each year-end if current growth trends and market conditions hold.
Year Price Target from 24/7 Wall St. 2026 $1,221.61 2027 $1,417.01 2028 $1,596.31 2029 $1,747.66 2030 $1,853.50 The projections rest on Lilly continuing to execute its current strategy. Retatrutide’s approval, or deeper GLP-1 price cuts, could move the stock well above or below these figures.
Contact [email protected] for any questions or corrections.
Americké portfolio Beyond Beer společnosti AB InBev zvýšilo ve 2. čtvrtletí 2026 tržby o zhruba 75 %, taženo poptávkou po hotových alkoholických nápojích.
Key Takeaways BUD's U.S. Beyond Beer portfolio posted mid-70% revenue growth in Q2 2026, driven by strong RTD demand.Cutwater delivered revenue growth, becoming the No. 1 market share gainer in the U.S. spirits industry.BUD is leveraging NUTRL, BeatBox and distribution strength to expand its RTD reach amid rising competition. Anheuser-Busch InBev SA/NV (BUD - Free Report) , popularly known as AB InBev, is gaining momentum in the U.S. Beyond Beer category, supported by strong consumer demand, portfolio innovation and continued investments in high-growth beverage segments. In second-quarter 2026, the company's U.S. Beyond Beer portfolio delivered revenue growth in the mid-70% range, reflecting its expanding presence beyond traditional beer. The performance highlights BUD's efforts to diversify its product offerings and capture evolving consumer preferences, particularly in the rapidly growing ready-to-drink (RTD) spirits category.
A major contributor to this momentum has been Cutwater, which recorded triple-digit revenue growth during the quarter. The brand emerged as the No. 1 market share gainer across the U.S. spirits industry, reflecting strong consumer acceptance and effective market execution. AB InBev continues to expand Cutwater's product variety to address different consumption occasions and strengthen its competitive position. Alongside Cutwater, the company is leveraging its NUTRL portfolio and the recently acquired BeatBox business to broaden its exposure to the RTD category and reach a wider consumer base.
BUD's established brand-building capabilities, extensive distribution network and investments in production capacity are supporting its Beyond Beer expansion. Management emphasized that the company faces no significant supply constraints in the RTD segment, providing room to expand distribution and improve sales productivity. AB InBev also sees meaningful opportunities to increase its presence across markets as demand develops. Beyond the United States, the company expanded the availability of Flying Fish into eight markets during the first half of 2026, underscoring its strategy to scale Beyond Beer brands internationally and diversify its revenue streams.
Looking ahead, BUD's Beyond Beer business appears well-positioned to benefit from changing drinking preferences and growing consumer interest in convenient, differentiated alcoholic beverages. Its ability to combine product innovation, brand investments and distribution strength could support further market share gains and incremental revenue growth. However, intensifying competition from established spirits producers and emerging RTD brands remains an important factor to monitor. Sustaining the current momentum will depend on continued innovation, effective execution and the company's ability to translate rising consumer demand into profitable long-term growth.
BUD’s Price Performance, Valuation & EstimatesAB InBev’s shares have gained 30% in the past year compared with the industry’s 15.3% growth.
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From a valuation standpoint, BUD trades at a forward price-to-earnings ratio of 16.37X compared with the industry’s average of 14.53X.
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The Zacks Consensus Estimate for BUD’s 2026 and 2027 earnings per share (EPS) indicates year-over-year growth of 17.4% and 11.8%, respectively. The company’s EPS estimates for 2026 and 2027 have remained stable in the past seven days.
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AB InBev stock currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderDiageo Plc (DEO - Free Report) is a global beverage alcohol company that produces, distills, brews, bottles, packages and distributes spirits, wine and beer. DEO currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DEO’s fiscal 2027 sales implies a decline of 3.1%, while the same for earnings suggests 2.1% growth from the previous year’s reported numbers.
The Coca-Cola Company (KO - Free Report) is the world's largest non-alcoholic beverage company, marketing a broad portfolio of sparkling soft drinks, water, juice, coffee, tea and sports beverages. It currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for Coca-Cola’s 2026 sales and earnings indicates growth of 4% and 10%, respectively, from the prior-year reported levels. KO delivered a trailing four-quarter earnings surprise of 4.6%, on average.
Ambev S.A. (ABEV - Free Report) engages in the production, distribution and sale of beer, draft beer, soft drinks, malt and food, and other beverages. ABEV currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for ABEV’s current fiscal-year sales and earnings indicates growth of 14.6% and 16.7%, respectively.
Společnost Decagon, která byla naposledy oceněna na 4,5 miliardy USD, v rané fázi jednala se společností ServiceNow a dalšími firmami o možném převzetí.
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Lisbon , Portugal - 12 November 2025; Jesse Zhang, Co-founder & CEO, Decagon AI on Centre Stage during day two of Web Summit 2025 at the MEO Arena in Lisbon, Portugal. (Photo By Shauna Clinton/Sportsfile for Web Summit via Getty Images) Shauna Clinton/Sportsfile for Web Summit via Getty Images Buzzy AI agent startup Decagon could be the latest company swept up in a growing wave of AI dealmaking.
The company, which was last valued at $4.5 billion earlier this year, has hired a bank to evaluate acquisition interest, according to people familiar with the matter.
Decagon has held early discussions with cloud software giant ServiceNow and additional companies, the people said. If a deal does not materialize, Decagon could instead raise a new funding round.
The interest in Decagon represents a new shift in the AI boom: after years of huge venture rounds and soaring valuations, tech companies are increasingly looking to buy their way into promising AI markets. Hugging Face was recently acquired by Nvidia for 12.9 billion, and OpenRouter was snapped up by Stripe for around $8 billion.
Growing AI-related businesses are often getting offers at a significant premium to their last valuation, so if Decagon were to accept an offer, it could be considerably higher than its previous $4.5 billion value.
Founded in July 2023 by Jesse Zhang and Ashwin Sreenivas, Decagon uses generative AI to automate customer support for enterprise customers, including Delta, Snapchat, and Ticketmaster. The company has raised over $400 million from a roster of well-known Silicon Valley investors, including Andreessen Horowitz, Index Ventures, Bain Capital Ventures, and Accel. It competes with industry veteran Bret Taylor's Sierra, which was valued at $15.8 billion earlier this year.
A deal would also come as ServiceNow looks to reassure investors that it can adapt to AI’s threat to traditional software businesses. Its shares tumbled earlier this year during the so-called SaaS-pocalypse, when investors feared AI could erode software companies’ profit margins.
It was also punished for making a $7 billion acquisition of the security business Armis, a deal announced late last year. The stock has since rebounded as ServiceNow continues to invest heavily in AI and reshape parts of its business.
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Katie is Editor at Large for Business Insider and also a Global Reporter for the Axel Springer Global Reporters Network, working with sister publications including Politico and The Telegraph. She has been a frequent television commentator and on-stage moderator. She is an LA Press Club award winner for her reporting on SpaceX and has broken more than 1,000 stories, which also earned her the TBPN accolade "scoop athlete of the century."
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BNP Paribas zvýšila cílovou cenu akcií ServiceNow o 14 % na 160 USD a ponechala doporučení „Outperform“. Očekává zrychlení růstu tržeb díky AI, bezpečnosti a produktům založeným na jednotlivých případech použití.
ServiceNow Inc. (NYSE:NOW) could see revenue growth accelerate into fiscal 2027 as its core business stabilizes and AI, security and usage-based products become larger contributors.
BNP Paribas analyst Stefan Slowinski raised his price forecast on ServiceNow by 14% to $160 from a prior level implied by the increase, representing 14% upside from the Oct. 8 price of $139.80. He maintains an Outperform rating.
ServiceNow Subscription Growth Could AccelerateSlowinski said ServiceNow’s current remaining contract value and subscription revenue growth have stabilized, with potential for faster growth ahead.
The company’s raised fiscal 2026 guidance implies organic subscription growth of about 19% through year-end. BNP Paribas also estimates underlying current remaining performance obligation growth at roughly 19%.
Slowinski expects softer U.S. federal comparisons in the third and fourth quarters, improving federal demand and rising AI revenue to support growth.
He estimates AI revenue could represent about 9% of group annual recurring revenue by year-end.
For fiscal 2027, BNP Paribas models subscription revenue growth 120 basis points above consensus and expects about 90 basis points of acceleration through the year.
Security Emerges As A Bigger Growth DriverSlowinski also sees cybersecurity becoming a more important part of ServiceNow’s business.
He estimates the company’s Security and Risk operations could generate about $1.5 billion in annual contract value, equal to roughly 10% of group ACV, while growing 30%-40%.
He expects the broader security business to become an organic growth driver by mid-fiscal 2027, with Armis contributing organically starting in the second quarter of 2027.
CEO Bill McDermott has said Risk and Security could become ServiceNow’s largest business by the early 2030s, surpassing Technology Workflows.
Slowinski estimates the security business could account for about 10% of revenue in 2027.
Valuation Supports Higher ForecastBNP Paribas values ServiceNow using a 75/25 weighting between fiscal 2028 enterprise value-to-sales of 8 times and enterprise value-to-EBITA of 21 times, discounted back to the present.
Slowinski said the ex-security business trades at about 5.8 times enterprise value-to-sales.
He now views ServiceNow as one of BNP Paribas’ top sector picks, citing improving growth prospects, AI monetization, security expansion and continued margin improvement.
ServiceNow Price ActionNOW Price Action: ServiceNow shares were up 1.72% at $142.74 at the time of publication on Tuesday, according to Benzinga Pro data.
Shares of AGNC Investment (AGNC -1.44%) have tumbled amid a surge in the 10-year Treasury yield, which recently hit a 24-year high. The mortgage REIT is currently down nearly 30% from its 52-week high. That has driven up its dividend yield from about 12% to around 16.5% recently.
Here's a look at how much dividend income you'd collect each month if you invested $10,000 at its current yield.
Image source: The Motley Fool.
A lucrative monthly income stream (but there's a catch)AGNC Investment recently traded at around $8.75 per share. A $10,000 investment would buy you almost 1,143 shares at that price. The mortgage REIT currently pays a monthly dividend of $0.12 per share. At that rate, you'd collect $137.16 of dividend income each month, or $1,645.92 each year.
That's a lot more income than if you bought shares at its 52-week high of $12.19. At that price, a $10,000 investment would have only purchased 820 shares. That investment would generate about $98.40 of dividend income each month or $1,180.80 each year, 28% less than you'd collect from the same investment today.
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These examples showcase one of the risks of investing in AGNC. Its stock typically declines when rates rise, as investors demand higher compensation for its higher risk profile relative to lower-risk investments like the 10-year Treasury. That volatility isn't the only risk. Unlike a 10-year Treasury that pays a fixed rate each year, AGNC's dividend payment isn't fixed. The REIT has cut its dividend several times, most recently in 2020 (from $0.16 per share each month to the current $0.12 monthly rate). Despite the volatility and dividend cuts, AGNC's dividend income has more than offset the decline in its stock price over the years.
AGNC Investment currently offers a much higher dividend yield than it has over the past year. However, that's not a guaranteed income stream. Its stock can also be volatile, as we've seen in the past year. As a result, investors need to have a very high risk tolerance before buying AGNC for income.
Matt DiLallo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Jupiter zahájil uplatňování nároku na odměny ASR za 3. čtvrtletí v celkovém objemu 50 milionů JUP. Odměny jsou vypláceny přímo ve stakované podobě JUP.
Jupiter has opened claims for its third-quarter Active Staking Rewards, and the pot is not small: 50 million JUP tokens are up for grabs.
The Solana-based DeFi aggregator began the claim process on or around October 13, 2026. The round covers the July through September 2026 staking period.
How the Q3 rewards work
Jupiter’s Active Staking Rewards program, known as ASR, runs on a quarterly cycle. Each round hands out tokens to people who stake JUP and stay engaged, rather than those who simply hold it in a wallet.
Rewards are calculated using a time-weighted average stake. Someone who staked a large amount on the final day doesn’t get credit for the full three months.
The payout lands in staked JUP, not liquid tokens. When users claim, the rewards go straight into their existing staked balance.
To qualify in recent quarters, stakers needed to hold an average of at least 50 JUP over the staking period.
Claims run through the Jupiter Rewards Hub at jup.ag/rewards. The claim window typically lasts about three months, followed by a cutoff for any pending support tickets.
Rewards left unclaimed after the window closes are not automatically distributed.
The staking numbers behind the round
As of mid-October 2026, total staked JUP exceeded 1.1 billion tokens, representing approximately 33% of JUP’s circulating supply. The stake is spread across more than 357,000 wallets.
The program produces an estimated annual percentage yield of around 18%.
Unstaking JUP requires a cooldown period, so tokens can’t be pulled out the instant market conditions change.
Background: why Jupiter pays stakers
The ASR mechanism redistributes rewards from community allocations. Staked JUP also carries voting power in the Jupiter DAO.
The Q3 round follows earlier ASR distributions in the first and second quarters of 2026.
What this means for JUP holders and the DAO
A 50 million JUP distribution arrives as staked JUP, so it doesn’t immediately hit the open market. Holders weighing the roughly 18% estimated yield should keep in mind that it’s paid in the same asset they already hold.
Since rewards auto-compound into staked balances, consistent stakers gain voting weight quarter after quarter. Stakers who miss the claim window slowly lose relative influence.
The three-month claim window and the lack of automatic distribution mean that inattentive stakers can leave tokens on the table.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
