Track market-moving stories before they get noisy

 | Source: Vaxart, Inc.

Second-generation oral mucosal vaccine candidate (VXA-H5-02) induced robust cross-neutralizing antibodies, significantly reduced viral load, and completely protected against lethal clade 2.3.4.4b viral challenge

SOUTH SAN FRANCISCO, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Vaxart, Inc. (OTCQX: VXRT), a clinical-stage biotechnology company developing oral recombinant vaccines administered via tablet, today announced the publication of positive preclinical study results evaluating its adenovirus-based oral mucosal vaccine platform against Highly Pathogenic Avian Influenza (HPAI) H5N1, a pathogenic virus that poses a significant threat to public health. The complete, peer-reviewed study results, which were published in Frontiers in Immunology, demonstrate that Vaxart’s second-generation vaccine candidate, VXA-H5-02, elicits both mucosal and systemic neutralizing antibody responses, offering comprehensive protection against lethal challenge with H5N1 clade 2.3.4.4b. The company previously reported topline study results in 2025.

"The potential spread of H5N1 avian influenza across livestock and mammals underlines the critical need for scalable, rapidly deployable vaccines," said Dr. Sean Tucker, CSO of Vaxart. "These data further support our oral mucosal vaccination technology and highlight the improved immune-stimulating activity of our second-generation H5 construct. The 100% survival rate following challenge with a lethal dose of virus underscores the robust immune protection our oral influenza vaccine candidates may be able to provide. This protection, combined with ease of self-administration and the elimination of complex cold-chain requirements required for injected vaccines, supports the potential of our platform in enabling a novel approach to influenza prevention and pandemic preparedness.”

Key Study Highlights

100% Survival Rate: All ferrets immunized with VXA-H5-02 survived a lethal challenge with H5N1 clade 2.3.4.4b, whereas 100% of unvaccinated control animals rapidly succumbed to infection by Day 6 post-challenge (p< 0.001).Significant Viral Load & Shedding Reduction: VXA-H5-02 vaccination produced a ~2.3-log reduction in infectious viral shedding by Day 3 post-challenge compared to controls. By Day 6–7, viable virus was below the limit of detection in nasal wash samples, and 7 out of 8 animals completely cleared viral RNA by Day 8/9.Mucosal & Cross-Neutralizing Immunity: Immunization with VXA-H5-02 elicited strong serum neutralizing titers and mucosal IgA/IgG responses in nasal wash fluid. Higher pre-challenge nasal IgA levels showed the strongest negative correlation with post-challenge viral shedding (r = -0.6059).Cross-Clade Protection: Serum from VXA-H5-02 immunized animals demonstrated cross-neutralizing activity against divergent H5 strains, including the recently emerged H5N1 clade 2.3.2.1e. Additionally, the clade-mismatched first-generation vaccine (ND1.1, encoding clade 2.1.3.2) conferred 37% survival against the clade 2.3.4.4b challenge. About the Study
In the study, non-replicating recombinant adenovirus type 5 (rAd5) vectors expressing viral hemagglutinin (HA) were administered directly to the small intestine of ferrets via endoscopic delivery on Day 0 and Day 28. Ferrets cannot use human tablets, so a liquid formulation delivery method was used to simulate enteric-coated tablet release. On Day 56, animals were challenged intranasally with 1 x 105 TCID50 H5N1 clade 2.3.4.4b virus. Protective efficacy, clinical symptoms, mucosal/systemic antibody titers, and viral shedding (measured by RT-qPCR and TCID50) were systematically monitored.

About Vaxart
Vaxart is a clinical-stage biotechnology company developing a range of oral recombinant vaccines based on its proprietary delivery platform. Vaxart vaccines are designed to be administered using pills that can be stored and shipped without refrigeration and eliminate the risk of needle-stick injury. Vaxart believes that its proprietary pill vaccine delivery platform is suitable to deliver recombinant vaccines, positioning the Company to develop oral versions of currently marketed vaccines and to design recombinant vaccines for new indications. Vaxart’s development programs currently include pill vaccines designed to protect against coronavirus, norovirus, and influenza, as well as a therapeutic vaccine for human papillomavirus (HPV), Vaxart’s first immune-oncology indication. Vaxart has filed broad domestic and international patent applications covering its proprietary technology and creations for oral vaccination using adenovirus and TLR3 agonists.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this press release regarding Vaxart’s strategy, prospects, plans and objectives, results from preclinical and clinical trials, commercialization agreements and licenses, and beliefs and expectations of management are forward-looking statements, including statements contained in the quotations of Vaxart’s management in this press release. These forward-looking statements may be accompanied by such words as “should,” “believe,” “could,” “potential,” “will,” “expected,” “anticipate,” “plan,” "target," "seek," "intend," "may," "predict," "project," "would," and other words and terms of similar meaning. Examples of such statements include, but are not limited to, statements regarding the potential of VXA-H5-02 and Vaxart’s oral mucosal vaccine platform to induce protective immune responses against H5N1 or other influenza strains in humans; the potential for the preclinical ferret results described in this press release to be predictive of, or replicated in, human clinical trials; the potential for the in vitro cross-neutralizing antibody responses observed in this study to confer cross-clade protection; the anticipated advantages of oral tablet administration, including self-administration and the absence of cold-chain requirements; Vaxart’s plans, objectives and expected timing for further preclinical studies, regulatory submissions and clinical development of VXA-H5-02; Vaxart’s ability to develop and commercialize its product candidates; and Vaxart’s expectations regarding the role of its platform in influenza prevention and pandemic preparedness. These forward-looking statements are based on current expectations, estimates, forecasts, and projections about the industry and markets in which Vaxart operates as well as management’s current beliefs and assumptions. Vaxart may not actually achieve the plans, carry out the intentions, or meet the expectations or projections disclosed in the forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions, expectations, and projections disclosed in the forward-looking statements. Various important factors could cause actual results or events to differ materially from the forward-looking statements that Vaxart makes, including the risk that preclinical results in ferrets, generated using endoscopic delivery of a liquid formulation, will not be predictive of safety, immunogenicity or efficacy in humans administered an enteric-coated tablet; the risk that in vitro cross-neutralization against divergent H5 clades does not translate into protection against circulating or emerging clades; the fact that VXA-H5-02 has not been evaluated in humans, is not the subject of an investigational new drug application, and will require substantial additional funding to enter clinical development; uncertainties inherent in research and development, including the ability to meet anticipated clinical endpoints, commencement, and/or completion dates for clinical trials, regulatory submission dates, regulatory approval dates, and/or launch dates, as well as the possibility of unfavorable new clinical data and further analyses of existing clinical data; the risk that clinical trial data are subject to differing interpretations and assessments by regulatory authorities; whether regulatory authorities will be satisfied with the design of and results from the clinical studies; decisions by regulatory authorities impacting labeling, manufacturing processes, and safety that could affect the availability or commercial potential of any product candidate, including the possibility that Vaxart’s product candidates may not be approved by the FDA or non-U.S. regulatory authorities; that, even if approved by the FDA or non-U.S. regulatory authorities, Vaxart’s product candidates may not achieve broad market acceptance; that a Vaxart collaborator may not attain development and commercial milestones; that Vaxart or its partners may experience manufacturing issues and delays due to events within, or outside of, Vaxart’s or its partners’ control; difficulties in production, particularly in scaling up initial production, including difficulties with production costs and yields, quality control, including stability of the product candidate and quality assurance testing, shortages of qualified personnel or key raw materials, and compliance with strictly enforced federal, state, and foreign regulations; that Vaxart may not be able to obtain, maintain, and enforce necessary patent and other intellectual property protection; that Vaxart’s capital resources may be inadequate; Vaxart’s ability to resolve pending legal matters; Vaxart’s ability to obtain sufficient capital to fund its operations on terms acceptable to Vaxart, if at all; the impact of government healthcare proposals and policies; competitive factors; and other risks and uncertainties described in the “Risk Factors” sections of Vaxart’s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q filed with the U.S. Securities and Exchange Commission, which are available on the SEC’s website at www.sec.gov. The forward-looking statements in this press release speak only as of the date of this press release. Vaxart undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law.

Contact
Vaxart Media and Investor Relations:
FINN Partners
[email protected]

A struggling PC maker quietly reinvented itself around AI servers, and investors who held through two brutal drawdowns collected returns that left the S&P 500 in the dust. The question now is whether Dell has already peaked or is still…

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Five years ago, $1,000 invested in Dell Technologies (NYSE:DELL | DELL Price Prediction) would be worth $11,641.60 today, a 1064.16% gain. The S&P 500 turned $1,000 into $1,776.10 over the same period. Most of that gap opened in the last two years alone.

How a PC Maker Became an AI Server Factory In late 2021, Dell was a PC and storage company. The November 2021 VMware spin-off simplified its structure. PC demand then collapsed in 2022 and 2023 as pandemic buying reversed.

Servers became the growth engine. Dell built NVIDIA (NASDAQ:NVDA) GPU-based AI systems for hyperscalers, enterprises, and government buyers. In the quarter reported September 1, 2026, revenue reached $47 billion, up 58%. AI server revenue was $16.4 billion with an AI backlog of $95 billion. Traditional servers and networking rose 122% and storage rose 26%.

Your $1,000 Became $11,641, With Two Big Drawdowns Dell’s public price history starts in December 2018, so there is no 10-year window to measure.

1-Year Return

Initial Investment: $1,000 Current Value: $3,988.50 Total Return: 298.85% S&P 500 (same period): $1,160 (16%) 5-Year Return

Initial Investment: $1,000 Current Value: $11,641.60 Total Return: 1064.16% Annualized Return: 63.38% S&P 500 (same period): $1,776.10 (77.61%, 12.17% annualized) Dell’s figures use adjusted prices, including the VMware distribution and reinvested dividends. The raw share price opened October 2021 at $104.59 before the spin-off. Dell started paying dividends in 2022 at $0.33 per share and now pays $0.63. S&P 500 figures exclude dividends.

The stock fell about 39% from January to September 2022, then dropped 29% between October 2025 and January 2026. It has gained 360.22% this year, so most of the five-year result came in the last nine months.

Backlog Conversion and Margins Decide What Comes Next The bull case improves if the backlog converts and the 12.6% operating margin holds as AI rose. At a forward P/E near 21x, there is room if full-year non-GAAP EPS guidance of $25.50 turns out conservative.

The bear case gains weight if hyperscaler spending cools. Management warned that good mix and pricing may not last. Gross margin is 21.1%, thin for a stock near its 52-week high of $595.51.

Dell trades at $582.18, near the average analyst target of $583.96. This looks more like the end of that five-year window than the start. A drop would reset the valuation math.

Contact [email protected] for any questions or corrections.

FREMONT, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that it began production shipments of its new IQ® Gateway Fusion in India. The compact system works with IQ8™ Microinverters to power homes with solar and keep essential appliances running during daytime power cuts, even without a home battery.

IQ Gateway Fusion combines the IQ® Gateway, IQ® Relay, and a built-in power socket in a single unit. With Enphase Sunlight Backup, the system keeps loads plugged into the socket running on solar when the grid goes down, including home UPS systems, refrigerators, electric scooters, and more. Watch the video explainer to see how it works.

For the millions of Indian households that rely on a UPS during outages, IQ Gateway Fusion can be paired with UPS batteries with solar during the day. This extends backup runtime and reduces how much the UPS draws from the grid. If a power cut runs through the night and drains the UPS, the system starts recharging it with sunlight the next morning, even if the grid is still down. When the grid is up, the system powers home loads with solar and exports excess energy to the grid to help lower electricity bills.

Each IQ Gateway Fusion supports up to 3,680 W of output with up to seven IQ8P™ or nine IQ8HC™ Microinverters. Homeowners can start small and expand over time. The IP65-rated unit fits on terraces, small rooftops, and compact homes. Installers can set it up quickly with simple cabling and commissioning through the Enphase® Installer App. Homeowners can monitor production and system health from anywhere with the Enphase® App.

"Power cuts are part of daily life for many of our customers, and most already own a UPS," said Thejas Babu, managing director at Thapas Energy, Kerala. "IQ Gateway Fusion lets them charge that UPS with sunlight, so their backup lasts longer when they need it most."

"Installation is fast and clean," said Srinivasan Dona Balasubramaniam, managing director at AARA Solar Energy Pvt. Ltd., Tamil Nadu. "One unit replaces several components, and we can commission the system in minutes from the app."

"Homeowners want solar that keeps working when the grid doesn't," said Dijo, managing director at 3rd Eye Security Systems, Kerala. "IQ Gateway Fusion gives them that at a price point that makes sense for Indian homes."

"Indian homeowners shouldn't lose access to their own solar power when the grid goes down," said Sunil Thamaran, senior vice president and managing director of India at Enphase Energy. "IQ Gateway Fusion delivers daytime backup and smarter UPS charging in a simple, compact system that our installers can deploy quickly.”

To learn more, visit the Enphase website for homeowners and installers.

About Enphase Energy, Inc.

Enphase Energy is a global energy technology company advancing intelligent power systems for homes, businesses, and next-generation AI data centers. The company designs semiconductor-based energy technologies spanning solar, batteries, EV charging, energy management, and virtual power plants, and is developing solid-state transformer technology to address the rapidly growing power demands of AI data centers. Based in Fremont, California, Enphase is the world’s leading supplier of microinverter-based solar and battery systems. The company revolutionized the solar industry with its microinverter technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in more than 165 countries. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. For more information, visit https://enphase.com/.

©2026 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release may contain forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's technology and products, including safety, quality, and reliability; the expected benefits of IQ Gateway Fusion, including extended backup runtime, reduced grid consumption, and lower electricity costs; the suitability of IQ Gateway Fusion for residential solar applications in India; and the availability and timing of production shipments of IQ Gateway Fusion in India. These forward-looking statements are based on Enphase Energy's current expectations and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, market demand for residential solar and backup power solutions; competitive developments; changes in incentive programs and regulatory or compliance requirements; product performance and reliability under actual operating conditions; compatibility with third-party equipment, including UPS systems; installer and homeowner adoption rates; supply chain availability and costs; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations, except as required by law.

Contact:

Enphase Energy
[email protected]

WisdomTree, Inc. (“WisdomTree”) (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and the WisdomTree Global Alpha Fund (WTAL), both powered by AlphaBeta and listed on the Texas Stock Exchange (TXSE) with expense ratios of 0.88%. The Funds mark WisdomTree’s first launches on TXSE and expand WisdomTree’s capital-efficient product offering, providing investors with access to systematic long/short strategies traditionally associated with hedge funds through an ETF structure.

The Funds build on the approach introduced with the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS), extending WisdomTree’s use of quantitative, systematic investment strategies to pursue differentiated sources of return within equity portfolios. Since launching in January 2026, WTLS’s live performance has shown the potential of WisdomTree’s machine learning ensemble of strategies and the Fund’s strategic long/short overlay on top of broad large cap equity exposure. With WSLS, WisdomTree is now extending this capital-efficient core framework to small cap equities, where greater dispersion in individual stock returns may create opportunities for these long/short models to add value.

WSLS applies this approach to U.S. small cap equities while maintaining broad small cap market exposure, while WTAL combines long/short strategies across U.S. and international equities to pursue more market-neutral alpha across regions.

Helping investors build more well-rounded and diversified portfolios has been a goal of WisdomTree’s capital-efficient suite for nearly a decade, beginning with strategies that combined stock and bond exposures within a single portfolio.

“Many investors want returns that don't simply rise and fall with the broader market, but accessing those returns has often meant adding complexity to a portfolio,” said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. “WSLS is designed to enhance how investors access U.S. small caps, maintaining broad market participation while layering on a systematic long/short strategy that seeks additional alpha. With WTAL, we’re expanding that opportunity across global equity markets, giving investors access to systematic long/short strategies through an ETF format they already know and use.”

WSLS: What’s Under the Hood?
WSLS seeks total return by combining U.S. small cap equity securities or derivatives that provide similar exposure with a dynamic long/short U.S. small cap equity overlay strategy. The capital-efficient structure is designed to maintain broad participation in the U.S. small cap market while pursuing an additional source of potential alpha through systematic stock selection.

Broad Small Cap Participation: Seeks to maintain exposure to the U.S. small cap equity market through small cap equity securities or derivatives that provide similar exposure.Insights from AlphaBeta Research Tools: The Fund selects investments using machine learning models developed by AlphaBeta and trained on historical data to make predictions about a security’s return and/or risk.Capital Efficiency: Layers an alternative, alpha-seeking strategy on top of core equity exposure without requiring additional capital outlays.WTAL: What’s Under the Hood?
WTAL seeks total return through two dynamic long/short equity overlay strategies, one focused on U.S. equities and the other on international equities. The Fund seeks exposure to each basket through derivatives, including swap contracts, with U.S. Treasuries and cash or cash equivalents serving as collateral.

Global Opportunity: Pursues long and short opportunities across U.S. and international equity markets.Insights from AlphaBeta Research Tools: The Fund selects investments using machine learning models developed by AlphaBeta and trained on historical data to make predictions about a security’s return and/or risk.Market-Neutral Approach: Aims to provide a market-neutral return stream driven by relative stock performance rather than broad equity market direction.The strategies were developed in partnership with AlphaBeta, an Israeli fintech company specializing in quantitative investing, in which WisdomTree announced a strategic minority investment in November 2025. AlphaBeta’s research platform uses machine learning models to evaluate stock characteristics, identify potential relative return opportunities, and inform long/short portfolio construction.

Read more about the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and WisdomTree Global Alpha Fund (WTAL) here.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the Funds, call 866.909.9473 or visit wisdomtree.com/us. Read the prospectus or, if available, the summary prospectus carefully before investing.

WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS)
There are risks associated with investing, including possible loss of principal. The Fund invests in a basket of equity securities of small-capitalization U.S. companies generally weighted by market capitalization. The Fund expects to invest most of its assets in the securities of U.S. companies and is therefore, more likely to be impacted by events or conditions affecting the United States. The Fund invests in derivatives to gain exposure to U.S. equity securities. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage. Derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money.

While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Global Alpha Fund (WTAL)
There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. To the extent the Fund invests a significant portion of its assets in securities of companies of a single country or region, it is more likely to be impacted by events or conditions affecting that country or region. The Fund invests in derivatives to gain exposure to global equity securities. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage. Derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money.

While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with WisdomTree.

Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.

About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners’ U.S. farmland platform has expanded our capabilities in private markets.

WisdomTree currently has approximately $177.5 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree visit: https://www.wisdomtree.com.
For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain.

Please visit us on X at @WisdomTreeFunds.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

The WisdomTree Connect™ institutional platform and WisdomTree Prime® digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

About AlphaBeta ETF Ltd
AlphaBeta ETF Ltd (“AlphaBeta”) is an Israeli fintech company specializing in quantitative and AI-driven investment strategies. The firm develops systematic, data-driven approaches designed to generate uncorrelated sources of return. AlphaBeta’s technology, research team, and network of academics form the foundation of its work in alternative and AI-based investing.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results.

You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s adviser is not required to reimburse the Fund for losses, and you should not expect that the adviser will provide financial support to the Fund at any time, including during periods of market stress.

WisdomTree Digital Funds are distributed by WisdomTree Securities, Inc., Member FINRA.

FINRA’s BrokerCheck – check the background of this firm or your investment professional on FINRA’s BrokerCheck.

WisdomTree Securities, Inc. provides secondary market liquidity as a principal dealer, subject to inventory and market conditions; trading availability is not guaranteed and may be paused, limited or discontinued at any time. The limits apply only to instant liquidity transactions through WisdomTree Securities, Inc. and do not limit the ability to purchase or redeem shares directly with the WisdomTree Treasury Money Market Digital Fund (WTGXX). References to “instant” or “near instant” refer to settlement that occurs following order execution and onchain confirmation, rather than through traditional end-of-day or T+1 settlement cycles.

Potential products and services, as well as applicable launch timing and associated fees, are in development, may change or may never become available, including due to regulatory considerations. Any information provided and/or plans associated herewith are subject to change without notice, and WisdomTree is under no obligation to provide additional information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261008929208/en/

MTCH3380P and MTCH3240P controllers enable fast touch acquisition and robust performance for complex interfaces, including display-free applications  | Source: Microchip Technology Inc.

CHANDLER, Ariz., Oct. 08, 2026 (GLOBE NEWSWIRE) -- As appliance and equipment manufacturers look for ways to reduce system costs, many are replacing displays with Human Machine Interfaces (HMIs) using high-end decoration and illuminated capacitive-touch buttons, sliders and wheels. These interfaces often require a large number of touch sensors which can increase acquisition time and reduce the signal-to-noise ratio (SNR) when using conventional controllers. To address these challenges, Microchip Technology (Nasdaq: MCHP) has expanded its turnkey capacitive-touch family with the launch of MTCH3380P and MTCH3240P controllers, helping manufacturers create visually appealing, display-free HMIs at lower system cost and with less design complexity. The first in Microchip’s touch turnkey controller portfolio to incorporate parallel sensing for buttons, sliders and wheels, the devices support IEC/UL 60730 Class B functional safety certification and operation up to 105°C, making them well suited for home appliance, outdoor and industrial applications.

By acquiring data from multiple sensors simultaneously, the MTCH3380P and MTCH3240P can support a large number of buttons, sliders and wheels while maintaining fast response times, a high signal-to-noise ratio (SNR) and reliable touch detection in noisy operating environments. This performance is enabled by 12 on-chip analog-to-digital converters (ADCs) operating in parallel. The MTCH3380P supports up to 38 sensors in self-capacitance mode and 64 sensors in mutual-capacitance mode, while the MTCH3240P supports up to 24 and 32 sensors, respectively, without the acquisition-time penalties often associated with high sensor counts.

Enhanced touch sensitivity and noise immunity enable reliable touch detection through thick cover materials and when users are wearing gloves. These capabilities are especially valuable in-home appliances such as ovens, cooktops, refrigerators and washing machines, where moisture and gloved operation are common, as well as in outdoor applications including EV chargers, parking meters and kiosks that require durable protective covers and dependable operation in cold-weather conditions.

"Manufacturers are increasingly looking for ways to reduce system cost while still delivering intuitive and visually appealing user interfaces. As display-free HMIs incorporate more touch controls, maintaining responsive and reliable touch performance becomes increasingly challenging," said Giovanni Fontana, senior director of Microchip’s human machine interface division. “Our MTCH3380P and MTCH3240P controllers address the touch-sensing challenges associated with display-free interfaces by delivering fast touch acquisition and high signal-to-noise ratio, helping enable responsive, reliable operation even in demanding applications."

With support for customer driven IEC 60730 Class B functional safety certification, the MTCH3380P and MTCH3240P devices help manufacturers work towards meeting regulatory requirements. Microchip's touch-sensing ecosystem and turnkey controllers are designed to provide the hardware, software and development resources needed to accelerate design, evaluation and testing. Support includes the mTouch® Studio development environment and evaluation hardware, including host drivers for Linux® and Zephyr®. Visit the website for information about Microchip’s portfolio of turnkey capacitive-touch controllers.

Pricing and Availability
The MTCH3380P is available starting at $1.06 with the MTCH3240P available starting at $0.80 each in 10,000-unit quantities. You can purchase directly from Microchip or contact a Microchip sales representative or authorized worldwide distributor.

Resources
High-res images available through Flickr or editorial contact (feel free to publish):
• Application image: https://flic.kr/p/2sC7GpT

About Microchip Technology:
Microchip Technology Inc. is a broadline supplier of semiconductors committed to making innovative design easier through total system solutions that address critical challenges at the intersection of emerging technologies and durable end markets. Its easy-to-use development tools and comprehensive product portfolio supports customers throughout the design process, from concept to completion. Headquartered in Chandler, Arizona, Microchip offers outstanding technical support and delivers solutions across the industrial, automotive, consumer, aerospace and defense, communications and computing markets. For more information, visit the Microchip website at www.microchip.com. 

Note: The Microchip name and logo, the Microchip logo, MPLAB and mTouch are registered trademarks of Microchip Technology Incorporated in the U.S.A. and other countries. All other trademarks mentioned herein are the property of their respective companies.

Constellation Brands, Inc. (NYSE:STZ) posted better-than-expected second-quarter results, after the closing bell on Tuesday.

Constellation Brands reported quarterly earnings of $3.74 per share which beat the analyst consensus estimate of $3.56 per share. The company reported quarterly sales of $2.633 billion which beat the analyst consensus estimate of $2.542 billion.

The company raised fiscal 2027 GAAP EPS guidance to $11.85-$12.55 from $11.50-$12.20, versus the $11.93 estimate. Constellation Brands reiterated adjusted EPS guidance at $11.20-$11.90, compared with the $11.72 estimate and expects to reach the high end if positive September trends continue.

Constellation Brands also said it acquired SpikedAde, a spirit-based ready-to-drink (RTD) brand.

Constellation shares fell 1% to $117.23 in pre-market trading.

These analysts made changes to their price targets on Constellation following earnings announcement.

HSBC analyst Sorabh Daga downgraded the stock from Buy to Hold and cut the price target from $192 to $135. Morgan Stanley analyst Dara Mohsenian maintained the stock with an Equal-Weight rating and cut the price target from $158 to $145. Needham analyst Gerald Pascarelli maintained the stock with a Buy and lowered the price target from $185 to $150. Considering buying STZ stock? Here’s what analysts think:

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Investment strengthens Bio-Techne's global GMP manufacturing infrastructure for cell therapy applications New Bristol facility expands GMP small molecule production capacity and complements recent investments in North America Combined capabilities across Bristol, St. Paul and Minneapolis support customers from discovery through commercial manufacturing , /PRNewswire/ -- Bio-Techne Corporation (NASDAQ: TECH), a global provider of life science tools, reagents and diagnostic products, today announced the opening of a new manufacturing facility for Good Manufacturing Practice (GMP) grade small molecules in Bristol, United Kingdom, further expanding the company's global capabilities to support the rapidly growing cell therapy market. The investment reflects Bio-Techne's commitment to helping therapy developers address one of the industry's most pressing challenges: establishing scalable, reproducible manufacturing processes that can support programs from early development through commercialization.

The purpose-built 10,000-square-foot Bristol facility features five ISO-8 multifunctional cleanrooms and two ISO-7 cleanrooms dedicated to GMP small molecule manufacturing and product handling. Designed to meet the rigorous standards required for advanced cell therapy manufacturing, the facility enhances Bio-Techne's ability to provide customers with high-quality GMP materials supported by robust quality systems and reliable global supply.

"As the cell therapy field continues to mature, success increasingly depends on the ability to manufacture therapies consistently and at scale," said Kim Kelderman, President and Chief Executive Officer of Bio-Techne. "Our investment in Bristol demonstrates Bio-Techne's commitment to providing customers with the GMP materials, manufacturing expertise, and supply chain reliability needed to accelerate development and ultimately bring transformative therapies to patients worldwide."

The Bristol expansion is the latest milestone in Bio-Techne's broader strategy to build a comprehensive manufacturing network supporting every stage of the cell therapy workflow. Together with the company's recombinant protein manufacturing operations in Minneapolis, Minnesota, its extensive GMP capabilities in St Paul, and its strategic relationship with Wilson Wolf Corporation, a leading manufacturer of cell culture devices including the widely adopted G-Rex® platform, Bio-Techne offers an increasingly integrated portfolio of GMP proteins, GMP small molecules, GMP cell media, custom manufacturing services, analytical solutions, and process development support. Collectively, these capabilities help customers transition seamlessly from research through clinical development and commercial production.

Cell therapy developers face mounting pressure to reduce variability, standardize manufacturing processes, and scale production efficiently while meeting evolving regulatory expectations. Bio-Techne addresses these challenges through high-quality GMP materials, scalable manufacturing solutions, and analytical technologies designed to improve consistency and accelerate development timelines. Recent industry discussions have increasingly highlighted manufacturing scalability as a critical factor in enabling broader patient access to advanced therapies, reinforcing the importance of investments such as the Bristol expansion.

"The opening of our Bristol facility represents more than additional manufacturing capacity," said Will Geist, President of Bio-Techne's Protein Sciences Segment. "It strengthens Bio-Techne's ability to serve as a long-term partner for cell therapy innovators by providing the quality, scale, and global support necessary to navigate the journey from discovery to commercial supply."

The Bristol facility is fully operational and is manufacturing GMP-grade small molecules that support customers developing next-generation cell therapies worldwide.

ABOUT BIO-TECHNE

Bio-Techne Corporation (NASDAQ: TECH) is a global life sciences company headquartered in Minnesota, celebrating 50 years of empowering scientific and diagnostic communities to reach better answers. The company provides high-quality reagents, analytical instruments, and precision diagnostics. Its portfolio is organized into three customer-focused brands: R&D Systems™, Bio-Techne Spatial™, and Bio-Techne Diagnostics™, reflecting the scientific journey from discovery to translational research to clinical decision-making. Bio-Techne operates in 34 locations worldwide and employs more than 3,000 people. In fiscal year 2025, the company generated over $1.2 billion in net sales. Its more than 500,000 products are used globally by academic researchers, biopharmaceutical and biotechnology companies, and clinical diagnostic laboratories.

For more information on Bio-Techne and its brands, please visit www.bio-techne.com or follow the company on LinkedIn, X, or YouTube.

MEDIA CONTACTS

Corporate Communications
[email protected] 

David Clair, Vice President
Investor Relations
[email protected]

SOURCE Bio-Techne Corporation

Truist Financial Corporation (NYSE:TFC) will release earnings for its third quarter before the opening bell on Friday, Oct. 16.

Analysts expect the Charlotte, North Carolina-based company to report quarterly earnings of $1.07 per share, up from $1.04 per share in the year-ago period. The consensus estimate for TFC’s quarterly revenue is $5.36 billion. It reported $5.24 billion last year, according to Benzinga Pro.

On Sept. 17, Truist announced redemption of subordinated notes due Oct. 2026.

Truist Financial shares fell 1.5% to close at $45.58 on Wednesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

UBS analyst Erika Najarian maintained a Neutral rating and cut the price target from $55 to $50 on Oct. 5, 2026. This analyst has an accuracy rate of 63%. JP Morgan analyst Vivek Juneja maintained an Underweight rating and cut the price target from $54 to $50.5 on Oct. 2, 2026. This analyst has an accuracy rate of 57%. Evercore ISI Group analyst John Pancari maintained the stock with an Outperform rating and slashed the price target from $56 to $54 on Oct. 1, 2026. This analyst has an accuracy rate of 61%. Stephens & Co. analyst Andrew Terrell maintained an Overweight rating and raised the price target from $54 to $54 on July 29, 2026. This analyst has an accuracy rate of 66%. Baird analyst David George maintained the stock with a Neutral rating and increased the price target from $55 to $56 on July 20, 2026. This analyst has an accuracy rate of 72%. Considering buying TFC stock? Here’s what analysts think:

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Dutch Bros (BROS -2.25%) has gained traction in the highly competitive coffee business. Innovative beverages, an efficient drive-thru system, and a small real estate footprint are among the competitive advantages driving this company's rapid expansion.

Consequently, its qualities have driven its expansion. While it has not become a "cheap" stock, its attributes put a positive spotlight on the company, arguably making it an excellent time to buy the consumer discretionary stock.

Image source: The Motley Fool.

The Dutch Bros opportunity Admittedly, much of the opportunity in Dutch Bros stock stems from a drop in its price since July, which has taken it to its lowest level since late 2024. Growing pains and rising input costs appear to have weighed on the company's performance.

A company called 7 Brew Coffee outbid Dutch Bros to buy 65 former Salad and Go locations in the Southwest. Moreover, Dutch Bros raised capital expenditures (capex) by roughly $80 million to the $350 million to $370 million range. That increase occurred as sales growth slowed due to rising input and real estate costs.

Nonetheless, the company's robust expansion continues. As of June 30, it operated 1,225 locations, up from 1,043 one year ago. It also holds to its target of 2,029 locations by 2029 and a long-term goal of 7,000 U.S. locations. This is likely a critical part of Dutch Bros' growth story as it could follow Starbucks, whose regional-to-national (and later international) expansion has driven massive stock gains over that company's 34-year history.

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The rising shop count is also helping Dutch Bros' growth, as its first-half 2026 revenue of $939 million increased 33% from year-ago levels. That included a 6.9% increase in same-shop sales growth during the period.

Indeed, rising input costs weighed slightly on earnings, though its net income of $54 million in the first two quarters of 2026 still rose 31% year over year.

Additionally, the 2026 revenue guidance of just above $2.1 billion implies a 40% yearly revenue growth rate. Also, with the recent pullback in the stock price, the P/E ratio has fallen to 55. The continued growth has also reduced the forward P/E ratio to 39, making the stock's valuation attractive as the company's rapid growth continues.

At current levels, investors should consider buying Dutch Bros stock.

While it may have looked like it was in the spotlight for the wrong reasons more recently, the good news about the huge growth driving Dutch Bros' expansion has not disappeared.

Moreover, with a declining valuation and a lower stock price, Dutch Bros looks increasingly like a generational buying opportunity to some investors. As Dutch Bros steadily works toward its goal of 7,000 shops, it appears set to make massive gains over the long term.

SummaryOceaneering International is rated Buy at ~$44.97, contingent on delivering earnings and cash flow improvements through 2028.Q3 EBITDA guidance of ~$115–$125M and higher profits from ROV pricing, fleet utilization, and defense activity are key to supporting current valuation.Revenue growth alone is insufficient; robust cash conversion and margin expansion are critical for justifying OII’s valuation and potential share price upside.Risks include slower offshore spending, weaker order intake, and subpar cash generation, which could limit share price gains even if earnings rise. Wengen Ling/E+ via Getty Images

Introduction Oceaneering International (OII) provides its engineering products and technical services to offshore energy, defense, and aerospace customers. It also supplies robotics. Considering the forecasts and expectations aligned with current performance, I rate the stock Buy at ~$44.97 for

58 Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

While nervous investors obsess over a handful of tech giants propping up the whole market, one portfolio manager keeps funneling fresh cash into the brands sitting in every American medicine cabinet, and the reasoning might make you rethink your own…

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

I regularly add to Kenvue (NYSE:KVUE | KVUE Price Prediction) every time fresh cash lands in my account. Wall Street worries that too much of the market rests on a handful of tech giants. Meanwhile, I keep moving money into Tylenol, Listerine, Band-Aid and Neutrogena. People restock those products in good times and bad ones, and I want that durability as I get closer to living off my portfolio.

Why My Buy Button Stays Warm My view is simple. Kenvue owns brands that families repurchase without a second thought. Kimberly-Clark (NASDAQ:KMB) agreed to buy Kenvue in a $48.7 billion deal that offers $3.50 cash + 0.14625 KMB shares per KVUE share. The deal has passed HSR review and won shareholder approval, with closing expected in Q4 2026 once foreign regulators sign off.

Three Reasons I Keep Adding Income comes first. Kenvue pays $0.21 per quarter, for an annualized forward dividend of $0.84. At $17.54, that yields roughly 4.8%. Since 2023, the quarterly payout has rose from $0.20 to $0.21.

Second, the business turned. In its second quarter, Kenvue delivered “our third consecutive quarter of net and organic sales growth.” Revenue rose 3.0% to $3.955 billion, and Skin Health & Beauty grew 5.1%. Full-year 2025 free cash flow rose 27.34% to $1.7 billion.

Third, the price looks reasonable. At $17.54, Kenvue trades at about 16 times its FY2025 EPS of $1.08. With Kimberly-Clark at $96.48, the deal terms mean about $17.61 per Kenvue share. That sets my purchase price at roughly what the deal offers.

Why My Money Skips Procter & Gamble Procter & Gamble (NYSE:PG) is the reflexive staples pick. At $147.82, it trades near 21 times fiscal 2026 core EPS of $6.89. Its $1.0885 quarterly dividend yields about 2.9%. Organic sales came in flat in its latest quarter, and management guided fiscal 2027 core EPS anywhere from in-line to up 3%. I’d rather collect 4.8% at 16 times earnings.

Kimberly-Clark pays $1.28 per quarter, about 5.3%, and has raised its dividend for 54 consecutive years, putting it in the rare Dividend Kings club (we ranked ten of them by valuation in a free report here). I prefer coming in through Kenvue. Each share delivers $3.50 in cash at closing, plus about $0.75 a year in Kimberly-Clark dividends at today’s rate.

Risks That Could Break This Position Foreign regulators could block or delay the deal. If that happens, Kenvue trades on its own with $8.7 billion in debt and no forward guidance. Its adjusted gross margin fell 70 bps to 60.2% on inflation and tariffs. Second-quarter adjusted EPS of $0.31 missed the $0.319 consensus. Tylenol misinformation and UK talc litigation remain open. With the 10-year Treasury yielding 5.27%, bonds compete hard for income dollars.

That does not change my view. Even without the deal, I would own a stock yielding 4.8% at 16 times earnings, with sales growing and free cash flow rising.

What Keeps Me Buying From Here Kenvue shares are up 14.63% over the past year but down 5.29% over the past month. Perry said “Our transformation is firmly on track.” The numbers back him up. While the market argues over a handful of tech names, I’ll keep collecting dividends from the brands in America’s medicine cabinet.

Contact [email protected] for any questions or corrections.

Venture Visionary Partners LLC lessened its holdings in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 51.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,735 shares of the financial services provider’s stock after selling 17,699 shares during the period. Venture Visionary Partners LLC’s holdings in Iron Mountain were worth $1,857,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in shares of Iron Mountain in the second quarter valued at approximately $4,240,342,000. Cohen & Steers Inc. increased its holdings in shares of Iron Mountain by 20.0% in the fourth quarter. Cohen & Steers Inc. now owns 18,903,716 shares of the financial services provider’s stock valued at $1,568,110,000 after purchasing an additional 3,155,034 shares during the last quarter. Principal Financial Group Inc. lifted its position in Iron Mountain by 8.5% during the first quarter. Principal Financial Group Inc. now owns 4,566,093 shares of the financial services provider’s stock worth $466,382,000 after buying an additional 358,497 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in Iron Mountain by 2.8% during the first quarter. Dimensional Fund Advisors LP now owns 4,552,286 shares of the financial services provider’s stock worth $464,931,000 after buying an additional 122,927 shares in the last quarter. Finally, Legal & General Group Plc acquired a new position in Iron Mountain during the second quarter worth $409,843,000. Institutional investors and hedge funds own 80.13% of the company’s stock.

Wall Street Analyst Weigh In Several analysts have issued reports on IRM shares. Wells Fargo & Company upped their target price on Iron Mountain from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Barclays lifted their price target on Iron Mountain from $143.00 to $144.00 and gave the stock an “overweight” rating in a report on Tuesday, September 8th. Weiss Ratings cut shares of Iron Mountain from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, August 25th. Rothschild & Co Redburn began coverage on shares of Iron Mountain in a report on Monday, September 21st. They issued a “buy” rating and a $132.00 price objective for the company. Finally, Wall Street Zen cut shares of Iron Mountain from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Five equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $139.83.

View Our Latest Stock Report on IRM Iron Mountain Trading Down 0.8% Shares of NYSE IRM opened at $115.55 on Thursday. Iron Mountain Incorporated has a twelve month low of $77.77 and a twelve month high of $134.68. The stock has a fifty day simple moving average of $118.22 and a 200-day simple moving average of $119.55. The stock has a market capitalization of $34.40 billion, a PE ratio of 82.53 and a beta of 1.17.

Iron Mountain (NYSE:IRM – Get Free Report) last posted its earnings results on Wednesday, August 5th. The financial services provider reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.06. Iron Mountain had a negative return on equity of 85.44% and a net margin of 5.54%.The firm had revenue of $2.03 billion for the quarter, compared to analyst estimates of $1.97 billion. During the same quarter in the prior year, the company earned $1.24 EPS. Iron Mountain’s revenue was up 18.5% on a year-over-year basis. Iron Mountain has set its Q3 2026 guidance at 1.470-1.470 EPS and its FY 2026 guidance at 5.870-5.930 EPS. On average, equities analysts predict that Iron Mountain Incorporated will post 5.42 earnings per share for the current year.

Iron Mountain Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, October 2nd. Stockholders of record on Tuesday, September 15th were given a dividend of $0.8640 per share. This represents a $3.46 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend was Tuesday, September 15th. Iron Mountain’s dividend payout ratio is currently 247.14%.

Insider Transactions at Iron Mountain In related news, EVP Greg McIntosh sold 5,000 shares of Iron Mountain stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $110.72, for a total value of $553,600.00. Following the completion of the transaction, the executive vice president owned 70,634 shares in the company, valued at approximately $7,820,596.48. The trade was a 6.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO William Meaney sold 38,474 shares of the company’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $110.45, for a total transaction of $4,249,453.30. Following the sale, the chief executive officer directly owned 38,474 shares in the company, valued at approximately $4,249,453.30. The trade was a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 137,422 shares of company stock valued at $15,881,099. 1.70% of the stock is currently owned by corporate insiders.

Iron Mountain Profile (Free Report)

Iron Mountain Incorporated (NYSE: IRM) is a global information management and data center services company. It helps organizations protect, manage and access physical and digital information, including business records, documents, backup media and other critical assets.

The company provides records storage and retrieval, secure shredding and destruction, information governance, digitization, document management and data migration services. Iron Mountain also operates data centers and offers colocation, hybrid cloud and related infrastructure services.

See Also Five stocks we like better than Iron Mountain Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Shares of Marex Group plc Ordinary Shares (NASDAQ:MRX – Get Free Report) have been assigned an average recommendation of “Buy” from the nine brokerages that are currently covering the firm, Marketbeat reports. One research analyst has rated the stock with a hold recommendation, seven have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among brokerages that have updated their coverage on the stock in the last year is $83.38.

A number of research analysts have commented on the company. The Goldman Sachs Group reaffirmed a “buy” rating and set a $80.00 target price on shares of Marex Group plc Ordinary Shares in a report on Friday, August 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of Marex Group plc Ordinary Shares in a report on Monday, August 24th. Zacks Research raised Marex Group plc Ordinary Shares from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, June 10th. Jefferies Financial Group raised their price objective on Marex Group plc Ordinary Shares from $57.00 to $80.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Finally, UBS Group lifted their price objective on shares of Marex Group plc Ordinary Shares from $82.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, August 13th.

Get Our Latest Analysis on MRX

MRX opened at $71.88 on Thursday. The company has a market cap of $5.24 billion, a P/E ratio of 12.90 and a beta of -0.02. The business has a 50-day moving average of $70.90. The company has a debt-to-equity ratio of 1.53, a current ratio of 1.09 and a quick ratio of 1.07. Marex Group plc Ordinary Shares has a 1-year low of $29.25 and a 1-year high of $79.11. Marex Group plc Ordinary Shares (NASDAQ:MRX – Get Free Report) last issued its quarterly earnings results on Wednesday, August 12th. The company reported $1.64 EPS for the quarter, topping the consensus estimate of $1.36 by $0.28. The business had revenue of $695.80 million for the quarter. Marex Group plc Ordinary Shares had a net margin of 17.43% and a return on equity of 27.94%. The business’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.98 EPS. As a group, sell-side analysts expect that Marex Group plc Ordinary Shares will post 6.11 earnings per share for the current fiscal year.

Marex Group plc Ordinary Shares Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 9th. Stockholders of record on Monday, August 24th were issued a dividend of $0.16 per share. The ex-dividend date was Monday, August 24th. This represents a $0.64 dividend on an annualized basis and a dividend yield of 0.9%. Marex Group plc Ordinary Shares’s payout ratio is currently 11.49%.

Institutional Inflows and Outflows Several large investors have recently added to or reduced their stakes in MRX. Envestnet Asset Management Inc. grew its position in shares of Marex Group plc Ordinary Shares by 14.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 87,087 shares of the company’s stock worth $5,308,000 after purchasing an additional 10,800 shares in the last quarter. BlueCrest Capital Management Ltd bought a new stake in shares of Marex Group plc Ordinary Shares in the second quarter valued at approximately $244,000. Oakmont Investment Advisors Inc. bought a new stake in shares of Marex Group plc Ordinary Shares in the second quarter valued at approximately $497,000. Wasatch Advisors LP grew its position in Marex Group plc Ordinary Shares by 883.6% during the second quarter. Wasatch Advisors LP now owns 1,683,061 shares of the company’s stock worth $102,583,000 after buying an additional 1,511,952 shares in the last quarter. Finally, Handelsbanken Fonder AB acquired a new stake in Marex Group plc Ordinary Shares during the second quarter worth approximately $1,048,000.

About Marex Group plc Ordinary Shares (Get Free Report)

Marex Group plc is a diversified financial services company that provides liquidity, market access, execution, clearing, hedging and other trading-related services to institutional, corporate and professional clients. The company operates across a range of markets, including commodities, energy, metals, agriculture, foreign exchange, interest rates, equities and credit.

Its businesses include agency and principal trading, market making, brokerage, exchange-traded and over-the-counter clearing, and the distribution of financial products.

Further Reading Five stocks we like better than Marex Group plc Ordinary Shares Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Venture Visionary Partners LLC increased its holdings in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 90.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,799 shares of the data storage provider’s stock after acquiring an additional 855 shares during the period. Venture Visionary Partners LLC’s holdings in Seagate Technology were worth $1,660,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in STX. Retirement Wealth Solutions LLC boosted its stake in Seagate Technology by 44.8% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 42 shares of the data storage provider’s stock valued at $39,000 after purchasing an additional 13 shares during the last quarter. Cooper Financial Group raised its stake in shares of Seagate Technology by 21.0% in the third quarter. Cooper Financial Group now owns 1,465 shares of the data storage provider’s stock worth $1,351,000 after purchasing an additional 254 shares during the last quarter. Matrix Trust Co bought a new position in shares of Seagate Technology in the third quarter valued at approximately $825,000. Central Pacific Bank Trust Division lifted its holdings in shares of Seagate Technology by 111.7% in the third quarter. Central Pacific Bank Trust Division now owns 2,380 shares of the data storage provider’s stock valued at $2,195,000 after purchasing an additional 1,256 shares in the last quarter. Finally, Rosenberg Matthew Hamilton boosted its position in shares of Seagate Technology by 35.5% during the third quarter. Rosenberg Matthew Hamilton now owns 145 shares of the data storage provider’s stock valued at $134,000 after buying an additional 38 shares during the last quarter. Institutional investors own 92.87% of the company’s stock.

Insider Activity at Seagate Technology In related news, EVP John Morris sold 15,466 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $772.15, for a total transaction of $11,942,071.90. Following the completion of the transaction, the executive vice president owned 31,132 shares in the company, valued at approximately $24,038,573.80. This represents a 33.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Gianluca Romano sold 49,984 shares of the firm’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $772.16, for a total transaction of $38,595,645.44. Following the sale, the chief financial officer owned 70,756 shares of the company’s stock, valued at $54,634,952.96. This trade represents a 41.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 466,959 shares of company stock valued at $378,840,741 over the last quarter. Corporate insiders own 0.51% of the company’s stock.

Seagate Technology Stock Performance Shares of STX opened at $807.57 on Thursday. The stock has a 50 day moving average of $858.09 and a 200 day moving average of $788.17. The company has a market capitalization of $183.63 billion, a price-to-earnings ratio of 58.18 and a beta of 2.06. Seagate Technology Holdings PLC has a 12 month low of $209.00 and a 12 month high of $1,145.00. The company has a current ratio of 1.67, a quick ratio of 1.17 and a debt-to-equity ratio of 1.56. Seagate Technology (NASDAQ:STX – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The data storage provider reported $5.71 earnings per share for the quarter, topping the consensus estimate of $5.10 by $0.61. The business had revenue of $3.63 billion for the quarter, compared to analysts’ expectations of $3.50 billion. Seagate Technology had a return on equity of 369.98% and a net margin of 26.11%.The business’s revenue was up 48.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.59 earnings per share. Seagate Technology has set its Q1 2027 guidance at 7.100-7.500 EPS. As a group, sell-side analysts forecast that Seagate Technology Holdings PLC will post 35.7 earnings per share for the current year.

Seagate Technology Announces Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, October 7th. Investors of record on Thursday, September 24th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Thursday, September 24th. Seagate Technology’s payout ratio is 21.33%.

Trending Headlines about Seagate Technology Here are the key news stories impacting Seagate Technology this week:

Positive Sentiment: AI-driven HDD demand remains a key support. Articles emphasize that AI data centers need large amounts of economical, high-capacity storage, creating an unexpected upcycle for Seagate and rival Western Digital. The long-term investment case is also supported by Seagate’s substantial historical shareholder returns, including dividends. Seagate vs. Western Digital: Which HDD Stock Has More Room to Run? Positive Sentiment: Analyst support is helping sentiment. Morgan Stanley reportedly maintained a Buy rating, while some Wall Street research desks argued that the recent decline overreacted to capacity concerns. Morgan Stanley Remains a Buy on Seagate Tech Neutral Sentiment: Investors are awaiting the next quarterly report. The earnings preview places attention on whether Seagate can sustain its recent growth and deliver against elevated expectations following its prior revenue and earnings beat. What to Expect From Seagate Technology’s Next Quarterly Earnings Report Neutral Sentiment: Seagate is reportedly bidding for TDK’s magnetic-heads business. Acquiring the independent supplier could strengthen Seagate’s component access and competitive position, although the potential multibillion-dollar cost and bidding contest with Toshiba introduce execution and valuation risks. Seagate Reportedly Makes Higher Bid for TDK’s Magnetic-Heads Business Negative Sentiment: Toshiba’s planned HDD capacity increase is the main overhang. Reports that Toshiba intends to substantially expand production have revived fears of oversupply, lower pricing, and reduced margins across the industry. That concern has pressured both Seagate and Western Digital. Toshiba Just Issued a Major Warning to Seagate Stock Negative Sentiment: CEO William Mosley’s stock sale adds a sentiment concern. Mosley sold approximately $17.4 million of Seagate shares shortly before Toshiba’s capacity announcement, raising investor sensitivity even though the transaction does not by itself change the company’s fundamentals. Seagate’s CEO Sold $17.4 Million Before the Toshiba Drop Analysts Set New Price Targets Several brokerages recently issued reports on STX. Morgan Stanley upped their price target on Seagate Technology from $1,035.00 to $1,187.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Argus raised their price objective on Seagate Technology from $750.00 to $900.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Melius Research started coverage on shares of Seagate Technology in a report on Monday, June 29th. They set a “buy” rating and a $1,600.00 price objective on the stock. Citigroup upped their target price on shares of Seagate Technology from $1,240.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, Susquehanna increased their target price on shares of Seagate Technology from $775.00 to $875.00 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Twenty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $986.00.

Read Our Latest Report on STX

Seagate Technology Company Profile (Free Report)

Seagate Technology Holdings plc is a data storage technology company that designs, manufactures and supplies solutions for storing, managing and accessing digital information. Its product portfolio is centered on hard disk drives (HDDs), including high-capacity drives used in cloud data centers, enterprise environments, surveillance systems, network-attached storage and personal computing.

The company also offers solid-state drives (SSDs), storage systems, external storage products and related services.

Further Reading Five stocks we like better than Seagate Technology Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding STX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Seagate Technology Holdings PLC (NASDAQ:STX – Free Report).

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Puff Wealth Management LLC acquired a new stake in SpaceX (NASDAQ:SPCX – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 10,693 shares of the company’s stock, valued at approximately $1,613,000. SpaceX accounts for 1.5% of Puff Wealth Management LLC’s investment portfolio, making the stock its 21st largest position.

Several other institutional investors have also recently added to or reduced their stakes in SPCX. SC US Ttgp LTD. acquired a new stake in SpaceX in the 2nd quarter worth about $20,933,621,000. Darsana Capital Partners LP purchased a new stake in SpaceX in the 2nd quarter valued at about $17,335,783,000. K5 Global Advisor LLC acquired a new position in shares of SpaceX during the 2nd quarter valued at about $6,587,531,000. State Street Corp purchased a new position in shares of SpaceX during the 2nd quarter worth about $1,858,329,000. Finally, Dragoneer Investment Group LLC purchased a new position in shares of SpaceX during the 2nd quarter worth about $1,366,880,000.

Key Stories Impacting SpaceX Here are the key news stories impacting SpaceX this week:

Positive Sentiment: SpaceX is reportedly in talks to raise approximately $40 billion to purchase Nvidia AI chips and expand its terrestrial computing business. The proposed financing could include roughly $10 billion of bank loans and $30 billion of investment-grade bonds, with Apollo Global Management and major banks involved. If the company successfully monetizes its planned AI capacity, the investment could create a significant new revenue stream. Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase Positive Sentiment: The FCC approved SpaceX’s plan to deploy up to 15,000 additional Starlink satellites for direct-to-device connectivity and waived a ground-carrier leasing requirement. The decision may accelerate Starlink’s mobile coverage and commercial partnerships. SpaceX wins FCC approval for 15,000 Starlink satellites Positive Sentiment: Regulatory proposals to auction additional spectrum for satellite-to-phone services, combined with efforts to streamline rocket licensing, could support Starlink growth and increase SpaceX’s launch cadence. FCC to vote on auctioning prime spectrum Neutral Sentiment: Susquehanna raised its SpaceX price target to $173 but maintained a neutral rating, citing strong growth while signaling limited near-term upside at the current valuation. Susquehanna raises price target on SPCX Negative Sentiment: The proposed AI purchase would add debt roughly comparable to SpaceX’s annual revenue, raising concerns about interest costs, execution and whether AI-compute cash flow will arrive quickly enough to support the borrowing. This financing risk was the primary reason shares weakened. SpaceX reportedly is looking to raise debt to buy Nvidia chips Negative Sentiment: Investors are also monitoring elevated valuation, rising Treasury yields and potential selling ahead of a reported share unlock. ARK Invest’s sale of approximately $9.4 million of SpaceX shares added to the caution. Cathie Wood sold $9.4 million in SpaceX stock Wall Street Analyst Weigh In SPCX has been the subject of a number of recent analyst reports. Guggenheim began coverage on shares of SpaceX in a report on Friday, August 7th. They issued a “buy” rating for the company. Barclays raised shares of SpaceX from an “underweight” rating to an “overweight” rating in a research note on Monday, June 22nd. William Blair reiterated an “outperform” rating on shares of SpaceX in a report on Friday, September 11th. Mizuho initiated coverage on shares of SpaceX in a research note on Tuesday, July 7th. They set an “outperform” rating and a $200.00 price objective for the company. Finally, Pivotal Research assumed coverage on SpaceX in a report on Tuesday, September 8th. They set a “buy” rating and a $220.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eight have given a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $218.76. Get Our Latest Stock Analysis on SpaceX

Insider Buying and Selling at SpaceX In related news, COO Gwynne Shotwell sold 342,170 shares of the company’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $153.57, for a total transaction of $52,547,046.90. Following the completion of the sale, the chief operating officer directly owned 2,472,035 shares of the company’s stock, valued at approximately $379,630,414.95. This represents a 12.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

SpaceX Stock Performance NASDAQ SPCX opened at $167.60 on Thursday. The stock has a market capitalization of $2.21 trillion and a price-to-earnings ratio of -1,862.22. The company has a debt-to-equity ratio of 0.29, a current ratio of 5.12 and a quick ratio of 4.99. SpaceX has a one year low of $104.83 and a one year high of $225.64. The firm has a 50 day simple moving average of $142.98.

SpaceX (NASDAQ:SPCX – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported ($0.09) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.26) by $0.17. The business had revenue of $7.81 billion for the quarter. The firm’s quarterly revenue was up 91.9% compared to the same quarter last year. Sell-side analysts forecast that SpaceX will post 0.09 EPS for the current fiscal year.

SpaceX Profile (Free Report)

Space Exploration Technologies Corp. (SpaceX) is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles, spacecraft and satellite systems designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s primary products and services include the Falcon 9 and Falcon Heavy launch vehicles, the Dragon spacecraft and the Starlink satellite internet network. The company also is developing Starship, a fully reusable launch and spacecraft system intended for missions to Earth orbit, the Moon and Mars.

See Also Five stocks we like better than SpaceX Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Saudi Central Bank increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 89.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,027,683 shares of the iPhone maker’s stock after buying an additional 485,166 shares during the quarter. Apple accounts for 3.8% of Saudi Central Bank’s portfolio, making the stock its 5th biggest holding. Saudi Central Bank’s holdings in Apple were worth $297,370,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AAPL. Hutchens & Kramer Investment Management Group LLC raised its holdings in Apple by 9.2% in the 2nd quarter. Hutchens & Kramer Investment Management Group LLC now owns 15,337 shares of the iPhone maker’s stock valued at $4,438,000 after acquiring an additional 1,296 shares in the last quarter. Semitam Bonam LLC lifted its position in shares of Apple by 10.0% in the 2nd quarter. Semitam Bonam LLC now owns 2,176 shares of the iPhone maker’s stock worth $630,000 after acquiring an additional 198 shares during the period. Chico Wealth RIA grew its holdings in shares of Apple by 3.9% during the 2nd quarter. Chico Wealth RIA now owns 6,408 shares of the iPhone maker’s stock worth $1,854,000 after purchasing an additional 242 shares in the last quarter. Riverview Capital Advisers LLC grew its holdings in shares of Apple by 0.9% during the 2nd quarter. Riverview Capital Advisers LLC now owns 86,199 shares of the iPhone maker’s stock worth $24,943,000 after purchasing an additional 757 shares in the last quarter. Finally, Kaydan Wealth Management Inc. increased its position in shares of Apple by 0.9% during the second quarter. Kaydan Wealth Management Inc. now owns 10,511 shares of the iPhone maker’s stock valued at $3,042,000 after purchasing an additional 95 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Key Apple News Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple is reportedly partnering with LG Electronics to develop a smart-home lineup including a doorbell, smart lock, thermostat and other accessories tied to a new Apple home hub. The initiative could expand the HomeKit ecosystem, create new hardware and services revenue, and intensify competition with Amazon’s Ring and Google’s Nest. Apple partners with LG on smart-home devices Positive Sentiment: Apple’s App Store revenue growth reportedly rebounded to 5% in September after a weaker August. Continued Services momentum supports the company’s recurring-revenue profile, though investors are watching whether the improvement proves durable. Apple App Store growth rebounds Neutral Sentiment: CEO John Ternus sold 25,412 shares worth about $8.5 million to cover tax withholding tied to equity vesting. Because the transaction was tax-related rather than described as discretionary selling, it is unlikely to materially change the investment case, though it may create short-term headline pressure. Apple CEO stock sale Negative Sentiment: Morgan Stanley lowered its Apple price target to $355 despite raising revenue forecasts, citing softer iPhone pricing and higher memory-chip costs that could compress gross margins. The target is only modestly above recent trading levels, limiting perceived upside. Morgan Stanley cuts Apple price target Negative Sentiment: Several valuation comparisons highlight that investors pay substantially more for each dollar of Apple’s earnings than for Nvidia’s, despite Nvidia’s stronger recent profitability. With AAPL trading at an elevated earnings multiple, the stock may require sustained iPhone, Services and AI growth to justify its premium. Nvidia versus Apple valuation comparison Analyst Ratings Changes A number of research analysts recently commented on AAPL shares. Oppenheimer restated a “market perform” rating on shares of Apple in a research note on Thursday, September 10th. Phillip Securities boosted their price target on shares of Apple from $290.00 to $300.00 and gave the company a “neutral” rating in a report on Monday, September 14th. Citigroup restated a “buy” rating on shares of Apple in a research note on Thursday, September 10th. Weiss Ratings downgraded shares of Apple from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, September 18th. Finally, Seaport Research Partners lowered shares of Apple from a “buy” rating to a “neutral” rating in a research report on Monday, August 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $340.02. Check Out Our Latest Stock Report on Apple

Apple Trading Up 0.9% Shares of AAPL stock opened at $336.67 on Thursday. The company has a market capitalization of $4.91 trillion, a P/E ratio of 38.61, a P/E/G ratio of 2.66 and a beta of 1.07. Apple Inc. has a 12-month low of $243.42 and a 12-month high of $345.34. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The firm has a 50-day moving average price of $321.92 and a 200 day moving average price of $302.11.

Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.13. The firm had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.57 earnings per share. Research analysts forecast that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple’s dividend payout ratio is 12.39%.

Insiders Place Their Bets In related news, SVP Jennifer Newstead sold 2,399 shares of the firm’s stock in a transaction on Tuesday, September 29th. The stock was sold at an average price of $336.18, for a total transaction of $806,495.82. Following the completion of the sale, the senior vice president directly owned 41,992 shares of the company’s stock, valued at $14,116,870.56. This trade represents a 5.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO John Ternus sold 25,412 shares of Apple stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $332.94, for a total value of $8,460,671.28. Following the completion of the transaction, the chief executive officer owned 59,567 shares of the company’s stock, valued at approximately $19,832,236.98. The trade was a 29.90% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 276,984 shares of company stock valued at $92,116,025 in the last 90 days. Insiders own 0.06% of the company’s stock.

Apple Company Profile (Free Report)

Apple Inc is a technology company that designs, develops and markets consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and software platforms, including iOS, macOS, iPadOS, watchOS and visionOS.

Apple’s services business includes the App Store, Apple Music, Apple TV+, Apple Arcade, Apple News+, Apple Fitness+ and iCloud.

Featured Articles Five stocks we like better than Apple Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Veritas Asset Management LLP reduced its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 12.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,280,144 shares of the e-commerce giant’s stock after selling 339,180 shares during the period. Amazon.com makes up about 10.1% of Veritas Asset Management LLP’s investment portfolio, making the stock its largest position. Veritas Asset Management LLP’s holdings in Amazon.com were worth $543,450,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AMZN. Connective Capital Management LLC raised its holdings in shares of Amazon.com by 23.2% in the 2nd quarter. Connective Capital Management LLC now owns 7,580 shares of the e-commerce giant’s stock worth $1,807,000 after purchasing an additional 1,428 shares in the last quarter. Arizona State Retirement System boosted its holdings in Amazon.com by 5.0% during the second quarter. Arizona State Retirement System now owns 2,766,561 shares of the e-commerce giant’s stock worth $644,737,000 after buying an additional 130,523 shares in the last quarter. Edge Wealth Management LLC grew its position in Amazon.com by 0.4% in the second quarter. Edge Wealth Management LLC now owns 21,337 shares of the e-commerce giant’s stock worth $5,085,000 after buying an additional 95 shares during the last quarter. Waverly Advisors LLC increased its holdings in shares of Amazon.com by 28.4% in the second quarter. Waverly Advisors LLC now owns 789,836 shares of the e-commerce giant’s stock valued at $186,679,000 after buying an additional 174,854 shares in the last quarter. Finally, Empirical Finance LLC increased its holdings in shares of Amazon.com by 1.4% in the second quarter. Empirical Finance LLC now owns 382,114 shares of the e-commerce giant’s stock valued at $89,206,000 after buying an additional 5,101 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Analysts see AWS and Amazon’s AI services as major growth drivers. AWS sales reportedly rose 37% to $42.2 billion, while Amazon’s AI business surpassed a $25 billion annual revenue run rate. Analysts also view AI agents as potentially increasing commerce activity rather than undermining Amazon’s model. Amazon AI Boom Positive Sentiment: The FCC is preparing to vote on auctioning prime spectrum for satellite-to-smartphone services, a move that could benefit Amazon’s satellite ambitions and expand future connectivity opportunities. FCC Spectrum Auction Positive Sentiment: Prime Big Deal Days provides a near-term test of consumer demand and a potential boost to fourth-quarter retail sales. Amazon is also expanding Prime Video’s reach through a six-year global deal to stream the Emmy Awards free to viewers, supporting advertising and audience growth. Amazon Emmy Streaming Deal Positive Sentiment: ARK Invest reportedly purchased approximately $31 million of Amazon shares, adding a supportive institutional-investor signal. ARK Invest Buys Amazon Neutral Sentiment: A proposed structure involving roughly $8 billion of Nvidia chips could help Amazon finance AI infrastructure and preserve capital flexibility, but it also underscores the substantial cost and financing burden of the AWS expansion. Amazon Nvidia Chip Financing Negative Sentiment: Investors remain concerned that aggressive AI capital spending could pressure free cash flow before new data centers generate sufficient returns. Rising interest rates, power constraints and possible delays in infrastructure deployment add to the risk. Amazon Data Center Spending Risks Negative Sentiment: Prime Big Deal Days is occurring amid weak consumer confidence, creating uncertainty over the strength and profitability of promotional sales. Public attention to Amazon’s highly detailed customer profiles could also create privacy-related reputational risk. Amazon Customer Profiles Insider Transactions at Amazon.com In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 6,362 shares of the company’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the transaction, the chief executive officer directly owned 476,681 shares in the company, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 71,589 shares of company stock valued at $18,580,515. Corporate insiders own 8.90% of the company’s stock. Wall Street Analysts Forecast Growth Several research firms have recently weighed in on AMZN. Royal Bank Of Canada raised their price objective on Amazon.com from $320.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Susquehanna reaffirmed a “positive” rating on shares of Amazon.com in a report on Tuesday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Roth Capital reissued a “buy” rating and issued a $325.00 price target on shares of Amazon.com in a research note on Monday, August 3rd. Finally, KeyCorp boosted their price objective on Amazon.com from $335.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average target price of $322.86.

View Our Latest Stock Report on AMZN

Amazon.com Trading Up 1.4% Shares of NASDAQ:AMZN opened at $259.92 on Thursday. The firm has a fifty day moving average of $258.64 and a two-hundred day moving average of $249.45. The firm has a market capitalization of $2.80 trillion, a P/E ratio of 20.91, a price-to-earnings-growth ratio of 1.98 and a beta of 1.45. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the prior year, the business posted $1.68 earnings per share. Amazon.com’s revenue for the quarter was up 19.6% compared to the same quarter last year. On average, equities analysts expect that Amazon.com, Inc. will post 8.03 EPS for the current fiscal year.

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon’s major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

Read More Five stocks we like better than Amazon.com Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Baird Financial Group Inc. boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 4.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,708,507 shares of the e-commerce giant’s stock after purchasing an additional 246,613 shares during the quarter. Amazon.com comprises about 1.9% of Baird Financial Group Inc.’s investment portfolio, making the stock its 10th largest holding. Baird Financial Group Inc. owned about 0.05% of Amazon.com worth $1,360,566,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Auto Owners Insurance Co raised its position in shares of Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. Bank of America Corp DE acquired a new position in Amazon.com during the second quarter valued at approximately $22,218,775,000. Bank of New York Mellon Corp acquired a new position in Amazon.com during the second quarter valued at approximately $16,341,405,000. Amundi increased its stake in Amazon.com by 3.9% in the second quarter. Amundi now owns 63,822,242 shares of the e-commerce giant’s stock valued at $15,211,393,000 after purchasing an additional 2,421,739 shares in the last quarter. Finally, Invesco Ltd. increased its stake in Amazon.com by 3.3% in the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock valued at $13,757,993,000 after purchasing an additional 1,879,630 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Price Performance Shares of AMZN opened at $259.92 on Thursday. The stock has a market capitalization of $2.80 trillion, a P/E ratio of 20.91, a P/E/G ratio of 1.98 and a beta of 1.45. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a 50 day moving average of $258.64 and a 200-day moving average of $249.45. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the firm posted $1.68 earnings per share. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.03 EPS for the current fiscal year. Amazon.com News Summary Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Analysts see AWS and Amazon’s AI services as major growth drivers. AWS sales reportedly rose 37% to $42.2 billion, while Amazon’s AI business surpassed a $25 billion annual revenue run rate. Analysts also view AI agents as potentially increasing commerce activity rather than undermining Amazon’s model. Amazon AI Boom Positive Sentiment: The FCC is preparing to vote on auctioning prime spectrum for satellite-to-smartphone services, a move that could benefit Amazon’s satellite ambitions and expand future connectivity opportunities. FCC Spectrum Auction Positive Sentiment: Prime Big Deal Days provides a near-term test of consumer demand and a potential boost to fourth-quarter retail sales. Amazon is also expanding Prime Video’s reach through a six-year global deal to stream the Emmy Awards free to viewers, supporting advertising and audience growth. Amazon Emmy Streaming Deal Positive Sentiment: ARK Invest reportedly purchased approximately $31 million of Amazon shares, adding a supportive institutional-investor signal. ARK Invest Buys Amazon Neutral Sentiment: A proposed structure involving roughly $8 billion of Nvidia chips could help Amazon finance AI infrastructure and preserve capital flexibility, but it also underscores the substantial cost and financing burden of the AWS expansion. Amazon Nvidia Chip Financing Negative Sentiment: Investors remain concerned that aggressive AI capital spending could pressure free cash flow before new data centers generate sufficient returns. Rising interest rates, power constraints and possible delays in infrastructure deployment add to the risk. Amazon Data Center Spending Risks Negative Sentiment: Prime Big Deal Days is occurring amid weak consumer confidence, creating uncertainty over the strength and profitability of promotional sales. Public attention to Amazon’s highly detailed customer profiles could also create privacy-related reputational risk. Amazon Customer Profiles Insider Transactions at Amazon.com In related news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $31,024,217.80. This represents a 1.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 71,589 shares of company stock worth $18,580,515. 8.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth AMZN has been the topic of a number of recent analyst reports. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Cantor Fitzgerald restated an “overweight” rating on shares of Amazon.com in a research report on Monday. Benchmark raised their price objective on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Royal Bank Of Canada lifted their target price on Amazon.com from $320.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 target price on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $322.86.

Check Out Our Latest Stock Analysis on AMZN

Amazon.com Profile (Free Report)

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon’s major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

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Firetrail Investments PTY Ltd. purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 19,160 shares of the software giant’s stock, valued at approximately $7,104,000. Microsoft makes up approximately 2.0% of Firetrail Investments PTY Ltd.’s investment portfolio, making the stock its 23rd largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Friedenthal Financial increased its holdings in shares of Microsoft by 6.2% during the first quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock worth $160,000 after buying an additional 25 shares in the last quarter. Sequent Planning LLC boosted its holdings in shares of Microsoft by 0.7% during the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock valued at $1,382,000 after acquiring an additional 25 shares in the last quarter. Riverpoint Wealth Management Holdings LLC grew its position in Microsoft by 0.5% during the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock worth $2,052,000 after acquiring an additional 26 shares during the last quarter. American Investment Services Inc. grew its position in Microsoft by 3.1% during the 1st quarter. American Investment Services Inc. now owns 876 shares of the software giant’s stock worth $324,000 after acquiring an additional 26 shares during the last quarter. Finally, REAP Financial Group LLC increased its holdings in Microsoft by 1.1% in the 2nd quarter. REAP Financial Group LLC now owns 2,453 shares of the software giant’s stock worth $915,000 after purchasing an additional 26 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Activity In other news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the transaction, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 143,009 shares of company stock worth $71,420,699 in the last three months. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance Shares of MSFT stock opened at $529.76 on Thursday. The stock has a market capitalization of $3.93 trillion, a PE ratio of 29.50, a PEG ratio of 1.70 and a beta of 1.10. The business’s 50 day simple moving average is $498.31 and its 200 day simple moving average is $433.03. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the business earned $3.65 EPS. As a group, research analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is 20.27%.

Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Wall Street Analyst Weigh In A number of brokerages have recently commented on MSFT. Oppenheimer lifted their price target on Microsoft from $515.00 to $570.00 and gave the company an “outperform” rating in a research note on Tuesday, September 22nd. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. BNP Paribas Exane lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday. Rothschild & Co Redburn set a $440.00 target price on shares of Microsoft in a research report on Monday, September 21st. Finally, Piper Sandler boosted their target price on shares of Microsoft from $550.00 to $610.00 and gave the stock an “overweight” rating in a report on Wednesday, September 30th. Forty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $578.73.

Read Our Latest Stock Report on Microsoft

Microsoft Company Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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Panoramic Capital Partners LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 40.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,149 shares of the software giant’s stock after selling 7,004 shares during the quarter. Microsoft makes up about 1.8% of Panoramic Capital Partners LLC’s portfolio, making the stock its 7th biggest holding. Panoramic Capital Partners LLC’s holdings in Microsoft were worth $3,786,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in MSFT. Frankly Finances LLC acquired a new position in shares of Microsoft in the second quarter valued at $35,000. MidAtlantic Capital Management Inc. bought a new position in shares of Microsoft in the fourth quarter valued at about $59,000. Fiduciary Advisors Inc. lifted its stake in shares of Microsoft by 37.4% during the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock worth $47,000 after buying an additional 34 shares during the last quarter. Persistent Asset Partners Ltd acquired a new stake in shares of Microsoft during the 2nd quarter worth about $60,000. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of Microsoft during the 4th quarter worth about $101,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Up 0.1% MSFT opened at $529.76 on Thursday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company has a 50-day simple moving average of $498.31 and a 200 day simple moving average of $433.03. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.50, a P/E/G ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the firm earned $3.65 EPS. Analysts predict that Microsoft Corporation will post 19.65 EPS for the current fiscal year. Microsoft Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Insider Activity In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes Several research analysts have weighed in on MSFT shares. Benchmark reissued a “buy” rating on shares of Microsoft in a report on Friday, July 24th. Jefferies Financial Group assumed coverage on Microsoft in a report on Monday. They set a “buy” rating for the company. Citigroup upgraded Microsoft from a “market outperform” rating to a “buy” rating in a research note on Monday. Cantor Fitzgerald lifted their price target on Microsoft from $522.00 to $608.00 and gave the stock an “overweight” rating in a report on Monday, September 21st. Finally, Morgan Stanley downgraded Microsoft from an “overweight” rating to a “negative” rating in a research note on Monday. Forty-one equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $578.73.

View Our Latest Report on Microsoft

Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Recommended Stories Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Oak Barrel Wealth Advisory LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 7,786 shares of the software giant’s stock, valued at approximately $2,904,000. Microsoft makes up 1.3% of Oak Barrel Wealth Advisory LLC’s investment portfolio, making the stock its 8th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the stock. Frankly Finances LLC purchased a new stake in shares of Microsoft in the second quarter worth about $35,000. Fiduciary Advisors Inc. grew its stake in Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after acquiring an additional 34 shares in the last quarter. MidAtlantic Capital Management Inc. purchased a new position in Microsoft during the fourth quarter valued at approximately $59,000. Persistent Asset Partners Ltd bought a new stake in Microsoft during the 2nd quarter worth approximately $60,000. Finally, Glynn Capital Management LLC increased its holdings in Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant’s stock worth $95,000 after acquiring an additional 65 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes MSFT has been the topic of a number of recent research reports. Barclays reduced their price target on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Citizens Jmp restated a “market outperform” rating and issued a $550.00 price objective on shares of Microsoft in a report on Tuesday, September 15th. Bank of America upped their price objective on shares of Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, September 1st. Truist Financial reaffirmed a “buy” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Finally, Tigress Financial lifted their target price on shares of Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Forty-one investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $578.73.

Get Our Latest Report on MSFT Insider Activity In related news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is currently owned by insiders.

Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Microsoft Stock Up 0.1% Shares of Microsoft stock opened at $529.76 on Thursday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company’s 50 day moving average price is $498.31 and its 200-day moving average price is $433.03. The stock has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.50, a P/E/G ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business posted $3.65 EPS. Equities research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 20.27%.

Microsoft Company Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Recommended Stories Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,161,916 shares of the software giant’s stock after buying an additional 1,003,560 shares during the quarter. Microsoft accounts for approximately 4.2% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 3rd biggest holding. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.27% of Microsoft worth $7,520,881,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Frankly Finances LLC bought a new position in Microsoft during the second quarter worth about $35,000. MidAtlantic Capital Management Inc. acquired a new stake in Microsoft during the fourth quarter valued at approximately $59,000. Fiduciary Advisors Inc. grew its stake in shares of Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after purchasing an additional 34 shares during the period. Persistent Asset Partners Ltd acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $60,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of Microsoft in the 4th quarter worth approximately $101,000. 71.13% of the stock is owned by institutional investors.

Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Analysts Set New Price Targets MSFT has been the topic of several recent analyst reports. Truist Financial reaffirmed a “buy” rating and issued a $575.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Rothschild & Co Redburn set a $440.00 price objective on Microsoft in a research note on Monday, September 21st. JPMorgan Chase & Co. reissued a “buy” rating on shares of Microsoft in a report on Monday, September 28th. KeyCorp restated an “overweight” rating on shares of Microsoft in a research note on Thursday, September 3rd. Finally, Wolfe Research lowered shares of Microsoft from an “outperform” rating to a “hold” rating in a report on Wednesday, September 23rd. Forty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $578.73. Get Our Latest Report on Microsoft

Insider Activity at Microsoft In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 0.1% Shares of NASDAQ MSFT opened at $529.76 on Thursday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The firm’s 50-day simple moving average is $498.31 and its 200 day simple moving average is $433.03. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The company has a market cap of $3.93 trillion, a price-to-earnings ratio of 29.50, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter last year, the company posted $3.65 EPS. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Microsoft Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Alta Advisers Ltd boosted its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 186.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 272,438 shares of the computer hardware maker’s stock after acquiring an additional 177,316 shares during the period. NVIDIA comprises approximately 12.4% of Alta Advisers Ltd’s holdings, making the stock its 2nd biggest holding. Alta Advisers Ltd’s holdings in NVIDIA were worth $54,512,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Bank of America Corp DE lifted its position in NVIDIA by 2.1% during the first quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker’s stock worth $33,345,453,000 after buying an additional 4,019,505 shares during the period. Invesco Ltd. grew its holdings in NVIDIA by 0.3% in the 4th quarter. Invesco Ltd. now owns 143,239,504 shares of the computer hardware maker’s stock valued at $26,714,167,000 after buying an additional 446,178 shares during the period. Amundi increased its stake in shares of NVIDIA by 10.4% during the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock valued at $23,329,141,000 after acquiring an additional 12,575,177 shares during the last quarter. J. Stern & Co. LLP lifted its holdings in shares of NVIDIA by 13,709.1% during the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after acquiring an additional 124,849,603 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in shares of NVIDIA by 0.6% in the first quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker’s stock worth $16,479,126,000 after acquiring an additional 555,221 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity In related news, CFO Colette Kress sold 34,918 shares of the firm’s stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the sale, the chief financial officer directly owned 765,103 shares in the company, valued at approximately $167,595,812.15. This trade represents a 4.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy Teter sold 30,460 shares of the business’s stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at $598,810,648. This trade represents a 1.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is currently owned by corporate insiders.

NVIDIA Stock Performance Shares of NVDA stock opened at $237.36 on Thursday. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The company has a market cap of $5.72 trillion, a PE ratio of 30.01, a P/E/G ratio of 1.85 and a beta of 2.22. The company’s fifty day simple moving average is $221.38 and its 200-day simple moving average is $208.88. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37. NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the prior year, the company earned $1.05 EPS. The firm’s revenue was up 105.9% on a year-over-year basis. As a group, equities research analysts anticipate that NVIDIA Corporation will post 9.25 EPS for the current year.

NVIDIA announced that its board has initiated a stock buyback program on Monday, September 28th that permits the company to buyback $150.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to buy up to 2.8% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were given a $0.25 dividend. The ex-dividend date of this dividend was Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio is presently 12.64%.

Wall Street Analyst Weigh In Several equities analysts recently commented on the stock. Piper Sandler assumed coverage on shares of NVIDIA in a research report on Wednesday, September 9th. They set an “overweight” rating and a $300.00 price target for the company. DA Davidson reissued a “buy” rating and set a $300.00 price objective on shares of NVIDIA in a research note on Thursday, August 27th. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a report on Friday, October 2nd. Itau BBA Securities cut their target price on NVIDIA from $256.00 to $218.00 in a research report on Wednesday, June 24th. Finally, Wells Fargo & Company set a $210.00 target price on NVIDIA in a report on Friday, October 2nd. Four investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $321.89.

Check Out Our Latest Stock Analysis on NVDA

Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: SpaceX may become a major new customer. SpaceX is reportedly seeking approximately $40 billion in debt financing—potentially including bank loans and investment-grade bonds—to purchase NVIDIA GPUs for its AI infrastructure. The proposed transaction would reinforce demand for NVIDIA’s chips, although the debt-funded nature of the purchase raises questions about customer financing risk. Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase Positive Sentiment: NVIDIA is expanding beyond data centers into PCs and edge AI. Microsoft unveiled the $2,599 Surface Laptop Ultra with an NVIDIA AI chip, while ASUS and other manufacturers began offering RTX Spark-powered systems for local AI workloads. This could broaden NVIDIA’s addressable market and create a new consumer and enterprise revenue stream. Microsoft to sell Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI infrastructure adoption remains widespread. NVIDIA-backed Lambda is reportedly targeting up to $4 billion in additional funding ahead of a planned IPO, while robotics, sovereign-AI and cloud-computing companies continue announcing deployments using NVIDIA platforms. These developments support the company’s ecosystem and long-term demand outlook. Nvidia-backed Lambda targets $4 billion raise Positive Sentiment: Analyst sentiment remains bullish. Morgan Stanley raised its price target, and consensus estimates cited by analysts imply additional upside. NVIDIA’s prior quarterly earnings beat and more-than-doubling revenue growth continue to support the bullish case. Neutral Sentiment: Market conditions are mixed. Rising oil prices tied to renewed Strait of Hormuz tensions pressured broader equities, while investors also remained focused on interest rates and Federal Reserve minutes. Negative Sentiment: Valuation and concentration risks are becoming more prominent. NVIDIA is approaching a $6 trillion market capitalization after a powerful rally, increasing the potential for profit-taking. Michael Burry has reportedly shifted to longer-dated put options on NVIDIA, citing the risk of an eventual AI downturn. Negative Sentiment: Trade and execution risks could weigh on the shares. Fresh tariff threats and concerns about margin compression, inventory levels and the sustainability of debt-financed AI spending are tempering enthusiasm. Investors may also be reluctant to chase the stock near record highs without evidence that earnings growth can continue to exceed elevated expectations. About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Featured Stories Five stocks we like better than NVIDIA Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Elefante Mark B lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 21.8% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 68,115 shares of the computer hardware maker’s stock after purchasing an additional 12,213 shares during the period. NVIDIA comprises 5.9% of Elefante Mark B’s holdings, making the stock its 3rd biggest position. Elefante Mark B’s holdings in NVIDIA were worth $13,629,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Boyd Wealth Management LLC increased its holdings in shares of NVIDIA by 273.4% in the second quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker’s stock valued at $1,830,000 after purchasing an additional 6,696 shares during the period. Altshuler Shaham Ltd lifted its holdings in shares of NVIDIA by 6,451.9% during the first quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock worth $111,134,000 after purchasing an additional 627,510 shares during the period. Storen Legacy Partners LLC purchased a new stake in NVIDIA in the fourth quarter valued at approximately $1,350,000. Baker Tilly Wealth Management LLC raised its position in NVIDIA by 7.4% during the 2nd quarter. Baker Tilly Wealth Management LLC now owns 71,898 shares of the computer hardware maker’s stock worth $14,386,000 after buying an additional 4,958 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in NVIDIA by 3.6% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 26,652,420 shares of the computer hardware maker’s stock valued at $4,970,704,000 after acquiring an additional 936,506 shares during the period. 65.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets A number of analysts have recently weighed in on the stock. President Capital increased their price objective on shares of NVIDIA from $295.00 to $330.00 in a research note on Thursday, August 27th. Mizuho set a $315.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research report on Thursday, August 27th. Wedbush boosted their price objective on NVIDIA from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. The Goldman Sachs Group restated a “buy” rating on shares of NVIDIA in a research note on Thursday, September 10th. Finally, Melius Research set a $420.00 price target on NVIDIA in a research report on Thursday, August 27th. Four analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $321.89.

View Our Latest Report on NVIDIA NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: SpaceX may become a major new customer. SpaceX is reportedly seeking approximately $40 billion in debt financing—potentially including bank loans and investment-grade bonds—to purchase NVIDIA GPUs for its AI infrastructure. The proposed transaction would reinforce demand for NVIDIA’s chips, although the debt-funded nature of the purchase raises questions about customer financing risk. Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase Positive Sentiment: NVIDIA is expanding beyond data centers into PCs and edge AI. Microsoft unveiled the $2,599 Surface Laptop Ultra with an NVIDIA AI chip, while ASUS and other manufacturers began offering RTX Spark-powered systems for local AI workloads. This could broaden NVIDIA’s addressable market and create a new consumer and enterprise revenue stream. Microsoft to sell Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI infrastructure adoption remains widespread. NVIDIA-backed Lambda is reportedly targeting up to $4 billion in additional funding ahead of a planned IPO, while robotics, sovereign-AI and cloud-computing companies continue announcing deployments using NVIDIA platforms. These developments support the company’s ecosystem and long-term demand outlook. Nvidia-backed Lambda targets $4 billion raise Positive Sentiment: Analyst sentiment remains bullish. Morgan Stanley raised its price target, and consensus estimates cited by analysts imply additional upside. NVIDIA’s prior quarterly earnings beat and more-than-doubling revenue growth continue to support the bullish case. Neutral Sentiment: Market conditions are mixed. Rising oil prices tied to renewed Strait of Hormuz tensions pressured broader equities, while investors also remained focused on interest rates and Federal Reserve minutes. Negative Sentiment: Valuation and concentration risks are becoming more prominent. NVIDIA is approaching a $6 trillion market capitalization after a powerful rally, increasing the potential for profit-taking. Michael Burry has reportedly shifted to longer-dated put options on NVIDIA, citing the risk of an eventual AI downturn. Negative Sentiment: Trade and execution risks could weigh on the shares. Fresh tariff threats and concerns about margin compression, inventory levels and the sustainability of debt-financed AI spending are tempering enthusiasm. Investors may also be reluctant to chase the stock near record highs without evidence that earnings growth can continue to exceed elevated expectations. Insider Transactions at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the firm’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Colette Kress sold 34,918 shares of NVIDIA stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the sale, the chief financial officer directly owned 765,103 shares in the company, valued at approximately $167,595,812.15. This trade represents a 4.36% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock valued at $399,450,353 over the last ninety days. Insiders own 3.94% of the company’s stock.

NVIDIA Price Performance Shares of NASDAQ NVDA opened at $237.36 on Thursday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The firm has a fifty day moving average of $221.38 and a 200 day moving average of $208.88. The firm has a market cap of $5.72 trillion, a PE ratio of 30.01, a PEG ratio of 1.85 and a beta of 2.22. NVIDIA Corporation has a one year low of $164.27 and a one year high of $243.37.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company’s revenue was up 105.9% compared to the same quarter last year. During the same period last year, the firm posted $1.05 earnings per share. As a group, research analysts predict that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were paid a $0.25 dividend. The ex-dividend date of this dividend was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s payout ratio is currently 12.64%.

NVIDIA declared that its board has authorized a share buyback program on Monday, September 28th that allows the company to repurchase $150.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to purchase up to 2.8% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Featured Stories Five stocks we like better than NVIDIA Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.

Nvidia (NVDA -0.74%) is often seen as the stock to buy for investors interested in betting on the artificial intelligence (AI) revolution. That's because the company's graphics processing units (GPUs) play a key role in the development and use of AI and have generated mind-boggling revenue growth.

Nvidia's annual revenue has climbed 700% over the past five years, reaching $215 billion in the last fiscal year. And the pace continues, with Nvidia itself for the first time offering annual revenue guidance -- the company expects 70% growth in the next fiscal year. Considering this, you may expect Nvidia stock to be expensive. But the stock isn't. In fact, it's reached bargain levels, trading at only 25x forward earnings estimates.

Is Nvidia, at this dirt cheap price, a buy right now? Here are the bull and bear cases to consider before making a move.

Image source: Getty Images.

Nvidia dominates the AI chip market thanks to its early entry into this space and its commitment to innovation. These two elements have kept it a step ahead of rival chip designers in the data center market. On top of this, Nvidia recently turned its attention to a fresh area of high potential: The company is in the process of launching its first stand-alone central processing units (CPUs).

These are the chips found in every computer, but here's why Nvidia is interested now: They are the key chips needed to power agentic AI, which involves AI considering a problem and taking steps to solve it. Agentic AI is seen as the next AI growth driver, so this clearly is an important area for Nvidia. The company already predicts $20 billion in CPU sales this year and has said it aims for market leadership in this space.

Nvidia, fellow chip designers, and cloud service providers have all delivered the same message quarter after quarter: Demand for AI continues to soar. And with the AI market forecast to reach into the trillions of dollars by the end of the decade, Nvidia is well-positioned to benefit.

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The Nvidia bear caseNvidia's revenue is highly dependent on AI, with data center revenue making up 92% of total revenue in the most recent quarter. So any slowdown in AI spending could significantly hurt Nvidia's earnings and, eventually, its stock price.

What could cause such a slowdown? If cloud service providers see lower customer demand, they might decide to delay investments. So far, this hasn't been the case, but it remains a possibility -- and even a temporary reduction in AI spending may be difficult for Nvidia.

Though rivals would find it difficult to unseat Nvidia, they still could capture more and more market share as they continue to innovate -- and if their innovations please the AI customer, this could eventually weigh on Nvidia's pricing power.

Finally, Nvidia's sales to China -- a key AI market -- were blocked by the U.S. government back in April of 2025. Even though the U.S. has since authorized such sales, China's government has encouraged the use of local chips over imports. This could limit Nvidia's growth potential over time, and eventually, China may develop high-performance rival chips.

Should you favor the bull or bear case?It's true that, in recent times, investors have worried about a potential slowdown in AI spending and the impact it may have on companies such as Nvidia. Demand today remains strong, with tech giants aiming to spend nearly $700 billion this year on infrastructure. Any slowdown could indeed represent a big hurdle for Nvidia, but it's unlikely that even this would alter the bright long-term AI story. Companies have already applied AI to some degree and seen its value, so they're likely to want to continue benefiting from the technology as it develops.

Meanwhile, Nvidia's venture into the CPU market offers the company a fresh growth driver in the quarters to come. With this complete picture in mind, and Nvidia's bargain valuation today, I favor the bull case and consider Nvidia a top AI stock to buy now.