13 October 2026 | 12:12 Cardano and Bitcoin treasury firm Strive surfaced in a podcast debate over a question many long-term crypto holders eventually face: would they make the same purchase today?
Key Takeaways Lark Davis says long-held crypto positions should be tested against current alternatives. ADA and Strive shares depend on different sources of value and risk. Distance from a previous all-time high says little on its own about either asset’s current case. Crypto YouTuber Lark Davis, known online as The Crypto Lark, has spent several market cycles discussing Bitcoin, altcoins and crypto-linked equities with a large retail audience. In recent podcast, he used Cardano and Strive to challenge a familiar habit: keeping an old position because it has been there for years.
“Every day that you’re holding it, you’re continuing to buy it,” Davis said.
The line captures the useful part of the discussion. A past entry price does not decide whether a position still belongs in a portfolio. The harder question is whether its current thesis still makes sense beside the alternatives available today.
ADA and ASST answer different investment questions The comparison becomes more complicated once the two assets are separated. ADA is Cardano’s native token, while ASST is a share in a public company that has adopted a Bitcoin treasury strategy.
Question Cardano (ADA) Strive (ASST) What is being valued? A token tied to Cardano’s network, liquidity and ecosystem activity. Equity in a listed company that holds Bitcoin and raises capital around that strategy. What can move the price? Network demand, token use, staking, liquidity and broader crypto sentiment. Bitcoin’s price, Bitcoin held per share, financing conditions and the value investors place on the company. What investors must monitor Whether Cardano converts development and ecosystem growth into sustained demand for ADA. Share issuance, debt or preferred claims, and whether new capital increases Bitcoin exposure on a per-share basis. The distinction matters because a bullish Bitcoin view does not automatically settle the case for a Bitcoin treasury stock, just as Cardano’s technical development alone does not settle the case for ADA. Each position requires a separate chain of evidence.
Cardano’s current case rests on more than staking The podcast debate focused heavily on whether Cardano’s use supports its valuation. That question is better approached through a current network snapshot than through a comparison with an earlier bull market.
At the time of writing, CardanoScan showed about 21.45 billion ADA staked, equal to roughly 57.1% of circulating supply. The network also had more than 2,800 registered stake pools and over 126 million confirmed transactions since launch.
Those numbers describe a sizable staking base and a long-running network. The next layer of analysis involves active users, stablecoin liquidity, decentralised-finance activity and whether applications retain demand over time. DeFiLlama’s Cardano dashboard can provide part of that picture, though no single metric can capture an ecosystem on its own.
Cardano’s Bitcoin DeFi push gives investors a current case to follow beyond the announcement itself. At the time of writing, DeFiLlama listed $68.92 million in total value locked on Cardano and $68.25 million in stablecoin market capitalisation. Minswap, with $17.02 million in TVL, and lending protocol Liqwid, with $13.12 million, were the two largest applications by value locked. Those figures establish the current liquidity base; the next test is whether new Bitcoin DeFi products add durable activity and capital rather than simply redistribute what is already on the chain.
A Bitcoin treasury share adds a corporate layer Strive’s appeal in the podcast came from the prospect that a smaller Bitcoin treasury company could offer more upside than a large, established crypto asset.
The speakers described Strive and Strategy as ways to amplify Bitcoin exposure, which is why the comparison can appeal to Bitcoin-focused investors. Its own treasury dashboard reported 29,462 BTC held as of October 2, putting Bitcoin at the centre of the company’s equity story.
Yet the company’s share price also reflects how that Bitcoin position is financed. In a filing covering the period from April 1 to May 12, Strive said it issued about 3.89 million Class A shares and raised $58.4 million through its sales agreement. The proceeds supported its wider treasury strategy, while the issuance also changed the number of shares through which investors claim that value.
This is why Bitcoin treasury stocks need to be read as companies, not only as Bitcoin proxies. The same balance-sheet pressure has become visible at Strategy, where recent results placed Bitcoin holdings alongside preferred-dividend obligations and common-shareholder outcomes.
Why the 10x comparison stops short The most tempting part of the podcast comparison is also the least complete: both Cardano and Strive appear to offer substantial upside when measured against previous highs.
The comparison also drew on the contrast between buying Cardano in its earlier cycles and buying it today. That distinction matters, but a previous high still does not explain what would drive a return there.
Prices and return comparisons cited by the speakers during the podcast. They are historical reference points rather than forecasts. An earlier ADA peak came in a different market cycle, with different liquidity conditions and a different level of adoption across crypto. A previous ASST high needs even more context, because public-company prices can be affected by mergers, stock structure, capital raises and changes in the amount of Bitcoin held per share.
A return to an old level therefore requires more than a positive market. Cardano would need its network activity and token demand to support a stronger valuation. Strive would need Bitcoin exposure, capital allocation and its corporate structure to work in shareholders’ favour at the same time.
That is the gap between a chart comparison and an investment thesis.
The question that follows the podcast debate Davis’s challenge is useful when it is taken beyond the simple choice between Cardano and Strive. A holder can ask what evidence currently supports the position, what would weaken that view, and whether the asset still fits the role it was originally bought to fill.
For ADA, the focus is whether Cardano can translate network development into durable demand. For Strive, the focus is whether it can grow Bitcoin exposure per share without allowing financing costs or dilution to outweigh that progress.
Both questions depend on current execution. Neither can be answered by an old chart peak alone.
This article is for informational purposes only and does not constitute financial or investment advice. Crypto assets and publicly traded shares carry risk, and past performance does not guarantee future results.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Solada.fun, which calls itself the first Cardano launchpad on Solana, recorded 129,500 ADA in trading activity over the past 24 hours.
The development highlights strong interest in its cross-chain token launch platform. In an October 13 update, the platform reported 277 users, including 176 active traders. It also had 34 live token launches: 24 on Solana and 10 on Cardano.
Two tokens, $PAWS on Solana and $JUSTQ on Cardano, also graduated from the platform. Users earned more than 4,000 ADA in rewards during the same period.
These figures show Solada.fun’s early efforts to connect Cardano users and creators with Solana’s trading ecosystem.
Cardano and Solana numbers on Solada
How Solada Connects Cardano and Solana
Solada.fun launched its ADA-focused platform on October 9 as the first launchpad to connect Cardano and Solana. The project later confirmed that its cross-chain features were live.
The platform lets creators launch tokens on Solana through Pump.fun using Cardano wallets. Solana users can then buy and trade these tokens without needing a Cardano wallet.
This makes it easier for users to access projects on another blockchain without switching ecosystems.
Solada says it manages token supply across both blockchains using custodial reserves. It charges a launch fee of 15 ADA to help cover costs and liquidity, while creators receive rewards in ADA.
The platform aims to help Cardano creators reach more traders on Solana while still using ADA for parts of the process.
Could Solana Help Cardano Projects Reach More Users?
X user Kat said Cardano projects could reach more people by going where traders already are instead of trying to bring them to Cardano. Solana has a large trading community and strong liquidity, making it an attractive option for Cardano creators who want to reach more users.
The idea is to bring Cardano projects to Solana’s existing traders rather than asking those traders to switch to Cardano.
Credit where it's due, this is exactly the type of project that blows up in other ecosystems, is this going to be Cardano's moment?@soladafun is the 1st Cardano launchpad on Solana 👀
Creators can launch tokens on Solana using ADA/Cardano wallets, and Solana users can buy…
— Kat (@TheRealWeb3Kat) October 12, 2026
Solada’s latest figures show early user activity, and analysts are watching to see the platform maintain trading volumes, rewards, and user growth over time.
The platform has launched tokens on both Solana and Cardano, suggesting it aims to serve both communities. Solada’s long-term success will depend on keeping traders active, supporting token performance and maintaining growth beyond its initial launch period.
Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
The official Cardano Card X (formerly Twitter) account announced that the multi-chain crypto payment card associated with the Cardano ecosystem, Cardano Card, will be discontinued on October 31, 2026.
Important update for Cardano Card holders:
The Cardano Card will be discontinued on 31 Oct 2026. Your card will keep working as normal until then.
Wirex, our partner on the Cardano Card program, is moving to a non-custodial model and discontinuing its custodial infrastructure. Because of that, our partnership with Wirex ends on 31 Oct 2026.
If you hold a Cardano Card, this affects you directly, and we want you to hear it from us first.
Stay tuned for what comes next for the program, more details to be shared soon.
— Cardano Card (@cardano_card) October 13, 2026
In an important update for cardholders, the account said the Cardano Card will continue to function normally until the scheduled sunset date. The announcement gives users a deadline to prepare for the end of the service while they await further information about the program's future.
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This decision follows a change in business direction by Wirex, the partner behind the Cardano Card program. The announcement said Wirex will shut down its existing custodial infrastructure and move to a non-custodial model. Consequently, its partnership with the Cardano Card program will end on October 31, 2026.
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In November 2025, Emurgo announced a partnership with Wirex to launch the official Cardano Card, integrated into the Wirex app and accessible to over 6 million users in 130 countries.
The Cardano Card enables users to spend over 685 cryptocurrencies including ADA, BTC, ETH, and USDC, and pay anywhere Visa is accepted. Users can also access DeFi services such as loans and yield.
Now the card is set to be discontinued on October 31, 2026, leaving the Cardano community to seek answers on what comes next.
According to the notice by Cardano Card, for holders directly affected, it seeks to hear from them first. The account also indicated that more details about what comes next for the program would be shared soon.
October 31 remains key dateIt should be recalled that in July 2026, Emurgo, the entity behind the Cardano Card, announced it was stepping down from its duties as a member of the Pentad—a collaborative executive governance and strategic alignment structure formed by five key entities in the Cardano ecosystem to drive critical infrastructure deployment and growth—in order to focus on the SecondFi recovery process. This leaves the rest of the Pentad as Input Output, Cardano Foundation, Intersect, and Midnight Foundation.
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Given this, what comes next for the Cardano Card remains unknown, as it has not yet been confirmed whether a replacement card, a new service provider, or an alternative payment arrangement will be introduced.
For ADA holders who use the card, October 31, 2026, remains the key date to remember.
A massive token reserve looks like the ultimate safety net for a proof-of-stake blockchain. New research from the Cardano ecosystem suggests that the net may have holes in it.
A paper presented at the 8th Conference on Advances in Financial Technologies (AFT 2026) argues that a large stockpile of native tokens is not enough, on its own, to guarantee a network’s long-term security.
What the paper actually found
The research is titled “Reserve Depletion and Security Runway in Proof-of-Stake Systems.” It was co-authored by Paolo Penna of Input Output Global (IOG) and Manvir Schneider of the Cardano Foundation.
The Cardano Foundation presented the work at AFT 2026, held in London from October 6-9, 2026. The paper appears in the LIPIcs proceedings, dated October 2, 2026.
The central contribution is something the authors describe as a state-dependent reserve threshold. Think of it as a dividing line whose position moves depending on the current conditions of the network.
Above or below that line, a proof-of-stake system lands in one of three distinct security conditions:
Complete failure: the network cannot sustain adequate security, regardless of how things play out.
Reserve-dependent security: the network is secure, but only because the reserve is propping it up.
Fee-only security: the network can stay secure on transaction fees alone, with no need to dip into the reserve.
The authors built their model using discrete-time stochastic methods, treating key variables as uncertain rather than fixed. According to the research, the findings point to vulnerabilities that may persist even when reserves are substantial, particularly in the face of market volatility.
Why Cardano’s reserve design is a useful test case
Under Cardano’s design, 0.3% of the remaining reserves is drawn each epoch to fund rewards. Taking a fixed percentage from a pot means the absolute size of each withdrawal gets smaller as the pot itself shrinks.
Because the threshold is state-dependent, a network does not get assigned one permanent category. Shifts in market conditions could move it from one region to another.
What this means for investors and protocols
For investors, the most direct takeaway is that reserve size alone may be a misleading comfort metric. The research suggests two factors stand out: whether a protocol’s reserves are adequate relative to its security needs, and how its reward disbursement mechanism actually works over time. A slow, percentage-based drawdown behaves very differently from a fixed payout schedule, and both behave differently when markets swing.
There are clear limits to keep in mind. This is a theoretical model, not a verdict on any specific network’s present condition, and the paper does not predict when or whether any chain will cross into the failure region. What it offers is a framework for asking better questions.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Whale selling and declining network participation are putting Cardano under pressure.
After ending September with massive gains, Cardano appears to be struggling again, losing almost 12% in the past week alone.
But new data suggests that it could face more downside pressure as whale selling and weaker network activity raise concerns about its price outlook.
ADA Price at Risk?
According to crypto analyst Ali Martinez, large holders have sold more than 110 million ADA over the past five days. This adds selling pressure as the token approaches a key support level. To top that, network activity is also slowing. Daily active addresses have dropped 41.36%, after falling from 27,248 to 15,977. The decline indicates fewer users are interacting with the Cardano network.
All eyes are on the $0.24 support level. Martinez believes that a break below it could push ADA toward $0.21, near the lower boundary of its rising channel.
Despite the drop in daily active addresses, Cardano recently set a new transaction record for the first time in five years. During Epoch 660, the network handled 1,780,896 transactions, beating its previous high of 1,566,974 from November 2021. That works out to an average of 83.83 transactions per block, which is a new all-time high for the network.
While short-term signals exhibited a mixed picture, Crypto Patel is sticking to a much more optimistic view of ADA. The analyst believes Cardano could still have plenty of room to run. The analyst is now watching $0.2887, a level the crypto asset needs to close above on the two-week chart to confirm the breakout. If that happens, ADA’s rally could extend toward $0.50, $1, $2, $3, and eventually $5.
Other Developments
Beyond its price action, the ecosystem has seen a couple of notable developments. The Cardano Foundation rolled out CIP-0113, a new token standard for regulated assets last week. It lets issuers set rules on who can hold their tokens and freeze or seize holdings when required. The move could make it easier for banks and fund managers to bring assets like bonds and funds onto Cardano.
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Additionally, the foundation’s digital identity project, Veridian, has become an independent Swiss company. It has also tokenized its shares on Cardano and plans to build identity tools for businesses, governments, and AI agents.
Společnost Kinder Morgan po opravách obnovila dodávky zemního plynu do Mexika prostřednictvím plynovodu Tennessee Gas Pipeline a zrušila stav vyšší moci vyhlášený kvůli výpadku.
Key Takeaways KMI restored natural gas deliveries to Mexico after repairing its Tennessee Gas Pipeline infrastructure.KMI's pipeline network supports U.S. gas exports to Mexico for electricity generation and industrial use.KMI serves Mexico's growing gas needs through cross-border infrastructure linking U.S. supply to demand. Kinder Morgan, Inc. (KMI - Free Report) has resumed natural gas deliveries to Mexico through its Tennessee Gas Pipeline following repairs that resolved operational issues affecting cross-border shipments. The company lifted the force majeure declaration after restoring the affected pipeline infrastructure, marking an important development for its natural gas transportation business. The swift restoration highlights Kinder Morgan's operational responsiveness and the strategic importance of its pipeline network.
KMI’s Pipeline Restoration Strengthens ReliabilityThe disruption began after Tennessee Gas identified problems requiring the isolation of certain pipeline sections, including the Rio Bravo and Cenagas delivery points. Following repairs, KMI restored gas transportation services, limiting the duration of the interruption. The development reinforces the importance of maintaining reliable infrastructure to support uninterrupted energy supplies.
Mexico's Gas Dependence Benefits KMIMexico relies heavily on natural gas imports from the United States to meet its electricity generation and industrial requirements. The country's limited underground gas storage capacity increases its dependence on consistent pipeline deliveries. This reliance highlights the strategic value of Kinder Morgan's transportation infrastructure and supports the long-term importance of its cross-border operations.
Growing Demand Supports KMI’s Pipeline BusinessMexico's expanding electricity and industrial gas requirements underline the need for dependable transportation infrastructure. Kinder Morgan's Tennessee Gas Pipeline connects major U.S. producing regions with domestic and international markets, positioning the company to serve established natural gas demand centers. Sustained cross-border energy trade supports KMI's pipeline business.
What Does This Mean for KMI Investors?The restoration of gas flows to Mexico marks a positive development for Kinder Morgan, highlighting its ability to address operational disruptions and resume critical energy transportation services. Efficient pipeline operations help Kinder Morgan maintain strong customer relationships while ensuring steady revenues from its natural gas transportation business.
Despite potential operational disruptions, Kinder Morgan's extensive pipeline network and Mexico's increasing dependence on U.S. natural gas support steady transportation demand, reinforcing the company's business model, long-term cash generation and investment appeal.
KMI’s Zacks Rank & Key PicksKMI currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the energy sector include Shell plc (SHEL - Free Report) , Chevron Corporation (CVX - Free Report) and BP plc (BP - Free Report) . SHEL, CVX and BP currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of Zacks Rank #1 stocks here.
Shell has a diversified portfolio spanning oil and gas exploration, production, refining, chemicals and LNG operations. The London-based integrated energy giant is benefiting from strong upstream performance, improved refining margins and contributions from its global LNG business. In the second quarter of 2026, SHEL's adjusted earnings increased to approximately $9.8 billion from $6.9 billion in the preceding quarter. Shell's refineries achieved a record utilization rate of 102%, while its LNG Canada project reached full capacity, strengthening Shell's operational performance.
Chevron, headquartered in Houston, TX, has substantial upstream and downstream operations in major global markets. The leading integrated energy company continues to benefit from higher production volumes, improved operating efficiency and ongoing cost-reduction initiatives. In the second quarter of 2026, CVX reported earnings of $12.1 billion, while worldwide production increased 20% year over year. Chevron achieved record U.S. production of nearly 2.1 million barrels of oil equivalent per day and completed its $3 billion annual structural cost-reduction target six months ahead of schedule, supporting its profitability and cash generation prospects.
BP, headquartered in London, operates an integrated energy business covering oil and gas production, refining, marketing and renewable energy activities. The British energy major is focusing on portfolio optimization and asset monetization to improve financial flexibility and streamline its operations. As highlighted in its second-quarter 2026 earnings results, BP completed the divestment of its Gelsenkirchen refinery in Germany and initiated sale processes for its North Sea business and Archaea Energy. These initiatives align with BP's strategy to sharpen its portfolio focus, strengthen its balance sheet and direct capital toward higher-return opportunities.
Tether Invests in EFY Finance to Accelerate Institutional Stablecoin Usage in LATAM
13 October 2026 – Tether, the largest company in the digital asset industry, has announced an investment in EFY Finance as part of EFY Finance’s seed round to accelerate institutional use cases for USD₮ and USA₮. The investment aims to strengthen the infrastructure connecting stablecoins to the traditional financial system across Latin America.
EFY Finance is a financial infrastructure company providing stablecoin-based cross-border payments, accounts, and digital asset custody across Latin America. It offers on- and off-ramp infrastructure for USD₮ and USA₮, OTC services, wallets, and cards across more than 12 currencies and corridors, with settlement to local accounts in 17 countries. The company is licensed as a Digital Asset Service Provider in El Salvador and operates regulated services for more than 25,000 active individual and business accounts. EFY Finance believes money should move at the speed of the internet: as simple, fast, and clear as sending a message, without borders.
Tether’s investment reflects its commitment to supporting the growth of regulated infrastructure that connects stablecoins with banks, businesses, and institutional users. EFY Finance’s strong distribution, established customer base, and licensed infrastructure position the company to drive the next stage of institutional stablecoin use cases, particularly in Bolivia, Colombia, Mexico, El Salvador, Panama, and Ecuador, where it already has a meaningful presence.
“Across Latin America, the US dollar is a lifeline against inflation and capital controls. USD₮ and USA₮ are how people access it, but doing so simply and reliably takes regulated infrastructure, banking connections, and real distribution. That is the gap EFY Finance is positioned to close, bringing the dollar within easier reach across the region,” said Paolo Ardoino, CEO of Tether.
“Stablecoins have already become part of the financial infrastructure of Latin America. The challenge now is making them work seamlessly with the financial systems businesses use every day. That means connecting digital dollars with bank accounts, local payment networks, cards, and cross-border settlement. That is the infrastructure we are building at EFY Finance. Having Tether as a strategic investor gives us an exceptional collaborator to accelerate that vision and expand institutional access to USD₮ and USA₮ across the region,” said Andrés Tobón, Co-Founder and CEO of EFY Finance.
Tether’s investment in EFY Finance reflects a broader shift already underway across Latin America. According to Chainalysis, the region recorded nearly $1.5 trillion in cryptocurrency transaction volume between July 2022 and June 2025, making it one of the most dynamic regions. Persistent inflation, currency volatility, and restrictive capital controls in several countries continue to drive demand for stablecoins as a stable store of value and a hedge against local macroeconomic risk. Stablecoin purchases now account for over half of all exchange purchases. As regulatory frameworks mature and licensed infrastructure strengthens, Latin America is proving what’s possible when stablecoins meet real financial infrastructure. Tether and EFY Finance are excited to be part of this evolution.
About USA₮
USA₮ is a U.S.-dollar-backed stablecoin issued by Anchorage Digital Bank N.A., a federally chartered bank, that Tether, the global leader in stablecoin technology, has supported to launch. Purpose-built to serve the U.S. market and designed to comply with U.S. regulatory standards, USA₮ will be the foundational rail for the next generation of American commerce, trade, and finance.
USA₮ underscores Tether’s commitment to driving dominance and leadership in the evolving digital asset economy. As part of the broader Tether ecosystem, USA₮ will set a new benchmark in the U.S. for utility-driven stablecoins designed to deliver long-term value, strong governance, and real-world applications.
Important Note:
USA₮ is not legal tender (as described in section 5103 of title 31, United States Code) and will not be issued, backed, approved, or guaranteed by the U.S. government. USA₮ is not subject to the insurance protections of the Federal Deposit Insurance Corporation (FDIC), the Securities Investor Protection Corporation (SIPC), or any other government agency.
The issuer of USA₮ is Anchorage Digital Bank, N.A.
Earlier this year, Nvidia CEO called Marvell Technology (MRVL -0.21%) the next trillion-dollar business. At around $230 billion, Marvell is a fraction of the size of Nvidia, whose market cap is well over $5 trillion. But the business has been doing exceptionally well, and its share price is up around 200% this year.
Recently, Marvell’s management gave investors more reasons to remain bullish, revealing some promising guidance for the future.
Image source: Getty Images.
Marvell projects revenue to reach $80 billion by fiscal 2031Artificial intelligence (AI) has unlocked massive growth opportunities for Marvell, as it has for other tech companies. In its most recent fiscal year, which ended in January, the company's revenue totaled $8.2 billion, which was up an impressive 42% year over year.
However, in the longer run, by fiscal 2031, management expects revenue to be around $80 billion. With a significantly larger business, it's not difficult to see why Huang is so bullish about Marvell's upside. At about 10 times the size, its valuation could conceivably be 10 times larger as well, which could lead to Marvell blowing past the $1 trillion mark on the way to $2 trillion.
The assumption, of course, is that it continues to trade at multiples similar to those it trades at today and that its margins are comparable. But with so much growth on the horizon, there is clearly a lot of upside for Marvell's stock.
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Is Marvell's stock a no-brainer buy right now?As demand for custom chips grows due to AI, Marvell is in an excellent position to benefit from those growth opportunities. Its valuation is elevated today, with the stock trading at close to 90 times its trailing earnings, but the company's recent forecast highlighted why it may still be worth buying. With so much more growth in the long run, there's reason to remain bullish that, although the stock may look pricey right now, its valuation may still rise a lot higher in the future.
The caveat, however, is that in five years, a lot could change with respect to AI and the broader tech sector. There may be more competition as well. There's always going to be some risk when looking that far out, as forecasts can change. And that's something investors should consider.
Marvell's stock isn't cheap, and it does price in a lot of future growth already, but for investors who are prepared to hang on for at least five-plus years, this may be one of the better tech stocks to buy right now.
IDACORP plánuje do roku 2030 investovat 7,1 miliardy USD do výrobních kapacit a rozvodné sítě, protože Idaho Power očekává v příštích pěti letech průměrný roční růst maloobchodního prodeje elektřiny o 8,3 %.
Key Takeaways IDACORP added 15,000 customers as industrial revenues rose 17% in the second quarter of 2026.
IDA expects annual retail electricity sales growth of 8.3% and peak demand growth of 5.1% over five years.
IDACORP plans $7.1 billion in capital investments through 2030 to support rising electricity demand.
IDACORP, Inc. (IDA - Free Report) is benefiting from rising electricity demand across its service territory, driven by customer growth, industrial expansion and large-load customers. IDA’s subsidiary, Idaho Power, added approximately 15,000 customers, reflecting 2.3% annual growth through June 30, 2026, while IDACORP’s second-quarter industrial revenues increased 17%, including large contract customers.
Customer growth, excluding large contract customers and net of associated power supply costs and power cost adjustment mechanisms, increased second-quarter operating income by $4.5 million. These developments highlight how rising customer demand can support IDACORP’s financial performance.
According to its 2025 Integrated Resource Plan, Idaho Power expects retail electricity sales to increase 8.3% annually and peak demand to rise 5.1% annually over five years. Higher electricity use at Micron’s expanding facilities and Meta’s new data center is expected to generate additional revenues in the second half of 2026. The company also has a strong pipeline of potential large-load customers across multiple industries. New energy service agreements may include take-or-pay clauses, termination payments and credit protections, limiting financial risks.
IDACORP is investing in generation capacity, battery storage and transmission infrastructure to meet rising demand efficiently. Idaho Power forecasts 2026 capital expenditures of $1.3-$1.5 billion and plans to invest approximately $7.1 billion through 2030, averaging $1.42 billion annually. Thus, continued customer growth, higher industrial demand and new large-load revenues could support IDACORP’s sales and earnings outlook.
Rising Electricity Demand Supports Utility Industry GrowthGrowing electricity needs encourage utilities to invest in grid upgrades, additional generation capacity and improved service reliability. These investments meet rising demand, support regional development and strengthen long-term industry growth prospects. IDA and other utilities also benefit from growing customer demand.
Alliant Energy Corporation (LNT - Free Report) had 1,011,128 electric customers as of June 30, 2026, up 0.69% year over year, while natural gas customers increased 0.47% to 432,892, supporting its regulated utility operations.
Pinnacle West (PNW - Free Report) subsidiary Arizona Public Service (APS) reported 5.6% growth in weather-normalized electricity sales and 2.1% customer growth in the second quarter of 2026, supporting electricity revenues and helping offset higher costs.
IDA’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 and 2027 earnings per share (EPS) indicates a year-over-year increase of 8.31% and 8.42%, respectively.
Image Source: Zacks Investment Research
Debt to CapitalIDA's debt-to-capital currently stands at 50.08%, lower than the Zacks Utility - Electric Power industry’s 62.33%.
Image Source: Zacks Investment Research
IDA’s Stock Price PerformanceIn the past month, the company’s shares have risen 1.8% against the industry’s 0.5% decline.
Quanta Services zvýšila celoroční výhled tržeb na 39,3 až 39,7 mld. USD; rekordní objem nevyřízených zakázek dosáhl ke konci června 2026 53,4 mld. USD.
Key Takeaways Quanta shares surged 64.6% YTD, fueled by strong infrastructure demand and improving earnings.Quanta's record $53.4B backlog and strategic acquisitions support its revenue growth outlook.PWR's 36.92X forward P/E exceeds the industry's 23.67X, raising valuation concerns after its rally. Quanta Services, Inc. (PWR - Free Report) has delivered impressive stock market performance in 2026, supported by accelerating investments in electric infrastructure, power generation, data centers and grid modernization. Strong project demand, record backlog and improving profitability have strengthened investor confidence. However, following its substantial rally, the stock's elevated valuation raises questions about the sustainability of further gains.
Quanta's shares have surged 64.6% year to date (YTD), significantly outperforming the Zacks Engineering - R and D Services industry's 17.3% growth. The stock has also outpaced the Zacks Construction sector, which declined 2.3%, and the S&P 500 Index, which advanced 13.8% during the same period.
PWR Stock’s YTD Price Performance
Image Source: Zacks Investment Research
PWR is trading above its 50-day and 200-day moving averages, indicating sustained positive momentum. The rally reflects improving earnings expectations and confidence in Quanta's ability to capitalize on expanding infrastructure spending.
PWR Trades Above 50-Day, Above 200-Day SMAs
Image Source: Zacks Investment Research
Infrastructure Investment Strengthens Quanta's Growth ProspectsQuanta continues to benefit from increasing electricity demand, aging transmission infrastructure and investments in grid reliability. Utilities are expanding generation capacity, upgrading transmission networks and investing in grid modernization to accommodate electrification and growing power requirements.
Demand from artificial intelligence (AI), hyperscale data centers and advanced manufacturing facilities is creating additional opportunities. These projects require extensive electrical, mechanical and power infrastructure, supporting Quanta's expanding presence in technology and large-load markets.
The company's Electric Infrastructure Solutions segment reported 44% year-over-year revenue growth in second-quarter 2026, with operating margin reaching 11.5%. Its Underground Utility and Infrastructure Solutions segment recorded 31% revenue growth, with operating margin improving to 9.1%. These results highlight strong demand and operational execution.
Quanta's total backlog reached a record $53.4 billion at June 2026-end, including $32.3 billion scheduled within 12 months. Electric Infrastructure backlog stood at $43.8 billion, strengthening visibility into future revenues. The company also expects substantial opportunities from multi-year utility and power generation programs.
Acquisitions and Operating Strength Support Further ExpansionStrategic acquisitions are another important growth driver. During the second quarter and July 2026, Quanta acquired Phalcon, Enerfab, Percheron and PSD, strengthening its electrical, mechanical, fabrication and engineering capabilities.
These businesses broaden Quanta's geographic presence and improve its ability to execute complex infrastructure projects. Management expects the acquisitions to contribute approximately $1.2-$1.4 billion in revenues and $120-$140 million in adjusted EBITDA during 2026.
Quanta's self-performing workforce provides additional advantages by improving project execution, resource utilization and scheduling reliability. Its growing manufacturing capabilities, including the Hyosung HICO joint venture for high-voltage circuit breakers, should also strengthen supply-chain support.
Strong second-quarter performance prompted management to raise its full-year 2026 revenue guidance to $39.3-$39.7 billion and adjusted earnings per share (EPS) expectations to $16.45-$16.95. Free cash flow guidance is expected to be between $2 and $2.5 billion, providing financial flexibility for continued expansion.
Higher Earnings Estimates Reinforce PWR's OutlookAnalysts have become increasingly optimistic about Quanta's earnings prospects. Over the past 60 days, the Zacks Consensus Estimate for 2026 EPS has increased to $16.70 from $16.43, while the 2027 estimate rose to $19.41 from $19.23.
PWR’s EPS Estimate Revision Trend
Image Source: Zacks Investment Research
The revised estimates imply year-over-year earnings growth of 55.4% in 2026 and 16.2% in 2027. The Zacks Consensus Estimate for revenue indicates growth of 38.4% and 14.8% for 2026 and 2027, respectively. Importantly, the absence of downward EPS revisions during this period indicates improving confidence in the company's growth trajectory.
Wall Street sentiment remains favorable. Quanta has an average brokerage recommendation of 1.29, with 24 of 28 brokerage firms assigning Strong Buy recommendations. The average price target of $803.67 indicates potential upside of 15.7% from the last closing price.
Image Source: Zacks Investment Research
Premium Valuation and Execution Risks Warrant CautionDespite these favorable developments, Quanta's substantial share price appreciation has pushed its valuation to elevated levels.
PWR currently trades at 36.92X forward 12-month earnings, considerably above the industry's 23.67X multiple and its five-year median of 28.58X. Although the valuation remains within its five-year range of 17.01X-61.73X, the premium suggests that investors have already priced in considerable earnings growth.
PWR Valuation vs Industry - P/E (F12M)
Image Source: Zacks Investment Research
The company also faces execution-related challenges. Large infrastructure projects involve regulatory approvals, permitting requirements, weather disruptions and potential supply-chain constraints. Skilled labor shortages, wage inflation and higher material costs could pressure margins.
Furthermore, acquisition integration and the growing complexity of large-scale projects introduce operational risks. Management expects seasonal moderation in Electric Infrastructure margins during the fourth quarter, highlighting potential quarterly variability.
How Does Quanta Compare With Its Competitors?Quanta competes with MasTec (MTZ - Free Report) , MYR Group (MYRG - Free Report) and Primoris Services (PRIM - Free Report) across several infrastructure markets.
MasTec provides electric transmission, renewable energy and communications infrastructure services. MasTec shares have lost 4.8% YTD, significantly underperforming Quanta. MasTec trades at 17.33X forward earnings, indicating a substantial valuation discount.
MYR Group specializes in electrical construction, transmission, distribution and substation projects. MYR Group shares have gained 43.3% YTD, reflecting favorable utility infrastructure demand. However, MYR Group has trailed Quanta's rally. MYR Group trades at 22.88X forward earnings, below Quanta's multiple.
Primoris Services operates across power delivery, utility infrastructure, renewable energy and pipeline construction. Primoris Services shares have plunged 33.3% YTD, indicating weaker stock performance. Primoris Services trades at 18.75X forward earnings, also considerably below Quanta.
While Quanta has delivered stronger shareholder returns, its valuation premium relative to all three competitors increases the importance of sustained earnings growth.
PWR vs Peer Price Performance (YTD)
Image Source: Zacks Investment Research
Should Investors Hold PWR Stock After Its Rally?Quanta remains well-positioned to benefit from sustained infrastructure investment, expanding electricity requirements and growing data center demand. Record backlog, strategic acquisitions, improving earnings estimates and strong project execution support its medium-term growth outlook.
However, the stock's elevated valuation, substantial YTD gains and exposure to execution risks limit its near-term risk-reward appeal. Although favorable infrastructure demand could support additional upside, much of the expected growth appears reflected in the share price.
Given these competing factors, Quanta's Zacks Rank #3 (Hold) supports maintaining existing positions rather than aggressively pursuing the stock following its sharp rally. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Perpetual Ltd raised its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 964.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 153,149 shares of the technology company’s stock after acquiring an additional 138,759 shares during the period. Perpetual Ltd’s holdings in Arista Networks were worth $31,180,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in the stock. JGP Wealth Management LLC bought a new position in Arista Networks during the 3rd quarter worth approximately $255,000. RTD Financial Advisors Inc. bought a new position in shares of Arista Networks during the third quarter worth $358,000. Gallagher Capital Advisors LLC bought a new position in shares of Arista Networks during the third quarter worth $3,256,000. Armstrong Advisory Group Inc. grew its holdings in shares of Arista Networks by 23.8% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,550 shares of the technology company’s stock valued at $316,000 after buying an additional 298 shares during the period. Finally, Marquette Asset Management LLC increased its position in shares of Arista Networks by 10,000.0% in the 3rd quarter. Marquette Asset Management LLC now owns 1,414 shares of the technology company’s stock valued at $288,000 after buying an additional 1,400 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.
Insiders Place Their Bets
In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the completion of the transaction, the insider owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38. Following the completion of the sale, the chief executive officer directly owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This represents a 4.47% 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. Over the last ninety days, insiders sold 3,468,906 shares of company stock valued at $706,366,437. Company insiders own 2.70% of the company’s stock.
Analyst Ratings Changes
ANET has been the topic of several research analyst reports. Piper Sandler reaffirmed an “overweight” rating and set a $240.00 price objective (up from $181.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Rosenblatt Securities boosted their target price on Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Wells Fargo & Company reissued an “overweight” rating and issued a $255.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Needham & Company LLC restated a “buy” rating and issued a $260.00 price target (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. Finally, Erste Group Bank raised Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $235.45.
Get Our Latest Report on ANET
Arista Networks Stock Down 2.8%
Arista Networks stock opened at $210.72 on Tuesday. The stock has a market capitalization of $265.76 billion, a PE ratio of 66.47, a price-to-earnings-growth ratio of 2.52 and a beta of 1.60. Arista Networks, Inc. has a twelve month low of $114.52 and a twelve month high of $217.41. The company has a 50 day moving average of $198.62 and a 200-day moving average of $172.87.
Arista Networks (NYSE:ANET – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion for the quarter, compared to analyst estimates of $2.83 billion. During the same period last year, the business posted $0.73 earnings per share. The firm’s quarterly revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.78 EPS for the current fiscal year.
(Free Report)
Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.
The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.
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Akcie společnosti Ryder System za poslední rok vzrostly o 32,1 % a firma v roce 2025 vrátila akcionářům 664 milionů USD, zejména prostřednictvím zpětného odkupu akcií.
Key Takeaways Ryder System shares gained 32.1% in a year, outpacing the equipment and leasing industry's 9.3% growth.R's relocated New Jersey truck centers enhance market reach, customer access and operational efficiency.R returned $664 million to shareholders in 2025, including $519M in buybacks & $145M in dividends. Ryder System (R - Free Report) is benefiting from its proactive expansion initiatives that are boosting the company’s operational efficiency. The company’s commitment to shareholders is encouraging and bodes well for its prospects. Due to these tailwinds, R shares have performed impressively on the bourse. If you have not taken advantage of its share price appreciation yet, it’s time to do so.
Let’s delve deeper.
Factors Favoring R StockNorthward Earnings Estimate Revision: The Zacks Consensus Estimate for earnings per share (EPS) has been revised upward by 14.09% year over year for 2026. For 2027, the consensus mark for EPS has moved 21.5% north over the same time frame. The favorable estimate revisions indicate brokers’ confidence in the stock.
Robust Price Performance: A look at the company’s price trend reveals that its shares have gained 32.1% over the past year, surpassing the Zacks Transportation - Equipment and Leasing industry’s 9.3% growth.
Image Source: Zacks Investment Research
Positive Earnings Surprise History: Ryder System has an encouraging earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters and missed once in the remaining, delivering an average surprise of 2.53%.
Solid Zacks Rank: R currently carries a Zacks Rank #2 (Buy).
Bullish Industry Rank: The industry to which R belongs currently has a Zacks Industry Rank of 37 (out of 247). Such a favorable rank places it in the top 15% of Zacks Industries. Studies show that 50% of a stock’s price movement is directly related to the performance of the industry group to which it belongs.
A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Reckoning the industry’s performance becomes imperative in this context.
Growth Factors: Ryder System is benefiting from its proactive expansion initiatives, strengthening its presence in the Northeast through new and relocated used truck centers in Newark and North Bergen, NJ. These investments enhance customer access to major ports, freight corridors and distribution hubs, positioning the company closer to key logistics markets. The Newark facility is also expected to improve operational efficiency by bringing multiple fleet management solutions under one roof, while the North Bergen location expands Ryder’s reach into a new market south of the George Washington Bridge. These developments could support used vehicle sales and reinforce the company’s integrated transportation service offering.
Ryder’s 2026 E-commerce Consumer Study highlights shifting consumer preferences, with increasing AI adoption, faster delivery expectations and growing demand for seamless omnichannel fulfillment. With 64% of shoppers using AI-assisted tools and 39% expecting delivery within one to two days, retailers face mounting pressure to improve logistics capabilities and fulfillment efficiency. Additionally, the growing popularity of alternative pickup options and flexible returns underscores the importance of integrated supply chain solutions.
These trends create growth opportunities for Ryder’s e-commerce fulfillment, last-mile delivery and omnichannel logistics services as retailers prioritize speed, convenience and customer satisfaction. However, rising delivery expectations and demand for free returns could increase operating costs and pressure profitability. Ryder’s ability to leverage technology-driven logistics solutions and operational efficiencies could strengthen its competitive position and support long-term growth.
Moreover, R’s focus on returning capital to shareholders through dividends and buybacks aligns with its strategy of maintaining a balanced and sustainable growth model. Ryder System returned $456 million in cash to shareholders in 2024 and increased total capital returns to $664 million in 2025, including $519 million in share repurchases and $145 million in cash dividends. The company consistently increased cash dividend payments from $128 million in 2023 to $135 million in 2024 and $145 million in 2025, reflecting strong cash generation and continued emphasis on shareholder returns.
Other Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider other top-ranked stocks like Wabtec (WAB - Free Report) and Herc Holdings (HRI - Free Report) .
WAB currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
WAB has an expected earnings growth rate of more than 21.4% for 2026. The company has an encouraging earnings surprise history. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 4.18%.
Herc Holdings currently sports a Zacks Rank #1.
HRI has a negative expected earnings growth rate of 7.36% for the current year. However, the company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 60.64%.
AeroVironment a NIOA podepsaly nezávazné memorandum s cílem prozkoumat možnosti lokalizace, společné výroby, podpory a udržování jednocestných útočných systémů AV v Austrálii.
Companies to explore Australian production, integration, sustainment and support for AV’s one-way attack systems.
PERTH, Australia--(BUSINESS WIRE)--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) and NIOA Australia have signed a memorandum of understanding (MOU) to explore opportunities to expand Australian industry participation supporting AV’s one-way attack systems.
Signed during LAND FORCES 2026, the agreement establishes a framework for AV and NIOA to identify and facilitate a path forward for the localization, co-production and sustainment of AV’s one-way attack systems in Australia.
Under the MOU, the companies will explore opportunities to combine AV’s autonomous systems with NIOA’s sovereign weapons and munitions expertise. Potential areas of cooperation include local manufacturing and integration, in-country support and sustainment, and the development of Australian variants incorporating NIOA-developed payloads, warheads and mission effects where technically, commercially and legally feasible.
“AV’s one-way attack systems are proven capabilities with growing demand from U.S. allies and partners around the world,” said Wahid Nawabi, chairman, president and chief executive officer of AeroVironment. “Our collaboration with NIOA creates a pathway to expand that capability in Australia and explore how Australian industry can contribute to the manufacture, integration, support and sustainment of AV’s one-way attack systems.”
The MOU also contemplates NIOA serving, subject to final agreements and required approvals, as an Australian distributor and authorized support partner for AV's one-way attack systems. The companies plan to evaluate opportunities for NIOA to support Australian customer engagement, training, logistics, maintenance coordination, inventory management and other in-country sustainment activities.
The parties also share a non-binding ambition to explore the establishment of Australia as a regional center of excellence for advanced launched effects and loitering munitions, combining AV’s autonomous systems with NIOA’s sovereign weapons and munitions expertise. The MOU contemplates potential local manufacture, integration, sustainment and future capability development for Australian and allied customers, subject to applicable laws, approvals and subsequent agreements.
The MOU is non-binding, and any future technology transfer, manufacturing, distribution or other commercial activities will be subject to applicable U.S. and Australian laws and regulations, required government approvals and separate definitive agreements between AV and NIOA.
About AV
AeroVironment (“AV”) (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber. The Company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities—built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. For more information, visit www.avinc.com.
About NIOA
NIOA is a privately-owned global munitions company established in Queensland, Australia, in 1973. Its operations include NIOA Australia, NIOA New Zealand, the Australian Missile Corporation, Barrett Firearms in the United States, NIOA United Kingdom and joint venture Rheinmetall NIOA Munitions. NIOA is a major tenant at the Australian Government-owned munitions facility at Benalla, Victoria, and a joint venture partner in the Rheinmetall NIOA Munitions artillery shell forging plant at Maryborough, Queensland.
Safe Harbor Statement
Certain statements in this press release may constitute “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations, forecasts, and assumptions that involve risks and uncertainties, which could cause actual results to differ materially. Factors that may cause such differences include, but are not limited to, our ability to perform under existing contracts and obtain new ones; regulatory changes; competitor activities; market growth; product development challenges; and general economic conditions. For a more detailed discussion of these risks, please refer to AeroVironment’s filings with the Securities and Exchange Commission. We undertake no obligation to update forward-looking statements as a result of new information or future events.
ManpowerGroup cílí do roku 2028 na trvalé roční úspory ve výši 200 mil. USD; nástroje AI mají do konce roku 2026 pokrýt přibližně 70 % tržeb společnosti.
Key Takeaways ManpowerGroup's growth is fueled by strong Americas & Southern Europe revenues & cost optimization efforts.MAN targets $200M in annual savings by 2028, while AI adoption is expected to boost operating efficiency.MAN maintains a 72-cent semi-annual dividend, but declining cash reserves & staffing competition pose risks.
ManpowerGroup’s (MAN - Free Report) diversified geographic presence supports revenue growth, led by the Americas and Southern Europe. Cost optimization and Artificial Intelligence (AI)-driven productivity gains should improve operating efficiency and support long-term margin expansion. Stable dividends and an improving operating outlook reinforce its commitment to shareholder returns.
The company’s first-quarter fiscal 2027 earnings are expected to increase 11.1% year over year. Its fiscal 2027 and 2028 earnings are projected to rise 9% and 10.5%, respectively. Revenues are anticipated to grow 5.8% in fiscal 2027 and fiscal 2028.
Factors That Bode Well for MAN’s SuccessRegional Diversification Supports Revenue Growth: ManpowerGroup's Americas revenues increased 14.4% year over year to $1.21 billion in the second quarter of 2026, driven by 29% growth in Other Americas, while U.S. revenues rose 6% to $714.3 million. Southern Europe remained the largest revenue contributor, posting 7.4% growth to $2.31 billion, supported by a 2.5% rise in France, 9.6% in Italy and 16.2% in Other Southern Europe. Northern Europe revenues grew 3.9% to $825.5 million, while Asia-Pacific Middle East revenues increased 5% in constant currency. The Americas led regional growth, while Southern Europe provided a substantial revenue base. Continued momentum across these markets should support sustained revenue expansion.
Cost Optimization & AI Adoption Support Margin Expansion: The company is combining cost discipline with technology investments to improve productivity and operating efficiency. Its transformation program targets $200 million in permanent annual savings by 2028, while AI-driven sales targeting and recruitment screening tools are each expected to cover approximately 70% of revenues by year-end 2026. Adjusted EBITA increased 15% in constant currency to $103 million in the second quarter of 2026. Management expects a third-quarter EBITA margin of 2.1-2.3%. Continued cost savings and wider AI adoption should improve operating leverage and support margin expansion over time.
Capital Returns Support Shareholder Value: ManpowerGroup continues to reward shareholders through dividends and share repurchases. Buybacks totaled $179.8 million in 2023, $140 million in 2024 and $38 million in 2025, while dividend payments were $144.3 million, $145.8 million and $66.7 million, respectively. In 2026, the company maintained its semi-annual dividend of 72 cents per share. First-half dividend payments reached $33.5 million compared with $33.3 million a year earlier, although no shares were repurchased in the second quarter. Stable dividends reinforce its commitment to shareholder returns, while an operating recovery could provide greater flexibility for future capital distributions.
Watch Out for These Risks to MAN StockIntense Competition & AI Adoption Threaten Staffing Demand: ManpowerGroup operates in a fragmented staffing market with low entry barriers, limiting pricing power and client retention. Competition from global staffing firms, specialized providers and in-house recruitment teams adds to these challenges. AI-driven automation of candidate sourcing, screening and matching could further reduce reliance on traditional staffing services. Wider AI adoption may intensify pricing pressure and constrain long-term revenue growth. Adapting its service offerings will be critical to sustaining competitiveness.
Declining Cash Reserves Constrain Financial Flexibility: ManpowerGroup's cash balance fell to $180.6 million at the end of the second quarter of 2026 from $871 million at 2025-end, largely due to $585.8 million in long-term debt repayments. First-half operating cash outflow totaled $129 million, although second-quarter free cash outflow narrowed to $9 million from $207 million a year earlier. Management expects stronger free cash flow in the second half. However, reduced liquidity limits financial flexibility amid uncertain staffing demand and working-capital needs. Sustained cash generation remains critical to rebuilding liquidity.
MAN’s Zacks Rank & Stocks to ConsiderManpowerGroup currently carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the broader Business Services sector are The GEO Group, Inc. (GEO - Free Report) and Gen Digital Inc. (GEN - Free Report) .
The GEO Group carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 14%.
GEO beat earnings estimates in three of the trailing four quarters and matched once, delivering an earnings surprise of 24.6%, on average.
Gen Digital also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 12%.
GEN’s earnings beat estimates in each of the trailing four quarters, with the surprise being 2.3%, on average.
TRC-8004, standard pro identitu AI agentů v síti TRON, je ve finální verzi; B.AI, jeho autor, nad ním nabízí technologický balík s platbami x402 a vypořádáním v USDT.
TRC-8004 is Final on TRON and still a draft on Ethereum, and the team that finished it sells the bundle built on top. The spec says payments are out of scope; the schema says otherwise.
The same agent-identity standard is a finished document on TRON and a draft on Ethereum. ERC-8004 on Ethereum has sat in Draft since Aug. 13, 2025, with authors from MetaMask, ethereum.org, Google and Coinbase. TIP-8004, the TRON port, is Final: created Dec. 1, 2025, Standards Track, authored by bankofai.io. That is B.AI’s team. The company now selling an agent-commerce stack on TRON wrote the identity layer the stack runs on.
The two documents are nearly word for word, down to the registration schema. Both declare payments out of scope: “Payments are orthogonal to this protocol and not covered here. However, examples are provided showing how x402 payments can enrich feedback signals.” Both then carry a boolean x402Support field in the agent registration file and a proofOfPayment object in the feedback file, with fromAddress, toAddress, chainId and txHash. The text says the money is not in scope. The schema is built to hold it. That is the identity-first, money-later pattern written into a single file. Agent identity here means three registries: a TRC-721 handle, a feedback ledger and hooks for validators.
What B.AI has shipped is the bundle: identity plus x402 payments plus USDT settlement on TRON. Its own description, in a paid partner story on CryptoSlate (published Sept. 16, disclosed as partner content), calls the protocol layer “B.AI’s most strategically profound move”: “By natively integrating the x402 payment protocol and the 8004 identity authentication protocol, the platform paves a standardized path for mutual trust, identity verification, and high-frequency automated settlement between agents.” The same story says B.AI is co-incubated by TRON and YZi Labs and keeps WeChat Pay, Alipay, UnionPay and Visa alongside on-chain settlement.
Two things need bounding. First, “first major x402 on TRON” describes the bundle, not the rail: x402 has been live on TRON and BNB Chain since February. Second, the numbers are the vendor’s. B.AI’s partner story claims TRC-20 USDT supply passed 94.2 billion as of Sept. 10, and there is no independent volume data for its agent payments. The currency point stands regardless: the x402 lane this beat has covered settles in USDC on Base and Polygon, and this one settles in USDT on TRON. Same protocol, different currency gravity.
The standard’s own security section is where the hype goes to die. Sybil attacks are possible, “inflating the reputation of fake agents,” and the protocol “cannot cryptographically guarantee that advertised capabilities are functional and non-malicious.” Trust is tiered to the value at risk, “from low-stake tasks like ordering pizza to high-stake tasks like medical diagnosis,” built from reputation, stake-secured re-execution, zkML proofs or TEE oracles. Those are real designs for real problems. None of them is a guarantee that the agent does what its registration file says.
TRON’s standards track is not stopping at identity: TIP-8001 Agent Coordination Framework, TIP-8126 AI Agent Verification and TIP-7857 AI Agents NFT with Private Metadata are all Final alongside TIP-8004. A finished standard is not a finished market. What the B.AI bundle proves is narrower than the pitch and more useful: the trust layer can ship before the payments story is settled, and the party with the most to gain from the standard can be the one that writes it. The standard is public, the schema is honest about the money, and the marketing is paid placement. All three are on the record.
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Key Takeaways Credo launched the SRMO Workstream to establish specifications for high-speed data center interconnects.The initiative targets 2027 OCP approval, with standards covering power, efficiency and connectivity.Credo could benefit from adoption of micro-emitter optics, complementing its optical connectivity solutions.
The rapid expansion of AI is creating unprecedented demand for high-speed, energy-efficient connectivity inside data centers. Against this backdrop, Credo Technology Group Holding Ltd. (CRDO - Free Report) recently announced the launch of the Short-Reach Micro-Emitter Optics (SRMO) Workstream within the Open Compute Project (OCP) Community. The initiative combines optical technology providers, connectivity specialists and a leading hyperscaler to establish specifications for a new class of high-speed data center interconnects.
With OCP approval targeted for 2027, the initiative is likely to drive broader adoption of micro-emitter optics. For Credo, the opportunity is likely to help shape an emerging connectivity ecosystem that could become increasingly important as AI infrastructure expands. Micro-emitter optics uses arrays of micron-scale light sources to transmit data across multiple optical channels simultaneously. Rather than pushing a limited number of channels to extremely high individual data rates, the technology distributes transmission across many parallel channels. Industry collaboration further strengthens Credo’s position. Initial participants include a leading hyperscaler and optical technology companies such as AFL, ams OSRAM, BizLink, Foxlink, Heraeus Covantics, SENKO and YOFC.
The SRMO Workstream aims to secure OCP specification approval in 2027. The proposed specification will address power consumption, efficiency, signaling, parallelism, module and connector footprints, link budgets and compliance. The SRMO initiative is likely to reinforce Credo's position in the broader AI connectivity market. The company already operates across high-speed copper and optical interconnects, optical components, digital signal processors, retimers and related connectivity solutions. If micro-emitter optics gains traction, Credo could benefit from demand for compatible optical interconnect products and technologies.
Can CRDO Maintain Its Edge as Optical Competition Grows?Marvell Technology (MRVL - Free Report) optical DSP, switching and broadband businesses remain strong, with 800G demand solid and 1.6T ramping rapidly, expected to accelerate in fiscal 2028. Customers are initially using copper for scale-up networks, but as AI clusters expand, copper’s limited reach and bandwidth are pushing them toward optical interconnects and dedicated UALink, ESUN and NVLink switches. It is therefore investing heavily in next-generation optical interconnect and switching technologies. Marvell continues to see strong demand across optical DSPs, broadband analog, DCI modules and switching, with each tracking toward a $1 billion annualized revenue run rate. The scale-up opportunity remains large, with NPO, CPO and purpose-built switches supporting future growth.
Astera Labs (ALAB - Free Report) is benefiting from rising demand for high-speed connectivity as AI infrastructure shifts toward larger rack-scale systems. Taurus, CXL, UALink, optical and custom connectivity programs broaden the longer-term content opportunity. Management plans to deliver UALink-enabled Scorpio X-Series switches in 2027, alongside signal conditioning solutions for copper and optical links. Its optical roadmap targets high-density fiber attach and near-packaged optics production in 2027, followed by co-packaged optical engines in 2028 and beyond. Third-quarter revenue is expected to be $540-$560 million, implying roughly 40% sequential growth, driven by Scorpio X-Series, Aries PCIe 6 and Taurus 800G shipments.
CRDO’s Price Performance, Valuation and EstimatesCRDO’s shares have gained 39.6% year to date compared with the Electronics-Semiconductors industry’s growth of 27.5%.
Image Source: Zacks Investment Research
In terms of the forward 12-month price/sales ratio, CRDO is trading at 12.24, higher than the Electronics-Semiconductors industry’s multiple of 4.77.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CRDO earnings for fiscal 2027 has been revised upward over the past 60 days.
Image Source: Zacks Investment Research
CRDO currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Wall Street expects a year-over-year increase in earnings on higher revenues when MSCI (MSCI - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 20, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of software tools to help portfolio managers make investment decisions is expected to post quarterly earnings of $5.00 per share in its upcoming report, which represents a year-over-year change of +11.9%.
Revenues are expected to be $879.98 million, up 10.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.53% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for MSCI?For MSCI, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.26%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that MSCI will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that MSCI would post earnings of $4.9 per share when it actually produced earnings of $4.94, delivering a surprise of +0.82%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
MSCI appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Mattel ve třetím čtvrtletí očekává zisk 0,99 USD na akcii, což představuje meziroční nárůst o 11,2 %, a tržby ve výši 1,85 miliardy USD, meziročně vyšší o 6,8 %.
Mattel (MAT - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis toy maker is expected to post quarterly earnings of $0.99 per share in its upcoming report, which represents a year-over-year change of +11.2%.
Revenues are expected to be $1.85 billion, up 6.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 19.15% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mattel?For Mattel, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -22.03%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Mattel will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mattel would post earnings of $0.03 per share when it actually produced earnings of $0.01, delivering a surprise of -66.67%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mattel doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Stellar hostí tokenizovaná aktiva v hodnotě zhruba 3,5 miliardy USD, přesto je tržní kapitalizace XRP ve výši 84,65 miliardy USD 12,7krát vyšší než tržní kapitalizace XLM.
Stellar, a blockchain network focused on facilitating cross-border payments and asset tokenization, has become a leading platform for tokenized real-world assets. The total reported value of tokenized assets on Stellar has reached approximately $3.5 billion. Despite this growth, XRP maintains a market capitalization almost 13 times greater than Stellar’s native XLM token, underlining a persistent imbalance between tokenization adoption and crypto valuations.
Stellar’s rising tokenization volumesAs of October 13, market data from CoinCodex showed XRP’s market capitalization at around $84.65 billion, while XLM trailed significantly at about $6.67 billion. This 12.7-fold difference persists even as Stellar’s institutional tokenization offerings continue to expand.
Recent estimates place the value of tokenized assets on Stellar near $3.5 billion, and, depending on the reporting methodology, this figure can be even higher—up to $4 billion according to Stellar’s own records in early September. Comparatively, the XRP Ledger (XRPL) is estimated to host approximately $2.5 billion in tokenized real-world and financial assets under one broad reporting standard. However, specific rankings may vary based on whether they include certain stablecoins or financial products.
Stellar’s asset tokenization growth is largely supported by institutional products such as Franklin Templeton’s BENJI fund and other financial instruments. The BENJI fund, tokenized and issued on Stellar, held about $605 million as of October 6. Another project, Spiko, accounts for $1.7 billion through tokenized money-market products.
These assets are structured as investment products, granting investors digital shares backed by underlying securities such as government bonds or money-market funds. Blockchain technology powers the issuance, recordkeeping, and settlement of these tokenized shares, delivering efficiency gains for institutional investors and fund managers.
Mini dictionary: Franklin Templeton is a global asset management firm that has issued tokenized money-market funds on blockchain platforms such as Stellar, allowing for digital shares in regulated investment products.
Tokenization versus native token valuationThe growth of tokenized assets does not necessarily translate into increased demand for a blockchain’s native cryptocurrency. When institutions invest in tokenized Treasury funds on Stellar, their money is allocated directly into underlying traditional assets, such as US Treasury securities. While the process requires a minimal amount of XLM for transaction fees and account reserves, these costs are relatively low and do not result in major demand for XLM itself.
A similar dynamic is present on the XRP Ledger. Even as institutional usage and tokenization of securities or stablecoins has increased, these activities do not automatically require counterparties to accumulate large holdings of XRP. Most institutional flows are directed toward the underlying assets, bypassing the need for substantial native coin exposure.
During the past year, Treasury tokenization volumes on the XRP Ledger grew significantly, rising from $50 million to approximately $418.5 million. However, this notable growth in tokenized assets has only a limited direct impact on XRP’s price, since institutional demand is insulated from speculative or retail-driven trading of the token.
XRP’s unique demand sourcesUnlike Stellar’s tokenized products, some institutional vehicles specifically aim to give investors direct exposure to XRP as an asset. For example, Evernorth recently secured a Nasdaq listing for a public treasury product holding 473 million XRP. Furthermore, U.S.-listed spot XRP ETFs increasingly provide additional channels for institutional or retail investors to gain direct exposure to the cryptocurrency.
These investment products differ fundamentally from tokenized Treasury funds or money-market products because their value proposition centers on XRP itself, rather than stablecoins or external securities. As a result, they contribute to market demand for XRP more directly than the tokenization models adopted by Stellar partners.
MetricStellar (XLM)XRP Ledger (XRP)Market capitalization$6.67 billion$84.65 billionTokenized assets value$3.5–$4 billion~$2.5 billionMain tokenization productsMoney market, Treasury fundsTreasury, ETFs, public treasury XRP holdingsXRP’s valuation remains significantly higher than Stellar’s XLM, despite the fact that Stellar now leads in total value of tokenized real-world assets. The disconnect between native token prices and blockchain adoption continues as both networks pursue different strategies to attract institutional flows.
Síť Stellar 11. října zpracovala 12 milionů transakcí při 139,15 TPS, což je nejvíce za týden, zatímco průměrný poplatek klesl na sedmidenní minimum 0,00012 USD.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Stellar (XLM) recorded its lowest average transaction fee in seven days on October 11, even as network activity reached its highest daily level of the week, according to blockchain fundamentals tracker Chainspect.
The average transaction fee fell to just $0.00012 on October 11, Chainspect wrote, highlighting Stellar's ability to process transactions at a minimal cost during a period of heightened activity. At that rate, a transaction fee amounts to only a tiny fraction of a cent.
"Stellar came in with its lowest average transaction fee of the past 7 days. The average fee was $0.00012 on October 11. A fee that small barely deserves a line on the receipt," Chainspect wrote.
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⚡ @StellarOrg cleared 12.0M transactions on October 11. That averages 139.15 TPS, its busiest day this week. Stellar skipped the Sunday slowdown entirely. 📊 https://t.co/3ldGs3Xm7Z https://t.co/XZvqIirJdA
— Chainspect (@chainspect_app) October 13, 2026 The low fee coincided with a significant increase in network usage. Stellar processed about 12 million transactions on October 11, averaging 139.15 transactions per second (TPS) on its busiest day of the week, according to a separate X post by Chainspect.
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"Stellar cleared 12.0 million transactions on October 11. That averages 139.15 TPS, its busiest day this week," Chainspect posted.
Stellar Adapter upgrade boosts network performanceChainspect noted that rather than experiencing the typical Sunday slowdown, Stellar maintained substantial activity throughout the day, which remains significant for the network.
This follows the recent Stellar Protocol 28 upgrade, "Adapter," which brought about improvements that allowed faster consensus, even under load.
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CAP-83, introduced in the Adapter upgrade, lets validators begin voting before the transaction set has fully arrived and gives them an explicit way to drop a transaction set that is late or invalid instead of stalling while they wait for it. In practice, that means consensus keeps moving even when transaction data is slow to propagate, which will improve throughput and help keep the network running smoothly at scale and at low cost.
In separate news, Real World Asset (RWA) value on Stellar is up 11x since January 2025, having gone from $300 million to $3.54 billion, contributed to by Franklin Templeton's BENJI and WisdomTree Funds. Stellar also leads tokenized fund growth in 2026 with over $2.7 billion thus far.
Maskovaní útočníci ukradli britskému obchodníkovi @rrealist při ozbrojeném přepadení kryptoaktiva v hodnotě přibližně 760 000 USD; policie případ vyšetřuje.
A prominent UK-based crypto trader known as @rrealist on X reported a violent home invasion late Monday, resulting in the theft of approximately $800,000 in digital assets. The trader recounted being restrained and threatened at knifepoint, highlighting a growing trend of attacks targeting cryptocurrency holders in Britain.
Details of the armed robberyAccording to @rrealist, masked intruders entered his home on Monday night and restrained him with tape. He said the attackers brandished three knives in front of his face, threatened his life, and demanded access to his cryptocurrency holdings.
The losses from the robbery included around $40,000 transferred from primary crypto wallets and about $720,000 drained from a Ledger hardware wallet. The intruders also took the trader’s Rolex watch and damaged his phone during the incident.
Total confirmed losses in cryptocurrency amounted to approximately $760,000, based on both the trader’s publicly shared blockchain records and his account. The theft of the Rolex was not included in this figure.
The trader described the severity of the incident, stating that he was taped up, held at knifepoint, and robbed for $800,000. He warned other crypto holders in the UK about the growing threat, urging them to take extra precautions.
Police are currently investigating the crime, treating the property as a crime scene. As of now, law enforcement authorities have not released an official statement verifying the attack or providing additional details on the suspects.
Tracing the stolen fundsShortly after the incident, @rrealist published a Solana address linked to the stolen funds. The address reportedly received an initial deposit of 346.13 SOL, followed by a transfer of 718,735.8 USDC, combining to a total value of $755,730 at prevailing market rates.
Blockchain data indicates the assets remained idle at the disclosed Solana address for more than two hours. Within 32 minutes of the trader publicly revealing the address, the funds were quickly drained, suggesting the perpetrators were monitoring social channels or blockchain tracking services for exposure of their activity.
USDC is a widely used stablecoin pegged to the US dollar, while Solana is a high-performance blockchain network known for its speed and low transaction costs.
Mini dictionary: Ledger hardware wallet, a physical device used to store and protect cryptocurrency private keys offline, often considered a safer alternative to storing funds on exchanges or online wallets.
AssetAmountValue (approx.)SOL346.13$36,999USDC718,735.8$718,732Total–$755,731Rising trend of crypto-targeted attacks in the UK and EuropeViolent robberies targeting crypto holders have become increasingly common in the UK, with several high-profile incidents reported in the past year. In December 2025, a gang in the Smith’s Wood area of Solihull forced their way into a couple’s home, physically assaulted the husband, and threatened his pregnant wife. Crimestoppers later offered a £10,000 reward for information regarding that case.
In August, a UK court convicted five men for holding two French crypto investors captive in a London apartment for 52 hours, forcing them to transfer $30,000 before being released. More recently, three teenagers from Sheffield were sentenced for posing as delivery drivers and stealing $4.3 million in crypto during another knife-point home invasion in Hoxton.
Analytics firm Chainalysis documented 46 reported “wrench attack” cases worldwide in the first half of 2026, with 20 home invasions so far this year compared to just one in 2025. Global losses in such attacks exceeded $30 million in the first half of 2026 and could surpass 2025’s full-year total of $58 million if the trend continues.
France has emerged as a significant hotspot for these incidents. By mid-2026, Chainalysis reported 30 publicly known cases in France, while Interior Minister Laurent Nuñez cited 77 first-half cases of crypto-related kidnappings, extortions, or attempted extortions involving wealthy digital asset holders.
Peach přidal nativní převod USDC na Arc prostřednictvím CCTP, takže uživatelé mohou v rozhraní převádět prostředky z externích blockchainů a ihned obchodovat.
On October 8, 2026, the on-chain aggregator and launchpad Peach added native USDC bridging for the Arc blockchain directly inside its interface. Users can now pull USDC over from external chains such as Ethereum and start trading on Arc without opening another app.
What Peach actually shipped
The new feature lives at peach.ag/arc/bridge. It lets users move USDC from outside chains into the Arc ecosystem while staying on the Peach platform the whole time.
Once the funds arrive, users can immediately launch, discover, or trade assets on Arc.
The integration is powered by the Arc App Kit. Under the hood, the bridging relies on Circle’s Cross-Chain Transfer Protocol, better known as CCTP, to move canonical, native USDC.
CCTP moves the real thing rather than issuing a wrapped substitute, so the USDC that lands on Arc is the issuer-backed version rather than a copy.
There is a practical twist on Arc specifically. USDC serves as the gas token on the network, meaning it is what users spend to pay for transactions. So bridged USDC does double duty: it is both the capital users want to trade with and the fuel they need to do anything at all.
Peach’s role on Arc so far
Peach has been live on Arc since the mainnet launch on September 16, 2026, operating from day one as both an aggregator and a launchpad. The bridging update arrived a little over three weeks after mainnet.
The platform operates as a free and permissionless market layer on Arc, aggregating across decentralized exchanges and routing liquidity from AMM pools, institutional quotes, and assets coming out of its own launchpad.
The update also fits a broader push within the Arc ecosystem. Projects across the network have been leaning on Circle’s infrastructure to make cross-chain liquidity flows simpler, and Peach’s integration slots into that pattern.
What this could mean for Arc and its users
Early community reaction has treated the feature as a meaningful quality-of-life improvement. Initial reports did not include detailed expert analysis or quantify any market impact.
The USDC-as-gas design means bridged funds are immediately usable for fees, removing the need to acquire a separate token before a user can act.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
USDC zaznamenal na decentralizovaných burzách za 30 dní objem obchodování 81,2 miliardy USD, což je více než jeho oběžná nabídka ve výši 74,6 miliardy USD.
USDC moved $81.2 billion through decentralized exchanges in the 30 days ending around October 12, 2026.
Uniswap’s v3 and v4 deployments handled $26.4 billion of that total, or roughly a third.
Breaking down the numbers
Across 35 trading venues, all stablecoins combined generated $161.4 billion in DEX volume over the same 30-day window. USDC accounted for roughly half of all stablecoin trading on decentralized exchanges.
Uniswap’s v3 and v4 platforms captured 47.2% of total stablecoin DEX activity, amounting to $76.2 billion. Thirty-four other venues split what was left.
USDC’s circulating supply sat at approximately $74.6 billion at the end of September 2026. So the 30-day trading volume exceeded the entire stock of USDC in existence.
Weekends are a big deal on-chain
USDC generated $40.2 billion in weekend DEX trading volume during the third quarter of 2026.
What is driving the activity
About 69% of USDC’s on-chain activity is linked to DEX liquidity provision.
There is a caveat worth noting. Some DEX volume gets inflated by flash loans, which are uncollateralized loans borrowed and repaid within a single transaction. These can create large headline numbers without reflecting sustained trading demand.
Why Uniswap keeps winning
Uniswap’s v4 release introduced lower fees and enhanced routing options. For stablecoin pairs, those features matter a great deal. When you are swapping one dollar-pegged token for another, the price barely moves. The main cost is the fee itself, so shaving it down makes a real difference for high-volume traders.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Matador Resources očekává za čtvrtletí zisk 1,64 USD na akcii, což představuje meziroční nárůst o 20,6 %, při tržbách ve výši 918,7 milionu USD, které meziročně klesly o 2,2 %.
Matador Resources (MTDR - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis independent oil and gas company is expected to post quarterly earnings of $1.64 per share in its upcoming report, which represents a year-over-year change of +20.6%.
Revenues are expected to be $918.7 million, down 2.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.35% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Matador?For Matador, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -13.60%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Matador will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Matador would post earnings of $2.05 per share when it actually produced earnings of $2.61, delivering a surprise of +27.32%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Matador doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Duolingo čelí hromadné žalobě investorů kvůli údajnému zkreslování informací o růstu počtu denně aktivních uživatelů; lhůta pro podání návrhu na jmenování hlavního žalobce je 7. prosince 2026.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Duolingo To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Duolingo between May 2, 2025 and February 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - October 13, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Duolingo, Inc. (""Duolingo" or the "Company") (NASDAQ: DUOL) and reminds investors of the December 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Daily Active User ("DAU") growth rates were being leveraged against deliberately added user friction in the form of significant increases in ad volume, subscription tier upsells, and worsened product quality, and defendants understood that any amount of user friction would cause users to leave the app and, ultimately, negatively impact DAU growth rates; (ii) Duolingo's rigorous A/B testing demonstrated to defendants that increased friction in the free user experience was having negative impacts on DAU growth rates; (iii) Duolingo's quickly generated AI content was worsening the quality of Duolingo's product offerings, negatively impacting the user experience and user trends, and threatening the sustainability of Duolingo's financial performance; and (iv) far from driving sustained growth and strong user momentum through content and "product improvements" that "get improved retention," Duolingo's constant A/B testing informed Duolingo that its monetization push and lower-quality, rapidly generated AI content were degrading the Duolingo product experience and the value proposition of its subscription tiers.
On November 5, 2025, the Company reported its third quarter ("3Q") financial results, revealing another sequential decline in DAU growth to 36%, a substantial drop from 49% in 1Q 2025 and 40% during 2Q 2025, and announced a long-term strategy change to pivot away from monetization and towards improving quality of teaching and prioritizing long-term DAU growth. On this news, Duolingo's stock price fell $66.28, or 25%, to close at $193.74 per share on November 6, 2025.
On January 12, 2026, Duolingo announced that its Chief Financial Officer ("CFO"), Matthew Skaruppa ("Skaruppa"), had resigned, and provided limited, preliminary fourth quarter ("4Q") 2025 operating metrics revealing DAU growth of only 30% - nearly six points of additional deceleration from 3Q 2025. On this news, Duolingo's stock price fell $14.92, or 8.5%, to close at $161.74 per share on January 12, 2026.
On February 26, 2026, after the market closed, Duolingo announced its 4Q 2025 financial results, confirmed the slowdown in DAU growth, and revealed material negative impacts on 2026 bookings, DAU growth rates, revenue, and adjusted EBITDA, with 2026 DAU growth guidance of only 20% accompanied by lower bookings and less profitability. On this news, Duolingo's stock price fell $16.45, or 14%, to close at $101 per share on February 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Duolingo's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Duolingo class action, go to www.faruqilaw.com/DUOL or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Duolingo Securities Class Action Lawsuit:
What is the Duolingo securities fraud lawsuit about?
The lawsuit alleges that Duolingo, Inc. made materially false and misleading statements during the Class Period regarding the company's daily active user ("DAU") growth and the drivers of its business performance. Specifically, the complaint alleges that defendants knew that deliberate increases in ad volume, subscription upsells, and other friction in the free user experience were negatively impacting DAU growth rates, a dynamic that Duolingo's own rigorous A/B testing allegedly confirmed. The lawsuit further alleges that rapidly generated AI content was worsening product quality and undermining the sustainability of Duolingo's financial performance, contrary to defendants' public statements touting content and product improvements as drivers of sustained growth and strong user retention. Investors allegedly were not told that Duolingo's internal testing had demonstrated these adverse trends until a series of corrective disclosures caused the company's stock price to decline significantly.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Duolingo, Inc. (NASDAQ: DUOL) securities between May 2, 2025 and February 26, 2026, inclusive (the "Class Period"), may be eligible to participate in the lawsuit. Participation in the litigation is not limited to those who apply to serve as lead plaintiff; any eligible class member may share in any recovery that may be obtained on behalf of the class. Investors who believe they purchased Duolingo securities during the Class Period and suffered a loss are encouraged to review the complaint and consult with counsel to understand their rights and options.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including decisions about litigation strategy and any settlement. The lead plaintiff is typically the class member with the largest financial interest in the relief sought by the class who also meets certain adequacy and typicality requirements under the federal securities laws. Any investor who purchased Duolingo securities during the Class Period and wishes to seek appointment as lead plaintiff must file a motion with the court no later than the lead plaintiff deadline specified in the notice. Importantly, investors are not required to serve as lead plaintiff in order to be a member of the class or to share in any recovery that may result from the litigation.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Duolingo securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/318732
Source: Faruqi & Faruqi LLP
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Proti společnosti Papa John's byla podána hromadná žaloba investorů kvůli údajným zavádějícím tvrzením o transformaci, ztrátě tržního podílu a nutnosti výrazně zvýšit marketingovou podporu.
NEW YORK, Oct. 13, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Papa John's International, Inc. (NASDAQ: PZZA) and certain of its officers.
"Our practice focuses on restoring investor capital and ensuring corporate accountability to uphold market integrity," said Peretz Bronstein.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Papa John's securities between August 7, 2025 and August 5, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/papa-johns-international-inc-pzza-class_action_lawsuit.
Papa John's Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Papa Johns’ transformation efforts were taking longer than expected; the Company was unable to prevent further losses in market share; Papa Johns would require a significant shift in strategy, including a sharp increase in promotional efforts, to address the Company’s declining competitive position; and as a result, Defendants’ positive statements concerning the Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis. What's Next for Papa John's Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/papa-johns-international-inc-pzza-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Papa John's you have until November 2, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Papa John's Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Papa John's Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
Tržby divize Materials společnosti MP Materials vzrostly v první polovině roku 2026 meziročně o 80 % na 167,8 mil. USD díky vyšším objemům a cenám NdPr.
Key Takeaways MP Materials' first-half 2026 Materials revenues surged 80% to $167.8 million on higher volumes and pricing.NdPr production rose 51% year over year to 1,757 MT, while sales volumes jumped 122% to 2,012 MT.MP expects to produce terbium and dysprosium later this year, with samarium production targeted for 2028. The Materials segment of MP Materials (MP - Free Report) is emerging as a key growth driver as it scales up its rare earth separation capabilities and shifts toward higher-value products. Rising neodymium-praseodymium (NdPr) production, growing sales volumes and favorable pricing have strengthened segment revenues and profitability. The expansion of heavy rare earth processing capabilities further positions the segment for sustained growth.
The Materials segment represents the upstream and midstream operations of the company. It operates Mountain Pass, a fully integrated mining and refining facility producing refined rare earth oxides and related products. Historically, rare earth concentrate sales accounted for the bulk of segment revenues. Following the cessation of sales to China in July 2025, the company has focused on processing concentrate into higher-value materials or retaining it for future processing. The segment currently derives its revenues mainly from NdPr oxide and metal sales, which has strengthened its business model.
NdPr production was a record 917 metric tons (MT) in the first quarter of 2026, followed by 840 MT in the second quarter. First-half production totaled 1,757 MT, representing a 51% year-over-year increase. NdPr sales volumes surged 122% to 2,012 MT. The company also produced 24,055 MT of rare earth oxides (REO) in concentrate in the first half of 2026.
The segment’s first-half revenues increased 80% year over year to $167.8 million, supported by higher sales volumes and stronger market pricing. Adjusted EBITDA was $69.2 million in the first half of 2026, a turnaround from the loss of $8.9 million reported in the first half of 2025. This was attributed to higher revenues and Price Protection Agreement (PPA) income of $59.8 million related to the agreement with the Department of War (DoW), despite higher cost of sales.
Management expected third-quarter 2026 NdPr production to have exceeded 1,000 metric tons as throughput and plant reliability improved, which is expected to have supported the company’s third-quarter 2026 performance. Meanwhile, MP remains on track to begin producing terbium (Tb) and dysprosium (Dy) later this year. Its first samarium (Sm) production is targeted for 2028. The company recently entered into a multiyear agreement to supply gadolinium oxide to a leading U.S. aerospace and defense manufacturer.
Australia-based peer Lynas Rare Earths Limited (LYSDY - Free Report) reported NdPr production of 7,260 tons in fiscal 2026 (ended June 30, 2026), up 11% year over year. Total REO production reached 13,089 tons, up 25% from the prior year. It achieved its first Sm production in March 2026, Lynas’ third HRE product, alongside Dy and Ty.
Lynas’ revenues jumped 76% year over year to a record AUD 977.9 million ($680.5 million) in fiscal 2026 on higher prices and volumes. Adjusted EBITDA surged 281% year over year to AUD 386 million ($268.6 million) in fiscal 2026. Lynas Rare Earths recently entered into an agreement to acquire Meteoric Resources. The deal, on closure, will combine Meteoric Resources’ flagship Caldeira deposit, which is the largest known ionic clay rare earth Mineral Resource outside China, with Lynas’ high-grade Mt Weld deposit and leading rare earth operations.
MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have declined 54.4% in a year compared with the industry’s 19.6% growth. Peers Lynas Rare Earths and Energy Fuels Inc. (UUUU - Free Report) have declined 44.5% and 59.4%, respectively.
Image Source: Zacks Investment Research
MP is trading at a forward 12-month price/sales multiple of 11.92X, a significant premium to the industry’s 1.65X. Energy Fuels and Lynas Rare Earths are trading at 12.84X and 7.62X, respectively.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials’ 2026 earnings stands at 4 cents per share against a loss of 24 cents in 2025. The 2027 earnings estimate is currently pegged at 78 cents per share, implying growth of 1,845.8%.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials for both 2026 and 2027 has moved down, as shown below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zcash během pondělní seance klesl o 8,5 % po likvidaci pákových pozic v objemu 19,9 milionu USD. Zcash Foundation zahájila přípravy na testnet pro upgrade NU7.
Zcash (ZEC) experienced a sharp 8.5% decline during a volatile Monday trading session, compounding losses that have left the privacy-focused cryptocurrency trading approximately 26% below its September high. After closing at $1,653.12 on September 26, ZEC slipped to around $1,167 on Monday and partially recovered to $1,215 by October 13, yet remains far from recent peak levels.
Leveraged liquidations deepen Zcash lossesThe latest downturn came amid widespread weakness in digital assets, triggered by Bitcoin‘s drop toward $81,000 and cautious positioning by traders ahead of new U.S. inflation data. Leveraged investors, particularly those using derivatives, were forced to close out positions as price drops accelerated liquidations totaling $19.9 million in a short period.
Zcash has seen substantial speculative activity, with derivatives trading volume topping $5.46 billion in just 24 hours. While such high volumes can amplify volatility, traders relying on borrowed funds are often vulnerable to steep reversals during sharp sell-offs.
Zcash derivatives trading surged to $5.46 billion in a single day, intensifying volatility as margin calls triggered rapid liquidations and drove price declines.
As traders reassess market risk, attention has shifted to key technical support zones. Binance’s historical pricing data shows ZEC temporarily traded near $1,124 on October 13, putting the $1,100-$1,125 range in focus for potential stabilization. A decisive move below this region would expose the critical $1,000 level, while a rebound toward $1,300 could signal a return to the early October trading range.
DateZEC PriceSupport/Resistance ZoneSeptember 26$1,653.12PeakOctober 13$1,124-$1,215SupportOctober (Early)$1,300Possible ResistanceCurrent$1,167Potential SupportDespite the latest correction, Zcash continues to trade well above levels seen at the start of 2026. However, the recent speed of its decline highlights the risks of speculative momentum in volatile cryptocurrency markets.
NU7 upgrade and future outlookThe current pullback serves as a backdrop to Zcash’s upcoming NU7 upgrade, a significant development for the network. The Zcash Foundation, an organization guiding the evolution of the Zcash protocol, has begun testnet preparations for NU7. This upgrade proposes reducing average block spacing from 75 seconds to 25 seconds, a move intended to improve transaction throughput.
Alongside block interval changes, NU7 would introduce new fee structures and mechanisms aimed at increasing network sustainability. A mainnet activation decision is expected by October 20, with plans for a November 5 deployment if approved.
Mini dictionary: Zcash Foundation, a nonprofit organization, supports the development and maintenance of the Zcash network and its privacy technologies. Zcash employs zero-knowledge proofs known as zk-SNARKs, offering users the option of shielded or transparent transactions.
Market participants are closely monitoring these technical changes, viewing them as potential catalysts that could influence Zcash’s price direction in the coming weeks.
Terra Nova Asset Management LLC bought a new position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 6,322 shares of the transportation company’s stock, valued at approximately $935,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Burkett Financial Services LLC acquired a new stake in C.H. Robinson Worldwide during the third quarter valued at approximately $25,000. Millstone Evans Group LLC grew its position in C.H. Robinson Worldwide by 79.8% in the first quarter. Millstone Evans Group LLC now owns 160 shares of the transportation company’s stock worth $27,000 after buying an additional 71 shares during the last quarter. Continuum Advisory LLC acquired a new position in C.H. Robinson Worldwide in the second quarter worth approximately $27,000. NBH Bank acquired a new position in C.H. Robinson Worldwide in the second quarter worth approximately $29,000. Finally, Cornerstone Planning Group LLC increased its holdings in shares of C.H. Robinson Worldwide by 57.3% in the first quarter. Cornerstone Planning Group LLC now owns 184 shares of the transportation company’s stock valued at $31,000 after buying an additional 67 shares in the last quarter. 93.15% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently commented on CHRW shares. Sanford C. Bernstein reiterated a “market perform” rating on shares of C.H. Robinson Worldwide in a research report on Tuesday, October 6th. Stifel Nicolaus set a $209.00 target price on C.H. Robinson Worldwide in a report on Thursday. Citizens Jmp initiated coverage on C.H. Robinson Worldwide in a research report on Wednesday, July 15th. They set a “market perform” rating and a $235.00 target price on the stock. Bank of America reaffirmed a “buy” rating and set a $203.00 target price on shares of C.H. Robinson Worldwide in a research report on Tuesday, October 6th. Finally, BMO Capital Markets upped their target price on C.H. Robinson Worldwide from $180.00 to $190.00 and gave the company a “market perform” rating in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $192.08.
Get Our Latest Stock Report on CHRW
C.H. Robinson Worldwide Stock Performance
C.H. Robinson Worldwide stock opened at $139.75 on Tuesday. The firm’s 50 day simple moving average is $148.07 and its 200-day simple moving average is $168.60. The company has a market cap of $16.33 billion, a P/E ratio of 26.67, a price-to-earnings-growth ratio of 1.18 and a beta of 0.94. The company has a debt-to-equity ratio of 1.04, a current ratio of 1.58 and a quick ratio of 1.58. C.H. Robinson Worldwide, Inc. has a fifty-two week low of $123.64 and a fifty-two week high of $210.33.
C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The transportation company reported $1.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.08. The business had revenue of $4.93 billion for the quarter, compared to analyst estimates of $4.35 billion. C.H. Robinson Worldwide had a net margin of 3.73% and a return on equity of 38.36%. The firm’s revenue was up 19.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.29 earnings per share. As a group, equities research analysts predict that C.H. Robinson Worldwide, Inc. will post 6.25 EPS for the current year.
C.H. Robinson Worldwide Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Shareholders of record on Friday, September 4th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.8%. The ex-dividend date was Friday, September 4th. C.H. Robinson Worldwide’s payout ratio is presently 48.09%.
(Free Report)
C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain service providers. The company helps businesses plan, manage and execute the movement of freight across domestic and international markets.
Its services include truckload and less-than-truckload freight brokerage, intermodal transportation, ocean and air freight forwarding, customs services, and transportation management. C.H. Robinson also provides technology and data-driven tools designed to improve shipment planning, visibility, routing and logistics performance.
Founded in 1905 and headquartered in Eden Prairie, Minnesota, C.H.
Further Reading
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Want to see what other hedge funds are holding CHRW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report).
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Společnost Equifax má za čtvrtletí končící v září 2026 vykázat zisk na akcii ve výši 2,21 USD, což představuje meziroční nárůst o 8,3 %, při tržbách 1,69 miliardy USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when Equifax (EFX - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 20, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis credit reporting company is expected to post quarterly earnings of $2.21 per share in its upcoming report, which represents a year-over-year change of +8.3%.
Revenues are expected to be $1.69 billion, up 9.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Equifax?For Equifax, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.02%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Equifax will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Equifax would post earnings of $2.21 per share when it actually produced earnings of $2.25, delivering a surprise of +1.81%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Equifax doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Pegasystems ve čtvrtletí očekává zisk 0,45 USD na akcii, což představuje meziroční nárůst o 50 %, a tržby ve výši 442,6 milionu USD, meziročně vyšší o 16,1 %.
The market expects Pegasystems (PEGA - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 20. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis business software company is expected to post quarterly earnings of $0.45 per share in its upcoming report, which represents a year-over-year change of +50%.
Revenues are expected to be $442.6 million, up 16.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.01% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Pegasystems?For Pegasystems, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.68%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Pegasystems will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Pegasystems would post earnings of $0.43 per share when it actually produced earnings of $0.35, delivering a surprise of -18.60%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Pegasystems doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Archer Aviation vyvíjí eVTOL Midnight s redundantním pohonem v konfiguraci 12 rotorů a 6 naklápěcích mechanismů a pokračuje v letových testech pro certifikaci FAA.
Key Takeaways ACHR's Midnight uses distributed electric propulsion and multiple motors to support reliable operations.ACHR develops electric propulsion and flight controls in-house to support safety and certification.ACHR's flight tests assess performance and gather safety data for FAA certification.
Archer Aviation Inc. (ACHR - Free Report) is developing its Midnight electric vertical takeoff and landing (eVTOL) aircraft with a design focused on safety and reliability. The aircraft uses a proprietary 12-tilt-6 distributed electric propulsion platform and is designed to carry four passengers and a pilot. Its propulsion architecture combines multiple electric motors with a simpler system design than traditional helicopters.
A key feature of Midnight is its use of redundant electric motors. This design aims to reduce potential failure points and support reliable aircraft operation. Rather than relying on a single central propulsion system, the aircraft distributes propulsion across multiple units, an approach intended to strengthen its safety architecture.
Archer has also developed key technologies in-house, including electric propulsion and flight control systems, while incorporating components from aerospace suppliers, some of which are already used on certified aircraft. This approach is intended to reduce certification risk, development time and cost. The company continues to conduct flight-test campaigns to evaluate aircraft performance and collect safety-critical data for the Federal Aviation Administration’s certification process.
Safety and reliability will remain important as Archer works toward commercial air-taxi operations. Midnight’s distributed propulsion design and ongoing flight testing are central to the company’s effort to meet the performance and safety requirements of passenger aviation. However, the aircraft must still demonstrate that it meets applicable certification requirements before commercial passenger operations can begin.
Companies Developing Redundant Electric Propulsion SystemsThe focus on safety and reliability is encouraging eVTOL companies to incorporate redundant propulsion and control systems into their aircraft designs. Joby Aviation, Inc. (JOBY - Free Report) and BETA Technologies, Inc. (BETA - Free Report) are also developing electric aviation technologies with features intended to support reliable operations.
Joby Aviation’s aircraft uses six electric propellers, multiple battery packs and redundant flight-control systems designed to support safe operation.
BETA Technologies develops electric propulsion systems and flight-control technologies, including multiple flight-control computers designed to support continued operation in the event of a system failure.
Earnings Estimates for ACHR StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests a year-over-year decline of 52.38% and growth of 15.63%, respectively.
Image Source: Zacks Investment Research
ACHR Stock Is Trading at a DiscountArcher is trading at a discount relative to the industry, with a trailing 12-month price-to-book of 1.89X compared with the industry average of 5.32X.
Image Source: Zacks Investment Research
ACHR Stock Price PerformanceOver the past six months, ACHR shares have fallen 17.3% compared with the industry’s 19.1% drop.
Image Source: Zacks Investment Research
ACHR’s Zacks RankArcher currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Očekává se, že East West Bancorp za čtvrtletí končící v září 2026 vykáže EPS ve výši 2,69 USD, což představuje meziroční nárůst o 2,7 %, při výnosech 810,89 milionu USD.
The market expects East West Bancorp (EWBC - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 20. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $2.69 per share in its upcoming report, which represents a year-over-year change of +2.7%.
Revenues are expected to be $810.89 million, up 4.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.94% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for East West Bancorp?For East West Bancorp, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.26%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that East West Bancorp will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that East West Bancorp would post earnings of $2.61 per share when it actually produced earnings of $2.63, delivering a surprise of +0.77%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
East West Bancorp doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Banks - West industry, Zions (ZION - Free Report) , is soon expected to post earnings of $1.64 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +6.5%. This quarter's revenue is expected to be $894.32 million, up 2.6% from the year-ago quarter.
The consensus EPS estimate for Zions has been revised 0.9% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +1.18%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Zions will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Key Takeaways CBOE's Q2 2026 net revenues rose 25% to a record $731.6M, while adjusted EPS climbed 45% to $3.56.
Options revenues jumped 30% to $473.9M, supported by 26% growth in total options average daily volume.
Data Vantage revenues grew 15%, with expansion into 24-hour trading and clearing services.
Cboe Global Markets, Inc. (CBOE - Free Report) appears capable of sustaining solid growth as market volatility normalizes, although revenue growth may moderate from the exceptionally strong levels recorded in the second quarter of 2026. The company's diversified business model, leadership in index options, expanding market-data operations, and growing international presence provide several sources of support beyond short-term volatility. However, trading activity remains sensitive to market uncertainty, investor sentiment and demand for hedging, making it difficult to sustain peak volumes consistently.
In the second quarter of 2026, Cboe Global's net revenues increased 25% year over year to a record $731.6 million, while adjusted diluted earnings per share (EPS) rose 45% to $3.56. Options revenues climbed 30% to $473.9 million, supported by a 26% increase in total options average daily volume (ADV), including 32% growth in index options volume. These results highlight the strength of Cboe's derivatives franchise, but also underscore its sensitivity to trading activity and investor demand for hedging.
Beyond volatility-driven trading, Cboe Global has opportunities to diversify revenues through its Data Vantage business, international markets and new products. Data Vantage revenues grew 15% year over year, and management raised its 2026 organic revenue growth target for the business to the low teens. The company's broader strategy includes expanding around-the-clock trading access, developing event contracts and growing clearing services. These initiatives could generate additional revenue streams and reduce reliance on unusually high trading volumes over time.
Overall, CBOE has credible avenues to sustain growth as market volatility normalizes, but maintaining its recent pace will depend on broadening revenues beyond options trading, defending market share and successfully scaling new products.
What About Its Peers?Intercontinental Exchange, Inc. (ICE - Free Report) appears positioned to sustain exchange growth even as market volatility normalizes, although the pace may moderate from elevated levels. The company's diversified product portfolio across financial futures, energy, cash equities and equity options, along with recurring data and connectivity revenues, provides multiple growth drivers. Moreover, recurring exchange revenues grew 10%, providing a more stable source of income. Overall, ICE's diversified revenue streams and recurring data business should help cushion the impact of normalizing volatility, although softer energy trading and fluctuations in transaction volumes remain key risks.
CME Group Inc. (CME - Free Report) appears capable of sustaining healthy trading volumes over the longer term, supported by its diversified derivatives portfolio, strong market position and continued demand for risk-management tools. Its interest-rate, equity, energy, agricultural and metals contracts allow it to benefit from changing economic conditions and shifting investor sentiment. Even as market volatility normalizes, uncertainty surrounding interest-rate policies, inflation, commodity prices and geopolitical developments could continue to drive hedging activity among institutional and retail investors. CME's product innovation, global distribution network and growing electronic trading capabilities also provide opportunities to attract new participants and expand contract volumes.
CBOE’s Price PerformanceShares of CBOE have gained 22.1% in the past year, outperforming the industry.
Image Source: Zacks Investment Research
CBOE’s OvervaluationThe stock is overvalued compared with its industry. It is currently trading at a price-to-earnings multiple of 20.42, higher than the industry average of 20.33.
Image Source: Zacks Investment Research
Estimate Movement for CBOEThe Zacks Consensus Estimate for CBOE’s third-quarter and fourth-quarter 2026 EPS has moved up 1.5% and 0.3%, respectively, over the past 30 days. The same for the full-year 2026 and 2027 EPS has moved up 0.3% and 0.5%, respectively, in the past 30 days.
Hancock Whitney (HWC) vyplácí dividendu ve výši 0,50 USD na jednu akcii s dividendovým výnosem 2,75 %; anualizovaná dividenda meziročně vzrostla o 11,1 %.
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.
Hancock Whitney (HWC - Free Report) is headquartered in Gulfport, and is in the Finance sector. The stock has seen a price change of 14.07% since the start of the year. The holding company of Whitney Bank and Hancock Bank is currently shelling out a dividend of $0.50 per share, with a dividend yield of 2.75%. This compares to the Banks - Southeast industry's yield of 1.94% and the S&P 500's yield of 1.4%.
Looking at dividend growth, the company's current annualized dividend of $2.00 is up 11.1% from last year. Over the last 5 years, Hancock Whitney has increased its dividend 3 times on a year-over-year basis for an average annual increase of 11.55%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Hancock Whitney's current payout ratio is 33%, meaning it paid out 33% of its trailing 12-month EPS as dividend.
Earnings growth looks solid for HWC for this fiscal year. The Zacks Consensus Estimate for 2026 is $6.45 per share, representing a year-over-year earnings growth rate of 12.76%.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. However, not all companies offer a quarterly payout.
High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that HWC is not only an attractive dividend play, but also represents a compelling investment opportunity with a Zacks Rank of #2 (Buy).
Arm Holdings (NASDAQ:ARM) stock is slightly up on Tuesday during a broader sell-off in semiconductor stocks, growing concerns about the sustainability of AI spending and the lingering effect of last week’s legal dispute with Qualcomm Inc (NASDAQ:QCOM).
The Nasdaq is down 0.56% while the S&P 500 has shed 0.13%, and Technology is also in the red (down 0.6%).
• Where is ARM Holdings stock headed?
AI Buildout and Capital ConstraintsBroadcom Inc. (NASDAQ:AVGO) CEO Hock Tan spoke at the DBS Asia Future Forward Conference in Singapore on Monday. "A lot of investors have no clue what they’re investing in, but set very extreme expectations, only to find out that it’s almost like they are in a casino gambling," Tan said, according to Reuters. Tan also said, "[What] I think might be the biggest constraint is capital."
Brookings Institution research published in September projects the U.S. AI infrastructure buildout will reach $10.3 trillion through 2032, averaging 3.63% of U.S. GDP annually.
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Qualcomm Trial Adds to Arm’s PressureSeparately, a Delaware jury received Qualcomm’s lawsuit against Arm on Friday, Reuters reported. Qualcomm alleges Arm breached its licensing agreements and intentionally sabotaged Qualcomm’s dealings with Meta Platforms Inc (NASDAQ:META). The five-day federal trial in Wilmington is the second legal proceeding between the companies in two years. Qualcomm’s architecture license with Arm extends through 2033.
Technical AnalysisFrom a longer-term trend view, ARM is still holding above its 200-day SMA ($221.53), but the stock is now trading 13.5% below its 20-day SMA ($290.20) and 7.2% below its 50-day SMA ($270.41), which frames the recent move as a pullback inside a bigger uptrend. That "below the faster averages, above the 200-day" setup often turns into a make-or-break zone where rallies need to reclaim the 50-day area to reassert upside control.
The bigger-picture trend markers are mixed but still constructive: the Golden Cross in April (50-day SMA over the 200-day SMA) keeps the longer-term bias tilted higher, even as the stock works off the September swing high. With the 52-week high set in June ($452.70) and the 52-week low in February ($100.02), ARM remains volatile, so traders tend to anchor on nearby moving-average levels for direction.
Key Resistance: $267.50 — Lines up closely with the 50-day SMA/EMA zone where rebounds can stall. Key Support: $238 — Nearby floor that sits close to the 200-day EMA ($238.40), making it a key trend-defining area. ARM Stock Price Activity: ARM shares were up 0.94%% at $257.65 at the time of publication on Tuesday, according to Benzinga Pro data.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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JLL zajistila pro Thompson Thrift překlenovací financování ve výši 463 milionů USD na portfolio osmi nových bytových projektů s 2 412 jednotkami. Úvěr s variabilní úrokovou sazbou poskytla společnost Barings.
The construction take-out financing is secured by 2,412 Class A units spanning 7 high growth markets nationwide
Key Takeaways
JLL's Capital Markets group arranged $463 million in bridge financing for an eight-property, 2,412-unit Class A multifamily portfolio developed by Thompson Thrift
Barings provided the floating-rate construction take-out loan for the newly delivered properties across Florida, Georgia and Arizona
The portfolio spans seven MSAs: Orlando, Pensacola, North Port-Sarasota-Bradenton, Vero Beach, Palm Bay-Melbourne-Titusville, Atlanta and Phoenix, providing meaningful geographic diversification
, /PRNewswire/ -- JLL's Capital Markets group announced today that it has arranged $463 million in bridge financing for Thompson Thrift's eight-property multifamily portfolio comprising 2,412 Class A apartment units across Florida, Georgia and Arizona.
Working exclusively on behalf of Thompson Thrift, JLL secured the floating-rate construction take-out loan through Barings, with Daniel Hedgepeth leading the financing. The proceeds retired existing construction loans across all eight properties, which were delivered on a phased basis throughout 2025 and 2026.
The Junction at Rockledge
The portfolio consists of brand-new Class A communities strategically located across seven MSAs:
Standard441 in Orlando (300 units)
The Quinn in Pensacola (324 units)
The Pullman in Atlanta (276 units)
Stella in Phoenix (308 units)
The Stadler in North Port-Sarasota-Bradenton (280 units)
Verity in Vero Beach (276 units)
The Junction at Rockledge in Palm Bay-Melbourne-Titusville (380 units)
The Hadley in North Port-Sarasota-Bradenton (268 units)
Properties range from 268 to 380 units with an average unit size of 1,023 square feet.
Each property features luxury amenities and premium finishes synonymous with the Thompson Thrift brand, such as 24-hour fitness centers, resort-style swimming pools, resident social hubs with coffee bars, pickleball courts, dog parks with pet spas, business centers and thoughtfully designed outdoor spaces. Unit interiors feature gourmet kitchens with stainless steel appliances, quartz or granite countertops, smart home technology, full-size washers and dryers, and private balconies or patios. Thompson Thrift built differentiated product to fit the demand profile of each micro location, with properties strategically positioned near retail corridors, major employers, military and aerospace facilities and major transportation arteries.
JLL's Capital Markets Debt Advisory team representing the borrower was led by Senior Managing Director Danny Kaufman, Director Medina Spiodic, CEO and Executive Managing Director Mark Gibson and Executive Managing Director Matthew Lawton.
JLL's Capital Markets group is a full-service global provider of capital solutions for real estate investors and occupiers. The group's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients, including investment sales and advisory, debt advisory, M&A and corporate finance, loan sales, equity & fund placement, net lease, derivative advisory and energy & infrastructure advisory. JLL's Capital Markets group has more than 3,000 specialists worldwide with offices in nearly 50 countries.
For more news, videos and research resources, please visit JLL's newsroom.
About JLL
JLL (NYSE: JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 112,000 as of June 30, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
About Thompson Thrift
Founded in 1986, Thompson Thrift has grown from a locally focused development and construction company into a full-service, integrated real estate company with a national footprint. With offices in Indianapolis and Terre Haute, Indiana; Denver; Houston; and Phoenix, the company develops, constructs, leases and manages high-quality multifamily communities. Thompson Thrift employs more than 675 team members and has developed more than $7.9 billion in ground-up real estate projects across 25 states. The company has been recognized by the National Multifamily Housing Council as one of the nation's Top Apartment Developers and Top Builders and earned its fourth consecutive Top Workplaces USA award in 2026, reflecting its commitment to excellence in the workplace and the communities it serves. To learn more, visit thompsonthrift.com.
About Barings
Barings is a $502 billion* global alternative asset manager that partners with institutional, insurance and wealth clients and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual with a minority investment from MS&AD, seeks to deliver excess returns by leveraging its global scale and capabilities across credit, real assets, capital solutions and emerging markets.
Akcie společnosti AST SpaceMobile za týden klesly téměř o 26 % poté, co Piper Sandler snížila své doporučení na „neutrální“ kvůli závislosti firmy na konkurenční společnosti SpaceX při vynášení satelitů na oběžnou dráhu.
AST SpaceMobile (ASTS -7.27%) stock enjoyed a brief pop Monday, gaining 1% before resuming its fall Tuesday. Credit for the pop goes to Deutsche Bank, which upgraded the satellite communications stock to "buy" after watching AST lose 65% of its market capitalization from May to October. As of 11:55 a.m. ET today, however, AST shares are down 9% -- and down nearly 26% over the past week.
And you can blame Piper Sandler for that -- because Piper thinks Deutsche is wrong about AST SpaceMobile.
Image source: Getty Images.
What Deutsche says about AST SpaceMobileLet's start with the bull case.
Deutsche Bank analyst Bryan Kraft thinks investors have overreacted to delays in AST's launch schedule, which prevented it from assembling its constellation in time to begin offering direct-to-cell service this year. After its steep decline, argues Kraft, "all but $10" of AST's stock price is backed up by the value of the cellphone spectrum AST owns.
As for the remaining $10, Kraft argues that Space Exploration Technologies' (SPCX -3.92%) move to build a satellite-based direct-to-cell network will push telecom companies away from SpaceX, and toward partnership with AST -- boosting AST's business and making AST stock a buy.
Premium Feature
Moneyball Superscore
70/100
Today's Change
(
-7.27
%) $
-3.74
Current Price
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47.72
What Piper Sandler thinks about ASTPiper Sandler analyst Alexander Potter disagrees and downgraded AST stock to "neutral" today. Even if telcos want to partner with AST, that doesn't help if AST lacks satellites in orbit. And with Ariane, Blue Origin, and United Launch Alliance rockets all up on blocks, AST depends on SpaceX rockets to launch its satellites.
You can see the problem here.
AST SpaceMobile needs between 45 and 60 satellites to provide coverage across even just "select" markets. But it can't put them there unless SpaceX -- now its primary competitor -- permits it. That sounds more like a sell argument than a "buy" to me.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool has a disclosure policy.
Akvizice LivePerson rozšiřuje dosah společnosti SoundHound na 25 značek z žebříčku Fortune 100; vedení očekává, že tato zákaznická základna v budoucnu přinese tržby přes 500 milionů USD.
Key Takeaways SoundHound's LivePerson deal expands its enterprise AI reach to 25 Fortune 100 brands.SoundHound sees over $500M in future revenue potential from cross-selling and enterprise adoption.SOUN faces integration risks and cash burn despite 45% revenue growth and a debt-free balance sheet. SoundHound AI, Inc. (SOUN - Free Report) is expanding its enterprise artificial intelligence (AI) footprint following the completion of its LivePerson acquisition in September 2026. The deal gives the combined company access to a customer base that includes 25 Fortune 100 brands, strengthening its ability to scale conversational and agentic AI solutions across industries.
LivePerson Expands SoundHound's Enterprise ReachThe acquisition combines LivePerson's digital messaging infrastructure with SoundHound's proprietary voice AI capabilities. Integrating LivePerson into SoundHound's OASYS platform will enable unified customer interactions across voice, web, mobile, SMS and social channels.
The combined company also holds more than 750 patents, strengthening its competitive positioning. Management sees an opportunity to generate more than $500 million in future revenues from the existing customer base alone, supported by cross-selling and broader enterprise adoption.
SoundHound's second-quarter 2026 revenues increased 45% year over year to $61.9 million, reflecting growing demand for OASYS. Its adjusted EBITDA loss narrowed 33% to $9.6 million, indicating improving operating efficiency.
Can SoundHound Convert Scale Into Profitability?Despite significant expansion opportunities, integration challenges, customer retention risks and implementation costs could pressure near-term profitability.
SoundHound used approximately $60 million in operating cash during the first half of 2026. However, its debt-free balance sheet provides financial flexibility.
The LivePerson acquisition could accelerate SoundHound's transition into a larger enterprise AI provider. Nevertheless, realizing the anticipated revenue opportunities while controlling costs and improving cash generation will be critical to achieving sustainable growth.
SoundHound Faces Rising Competition in Enterprise AISoundHound faces growing competition from Five9 (FIVN - Free Report) and NICE Ltd. (NICE - Free Report) , which are strengthening their AI-powered customer engagement platforms to capture rising enterprise demand.
Five9 provides cloud-based contact center solutions, integrating conversational AI, intelligent automation and virtual agents to improve customer interactions. Five9's established enterprise relationships and cloud infrastructure support large-scale AI deployments. Its expanding AI capabilities could intensify competition with SoundHound as businesses seek unified customer engagement solutions. Five9's focus on automation and customer experience also positions it to capture enterprise spending.
NICE offers AI-powered customer experience solutions through its CXone platform, combining digital engagement, automation and workforce optimization. NICE's extensive enterprise customer base, established market presence and comprehensive product portfolio provide competitive advantages. NICE continues investing in AI-driven automation and omnichannel capabilities to strengthen its position.
While Five9 and NICE benefit from established enterprise platforms, SoundHound's LivePerson acquisition expands its customer reach and cross-selling opportunities. However, successful integration remains essential to competing effectively at scale.
SOUN’s Price Performance, Valuation & EstimatesSoundHound’s shares have lost 50.2% year to date (YTD), underperforming the industry, as shown below.
SOUN’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, SOUN trades at a forward price-to-sales (P/S) multiple of 7.83, slightly lower than the industry’s average.
SOUN’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
Over the past 60 days, the Zacks Consensus Estimate for SoundHound’s 2026 and 2027 loss per share has remained unchanged at 19 cents and 14 cents, respectively, as shown below. The expected loss for 2026 remains wider than the previous year’s loss of 13 cents per share.
Image Source: Zacks Investment Research
SOUN currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways SMTC's data-center revenues hit a record $100 million in Q2 fiscal 2027, rising 91% year over year. SMTC expects 1.6T CopperEdge and FiberEdge products to contribute over 50% of Q3 FY27 data-center revenues. SMTC's fiscal 2027 backlog is fully booked, while over 70% of its fiscal 2028 target is already covered. Semtech Corporation (SMTC - Free Report) is seeing strong demand for its data center products as hyperscalers increase spending on AI infrastructure. The company’s data center revenues reached a record $100 million in the second quarter of fiscal 2027, up 39% sequentially and 91% year over year. Growth was driven by continued strength in 800G products, along with the ramp of 1.6T CopperEdge and FiberEdge solutions. Management expects this momentum to continue, with data center revenues projected to increase 45% sequentially and 160% year over year in the third quarter of fiscal 2027.
The 1.6T transition could become an important growth driver for Semtech. Management expects 1.6T FiberEdge and CopperEdge products to account for more than 50% of total data center revenues in the third quarter of fiscal 2027. Semtech is also gaining market share in optical connectivity, where its FiberEdge business has grown from about 18% market share in 800G two years ago to more than 50%. Further, the company expects its 1.6T FiberEdge market share to exceed 50% by the end of fiscal 2027.
The company is also preparing for the next stage of data center growth. Semtech is expanding its photonics portfolio through gain chips, high-power CW lasers, semiconductor optical amplifiers and photodiodes. These products are aimed at higher-speed applications, including 3.2T transceivers and co-packaged optics. Management expects its content per transceiver to increase from high single-digit dollars to high double-digit dollars as data center speeds move from 800G to 3.2T.
Strong customer demand supports SMTC’s prospects as well, with the company reporting that its backlog for the remainder of fiscal 2027 was fully booked and more than 70% of its target for fiscal 2028 was already covered. Management is also working with manufacturing partners to secure additional capacity for fiscal 2028 and beyond. If it can meet customer requirements and maintain its product momentum, the 1.6T ramp could remain an important driver of Semtech’s data center growth over the next several quarters.
How Competitors Fare Against SMTCSemtech faces stiff competition from Marvell Technology (MRVL - Free Report) and MACOM Technology Solutions (MTSI - Free Report) in high-speed data center connectivity.
MRVL offers optical digital signal processors, switching products, transimpedance amplifiers (TIAs) and drivers for high-speed optical connectivity. Its data center revenues reached a record $2.17 billion in the second quarter of fiscal 2027, up 46% year over year. Demand for its 800G products remains strong, while its 1.6T business is ramping rapidly. The company now expects fiscal 2027 revenues to grow about 45% year over year to roughly $12 billion, with data center revenues up about 60%.
MTSI is also expanding its presence in high-speed data center connectivity. Its portfolio includes 800G and 1.6T products, linear equalizers for copper interconnects, high-speed TIAs and drivers, and photodetectors. Data center remained MTSI’s fastest-growing business in the third quarter of fiscal 2026, with revenues of $137.6 million, up about 40% sequentially and 81.5% year over year. The company reported a record book-to-bill ratio of 1.6 in the third quarter of fiscal 2026 and expects fiscal 2026 data center growth of about 74%.
SMTC’s Price Performance, Valuation & EstimatesShares of SMTC have jumped 127.1% in the year-to-date period compared with the Zacks Semiconductor - Analog and Mixed industry’s return of 45.2%.
SMTC YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, SMTC trades at a forward price-to-sales ratio of 9.82, higher than the industry’s average of 8.42. The Zacks Value Score of F suggests that SMTC stock is overvalued.
SMTC Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SMTC’s fiscal 2027 earnings is pegged at $3.48 per share, unchanged over the past 30 days, indicating a 103.5% increase from the previous year.
Image Source: Zacks Investment Research
SMTC currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
After two weeks of consistent losses, Uniswap’s [UNI] retail traders are starting to flock to the network. At the same time, outflows from the exchanges have tripled to 6.5K UNI over the last 24 hours.
All the above positive development comes at a crucial time, occurring while the token is testing an area of demand at around $6.80. The bullish pressure from the increasing retail traders is already starting to show on the daily chart.
The token’s price action is positively reacting to the demand. As a result, Uniswap’s prices are gaining some bullish momentum.
Could the positive technical paired with the developing on-chain initiate a reversal ahead of the CME plan to add Futures trading on Uniswap on October 19? Or will sellers have their say this time round?
Source: TradingView Is retail demand returning to UNI? The growing activity on Uniswap implies that the participants might be seeing the dips in UNI’s price as a buying chance. But it must also be remembered that it does not necessarily mean that the bulls have taken the charge.
The most important thing is if this interest will lead to the demand on the Spot level that will be strong enough to offset the selling pressure in the $6.80 zone of demand.
Source: CryptoQuant Can rising exchange outflows ease selling pressure? On the derivative data, UNI’s average outflows from exchange have tripled to 6,500 tokens over the past 24 hours. Uniswap’s skyrocketing exchange outflows suggests that holders are moving tokens away from trading platforms.
This potentially reduces the amount immediately available for sale. So,the reducing supply could amplify the current bullish momentum.
Source: CryptoQuant Will the CME listing support a reversal? CME Group will launch standard and Micro UNI Futures on the 19th of October, pending regulatory approval. The contracts would provide new tools for traders to hedge against the price changes of UNI.
The upcoming listing can contribute to positive sentiment due to UNI getting listed in regulated derivative markets. However, the news will not ensure any new Spot interest, as traders can modify their positions ahead of it.
At the moment, $6.80 is the crucial level to pay attention to. If the demand zone is defended, coupled with the outflows from the exchange and higher buy interest, the price can recover.
In case of the breakdown by sellers, the recent developments in on-chain activity might not be enough to avoid more losses.
Final Summary UNI is testing the $6.80 demand zone after two weeks of losses, while rising retail participation hints at renewed interest from traders. Exchange outflows have tripled to 6,500 UNI in 24 hours ahead of CME’s planned Futures launch.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
NEAR just set a new record in the futures market. Open interest in NEAR contracts hit $1.92 billion on October 12, according to Coinglass data. That is the highest level ever for the token. At that moment, NEAR was trading at $5.88.
The size of this jump is hard to miss. In July and August, open interest sat between $300 million and $450 million. It started to climb in mid-September and passed $1 billion within days. In approximately two months, traders have put roughly four times more money into NEAR futures.
Near's explosive rallyPrice followed the same path. NEAR rose from around $1.60 in August to nearly $6.00. The daily chart shows the coin trading far above its moving averages. The black line, which tracks the long-term trend, is near $2.55, and the price is about double that.
HOT Stories
NEAR/USDT Chart by TradingViewBut the record came with a warning. NEAR touched $6.00 and then fell hard. The current daily candle is red, with the price now near $5.07. Open interest also dropped from its peak and now sits closer to $1.5 billion. That means many traders closed positions or were forced out during the drop.
This is the danger of high open interest. When many traders use borrowed money, a sharp move in either direction can trigger a chain of forced selling. The fall from $5.88 to $5.07 looks like that kind of flush.
Mixed signalsThe RSI was above 75 in late September, which confirmed the rally was overheated. It has cooled to approximately 55, so the market is no longer stretched. Trading volume has also decreased in October, which suggests less excitement than during the September breakout.
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The key levels are clear. On the downside, the green moving average near $4.60 is the first support, and the low from last week near $4.30 is the next one. A break below those would open a path toward $3.90. On the upside, buyers need to push back above $5.50 to try another run at $6.00.
For now, NEAR has strong momentum and record interest from traders. But a record in open interest does not guarantee more gains. It shows that many people are betting on the coin, and that could push the price either way.
Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
The US Federal Reserve's hawkish rhetoric triggered a large-scale capital outflow from the digital asset industry, but the artificial intelligence (AI) sector managed to turn the general panic into a local rally. According to a fresh report from market maker Wintermute, the main beneficiary of the shift in market sentiment was the Near Protocol (NEAR), which effectively took the AI-segment leadership crown amid falling key tokens.
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The published minutes of the Fed meeting confirmed that most officials expect another rate hike before the end of the year, pushing the yield on 10-year US government bonds to a multi-year high of 5.24%. Market reactions were polarized: the S&P 500 index hit a record high (+1.2% for the week), as growth in expected corporate earnings (+29% y/y) fully offset the high borrowing rate.
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Cross-asset performance ranking matrix showing digital assets underperforming traditional markets during Week 41, Source: WintermuteThe crypto market, lacking similar fundamental support, saw weekly outflows of $679 million from spot Bitcoin ETFs (the highest since June) and $542 million from Ethereum ETFs, while CoinGlass recorded forced liquidations of $1.19 billion ($1.06 billion of them longs). Bitcoin dropped 3.2% (to $83k), while Ethereum plunged 7.0% due to a reputational shock: an Ethereum Foundation researcher publicly urged users to migrate to new addresses immediately.
But the largest damage was done elsewhere.
The market's new favorite. How NEAR ignored the general stormThe main blow fell on the altcoin sector, where the median decline was 3.7% and the recent leader UNI collapsed by 15.8%. Of the 66 largest projects, only 11 closed in the green.
However, this crisis exposed an important trend: investors did not flee to fiat but changed narratives. Capital leaving classic DeFi platforms began actively flowing into tokens tied to artificial intelligence technologies.
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Near became the absolute leader of the movement. Historically positioned as an AI-oriented blockchain, the project effectively ignored the market storm and, after a symbolic dip, claimed leadership in the sector, continuing its aggressive growth.
Wintermute highlights two key drivers of this momentum: a technological news event (the network introduced support for post-quantum digital signatures to strengthen security) and market mechanics. Bears tried to short NEAR out of inertia along with the rest of the market, which triggered a powerful short squeeze: the forced buyback of short positions only accelerated the token's surge.
Why now is not the time to take risksUntil US government bond yields stabilize and net inflows return to Bitcoin ETFs, Wintermute considers buying altcoins on rebounds an unjustified risk. Attention is shifting to fresh US inflation (CPI) data and the financial reports of tech giants, which will determine whether the global AI trend continues to provide the industry with liquidity.
Zakladatel projektu Avalanche Emin Gün Sirer varuje, že AI spíše odhalí chyby v peněženkách a softwaru, než prolomí algoritmus ECDSA, což by mohlo umožnit krádeže v řádu miliard dolarů.
The founder of Avalanche believes that the crypto industry is too focused on a potential break of cryptography. According to him, artificial intelligence could first exploit the vulnerabilities already present in software and wallets.
In Brief
Emin Gün Sirer considers the debate on AI and crypto security largely exaggerated and points first to software bugs.
He believes that the code of Ripple and other networks might hide vulnerabilities that AI will detect more easily than humans.
No specific vulnerability has been reported in this debate, launched on October 7 by researcher Justin Drake.
The AI Threat Revives the Debate on Ethereum Security
The debate gained momentum on October 7, when Justin Drake, a researcher at the Ethereum Foundation, called on the industry to prepare a “bunker mode”. He specifically recommends transferring funds to never-before-used addresses, to keep public keys hidden behind a hash function.
His concern involves ECDSA, the signature mechanism used by many wallets. According to his scenario, the accelerated mathematical progress driven by AI could weaken this system within a few months, rather than over several years.
This hypothesis has sparked mixed reactions. Yehuda Lindell of Coinbase sharply criticized this perspective, while the technical director of Ledger highlighted the risks linked to a hasty migration. Vitalik Buterin acknowledged the existence of a serious risk without calling for urgent action.
Emin Gün Sirer Focuses First on Software Vulnerabilities
On October 9, the founder of Avalanche took a stand on X. “The debate on the threat AI poses to crypto is largely just talk,” he writes. In his view, AI will find flaws in existing systems long before breaking ECDSA. These vulnerabilities could allow attackers to steal billions of dollars from software libraries and wallets.
Sirer notably cites Ripple and other networks that hold significant value without undergoing thorough code review. According to him, believing that no flaw hard to detect by humans escapes developers is an illusion. AI could precisely facilitate discovering these vulnerabilities, sometimes unknown to publishers and exploited before their fixes.
Nevertheless, Sirer does not completely dismiss the cryptographic risk. He considers it appropriate to prepare backup solutions and indicates that Avalanche is exploring alternatives based on hashing. However, he believes securing existing code should come first.
Recent incidents reinforce his argument. The crypto sector lost 766 million dollars in September. Moreover, a security team demonstrated this summer that AI could detect 85 critical vulnerabilities.
Cryptography or Bugs: Two Risks to Anticipate
These two threats remain distinct. A break of ECDSA would potentially compromise the security of many cryptographic keys. In contrast, software vulnerabilities already expose users to attacks, without waiting for a mathematical breakthrough.
The issue also concerns Bitcoin: over six million bitcoins would rely on already visible public keys, representing more than 31% of the circulating supply. The migration recommended by Drake aims to reduce this exposure but does not resolve software vulnerabilities.
The debate therefore remains open. While awaiting potential breakthroughs capable of weakening cryptographic signatures, developers must also strengthen the systems that protect funds. To delve into these issues, find Cointribune articles dedicated to artificial intelligence.
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Fenelon L.
Passionné par le Bitcoin, j'aime explorer les méandres de la blockchain et des cryptos et je partage mes découvertes avec la communauté. Mon rêve est de vivre dans un monde où la vie privée et la liberté financière sont garanties pour tous, et je crois fermement que Bitcoin est l'outil qui peut rendre cela possible.
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
Axiym’s stablecoin payment volume on Avalanche has grown 4.4 times over the past year, climbing to more than $2 billion.
What Axiym actually does
Axiym is a Dubai-based liquidity-as-a-service platform. Its customers are licensed money services businesses, or MSBs, the companies that move remittances and business payments across borders.
Those firms have long lived with something called pre-funding. Picture a remittance company that wants to pay out in a dozen countries. It typically has to park cash in local accounts in each one ahead of time, just in case customers send money there.
Axiym’s model removes that requirement. Running on Avalanche’s C-Chain and using stablecoins as settlement rails, the platform lets MSBs operate with far less working capital tied up. According to the research findings, that means 70-90% less capital lockup.
CEO Khibar Rassul has framed the value in those terms: Axiym unlocks capital that was previously trapped in pre-funding.
The growth curve so far
By April 2025, Axiym had processed $132 million in cumulative volume on Avalanche.
A year later the picture looked very different. The platform had crossed $1.2 billion in volume in under a year by April 2026.
By August 2026, processed volume exceeded $1.6 billion. A September 2026 case study then reported more than $1.43 billion processed during Axiym’s first year on the network.
The latest figure puts stablecoin payment volume above $2 billion, reflecting the 4.4x jump over the past year.
Monthly activity has also held up. Stablecoin payment volumes have stayed above $130 million every month since January 2026, with some months topping $170 million and peaks reported as high as $180 million.
The network behind it
Axiym integrates with established payment networks, and its partners process over $25 billion annually across more than 150 countries. Those partners handle somewhere between 60 and 96 currencies, depending on the figure cited.
Why stablecoins fit this problem
Stablecoins are tokens pegged to a currency like the US dollar, and they can settle on a blockchain within minutes at any hour. For an MSB, faster settlement means less money needs to sit in limbo. If settlement is quick and predictable, the need to pre-stock accounts around the world shrinks dramatically.
What this means
For the payments industry, Axiym is a test case for whether liquidity-as-a-service can meaningfully change how MSBs manage cash. Cutting capital lockup by 70-90% would let firms enter more corridors without raising more money.
There are open questions worth watching. The first is whether the growth rate holds as the base gets larger, since 4.4x is easier from a few hundred million than from several billion.
The second is regulatory. MSBs are heavily supervised, and any shift in how authorities treat stablecoin settlement across jurisdictions could speed up or slow down adoption of models like Axiym’s.
The third is concentration. Much of the pitch depends on stablecoins staying stable and liquid, so the reliability of those underlying tokens is effectively part of Axiym’s product.
For now, the trajectory is clear enough. A platform that measured its cumulative volume at $132 million in April 2025 is now reporting stablecoin payments above $2 billion, built on the unglamorous but valuable task of freeing up trapped cash.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Grayscale během posledních 20 dní nakoupil pro ETF GSOL SOL za 20,2 milionu USD, zatímco VanEck během poslední obchodní seance prodal SOL v hodnotě zhruba 700 000 USD.
Grayscale is experiencing robust inflows to its Solana ETF, GSOL, as investor demand continues to grow. Newly released data from Arkham Intelligence reveals that Grayscale acquired $20.2 million in Solana over the past 20 days, highlighting consistent daily buying activity.
Strong inflow momentum for Grayscale’s GSOLGSOL has recorded steady inflows throughout the last month, with only one day of outflows during this period. Most sessions demonstrated new capital entering the fund, reinforcing Grayscale’s appeal among investors seeking exposure to Solana through exchange-traded products.
Institutional players have shown particular interest in the product, with market analysts noting that Grayscale’s ETF, despite launching only recently, has quickly established itself as a key vehicle for Solana investment.
The data shows that the Grayscale Solana ETF saw consistent demand from investors as it recorded a steady influx of fresh capital on most daily trading sessions over the last month.
When compared to competing Solana exchange-traded funds, GSOL’s inflow record stands out. Even during short-lived market volatility, only minimal withdrawals were recorded, suggesting ongoing confidence among existing investors.
VanEck’s VSOL faces outflows amid volatilityIn contrast, VanEck’s VSOL ETF has reported investor withdrawals as participants reacted to recent fluctuations in the digital asset market. The latest available trading session saw VanEck selling approximately $700,000 worth of SOL, signaling a cooldown in investor appetite for this particular Solana product.
Market observers have noted that, during the same period, Grayscale did not report any sales—reflecting a notable divergence in fund flows between the two ETF providers. This difference has further elevated Grayscale’s position in the evolving Solana ETF landscape, supporting the impression that GSOL is attracting a greater share of institutional and retail attention.
Investor behavior and meme token activityThe current environment emphasizes the importance of tracking inflows, outflows, and investor behavior when analyzing ETF performance and broader market sentiment. In the highly volatile meme token market, sharp capital movements are common. An online trend can drive millions of dollars of activity within days. For example, Fomo App data highlighted a trade that turned a $99 investment in “Niu Lai” into roughly $370,000, illustrating the pace and intensity of shifts in this sector.
Monitoring the timing and token selection by market participants is becoming increasingly vital. Fomo App offers a platform that combines token discovery, real-time trading, and investor ranking features. By providing social feeds and trade notifications, Fomo App enables users to monitor meme token trends alongside overall investor activity.
With GSOL continuing to attract steady inflows and VanEck facing outflows, Grayscale is steadily strengthening its presence in the Solana exchange-traded fund market. The divergence in fund flows between competitors underlines the shifting preferences of institutional and retail participants in crypto investment products.
Solana plánuje 21. října spustit na mainnetu konsenzuální upgrade Alpenglow, který má zkrátit finalitu transakcí na 150 milisekund. Oficiální dokumentace toto datum zatím nepotvrdila.
Solana logo, official brand asset from solana.com/branding. Alpenglow is a Solana consensus upgrade.
Alpenglow, Solana’s most significant consensus upgrade, is scheduled to launch on the mainnet on October 21, aiming for a substantial reduction in transaction finality time to 150 milliseconds. This upgrade, announced via social media, seeks to replace the existing TowerBFT voting layer with direct validator votes and aggregate certificates. Although this announcement marks a major milestone for Solana, official documentation has yet to confirm the October 21 activation date. The anticipated upgrade is expected to enhance network performance significantly, potentially impacting Solana’s competitive position.
Market participants are closely monitoring the unfolding developments, as the Solana (SOL) token was near $107 on October 13, down approximately 4% on the day. The prospect of faster transaction finality and reduced on-chain voting overhead suggests that the network’s performance could improve substantially if the upgrade proceeds as planned. This has implications for Solana’s pricing in prediction markets, where the likelihood of reaching higher price thresholds in October is being actively assessed.
Key Takeaways
Activity suggests anticipation of Solana’s Alpenglow upgrade, which aims to significantly enhance network speed and efficiency.
Pricing in prediction markets appears consistent with expectations of increased investor confidence following a successful upgrade.
Current Solana pricing reflects a cautious approach, with potential for upward adjustments as the upgrade date approaches.
What to Watch
Observers are focused on Solana’s official confirmation of the Alpenglow upgrade activation date. A successful mainnet launch on October 21 could alter market dynamics significantly, possibly leading to price increases. Conversely, any delays or technical issues could dampen investor sentiment. Key actors in the Solana ecosystem, including co-founders Anatoly Yakovenko and Raj Gokal, may provide further insights as the launch date nears. Market participants will also be watching for regulatory developments and broader cryptocurrency market trends that could influence Solana’s pricing trajectory.
Universal rozšiřuje stablecoin USDU na blockchain Solana pro institucionální vypořádání. USDU je krytý rezervami v poměru 1:1 a v SAE je registrován jako zahraniční platební token pro platby související s digitálními aktivy, nikoli pro obecné domácí platby na pevnině SAE.
Universal has announced the expansion of its dollar-backed USDU stablecoin to Solana, extending its UAE-regulated issuance framework and 1:1 reserve backing to another blockchain for institutional settlement.
Summary
USDU’s Solana integration will support transfers, digital asset settlement, and institutional treasury management.
Universal says dollar reserves back USDU 1:1, with independent attestations published each month.
Aquanow will provide distribution and institutional access across supported markets.
USDU’s UAE registration permits digital asset payments but excludes general mainland domestic payments.
Universal said in its announcement that eligible participants will be able to hold and transfer USDU on Solana, using the network for dollar-denominated transactions around the clock. The issuer identified digital asset settlement and treasury management among the intended uses, alongside other on-chain financial activities.
Under the terms described by Universal, access remains focused on professional and institutional participants in the UAE and permitted international markets. The company said Aquanow, its global distributor, will connect eligible participants with the stablecoin through its institutional distribution infrastructure.
USDU’s Solana expansion targets institutional settlement
Through the integration, Universal said USDU will become available across additional wallets, platforms and financial applications that support Solana. The company described the network’s transaction speed, low costs, and continuous operation as reasons for extending the stablecoin to the blockchain.
Juha Viitala, Universal’s senior executive officer, tied the expansion to institutional access to digital dollars.
“Expanding USDU to Solana brings the reach of regulated, USD-denominated liquidity to one of the most active environments for on-chain payments and financial applications.”
In the same statement, Viitala said the combination of USDU’s UAE regulatory framework and Solana’s infrastructure would give eligible institutions flexibility in how they “access, move and deploy digital dollars on-chain.”
For distribution, Universal said Aquanow will handle connections with institutions and professional participants across supported markets. Aquanow describes its customers and partners as banks, neobanks, brokerages and payment companies, with regional teams operating across North America, the Middle East, Europe and Asia.
According to the announcement, Aquanow’s UAE business operates through Aquanow ME FZE, which is regulated by Dubai’s Virtual Assets Regulatory Authority. Its licensed activities include broker-dealer services, lending and borrowing, and management and investment services.
UAE authorization limits USDU to specified payment uses
Universal said USDU is the first dollar-backed stablecoin registered with the Central Bank of the UAE as a Foreign Payment Token. The company identifies that registration as the basis for its permitted use in digital asset-related payments within the country.
For UAE transactions, Universal’s disclosures state that USDU may be used to purchase digital assets and digital asset derivatives. The issuer expressly excludes general payment purposes in mainland UAE, including domestic payments.
Within Abu Dhabi Global Market, Universal Digital Intl Limited is separately regulated by the Financial Services Regulatory Authority to issue a Fiat-Referenced Token to Professional Clients only, according to the company’s regulatory disclosures.
On reserve backing, Universal said it holds one dollar in reserves for each USDU token. The issuer also said independent attestations are published monthly, allowing participants to review reports covering the reserves.
USDU already has a connection to dirham-denominated settlement. In a May 7 report, crypto.news covered a regulated stablecoin conversion framework linking USDU with the dirham-backed AE Coin, supported by Al Maryah Community Bank. The companies described the arrangement as infrastructure for institutional settlement, liquidity management, treasury operations, and cross-border transactions.
For that conversion service, the companies identified Aquanow and Changer.ae as the initial access providers. They also said future integrations could support trade finance and multi-currency settlement, presenting those services as potential extensions rather than completed launches.
Bitcoin.com previously added an Ethereum access route
Before the Solana announcement, Bitcoin.com outlined plans to add USDU wallet support on Aug. 19. The agreement covered its web and mobile self-custodial wallet, with USDU supported as an ERC-20 token on Ethereum.
According to Bitcoin.com, users would be able to hold, send, and receive the token while retaining control of their private keys. The company said availability would depend on local rules, with additional services relying on integrations from outside providers.
Beyond storage and transfers, Bitcoin.com said it planned to accept USDU for designated services and work toward payments between users and merchants across its products. Swaps and fiat purchase and sale functions were expected to follow when third-party providers supported the stablecoin.
The wallet announcement also included educational material explaining fiat-backed stablecoins, reserve attestations and regulated issuance. Bitcoin.com said users would receive that information through its Learn-to-Earn content and a dedicated stablecoin education series.
Solana payment products already serve business and remittance users
For U.S. business payments, Ramp described a separate Solana-based service in July that lets companies fund overseas stablecoin transfers from dollar bank accounts. Its Solana-powered stablecoin accounts, reported on July 22, support USDC and USDT rather than USDU.
Through Ramp Bill Pay, the company said customers could fund payments from a U.S. dollar bank account or Ramp Checking, with the money converted into USDC or USDT before delivery to a recipient’s wallet. Stablecoin balances sit alongside cash accounts and use existing approval policies and accounting integrations, according to Ramp.
The company said its service supported vendor payments in more than 140 countries and fiat payouts in over 40 local currencies. Ramp also reported that more than 1,000 businesses used stablecoins for vendor payments, with over 70% of their payment volume occurring outside traditional banking hours.
In consumer remittances, Western Union and Rain launched the Stablecard wallet on Aug. 4 across 37 markets, according to an Aug. 5 report. The product uses Western Union’s USDPT stablecoin, issued on Solana by Anchorage Digital Bank and redeemable 1:1 for U.S. dollars.
According to Western Union, customers can receive eligible remittances into Stablecard, transfer USDPT from compatible wallets or exchanges, and spend through Visa merchants or withdraw through ATMs. Rain built the application, embedded wallet, and card infrastructure, while the product’s disclosures state that ATM charges, foreign exchange costs, and other fees may apply.
GE Vernova ve 2. čtvrtletí vytvořila volný peněžní tok ve výši 5,1 mld. USD a zvýšila výhled na rok 2026; objem nevyřízených zakázek dosahuje 176 mld. USD.
GE Vernova (GEV -0.16%) has been an extremely successful spinoff. The company's stock has surged about sevenfold since separating from General Electric (GE) in April 2024. The spinoff enabled management to focus intently on the energy segments without distraction from other legacy GE businesses.
The resulting strong stock performance came from a surging backlog of orders, while management expanded profit margins, generating massive free cash flow. With the stock recently trading above $1,000 per share after a more than 50% gain this year, now may be the time for GE Vernova to split its stock, which would lower the share price, increase the number of shares, and have no effect on the value of an individual's shares.
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Do stock splits matter? Several large companies, including energy drink maker Monster Beverage and online auto dealer Carvana, have executed stock splits this year. Travel technology company Booking Holdings even executed a 25-for-1 forward stock split in April, dropping the share price from over $4,000 to about $170 per share.
Although a stock split does not alter the company's overall value, it can indicate management's confidence in the business's fundamentals. Executives are usually reluctant to split a stock unless they are optimistic about the stock's future performance. Since it doesn't change the company's actual value at the time, it might not be surprising that stock splits don't always mean shares will rise over the long term.
But momentum in the underlying business can also be reinforced by a stock split announcement, as it signals management's confidence in the business. Data show that short-term momentum in the stock price coincides with stock split announcements, as shown in the chart below.
Image source: Statista.
The business justifies it GE Vernova's business certainly qualifies as strong. The company generated $5.1 billion in free cash flow in the second quarter. That compares to just $3.7 billion in all of 2025. GE Vernova CEO Scott Strazik summarized the state of the business with these comments in the Q2 report:
We delivered strong financial results in the second quarter as global demand for our products and solutions continues to grow. With a backlog of $176 billion, continued revenue growth and margin expansion, and significant free cash flow generation, GE Vernova's momentum is building, and we are raising our 2026 financial guidance.
So the business is strong and shares are nominally pricy, making some investors wonder whether GE Vernova will split its stock soon, which could make shares more attractive and more actively traded. When a stock splits, it can enhance liquidity by rendering shares (with a lower price tag) more accessible to a broader range of investors. Although many brokerages now offer fractional shares, most people likely underutilize this less-advertised option. Consequently, a reduced share price can attract more buyers by creating a sense of increased affordability. Remember, though, price is not value.
Investors don't know whether GE Vernova stock will be the next to split. The company has made no announcements. Whether one waits for a potential split or not, though, owning GE Vernova stock looks to be a good investment right now.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booking Holdings, GE Vernova, and Monster Beverage. The Motley Fool has a disclosure policy.
Čistý příliv do Global WAM společnosti Manulife Financial ve 2. čtvrtletí 2026 klesl z 0,9 mld. C$ na 0,4 mld. C$; penzijní segment zaznamenal odliv ve výši 4,9 mld. C$.
Key Takeaways MFC's Global WAM net inflows fell to C$0.4 billion in Q2 2026 from C$0.9 billion a year earlier. Retail net outflows narrowed to C$1.4 billion, while retirement net outflows reached C$4.9 billion. Core earnings rose 9%, and the core EBITDA margin expanded 110 basis points to 31.2%, boosting profitability. Manulife Financial Corporation (MFC - Free Report) has opportunities to improve Global Wealth and Asset Management (Global WAM) growth and sustain positive net flows. Global WAM benefits from recurring fee income, a diversified investment platform and acquisitions that expand its capabilities.
In the second quarter of 2026, Global WAM generated net inflows of C$0.4 billion, down from C$0.9 billion in the year-earlier quarter. Institutional asset management benefited from contributions from CQS and Comvest and record gross flows, supporting its ability to attract assets from institutional clients.
Retail wealth remains another important area to watch. Retail net outflows narrowed to C$1.4 billion in the second quarter from C$3.2 billion a year earlier, reflecting improved flows in mainland China, the United States and Canada. Expanding ETF-based investment solutions and strengthening digital wealth capabilities could help Manulife attract new clients and retain existing assets.
Retirement flows represent a more significant challenge. The business recorded C$4.9 billion in net outflows in the second quarter compared with C$2 billion in net inflows in the prior-year quarter, reflecting higher plan redemptions and member withdrawals. These outflows can offset gains elsewhere in Global WAM and constrain the growth of assets generating recurring management fees. Better retention would help stabilize the asset base and make fee income more predictable.
Profitability, meanwhile, offers a source of support. Global WAM's core earnings increased 9% year over year, while its core EBITDA margin expanded 110 basis points to 31.2%, aided by higher average assets under management and administration (AUMA) and contributions from acquisitions.
Overall, MFC has several avenues to improve Global WAM growth, but sustaining positive net flows will require more consistent performance across institutional, retail and retirement businesses.
What About Its Peers?Sun Life Financial Inc.'s (SLF - Free Report) diversified asset-management businesses, including MFS Investment Management and SLC Management, provide opportunities to attract institutional and retail assets and generate recurring fee income. However, market fluctuations may affect investment performance and the value of client assets, while competitive pricing pressures could constrain margins. Sun Life's ability to sustain positive net flows will depend on investment performance, distribution strength, client retention and its capacity to attract new institutional mandates.
Prudential Financial, Inc.’s (PRU - Free Report) asset-management arm, PGIM, can support growth through demand for fixed-income strategies, alternative investments and institutional investment solutions, while recurring management fees provide a source of relatively stable revenue. However, outflows from certain investment strategies, shifts in client asset allocations and competition from lower-cost passive products could constrain assets under management and fee income. To sustain growth, Prudential will need to strengthen institutional and retail distribution, deliver competitive investment returns and attract new client assets to offset withdrawals.
MFC’s Price PerformanceShares of MFC have gained 33.5% in the past year, outperforming the industry.
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MFC’s OvervaluationThe stock is overvalued compared with its industry. It is currently trading at a price-to-earnings multiple of 12.94, higher than the industry average of 10.53. It carries a Value Score of A.
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Estimate Movement for MFCThe Zacks Consensus Estimate for MFC’s third-quarter and fourth-quarter 2026 EPS has moved up 2.4% and 1.2%, respectively, in the past 60 days. The same for full-year 2026 EPS has moved down 0.9%, and 2027 EPS has moved up 4.3% in the past 60 days.
