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Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Zillow (Z) To Contact Him Directly To Discuss Their Options

If you purchased or acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648.

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NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) --

What’s Happening:

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ:Z) in the United States District Court for the Western District of Washington on behalf of all persons and entities who purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Investors have until August 10, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:

According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. Next Steps:

If you purchased or otherwise acquired Zillow shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

In the latest close session, MercadoLibre (MELI - Free Report) was up +1.68% at $1,674.08. The stock exceeded the S&P 500, which registered a loss of 0.57% for the day. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.

The operator of an online marketplace and payments system in Latin America's stock has climbed by 3.81% in the past month, exceeding the Retail-Wholesale sector's loss of 3.04% and the S&P 500's gain of 2.14%.

Analysts and investors alike will be keeping a close eye on the performance of MercadoLibre in its upcoming earnings disclosure. On that day, MercadoLibre is projected to report earnings of $8.69 per share, which would represent a year-over-year decline of 15.71%. At the same time, our most recent consensus estimate is projecting a revenue of $9.77 billion, reflecting a 43.9% rise from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $40.97 per share and a revenue of $40.36 billion, indicating changes of +3.98% and +39.68%, respectively, from the former year.

Investors should also take note of any recent adjustments to analyst estimates for MercadoLibre. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. As of now, MercadoLibre holds a Zacks Rank of #5 (Strong Sell).

In terms of valuation, MercadoLibre is presently being traded at a Forward P/E ratio of 40.19. This represents a premium compared to its industry average Forward P/E of 16.73.

We can additionally observe that MELI currently boasts a PEG ratio of 1.01. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Commerce was holding an average PEG ratio of 1.01 at yesterday's closing price.

The Internet - Commerce industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 109, positioning it in the top 45% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Sea Limited Sponsored ADR (SE - Free Report) .

Sea Limited currently has an average brokerage recommendation (ABR) of 1.38, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 20 brokerage firms. An ABR of 1.38 approximates between Strong Buy and Buy.

Of the 20 recommendations that derive the current ABR, 15 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 75% and 10% of all recommendations.

Brokerage Recommendation Trends for SE

Check price target & stock forecast for Sea Limited here>>>

The ABR suggests buying Sea Limited, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is SE a Good Investment?Looking at the earnings estimate revisions for Sea Limited, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.24.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Sea Limited. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Sea Limited.

Intellia Therapeutics (NTLA 2.48%), a clinical-stage biotech company, did not start the year on a strong note. The company was dealing with regulatory issues: The U.S. Food and Drug Administration had put a pair of its phase 3 studies on clinical hold following the death of a patient from liver damage. However, Intellia Therapeutics was able to overcome that obstacle and resume its late-stage clinical trials. And since then, the company has made even more progress on the clinical front, helping send its stock price much higher. Shares are up 58% year to date. Is it still time to invest in Intellia Therapeutics?

Image source: Getty Images.

A promising gene editing treatment On April 27, Intellia Therapeutics announced positive results from a phase 3 clinical trial for one of its leading candidates, lonvo-z. This investigational gene-editing medicine targets hereditary angioedema (HAE), a rare genetic condition that causes painful swelling attacks across the body. Although there are standards of care for this condition, there is no permanent cure. The disease, although very rare (it affects about one person in 50,000), places a significant financial burden on patients, their families, and the healthcare system.

Lonvo-z could help address some of those issues as a one-time gene editing treatment for HAE. But is it effective? The phase 3 data Intellia Therapeutics recently released tells us that it is. In the study, patients who received a single infusion of lonvo-z had an 87% reduction in attacks compared with those who received a placebo after about six months of treatment. Further, 62% of patients who received lonvo-z were completely free of attacks, compared with just 11% in the placebo group.

Intellia Therapeutics has begun submitting an application to the FDA for approval of lonvo-z. It plans to launch the medicine in the first half of 2027.

Looking at the commercial opportunity Lonvo-z could become the standard of care in HAE. How much in sales might the medicine generate at its peak? First, note that since it affects one person in 50,000, that means there are roughly 7,000 people in the U.S. who suffer from it. That seems like a small patient population. However, gene editing treatments tend to be expensive. We don't know how much lonvo-z will cost if it earns approval, but it wouldn't be surprising if it goes for several hundred thousand dollars, perhaps even over $1 million. It's also worth noting that lonvo-z is an in vivo gene editing therapy.

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That means it avoids the complex cell collection and editing process that ex vivo methods typically require and that can take weeks to complete. In fact, lonvo-z is administered in just two to four hours, after which the patient can go home. This will make the medicine much more attractive to health insurance companies and other third-party payers, as well as to patients and their families. For the sake of argument, let's suppose lonvo-z will be priced at $1 million per treatment course, while keeping in mind that, since this is a one-time gene-editing treatment, once a patient receives the therapy, they are no longer in the addressable pool.

So, it could have a total addressable opportunity of $7 billion in the U.S. It likely won't capture this entire opportunity on its own. Assuming a 50% penetration rate, we could estimate lonvo-z's lifetime sales at about $3.5 billion in the country. And since it will take a while to ramp up revenue for the medicine, annual peak sales may never get to $1 billion.

Is Intellia Therapeutics stock a buy? The market is well aware that even though lonvo-z looks promising, its commercial opportunity in HAE is fairly small. That's why even after its impressive run this year, Intellia Therapeutics is worth just about $2.1 billion. In my view, that's a somewhat fair valuation given lonvo-z's potential. However, Intellia Therapeutics has other pipeline candidates that could be even more promising. Nex-z, the medicine whose phase 3 studies were put on clinical hold by the FDA, is being investigated in patients with transthyretin amyloidosis (ATTR).

This progressive genetic condition leads to various cardiovascular (and other) symptoms and can be life-threatening. Intellia Therapeutics is developing nex-z in partnership with Regeneron Pharmaceuticals (REGN 0.04%). There are between 250,000 and 500,000 patients with ATTR worldwide, and there is a significant need for new treatment options. Provided nex-z can ace its ongoing late-stage clinical trials, Intellia Therapeutic' prospects will get much brighter, and its shares will soar. We likely won't see results for nex-z's ongoing studies until next year, though, given that Intellia Therapeutics plans to complete enrollment for one of the studies in the second half of 2026.

Intellia Therapeutics has enough cash on hand to keep the lights on through all this, though, at least until 2028, according to management. And the collaboration with a biotech giant of Regeneron's stature can help in that department as well. With all that said, what should investors do? There is a significant risk in investing in a clinical-stage company, particularly one specializing in gene editing. Unforeseen clinical and regulatory setbacks are fairly common in this niche. And if that does happen to Intellia, its share price will drop off a cliff. However, for investors comfortable with significant volatility, Intellia Therapeutics might offer ample upside if it can execute its strategy nearly flawlessly over the next few years.

TSMC (TSM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this chip company have returned +11.5% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 9.2% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, TSMC is expected to post earnings of $3.69 per share, indicating a change of +49.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.9% over the last 30 days.

The consensus earnings estimate of $15.3 for the current fiscal year indicates a year-over-year change of +43.7%. This estimate has changed +0.3% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $19.07 indicates a change of +24.7% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed +0.4%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for TSMC.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For TSMC, the consensus sales estimate for the current quarter of $39.76 billion indicates a year-over-year change of +32.2%. For the current and next fiscal years, $161.88 billion and $204.92 billion estimates indicate +32.2% and +26.6% changes, respectively.

Last Reported Results and Surprise HistoryTSMC reported revenues of $35.9 billion in the last reported quarter, representing a year-over-year change of +40.6%. EPS of $3.49 for the same period compares with $2.12 a year ago.

Compared to the Zacks Consensus Estimate of $35.5 billion, the reported revenues represent a surprise of +1.13%. The EPS surprise was +5.44%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

TSMC is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

Supply chain bottlenecks and margin pressures are two key headwinds Ali Mogharabi sees for Apple (AAPL) that can hit what he considers strong demand for its products. A memory shortage making tech products more expensive adds to those uncertainties, though Ali believes Apple can pass rising costs onto the consumer.

Key Takeaways Abbott's CGM sales rose 7.5% to $2 billion in Q1, impacted by tender renewal delays and tough comparisons.ABT expects CGM to return to double-digit growth in Q2, supported by market trends and innovation.Abbott expanded Libre with dual glucose-ketone sensors, AI features and broader Lingo app access. Abbott’s (ABT - Free Report) continuous glucose monitoring (CGM) business is a key driver within its Diabetes Care division, although the pace moderated in the first quarter of 2026. Sales rose 7.5% to $2 billion, reflecting a delay in the renewal process tied to an international tender, as well as a difficult comparison to the prior year related to the shelf restocking dynamics. On a promising note, management expects CGM to return to double-digit growth in the second quarter.

The Libre portfolio, Abbott’s flagship CGM franchise, is used by more than 8 million people across more than 60 countries. Looking at the broader trend, the business added more than $1 billion in sales in 2025 for the third consecutive year. Abbott pins its success in CGM to favorable underlying market fundamentals, cost and scale advantages and continued innovation, which have supported adoption across all of the various user groups.

More recently, the company broadened the portfolio with CE Mark approval for Libre Duo and Libre Duo 10 Day, described as the world's first dual glucose???ketone sensing technology for people with diabetes. The systems provide real-time visibility into glucose levels for daily diabetes management as well as rising ketones associated with diabetic ketoacidosis (DKA). Shortly afterward, Medtronic’s Diabetes carve-out, MiniMed, expanded its agreement with Abbott to commercialize these dual glucose-ketone sensors for exclusive integration with MiniMed smart dosing systems.

Another landmark study conducted across 24 U.K. clinical sites and involving 303 participants found that people using FreeStyle Libre CGM achieved better glucose outcomes than those relying on traditional fingersticks.           

Earlier this year, Abbott introduced Libre Assist, a generative AI-powered feature within the Libre app that helps users predict how food choices affect their glucose levels and provides personalized meal guidance. In late 2025, Abbott also expanded its over-the-counter CGM and app, Lingo, to Android devices, extending access to real-time glucose data to more people.

Updates From ABT’s Industry PeersDexCom (DXCM - Free Report) recently announced results from the CONNECT randomized controlled trial, demonstrating clinically significant benefit for all adult Type 2 non-insulin using patients regardless of age, gender, ethnicity, baseline A1C, body mass index, education level, income and insurance coverage. It also showed an additional clinically significant reduction in A1C when using Dexcom G7 with various combinations of current standards of care diabetes medication, including metformin, GLP-1s and SGLT2s.

Insulet (PODD - Free Report) announced new clinical results highlighting the next breakthroughs in tubeless Automated Insulin Delivery (AID) systems. Results from the STRIVE pivotal trial and the EVOLUTION 3 feasibility study showed meaningful improvements in glucose control for people with diabetes using Insulet’s future AID system — Omnipod 6 — and fully closed-loop system for type 2 diabetes.

The Zacks Rundown for ABT StockOver the past three months, ABT shares have plunged 19.9% compared with the industry’s 14.4% decline. 

Image Source: Zacks Investment Research

Abbott is trading at a forward, five-year Price/Sales (P/S) of 2.94X, lower than its median, but above the industry average.

Image Source: Zacks Investment Research

Here’s how estimates for Abbott’s 2026 and 2027 earnings are shaping up. 

Image Source: Zacks Investment Research

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

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

Analysts project that the weight loss market will grow rapidly in the coming years. Investors looking to cash in on this may turn to the companies that lead this niche: Eli Lilly (LLY 0.62%) and Novo Nordisk (NVO 0.73%). These pharmaceutical giants have moved in opposite directions on the market over the past year: Eli Lilly has gained 40%, while Novo Nordisk's shares have dropped 42%. But that doesn't tell us which is more likely to perform well over the medium term. Let's decide that by looking more deeply into each company.

Image source: The Motley Fool.

The market leader Eli Lilly's weight loss lineup includes Zepbound, which is currently the best-selling medicine in this niche. The company also recently received approval for Foundayo. This oral GLP-1 therapy is helping it expand its addressable market and attract patients who were hesitant to use injectable drugs. Eli Lilly is posting outstanding revenue and earnings growth, partly thanks to its dominance in chronic weight management. In the first quarter, the company's revenue jumped 56% year over year to $19.8 billion. Its earnings per share soared 170% year over year to $8.26.

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In addition to its current crop of medicines, Eli Lilly has a deep pipeline in weight management. One of the more promising candidates it is working on is called retatrutide, an investigational therapy that mimics the action of three gut hormones, which could lead to improved efficacy. Retatrutide has performed extremely well in clinical studies so far. Meanwhile, beyond its weight-loss lineup and pipeline, Eli Lilly has important products and candidates in other fields, including oncology, immunology, and neuroscience. So, Eli Lilly isn't just a weight loss stock.

Can Novo Nordisk keep up? Novo Nordisk was once the leader in the anti-obesity market. Now, the company is playing catch-up. However, several recent developments could help the Denmark-based drugmaker avoid being left in the dust by its competitor. Novo Nordisk launched its oral GLP-1, Wegovy pill, in January, months before Foundayo earned approval. Oral Wegovy has been a smashing success so far, with more than two million prescriptions as of the end of the first quarter. Meanwhile, the original injectable Wegovy continues to post decent sales growth, too.

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Further, Novo Nordisk has earned approval for a high-dose formulation of Wegovy that is even more effective. This could help the company compete with Zepbound. Novo Nordisk also has attractive pipeline candidates, including its own triple agonist, UBT251. The company's amycretin, a dual agonist of the GLP-1 and amylin hormones, is also undergoing phase 3 studies in oral and subcutaneous formulations, while the company's CagriSema is expected to earn approval by year-end.

Novo Nordisk does not have a particularly impressive lineup or pipeline beyond diabetes and obesity, but the company could be one of the winners as the weight loss market continues to grow.

Which is the better buy? Eli Lilly generates higher revenue and earnings while growing both faster organically. Eli Lilly also has a stronger lineup -- with Zepbound's efficacy unmatched by any approved weight-loss drug so far -- and a pipeline in its core therapeutic area that is just as deep as Novo Nordisk's. True, Novo Nordisk's forward price-to-earnings of 13 looks much more attractive than Eli Lilly's 31.3. The healthcare sector's average is 17.4. However, Eli Lilly has earned a premium given its dominance in weight loss and its diversified portfolio that boasts attractive candidates in other areas. So, Eli Lilly is a much better buy right now.

Investing in dividend stocks is a great way to earn superior returns over the long run. How do we know that? According to some research, most of the S&P 500's returns over the past several decades can be attributed to reinvested dividends and compounding. This fact makes a strong case for dividend investing. However, buying shares in just any old company that happens to pay dividends isn't the way to go: They aren't all created equal. With that said, let's consider three excellent dividend stocks that are worth investors' hard-earned cash: Bristol Myers Squibb (BMY 1.44%), Merck (MRK 2.79%), and Medtronic (MDT +0.22%). Here's why these three income stocks are worth sticking with for the long term.

Image source: Getty Images.

1. Bristol Myers Squibb Bristol Myers is a leading pharmaceutical company with a deep portfolio of medicines spanning many therapeutic areas, particularly oncology. The drugmaker typically generates decent revenue and earnings, although it has encountered challenges in recent years due to patent cliffs. Bristol Myers is bouncing back, though. Newer approvals are helping push sales in the right direction. The company's first-quarter revenue climbed by 3% year over year to $11.5 billion.

Bristol Myers' growth portfolio -- composed of newer medicines that won't encounter patent cliffs anytime soon -- posted even stronger growth. Its sales were $6.2 billion, 12% higher than the year-ago period. These newer medicines should account for a larger percentage of Bristol Myers' top line within a few years and lift sales growth even higher. And while there are other patent cliffs on the horizon -- particularly that of Bristol Myers' anticoagulant, Eliquis -- the drugmaker has a deep pipeline of promising candidates that should help it overcome them.

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In fact, one of Bristol Myers' most exciting pipeline assets is a potential successor to Eliquis called milvexian. Bristol Myers thinks this medicine has multibillion-dollar potential, partly because it could avoid one key drawback of traditional anticoagulants: Bleeding risk. Bristol Myers has plenty of other candidates beyond this one. Over the long run, it should succeed in developing newer and better products while growing its sales and earnings at a decent clip.

Lastly, Bristol Myers has an attractive dividend program, with a forward yield of 4.4%. It has increased its payouts by 65.8% over the past decade. All good reasons why Bristol Myers is an attractive blue chip dividend stock to buy and hold for a long time.

2. Merck Merck has also faced challenges in recent years, particularly with one of its growth franchises -- HPV vaccines Gardasil and Gardasil 9 -- whose sales haven't been strong due to weak demand in some Asian regions. Many investors also fear that other drugmakers are coming to take Merck's crown in the cancer drug market. The company reigns supreme thanks to Keytruda, the world's best-selling cancer medicine, but several "Keytruda killers" are in development and could hit the market within a few years.

At any rate, Keytruda itself will lose patent exclusivity by the end of the decade. Is Merck still worth considering, given all these factors? My view is that it is. Here are three reasons why. First, the company has received approval for a newer, subcutaneous version of Keytruda, called Keytruda Qlex, that is much faster to administer than the original intravenous version while remaining as effective. Keytruda Qlex should extend the franchise's patent exclusivity into the next decade.

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Second, while Merck will face increased competition, it has worked hard to diversify its lineup and decrease its reliance on Keytruda. Some of the company's newer products already have an annual revenue run rate of over $1 billion. Winrevair, a medicine for pulmonary arterial hypertension first approved in 2024, generated $525 million in revenue in the first quarter, up 88% year over year. Merck's Capvaxive, a pneumonia vaccine, is performing well, too.

Third, just like any self-respecting pharmaceutical giant, Merck also has a deep pipeline that should lead to brand-new approvals and label expansions. The company has expanded its pipeline in recent years through acquisitions and now boasts exciting programs, including a highly promising influenza medicine that could address an unmet need in that area. Finally, Merck offers an attractive forward dividend yield of 3%.

The drugmaker has increased its payouts by 93.8% over the past decade. Merck should continue paying -- and raising -- its dividends for a long time, making it a good pick for income seekers.

3. Medtronic Medtronic has struggled to grow revenue at a pace satisfactory to the market in recent years. The company's profits and margins have also often disappointed. However, the medical device specialist has made significant progress in addressing its issues. Medtronic announced it would spin off its diabetes care division -- which had been a drag on operating margins -- into a stand-alone, publicly traded company.

It has also launched products that are meaningfully impacting top-line growth, and others that eventually will. Medtronic PFA (Pulse Field Ablation) franchise -- devices that use a novel technology to treat a heart problem -- has been a bright spot in recent quarters.

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Further, Medtronic earned approval for the Hugo system, a robotic-assisted surgery (RAS) device, last year. It will allow the company to compete with the leader in this niche, Intuitive Surgical. The RAS market is arguably underpenetrated, and although Medtronic may not take the top spot away from Intuitive Surgical -- the latter has a two-decade lead -- it could still meaningfully contribute to top-line growth.

Meanwhile, thanks to a large product portfolio and regular approvals, Medtronic generates consistent revenue and earnings. That's how it has maintained such a strong dividend program. Medtronic has increased its payouts for an impressive 48 consecutive years. The company also offers a forward yield of 3.6%. Medtronic should continue rewarding investors with regular payout increases for a long time.

Honeywell International (HON) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Union Pacific Corporation (UNP) Presents at NYSE 2026 European Investor Conference Transcript

RTX (RTX - Free Report) closed at $186.77 in the latest trading session, marking a +1.7% move from the prior day. The stock outpaced the S&P 500's daily loss of 0.57%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.

Shares of the an aerospace and defense company have appreciated by 4.37% over the course of the past month, underperforming the Aerospace sector's gain of 8.09%, and outperforming the S&P 500's gain of 2.14%.

The upcoming earnings release of RTX will be of great interest to investors. On that day, RTX is projected to report earnings of $1.66 per share, which would represent year-over-year growth of 6.41%. Meanwhile, our latest consensus estimate is calling for revenue of $22.89 billion, up 6.07% from the prior-year quarter.

RTX's full-year Zacks Consensus Estimates are calling for earnings of $6.91 per share and revenue of $93.68 billion. These results would represent year-over-year changes of +9.86% and +5.73%, respectively.

It's also important for investors to be aware of any recent modifications to analyst estimates for RTX. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.05% higher. As of now, RTX holds a Zacks Rank of #3 (Hold).

Looking at its valuation, RTX is holding a Forward P/E ratio of 26.57. This valuation marks a premium compared to its industry average Forward P/E of 24.92.

We can additionally observe that RTX currently boasts a PEG ratio of 2.6. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Aerospace - Defense industry was having an average PEG ratio of 1.53.

The Aerospace - Defense industry is part of the Aerospace sector. This industry, currently bearing a Zacks Industry Rank of 97, finds itself in the top 40% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Morgan Stanley (MS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this investment bank have returned +13.1%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Financial - Investment Bank industry, which Morgan Stanley falls in, has gained 10%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Morgan Stanley is expected to post earnings of $2.73 per share for the current quarter, representing a year-over-year change of +28.2%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.7%.

The consensus earnings estimate of $11.87 for the current fiscal year indicates a year-over-year change of +16.3%. This estimate has changed +0.2% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $12.49 indicates a change of +5.2% from what Morgan Stanley is expected to report a year ago. Over the past month, the estimate has changed +0.2%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Morgan Stanley is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Morgan Stanley, the consensus sales estimate of $18.71 billion for the current quarter points to a year-over-year change of +11.4%. The $77.26 billion and $80.79 billion estimates for the current and next fiscal years indicate changes of +9.4% and +4.6%, respectively.

Last Reported Results and Surprise HistoryMorgan Stanley reported revenues of $20.58 billion in the last reported quarter, representing a year-over-year change of +16%. EPS of $3.43 for the same period compares with $2.6 a year ago.

Compared to the Zacks Consensus Estimate of $19.85 billion, the reported revenues represent a surprise of +3.7%. The EPS surprise was +12.09%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Morgan Stanley is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Morgan Stanley. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

INTU trades below peers after a sharp 3-month drop, but AI-driven growth and higher fiscal 2026 guidance fuel debate.

Stock futures are ticking higher as the market looks to add to the big gains posted on Monday following news of an Iran peace deal; SpaceX shares are poised to climb for the another session after the company's record-setting Friday IPO; the Fed will kick off its two-day meeting on interest rates; world leaders are meeting in France, with discussions focused on the next steps in securing peace in the Middle East; and GM is reportedly in talks to supply Lockheed Martin with parts for weapons. Here's what you need to know today.

Key Takeaways Lockheed Martin is strengthening sonar capabilities to support the U.S. Navy and allied maritime security.LMT's ARCI system boosts submarine sonar processing, detection and acoustic surveillance capabilities.Lockheed Martin secured a $223.9M Navy contract for sonar engineering, development and production. Lockheed Martin (LMT - Free Report) is strengthening its sonar capabilities through advanced underwater surveillance technologies, next-generation anti-submarine warfare systems and continued support for naval modernization programs. As demand for enhanced maritime security rises, the company is expanding its sonar portfolio to support the U.S. Navy and allied nations in detecting and tracking underwater threats.

The growing focus on underwater warfare has increased the need for sophisticated sonar systems capable of improving threat detection, seabed mapping and maritime domain awareness. Modern naval operations increasingly rely on advanced sonar-equipped submarines and surface ships to identify quieter underwater threats and strengthen anti-submarine warfare readiness.

LMT continues to enhance its undersea warfare offerings through advanced Sound Navigation and Ranging (Sonar) technologies. The company plays a critical role in developing and integrating sonar systems that support submarine and surface ship missions, enabling better underwater surveillance, target tracking and situational awareness.

A major example of LMT’s sonar strength is its Acoustic Rapid Commercial Off-the-shelf Insertion system, a widely used submarine sonar platform deployed across the U.S. Navy submarine fleet. ARCI improves sonar processing performance by rapidly integrating commercial technologies, enhancing submarine detection and acoustic surveillance capabilities.

The company’s Rotary and Mission Systems business supports next-generation sonar engineering, development and production to modernize naval undersea defense. LMT recently secured a $223.9 million U.S. Navy contract modification for sonar system engineering, design, development and production support, underscoring strong demand for its advanced undersea warfare technologies.

Overall, through advanced sonar integration, submarine warfare expertise and continued modernization support, LMT is strengthening its position in the growing undersea defense market.

Other Stocks to Keep on the WatchlistOther aerospace and defense companies expanding their sonar and underwater warfare capabilities are discussed below:

RTX Corporation (RTX - Free Report) : Through its Raytheon unit, the company develops advanced sonar systems for naval applications, including the AN/AQS-20C mine-hunting sonar suite and the AN/ASQ-235 Airborne Mine Neutralization System.

Northrop Grumman Corporation (NOC - Free Report) : It provides integrated sonar solutions for submarines and surface ships, enhancing anti-submarine warfare capabilities. It also provides a high-performance minehunting system AQS-24B/C, which offers significantly improved image resolution and real-time sonar processing.

The Zacks Rundown for LMTShares of LMT have risen 10.7% in the past year compared with the industry’s 3.6% growth.

Image Source: Zacks Investment Research

The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Earnings being 17.14X compared with its industry’s average of 32.69X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for LMT’s 2026 and 2027 earnings has moved south over the past 60 days.

Image Source: Zacks Investment Research

LMT stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Automaker General Motors on Tuesday announced a new partnership with defense company Lockheed Martin to scale manufacturing and expand production capabilities.

The deal was facilitated by the U.S. Department of Defense, according to Bruce Brown, GM's vice president of strategy at GM Defense, and will focus on munitions and more.

"What makes this moment especially important is that the country needs more than great technology. It also needs the capacity to build, scale and deliver reliably," Brown said on a call with reporters. "This is where GM can help. Across our company, we bring deep experience in advanced engineering, digital development, supply chain discipline and manufacturing at scale."

Lockheed Chief Operating Officer Frank St. John said it was too early to say what projects it would invest in with GM Defense.

Executives from both companies said on the call that the collaboration will allow for more growth at a time when the country is ramping up its production of defense parts.

"Together, we will explore opportunities across three important areas: improving production readiness and scalable manufacturing environments; strengthening supply chains and identifying ways to increase resilience; and applying advanced manufacturing and design approaches [that] can help improve efficiency and accelerate delivery," St. John said.

Lockheed Martin is investing $9 billion through 2030 to modernize 20 of its facilities and supply bases, St. John added. GM said it will spend $7 billion on research and development in the U.S., according to Brown.

The executives said the partnership will be focused on "high-rate manufacturing" at scale and expanding production capacity. They added that the collaboration is still in early stages and that they need to further define what the potential for future contracts may be. They are working under a memorandum of understanding.

The automaker built tanks for the country during World War II. Its GM Defense unit is one of the company's newer but fast-growing business segments, reestablished in 2017 with customers including the U.S. Army, Secret Service and NASA.

"America is stronger when two companies with deep manufacturing roots come together to help expand speed, scale and resilience in the defense industrial base. That is why Lockheed Martin and GM are announcing this collaboration," Brown said on the call.

The partnership comes as President Donald Trump has been pushing for more American manufacturing to bring more production and reshoring into the country. The U.S. has also seen its defense stockpiles fall because of the wars in Ukraine and Iran.

The White House has held discussions with Ford and GM about better supporting the country's defense industry.

— CNBC's Michael Wayland contributed to this report.

Key Takeaways Reliance expects tons sold to rise 1-3% sequentially and forecasts Q2 EPS of $5.15-$5.35. RS is benefiting from infrastructure, data center and manufacturing demand in key markets. RS expanded via acquisitions, repurchased $234M in stock in Q1 and raised its dividend by 4.2%. Reliance, Inc. (RS - Free Report) is benefiting from strong end-market demand and acquisitions that are expanding its capabilities and market presence. Robust profitability and cash generation are also supporting share buybacks and dividend growth. 

We are positive about RS’ prospects and believe that the time is right for you to add the stock to the portfolio, as it looks promising and is poised to carry the momentum ahead. 

Let's see what makes RS stock an attractive investment option at the moment. 

Positive Analyst Sentiment for RS StockEarnings estimates for RS have been going up over the past 60 days. The Zacks Consensus Estimate for 2026 has increased 11.4%. The consensus estimate for 2027 has also been revised 10.01% upward over the same time frame. The favorable estimate revisions instill investor confidence in the stock. 

The Zacks Consensus Estimate for RS’ 2026 earnings is pegged at $19.14, suggesting a 34.2% increase from the previous year’s tally. Earnings are projected to increase 7.9% for 2027. 

Image Source: Zacks Investment Research

RS’ Superior Return on Equity (ROE)ROE is a measure of a company’s efficiency in utilizing shareholders’ funds. ROE for the trailing 12 months for Reliance is 11.37%, above the industry’s level of 2.24%. 

Image Source: Zacks Investment Research

Positive OutlookReliance expects demand in the second quarter to remain healthy across its diverse end markets, though ongoing domestic and international trade policy uncertainty and Middle East conflict could pose supply availability and macroeconomic risks, influencing performance. The company projects tons sold to increase 1% to 3% from the prior quarter and 4.5% to 6.5% from the year-ago quarter. 

The average selling price per ton is anticipatedto be up 1.5-3.5% sequentially. Based on these assumptions, the company forecasts adjusted earnings per share in the range of $5.15 to $5.35 for the second quarter, which includes an estimated LIFO expense of $37.5 million, or 54 cents per share. 

Reliance Rides on Strong Demand and Strategic BuyoutsThe company is benefiting from strong demand in the non-residential construction market, its largest end market by volume. Demand improved in the first quarter of 2026, driven by public infrastructure projects, heavy civil construction, data centers, energy infrastructure and manufacturing activity.

Through its AMI Metals unit, the company secured major Department of Homeland Security border wall contracts and continues to benefit from steady automotive toll processing demand. It is also seeing improving demand from semiconductor, defense, shipbuilding, industrial machinery and nuclear-related markets. 

Reliance continues to strengthen its growth profile through acquisitions aimed at expanding its geographic reach, product offerings and value-added processing capabilities. Major acquisitions, including Metals USA, Tubular Steel, Best Manufacturing, Ferguson, All Metals, Fry Steel Company and Merfish United, have enhanced its service center network, diversified its end markets and broadened its exposure to higher-margin products.

More recent acquisitions, such as Rotax, Admiral Metals, Nu-Tech Precision Metals, Southern Steel Supply, Cooksey Iron & Metal Co. and American Alloy further support the company’s strategy of investing in high-quality businesses, expanding its processing capabilities and increasing its presence in attractive growth markets across the United States.

Reliance is dedicated to delivering value to its investors, backed by a strong liquidity position. It repurchased $234 million of stock at an average price of $299 per share in the first quarter of 2026. The company’s board has raised its quarterly dividend by 4.2% to $1.25 per share.

RS ended the first quarter with cash and cash equivalents of $249.7 million, up from $216.6 million sequentially. The increase was supported by record shipment volumes and healthy profitability during the quarter. 

Reliance, Inc. Price and ConsensusRS’ Zacks Rank & Other Key PicksRS currently carries a Zacks Rank #2 (Buy). 

Other top-ranked stocks in the Basic Materials space include Nucor Corporation (NUE - Free Report) , L.B. Foster Company (FSTR - Free Report)  and Albemarle Corporation (ALB - Free Report) , each carrying a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. 

The Zacks Consensus Estimate for Nucor’s current-year earnings stands at $15.71 per share, implying an 103.8% year-over-year increase. NUE’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average surprise being 8.1%. 

The consensus estimate for L.B. Foster’s current-year earnings is pegged at $1.74 per share, implying a 152.2% year-over-year increase. The Zacks Consensus Estimate for FSTR’s current-year earnings has been revised 12.3% higher over the past 60 days. 

The Zacks Consensus Estimate for Albemarle’s current-year earnings is pegged at $12.39 per share, indicating a 1,668.4% year-over-year increase. ALB’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 54.1%.

In 2026, the market expects record-setting capital expenditures from the big four artificial intelligence (AI) hyperscalers. Some of these companies have already bumped up their guidance for 2026, but at the start of the year, this figure totaled $650 billion.

That's a ton of money being spent on data centers, and it's being spread around to several different companies. However, 2026 is just the beginning.

Several estimates point toward capital expenditures rising each year through 2030, leading to several years of incredible growth for companies involved in the space. Next year, the build-out is expected to be even bigger, with Nvidia (NVDA 2.16%) informing investors that it expects $1 trillion in data center capital expenditures. Nvidia likely has more information regarding future demand than an individual investor, so it's probably wise to give Nvidia's projection some credence.

If the $1 trillion in data center capital expenditures comes about next year, there are several stocks that are primed to benefit. I've got three that I like, but there are countless more.

Image source: Getty Images.

1. Nvidia Let's start with the company that broke the news in the first place: Nvidia. Nvidia is by all accounts the industry leader in AI computing. The growth caused by all of the spending on AI data centers has propelled Nvidia to become the world's largest company, but it's far from done growing. Wall Street analysts expect Nvidia's revenue to rise 81% in fiscal year 2027 (ending January 2027). Next year, they expect 41% growth. With Nvidia's stock trading at 31 times trailing earnings, none of that growth is priced in stock today, and Nvidia looks like an average big tech company.

NVDA PE Ratio data by YCharts

That leaves plenty of room for monster upside, and makes Nvidia a no-brainer buy today.

2. Broadcom Nvidia isn't the only chipmaker that's set to cash in on a huge expansion next year. Broadcom (AVGO 4.24%) is another company that's involved in the space, and it's taking a different approach. It makes custom AI chips, which are designed specifically for an end user. Some of Broadcom's major clients include Alphabet, Meta Platforms, Anthropic, and OpenAI. All of these companies have custom AI chips that were designed with Broadcom's help, and there is a ton of new growth expected to be realized in 2027.

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Wall Street expects Broadcom's revenue to grow 66% in fiscal 2026 (ending in November) and 62% in fiscal 2027, mostly due to the strength of its AI semiconductor business, which is expected to exceed $100 billion in revenue next year. This will lead to a booming stock price, making Broadcom an excellent stock to buy now before next year's data center spending is realized.

Sandisk Sandisk (SNDK 5.52%) has been an incredible performer over the past year. The stock is up about 700% so far this year, which may have investors wondering how Sandisk will rise even higher from here.

One critical part of data centers is long-term data storage. Nearly all data centers utilize solid-state drives (SSDs) for this purpose, and there is an industrywide shortage of these devices thanks to unprecedented AI demand. With data center spending expected to expand again in 2027, this pressure could continue.

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Sandisk manufactures these devices, and because there is such a low supply, prices are soaring, which is boosting Sandisk's results.

In the fourth quarter of fiscal year 2026 (ending June 2026), Wall Street analysts expect 336% revenue growth. For fiscal year 2027, the compabny is expected to grow its revenue 122%. That easily makes it the fastest-growing stock on this list. As long as there's a shortage of SSDs in the marketplace, Sandisk's revenue and profits will continue to soar, making it an easy stock pick to make with further data center spending coming.

Keithen Drury has positions in Alphabet, Amazon, Broadcom, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

When a stock dips in value, it can be a good opportunity to buy it at a reduced price. But that's only if you expect it to bounce back. In many cases, it can be the start of a prolonged decline. That's why it's always important to consider the context and to understand why a stock is down. That can save you a lot of stress later on.

Broadcom (AVGO 4.24%) shares have been falling recently. They are down more than 7% in the past month, which may not seem significant, but they have also fallen more than 20% from highs of nearly $500. Why is the tech giant struggling, and could now be a good time to buy it?

Image source: Getty Images.

The stock has been down since reporting earnings On June 3, Broadcom posted its latest earnings numbers, and while they were good, they may simply not have been strong enough to inspire investors to buy the already expensive stock. The company's revenue for the quarter ending May 3 rose 48% to more than $22 billion. Broadcom has been experiencing growth in artificial intelligence (AI), noting that AI semiconductor revenue was particularly strong, up 143%.

However, when the bar is set high, as it is with highly valued stocks, it can be difficult to make the case that the stock is a buy, even on strong earnings numbers. That's because if you're paying a significant premium for a stock to begin with, then that effectively prices in a lot of future growth. Broadcom, whose valuation topped $2 trillion before the sell-off, remains one of the top tech stocks in the world, with a market cap of around $1.8 trillion. Its inflated valuation has likely been a key reason for its recent decline.

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Has Broadcom become a cheap buy? Due to the recent decline in Broadcom shares, the stock now trades at 66 times trailing earnings, which is a steep drop from the three-digit multiple it traded at last year. It's cheaper, but it's still not exactly a discounted stock.

If, however, you're investing for the long haul, a stronger case can be made for Broadcom. That's because the stock's price-to-earnings-growth (PEG) multiple is 0.72, which suggests that, based on analyst projections for its growth over the next five years, it's a good buy. When the PEG is less than 1.0, it indicates a stock has plenty of value when its future growth is taken into account.

The risk, however, is that this relies on assumptions of future growth. In tech, the picture can change rapidly, but if you're bullish on the opportunities in AI, the tech stock may be worth buying at its current valuation.

Charles Schwab (SCHW) defies perceptions of stagnation, posting record-breaking Q1 2026 results. SCHW's recent performance signals ongoing growth momentum, challenging the narrative of a mature, slow-growth firm. Q1 2026 numbers stand among the strongest in SCHW's history, highlighting robust operational execution.

Pan American Silver (PAAS - Free Report) ended the recent trading session at $51.92, demonstrating a +1.86% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.57%. Meanwhile, the Dow gained 0.64%, and the Nasdaq, a tech-heavy index, lost 1.15%.

The silver mining company's shares have seen a decrease of 7.65% over the last month, not keeping up with the Basic Materials sector's gain of 3.28% and the S&P 500's gain of 2.14%.

The investment community will be closely monitoring the performance of Pan American Silver in its forthcoming earnings report. It is anticipated that the company will report an EPS of $1.08, marking a 151.16% rise compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $1.29 billion, indicating a 58.43% growth compared to the corresponding quarter of the prior year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $4.65 per share and revenue of $5.19 billion, indicating changes of +83.07% and +43.54%, respectively, compared to the previous year.

It is also important to note the recent changes to analyst estimates for Pan American Silver. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Pan American Silver holds a Zacks Rank of #2 (Buy).

Digging into valuation, Pan American Silver currently has a Forward P/E ratio of 10.95. For comparison, its industry has an average Forward P/E of 11.62, which means Pan American Silver is trading at a discount to the group.

One should further note that PAAS currently holds a PEG ratio of 0.4. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Mining - Silver industry had an average PEG ratio of 0.4.

The Mining - Silver industry is part of the Basic Materials sector. This industry, currently bearing a Zacks Industry Rank of 25, finds itself in the top 11% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

LAS VEGAS, June 16, 2026 (GLOBE NEWSWIRE) -- VSiN, The Sports Betting Network, today announced the launch of its new Free Ad-Supported TV (FAST) channel, Best Bets TV, powered by VSiN to reach more sports fans. Leveraging podcast and live content from across VSiN’s platforms, the new 24/7 channel delivers actionable sports betting content to a broader audience — combining highlights from its live linear programming, original analysis, and video podcasts in a free streaming format.

Best Bets TV provides broadcast and streaming services access to the full 24/7 channel or blocks of programming that can be integrated into daily schedules. The full 24/7 Best Bets TV channel is currently streamed exclusively on the OrkaTV platform within its sports category now streaming on Roku, Fire TV, Google Play, Android OS, tv.orka.tv, and coming soon on all Smart TV platforms.

“VSiN programming for Best Bets TV is a unique offering in FAST, with specially curated clips and three hours of live programming each weekday,” said Mike Woods, Founder and CEO of OrkaTV. “As viewers increasingly turn to streaming for live television, Best Bets TV represents the kind of dynamic content that we're focused on bringing to the OrkaTV platform. In partnership with VSiN, we're creating a compelling destination for sports fans who want insight, analysis, and live coverage throughout the day.”

In addition to the exclusive launch of its 24/7 channel on OrkaTV, select Best Bets TV sports betting content airs on Anthem’s Game+, available across North America through major IPTV, cable, and satellite systems, as well as Marquee Sports Network, available directly and via providers like Hulu+ Live TV, FuboTV, DIRECTV and various cable providers.

“VSiN continues to grow its distribution footprint across every major platform to reach more sports fans in more ways with its award-winning sports betting content,” said Miles Gwyn, chief operating officer at VSiN. “With the launch of Best Bets TV, we have an incredible opportunity to introduce VSiN content to millions of new viewers, while leveraging some of the content we’re already creating. We expect to continue this rapid expansion to make sports betting information accessible to every fan, by providing the credible insights, expert commentary, and entertainment that make VSiN the leading voice in sports betting.”

The launch of Best Bets TV leverages VSiN’s daily output of more sports betting content than there are hours in a day and underscores the network’s commitment to delivering credible, high-quality sports betting programming wherever and however fans consume it. The new channel curates the most timely, engaging, and informative segments to give millions of new sports fans access to the network’s programming on free-to-watch platforms.

The new channel taps a mix of AI clipping through a partnership with TVU Networks and manual clipping to generate more than 150 new video clips each day. The network’s partnership with Zype for content organization and management enables deep content customization through rich metadata. VSiN’s Amagi collaboration uses metadata to build shows with dynamic themes and content, while prioritizing the most recent clips. This first-of-its-kind system helps VSiN curate content to deliver the most relevant and timely programming to sports fans everywhere.

Programming on Best Bets TV draws from VSiN’s leading podcasts, including “The GM Shuffle,” “Fade Us Sports,” “The College Football Betting Podcast,” and “Pod to the Futures,” alongside up to three hours of live content daily such as “VSiNLive on Mad Dog Radio,” which simulcasts weekdays on SiriusXM. The channel also features clips from VSiN’s live linear shows, packaging key betting insights, expert analysis, and daily highlights in new ways to help fans make more informed wagering decisions.

About VSiN
VSiN, The Sports Betting Network, is the first sports media company dedicated to providing news, analysis, and proprietary data to the millions of Americans who wager on sports and power the multibillion-dollar sports betting industry. Fueled by award-winning broadcasters and legendary oddsmakers, VSiN delivers sports betting insights across multiple platforms — including YouTube TV, SiriusXM, SportsNet Pittsburgh, Marquee Sports Network, NESN, MASN, Spectrum SportsNet LA, iHeartRadio, TuneIn, more than 350 terrestrial radio stations throughout the U.S., VSiN.com, and VSiN.com/Podcasts.

VSiN’s broadcast studios are located inside Circa Resort & Casino in Las Vegas and Circa Sports at The Mint Gaming Hall in Franklin, KY.

About Game+
Game+ is the destination for fast-paced, live-action sports and dynamic coverage of wagering, fantasy sports, esports, and millennial-driven competition. From pickleball, sports betting and professional wrestling, Game+ delivers nonstop, competition-based entertainment. A subsidiary of Anthem Sports & Entertainment Inc. and a division of Anthem Sports Group, the network reaches millions of viewers across North America through linear and digital tv streams like FuboTV as well as its dedicated YouTube channel. For more information, visit www.gameplusnetwork.com, its YouTube Channel, Instagram and @GamePlusNetwork on X.

About OrkaTV
OrkaTV is a TV-native Advertising Technology provider and the leading media marketplace built specifically for the FAST and CTV ecosystem. Through direct relationships with hundreds of Streaming TV content providers, OrkaTV delivers cleaner access, smarter supply, stronger transparency, and big screen storytelling value to marketers, brands, and consumers around the world. Learn more at www.Orka.TV

About the OrkaTV Streaming TV Platform
The OrkaTV streaming platform brings together premium FAST channels, emerging creator-led content, and commerce-driven experiences in a single consumer-facing service. Already, OrkaTV has grown to 350 channels spanning international news, local media, sports, travel, lifestyle, kids and family programming, and emerging creator content. We help content creators expand their distribution, grow their audiences, and unlock new monetization opportunities. For business development, contact Lisa Hochberg at [email protected]

Media Contact:
Michelle Musburger
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On June 16, 2026, we delve into the DCF analysis for Cummins Inc CMI , a company that has shown remarkable price performance over the past year with a 116.1% increase. However, despite this impressive growth, our analysis indicates potential overvaluation based on intrinsic value calculations.

DCF Earnings-based intrinsic value of $261.55 vs current price of $679.71 (margin of safety: -159.9%) DCF FCF-based intrinsic value of $222.06 vs current price (second opinion margin of safety: -206.1%) GF Score™ of 84/100, indicating a reliable basis for the DCF inputs What Is CMI Worth? DCF Earnings-Based Model The DCF earnings-based model for Cummins Inc utilizes a two-stage approach to estimate intrinsic value. The first stage involves a growth phase lasting ten years, where we expect earnings per share (EPS) to grow at a rate of 5.8% annually. The second stage is a terminal phase, where growth slows to a 4% terminal rate for the following ten years. The discount rate applied to both stages is 11%, derived from the risk-free rate and equity risk premium.

Parameter Value Current EPS (TTM, excl. non-recurring) $21.52 10-Year Growth Rate 5.8% 10-Year Treasury Rate 4.44% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the growth stage, the EPS is projected to grow at 5.8% per year for ten years, resulting in a present value of $166.84 per share. Following this, the terminal stage reflects a 4% growth rate for another ten years, yielding a present value of $94.71 per share. The combined intrinsic value from both stages amounts to $261.55.

Stage Description Value Growth Stage (Years 1-10) EPS growing at 5.8%, discounted at 11% $166.84 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $94.71 Intrinsic Value Growth + Terminal $261.55 With the current price at $679.71, Cummins Inc is significantly overvalued, reflecting a margin of safety of -159.9%. It is important to note that GuruFocus employs EPS without non-recurring items, as research indicates that stock prices correlate more closely with earnings than with free cash flow. For further details, visit the CMI DCF Calculator.

What Does the Free Cash Flow DCF Say? When we consider the Free Cash Flow (FCF) DCF model, the intrinsic value is calculated at $222.06. This value is lower than the earnings-based intrinsic value of $261.55, indicating a divergence in the two models. Both models suggest that Cummins Inc is significantly overvalued, with the FCF-based model reflecting a margin of safety of -206.1%.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for Cummins Inc stands at $324.62, providing a third perspective on valuation. GF Value™ is GuruFocus' proprietary measure, calculated from historical trading multiples, past business growth, and future performance estimates. All three models—DCF earnings, DCF FCF, and GF Value™—indicate that Cummins Inc is overvalued. For more information, visit the GF Value™ page.

What Does CMI's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have historically generated higher long-term returns (backtested from 2006 to 2021).

Metric Rating GF Score™ 84/100 Financial Strength 7/10 Profitability 9/10 Growth 10/10 Valuation 1/10 Momentum 9/10 With a predictability rank of 1 out of 5 stars, it is important to note that higher predictability ratings generally lead to more reliable DCF estimates for stocks. For additional insights, visit the CMI stock page.

Key Assumptions and Limitations It is crucial to recognize that DCF models are highly sensitive to growth rate and discount rate assumptions. Stocks with low predictability ratings, such as Cummins Inc, produce less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future market conditions accurately.

What This Means for Investors In conclusion, the analysis of Cummins Inc using the DCF earnings model, DCF FCF model, and GF Value™ indicates a clear consensus of overvaluation. Investors should approach this stock with caution, as all three valuation models suggest that the current price significantly exceeds intrinsic values. For the full DCF analysis, visit the CMI DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.

Frequently Asked Questions What is CMI's intrinsic value based on DCF?

earnings-based $261.56, FCF-based $222.06

Is CMI overvalued or undervalued?

Based on the DCF and GF Value™ consensus, CMI is overvalued.

How reliable is the DCF model for CMI?

The predictability rank of 1/5 indicates that the DCF model is less reliable for CMI.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

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Cummins to supply natural gas, prime power solution for Circe Energy’s West Texas AI campus development, a turn-key power generation data center campus, demonstrating the increasing demand for on-site technologies to power data centers across North America.

COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms.

The announcement reflects Cummins’ expanding role in supporting the North American data center market with natural gas-fueled generator sets and integrated microgrid controls designed to address power grid constraints, improve reliability and enable fast-start response capabilities in an era of unprecedented AI demand.

The power system will support Circe’s behind-the-meter power need for their AI HPC data center campuses, including its West Texas campus development, by utilizing Cummins’ HSK78 (C2000N6CD) and QSK60 (C1400N6) high-horsepower natural gas generator sets as the primary power source - without reliability on the grid.

As demand for artificial intelligence and other power-intensive digital infrastructure accelerates, data center developers are increasingly evaluating on-site power generation as part of their energy strategy. When integrated with microgrid controls and utility interconnection planning, natural gas solutions can provide a flexible pathway to support phased energization, redundancy, cost-competitive power delivery, and long-term grid integration.

“Data center customers are navigating a new power reality where speed, reliability, and availability are just as critical as capacity—and downtime is not an option,” said Susan Cleaver, Executive Director of Cummins Global Power Generation business. “Cummins natural gas power solutions help customers meet unprecedented growth in data demand while closing utility power gaps with dependable on-site generation for large, power-intensive facilities.”

Natural gas generation for data center applications

Across North America, utility interconnection timelines and grid constraints are creating challenges for data center developers seeking to bring capacity online quickly and reliably. Cummins’ natural gas solutions directly support Circe Energy’s on-site power model by providing dependable, scalable generation assets that can be deployed in phases as customer demand grows. This helps Circe deliver dependable prime power for data center applications, giving customers a practical path to bring capacity online sooner while maintaining flexibility for future growth.

For data center and AI campus applications, Cummins supports customers with:

Natural gas power generation systems Microgrid architecture and integrated system controls AI/High-Performance Computing (HPC)-focused microgrid design Operational data sharing and system refinement System performance pre-configuration, validation, and testing through Cummins’ Power Integration Center (PIC) microgrid laboratory Technical project coordination with developers, engineers and operators Long-term service support through Cummins’-owned and operated North American service network Cummins power generation solutions and technologies are designed to help data center customers evaluate practical pathways for reliable power during an era of unprecedented growth.

Supporting Circe Energy’s West Texas development

Circe Energy’s West Texas campus is designed as a modular deployment platform capable of phased energization beginning in 2027.

The platform combines mission-critical microgrid architecture with HPC-ready powered shell facilities designed for high-density AI compute, liquid cooling compatibility, and long-term scalability.

Cummins is providing the power generation equipment and technical validation support, while Circe and its engineer-of-record retain responsibility for final system design and implementation.

“AI infrastructure depends on both power availability and delivery timing,” said Dagan Baroco, Chief Commercial Officer of Circe Energy. “Securing prime power natural gas generation solutions from Cummins, combined with our microgrid architecture and powered shell design, enables Circe to deliver scalable AI campus infrastructure on a predictable timeline while providing customers with a reliable and cost-competitive alternative to traditional grid-dependent development.”

Powering the next phase of digital infrastructure

This specific project reflects a broader trend in the North American data center market: customers are seeking power solutions that combine efficient and resilient power generation capacity, technical system integration, and advanced technical lifecycle service support.

“With growing demand from AI and high-performance computing, the data center industry needs energy strategies that are both reliable and adaptable,” said Zach Gillen, Vice President - Distribution Business Sales & Service North America. “Cummins brings over 100 years of power generation expertise and is uniquely positioned to help customers deploy reliable, scalable energy solutions. From natural gas generator sets and microgrids to system integration and technical support, Cummins helps bring complex power systems online faster and with greater confidence.”

About Circe Energy

Circe Energy develops scalable behind-the-meter power and powered shell infrastructure platforms for AI, HPC and mission-critical applications. By integrating secured generation supply, advanced microgrid architecture, natural gas supply, land, and HPC-optimized building design, Circe delivers predictable, reliable energization pathways that mitigate grid risk and enable accelerated deployment timelines.

About Cummins Inc.

Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innovative solutions that move people, goods and economies forward. Our five business segments—Engine, Components, Distribution, Power Systems and Accelera™ by Cummins—offer a broad portfolio, including advanced diesel, electric and hybrid powertrains; integrated power generation systems; critical components such as aftertreatment, turbochargers, fuel systems, controls, transmissions, axles and brakes; and zero-emissions technologies like battery and electric powertrain systems. With a global footprint, deep technical expertise and an extensive service network, we deliver dependable, cutting-edge solutions tailored to our customers’ needs, supporting them through the energy transition with our Destination Zero strategy. We create value for customers, investors and employees and strengthen communities through our corporate responsibility global priorities: education, equity and environment. Headquartered in Columbus, Indiana, Cummins employs approximately 67,400 people worldwide and earned $2.8 billion on $33.7 billion in sales in 2025.

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