Key Takeaways COST, CMI and KMT passed earnings acceleration screens from a 7,735-stock universe. Cummins expects 23.2% earnings growth this year across its global power solutions business. Kennametal projects 123.1% earnings growth this year in advanced materials and tooling. Investors often consider consistent earnings growth to be the hallmark of a financially sound company. However, an even more powerful indicator is earnings acceleration, which can be a key driver for stock price gains. Research shows that many of the market’s top-performing stocks demonstrate earnings acceleration before their share prices start to climb upward.
To that end, Costco Wholesale Corporation (COST - Free Report) , Cummins Inc. (CMI - Free Report) and Kennametal Inc. (KMT - Free Report) are showing strong earnings acceleration.
Why Earnings Acceleration Often Precedes Stock Price Gains Earnings acceleration refers to the incremental growth in a company’s earnings per share (EPS). Put simply, if a company’s quarter-over-quarter earnings growth rate increases over a given period, it can be called earnings acceleration.
In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps identify stocks that haven’t yet caught investors’ attention and, once secured, will invariably lead to a rally in share price. This is because earnings acceleration considers both the direction and magnitude of growth rates.
An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down.
Find Winning Stocks Faster With Research Wizard Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rate for the upcoming quarter is expected to exceed that of prior periods.
EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1).
EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2).
EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ago (Q-3).
In addition to this, we have added the following parameters:
Current Price greater than or equal to $5: This screens out low-priced stocks.
Average 20-day volume greater than or equal to 50,000: High trading volume implies that the stocks have adequate liquidity.
The above criteria narrowed the universe of around 7,735 stocks to only 17. Here are the top three stocks:
Costco Wholesale Costco Wholesale operates membership warehouse clubs across the United States and several international markets. Costco Wholesale has a Zacks Rank #3 (Hold). COST’s expected earnings growth rate for the current year is 13.3%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Cummins Cummins delivers a range of power solutions worldwide, operating across five key segments, including Engine and Power Systems. Cummins has a Zacks Rank #2 (Buy). CMI’s expected earnings growth rate for the current year is 23.2%.
Kennametal Kennametal develops and supplies advanced materials and industrial solutions, including tungsten carbide and ceramics, worldwide. Kennametal has a Zacks Rank #3. KMT’s expected earnings growth rate for the current year is 123.1%.
Highlights where AI and automation are delivering measurable gains in uptime, quality and production performance across automotive manufacturing
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, has partnered with the Center for Automotive Research (CAR) to release a new white paper today. The report, Smart Manufacturing in Automotive: Deployment and Impact, was authored by CAR using comprehensive data from Rockwell Automation to detail how artificial intelligence (AI), machine learning (ML) and automation are reshaping manufacturing across the automotive, tire and battery industries.
Rockwell Automation and the Center for Automotive Research release new white paper on the next phase of smart manufacturing in automotive The research shows that the industry is entering a new phase of adoption. For manufacturers, the question is no longer whether to invest in smart manufacturing, but how quickly and where to apply it.
Automakers and suppliers already operate with advanced automation in body, paint and welding. The shift now is into areas that have been harder to automate, including electronics assembly, validation, production coordination and logistics. At the same time, AI and ML are improving predictive maintenance, inspection accuracy and system performance across existing operations.
"The industry has built a strong automation foundation. What is changing now is how manufacturers are using AI and data to manage growing complexity, improve decision-making, and create competitive advantage," said Edgar Faler, principal mobility analyst and strategy lead at CAR. "Those that move faster are starting to see measurable advantages."
The white paper combines CAR analysis with proprietary data from Rockwell Automation's 11th annual State of Smart Manufacturing report. It highlights key drivers accelerating adoption, including more complex production environments, ongoing warranty pressures, rising costs and increasing global competition. Automation is also helping enable onshoring by supporting cost-competitive production in tight labor markets.
Manufacturers are already reporting measurable results, including up to 50% reductions in unplanned downtime in select applications, approximately 5% improvements in overall equipment effectiveness and 5% to 7% gains in throughput from real-time production analytics.
"Manufacturers are being asked to do more with less while managing greater complexity," said James Glasson, VP Global Industry – Automotive, Tire & Advanced Mobility at Rockwell Automation. "The combination of automation and AI is helping teams identify issues earlier, reduce downtime and improve performance across plants. The difference now is how effectively companies scale these capabilities."
The findings also point to a growing divide across the industry. Differences in adoption are creating gaps in quality, uptime and productivity, with implications for supplier performance and long-term competitiveness.
The full white paper is available here: https://www.rockwellautomation.com/en-us/industries/automotive-tire/smart-manufacturing-automotive-whitepaper2.html
About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
About the Center for Automotive Research
The Center for Automotive Research (CAR) is a nonprofit organization based in Ann Arbor, Michigan, that produces independent research, convenes industry stakeholders, and provides insights on critical issues facing the mobility and automotive sectors. CAR's work spans manufacturing, technology, policy, and economic trends shaping the global automotive industry. For more information, visit www.cargroup.org.
CVS Health (CVS +0.04%) encountered significant problems after the pandemic. Revenue growth slowed while expenses rose -- squeezing profits and margins -- due to several challenges. However, the pharmacy chain giant has been bouncing back. The stock has climbed by 48% over the past 12 months. The good news is that CVS Health's comeback may be just getting started, and there is plenty of upside ahead for investors willing to be patient.
Image source: The Motley Fool.
Anatomy of a comeback CVS Health faced several problems after the pandemic. For instance, sales of pandemic-related products, such as diagnostic tests, slowed significantly. More importantly, though, CVS Health dealt with rising utilization and costs in its health insurance division, particularly in its Medicare Advantage (MA) business. The company revised its guidance downward several times due to this issue, signaling an uncertain environment. However, over the past year, CVS Health has improved its financial results.
They are still getting better, as the company proved during the first quarter. The healthcare giant's revenue increased by about 6% year over year to $100.4 billion. Its adjusted earnings per share rose to $2.57, up about 14% from the year-ago period. Further, CVS Health increased its EPS guidance for the fiscal year 2026. Considering the company's results came in ahead of analyst estimates, it was a raise-and-beat quarter for CVS Health. But why is the company performing better?
There are several factors. Let's consider two. First, during the first quarter, CVS Health's medical benefit ratio (MBR) dropped to 84.6%, down 2.7% compared to the first quarter of 2025. The MBR measures the percentage of premium revenue insurers spend on members' healthcare costs. A lower MBR means higher profits, so this is good news for CVS Health. Second, CVS Health has improved the efficiency of its insurance business by digitizing the prior authorization process. These efforts, and others, have helped keep costs in check and increase the company's profits.
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Why the rebound isn't over We have yet to see the full effect of CVS Health's initiatives, and the company will likely double down on various efforts to improve its business. The pharmacy leader had plans to scale back its MA business this year. That could lead to lower overall revenue, but CVS Health wants to focus on profitable growth. That's good news for investors. Beyond the company's short-term outlook, though, long-term investors will find a lot to like with CVS Health.
The company's large, diversified healthcare business enables it to support patients throughout much of their care journey, whether through its primary care operations, insurance business, pharmacy services, and more. This can be more convenient for patients. Instead of relying on separate entities for their medical needs, CVS Health provides many of them under a single umbrella.
Just as important, CVS Health's vertically integrated model enables it to deliver and finance healthcare services, thereby reducing total expenses by directing patients to lower-cost options. Further, CVS Health has also built a solid brand as a trusted name in the healthcare sector, an advantage that is hard to replicate. All of these factors position CVS Health well to benefit from long-term secular trends, such as the world's aging population, that will drive increased healthcare utilization and higher spending in the sector.
CVS Health is also a solid dividend stock. The company has increased its payouts by 56.5% over the past decade, and it offers a forward dividend yield of 2.6%. Finally, CVS Health remains attractively valued, even after its run over the past 12 months. The company is trading at 13.8x forward earnings, versus the healthcare sector's average of 17.4x. CVS Health remains a top long-term pick for investors.
On Wednesday, Kevin Warsh will step to a podium inside the Federal Reserve’s headquarters and take questions as Fed Chair for the first time.
Sworn in on May 22nd after a 54-45 Senate vote, Warsh will have just gaveled out his first FOMC meeting, and the rate decision itself is a foregone conclusion — the committee is universally expected to hold the federal funds rate at 3.50%-3.75%, where it has sat since December. Nearly 100% of futures traders expect no change.
So the decision isn’t the story. The tone is — and I think there’s a real chance Warsh sounds more dovish than the hawkish consensus expects.
Expectations Ahead of the June Fed Meeting Here’s the conventional wiring of this meeting. Inflation has run hot this year — the April reading hit a three-year high — and the energy spike from the Iran war made it worse. The widespread expectation is that the updated Summary of Economic Projections will skew hawkish, showing both higher inflation and a slightly higher path for rates.
On paper: a hawkish hold, a higher-for-longer dot plot, and a new chair with a reputation for inflation vigilance.
But that framing is already stale, and the reason landed over the weekend. On Sunday, the United States and Iran announced a framework to end the war, with a toll-free reopening of the Strait of Hormuz and the lifting of the U.S. naval blockade. The market response was immediate: U.S. crude plunged more than 5% to below $80 a barrel, its lowest level since early March, having already tumbled more than 6% the prior week in anticipation.
The single biggest driver of the inflation scare that justified the hawkish posture is unwinding in real time — and crucially, the dot plot now in front of the committee was largely finalized before any of this happened.
That matters because the inflation problem was always more about energy than a genuinely overheating economy. Underneath the alarming 4.2% headline CPI we received last week, the core has been cooling: core CPI rose just 0.2% month over month in May, below expectations, and stripping out food, shelter, and energy leaves underlying inflation running near 2.4% — essentially at target. A supply shock that’s now reversing, layered on a cooling core, is precisely the kind of inflation a central bank is supposed to look through.
Then there’s Warsh himself. President Trump chose him specifically because he wanted lower rates, and reiterated days before the meeting that there was “no reason” to raise and that the Fed should cut — political cover most chairs never get. Add a new leader eager to define his era, one who has criticized the Fed for letting its own forecasts drive policy errors, and you have someone with both the inclination and the justification to downplay a hawkish dot plot and crack the door to cuts later this year.
In fairness, this is a contrarian call. Warsh built his reputation as an inflation hawk, the projections may print higher, and his communication-minimalist instincts mean he could reveal little. The dovish surprise is a probability, not a certainty. But with the entire market braced for hawkishness, the risk/reward around his tone is asymmetric — it wouldn’t take a cut to move things, only an acknowledgment that a fading oil shock changes the calculus.
If he leans dovish, the rate-sensitive corners of the market that have spent substantial time priced for higher-for-longer stand to benefit most. Two names stand out — both carrying a Zacks Rank #2 (Buy), but offering very different risk profiles.
Stocks to WatchThe first is Prologis (PLD - Free Report) , the quality anchor. The world’s largest industrial and logistics REIT is about as direct a beneficiary of falling rates as exists, since REIT valuations and financing costs move inversely to yields.
Our Zacks Rank system upgraded PLD to a Buy recently, and the fundamentals back it up: first-quarter core funds from operations (FFO) of $1.50 per share rose 5.6% year over year and beat the consensus. The 2026 FFO consensus has been revised higher and points to mid-single-digit growth, with revenues expected up about 4.9%. A scaled, well-financed compounder with a growing data-center conversion angle, Prologis is the steady, income-oriented way to play the pivot.
Image Source: StockCharts
The second is T1 Energy (TE - Free Report) , the higher-torque play — and certainly the more speculative of the two. The company is building an integrated U.S. solar-and-battery manufacturing supply chain, a clean-energy capex story that is intensely sensitive to financing costs: lower rates lift project economics and demand.
The momentum is real — first-quarter revenue surged to $177.7 million, up 175% year over year and crushing the Zacks Consensus Estimate — and its pending acquisition of battery-storage firm KORE Power pushes it toward the AI-data-center power theme.
Image Source: StockCharts
It now carries a Zacks Rank #2 (Buy) with a second-best Growth Score of B, reflecting the favorable turn in estimate revisions.
Bottom LineWednesday afternoon is the catalyst, and the crowd is leaning hard one way.
If Warsh looks through a supply shock that’s already resolving and signals that cuts remain on the table, rate-sensitive plays like Prologis and T1 Energy are positioned to re-rate — the former with the ballast of a blue-chip REIT, the latter with the leverage of a high-beta growth name.
NEW YORK--(BUSINESS WIRE)--BXP (NYSE: BXP), the largest publicly traded developer, owner, and manager of premier workplaces in the United States, today announced that McDermott Will & Schulte has signed a lease for approximately 150,000 square feet at 343 Madison Avenue in New York City. The firm will occupy floors 31 through 37 of the 930,000 square foot premier workplace, which is currently under construction and will provide direct access to Grand Central Terminal's Madison Concourse bet.
NEW YORK & LONDON--(BUSINESS WIRE)--Unilever (LON: ULVR) is partnering with Accenture (NYSE: ACN) to scale the use of AI-enabled digital twins across its global manufacturing network. The next-generation technology will help factories improve quality, boost efficiency and respond more quickly to consumer demand. The multi-year program marks a further step in Unilever’s journey to apply pioneering technology across its value chain as the company sets out to shape the future of the consumer goods industry.
Digital twins are virtual models of factory equipment and production lines. They use live data from physical systems on the shop floor to monitor and predict how machines and processes perform.
By integrating digital twins with AI-enabled insights and agentic capabilities, Unilever is equipping manufacturing teams with advanced tools to identify issues sooner, simulate scenarios faster, and make smarter decisions across the production cycle.
Building on digital twins already in use, Unilever plans to expand adoption over the next 18 months by building more than 40 new digital twins, creating a scalable blueprint for global rollout.
“Scaling AI across our operations isn’t just a technological shift, it’s a commitment to superior products, sustainability and empowering our teams across our factories,” said Adam Raeburn-James, Global VP for Digital Business Operations, Unilever. “Through our partnership with Accenture to accelerate digital twins, we are turning innovation into measurable impact to create desirable brands for our 3.7 billion consumers worldwide.”
“Unilever has long been recognized for its supply chain excellence, and expanding the use of manufacturing digital twins reflects the company’s continued focus on both technology and people,” said Nicole van Det, CEO Accenture Netherlands and Nordics and global account lead for Unilever.
“Having invested early in AI, the company is setting the standard for pairing advanced tools with smart process design and disciplined execution on the shop floor. Together, we’re setting the benchmark for how industrial AI creates long-lasting value in the consumer goods sector.”
Accenture is supporting Unilever in deploying industrial AI capabilities that use advanced analytics and AI agents to predict maintenance needs, improve performance, and help teams act faster. As the system learns and employees gain confidence in its accuracy, it can progressively take on certain adjustments automatically, with human oversight.
Digital twins delivering impact across Unilever’s manufacturing network
Digital twins are already delivering tangible benefits across multiple Unilever sites:
Superior quality and improved throughput for personal care: In Raeford, North Carolina, United States, a digital twin powering the production of iconic brands including Dove, Degree, and Axe predicts 95% of process flow restrictions in deodorant stick manufacturing, delivering a 20% reduction in waste and a 10% uplift in capacity.Lower energy consumption for home care products: In Haldia, India – dedicated to powder detergents such as Surf and Sunlight—an energy twin optimises fan speeds, temperature setpoints and moisture controls, helping achieve a tangible reduction in thermal energy consumption over two years, supporting delivery towards Unilever's scope 1 and 2 climate target.Better mayonnaise consistency, less waste: In Poznan, Poland – home to producing such iconic brands as Knorr and Hellmann’s—a digital twin stabilizes viscosity variation in mayonnaise, while reducing minor stoppages by up to 20% and cutting waste by nearly 30%.Elevating the quality of Dove soap: At Gandhidham, India – one of our largest personal care sites in South Asia—a digital twin helped reduce quality defects by 30% over four years through real-time control recommendations—as measured in distribution centers right before the product is delivered to the customer.Efficient ingredients use, consistent quality: In Cu Chi, Vietnam – where Unilever produces liquid home care products such as OMO laundry detergent—an intelligent mixer powered by an AI digital twin optimizes raw materials dosing, preventing overuse and delivering 1–2% savings in premium ingredients while maintaining superior product quality.Unilever's operational excellence, efficiency and sustainable growth across its supply chain have been recognized by the World Economic Forum’s Global Lighthouse Network, where Unilever holds the highest number of designations in the consumer goods sector.
Its manufacturing AI partnership with Accenture builds on previously announced efforts to scale next-generation technology across business operations, including identifying and testing new AI solutions through the AI Horizon3 Lab in Toronto, Canada.
About Unilever
Unilever is one of the world’s leading suppliers of Beauty & Wellbeing, Personal Care, Home Care and Foods products, with sales in over 190 countries and products used by 3.7 billion people every day. We have 96,000 employees and generated sales of €50.5 billion in 2025. For more information about Unilever and our brands, please visit www.unilever.com.
About Accenture
Accenture helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We serve approximately 9,000 clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com.
Accenture Forward-Looking Statement
Except for the historical information and discussions contained herein, statements in this news release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “will,” “should,” “likely,” “anticipates,” “aspires,” “expects,” “intends,” “plans,” “projects,” “believes,” “estimates,” “positioned,” “outlook,” “goal,” “target” and similar expressions are used to identify these forward-looking statements. These statements are not guarantees of future performance nor promises that goals or targets will be met, and involve a number of risks, uncertainties and other factors that are difficult to predict and could cause actual results to differ materially from those expressed or implied. These risks include, without limitation, that the collaboration might not achieve its anticipated benefits and risks and uncertainties related to the development and use of AI, including advanced AI, could harm our business, damage our reputation or give rise to legal or regulatory action, as well as the risks, uncertainties and other factors discussed under the “Risk Factors” heading in Accenture plc’s most recent Annual Report on Form 10-K and other documents filed with or furnished to the Securities and Exchange Commission. Statements in this news release speak only as of the date they were made, and Accenture undertakes no duty to update any forward-looking statements made in this news release or to conform such statements to actual results or changes in Accenture’s expectations.
Unilever Scales Digital Twins Across Global Manufacturing Network with Accenture Unilever (LON: ULVR) is partnering with Accenture (NYSE: ACN) to scale the use of AI-enabled digital twins across its global manufacturing network. The next-generation technology will help factories improve quality, boost efficiency and respond more quickly to consumer demand. The multi-year program marks a further step in Unilever’s journey to apply pioneering technology across its value chain as the company sets out to shape the future of the consumer goods industry.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260616442266/en/
Unilever is partnering with Accenture to scale the use of AI-enabled digital twins across its global manufacturing network.
Digital twins are virtual models of factory equipment and production lines. They use live data from physical systems on the shop floor to monitor and predict how machines and processes perform.
By integrating digital twins with AI-enabled insights and agentic capabilities, Unilever is equipping manufacturing teams with advanced tools to identify issues sooner, simulate scenarios faster, and make smarter decisions across the production cycle.
Building on digital twins already in use, Unilever plans to expand adoption over the next 18 months by building more than 40 new digital twins, creating a scalable blueprint for global rollout.
“Scaling AI across our operations isn’t just a technological shift, it’s a commitment to superior products, sustainability and empowering our teams across our factories,” said Adam Raeburn-James, Global VP for Digital Business Operations, Unilever. “Through our partnership with Accenture to accelerate digital twins, we are turning innovation into measurable impact to create desirable brands for our 3.7 billion consumers worldwide.”
“Unilever has long been recognized for its supply chain excellence, and expanding the use of manufacturing digital twins reflects the company’s continued focus on both technology and people,” said Nicole van Det, CEO Accenture Netherlands and Nordics and global account lead for Unilever.
“Having invested early in AI, the company is setting the standard for pairing advanced tools with smart process design and disciplined execution on the shop floor. Together, we’re setting the benchmark for how industrial AI creates long-lasting value in the consumer goods sector.”
Accenture is supporting Unilever in deploying industrial AI capabilities that use advanced analytics and AI agents to predict maintenance needs, improve performance, and help teams act faster. As the system learns and employees gain confidence in its accuracy, it can progressively take on certain adjustments automatically, with human oversight.
Digital twins delivering impact across Unilever’s manufacturing network
Digital twins are already delivering tangible benefits across multiple Unilever sites:
Superior quality and improved throughput for personal care: In Raeford, North Carolina, United States, a digital twin powering the production of iconic brands including Dove, Degree, and Axe predicts 95% of process flow restrictions in deodorant stick manufacturing, delivering a 20% reduction in waste and a 10% uplift in capacity.Lower energy consumption for home care products: In Haldia, India – dedicated to powder detergents such as Surf and Sunlight—an energy twin optimises fan speeds, temperature setpoints and moisture controls, helping achieve a tangible reduction in thermal energy consumption over two years, supporting delivery towards Unilever's scope 1 and 2 climate target.Better mayonnaise consistency, less waste: In Poznan, Poland – home to producing such iconic brands as Knorr and Hellmann’s—a digital twin stabilizes viscosity variation in mayonnaise, while reducing minor stoppages by up to 20% and cutting waste by nearly 30%.Elevating the quality of Dove soap: At Gandhidham, India – one of our largest personal care sites in South Asia—a digital twin helped reduce quality defects by 30% over four years through real-time control recommendations—as measured in distribution centers right before the product is delivered to the customer.Efficient ingredients use, consistent quality: In Cu Chi, Vietnam – where Unilever produces liquid home care products such as OMO laundry detergent—an intelligent mixer powered by an AI digital twin optimizes raw materials dosing, preventing overuse and delivering 1–2% savings in premium ingredients while maintaining superior product quality.Unilever's operational excellence, efficiency and sustainable growth across its supply chain have been recognized by the World Economic Forum’s Global Lighthouse Network, where Unilever holds the highest number of designations in the consumer goods sector.
Its manufacturing AI partnership with Accenture builds on previously announced efforts to scale next-generation technology across business operations, including identifying and testing new AI solutions through the AI Horizon3 Lab in Toronto, Canada.
About Unilever
Unilever is one of the world’s leading suppliers of Beauty & Wellbeing, Personal Care, Home Care and Foods products, with sales in over 190 countries and products used by 3.7 billion people every day. We have 96,000 employees and generated sales of €50.5 billion in 2025. For more information about Unilever and our brands, please visit www.unilever.com.
About Accenture
Accenture helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We serve approximately 9,000 clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com.
Accenture Forward-Looking Statement
Except for the historical information and discussions contained herein, statements in this news release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “will,” “should,” “likely,” “anticipates,” “aspires,” “expects,” “intends,” “plans,” “projects,” “believes,” “estimates,” “positioned,” “outlook,” “goal,” “target” and similar expressions are used to identify these forward-looking statements. These statements are not guarantees of future performance nor promises that goals or targets will be met, and involve a number of risks, uncertainties and other factors that are difficult to predict and could cause actual results to differ materially from those expressed or implied. These risks include, without limitation, that the collaboration might not achieve its anticipated benefits and risks and uncertainties related to the development and use of AI, including advanced AI, could harm our business, damage our reputation or give rise to legal or regulatory action, as well as the risks, uncertainties and other factors discussed under the “Risk Factors” heading in Accenture plc’s most recent Annual Report on Form 10-K and other documents filed with or furnished to the Securities and Exchange Commission. Statements in this news release speak only as of the date they were made, and Accenture undertakes no duty to update any forward-looking statements made in this news release or to conform such statements to actual results or changes in Accenture’s expectations.
Industry experts to share practical strategies for eliminating AP fragmentation, improving spend visibility and accelerating finance transformation through AI
London, UK – 16 June 2026 – Procurement Magazine is pleased to announce an exclusive webinar in partnership with Coupa and Rossum, The Global Accounts Payable Blueprint: Eliminating Fragmentation for Real-Time Visibility, taking place on 17 June 2026 from 10:00 AM to 11:00 AM BST.
As organisations continue to scale and evolve, finance, procurement and IT teams are increasingly challenged by fragmented systems, manual processes and disconnected workflows. These inefficiencies often create blind spots in spend visibility, delay payments, increase risk and limit an organisation's ability to maintain control over budgets and supplier relationships.
This webinar will explore how leading organisations are addressing these challenges through AI-powered automation, integrated procure-to-pay strategies and intelligent transactional workflows. Attendees will gain practical insights into how technology is helping businesses improve operational efficiency, strengthen compliance and create greater transparency across the source-to-pay lifecycle.
Learn from a Real-World Transformation
A key highlight of the session will be a customer success story from Eurowag, the international mobility and financial services provider, which partnered with Coupa, Rossum and Accenture to standardise its procure-to-pay processes following a period of rapid growth through acquisition.
By implementing automated accounts payable solutions and contract lifecycle management capabilities, Eurowag successfully transformed its finance operations, achieving:
100% standardised AP processes across the organisationA 70% automation rateA reduction in invoice processing times from nine days to fourMore than 90% on-time payment performanceA 30% improvement in paid-on-time metricsEnhanced compliance, fraud prevention and audit readiness "Coupa provides a clear, traceable link between purchase orders, receipts and invoices — supporting finance and compliance with a reliable audit trail," said Marcella Mathes, Head of Finance Processes and Digital Finance at Eurowag.
Expert Perspectives from Across the Industry
The webinar will feature a panel of experts representing procurement, finance, technology and transformation functions:
Petr Podávka, Accounts Payable Manager, EurowagAlexander Boehme, Manager Solutions Advisory, CoupaSam Overton, Regional Vice President, RossumJarda Privoznik, Technology Delivery Associate Director, Accenture Together, they will discuss how organisations can leverage automation and AI to streamline AP processes, improve supplier management, strengthen governance and build a more resilient operating model.
Exploring the Future of Autonomous Spend Management
The session comes shortly after Coupa's acquisition of Rossum, announced at Coupa Inspire 2026. The acquisition expands the companies' existing partnership and brings intelligent document processing capabilities deeper into the source-to-pay ecosystem.
Attendees will hear how AI-powered transactional intelligence is helping organisations move towards more autonomous finance operations while maintaining the controls and visibility required in today's increasingly complex business environment.
As procurement and finance leaders face growing pressure to drive efficiency, reduce costs and manage risk, understanding the role of AI within spend management has never been more important.
Register now to secure your place.
About Procurement Magazine
Procurement Magazine connects the world's leading procurement executives through premium content, events, research and thought leadership. The platform delivers insights into procurement strategy, technology, sustainability and supply chain innovation, helping organisations drive performance and transformation.
Accenture plc (NYSE:ACN) will release earnings for its third quarter before the opening bell on Thursday, June 18.
Analysts expect the Dublin, Ireland-based company to report quarterly earnings of $3.71 per share. That's up from $3.49 per share in the year-ago period. The consensus estimate for Accenture's quarterly revenue is $18.76 billion (it reported $17.73 billion last year), according to Benzinga Pro.
On June 8, Accenture agreed to acquire Whalar, a leading creator and social agency, from Whalar Group.
Shares of Accenture rose 1.7% to close at $170.28 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.
Considering buying ACN stock? Here’s what analysts think:
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Acquisition will support the continued growth of the Accenture Siemens Business Group
ROME & CHICAGO--(BUSINESS WIRE)--Accenture (NYSE: ACN) has agreed to acquire Industries eXcellence Group (“IndX”), a division of Engineering Group and long-standing partner of Siemens Digital Industries. The acquisition will strengthen Accenture’s ability to help manufacturers modernize product development, production and supply chain operations through software, data, and AI-enabled technologies.
“Manufacturers are increasingly investing in software, data and AI to make engineering and factory operations more flexible, intelligent and connected,” said Tracey Countryman, global supply chain and engineering lead at Accenture. “But many companies struggle to integrate these technologies across their products, factories, plants and supply chains. We will combine IndX’s proven expertise in Siemens technologies with Accenture’s AI capabilities and industry knowledge to solve this challenge for clients faster.”
Headquartered in Rome and Chicago, IndX brings proven expertise in software for discrete and process manufacturers from Siemens. It specializes in implementing digital thread solutions that help clients connect engineering, manufacturing and automation across IT and operational technology, from product lifecycle management, simulation and digital twins to Supervisory Control and Data Acquisition (SCADA), industrial edge computing and cloud computing.
IndX’s clients are leading companies in industries including aerospace & defense, automotive, consumer goods, energy, high tech, industrial equipment, life sciences and utilities. It has a team of more than 650 professionals based in Italy, US, India, Germany, other European countries and Mexico.
Once the acquisition has been completed, IndX’s team and capabilities are expected to support the continued growth of the Accenture Siemens Business Group, a dedicated global business practice formed last year, which combines leading industrial technology with AI-enabled engineering and manufacturing capabilities.
“Accenture’s acquisition of IndX is a milestone for the Accenture Siemens Business Group,” said Tony Hemmelgarn, President and CEO of Siemens Digital Industries Software. “It brings proven skills in our industrial solutions for digital manufacturing, engineering, automation, digital twin and simulation, plus long-standing relationships with clients that apply them.”
“Together with Siemens, we develop industrial AI-enabled solutions that shorten engineering time to market, increase manufacturing efficiencies and strengthen the digital core for our clients,” added Vivek Kaushik, global lead of Accenture Siemens Business Group at Accenture. “IndX will strengthen the Accenture Siemens Business Group and help deliver on Accenture and Siemens’ shared ambition to scale these AI solutions.”
Following the completion of the acquisition, Accenture plans to establish two new Centers of Excellence for Siemens DI solutions in Italy and India. The centers will bring together professionals with expertise in industrial software and advanced digital technologies to help clients improve how they design products, run factories, and manage supply chains by combining industrial software, AI and digital engineering capabilities.
“Italy has a unique combination of manufacturing excellence, engineering capabilities and innovation talent,” said Teodoro Lio, Market Unit Lead of Accenture Italy. “By expanding our Siemens industrial software capabilities and creating a new Center of Excellence in Italy, we are strengthening an ecosystem that can help Italian industry become even more competitive at the global level, accelerate digital transformation, and create highly specialized skills and jobs for the country.”
Accenture will integrate IndX’s assets and services for other technologies into its respective business units.
Terms of the transaction were not disclosed. Completion of the acquisition is subject to customary closing conditions.
Forward-Looking Statements
Except for the historical information and discussions contained herein, statements in this news release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “will,” “should,” “likely,” “anticipates,” “aspires,” “expects,” “intends,” “plans,” “projects,” “believes,” “estimates,” “positioned,” “outlook,” “goal,” “target” and similar expressions are used to identify these forward-looking statements. These statements are not guarantees of future performance nor promises that goals or targets will be met, and involve a number of risks, uncertainties and other factors that are difficult to predict and could cause actual results to differ materially from those expressed or implied. Many of the following risks, uncertainties and other factors identified below may be amplified by conflict in the Middle East, as well as any escalation or expansion of economic disruption or the conflict’s current scope. These risks include, without limitation, risks that: Accenture and Engineering Group will not be able to close the transaction in the time period anticipated, or at all, which is dependent on the parties’ ability to satisfy certain closing conditions; the transaction might not achieve the anticipated benefits for Accenture; Accenture’s results of operations have been, and may in the future be, adversely affected by volatile, negative or uncertain economic and geopolitical conditions and the effects of these conditions on the company’s clients’ businesses and levels of business activity; Accenture’s business depends on generating and maintaining client demand for the company’s solutions and services including through the adaptation and expansion of its solutions and services in response to ongoing changes in technology and offerings, and a significant reduction in such demand or an inability to respond to the evolving technological environment could materially affect the company’s results of operations; risks and uncertainties related to the development and use of AI, including advanced AI, could harm the company’s business, damage its reputation or give rise to legal or regulatory action; if Accenture is unable to match people and their skills with client demand around the world and attract and retain professionals with strong leadership skills, the company’s business, the utilization rate of the company’s professionals and the company’s results of operations may be materially adversely affected; Accenture faces legal, reputational and financial risks from any failure to protect client and/or company data from security incidents or cyberattacks; the markets in which Accenture operates are highly competitive, and Accenture might not be able to compete effectively; if Accenture does not successfully manage and develop its relationships with its ecosystem partners or fails to anticipate and establish new alliances in new technologies, the company’s results of operations could be adversely affected; Accenture’s ability to attract and retain business and employees may depend on its reputation in the marketplace; Accenture’s profitability could materially suffer due to pricing pressure, if the company is unable to remain competitive, if its cost-management strategies are unsuccessful or if it experiences delivery inefficiencies or fail to satisfy certain agreed-upon targets or specific service levels; changes in Accenture’s level of taxes, as well as audits, investigations and tax proceedings, or changes in tax laws or in their interpretation or enforcement, could have a material adverse effect on the company’s effective tax rate, results of operations, cash flows and financial condition; Accenture’s results of operations could be materially adversely affected by fluctuations in foreign currency exchange rates; Accenture’s debt obligations could adversely affect its business and financial condition; as a result of Accenture’s geographically diverse operations and strategy to continue to grow in key markets around the world, the company is more susceptible to certain risks; if Accenture is unable to manage the organizational challenges associated with its size, the company might be unable to achieve its business objectives; Accenture might not be successful at acquiring, investing in or integrating businesses, entering into joint ventures or divesting businesses; Accenture’s business could be materially adversely affected if the company incurs legal liability; Accenture’s work with government clients exposes the company to additional risks inherent in the government contracting environment; Accenture’s global operations expose the company to numerous and sometimes conflicting legal and regulatory requirements; if Accenture is unable to protect or enforce its intellectual property rights or if Accenture’s solutions or services infringe upon the intellectual property rights of others or the company loses its ability to utilize the intellectual property of others, its business could be adversely affected; Accenture may be subject to criticism and negative publicity related to its incorporation in Ireland; as well as the risks, uncertainties and other factors discussed under the “Risk Factors” heading in Accenture plc’s most recent Annual Report on Form 10-K and other documents filed with or furnished to the Securities and Exchange Commission. Statements in this news release speak only as of the date they were made, and Accenture undertakes no duty to update any forward-looking statements made in this news release or to conform such statements to actual results or changes in Accenture’s expectations.
About Accenture
Accenture helps the world’s leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the most client-focused, AI-enabled, great place to work in the world. We bring together the talent of our approximately 786,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We serve approximately 9,000 clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com.
Coinbase Global, Inc. (COIN - 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 company have returned -10.5%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Coinbase Global falls in, has gained 1.2%. 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.
Revisions to Earnings EstimatesHere 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.
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.
Coinbase Global is expected to post earnings of $0.39 per share for the current quarter, representing a year-over-year change of +225%. Over the last 30 days, the Zacks Consensus Estimate has changed -6.1%.
For the current fiscal year, the consensus earnings estimate of $1.74 points to a change of -56.8% from the prior year. Over the last 30 days, this estimate has changed -0.9%.
For the next fiscal year, the consensus earnings estimate of $4.52 indicates a change of +160.1% from what Coinbase Global is expected to report a year ago. Over the past month, the estimate has changed +1.5%.
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 #3 (Hold) for Coinbase Global.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven 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 Coinbase Global, the consensus sales estimate of $1.39 billion for the current quarter points to a year-over-year change of -7%. The $6.06 billion and $7.3 billion estimates for the current and next fiscal years indicate changes of -15.6% and +20.4%, respectively.
Last Reported Results and Surprise HistoryCoinbase Global reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of -30.5%. EPS of -$0.17 for the same period compares with $1.94 a year ago.
Compared to the Zacks Consensus Estimate of $1.5 billion, the reported revenues represent a surprise of -5.61%. The EPS surprise was -147.22%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once 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.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Coinbase Global is graded F 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 Coinbase Global. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
ToplineCrypto billionaire Brian Armstrong is calling for an overhaul to U.S. investment law and a redesign of the existing accredited investor framework—a decades-old gatekeeping system that determines which Americans can invest in private companies before they go public.
Coinbase CEO Brian Armstrong speaks onstage on Dec. 3, 2025.
Getty Images
Key FactsArmstrong, CEO of Coinbase, took to X late Monday night to slam accredited investor laws as upholding a "rich get richer" system and making it "illegal" for people who aren't already wealthy to benefit from early investment in promising companies.
The rules—which allow only "accredited investors" who can prove a certain level of wealth to invest in a company privately—are what keep ordinary Americans from investing in start-up funding rounds and other early opportunities before a company’s initial public offering.
By the time an IPO takes place and retail investors can buy stock, Armstrong argues “much of the upside has already been captured” and says everyday Americans are then fighting for limited returns, while accredited investors have already benefited.
Armstrong proposed two alternatives: replacing existing income and net worth requirements with a financial literacy test, or eliminating the accreditation standard entirely while preserving existing disclosure rules and fraud enforcement.
CRUCIAL QUOTE"These rules were created with the best of intentions, to protect regular people from scams—a noble idea," Armstrong said. “Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!”
CHIEF CRITICBillionaire investor Mark Cuban took a swipe at Armstrong Tuesday, responding with a quippy: "Just sell em MemeCoins Brian !" Cuban’s post implied memecoins are one way retail investors can chase big returns without needing accredited status, but crypto fans said his cheeky jab was a sign of his "bitterness.” The sass also led to the creation of CUBEN, a Solana (CRYPTO: SOL) meme coin parodying him, Benzinga reported.
KEY BACKGROUNDAccredited investors can participate in private investments that are generally unavailable to the public—including private startup funding rounds, venture capital funds, private equity funds and hedge funds—before those investments become publicly traded. Under current Securities and Exchange Commission rules, a person must earn more than $200,000 annually—or $300,000 with a spouse—or hold a net worth of at least $1 million, excluding a primary residence, to be considered an “accredited investor.” The SEC expanded the definition in 2020 to include certain licensed financial professionals, but the core wealth thresholds have been the same for decades. The rules were originally designed to ensure investors could absorb potential losses, but critics argue they effectively reserve the highest-growth phase of private companies for wealthy individuals and institutional funds. As companies delay public listings, which Armstrong argues is becoming more common, everyday retail investors are gaining investment access only after valuations have already compounded through multiple private funding rounds.
WHAT TO WATCH FORA Senate floor vote on the CLARITY Act. The proposed legislation— which counts Coinbase among its more than 200 corporate backers—wouldn’t change the definition of accredited investors but could set a legislative precedent for how broadly Congress is willing to reshape retail access to financial markets.
FORBES VALUATIONArmstrong, a former Airbnb software engineer who cofounded Coinbase in 2012, has an estimated net worth of $8.2 billion Tuesday.
further readingForbesLet Middle-Class Investors Join the 'Accredited' ClubBy John Berlau
ForbesSpaceX Says Historic IPO Raised More Than $85 BillionBy Ty Roush
Brian Armstrong, Coinbase CEO, joins 'Squawk on the Street' to discuss the company's tokenized stocks, why it's interesting for global investors and much more.
Coinbase has launched an artificial intelligence-powered, Securities and Exchange Commission-registered investment adviser to its app.
The company is rolling out the new Coinbase Advisor to Coinbase One members in the United States, it said Tuesday (June 16).
“From helping you design complex tax-loss harvesting to turning breaking news into multi-asset trade recommendations, it handles the heavy analytical lifting so you can optimize your wealth-building strategies with ease,” Coinbase said.
Coinbase Advisor is one of several new features and services Coinbase announced Tuesday in a blog post about its latest system update.
The company will introduce tokenized stocks for its non-U.S. customers next month, and it will roll out options trading for crypto and stocks in the coming months, according to the post.
Coinbase added that users can now transfer their existing stock portfolios from other platforms directly to its platform, access equities on Coinbase Advanced with zero commission fees, and gain exposure to thematic equity indices via real world asset (RWA) perpetual futures.
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On the prediction markets front, the company introduced crypto binaries that let users trade time-boxed “up or down” markets on assets such as bitcoin, and combos that allows users to bundle multiple predictions into a single trade, across any category on Coinbase.
On Wednesday (June 17) Coinbase will enable users to access a New Launches tab in its app to trade Base or Solana tokens as soon as they become available onchain.
New financial services offerings include a Travel Portal for the Coinbase One Card that gives users 5% bitcoin back on travel bookings, the ability for users who aren’t approved for a traditional line of credit to secure a Coinbase One Card using USDC as collateral, the ability to borrow against staked Solana on Coinbase, and a new defensive framework called Transfer Protection that provides security controls over outgoing funds.
For businesses, the system update introduces a Coinbase Developer Platform that helps companies access Coinbase’s wallet infrastructure, payments capabilities, trading systems and stablecoin issuance.
“The future of finance won’t be split between a bank, a brokerage and a crypto wallet,” Coinbase said in the post. “It is unified, intelligent, onchain and on Coinbase.”
PYMNTS reported in May that Coinbase is carrying out a multiyear effort to diversify away from transaction-based income and create recurring revenue streams that are less vulnerable to the emotional swings of retail crypto traders.
I rate Skyworks Solutions a Buy with a $116 price target, reflecting 53% upside potential from current levels. My growth drivers are the premium Android win, which helps reduce the one-customer mobile concern; then the Broad Markets give SWKS a better mix, and Qorvo adds scale and synergy potential. My valuation uses $6.03 of FWD EPS and a 19.16x FWD non-GAAP P/E multiple, which sits between SWKS' historical 13.4x multiple and the broader peer level of about 24.92x.
A securities fraud class action lawsuit has been filed on behalf of Roblox investors after its stock plummeted 18% because Roblox allegedly misled investors regarding the impact of age verification features on its business and growth potential, potentially violating federal securities laws.
, /PRNewswire/ -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Roblox Corporation (NYSE:RBLX) and certain of the Company's senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Roblox, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/roblox-class-action-lawsuit.
Key Details of the Roblox ($RBLX) Class Action:
Lead Plaintiff Deadline: August 7, 2026 Alleged Misconduct: Securities fraud alleging that Roblox misled investors regarding the impact of age verification features on Roblox's business and growth potential Stock Drop: May 1, 2026 – 18.33% Stock Drop Court: U.S. District Court for the Northern District of California Action: Contact BFA Law to discuss your rights Investors have until August 7, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Roblox common stock. The class action is pending in the U.S. District Court for the Northern District of California. It is captioned Mukherjee v. Roblox Corporation, et al., No. 26-cv-5489.
Why is Roblox Being Sued for Securities Fraud?
Roblox is a gaming and creation platform. In late-2025, Roblox introduced age verification systems to its platform. By January 2026, age verification systems were mandatory in all chat enabled regions.
During the relevant period, Roblox stated that 2026 bookings would grow by 22% to 26%, which reflected Roblox's "confidence in the adoption of our age-checking technology." Roblox also stated that its age verification features provided "a bigger growth opportunity in the 18-plus demographic than previously assumed" and stated that its "18 and over cohort is growing at over 50%[.]"
In truth, as alleged, Roblox's age verification rollout was causing a slowdown in on-platform communication, app store rating reductions, and a considerable reduction in organic growth.
Why did Roblox's Stock Drop?
On April 30, 2026, Roblox announced its Q1 2026 results and slashed bookings growth guidance from 22%-26% to 8%-12%. Roblox revealed that its age verification features reduced communication on the platform, caused a reduction in app store ratings, and were "contributing to a reduction in organic sign-ups[.]"
This news caused the price of Roblox stock to decline $10.13 per share, or 18.33%, from a closing price of $55.26 per share on April 30, 2026, to $45.13 per share on May 1, 2026.
Click here for more information: https://www.bfalaw.com/cases/roblox-class-action-lawsuit.
What Can You Do?
If you invested in Roblox, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
New age-based accounts are designed to provide protections that evolve as children grow while giving parents greater visibility and control
SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced the global rollout of Roblox Kids and Roblox Select accounts, new age-based experiences for users under 16, with protections designed to evolve as children grow.
"With Roblox Kids and Roblox Select, we’re creating age-based protections designed to support younger users at different stages, while giving parents tools to personalize the experience for their family."
ShareFollowing a limited market rollout last month in Australia, Indonesia, the Netherlands, and New Zealand, Roblox Kids and Roblox Select accounts are now available globally. The accounts are designed to align game access, chat features, and parental controls with a user’s age, while giving parents more visibility and flexibility over their child’s experience on Roblox.
Users are automatically placed into the applicable account experience based on Roblox’s age-check systems. The rollout brings together age checks, age-based account settings, content ratings, ongoing moderation, and expanded parental controls into a single framework designed to support younger users as they grow. At launch, age-checked users under 16 will retain access to the vast majority of their favorite games, while the experience for age-checked users 16 and older remains unchanged.
“Children’s needs change significantly as they grow, and online experiences should adapt alongside them,” said Matt Kaufman, Chief Safety Officer at Roblox. “With Roblox Kids and Roblox Select, we’re creating age-based protections designed to support younger users at different stages, while giving parents tools to personalize the experience for their family.”
Roblox Kids and Roblox Select Accounts
Roblox Kids Accounts (Ages 5–8)* include the platform’s strongest default protections. Users can access a catalog of games with Minimal or Mild content maturity labels that have passed Roblox’s continual selection process. Chat is turned off by default.Roblox Select Accounts (Ages 9–15) provide access to games rated up to Moderate that have passed Roblox’s continual selection process. Chat settings vary by age and region, and additional safeguards remain in place for users under 16.For both account types, Roblox applies additional review standards to games made available to younger users, including developer verification, real-time evaluation, and enhanced content review. By default, Roblox Kids and Roblox Select catalogs exclude games featuring sensitive issues, social hangouts, and free-form drawing features.
Roblox’s age-based account system automatically progresses users into new account experiences as they age: Users move from Roblox Kids to Roblox Select at age 9, and users move from Roblox Select to standard Roblox accounts at age 16.
Expanding Parental Controls
Roblox is also expanding parental controls. Parents who link their account to their child’s already have access to parental controls that provide visibility into gameplay activity and friend lists, as well as tools to manage content ratings, communication settings, screen time, and spending limits.
With this rollout, Roblox is extending certain controls until their child turns 16—including granular game blocking and direct chat management—and introducing a new game approval feature that allows parents to grant access to specific games outside their child’s default account settings.
As Leonardo S., a Brazilian-based father and member of Roblox’s Global Parent Council, said, “These new accounts provide more peace of mind by pairing built-in safeguards with tools that help parents stay connected to their child’s experience. This combination makes it much easier as parents to stay engaged and guide their children’s digital journey as they grow.”
Age-Appropriate Experiences
The rollout builds on Roblox’s broader effort to create age-appropriate experiences for younger users, including becoming the first major online gaming platform to require facial age checks to access chat features. Once rollout is completed, users who have not completed an age check will not be able to access standard Roblox accounts or use Roblox chat features, regardless of their age.
Roblox also continues to apply protections that are designed to prevent the sharing of links, images, and videos in chat. While social media links have never been allowed in chat, later this month, Roblox is no longer allowing users younger than 16 to share or view them on user profiles, game detail pages, Community pages, or the Creator Hub.
Later this year, Roblox will also begin transitioning to the International Age Rating Coalition (IARC) framework, the globally recognized standard method for assigning content ratings for digital games and apps.
Together, these updates are part of Roblox’s ongoing work to deliver age-based protections that evolve as users grow, provide parents with greater transparency and control, and support safe, positive online experiences.
Resources
Age-Based Roblox Kids and Select Accounts Now Globally AvailableWhat Families Need to Know About Roblox’s New Age-Based ProtectionsIntroducing Roblox Kids and Roblox Select AccountsRoblox Safety CenterAbout Roblox
Roblox is an immersive gaming and creation platform that offers people millions of ways to be together, inviting its community to explore, create, and share endless unique games. Roblox’s vision is to reimagine the way people come together—in a world that’s safe, civil, and optimistic. To achieve this vision, Roblox is building an innovative company that, together with the community, has the ability to strengthen the social fabric and support economic growth for people around the world. For more about Roblox, please visit corp.Roblox.com.
*The exact ages, games, and features associated with these accounts will vary by region. Ages are based on age checks; parents can correct a child’s age if necessary.
Roblox Corporation (NYSE: RBLX) today announced the global rollout of Roblox Kids and Roblox Select accounts, new age-based experiences for users under 16, with protections designed to evolve as children grow.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260616748440/en/
Roblox Kids, Roblox Select, and Roblox Accounts
Following a limited market rollout last month in Australia, Indonesia, the Netherlands, and New Zealand, Roblox Kids and Roblox Select accounts are now available globally. The accounts are designed to align game access, chat features, and parental controls with a user’s age, while giving parents more visibility and flexibility over their child’s experience on Roblox.
Users are automatically placed into the applicable account experience based on Roblox’s age-check systems. The rollout brings together age checks, age-based account settings, content ratings, ongoing moderation, and expanded parental controls into a single framework designed to support younger users as they grow. At launch, age-checked users under 16 will retain access to the vast majority of their favorite games, while the experience for age-checked users 16 and older remains unchanged.
“Children’s needs change significantly as they grow, and online experiences should adapt alongside them,” said Matt Kaufman, Chief Safety Officer at Roblox. “With Roblox Kids and Roblox Select, we’re creating age-based protections designed to support younger users at different stages, while giving parents tools to personalize the experience for their family.”
Roblox Kids and Roblox Select Accounts
Roblox Kids Accounts (Ages 5–8)* include the platform’s strongest default protections. Users can access a catalog of games with Minimal or Mild content maturity labels that have passed Roblox’s continual selection process. Chat is turned off by default.Roblox Select Accounts (Ages 9–15) provide access to games rated up to Moderate that have passed Roblox’s continual selection process. Chat settings vary by age and region, and additional safeguards remain in place for users under 16.For both account types, Roblox applies additional review standards to games made available to younger users, including developer verification, real-time evaluation, and enhanced content review. By default, Roblox Kids and Roblox Select catalogs exclude games featuring sensitive issues, social hangouts, and free-form drawing features.
Roblox’s age-based account system automatically progresses users into new account experiences as they age: Users move from Roblox Kids to Roblox Select at age 9, and users move from Roblox Select to standard Roblox accounts at age 16.
Expanding Parental Controls
Roblox is also expanding parental controls. Parents who link their account to their child’s already have access to parental controls that provide visibility into gameplay activity and friend lists, as well as tools to manage content ratings, communication settings, screen time, and spending limits.
With this rollout, Roblox is extending certain controls until their child turns 16—including granular game blocking and direct chat management—and introducing a new game approval feature that allows parents to grant access to specific games outside their child’s default account settings.
As Leonardo S., a Brazilian-based father and member of Roblox’s Global Parent Council, said, “These new accounts provide more peace of mind by pairing built-in safeguards with tools that help parents stay connected to their child’s experience. This combination makes it much easier as parents to stay engaged and guide their children’s digital journey as they grow.”
Age-Appropriate Experiences
The rollout builds on Roblox’s broader effort to create age-appropriate experiences for younger users, including becoming the first major online gaming platform to require facial age checks to access chat features. Once rollout is completed, users who have not completed an age check will not be able to access standard Roblox accounts or use Roblox chat features, regardless of their age.
Roblox also continues to apply protections that are designed to prevent the sharing of links, images, and videos in chat. While social media links have never been allowed in chat, later this month, Roblox is no longer allowing users younger than 16 to share or view them on user profiles, game detail pages, Community pages, or the Creator Hub.
Later this year, Roblox will also begin transitioning to the International Age Rating Coalition (IARC) framework, the globally recognized standard method for assigning content ratings for digital games and apps.
Together, these updates are part of Roblox’s ongoing work to deliver age-based protections that evolve as users grow, provide parents with greater transparency and control, and support safe, positive online experiences.
Resources
Age-Based Roblox Kids and Select Accounts Now Globally AvailableWhat Families Need to Know About Roblox’s New Age-Based ProtectionsIntroducing Roblox Kids and Roblox Select AccountsRoblox Safety CenterAbout Roblox
Roblox is an immersive gaming and creation platform that offers people millions of ways to be together, inviting its community to explore, create, and share endless unique games. Roblox’s vision is to reimagine the way people come together—in a world that’s safe, civil, and optimistic. To achieve this vision, Roblox is building an innovative company that, together with the community, has the ability to strengthen the social fabric and support economic growth for people around the world. For more about Roblox, please visit corp.Roblox.com.
*The exact ages, games, and features associated with these accounts will vary by region. Ages are based on age checks; parents can correct a child’s age if necessary.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260616748440/en/
, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Roblox Corporation (NYSE: RBLX).
Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts to engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter. Following this news, the price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
DEADLINE: August 7, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/roblox-corporation-loss-submission-form-2/?id=188286&from=4
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of RBLX during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 7, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
LOS ANGELES, June 16, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation (“Roblox” or “the Company”) (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 7, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Roblox assured investors that it could minimize risks associated with age verification and accurately forecast its business performance. The Company claimed to be “enormously bullish” and able to rely on “tremendous organic growth.” The Company relied on viral events to supply growth while misleading shareholders about how age verification would impact platform engagement and the public’s view of its products. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Roblox, investors suffered damages.
Join the case to recover your losses.
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
New York, New York--(Newsfile Corp. - June 16, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Roblox 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/RBLX, 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 Roblox you have until August 7, 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 Roblox 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 Roblox 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.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300886
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 7, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Roblox securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the rollout of the Company’s age-verification process.
On this news, Roblox’s stock price fell more than 18%, damaging investors.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users ("DAUs") tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company's market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the "gold standard" intended to be implemented with "no friction." The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox's Q4 2025 earnings call, CEO David Baszucki responded to an analyst's question about additional detail about the age-check rollout, assuring investors that "[w]e're very excited and proud of the way our age verification rollout has gone" and "we found so many other opportunities for optimization that I'm very pleased and happy about the way the rollout has gone."
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company's growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), of the important August 7, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox’s organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - June 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"), of the important August 7, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301721
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
FIS Trade & Distribution Manager is the first dedicated secondary loan trading platform that automates the full trade lifecycle. The platform is part of the FIS Commercial Lending Suite™, which now spans six integrated solutions covering every stage of the commercial loan lifecycle: origination, credit assessment, servicing, syndication, amendment, and trading. JACKSONVILLE, Fla.--(BUSINESS WIRE)--The secondary loan market processes trillions of dollars in annual volume, yet most institutions still manage trade workflows through manual processes and systems designed for other asset classes, creating settlement risk, audit exposure, and compounding operational drag. To address this, global financial technology leader FIS® has today announced the launch of FIS Trade & Distribution Manager, a purpose-built secondary loan trading platform that automates the full trade lifecycle. The solution forms part of the FIS Commercial Lending Suite™, and connects every stage of the commercial loan lifecycle in a single ecosystem.
"Commercial loan trading has operated on workarounds for too long," said Steve Sabin, Head of Lending at FIS. "Banks that want to scale in the secondary market shouldn't have to bridge their trading desks and servicing teams through manual processes. This platform removes that friction and for the first time, gives institutions the infrastructure to enter or grow in the secondary market without rebuilding their operations to accommodate it.”
FIS Trade & Distribution Manager automates the full secondary loan trade lifecycle including trade capture, settlement, participant allocation and position reconciliation. It provides real-time trade status visibility, integrates with FIS Commercial Loan Servicing, eliminating the data handoff that has historically created operational drag between front-office and back-office teams. Structured, auditable workflows replace informal processes, and real-time pricing and electronic trade execution are available through integrations with FIS SyndTrak™, FIS LendAmend™, and multiple external partners, with the platform bringing trading desks and servicing operations together in a way the market has never had before.
The solution forms part of the FIS Commercial Lending Suite™, an end-to-end platform that now spans six integrated solutions: FIS Commercial Loan Origination, FIS Credit Assessment, FIS Commercial Loan Servicing, FIS SyndTrak™, FIS LendAmend™, and FIS Trade & Distribution Manager. Institutions managing commercial lending on the suite gain a single platform across the full loan lifecycle, without the reconciliation overhead that multi-vendor approaches typically carry.
About FIS
FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.
More News From Fidelity National Information Services
Snap stock is trading flat. What’s ahead for SNAP stock? The AWE KeynoteWhat We Know About SpecsThe Bigger PictureThe RiskAt $2,500, Specs will be a premium product targeting early adopters rather than the mass market. The AR glasses space is getting crowded — Meta, Apple, Google, and Samsung are all working on competing products. And Snap’s financial position adds urgency: the company needs Specs to succeed to justify its current valuation and arrest the decline in its core advertising business.
Snap Shares Trade FlatSNAP Price Action: At the time of publication, Snap shares were flat at $5.71, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Snap CEO Evan Spiegel is betting consumers are so tired of looking at smartphone screens that they'll be willing to pay over $2,000 for augmented reality glasses that bring digital visuals into a user's field of vision.
"Almost 20 years since the launch of the iPhone, people are ready to think about computing differently," Spiegel said in an interview with CNBC.
On Tuesday, the Snap co-founder debuted Specs, his company's first AR device geared toward the broader public instead of developers. At $2,195 with a $200 refundable deposit, Specs are more than 15 times the price of Snap's $130 camera-only Spectacles that debuted in 2016 and never became a hit.
"Specs really represents a way to use computing together in shared experiences in the real world, looking up through see-through lenses rather than at an opaque screen," Spiegel said. The device is expected to ship later this year in the U.S., U.K. and France.
It's a nascent market but one already featuring more well-capitalized competitors. Meta's Reality Labs has found some success with its Ray-Ban Meta glasses in partnership with EssilorLuxottica, after the company struggled to find a mass audience for its Quest-branded virtual reality headsets. And in May, Google showed off its upcoming AI-powered glasses, being developed with Samsung and eyewear makers Warby Parker and Gentle Monster, with an emphasis on audio.
Spiegel dismissed audio-only smart glasses, characterizing them as "very lightweight glasses that really don't do much."
"They're kind of like a phone accessory or an open-ear headphone," Spiegel said.
watch now
But Meta and Google have built dominant digital ad businesses that generate enough cash to allow the companies to experiment with costly hardware efforts. Snap, by contrast, has struggled to impress Wall Street, losing money every year that it's been a public company.
In January, Snap created a subsidiary dubbed Specs Inc. to house the development of its AR glasses.
"We've been really clear with investors since we founded the company that we're going to manage the business for the long term and really in service of our community and our customers," Spiegel said. "I think this is an important step for investors in the sense that they'll see a lot of progress that they haven't yet seen before, but it really is just another step."
Snap shares were down around 4% in midday-trading after the company announced the Specs.
Much of Spiegel's confidence rests on his view that there's life after smartphones.
More people are "actually questioning their relationships with screens," Spiegel said, citing factors like the "neck pain they got from staring down into a small phone screen" or the feeling that they're missing out on everyday moments.
The early days of smart glasses have shown promise while VR remained a niche category. Apple's Vision Pro, which starts at $3,500, hasn't become the iPhone makers' next killer product despite hefty investment and a big marketing push, and Meta has downsized its VR ambitions this year, converting its Horizon Worlds VR platform into a Roblox-like mobile app.
Spiegel said "there's certainly a lot of developers who are coming from the VR space or looking for more opportunity in augmented reality."
Compared to what's on the market, Spiegel called Specs the most capable, most aware and most accessible spatial computer that's available today."
But with rising inflation eating away at consumer confidence, high-priced electronics could be a tough sell at the moment.
"This is like the worst time for any company to be launching any kind of premium product," said Jitesh Ubrani, a research manager for IDC. For Snap, he added, "there's also the fact that their core audience has always skewed young, and typically that audience can't afford to spend a lot."
The new Specs AR glasses are lighter and contain a larger display than the previous developer-focused version of Spectacles. They offer nearly four hours of battery life and Bluetooth connectivity. Developers will also be able to create AI agent-like experiences for the device using a preview feature that integrates with Anthropic's Claude Code, OpenAI's Codex and Cursor's coding tools.
Regarding potential child-safety concerns with Specs, Spiegel said the company plans to release later this year parenting "tools to make it easier to share the Specs with your teenager with a more limited set of Lenses," which are AR effects, as well as certain features "on the operating system side."
Spiegel, a father of four boys, said he's been testing Specs at home with his family.
"Rather than having kids staring down at a single player on a little screen, you can run around and play laser tag, you can learn about dinosaurs, you can build Legos," Spiegel said. "It's really, really fun to be able to play with see-through computing, because it's something that you can share."
WATCH: Watch CNBC's full interview with Snap CEO Evan Spiegel.
Item 1 of 3 Snapchat logo is seen in this illustration taken July 28, 2022. REUTERS/Dado Ruvic/Illustration
[1/3]Snapchat logo is seen in this illustration taken July 28, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
SummaryCompaniesSpecs expected to ship this fall in the US, UK and FranceSnap shares fall 1.6%, analyst says high price may affect salesRising memory-chip costs impacted Specs pricing, Spiegel saysJune 16 (Reuters) - Snap on Tuesday launched its first augmented-reality glasses for consumers at a hefty price of $2,195, pitching the device as the future of how people interact with technology in the AI age.
Unveiled at the Augmented World Expo in Long Beach, California, Specs mark a major bet by the social media minnow (SNAP.N), opens new tab in a device category that even Apple has struggled to turn into a hit with its Vision Pro headset.
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The launch comes at a critical moment for Snap, whose ad business is under pressure from larger rivals. An activist investor has also demanded it spin off or shut down the cash-burning Specs unit after more than $3.5 billion in investment.
Growing concerns about smartphones' impact on mental health and advancements in AI have spawned a wave of products that aim to dethrone phones as the central gadget in daily life.
Among the more successful are Meta's Ray-Ban smartglasses, whose top model has only a small display for text and navigation prompts and lacks full augmented reality — technology that overlays digital content onto a user's real-world view.
To outshine rivals, Snap has made Specs far lighter than the Vision Pro and more capable than Meta's glasses, which have been developed with EssilorLuxottica (ESLX.PA), opens new tab and weigh roughly half as much as Specs.
Initially available in black, Specs resemble a pair of chunky retro sunglasses with thick frames and need no external battery pack or accessories, such as a puck for hand gesture control.
Through their AR lenses, they can overlay digital content onto the wearer's view of the real world, projecting walking directions on streets, fetching AI-powered answers mid-task or letting them stream content and open a virtual whiteboard.
Developers have built AR experiences ranging from an immersive Apollo 11 recreation to PuttView golf guidance, and Specs also have other smartglass features such as capturing video.
"We wanted to build a totally new type of computer," Snap CEO Evan Spiegel told Reuters.
He said the company developed new technology across nearly every component, from a custom display and lens layer delivering a wide field of view to software optimized for low-power chips that extends battery life without adding bulk.
Specs offer the capability of some "more expensive headsets with the wearability of smart glasses at a more accessible price point," Spiegel said.
The glasses are far cheaper than the $3,499 Vision Pro but pricier than Meta's $379-to-$799 range, which may limit consumer adoption.
"The price point is still a bit on the high end of what consumers expect from AR glasses," said Anshel Sag, principal analyst at Moor Insights & Strategy.
But he said "building full AR glasses is extremely difficult and expensive, and for Snap to be among the first is a big deal," noting that Specs' operating system is "undervalued" and key to the product.
Shares of Snap fell 1.6% in afternoon trading.
MEMORY CHIP CRUNCH IMPACT, FOCUS ON DEVELOPERSSpiegel said the memory chip cost surge "has been quite impactful" and Snap wants to offer cheaper versions in the future, though it has not disclosed how much memory Specs carry.
Powered by two Qualcomm Snapdragon processors, Specs offer up to four hours of battery life and come with a charging case that provides four additional charges. They are expected to ship this fall in the U.S., UK and France, with wider availability tied to pre-order demand.
Snap is initially focusing on developers key to building AR experiences. It said "hundreds of thousands" already use its Lens Studio and it is rolling out app-building tools through Claude Code, Codex and Cursor, among other features.
That could prove crucial as competition intensifies.
Google partnered with Warby Parker late last year to launch AI-powered smartglasses, while Apple is developing a pair that could arrive as soon as next year, according to Bloomberg News.
OpenAI, which acquired former Apple designer Jony Ive's startup, has also considered building glasses, the Information has reported.
Reporting by Jaspreet Singh and Aditya Soni in Bengaluru; Editing by Pooja Desai
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Jaspreet Singh joined Reuters as a technology reporter in April 2023. He covers a raft of developments including deals, layoffs, management changes, quarterly earnings and the latest in the world of AI. He is interested in stories that bring to light any corporate misconduct, abuse of power and innovation. Jaspreet graduated from Panjab University with a degree in Journalism. If you have any sensitive information or a tip to share, contact him for an off-the-record introduction chat. He will explain what it means to speak with a reporter on background.
Item 1 of 2 Evan Spiegel co-founder and CEO of Snap Inc., attends the Milken Institute Global Conference 2025 in Beverly Hills, California, U.S., May 7, 2025. REUTERS/Mike Blake
[1/2]Evan Spiegel co-founder and CEO of Snap Inc., attends the Milken Institute Global Conference 2025 in Beverly Hills, California, U.S., May 7, 2025. REUTERS/Mike Blake Purchase Licensing Rights, opens new tab
CompaniesJune 16 (Reuters) - Snap (SNAP.N), opens new tab CEO Evan Spiegel told Reuters the company's new Specs augmented-reality glasses are part of its long-term strategy, pushing back on activist investor demands to shut down or spin off the cash-burning unit behind the device.
The Snapchat parent launched the device, its first consumer AR glasses, on Tuesday at a price of $2,195 and pitched them as the future of how people interact with technology in the AI age.
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The launch comes months after Irenic Capital Management pushed Snap to consider options for Specs as part of a series of changes that the activist investor said could boost the social media company's worth by at least five times.
Irenic has argued Specs should be funded on its own, noting Snap has already spent more than $3.5 billion on the unit.
"While investors may want more short-term profitability, our job at Snap is to drive long-term profitability and the long-term success of the company," Spiegel said in an interview.
"One of the things we've always been clear about as we've built Snap... was that we were committed to our long-term vision. And that includes staying independent rather than selling the company," he said.
Spiegel said the company is expected to share "more later this year in terms of how we're thinking about partnerships over a longer period of time."
The company carved out the unit as a standalone subsidiary in January, a structure that could let it raise outside funding.
Reporting by Jaspreet Singh and Aditya Soni in Bengaluru; Editing by Pooja Desai
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jaspreet Singh joined Reuters as a technology reporter in April 2023. He covers a raft of developments including deals, layoffs, management changes, quarterly earnings and the latest in the world of AI. He is interested in stories that bring to light any corporate misconduct, abuse of power and innovation. Jaspreet graduated from Panjab University with a degree in Journalism. If you have any sensitive information or a tip to share, contact him for an off-the-record introduction chat. He will explain what it means to speak with a reporter on background.
Snap Inc. (NYSE: SNAP) today unveiled SPECS, a wearable computer built into see-through augmented reality glasses. SPECS are available for pre-order today at SPECS.COM for $2,195 with a $200 refundable deposit, and are expected to ship this fall in the United States, United Kingdom, and France.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260612154498/en/
Kaia Gerber for SPECS, by Steven Meisel
“SPECS are the beginning of a new era in computing,” said Evan Spiegel, co-founder and CEO of Snap Inc. “For decades, computers have asked us to look down, sit still, or step out of the moment. SPECS bring computing into the world around us where we live, work, learn, create, and connect.”
For more than a decade, Snap has invested across the full augmented reality stack including developer tools, a proprietary operating system, displays, optics, and computer vision, filing more than 7,000 patents to create technology that makes computing more human. With SPECS, that long-term vision moves from phones to glasses.
“The smartphone put our lives in our pockets,” Spiegel said. “SPECS put computing into the world, where life actually happens.”
Today’s devices force a tradeoff between capability and wearability. AI glasses are wearable, but limited in what they can do. Headsets are powerful, but can be uncomfortable to wear and shut people out of the world. SPECS represent a new category: more capable than AI glasses, more wearable than headsets, and fully standalone, with no puck or tether.
SPECS are built to be wearable for everyday life and capable of rich spatial computing. Crafted from high-performance Swiss TR90 polymer, SPECS are available in two sizes, with the 47 mm model weighing just 132 grams and the 52 mm model weighing 136 grams. Removable inserts support a wide range of prescriptions.
The glasses feature Snap’s proprietary liquid crystal on silicon display, with a 51-degree field of view and 16 million colors for sharper contrast and richer, smoother visuals. The field of view is equivalent to a 24-inch desktop display for work or up to a 115-inch home cinema screen placed about 10 feet away.
Snap redesigned the waveguide to deliver a clearer, more seamless view of the world with minimal distortion. Our new waveguide uses billions of invisibly small nanostructures, so small that more than 10,000 can fit on the tip of a single hair. Electrochromic lenses, inspired by the same advanced technology found in Boeing 787 Dreamliner windows, shift from clear to tinted in 10 seconds.
“SPECS are not designed to replace the world,” Spiegel said. “They’re designed to bring computing into it.”
Powered by two Snapdragon processors, one for computer vision and one dedicated to running Lenses, SPECS enable high-speed hand tracking, lower latency, and more natural interactions. Verified by advanced robotic measurement systems, SPECS deliver 7-millisecond motion-to-photon latency, helping digital content feel anchored in the real world.
SPECS make augmented reality useful every day by bringing real-world tools, a large private display, and shared immersive experiences into the world around you. Directions, spatial measurements, and contextual AI assistance appear exactly when people need them. A large, private display makes it possible to stream content, cast a screen, open a whiteboard, or turn almost any place into a workspace. And hundreds of developer-built Lenses unlock shared experiences that screens cannot, from reading the green, to overlaying interactive lessons onto your drum set with Drum Kit, to education tools like Vector Fields that make invisible forces visible.
SPECS offer up to 4 hours of mixed-use battery life, including audio and video playback, Lenses, AI assistance, Bluetooth notifications, and more. The included charging case provides four additional charges on the go, delivering up to 20 total hours of mixed use.
“SPECS are the most capable and most wearable AR glasses ever built,” Spiegel said.
Snap also announced new tools for the SPECS developer ecosystem. Over the past year and a half, Snap has shipped 10 Snap OS updates with more than 40 new features and APIs, and developers have already published hundreds of Lenses for SPECS.
The company introduced agentic development for building SPECS Lenses in Lens Studio, designed to help developers explore ideas, prototype, test, debug, optimize, publish, and improve Lenses after launch. The developer preview is rolling out in Claude Code, Codex, and Cursor. Snap also announced the SPECS Spatial Benchmark to evaluate how AI models perform across real-world spatial tasks, the Migration Agent to help teams port existing projects to SPECS, and the Native Development Kit, enabling developers to bring their own code and libraries into Lens Studio.
“With SPECS, AI is not intelligence trapped in a chat box,” Spiegel said. “It is intelligence that can see what you see, understand what you’re trying to do, and help you in the moment.”
As SPECS bring computing into a more personal form factor, Snap emphasized its privacy-first approach. SPECS ask clearly before accessing sensitive information, include an LED light that glows when recording, prioritize on-device data processing, and give people control over what gets stored, synced, shared, or deleted.
“SPECS only work if people trust them,” Spiegel said. “Privacy has to be built in from the very beginning.”
Snap also unveiled a global SPECS campaign shot by legendary photographer Steven Meisel and featuring a group of creative visionaries, including Jimmy Butler, Imogen Heap, Hoyeon, Jack Harlow, and Kaia Gerber. Each Visionary has been working with Snap to imagine new SPECS experiences that will debut this fall.
“Together, we will create something truly special,” Spiegel said. “A future where computing empowers us, brings us closer together, and reconnects us with the world around us.”
About Snap Inc.
Snap Inc. is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn about the world, and have fun together.
The Company operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-owned subsidiary dedicated to making computing more human, in addition to Bitmoji, Saturn, and other digital services.
For more information, visit snap.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260612154498/en/
SPECS bring AI assistance, work tools, entertainment, and shared experiences into the world around you, so people can create, connect, learn, and get things done in the moment.
LOS ANGELES--(BUSINESS WIRE)--Snap Inc. (NYSE: SNAP) today unveiled SPECS, a wearable computer built into see-through augmented reality glasses. SPECS are available for pre-order today at SPECS.COM for $2,195 with a $200 refundable deposit, and are expected to ship this fall in the United States, United Kingdom, and France.
“SPECS are the beginning of a new era in computing,” said Evan Spiegel, co-founder and CEO of Snap Inc. “For decades, computers have asked us to look down, sit still, or step out of the moment. SPECS bring computing into the world around us where we live, work, learn, create, and connect.”
For more than a decade, Snap has invested across the full augmented reality stack including developer tools, a proprietary operating system, displays, optics, and computer vision, filing more than 7,000 patents to create technology that makes computing more human. With SPECS, that long-term vision moves from phones to glasses.
“The smartphone put our lives in our pockets,” Spiegel said. “SPECS put computing into the world, where life actually happens.”
Today’s devices force a tradeoff between capability and wearability. AI glasses are wearable, but limited in what they can do. Headsets are powerful, but can be uncomfortable to wear and shut people out of the world. SPECS represent a new category: more capable than AI glasses, more wearable than headsets, and fully standalone, with no puck or tether.
SPECS are built to be wearable for everyday life and capable of rich spatial computing. Crafted from high-performance Swiss TR90 polymer, SPECS are available in two sizes, with the 47 mm model weighing just 132 grams and the 52 mm model weighing 136 grams. Removable inserts support a wide range of prescriptions.
The glasses feature Snap’s proprietary liquid crystal on silicon display, with a 51-degree field of view and 16 million colors for sharper contrast and richer, smoother visuals. The field of view is equivalent to a 24-inch desktop display for work or up to a 115-inch home cinema screen placed about 10 feet away.
Snap redesigned the waveguide to deliver a clearer, more seamless view of the world with minimal distortion. Our new waveguide uses billions of invisibly small nanostructures, so small that more than 10,000 can fit on the tip of a single hair. Electrochromic lenses, inspired by the same advanced technology found in Boeing 787 Dreamliner windows, shift from clear to tinted in 10 seconds.
“SPECS are not designed to replace the world,” Spiegel said. “They’re designed to bring computing into it.”
Powered by two Snapdragon processors, one for computer vision and one dedicated to running Lenses, SPECS enable high-speed hand tracking, lower latency, and more natural interactions. Verified by advanced robotic measurement systems, SPECS deliver 7-millisecond motion-to-photon latency, helping digital content feel anchored in the real world.
SPECS make augmented reality useful every day by bringing real-world tools, a large private display, and shared immersive experiences into the world around you. Directions, spatial measurements, and contextual AI assistance appear exactly when people need them. A large, private display makes it possible to stream content, cast a screen, open a whiteboard, or turn almost any place into a workspace. And hundreds of developer-built Lenses unlock shared experiences that screens cannot, from reading the green, to overlaying interactive lessons onto your drum set with Drum Kit, to education tools like Vector Fields that make invisible forces visible.
SPECS offer up to 4 hours of mixed-use battery life, including audio and video playback, Lenses, AI assistance, Bluetooth notifications, and more. The included charging case provides four additional charges on the go, delivering up to 20 total hours of mixed use.
“SPECS are the most capable and most wearable AR glasses ever built,” Spiegel said.
Snap also announced new tools for the SPECS developer ecosystem. Over the past year and a half, Snap has shipped 10 Snap OS updates with more than 40 new features and APIs, and developers have already published hundreds of Lenses for SPECS.
The company introduced agentic development for building SPECS Lenses in Lens Studio, designed to help developers explore ideas, prototype, test, debug, optimize, publish, and improve Lenses after launch. The developer preview is rolling out in Claude Code, Codex, and Cursor. Snap also announced the SPECS Spatial Benchmark to evaluate how AI models perform across real-world spatial tasks, the Migration Agent to help teams port existing projects to SPECS, and the Native Development Kit, enabling developers to bring their own code and libraries into Lens Studio.
“With SPECS, AI is not intelligence trapped in a chat box,” Spiegel said. “It is intelligence that can see what you see, understand what you’re trying to do, and help you in the moment.”
As SPECS bring computing into a more personal form factor, Snap emphasized its privacy-first approach. SPECS ask clearly before accessing sensitive information, include an LED light that glows when recording, prioritize on-device data processing, and give people control over what gets stored, synced, shared, or deleted.
“SPECS only work if people trust them,” Spiegel said. “Privacy has to be built in from the very beginning.”
Snap also unveiled a global SPECS campaign shot by legendary photographer Steven Meisel and featuring a group of creative visionaries, including Jimmy Butler, Imogen Heap, Hoyeon, Jack Harlow, and Kaia Gerber. Each Visionary has been working with Snap to imagine new SPECS experiences that will debut this fall.
“Together, we will create something truly special,” Spiegel said. “A future where computing empowers us, brings us closer together, and reconnects us with the world around us.”
About Snap Inc.
Snap Inc. is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn about the world, and have fun together.
The Company operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-owned subsidiary dedicated to making computing more human, in addition to Bitmoji, Saturn, and other digital services.
Snap Inc. unveiled the company’s new “Specs” augmented-reality glasses on Tuesday with an eye-watering $2,195 price tag – and CEO Evan Spiegel is touting the devices as a potential replacement for smartphones.
The thick-framed black glasses were unveiled in a splashy celebrity marketing campaign that featured model Kaia Gerber, NBA star Jimmy Butler and rapper Jack Harlow.
Featuring about four hours of battery life, Specs will be capable running apps through an overlay that will blend seamlessly as the user goes about their daily life, according to Snap.
Model Kaia Gerber poses wearing Snap’s Specs. Steven Meisel / Snap Specs are “the beginning of a new era in computing,” Spiegel boasted.
“The smartphone put our lives in our pockets,” he said. “Specs put computing into the world, where life actually happens.”
Specs were made available for pre-order and are expected to ship to customers in the US, United Kingdom and France this fall. The $2,195 price include a $200 refundable deposit.
“Imagine walking through a city and seeing directions exactly where you need them, measuring a space without pulling out a tape measure, or getting help from AI while you’re working on a project instead of stopping to search for an answer. That’s what makes augmented reality different,” Snap says on the product’s website.
Snap shares were down more than 4% in Tuesday trading – a potential sign that Wall Street was skeptical about the announcement.
Snap is pushing into an increasingly crowded marketplace for AI wearables – and consumers have been slow to embrace the technology. Apple’s Vision Pro augmented-reality headset, which costs over $3,000, has yet to become a major sales driver for the tech giant.
Rapper Jack Harlow also participated in the launch campaign. Steven Meisel / Snap Meta, Snap’s main rival in the social media sector, sells its own smart glasses in collaboration with Ray-Ban but hasn’t yet launched augmented-reality rims. OpenAI is also developing some kind of AI-powered wearable device, though it’s unclear what form it will take.
Snap’s previous foray into smart glasses, the $130 Spectacles, were released in 2016 and never became a big hit with customers.
However, the company argues that Specs, which wre developed with a proprietary operating system and more than 7,000 patents, offer much more functionality to the public than other devices developed by rivals. Specs will be available in two sizes.
Specs will ship this fall. Snap “Today’s devices force a tradeoff between capability and wearability,” the company said in a press release.
“AI glasses are wearable, but limited in what they can do. Headsets are powerful, but can be uncomfortable to wear and shut people out of the world. Specs represent a new category: more capable than AI glasses, more wearable than headsets, and fully standalone, with no puck or tether.”
The glasses were unveiled at a precarious time for Snap, the stock of which has plummeted more than 30% since the start of the year and is now trading at under $6 per share.
Evan Spiegel is pushing Specs as a potential alternative to the smartphone. Getty Images for Snap In April, the company slashed about 1,000 jobs, or 16% of its overall workforce, and closed another 300 open roles. Spiegel said the belt-tightening effort was part of Snap’s effort to rely more heavily on AI tools to boost efficiency — the latest tech company to make that claim.
“While these changes are necessary to realize Snap’s long-term potential, we believe that rapid advancements in artificial intelligence enable our teams to reduce repetitive work, increase velocity, and better support our community, partners, and advertisers,” Spiegel said in a memo at the time.
Snap (SNAP 9.63%), a social-focused technology platform, closed Tuesday at $5.16, down 9.72%. The stock dropped during the regular session as investors reacted to the launch of $2,195 SPECS augmented reality glasses and CEO Evan Spiegel’s defense of heavy AR spending against activist pressure. Investors are also watching whether consumer demand will justify the investment. Trading volume reached 92.2 million shares, about 84% above its three-month average of 50.2 million shares. Snap IPO'd in 2017 and has fallen 79% since going public.
How the markets moved todayThe S&P 500 fell 0.55% to finish Tuesday’s session at 7,513, while the Nasdaq Composite declined 1.15% to close at 26,376. Within the internet content & information space, industry peers moved mixed as Meta Platforms closed at $600.21, up 1.13%, while Pinterest ended at $21.18, down 0.68%, highlighting divergent sentiment across social-media platforms.
What this means for investorsAugmented reality glasses continue to be one of the most hotly debated tech products. Will they, or won’t they, become a staple of our lives in the future? However, most market participants today decided that, whatever the outcome of augmented reality glasses becomes, Snap’s SPECS cost way too much, which prompted its shares to sell off today.
Priced at $2,195, SPECS cost roughly three times as much as Meta’s Ray Ban smart glasses and were called “heavier-looking” than traditional Ray Ban and Oakley glasses by market commentators. I support businesses trying new things, but a company going head-to-head with Meta and Alphabet (while still not at breakeven profitability due to massive stock-based compensation) isn’t something I’m interested in.
Down 79% since its IPO in 2017, Snap may be a classic example of an incredible product that just isn’t a great stock, at least yet.
Josh Kohn-Lindquist has positions in Alphabet and Pinterest. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Pinterest. The Motley Fool has a disclosure policy.
Snap finally unveiled its Specs AR glasses, and the $2,195 price tag is raising eyebrows By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Snap unveiled its Specs AR glasses with EyeConnect at a Long Beach conference. Joe Scarnici/Getty Images for Snap After more than a decade of work, Snap on Tuesday unveiled Specs, a new pair of augmented reality glasses with a price tag more commonly seen on a gaming PC or high-end TV: $2,195.
The launch marks Snap's biggest bet yet on a future where computing moves from smartphones to eyewear, a sentiment frequently shared by Mark Zuckerberg, who made the prediction that smart glasses will become the next major computing platform, much as smartphones displaced PCs as the primary way people access digital services.
Still, Specs cost far more than Meta's Ray-Ban smart glasses, which start around $350, though they're cheaper than Apple's $3,500 Vision Pro headset.
The usual AR features are expected: wearers will be able to record first-person footage, browse the web, and play games, along with a feature called "EyeConnect," which lets two wearers launch shared experiences simply by making eye contact.
Still, that might not be enough of a differentiator given the massive price tag.
"Snap Specs for $2,195 is an instant nope for 99% people," said Ray Wong, senior editor of Gizmodo, on X.
Raj Nijjer, the CMO of Symmetry Software, called the Specs "out of touch," while Riley Brown, a tech educator and startup founder, posted on X that the Specs would be "dead on arrival."
Each pair of Specs also weighs around 132 grams, nearly twice that of Meta's Ray-Bans, which weigh around 70 grams.
Snap's Specs cost $2,195 and will ship by fall 2026. Phillip Faraone/Getty Images for Snap Specs arrive as Meta has established an early lead with its Ray-Ban partnership, while Google recently unveiled its own AI-powered eyewear plans.
A problem dogging the tech is that no one has cracked the economics. Meta's Reality Labs division, the unit responsible for its VR headsets, AR glasses, and metaverse ambitions, has become one of the most expensive bets in tech. Since 2020, the division has racked up tens of billions of dollars in operating losses, including more than $17 billion in 2024 alone.
Snap has also been facing mounting challenges. The company has spent years trying to turn its AR vision into a sustainable business while navigating a volatile advertising market, slowing user engagement in the US, and a stock price that remains well below its pandemic-era highs.
Earlier this year, Snap spun off a separate company focused on bringing Specs to market. In April, Snap also conducted a round of layoffs as it continued efforts to streamline operations and control costs.
If you're convinced Specs are worth the price tag, preorders open on June 16 with a $200 refundable deposit, and shipping will begin this fall in the US, UK, and France.
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Snap CEO Evan Spiegel reveals new Specs AR smart glasses at the Augmented World Expo in Long Beach, California. Read more about Snap's Specs Smart Glasses on CNET.com Snap's New Specs Are Chunky, Pricey and I Really Need to Try Them https://zdcs.link/a5jJL5 0:00 Introduction & Reveal 1:05 Hardware, Weight & Prescriptions 1:57 Display Tech & Field of View 3:15 Electrochromic Lenses & Transparency 3:52 Processors & 7ms Latency 5:04 Real-World Tools & Translation 5:49 Private Display & Workspace Features 6:44 AR Lenses in Action 7:38 Battery Life & Charging Case 9:22 Privacy & Security Features 9:47 Price, Pre-order & Shipping Info Add CNET as a trusted news source https://www.google.com/preferences/source?q=cnet.com Never miss a deal again!
NXP Semiconductors (NXPI - Free Report) ended the recent trading session at $302.89, demonstrating a -4.11% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.57%. At the same time, the Dow added 0.64%, and the tech-heavy Nasdaq lost 1.15%.
Shares of the chipmaker witnessed a gain of 8.3% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.85%, and the S&P 500's gain of 2.14%.
The investment community will be closely monitoring the performance of NXP Semiconductors in its forthcoming earnings report. The company is scheduled to release its earnings on July 28, 2026. The company is expected to report EPS of $3.52, up 29.41% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $3.47 billion, indicating a 18.48% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $14.77 per share and a revenue of $14.03 billion, signifying shifts of +25.06% and +14.32%, respectively, from the last year.
Any recent changes to analyst estimates for NXP Semiconductors should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Currently, NXP Semiconductors is carrying a Zacks Rank of #2 (Buy).
With respect to valuation, NXP Semiconductors is currently being traded at a Forward P/E ratio of 21.39. This signifies a discount in comparison to the average Forward P/E of 65.57 for its industry.
We can also see that NXPI currently has a PEG ratio of 1.03. 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 Semiconductor - Analog and Mixed industry had an average PEG ratio of 1.16 as trading concluded yesterday.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 5, this industry ranks in the top 3% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
On June 16, 2026, we delve into the DCF analysis for Automatic Data Processing Inc ADP , a company that has experienced notable price fluctuations recently. The stock has seen a year-to-date decline of 11.8% and a significant drop of 25.2% over the past year. Below are key highlights from our analysis:
DCF Earnings-based intrinsic value of $214.16 vs current price of $223.22 (margin of safety: -4.2%) DCF FCF-based intrinsic value of $226.17 vs current price (second opinion: fair valued with 1.3% margin of safety) GF Score™ of 87/100 indicates a high reliability of the DCF inputs What Is ADP Worth? DCF Earnings-Based Model To assess the intrinsic value of ADP, we utilized a two-stage DCF model. The first stage considers a high growth phase, while the second stage reflects a more stable growth rate. Below is a summary of the key assumptions used in our DCF analysis:
Parameter Value Current EPS (TTM, excl. non-recurring) $10.74 10-Year Growth Rate 13.3% 10-Year Treasury Rate 4.44% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the growth phase (Years 1-10), we project that EPS will grow at a rate of 13.3% per year, discounted at 11%. The calculated value for this growth stage is $120.41 per share. In the terminal phase (Years 11-20), we assume a slowdown to a 4% growth rate, also discounted at 11%, yielding a terminal stage value of $93.75 per share. The summary of our calculations is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 13.3%, discounted at 11% $120.41 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $93.75 Intrinsic Value Growth + Terminal $214.16 With the current price at $223.22, the intrinsic value of $214.16 indicates that ADP is fairly valued, with a margin of safety of -4.2%. It is important to note that GuruFocus utilizes EPS excluding non-recurring items, as research shows that stock prices correlate more closely with earnings than with free cash flow. For further details, visit the ADP DCF Calculator.
What Does the Free Cash Flow DCF Say? In addition to the earnings-based DCF model, we also calculated the intrinsic value based on free cash flow (FCF). The FCF-based intrinsic value is estimated at $226.17. This value is slightly higher than the earnings-based intrinsic value of $214.16, suggesting a consensus that ADP is fairly valued with a margin of safety of 1.3% based on the FCF analysis.
How Does GF Value™ Compare to the DCF Models? The GF Value™ of ADP is calculated at $303.35, providing a third perspective on the valuation. GF Value™ is GuruFocus' proprietary measure derived from historical trading multiples, past business growth, and future performance estimates. While the DCF models suggest that ADP is fairly valued, the GF Value™ indicates that the stock may be undervalued based on its historical performance. This divergence in valuation perspectives highlights the importance of considering multiple valuation methods. For more insights, check the GF Value™ page.
What Does ADP'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 been found to generate higher long-term returns based on backtested data from 2006 to 2021. Below is a summary of ADP's GF Score™ metrics:
Metric Rating GF Score™ 87/100 Financial Strength 6/10 Profitability 9/10 Growth 10/10 Valuation 8/10 Momentum 2/10 With a predictability rating of 4/5 stars, the DCF model is considered more reliable for ADP. For additional information, visit the ADP stock page.
Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Stocks with low predictability ratings tend to produce less reliable DCF estimates. Additionally, the terminal growth rate of 4% is a simplifying assumption that may not reflect future market conditions accurately.
What This Means for Investors In synthesizing the three valuation models—DCF earnings, DCF FCF, and GF Value™—we find that ADP is fairly valued based on the DCF analysis, while the GF Value™ suggests potential undervaluation. Overall, investors should consider these insights when evaluating ADP's stock. For the full DCF analysis, visit the ADP 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 ADP's intrinsic value based on DCF?
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].
, /PRNewswire/ -- For the four weeks ending May 30, 2026, U.S. private employers added an average of 25,500 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report (NER).
Employment growth slowed for the fourth week. These numbers are preliminary and could change as new data is added.
ADP Research Week ending
Change
(Four-week moving
average, seasonally
adjusted)
5/30/2026
25,500
5/23/2026
29,000
5/16/2026
30,500
5/9/2026
35,750
5/2/2026
40,750
4/25/2026
33,000
4/18/2026
30,250
4/11/2026
39,250
4/4/2026
40,250
3/28/2026
40,250
3/21/2026
26,000
3/14/2026
15,250
The NER Pulse is an estimate of the week-over-week change in employment based on a four-week moving average. These estimates are based on ADP's finely tuned, high-frequency data. The data is seasonally adjusted and have a two-week lag to allow for more complete and accurate estimates of real-time employment trends.
The NER Pulse, including 12 weeks of historical data, publishes every Tuesday at 8:15 a.m. ET, except weeks when ADP Research publishes the monthly National Employment Report which is built on a reference week that includes the 12th day of the month. The press release is available Tuesdays at 8:15 a.m. ET in the ADP Media Center. The NER Pulse is also available shortly after 8:15 a.m. ET on release days at ADP Research and in Main Street Macro.
The next NER Pulse will be released June 23, 2026. For upcoming release dates please refer to the calendar on the NER website.
The ADP National Employment Report and the NER Pulse are produced by ADP Research in collaboration with the Stanford Digital Economy Lab.
About ADP Research
The mission of ADP Research is to make the future of work more productive through data-driven discovery. Companies, workers, and policy makers rely on our finely tuned data and unique perspective to make informed decisions that impact workplaces around the world.
To subscribe to monthly email alerts or obtain additional information about ADP Research, including employment and pay data, methodology, and a calendar of release dates, please visit https://www.adpresearch.com.
About ADP (NASDAQ: ADP)
ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com.
ADP, the ADP logo, and Always Designing for People, ADP National Employment Report, and ADP Research are registered trademarks of ADP, Inc. All other marks are the property of their respective owners.
If you are building a retirement income portfolio, Automatic Data Processing (NASDAQ:ADP | ADP Price Prediction) is one of the few payroll-fueled cash machines worth a hard look right now. The stock is down 25.24% over the past year, but the dividend engine underneath has only gotten stronger. The question I want to answer: is this payout actually as bulletproof as the 51-year streak suggests?
Dividend at a Glance Metric Value Annual Dividend (run rate) $6.80 Dividend Yield 2.87% Consecutive Years of Increases 51 years Most Recent Increase 10.4% (declared November 2025) Dividend Aristocrat/King Status Aristocrat (approaching King) Payout Ratios Leave Plenty of Headroom ADP earned $10.72 in TTM EPS against a $6.48 trailing dividend, which puts the earnings payout at roughly 60%. On cash, FY2025 operating cash flow of $4.94 billion minus $168.7 million of CapEx leaves about $4.77 billion of free cash flow against roughly $2.59 billion in dividends paid.
Metric TTM Assessment Earnings Payout 60% Healthy FCF Payout 54% Healthy Operating Cash Flow Coverage 1.9x Strong A Balance Sheet Built on Float ADP holds $3.23 billion in cash, equity of $6.35 billion, and a Beta of just 0.845. Most of the headline liabilities are client funds payable, with minimal corporate debt. The real story is the float: $48.3 billion in average client fund balances generated $403.9 million of Q3 interest income, up 14% YoY. FY2026 guidance calls for $1.34 to $1.35 billion of client funds interest revenue at a ~3.4% yield.
51 Years of Raises, Still Accelerating Year Annual Dividend YoY Change 2026 run rate $6.80 +10.4% 2025 $6.16 +10% 2024 $5.60 +12% 2023 $5.00 +20% 2022 $4.16 +12% The five-year quarterly compound growth rate sits near 13%, and the streak has never been broken.
Management Is Loud About the Dividend CFO Peter Hadley told investors on the Q3 FY2026 call: “I would like to emphasize that this elevated buying is in addition to our long-standing commitment to growing our dividend and to the levels of investments that we are making and will continue to make in our business.” Year-to-date buybacks of $1.46 billion on top of the dividend tell me capital return is central to the strategy.
Verdict: This Dividend Is Rock Solid Dividend Safety Rating: Very Safe. A 54% FCF payout, 1.9x cash coverage, a 0.845 Beta, and a growing float-interest tailwind make this one of the cleanest income setups in large-cap tech. I would be comfortable owning ADP for income as long as client retention stays at record levels and pays-per-control growth remains positive. I would get cautious if a recession pushes pays-per-control growth negative and the PEO margin slide deepens beyond 120 basis points. For now, I land on very safe and growing.
Automatic Data Processing drives growth through HCM transformation efforts and acquisitions. Its rising costs and industry competition pose challenges.
A sudden diplomatic breakthrough between the United States and Iran just sent a definitive risk-on signal across global capital markets. The resulting liquidity rotation rapidly pushed spot Bitcoin (BTC) back above $65,000, triggering an aggressive recalibration in digital asset equities. Seizing the momentum, Strategy NASDAQ: MSTR deployed $100 million to acquire an additional 1,587 Bitcoin.
This latest acquisition pushes Strategy's total holdings to a staggering 846,842 Bitcoin. Treating Strategy as just a passive digital vault fundamentally misunderstands the underlying mechanics driving its valuation. Management is actively weaponizing Strategy's equity premium to run a continuous, price-agnostic buying machine. As geopolitical headwinds clear and spot prices rally, incoming accounting adjustments are positioned to transform recent paper losses into a historic net income explosion.
Get Strategy alerts:
Strategy's Earnings Loss Is a MirageTo understand where Strategy is heading, investors must first decode the complex accounting that obscures Strategy's current financial health. At first glance, the trailing 12-month financials look catastrophic. Strategy currently reports a jarring earnings-per-share (EPS) loss of $40.16 and a net income loss of $3.85 billion. For algorithms and passive screeners, a net margin of -2,482% signals an enterprise in severe distress. Looking under the hood reveals a distinct mechanical trap driven by recent regulatory changes, rather than a deterioration of Strategy's core business.
In 2025, Strategy adopted the Financial Accounting Standards Board ASU 2023-08 rules for digital asset reporting. This mandate requires corporations to report crypto holdings at fair market value, directly tying Strategy's corporate income statement to spot market volatility.
During the first quarter of 2026, Bitcoin experienced a sharp drawdown. The new accounting standard requires the immediate recognition of price declines, so those first-quarter drawdowns resulted in a massive GAAP deficit on Strategy's income statement.
These are paper losses. They remain entirely decoupled from the actual cash-flowing legacy software business, which still generates $477.23 million in annual sales and provides a stable operational floor. The accounting math now works in reverse. With spot Bitcoin reclaiming $65,000, upcoming quarterly filings will capture the massive upside price swing. The billions in recognized paper losses will violently reverse into equivalent paper gains, creating an extraordinary surge in net income for Strategy. Uninformed market participants often sell the historical GAAP loss, completely missing the baked-in earnings explosion arriving in Strategy's next reporting cycle.
The Mechanics of Strategy's Bitcoin FlywheelUnderstanding the underlying accounting reveals the baseline, but the real engine of outperformance lies in Strategy's capital structure. The fundamental thesis driving Strategy revolves around what quantitative analysts call the BTC Treasury Loop.
To fund the recent $100 million purchase, management did not dip into software revenues or tap traditional credit lines. Strategy utilized proceeds from a recent $209 million common stock sale. Normally, equity dilution destroys shareholder value by slicing the corporate pie into smaller pieces. Strategy operates under a completely different paradigm because the company trades at a massive premium to its Net Asset Value.
When Strategy issues new shares at a heavy premium to the underlying assets it holds, the capital raised far exceeds the dilutive impact. Management rotates that freshly raised fiat directly into physical Bitcoin. Mathematically, this increases the total amount of Bitcoin held per Strategy share. If the underlying Bitcoin backing a single Strategy share is worth $50 but it trades at $100, selling one new share generates enough cash to buy twice as much Bitcoin. This instantly raises the Net Asset Value of all existing Strategy shares. The core operational metric here is BTC Yield. By continually issuing equity at a premium to buy assets at spot value, Strategy aggressively compounds its BTC Yield over time.
Current Price$122.81High Forecast$570.00Average Forecast$313.93Low Forecast$54.00Strategy Stock Forecast Details
This creates a highly reflexive loop. Strategy has a beta of 3.50 and currently holds a short interest of 11.31%, representing 37.68 million shares sold short against a market capitalization of $45.96 billion. When Bitcoin prices rally, the delta exposure, combined with forced short covering, sends Strategy's stock price surging. The higher Strategy goes, the larger the Net Asset Value premium becomes, allowing the company to issue even more accretive equity and siphon more physical Bitcoin off the open market.
Adding fuel to the fire is Strategy's debt structure. Beyond at-the-market stock offerings, management utilizes zero-coupon and low-interest convertible senior notes to raise capital. This introduces severe upside gamma exposure without the immediate cash-flow drain of traditional high-yield debt.
Wall Street is recognizing the durability of this structure. TD Cowen recently reiterated a Buy rating and a $400 price target, implying a potential 142% upside from current levels. TD Cowen specifically dismantled the bearish death-spiral narrative by noting that Strategy's convertible debt lacks near-term covenants that would trigger forced liquidations.
Trading Strategy's Upcoming CatalystsFor investors, the landscape of digital asset exposure remains highly fragmented. Traditional spot exchange-traded funds charge management fees for unleveraged, one-to-one exposure. Futures-based products suffer from structural yield drag due to the costs of rolling contango contracts.
Strategy functions as an actively managed, zero-fee, hyper-leveraged balance sheet proxy. Strategy is engineered to outperform unleveraged spot markets by a wide margin during bullish phases. When Bitcoin rebounds, the combined force of the Net Asset Value premium loop, the high beta, and the short-squeeze mechanics propel Strategy at a multiple of the underlying asset's return.
The primary risk to Strategy's strategy remains the structural reliance on the equity premium. The entire flywheel requires market participants to willingly absorb new Strategy stock offerings at prices above the underlying asset's value. If broad market sentiment sours and the equity premium collapses to or below Net Asset Value, Strategy's capacity to execute accretive dilution evaporates. Without the ability to sell shares at a premium, Strategy cannot accretively add to its Bitcoin treasury, abruptly halting the accumulation loop.
Investors aiming to capitalize on the current macro liquidity rotation may want to closely monitor Strategy's BTC Yield trajectory and its sustained premium to Net Asset Value. Those with a higher risk tolerance might consider how an impending FASB-driven net income reversal could serve as an unexpected catalyst for Strategy as earnings season approaches.
Should You Invest $1,000 in Strategy Right Now?Before you consider Strategy, you'll want to hear this.
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In the latest close session, Strategy (MSTR - Free Report) was down 6.35% at $122.81. The stock fell short of the S&P 500, which registered a loss of 0.57% for the day. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq decreased by 1.15%.
The business software company's stock has dropped by 21.3% in the past month, falling short of the Finance sector's gain of 4.57% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Strategy in its upcoming earnings disclosure. The company is expected to report EPS of $52.04, up 59.63% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $126.95 million, up 10.88% from the year-ago period.
MSTR's full-year Zacks Consensus Estimates are calling for earnings of $116.7 per share and revenue of $503.9 million. These results would represent year-over-year changes of +866.25% and +5.59%, respectively.
Investors should also note any recent changes to analyst estimates for Strategy. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent 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, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Strategy is currently a Zacks Rank #5 (Strong Sell).
Looking at its valuation, Strategy is holding a Forward P/E ratio of 1.12. Its industry sports an average Forward P/E of 10.93, so one might conclude that Strategy is trading at a discount comparatively.
The Financial - Miscellaneous Services industry is part of the Finance sector. This industry, currently bearing a Zacks Industry Rank of 149, finds itself in the bottom 39% echelons of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Bitmine bezit 4,66% van het totale ETH-aanbod van 120,7 miljoen ETH
Bitmine heeft in slechts 11 maanden 93% van de weg naar de 'Alchemy of 5%' afgelegd
Bitmine opgenomen in de Fortune Crypto 100 voor 2026, een gezaghebbende ranglijst van de meest invloedrijke bedrijven in de blockchainsector
Bitmine heeft de verkoop van 3.500.000 aandelen van 9,50% Series A Perpetual Preferred Stock op 10 juni 2026 voltooid
De Series A Preferred Stock van Bitmine zal vanaf 16 juni 2026 op de NYSE worden verhandeld onder het symbool BMNP
Ethereum blijft profiteren van twee belangrijke drijfveren: enerzijds de tokenisatie door Wall Street op de blockchain en anderzijds de groeiende behoefte van agentische AI-systemen aan publieke en neutrale blockchains
Bitmine heeft 4.718.677 gestakede ETH, wat een waarde vertegenwoordigt van 8,1 miljard dollar bij een koers van 1.718 dollar per ETH
MAVAN (Made-in America VAlidator Network) is een toonaangevend Ethereum-stakingplatform voor BMNR en institutionele beleggers, met een sterke focus op veiligheid, prestaties en veerkracht
Bitmine bezit voor 88 miljoen dollar aan Eightco-aandelen (NASDAQ: ORBS), nu een van de weinige beursgenoteerde ondernemingen wereldwijd die beleggers indirecte blootstelling aan OpenAI bieden
De totale waarde van de cryptobezittingen, liquide middelen en 'moonshots'-investeringen van Bitmine bedraagt 10,4 miljard dollar, inclusief 5,62 miljoen ETH-tokens, een totaal aan liquide middelen en verhandelbare effecten van 502 miljoen dollar en andere cryptobezittingen
Bitmine loopt voorop ten opzichte van vergelijkbare cryptotreasurybedrijven, zowel wat betreft de snelheid waarmee het zijn crypto-NAV per aandeel verhoogt als de hoge handelsliquiditeit van het aandeel BMNR
Bitmine is het 203e meest verhandelde aandeel in de Verenigde Staten, met een dagelijks handelsvolume van 550 miljoen dollar (gemiddelde over 5 dagen)
Bitmine wordt ondersteund door een vooraanstaande groep institutionele beleggers, waaronder Cathie Wood van ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital en privébelegger Thomas 'Tom' Lee, om bij te dragen aan Bitmines doel om 5% van alle ETH te verwerven
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ('Bitmine' of de 'onderneming'), een Bitcoin- en Ethereum-netwerkbedrijf met een focus op de accumulatie van crypto voor langetermijninvesteringen, maakte vandaag bekend dat de totale waarde van zijn cryptobezittingen, liquide middelen en verhandelbare effecten, en 'moonshots'-investeringen 10,4 miljard dollar bedraagt.
BITMINE Weekly Update
STAKING: BMNR now staking over 4.7 million ETH
ALCHEMY of 5%: BMNR ranked #203 by 5D avg $ volume
Op 14 juni 2026 om 18.00 uur (ET) bestaan de cryptobezittingen van de onderneming uit 5.620.754 ETH tegen een koers van 1.718 dollar per ETH (via CoinbaseNASDAQ: COIN), 204 Bitcoin (BTC), een belang van 180 miljoen dollar in Beast Industries, een belang van 88 miljoen dollar in Eightco Holdings (NASDAQ: ORBS) ('moonshots') en een totaal aan liquide middelen en verhandelbare effecten van 502 miljoen dollar. De ETH-bezittingen van Bitmine vertegenwoordigen 4,66% van het totale ETH-aanbod (van 120,7 miljoen ETH).
Op 10 juni heeft Bitmine zijn aanbod (het 'aanbod') van 3.500.000 aandelen van 9,50% Series A Perpetual Preferred Stock (de 'Series A Preferred Stock'), geregistreerd onder de Securities Act van 1933, zoals gewijzigd (de 'Securities Act'), afgerond tegen een openbare uitgifteprijs van 80,00 dollar per aandeel. De onderneming heeft uit het aanbod een netto-opbrengst van circa 273,8 miljoen dollar ontvangen, na aftrek van emissiekosten en provisies en de door de onderneming geraamde kosten van het aanbod. De Series A Preferred Stock zal naar verwachting vanaf 16 juni 2026 worden verhandeld op de NYSE onder het symbool BMNP. De dividenden voor BMNP zullen op wekelijkse basis worden uitgekeerd, onder voorbehoud van de voorwaarden van het toepasselijke Certificate of Designations.
"Het aanbod van Series A Preferred Stock is een goede diversificatie van de balans voor Bitmine. De huidige verwachte jaarlijkse stakingopbrengsten van de onderneming van circa 219 miljoen dollar bieden een terugkerende kasstroom om de dividenduitkeringen op de Series A Preferred Stock te ondersteunen", aldus Thomas 'Tom' Lee, bestuursvoorzitter van Bitmine.
Op 11 juni 2026 werd Bitmine opgenomen in de Fortune Crypto 100 (link hier). Fortune publiceerde deze definitieve ranglijst van de meest invloedrijke bedrijven in de blockchainsector op basis van een grondige gegevensanalyse door Inca Digital en een enquête onder vooraanstaande crypto-experts.
Op 11 mei 2026 heeft Bitmine het meest recente bericht van de bestuursvoorzitter voor mei 2026 gepubliceerd (link hier).
"In de afgelopen week hebben we 76.881 ETH aangekocht. We handhaven een enigszins verhoogd aankooptempo, omdat we van mening zijn dat deze koerscorrectie van ETH geen weerspiegeling is van de sterker wordende fundamenten van Ethereum. Dit is niet verrassend, aangezien we ervan overtuigd zijn dat we ons in de vroege fase van de cryptolente bevinden. De verwachting is dat Bitmine ergens in 2026 de 'alchemy of 5%' zal bereiken", aldus de heer Lee.
Bitmine heeft recent MAVAN (het Made-in America VAlidator Network) gelanceerd, een stakingplatform van institutionele kwaliteit. Hoewel MAVAN oorspronkelijk is ontwikkeld ter ondersteuning van Bitmines eigen Ethereum-treasury, is MAVAN van plan zich uit te breiden om ook institutionele beleggers, custodians en ecosysteempartners te bedienen die op zoek zijn naar toonaangevende stakinginfrastructuur. Een deel van Bitmines ETH is al gestaked op het MAVAN-platform.
Op 14 juni 2026 bedroeg het totale aantal door Bitmine gestakede ETH 4.718.677 (8,1 miljard dollar tegen een koers van 1.718 dollar per ETH). "Bitmine heeft meer ETH gestaked dan enige andere partij ter wereld. Op volledige schaal (wanneer de ETH van Bitmine volledig is gestaked door MAVAN en zijn stakingpartners) bedraagt de verwachte ETH-stakingopbrengst op jaarbasis 269 miljoen dollar (uitgaande van een 7-daags rendement op BMNR van 2,79%)", aldus Lee.
"De jaarlijkse stakinginkomsten worden nu geschat op 226 miljoen dollar. Deze 4,7 miljoen ETH vertegenwoordigt meer dan 83% van de 5,62 miljoen ETH die door Bitmine wordt aangehouden. De eigen stakingactiviteiten van Bitmine noteerden een 7-daags rendement van 2,79% (op jaarbasis)", vervolgde Lee.
De cryptobezittingen van Bitmine worden beschouwd als de nummer 1 Ethereum-treasury en de nummer 2 wereldwijde treasurypositie, na Strategy Inc. (NASDAQ: MSTR), dat naar verluidt 845.256 BTC bezit met een geschatte waarde van 54 miljard dollar. Bitmine blijft de grootste ETH-treasury ter wereld.
Bitmine is een van de meest verhandelde aandelen in de Verenigde Staten. Volgens gegevens van Fundstrat bedroeg de gemiddelde dagelijkse dollaromzet van het aandeel 550 miljoen dollar (vijfdaags gemiddelde per 12 juni 2026). Daarmee bezet het de 203e plaats in de VS, van de in totaal 5.704 aan Amerikaanse beurzen genoteerde aandelen, net achter Oklo Technologies (plaats 202) en vlak voor Parker-Hannifin (plaats 204) (statista.com en onderzoek van Fundstrat).
Het management van Bitmine is van mening dat de GENIUS Act en Project Crypto van de Securities and Exchange Commission (de 'SEC') in 2025 even ingrijpend zijn voor de financiële sector als het Amerikaanse besluit op 15 augustus 1971 om een einde te maken aan het Bretton Woods-stelsel en de koppeling van de Amerikaanse dollar aan de goudstandaard, 54 jaar geleden. Deze gebeurtenis in 1971 vormde de katalysator voor de modernisering van Wall Street en vormde de basis voor de iconische financiële titanen en de huidige betalingsinfrastructuur. Deze bleken uiteindelijk een betere investering dan goud.
De onderneming kondigde tevens aan dat de raad van bestuur het derde wekelijkse contante dividend op de uitstaande aandelen van de Series A Preferred Stock heeft vastgesteld, ter hoogte van 0,2639 dollar per aandeel. Dit dividend zal naar verwachting op 6 juli 2026 worden uitgekeerd aan de geregistreerde houders van de Series A Preferred Stock bij het sluiten van de handelsdag op 26 juni 2026.
Het bericht van de bestuursvoorzitter vindt u hier:
https://www.Bitminetech.io/chairmans-message
De resultatenpresentatie voor het volledige boekjaar 2025 en de bedrijfspresentatie vindt u hier: https://Bitminetech.io/investor-relations/
Om op de hoogte te blijven, kunt u zich aanmelden via: https://Bitminetech.io/contact-us/
Over Bitmine
Bitmine (NYSE: BMNR) is een Bitcoin-miner met activiteiten in de Verenigde Staten. De onderneming zet zijn overtollige kapitaal in om wereldwijd het toonaangevende Ethereum-treasurybedrijf te worden en implementeert daarbij een innovatieve strategie voor digitale activa voor institutionele beleggers en deelnemers aan de publieke kapitaalmarkten. Gedreven door zijn filosofie van "the alchemy of 5%" zet de onderneming vol in op ETH als zijn primaire treasury-reserveactief, waarbij het gebruikmaakt van activiteiten op protocolniveau, waaronder staking en decentralized finance (DeFi)-mechanismen. De onderneming heeft in 2026 MAVAN (Made-in America VAlidator Network) gelanceerd, een speciale stakinginfrastructuur voor Bitmine-activa.
Volg voor aanvullende informatie op X:
https://x.com/bitmnr
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Toekomstgerichte verklaringen
Dit persbericht bevat verklaringen die kunnen worden aangemerkt als "toekomstgerichte verklaringen" in de zin van de Private Securities Litigation Reform Act van 1995. De verklaringen in dit persbericht die niet louter historisch van aard zijn, zijn toekomstgerichte verklaringen die risico's en onzekerheden met zich meebrengen. Deze toekomstgerichte verklaringen kunnen worden herkend aan termen zoals 'verwacht', 'voorziet', 'is voornemens', 'gelooft', 'anticipeert', 'schat' en vergelijkbare uitdrukkingen. Dit document bevat in het bijzonder toekomstgerichte verklaringen met betrekking tot: (i) de doelstellingen van de onderneming met betrekking tot de acquisitie van ETH, met inbegrip van het initiatief "the alchemy of 5%" en de verwachting dat Bitmine dit doel ergens in 2026 zal bereiken; (ii) de overtuigingen en verwachtingen van de onderneming met betrekking tot de cryptomarkt, met inbegrip van het feit dat Ethereum blijft profiteren van de dubbele rugwind van de tokenisering van Wall Street op de blockchain en van agentische AI-systemen die in toenemende mate behoefte hebben aan openbare en neutrale blockchains; (iii) de verwachte handel in de Series A Preferred Stock op de NYSE onder het symbool BMNP met ingang van 16 juni 2026; (iv) het dividendbetalingsschema voor de Series A Preferred Stock, met inbegrip van de verwachting dat het derde wekelijkse dividend in contanten op 6 juli 2026 zal worden uitgekeerd aan de geregistreerde houders per 26 juni 2026; (v) de strategie voor de accumulatie van digitale activa en de stakingactiviteiten van de onderneming, inclusief geprojecteerde jaarlijkse ETH-stakingbeloningen van ongeveer 269 miljoen dollar (wanneer de ETH van Bitmine volledig wordt gestaked door MAVAN en zijn stakingpartners) en de huidige geprojecteerde jaarlijkse stakinginkomsten van ongeveer 226 miljoen dollar; (vi) de beoogde uitbreiding van MAVAN om institutionele beleggers, custodians en ecosysteempartners te bedienen die op zoek zijn naar een toonaangevende stakinginfrastructuur; (vii) de typering door de onderneming van de huidige marktomstandigheden als de "vroege stadia van de cryptolente" en de overtuiging dat ETH-koerscorrecties geen weerspiegeling zijn van de versterkende fundamenten van Ethereum; (viii) de overtuiging van het management dat de GENIUS Act en SEC Project Crypto net zo transformatief zijn voor de financiële sector als het Amerikaanse besluit op 15 augustus 1971 om een einde te maken aan het Bretton Woods-stelsel en de koppeling van de Amerikaanse dollar aan de goudstandaard; en (ix) de voortgezette groei en vooruitgang van de Ethereum-treasurystrategie van de onderneming. Bij het evalueren van deze toekomstgerichte verklaringen dient u rekening te houden met verschillende factoren, waaronder: het vermogen van Bitmine om gelijke tred te houden met nieuwe technologieën en veranderende marktbehoeften; het vermogen van Bitmine om zijn huidige bedrijfsactiviteiten, zijn Ethereum-treasuryactiviteiten en zijn voorgestelde toekomstige activiteiten te financieren; de concurrentieomgeving waarin Bitmine actief is; marktomstandigheden die van invloed zijn op de handelskoers van de gewone aandelen en de Series A Preferred Stock van de onderneming; ontwikkelingen in regelgeving met betrekking tot digitale activa, waaronder de uiteindelijke aanneming en implementatie van aanhangige wetgeving en initiatieven van de SEC; de volatiliteit en onvoorspelbaarheid van de prijzen van digitale activa; de prestaties, betrouwbaarheid en beveiliging van de stakingactiviteiten van de onderneming; risico's in verband met AI-systemen en hun impact op de cryptomarkten; en de toekomstige waarde van Bitcoin en Ethereum. De daadwerkelijke toekomstige prestaties en resultaten kunnen wezenlijk afwijken van hetgeen wordt vermeld in toekomstgerichte verklaringen. Toekomstgerichte verklaringen zijn onderhevig aan talrijke factoren, waarvan vele buiten de macht van Bitmine liggen, waaronder die welke zijn uiteengezet in de sectie 'Risicofactoren' van Form 10-K van Bitmine dat op 21 november 2025 is ingediend bij de SEC, evenals alle andere SEC-indieningen, zoals van tijd tot tijd gewijzigd of bijgewerkt. Kopieën van SEC-indieningen van Bitmine zijn beschikbaar op de website van de SEC: www.sec.gov. Bitmine neemt geen verplichting op zich om deze verklaringen te actualiseren na de datum van dit persbericht, behalve voor zover wettelijk vereist.
Agency MBS assets provide a unique investment opportunity with minimal credit risk. Agency mREITs leverage agency MBS with a business model that has low exposure to credit risk but high exposure to interest rate changes. As the interest rate curve normalizes, NLY has benefited, recently raising its dividend.
Key Takeaways NLY offers a high dividend yield of around 12.59%, supported by REIT payout requirements.NLY raised its quarterly dividend 7.1% to 75 cents per share in June 2026.NLY holds $106.7B in investments, mainly Agency MBS, supporting portfolio stability. One of the most closely tracked aspects of Annaly Capital Management’s (NLY - Free Report) financial profile is its dividend policy. As a publicly traded mortgage real estate investment trust (mREIT), the company is closely followed for its high dividend yield and steady income generation, which continue to attract income-focused investors.
REIT stocks generally attract strong interest from income-focused investors, given the U.S. requirement for REITs to distribute at least 90% of taxable income as dividends. Annaly currently offers a high dividend yield of around 12.59%.
Dividend Yield
Image Source: Zacks Investment Research
Last week, the company raised its quarterly cash dividend by 7.1% to 75 cents per share. The dividend will be paid out on July 31, 2026, to shareholders of record on June 30. Prior to this increase, in March 2025, it had boosted its dividend by 7.7% to 70 cents per share. Over the past five years, Annaly has increased its dividend twice and maintains a payout ratio of 95%, indicating that a substantial portion of earnings continues to be returned to shareholders.
Apart from dividends, NLY has a share repurchase plan in place. On Jan. 31, 2025, the company’s board of directors authorized a new common share repurchase program of up to $1.5 billion, which expires on Dec. 31, 2029. Although the company has not repurchased shares under the program since its announcement, the authorization provides management with flexibility to enhance shareholder value when market conditions are favorable.
A key driver supporting the sustainability of Annaly’s dividend is its disciplined investment strategy and strong portfolio composition. As of March 31, 2026, the company’s investment portfolio stood at $106.7 billion, of which $92.2 billion consisted of highly liquid Agency mortgage-backed securities (MBS). Given the government-backed nature of Agency MBS, these assets generally carry lower credit risk while supporting stable risk-adjusted returns in the fixed-income markets.
In addition to its portfolio strength, Annaly Capital Management also maintains a healthy liquidity position that enhances its ability to navigate market volatility. As of March 31, 2026, the company reported $9 billion in assets available for financing, including $5 billion in cash and unencumbered Agency mortgage-backed securities.
Given its strong liquidity position, sizable Agency MBS portfolio and disciplined capital management framework, Annaly appears well-positioned to sustain its capital distribution strategy and continue supporting its attractive dividend profile.
How NLY Stacks Up Against AGNC & ABRAnnaly’s peers, such as AGNC Investment Corp. (AGNC - Free Report) and Arbor Realty Trust, Inc. (ABR - Free Report) , have also been focusing on maintaining shareholder returns through consistent dividend payouts.
AGNC Investment has a dividend yield of 13.8%. As of March 31, 2026, its liquidity, including unencumbered cash and Agency MBS, was $7 billion, supporting the sustainability of its dividend policy.
Meanwhile, Arbor Realty has a dividend yield of 13.2%. However, its liquidity position remains comparatively weak. As of March 31, 2026, Arbor Realty held cash and cash equivalents of $407.1 million against long-term debt of $6.3 billion. Such a narrow liquidity cushion raises concerns about the sustainability of its dividend in the long term.
Annaly’s Price Performance & Zacks RankOver the past year, NLY shares have gained 16.9% compared with the industry’s growth of 3.4%.
Price Performance
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.