Berkshire Hathaway v první polovině roku 2026 pod vedením Grega Abela investovala zhruba 26 miliard USD, ale hotovost na rozvaze klesla jen asi o 8 miliard USD. Zároveň byly znovu spuštěny zpětné odkupy akcií.
SummaryBerkshire Hathaway is now aggressively deploying cash under Greg Abel, with $26B invested in H1 2026 and buybacks resuming.Q2 operating earnings rose 16.3%, but excluding FX gains, true growth was 5.2%, with insurance segment notably deteriorating—GEICO's combined ratio worsened to 91.2%.Capital deployment narrowed the cash pile only slightly; at $365.5B, meaningful reduction requires >$34B annual deployment, highlighting the challenge of scale.With shares at 1.50x book and insurance headwinds, I downgrade to Hold; my buy target is $470–480/share, or 1.35x book. BlackSalmon/iStock via Getty Images
During the first six months of 2026, Greg Abel, in his new role as CEO of Berkshire Hathaway (BRK.A) (BRK.B), deployed ≈$26B, however Berkshire's cash position on its balance sheet shrank only by ≈$8B.
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PPL potvrdila výhled EPS na rok 2026 v pásmu 1,90–1,98 USD a růst zisku o 6–8 % ročně do roku 2029. Datová centra v Pensylvánii mají v pokročilé fázi pipeline 31,8 GW.
Key Takeaways PPL reaffirmed 2026 EPS guidance of $1.90-$1.98 and 6-8% annual earnings growth through 2029.PPL Electric's Pennsylvania data center pipeline reached 31.8 GW in advanced stages, with 11 GW signed.Kentucky generation needs and Invitium could support $10B-$12B of incremental investment through 2032. PPL Corporation (PPL - Free Report) used its second-quarter 2026 earnings call to emphasize expanding data center-driven investment opportunities while keeping the existing earnings plan unchanged.
Ongoing earnings of 33 cents per share missed the Zacks Consensus Estimate of 35 cents. Second-quarter revenues of $2.11 billion fell short of the Zacks Consensus Estimate of $2.18 billion.
PPL Holds the 2026 Outlook SteadyPresident and CEO Vincent Sorgi reaffirmed PPL’s 2026 ongoing earnings forecast of $1.90 to $1.98 per share, with a midpoint of $1.94. He said stronger earnings growth is expected in the second half.
Sorgi tied that improvement to rate outcomes in Pennsylvania and Rhode Island. Pennsylvania rates took effect July 1, while Rhode Island rates are expected to become effective Sept. 1, 2026.
Executive vice president and CFO Joe Bergstein said the company remains on track to achieve at least the guidance midpoint. PPL also reaffirmed 6% to 8% annual earnings growth through at least 2029, with compound growth near the top end.
PPL Corporation Leans on Rate RecoverySorgi highlighted the $275 million Pennsylvania rate increase and its two-year stay-out provision. He said PPL plans to use capital tracking mechanisms and cost discipline to extend the time between base rate cases.
In Rhode Island, Sorgi said hearings were completed in mid-July and the proceeding remained on track for Sept. 1 rates. The company is also pursuing bill credits tied to its deferred tax hold-harmless commitment.
Bergstein said PPL deployed about $2.3 billion of capital through the first half, roughly 30% more than a year earlier. The company remains on pace for approximately $5 billion of investment in 2026.
PPL Expands the Pennsylvania Data Center CaseSorgi said PPL Electric’s data center pipeline reached 31.8 gigawatts in advanced stages, including more than 11 GW under signed electric service agreements and more than 6.5 GW under construction.
He stressed that Pennsylvania’s large-load tariff requires long contracts, minimum demand payments, upfront collateral and termination fees. Management presented those provisions as safeguards against shifting development costs to existing customers.
Two data centers began taking service during the quarter and are expected to ramp to about 2 GW of load by 2031. Sorgi said that progression is improving visibility into infrastructure and generation needs.
PPL Corporation Pushes Invitium Toward DealsSorgi said Invitium Energy, PPL’s 51% joint venture with Blackstone Infrastructure, controls sites capable of supporting 8 GW to 14 GW of generation and has more than 5 GW of turbine reservations. More meaningful CCGT earnings and cash flows could begin as early as 2031 to 2032.
The venture also has more than 5 GW accepted in the PJM interconnection queue. Management expects one or more commercial agreements by year-end, while material construction commitments require contracts or cost reimbursement protections.
A Barclays analyst asked whether Invitium must wait for PJM’s process before signing deals. Sorgi said bilateral negotiations can close independently, and material agreements would be announced when signed.
PPL Q&A Tests Funding and Kentucky TimingA Wolfe Research analyst asked how PPL expects to finance Invitium. Bergstein said construction-period financing structures would be kept off balance sheet to limit near-term dilution, followed by permanent financing after projects enter service.
In Kentucky, Sorgi said the development pipeline reached 13.7 GW, including 11.6 GW tied to data centers. Probability-weighted expected new load by 2032 rose to 3.7 GW.
A JPMorgan analyst asked what could trigger another generation filing. Sorgi said conversion from a data center developer to an actual hyperscaler contract would be a major trigger for a filing by year-end.
PPL Corporation Keeps the Base Plan SeparateSorgi closed by emphasizing execution of the regulated utility plan while developing growth options beyond it. The current business plan excludes earnings and capital contributions from Invitium Energy.
Management estimates Kentucky generation needs and Invitium could support $10 billion to $12 billion of incremental investment through 2032. The call framed those opportunities as additions to the reaffirmed outlook.
Zacks Signals Point to Uneven Style SupportWithin the Zacks framework, PPL’s Zacks Rank #4 (Sell) reflects unfavorable earnings estimate-revision trends. PPl’s Value, Growth and VGM Scores are D, while its Momentum Score is B, marking momentum as the stronger style signal.
Style Scores complement the rank rather than override it, and A or B scores are most favorable when paired with a Zacks Rank #1 (Strong Buy) or 2 (Buy). The Zacks Rank can change as analysts revise estimates following the just-reported results. You can see the complete list of today’s Zacks #1 Rank stocks here.
Z původní čtveřice Dividend Aristocrats vyhrály AbbVie a Becton Dickinson, zatímco Procter & Gamble a Brown-Forman zaostaly na ceně. Všechny ale dál zvyšovaly dividendy.
About a year ago, 24/7 Wall St. flagged four overlooked Dividend Aristocrats as stealth growth plays, arguing that boring income names carried real upside if the market ever noticed. The scorecard is in, and it is split down the middle. Two of the four beat the market decisively, while the other two lagged. Below is a candid grading of the original quartet, plus three fresh Aristocrat-caliber income names where the setup looks compelling now.
Becton Dickinson: A Late Rally Salvages the Call Becton Dickinson (NYSE:BDX | BDX Price Prediction) was the toughest call of the original four, and it finally worked. Shares gained 25.5% in the past year and are up 17.47% year to date after a 9.1% one-week pop to $176.86.
The dividend engine still hums. Becton Dickinson pays a quarterly $1.05, with an annualized forward payout of $4.20, and the current yield is 2.4% against a forward P/E of 13. Coverage is not an issue: year-to-date free cash flow of $1.73 billion, up 44.6% year over year, comfortably funds the payout, and management raised FY26 adjusted EPS guidance to $12.62 to $12.72. The main risk is the tariff overhang and $450 million in non-cash impairment charges tied to strategic exits.
Grade: B+. A solid double for income holders who reinvested.
AbbVie: The Home Run of the Group AbbVie (NYSE:ABBV) was the star. Shares are up 47.4% over the trailing year and 16.7% year to date, closing at $246.04 on August 7. The immunology franchise did exactly what bulls hoped, with Skyrizi +24.4% and Rinvoq +24.5% more than offsetting Humira’s biosimilar-driven decline.
The dividend, currently $1.73 quarterly for an annualized forward $6.92, keeps grinding higher, and the yield stands at 2.8%. Safety metrics: free cash flow yield of 4.10%, interest coverage of 6.94x, and net debt/EBITDA of 2.26x. Q2 adjusted EPS of $3.65 beat the consensus estimate on $16.99 billion in revenue, +10.2% year over year. The trailing P/E of 69 reflects heavy amortization; the forward EPS guide of $13.87 to $14.07 normalizes the multiple considerably. Risk: continued Humira erosion and dilution from the $10.9 billion Apogee Therapeutics acquisition.
Grade: A. Nearly reached the aspirational analyst target.
Procter & Gamble: A Miss on Growth, Not on Income Procter & Gamble (NYSE:PG) was the disappointment of the group on price, down 9.2% from a year ago. However, shares finished at $145.79, up 4.0% year to date. Q4 FY26 revenue of $21.20 billion missed the $21.38 billion estimate, and the FY27 outlook of organic sales +1% to +3% with core EPS of $6.89 to $7.11 is workmanlike, not exciting.
For income buyers, however, this is still one of the safest checks in the market. The current quarterly payout is $1.0885, with an annualized forward payout of $4.354. Management just marked its 70th consecutive year of dividend increases and 136th consecutive year of dividend payments, cementing Dividend King status. FY26 free cash flow hit $15.835 billion, +12.74% year over year, and FY27 plans call for roughly $10 billion in dividends plus $5 billion in buybacks. Risks include a roughly $1 billion after-tax commodity and transport headwind in FY27.
Grade: C on price, A on income durability.
Brown-Forman: A Genuine Laggard Brown-Forman (NYSE:BF-A) was the clearest miss, −1.5% year on year, as spirits demand cooled in developed markets. Q4 FY26 GAAP EPS of $0.12 missed the $0.32 estimate after $132 million in non-cash brand impairments on Gin Mare and Diplomático.
The income case, however, is nearly untouchable. Brown-Forman logged its 82nd consecutive year of regular quarterly dividends and 42nd consecutive year of dividend increases, keeping it deep on the Aristocrat list. The Q4 FY26 payout of $0.2310 per share is well covered by FY26 free cash flow of $893 million, which was up 107% year over year. FY27 organic operating income was guided to −3% to −5%, and Citigroup bumped up its price target to $28 but kept a Neutral rating. The risks here are Jack Daniel’s volume softness and tariff exposure.
Grade: D on price, A on streak.
The New Picks Rounding out this update are three fresh Aristocrat-caliber names spanning cyclical, defensive, and industrial exposures. All three offer improving dividend coverage this fiscal year.
Albemarle: A Contrarian Aristocrat With Cyclical Torque Albemarle (NYSE:ALB) is the highest-conviction contrarian pick. The lithium producer has ripped 50.4% over the past year to $131.11, yet remains down 12.8% year to date and off 45.6% over five years. Q2 adjusted EPS of $3.75 beat by 15.72% on revenue of $1.74 billion (+31.1% year over year), with realized lithium prices recovering to $19.53/kg LCE from $12.17/kg.
Dividend safety is the debate. Free cash flow surged to $638 million in Q2, up 603% year over year, and cash stands at $1.63 billion against $10.28 billion of equity, with FY26 capex trimmed to roughly $500 million. That combination gives the payout runway even if lithium slips again. The bull case: operating leverage. Energy Storage revenue was +78% year over year at $1.28 billion with a 56.5% adjusted EBITDA margin. Risk: extreme lithium price sensitivity, plus operational hiccups including the Talison CGP3 fire and Kemerton Train 1 in care and maintenance.
Medtronic: The Clean Analyst Buy of the Bunch Medtronic (NYSE:MDT) offers the cleanest income setup here. Shares closed at $87.16, down 8.9% year to date but up 3.3% in the past month, with a low beta of 0.566. The current yield is 3.31%, backed by a $0.72 quarterly payout, an annualized forward $2.88. Management just marked its 49th consecutive year of dividend increases, one of the longest-running streaks in medical devices.
Coverage is the story. FY26 free cash flow was $5.426 billion (+4.65%) on $7.33 billion in operating cash flow, funding both the dividend and $1.035 billion in FY26 buybacks. FY27 guidance calls for organic revenue growth of 6.75% to 7.25% and non-GAAP EPS of $5.90 to $6.00. The CEO highlighted the “strongest annual top-line growth in 10 years.” Analysts are constructive, with a $98.44 mean price target. Risks include 230 basis points of Q4 operating-margin compression from tariffs and MiniMed separation costs.
Stanley Black & Decker: The Industrial Turnaround Stanley Black & Decker (NYSE:SWK) rounds out the list as the industrial turnaround. Shares are up 27.4% year to date and 35.1% over the past year, closing at $103.89. Q2 adjusted EPS of $1.57 beat $1.20 by 30.4%, and FY26 adjusted EPS guidance was lifted to $5.20 to $5.80.
The dividend just ticked higher, from $0.83 to $0.84 quarterly, taking the annualized forward to $3.36 at a yield of 3.2%. This is a well-documented multi-decade dividend grower. Coverage improved dramatically: Q2 free cash flow of $698.2 million, up 418%, and FY26 FCF guidance of $600 million to $800 million. Management also retired $1.7 billion of debt using CAM divestiture proceeds and repurchased $250 million in Q2. Analyst target stands at $96.91, so the easy money may be behind us, but the payout runway keeps widening. Note that roughly 250 basis points of Q2 gross margin came from a non-repeatable IEEPA tariff refund worth ~$0.17 in EPS.
The Takeaway The scorecard on the original four Aristocrats was two winners (AbbVie, Becton Dickinson), two laggards (Procter & Gamble, Brown-Forman) on price, though all four kept raising dividends on schedule. That is the point of owning Aristocrats: the income compounds regardless of what the multiple does in a given twelve months. Albemarle, Medtronic, and Stanley Black & Decker each offer a different flavor of the same trade, a cyclical rebound, a defensive compounder, and an industrial turnaround, with dividend coverage that has visibly improved this fiscal year.
Contact [email protected] for any questions or corrections.
Insulet ve 2. čtvrtletí překonal odhady zisku i tržeb, ale snížil výhled růstu tržeb za celý rok 2026 na 20 % až 22 % při konstantní měně. Akcie PODD po oznámení klesly téměř o 20 %.
Key Takeaways Insulet's Q2 revenues rose 23.5%, driven by broad-based Omnipod demand and favorable price mix.PODD's Omnipod revenues climbed 24.6%, with U.S. and international sales both posting strong growth.Insulet cut its 2026 revenue growth outlook to 20%-22% as type 2 retention and utilization fell short. Insulet Corporation (PODD - Free Report) reported second-quarter 2026 adjusted earnings per share (EPS) of $1.66, up 41.5% year over year. The bottom line beat the Zacks Consensus Estimate by 15.28%.
GAAP EPS came in at $1.37 compared with the year-ago quarter’s figure of 32 cents.
Revenues of $801.7 million rose 23.5% and surpassed the consensus mark by 1.89%, reflecting broad-based Omnipod demand and favorable price mix.
Following the announcement on Aug. 5, PODD shares have dropped nearly 20% to end the session at $133.26.
PODD's Omnipod Sales Stay StrongTotal Omnipod revenues advanced 24.6% to $795.9 million. U.S. Omnipod revenues increased 20.1% year over year to $544.1 million. Management cited continued demand across type 1 and type 2 customers, with more than 40% of U.S. new customer starts coming from people with type 2 diabetes.
International Omnipod revenues climbed 35.5% to $251.8 million, or 32.9% at constant currency. Growth was driven primarily by volume and continued favorable price, and mix realization. Omnipod 5 also became the top insulin pump for new users in Australia, while the company recently launched in Spain.
PODD's Q2 MarginsAdjusted gross margin reached 72.9%, up 320 basis points (bps) year over year. The improvement reflected manufacturing productivity gains at the Acton and Malaysia facilities, positive pricing and higher volumes.
Adjusted operating margin expanded 140 bps to 19.3%. Research and development expenses rose 20% to $88.1 million, while selling, general and administrative expenses increased 33.8% to $344.8 million, reflecting investments in the U.S. sales force, customer support and market development.
Insulet’s Cash PositionInsulet exited the second quarter of 2026 with cash and cash equivalents of $534.9 million compared with $480.4 million at March-end.
Cumulative net cash provided by operating activities at the end of the second quarter was $202.2 million compared with $260.3 million in the year-ago period.
Insulet’s 2026 OutlookInsulet now expects 2026 total company revenue growth of 20%-22% at constant currency, down from the prior 21%-23% range.
Total Omnipod growth is projected at 21%-23% (previously, 22%-24%), while Drug Delivery revenues are expected to decline around 40% compared with the earlier expectation of a roughly 50% drop. The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.28 billion, up 21% from the 2025 levels.
Adjusted EPS is now projected to grow at least 30%, up from the prior expectation of more than 25%. The Zacks Consensus Estimate for the same stands at $6.51, up 5%.
For the third quarter, total company revenues are expected to increase 17.5%-19.5% at constant currency. Total Omnipod growth is projected at 18%-20%, while Drug Delivery is expected to be approximately 20% year over year. The Zacks Consensus Estimate for revenues and EPS is pegged at $835.4 million and $1.59, respectively.
Our Take on PODD’s Q2 ResultsInsulet delivered better-than-expected earnings and revenues in the second quarter of 2026. The company witnessed strong demand for Omnipod across both the U.S. and international markets, along with a benefit from favorable price mix. Global new customer starts increased both sequentially and year over year, resulting in the second highest quarter ever. The expansion of adjusted gross and operating margins is also encouraging. Lower-than-expected retention and utilization among type 2 customers prompted Insulet to lower its full-year U.S. Omnipod and total revenue growth outlook.
PODD’s Zacks Rank & Key PicksInsulet currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are Labcorp Holdings (LH - Free Report) , Quest Diagnostics (DGX - Free Report) and Medpace (MEDP - Free Report) .
Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%.
Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%.
DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%.
Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%.
MEDP has an historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%.
Kaplan Fox & Kilsheimer vyšetřuje The Ensign Group kvůli možným porušením zákona o cenných papírech po zprávě Hunterbrook Media z 8. června 2026 o údajném nedostatečném poskytování péče a manipulaci s daty. Akcie ENSG po zveřejnění klesly o 13,88 USD, tedy o 8,15 %, na 156,42 USD.
New York, New York--(Newsfile Corp. - August 10, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against The Ensign Group, Inc. (NASDAQ: ENSG) ("Ensign" or the "Company").
CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION
If you are an Ensign investor and have suffered losses, or if you have information that could assist in the Ensign investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
On June 8, 2026, Hunterbrook Media published a report entitled "Ensign: The Nursing Home Empire Built On Fatal Neglect." The report alleges that "Ensign's business model relies on delivering inadequate care to patients while gaming data on quality, according to Hunterbrook's five-month investigation." The report further alleges "[f]ormer employees in different states described systematic misrepresentations."
Following this news, the price of Ensign stock fell $13.88 per share, or 8.15%, to close at $156.42 per share on June 8, 2026.
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California Resources ve 2. čtvrtletí vykázala zisk 0,99 USD na akcii, což bylo pod odhadem 1,31 USD. Tržby 1,06 miliardy USD ale překonaly konsensus o 7,83 %.
California Resources Corporation (CRC - Free Report) came out with quarterly earnings of $0.99 per share, missing the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -24.43%. A quarter ago, it was expected that this company would post earnings of $0.83 per share when it actually produced earnings of $0.88, delivering a surprise of +6.02%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
California Resources, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $1.06 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 7.83%. This compares to year-ago revenues of $978 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
California Resources shares have added about 16.5% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for California Resources?While California Resources has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for California Resources was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.89 on $901.95 million in revenues for the coming quarter and $4.02 on $3.68 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Oil and Gas - Exploration and Production - United States is currently in the bottom 13% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Big Sky Industrial Inc. (BSIN - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +73.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Big Sky Industrial Inc.'s revenues are expected to be $2.1 million, up 3.5% from the year-ago quarter.
IONQ ve 2. čtvrtletí těžil z mezinárodních zákazníků a neamerických vládních klientů; multiproduktové výnosy vzrostly meziročně o 40 % a tvořily téměř 25 % tržeb. RPO vzrostly na 485 milionů USD z 470 milionů USD v předchozím čtvrtletí a 122 milionů USD před rokem.
Key Takeaways IONQ saw strong Q2 revenues from international customers and non-U.S. government clients.IONQ's multiproduct sales grew 40% year over year, nearing 25% of quarterly revenues.IONQ ended Q2 with $485 million in RPOs, up from $470 million sequentially and $122 million a year ago. IONQ (IONQ - Free Report) reported encouraging revenue trends across key drivers in the second quarter of 2026. Roughly half of the revenues came from international customers, spanning countries such as Australia, South Korea, Portugal, India, Denmark, Germany, Israel and Japan,
This quarter was especially strong for the international metric due to the quantum computing deployments. IONQ began shipments of subsystems to the Korea Institute of Science and Technology Information, or KISTI, and with QuantumBasel in Switzerland, its fifth-generation machine is in final assembly, alongside the fourth-generation machine previously purchased by the customer. The company now has solutions in more than 50 countries, with inbound interest coming from an even broader set of markets.
Commercial revenues remained strong as non-U.S. government customers generated 60% of second-quarter revenues, reflecting the real-world applications of IONQ’s quantum technologies.
Another revenue driver was multiproduct sales, which grew 40% year over year and comprise nearly 25% of quarterly revenues. IONQ remains encouraged by this opportunity, particularly through selling quantum computing and quantum security together. Management said demand for both offerings is high, creating further room to drive cross-selling.
Forward revenue visibility also improved, with IONQ ending the second quarter with $485 million in remaining performance obligations (RPOs). The figure increased from $470 million on a sequential basis and $122 million a year ago, providing one more indication of the company’s growing revenue pipeline.
IONQ’s Peer UpdatesD-Wave Quantum (QBTS - Free Report) posted $3.1 million in revenues in the second quarter of 2026, essentially flat yearover year.The company recognized revenues from approximately 100 customers, with commercial enterprises accounting for roughly 62.4% of revenues, up from 45.1% a year earlier.D-Wave’s QCaaS subscription revenues jumped 50% year over year to $1.9 million, while professional services revenues grew more than 18% to roughly $900,000. Systems and other revenues were $300,000, largely from installation and site preparation related to the $20 million Florida Atlantic University sale.
Rigetti (RGTI - Free Report) reported second-quarter 2026 revenues of $5.1 million, up from $1.8 million a year ago. The year-over-year increase was driven by on-premises Novera QPU sales, reflecting recognition of previously announced Novera purchase orders. Across Europe and Asia, RGTI is seeing a growing number of coordinated quantum initiatives. While commercial revenues remain early, engagement is increasing across industries such as materials, logistics and financial services as businesses explore hybrid and quantum-inspired workloads.
IONQ Stock Performance, Valuation and EstimatesYear to date, IonQ shares have dropped 0.9% compared to the industry’s 97.9% surge.
Image Source: Zacks Investment Research
IONQ is trading at a forward 12-month price-to-earnings (P/E) of 45.89X compared with the 5.21X industry average. The stock carries a Value Score of F at present.
Image Source: Zacks Investment Research
Take a look at how estimates for the company’s earnings have been shaping up.
Image Source: Zacks Investment Research
IONQ stock currently carries a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
DoubleVerify ve 2. čtvrtletí utržila 193,8 mil. USD, ale tržby zaostaly za odhady a zisk na akcii 22 centů také nepřekonal konsensus. Firma se zároveň dohodla na převzetí Nielsen za 2,15 mld. USD v all-cash transakci.
Key Takeaways DV's Q2 revenues rose 2.5% to $193.8M, while activation revenues fell 1% to $107.7M.Adjusted EBITDA rose 14.1% to $65.3M, with margin expanding to 34% from 30% a year ago.DoubleVerify agreed to a $2.15B all-cash acquisition by Nielsen, with holders set to get $13.60 a share. DoubleVerify Holdings, Inc. (DV - Free Report) reported second-quarter 2026 non-GAAP earnings of 22 cents per share, which rose 4.8% year over year but fell short of the Zacks Consensus Estimate of 25 cents. Revenues increased 2.5% year over year to $193.8 million but missed the consensus mark of $202 million.
The top line reflected lower activation revenues, partly offset by growth in measurement and supply-side revenues. Adjusted EBITDA rose 14.1% to $65.3 million, while the adjusted EBITDA margin expanded to 34% from 30% a year earlier.
DV's Revenue Mix Shows Uneven GrowthActivation revenues fell 1% year over year to $107.7 million. The business covers the evaluation, verification and measurement of advertising impressions purchased through programmatic demand-side and social media platforms.
Measurement revenues advanced 6% to $66.8 million. This business includes verification and measurement of impressions purchased directly on digital media properties, encompassing publishers, connected TV and social media platforms.
DoubleVerify's Supply-Side Business ExpandsSupply-side revenues increased 13% to $19.3 million. The segment serves platforms and publisher partners that use DoubleVerify's data analytics to evaluate, verify and measure advertising inventory.
For the first six months of 2026, supply-side revenues climbed 12% to $37.8 million. Measurement revenues increased 11% to $128.6 million, while activation revenues rose 2% to $208.2 million, producing total first-half revenue growth of 6% to $374.6 million.
DV Improves Profitability Despite Slower SalesAdjusted EBITDA increased to $65.3 million from $57.3 million a year earlier. Margin expansion to 34% from 30% indicates that profitability improved even as quarterly revenue growth remained modest.
GAAP net income rose to $12.9 million from $8.8 million, while the net income margin improved to 7% from 5%. Operating income increased to $23 million from $13.5 million. Product development expenses declined to $46.4 million from $47.2 million, while sales, marketing and customer support costs decreased to $48.3 million from $50.9 million.
DoubleVerify Keeps Operating Costs in CheckGeneral and administrative expenses declined to $27 million from $29.6 million in the year-ago quarter. Depreciation and amortization, however, increased to $16.7 million from $14.7 million.
Stock-based compensation totaled $25.5 million, down from $27 million a year earlier. Non-GAAP net income increased to $35.1 million from $34.4 million, supporting the year-over-year improvement in adjusted earnings per share.
DV Generates Strong Quarterly Cash FlowNet cash provided by operating activities totaled $76.2 million in the quarter. After $10.5 million of property, plant and equipment purchases, free cash flow was $65.7 million compared with $40.1 million a year ago. Free cash flow conversion improved to 101% from 70%.
DV ended the second quarter with $210.2 million in cash and cash equivalents and no debt outstanding. During the first six months of 2026, it repurchased $100.2 million of shares under authorized repurchase programs, contributing to net cash used in financing activities of $107.4 million.
DoubleVerify Agrees to Be Acquired by NielsenOn Aug. 6, DoubleVerify entered into a definitive agreement to be acquired by Nielsen in an all-cash transaction valued at about $2.15 billion. DV shareholders are set to receive $13.60 per share, representing a 30% premium to the 60-trading-day volume-weighted average price as of Aug. 5, 2026.
The transaction has been unanimously approved by both companies' boards and is expected to close by the end of the fourth quarter of 2026, subject to DoubleVerify shareholder approval, required regulatory clearances and customary closing conditions. Upon completion, DV will become privately held and continue operating under the DoubleVerify name and brand.
In light of the pending transaction, DoubleVerify suspended future earnings and investor calls for the duration of the deal's pendency. The company also withdrew all previously issued financial outlook and guidance while the transaction remains pending. Future updates on the transaction and DoubleVerify's strategic progress will be provided through official press releases and regulatory filings.
DV’s Zacks Rank & Stocks to ConsiderDoubleVerify currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector are Lumentum (LITE - Free Report) , Applied Materials (AMAT - Free Report) and Analog Devices (ADI - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Lumentum have surged 141.5% year to date. The Zacks Consensus Estimate for LITE’s fiscal 2026 earnings is pegged at $8.19 per share, up by 5 cents over the past 30 days, indicating an increase of 297.6% year over year.
Shares of Applied Materials have jumped 109.8% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $12.17 per share, up by 3 cents over the past seven days, suggesting a rise of 29.2% year over year.
Analog Devices shares have rallied 43.8% year to date. The Zacks Consensus Estimate for ADI’s fiscal 2026 earnings is pegged at $12.42 per share, up by 10 cents over the past 30 days, implying an increase of 59.4% year over year.
Susquehanna vidí u ON Semiconductor až 85% potenciál růstu na cílovou cenu 150 USD, zatímco konsenzus je 108,88 USD. Firma ve 2. čtvrtletí překonala odhady tržbami 1,60 miliardy USD a non-GAAP EPS 0,74 USD.
ON Semiconductor (NASDAQ:ON | ON Price Prediction) currently trades at $81.17, while the Wall Street consensus price target sits at $108.88, leaving roughly 34% of implied upside. The Street-high target of Susquehanna Financial Group’s Christopher Rolland carries a $150 target points to roughly 85% of upside from here.
The Arizona-based chipmaker builds power management, analog and sensing silicon for electric vehicles, industrial automation and AI data center power delivery. Wall Street has been paying attention because AI data center revenue is now expected to more than double in 2026, a mix shift that could redefine the company’s growth algorithm after a punishing cyclical trough.
A Semi Selloff Erased the Spring Rally ON shares have fallen 13.46% over the past month and now trade nearly 40% below the 52-week high of $134.92 set in early June, unwinding a monster rally off the 2025 lows.
A broader semiconductor selloff hit the analog and power complex in late July. Concerns included increased competition from China, doubts about the sustainability of AI-related demand, and new U.S. tariffs impacting the supply chain. Skepticism around SiC expansion execution and automotive capacity underutilization layered on top.
The irony: Q2 2026 was a clean beat. Revenue of $1.60 billion grew 9.2% year over year, non-GAAP EPS of $0.74 and free cash flow of $425.4 million grew 300.94% year over year all topped consensus. The market did not care.
Why Susquehanna Sees 85% Upside Rolland’s bull thesis rests on three pillars the market appears to be discounting:
The first is silicon carbide and Treo dominance, with multi-year content-per-vehicle expansion tied to 800V EV powertrains. The second is AI data center power acceleration, where ON’s PMICs, smart power stages and high-efficiency MOSFETs are designed into next-generation server racks including NVIDIA Blackwell and Rubin platforms. The third is industrial and automotive recovery, where fab utilization and long-term supply agreements should provide operating leverage.
Of the 29 analysts covering ON, 1 rates it Strong Buy, 10 rate it Buy, and 18 rate it Hold, with no Sell ratings. The average $108.88 target implies meaningful upside, but the ratings mix flags conviction fatigue after 2025’s brutal cycle.
Management guides Q3 revenue of $1.65 billion to $1.75 billion and non-GAAP EPS of $0.81 to $0.93 with continued margin expansion. Design wins include the NVIDIA MGX ecosystem, a Great Wall platform deal for EliteSiC and silicon MOSFETs, and the Rivian R2. The planned Synaptics acquisition adds connected compute exposure at accretive margins.
The Peer Group Sold Off Together, But ON Fell Hardest The analog and power complex fell as a group, but ON took the deepest hit on a one-month basis. Every close peer sits below its consensus target.
NXP Semiconductors (NASDAQ:NXPI) has dropped 15.54% over the past month to $239.71, against a consensus target of $311.10 for roughly 30% implied upside. Coverage is heavily Buy-tilted at 6 Strong Buy, 17 Buy, 6 Hold and 1 Sell.
Microchip Technology (NASDAQ:MCHP) has held up better, down 0.94% over the past month at $84.69 versus a $111.71 consensus target, implying about 32% upside. Ratings skew Buy at 2 Strong Buy, 17 Buy and 6 Hold.
STMicroelectronics (NYSE:STM) has fallen 18.15% over the past month to $56.10, versus a $71.52 target for roughly 27% upside. Ratings are more balanced at 1 Strong Buy, 7 Buy and 7 Hold.
The largest analyst-implied upside in this peer set sits with ON. The market is treating ON as the highest-beta name in a group already trading below fair value, driven by sentiment rather than company-specific damage.
Where the Numbers Land ON currently trades at $81.17. The consensus target of $108.88 across 29 analysts implies roughly 34% upside; the Susquehanna Street-high of $150 implies roughly 85%.
Year to date, ON is up 49.9%, well ahead of the 13.39% gain in the S&P 500. Over one year, shares are up 70.56%. The 13.46% one-month drop is noise inside the signal.
Shares trade at a forward P/E of 25, elevated for a cyclical semi but reasonable if AI data center revenue truly doubles in 2026.
My Take: Watching the AI Data Center Ramp The bull case strengthens if AI data center revenue delivers on the doubling guide and SiC content per vehicle expands as EV architectures move to 800V. Gross margins would climb toward 40%-plus, operating leverage compounds, and Rolland’s $150 target starts to look conservative.
The bear case gains traction if this becomes a value trap. China competition could compress SiC pricing, tariffs disrupt supply, automotive underutilization drags margins, and the Synaptics deal creates integration risk. Analog and Mixed-Signal declined 2% year over year in Q2, so recovery is uneven.
On balance, lean bullish. The FCF inflection is real, AI data center wins are named customers rather than pipeline, and the Street-wide dislocation looks more like sentiment than fundamentals. Rolland’s 85% call is aggressive, but the consensus 34% upside strikes me as the more defensible base case for patient investors.
Contact [email protected] for any questions or corrections.
Soud ponechal v platnosti klíčová obvinění z podvodu proti Monolithic Power Systems a jejímu vedení. Akcie poté mezi koncem října a začátkem listopadu 2024 spadly o 30 %.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP advises Monolithic Power Systems, Inc. (NASDAQ: MPWR) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the quality and performance of the company's power management integrated circuits and its relationship with a key customer. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.com/monolithic.
On May 6, 2026, U.S. District Judge James L. Robart ruled that key claims in a securities fraud lawsuit against Monolithic Power and its CEO and former CFO will move forward. The lawsuit alleges that between February and November 2024, the company misled investors by claiming it had resolved quality issues with its PMICs and that Nvidia continued to integrate those products into its next-generation systems. These statements allegedly caused Monolithic Power's stock to trade at artificially inflated prices. Judge Robart found the complaint sufficiently alleged that the false and misleading statements about these matters were made either with an intent to defraud or with deliberate recklessness. During this period, company insiders sold over $160 million in stock. When the truth was revealed between late October and early November 2024 that Nvidia had shifted business to competitors amid persistent product quality issues, the stock price fell 30%. We are investigating potential wrongdoing by Monolithic Power's directors and officers in connection with these allegations.
If you own Monolithic Power stock, you may have legal options. Visit https://www.classactionlawyers.com/monolithic to learn more.
About Schubert Jonckheer & Kolbe LLP
Schubert Jonckheer & Kolbe represents consumers in class actions and shareholders in derivative actions against corporate officers and directors. The firm is based in San Francisco and, with the help of co-counsel, litigates cases nationwide.
Contact
Dustin L. Schubert
[email protected]
Tel: 415-788-4220
F5 ve čtvrtletí zvýšila výnosy na 865,08 mil. USD, ale Asie a Tichomoří zaostala s 130,48 mil. USD pod očekáváním analytiků 144,07 mil. USD. EMEA naopak překonala odhad na 256,03 mil. USD.
Did you analyze how F5 Networks (FFIV - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this computer networking company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
Our review of FFIV's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.
The company's total revenue for the quarter amounted to $865.08 million, marking an increase of 10.9% from the year-ago quarter. We will next turn our attention to dissecting FFIV's international revenue to get a clearer picture of how significant its operations are outside its main base.
A Dive into FFIV's International Revenue TrendsAsia Pacific accounted for 15.1% of the company's total revenue during the quarter, translating to $130.48 million. Revenues from this region represented a surprise of -9.43%, with Wall Street analysts collectively expecting $144.07 million. When compared to the preceding quarter and the same quarter in the previous year, Asia Pacific contributed $143.97 million (17.7%) and $147.33 million (18.9%) to the total revenue, respectively.
Other generated $24.58 million in revenues for the company in the last quarter, constituting 2.8% of the total. This represented a surprise of +0.36% compared to the $24.49 million projected by Wall Street analysts. Comparatively, in the previous quarter, Other accounted for $22.55 million (2.8%), and in the year-ago quarter, it contributed $19.88 million (2.6%) to the total revenue.
Of the total revenue, $256.03 million came from Europe, Middle East and Africa during the last fiscal quarter, accounting for 29.6%. This represented a surprise of +7.77% as analysts had expected the region to contribute $237.58 million to the total revenue. In comparison, the region contributed $260.86 million, or 32.1%, and $202.07 million, or 25.9%, to total revenue in the previous and year-ago quarters, respectively.
Anticipated Revenues in Overseas MarketsWall Street analysts expect F5 to report a total revenue of $884.46 million in the current fiscal quarter, which suggests an increase of 9.2% from the prior-year quarter. Revenue shares from Asia Pacific, Other and Europe, Middle East and Africa are predicted to be 16.3%, 2.9%, and 28.1%, corresponding to amounts of $144.13 million, $25.88 million, and $248.8 million, respectively.
For the entire year, the company's total revenue is forecasted to be $3.36 billion, which is an improvement of 9% from the previous year. The revenue contributions from different regions are expected as follows: Asia Pacific will contribute 16.7% ($561.14 million), Other 3% ($99.51 million) and Europe, Middle East and Africa 29.8% ($1 billion) to the total revenue.
Concluding RemarksF5's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.
In an era of growing international interdependencies and escalating geopolitical disputes, Wall Street analysts are vigilant in tracking these trends for businesses with a global reach, in order to refine their predictions of earnings. It should be noted, however, that a multitude of other elements, such as a company's domestic position, also play a significant role in shaping the earnings forecasts.
Here at Zacks, we put a great deal of emphasis on a company's changing earnings outlook, as empirical research has shown that's a powerful force driving a stock's near-term price performance. Quite naturally, the correlation is positive here -- an upward revision in earnings estimates drives the stock price higher.
With an impressive externally audited track record, our proprietary stock rating tool - the Zacks Rank - harnesses the power of earnings estimate revisions and serves as an effective indicator of a stock's near-term price performance.
At present, F5 holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
F5 Networks' Recent Stock Market PerformanceThe stock has witnessed a decline of 7% over the past month versus the Zacks S&P 500 composite's an increase of 3.4%. In the same interval, the Zacks Computer and Technology sector, to which F5 belongs, has registered an increase of 2.8%. Over the past three months, the company's shares saw an increase of 10.4%, while the S&P 500 increased by 6%. In comparison, the sector experienced an increase of 3% during this timeframe.
Federated Hermes Premier Municipal Income Fund (NYSE: FMN) vyhlásil dividendu 0,0450 USD na akcii, beze změny oproti předchozímu měsíci. Datum ex-dividend i rozhodné datum je 21. srpna 2026, výplata připadne na 1. září 2026.
, /PRNewswire/ -- Federated Hermes Premier Municipal Income Fund (NYSE: FMN) has declared a dividend. The fund seeks to provide investors with current dividend income that is exempt from regular federal income tax. In addition, this fund features income exempt from the federal alternative minimum tax (AMT).
Tax-Free Dividend Per Share
Record Date:
Aug. 21, 2026
Ex-Dividend Date:
Aug. 21, 2026
Payable Date:
Sept. 1, 2026
Amount
Change From Previous Month
$0.0450
$0.0000
Investors can view additional portfolio information in the Products section of FederatedHermes.com/us.
Federated Hermes, Inc. (NYSE: FHI) is a global leader in active, responsible investment management, with $911.6 billion in assets under management, as of June 30, 2026. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,200 employees in London, New York, Boston and offices worldwide. For more information, visit FederatedHermes.com/us.
Na Primoris Services Corporation byla podána hromadná žaloba kvůli údajnému klamání investorů ohledně schopností řízení projektů. Firma zároveň uvedla, že tržby jejího obnovitelného byznysu v roce 2026 klesnou o 30 % na 900 milionů USD.
, /PRNewswire/ -- Hagens Berman Sobol Shapiro LLP alerts investors in Primoris Services Corporation (NYSE: PRIM) that securities class action lawsuit has been filed against the Company and certain current and former executives who are alleged to have misled investors about the company's project management capabilities. It seeks to represent investors who purchased or otherwise acquired shares of Primoris common stock between August 5, 2025 and June 22, 2026.
The lawsuit follows a second massive selloff in Primoris shares in six weeks – this time on June 23, 2026, when shares cratered another $23.29 (-21%). The first occurred on May 6, 2026, when Primoris shares crashed $101.69 (-50%). Both were triggered by surprise revelations of Primoris' project management problems.
The disclosures' toll was to erase well over $6 billion from Primoris' market capitalization between May 5, 2026 and June 23, 2026.
National shareholders rights firm Hagens Berman continues its investigation into claims that Primoris and the other Defendants violated the federal securities laws and encourages investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.
Class Period: Aug. 5, 2025 – June 22, 2026
Lead Plaintiff Deadline: Sept. 21, 2026
Visit: www.hbsslaw.com/investor-fraud/prim
Contact the Firm Now: [email protected]
844-916-0895
Primoris Services Corporation (PRIM) Securities Class Action:
During the Class Period, defendants repeatedly assured investors that Primoris maintained "disciplined bidding," "well-developed estimating processes," effective project controls, and reliable forecasting that enabled it to accurately price and execute fixed-price renewable energy projects, "manage risk," and reliably forecast revenues, margins, and earnings.
The complaint alleges that, in contrast to these assurances (and unknown to investors), the Defendants did not disclose that Primoris' estimating, cost-to-complete forecasting, and project oversight processes were woefully deficient. As a result, the company systematically underestimated project costs and risks on multiple significant renewable energy projects.
Investors learned the truth through a series of partial disclosures:
First, in February 2026, Primoris management attributed lower gross margins to "unexpectedly higher costs" at certain renewables projects, citing difficult soil and rock conditions that required additional labor and equipment. While management later downplayed the issue as being isolated to a single project—expressing confidence in their remedial measures—they simultaneously touted the company's ability to "accelerate project timelines" for 2026.
Second, on May 5, 2026, the market's confidence in Primoris' remedial measures was shattered when the company released its Q1 2026 financial results and revealed a staggering decline in the core Energy segment, with year-over-year revenues falling by $152.9 million (13.8%) and gross profits plunging by nearly 40%.
CEO Koti Vadlamudi admitted the next day during the May 6 earnings call that Primoris' financial results were battered by cost pressures across multiple solar projects. Moving beyond the "rock and soil" reason used just months prior, Vadlamudi cited a litany of execution-related factors as the cause of the margin collapse:
Project Redesigns: Costly changes to existing plans. Labor Issues: Inability to manage specific workforce demands. Sequencing Errors: Failures in project management and timing. Weather Disruptions: Further complicating already delayed timelines. Finally, after the markets closed on June 22, 2026, Primoris shocked investors when it announced that "[a]dditional challenges and cost overruns were identified as a result of continued progress on projects in the Company's Renewables business." Importantly, as a result of ongoing problems in six projects and additional challenges, Primoris said its 2026 renewables business revenues would decline 30% ($900 million) from the $3 billion revenues reported for 2025.
"We're focused on when Primoris' management learned of the full scope of the company's renewables problems, including the apparent inadequacy of remediation measures," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Primoris 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 firm's Primoris investigation, read more »
Whistleblowers: Persons with non-public information regarding Primoris 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.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Encompass Health zahájila soukromou nabídku dodatečných seniorních dluhopisů za 100 milionů USD se splatností v roce 2034 a výtěžek použije na splacení revolvingového úvěru.
, /PRNewswire/ -- Encompass Health Corp. (NYSE: EHC) today announced it has commenced a private offering of an additional $100 million in aggregate principal amount of 5.875% senior notes maturing in 2034 (the "Additional Notes"), subject to market and other conditions. The Additional Notes will constitute a reopening of the Company's 5.875% senior notes maturing in 2034 originally issued in May 2026 (the "Existing Notes") and will be treated as the same class as, and will have the same terms (other than the date of issuance and the offering price) as, the Existing Notes. The Additional Notes will be jointly and severally guaranteed on a senior unsecured basis by all of the Company's existing and future subsidiaries that guarantee borrowings under the Company's credit agreement and other capital markets debt.
The Company intends to use the net proceeds from the offering of the Additional Notes, together with cash on hand, to repay outstanding amounts under the Company's senior secured revolving credit facility.
The Additional Notes will be offered in the United States only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), and to certain non-U.S. persons in transactions outside the United States pursuant to Regulation S under the Securities Act. The offer and any sale of the Additional Notes and the related guarantees have not been and will not be registered under the Securities Act or any state securities laws, and the Additional Notes may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and applicable state securities laws.
This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security and does not constitute an offer, solicitation or sale of any security in any jurisdiction in which such offer, solicitation or sale would be unlawful.
About Encompass Health
Encompass Health (NYSE: EHC) is the largest owner and operator of inpatient rehabilitation hospitals in the United States. With a national footprint that includes 176 hospitals in 39 states and Puerto Rico, the Company provides high-quality, compassionate rehabilitative care for patients recovering from a major injury or illness, using advanced technology and innovative treatments to maximize recovery. Encompass Health is recognized by Newsweek as America's Most Awarded Leader in Inpatient Rehabilitation and is ranked among Fortune's World's Most Admired Companies™ and Forbes' America's Best Companies. It is also recognized by Becker's Healthcare and Modern Healthcare as a top healthcare employer. For more information, visit encompasshealth.com, or follow us on our newsroom, X, Instagram and Facebook.
Forward-looking statements
Statements contained in this press release which are not historical facts, such as the likelihood, timing and effects of the completion of the private offering of the Additional Notes, are forward-looking statements. In addition, Encompass Health, through its senior management, may from time to time make forward-looking public statements concerning the matters described herein. All such estimates, projections, and forward-looking information speak only as of the date hereof, and Encompass Health undertakes no duty to publicly update or revise such forward-looking information, whether as a result of new information, future events, or otherwise. Such forward-looking statements are necessarily estimates based upon current information and involve a number of risks and uncertainties. Actual events or results may differ materially from those anticipated in these forward-looking statements as a result of a variety of factors. While it is impossible to identify all such factors, factors which could cause actual events or results to differ materially from those estimated by Encompass Health include, but are not limited to, Encompass Health's ability to complete the offering of the Additional Notes on the terms described or at all; potential disruptions, breaches, or other incidents affecting the proper operation, availability, or security of Encompass Health's information systems, including unauthorized access to or theft of patient, business associate, or other sensitive information; changes, delays in (including in connection with resolution of Medicare payment reviews or appeals), or suspension of reimbursement for Encompass Health's services by governmental or private payors; a significant disruption in the capital markets or economy; and other factors which may be identified from time to time in Encompass Health's SEC filings and other public announcements, including its Form 10-K for the year ended Dec. 31, 2025 and Forms 10-Q for the quarters ended March 31, 2026 and June 30, 2026.
Media contact:
Polly Manuel | 205-970-5912
[email protected]
Investor relations contact:
Mark Miller | 205-970-5860
[email protected]
Choice Hotels otevřela dvě nová Cambria Hotels v Euless v Texasu a v Bend v Oregonu, čímž rozšířila portfolio vyšší třídy na více než 75 hotelů v USA. Síť má přes 50 dalších projektů v přípravě.
New hotels in Euless, Texas and Bend, Oregon expand the brand's footprint in high-demand destinations as the company's upscale momentum continues
, /PRNewswire/ -- Cambria® Hotels, an upscale brand of Choice Hotels International, Inc. (NYSE: CHH), continues to grow its footprint with the opening of two thoughtfully designed hotels in sought-after destinations across the country: Cambria Hotel Euless – DFW Airport South in Texas and Cambria Hotel Bend – Mt. Bachelor in Oregon. The new properties further strengthen Cambria's presence in key leisure and business travel markets, bringing the brand's upscale hospitality experience to two high-demand destinations.
Cambria Hotel Bend - Mt. Bachelor exterior
Cambria Hotel Bend - Mt. Bachelor courtyard
Cambria Hotel Bend - Mt. Bachelor fitness center
Cambria Hotel Bend - Mt. Bachelor bathroom
Cambria Hotel Bend - Mt. Bachelor bar
Cambria Hotel Euless - DFW Airport South bar
Cambria Hotel Euless - DFW Airport South bar
Cambria Hotel Euless - DFW Airport South fitness center
Cambria Hotel Euless - DFW Airport South bed
Cambria Hotel Euless - DFW Airport South bathroom
Cambria Hotel Euless - DFW Airport South exterior
Cambria Hotel Bend - Mt. Bachelor bed
Designed for modern upscale travelers, Cambria Hotels offers guests a distinct sense of place through design-forward accommodations, flexible food and beverage offerings, and experiences that reflect the surrounding community. These new properties further the Cambria brand's expansion into dynamic markets where business, leisure, and lifestyle travel intersect.
"Cambria has always been about creating a true sense of place for our guests, and that strong foundation continues to translate into meaningful growth," said Indy Adenaw, Senior Vice President, Upscale Segment, Choice Hotels International. "We're excited to welcome travelers to these outstanding new properties in Bend and the Dallas-Fort Worth region, two destinations that exemplify the kind of vibrant markets where Cambria thrives. These openings reflect the dedication of our owners, developers, and teams, whose commitment helps us deliver memorable experiences that today's upscale travelers seek while continuing to strengthen Choice Hotels International's upscale portfolio."
The two openings contribute to the expansion of Choice Hotels' upscale portfolio with more than 75 hotels open across the United States and more than 50 properties in the pipeline, representing a presence in approximately 75% of the top 25 U.S. markets. Upcoming openings are expected in key destinations including Boston; Colorado Springs, Colo.; Jacksonville, Fla.; and the brand's first hotel in Canada, further extending Cambria's presence in strategic markets across North America.
Cambria Hotels plays an important role in Choice Hotels International's broader upscale and upper upscale strategy. Through a portfolio that includes Cambria Hotels, Ascend Collection, Radisson, Radisson Blu, and Radisson Individuals, Choice Hotels is offering owners and developers a compelling suite of brands designed to compete in some of the industry's most sought-after segments. Together, these brands help meet the rising demand for distinctive, experience-driven accommodations while creating additional opportunities for owners to benefit from Choice Hotels' powerful distribution platform, industry-leading franchisee support, and award-winning rewards program, Choice Privileges®.
Choice Hotels continues to expand its upscale footprint in response to evolving traveler preferences and demand for distinctive hospitality experiences. Across leisure destinations, major metropolitan areas, and fast-growing business hubs, the company's upscale brands are strategically positioned to create value for owners while delivering memorable stays for guests.
"Cambria's growth is driven by a disciplined approach that creates long-term value for owners while expanding the brand in markets with strong demand," said Mark Shalala, Senior Vice President, Development, Upscale Brands, Choice Hotels International. "The openings in Oregon and Texas reflect our focus on strategic destinations that strengthen Cambria's presence and support the continued growth of Choice Hotels' upscale portfolio."
Cambria Hotel Euless – DFW Airport South
Conveniently located in the heart of the Dallas-Fort Worth Metroplex, the Cambria Hotel Euless – DFW Airport South delivers upscale accommodations and seamless access to one of the nation's busiest transportation hubs. The property features 107 design-forward guestrooms and suites, an on-site restaurant and bar serving locally inspired fare, and complimentary airport transportation, offering travelers a convenient and elevated stay experience just minutes from Dallas Fort Worth International Airport. Guests can also enjoy modern meeting facilities and easy access to major attractions throughout the region.
The hotel's location provides convenient access to AT&T Stadium, historic downtown Grapevine, and numerous entertainment, dining, and business destinations throughout North Texas. Positioned in one of the country's fastest-growing metropolitan areas, the hotel reflects Cambria's commitment to delivering upscale accommodations that blend thoughtful design, local character, and convenience for both business and leisure travelers.
Cambria Hotel Bend – Mt. Bachelor
Located in the heart of Central Oregon, the Cambria Hotel Bend – Mt. Bachelor offers guests convenient access to the region's renowned outdoor recreation, thriving food and beverage scene, and cultural attractions. Situated near the Old Mill District and Downtown Bend, the hotel features 131 design-forward guestrooms and suites, an on-site restaurant and bar, and inviting outdoor gathering spaces complete with a fire pit and cornhole, while placing travelers just minutes from top destinations including the Deschutes River, Hayden Homes Amphitheater, and Mount Bachelor.
Bend has emerged as one of the Pacific Northwest's premier outdoor destinations, attracting residents and visitors alike with its natural beauty, year-round recreation, and vibrant downtown. In addition to world-class skiing and mountain biking at nearby Mount Bachelor, the city is home to one of the nation's most celebrated craft beer scenes and has experienced significant population growth in recent years. Conveniently located near local dining, shopping, and entertainment, the hotel reflects Cambria's commitment to delivering elevated, locally inspired experiences in destinations travelers are eager to explore.
Cambria hotels participate in Choice Privileges®, the award-winning hotel rewards program, which recently launched an all-new rewards experience enabling members to earn more rewards more frequently, achieve Elite status faster, and access exclusive benefits designed to help get the most from every stay. Members can earn and redeem points for reward nights at Cambria hotels, as well as at more than 7,000 properties across a diverse portfolio of brands in 46 countries and territories.
About Choice Hotels®
Choice Hotels International, Inc. (NYSE: CHH) is one of the largest lodging franchisors in the world. The challenger in upscale and a leader in midscale and extended stay, Choice® has over 7,500 hotels, representing more than 660,000 rooms, in 49 countries and territories. A diverse portfolio of 22 brands that range from full-service upper upscale properties to midscale, extended stay and economy enables Choice® to meet travelers' needs in more places and for more occasions while driving more value for franchise owners and shareholders. The award-winning Choice Privileges® rewards program and co-brand credit card options provide members with a fast and easy way to earn reward nights and personalized perks. For more information, visit choicehotels.com.
About Cambria® Hotels: Going Places™
The Cambria Hotels brand is designed for the modern traveler, offering guests a distinct experience with simple, guilt-free indulgences allowing them to treat themselves while on the road. Cambria properties feature compelling design inspired by the location, spacious and comfortable rooms, flexible meeting spaces, enhanced beverage options and small plates with flavors inspired by the destination. Cambria Hotels is rapidly expanding in major U.S. cities, with more than 75 hotels open in locations like Chicago, New York, Los Angeles, Washington, D.C., Nashville, and Phoenix. To learn more, visit www.choicehotels.com/cambria.
Forward-Looking Statements
This press release includes "forward-looking statements" about future events, including anticipated hotel openings, development pipeline growth, and brand expansion. Such statements are subject to numerous risks and uncertainties, including changes in economic conditions, travel demand, development timelines, and other factors discussed in Choice Hotels International's filings with the Securities and Exchange Commission. Actual results may differ materially from those expressed or implied in these forward-looking statements, and Choice undertakes no obligation to update them.
Addendum
This is not an offering. No offer or sale of a franchise will be made except by a Franchise Disclosure Document first filed and registered with applicable state authorities. A copy of the Franchise Disclosure Document can be obtained through contacting Choice Hotels International at 915 Meeting Street, Suite 600, North Bethesda, MD 20852, or by email at [email protected].
Onto Innovation ve čtvrtletí zvýšila tržby na 343,13 milionu USD, meziročně o 35,3 %. Tahounem byly Jižní Korea a Tchaj-wan, zatímco Japonsko výrazně zaostalo za odhady.
Have you looked into how Onto Innovation (ONTO - Free Report) performed internationally during the quarter ending June 2026? Considering the widespread global presence of this maker of semiconductor manufacturing equipment, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.
In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
While analyzing ONTO's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.
The company's total revenue for the quarter amounted to $343.13 million, marking an increase of 35.3% from the year-ago quarter. We will next turn our attention to dissecting ONTO's international revenue to get a clearer picture of how significant its operations are outside its main base.
A Closer Look at ONTO's Revenue Streams AbroadTaiwan generated $106.41 million in revenues for the company in the last quarter, constituting 31% of the total. This represented a surprise of +5.07% compared to the $101.27 million projected by Wall Street analysts. Comparatively, in the previous quarter, Taiwan accounted for $84.96 million (29.1%), and in the year-ago quarter, it contributed $65.62 million (25.9%) to the total revenue.
During the quarter, Southeast Asia contributed $11.25 million in revenue, making up 3.3% of the total revenue. When compared to the consensus estimate of $23.53 million, this meant a surprise of -52.18%. Looking back, Southeast Asia contributed $16.7 million, or 5.7%, in the previous quarter, and $13.82 million, or 5.5%, in the same quarter of the previous year.
Europe accounted for 4.8% of the company's total revenue during the quarter, translating to $16.31 million. Revenues from this region represented a surprise of -6.34%, with Wall Street analysts collectively expecting $17.41 million. When compared to the preceding quarter and the same quarter in the previous year, Europe contributed $16.55 million (5.7%) and $12.85 million (5.1%) to the total revenue, respectively.
Of the total revenue, $9.48 million came from Japan during the last fiscal quarter, accounting for 2.8%. This represented a surprise of -71.08% as analysts had expected the region to contribute $32.78 million to the total revenue. In comparison, the region contributed $160.88 million, or 55.1%, and $33.77 million, or 13.3%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, South Korea contributed $100.61 million in revenue, making up 29.3% of the total revenue. When compared to the consensus estimate of $81.15 million, this meant a surprise of +23.99%. Looking back, South Korea contributed $69.84 million, or 23.9%, in the previous quarter, and $82.65 million, or 32.6%, in the same quarter of the previous year.
Revenue Projections for Overseas MarketsThe current fiscal quarter's total revenue for Onto Innovation, as projected by Wall Street analysts, is expected to reach $346.37 million, reflecting an increase of 58.8% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Taiwan is anticipated to contribute 30.3% or $105 million, Southeast Asia 7.2% or $25.05 millionEurope 5.1% or $17.7 millionJapan 9.5% or $32.74 million and South Korea 25% or $86.41 million.
For the full year, the company is expected to generate $1.41 billion in total revenue, up 39.8% from the previous year. Revenues from Taiwan, Southeast Asia, Europe, Japan and South Korea are expected to constitute 28.7% ($403.23 million), 6.4% ($89.16 million)5% ($70.54 million)8.4% ($117.79 million) and 23.5% ($329.65 million) of the total, respectively.
Concluding RemarksThe dependency of Onto Innovation on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.
Onto Innovation, bearing a Zacks Rank #3 (Hold), is expected to mirror the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Examining the Latest Trends in Onto Innovation's Stock ValueOver the preceding four weeks, the stock's value has diminished by 4.1%, against an upturn of 3.4% in the Zacks S&P 500 composite. In parallel, the Zacks Computer and Technology sector, which counts Onto Innovation among its entities, has appreciated by 2.8%. Over the past three months, the company's shares have seen an increase of 13.4% versus the S&P 500's 6% increase. The sector overall has witnessed an increase of 3% over the same period.
Akcie Archer Aviation v pondělí po oznámení akvizice Wisk Aero, Insitu a SkyGrid od Boeingu vyskočily téměř o 20 %. Dohoda rozšiřuje záběr Archeru z eVTOL taxíků i do autonomního létání, dronů a řízení vzdušného prostoru.
Archer Aviation ACHR shares surged nearly 20% on Monday after the announcement that the electric air taxi maker would acquire Boeing’s autonomous aviation unit Wisk Aero, along with drone business Insitu and airspace technology provider SkyGrid.
The all-stock transaction will leave Boeing with a nearly 20% stake in the combined company while also giving the aerospace giant continued access to Wisk’s autonomous flight technology through a long-term collaboration agreement.
The deal marks one of the biggest consolidations in the emerging electric vertical takeoff and landing (eVTOL) industry, as companies race to commercialize urban air mobility and autonomous aviation technologies.
The acquisition significantly broadens Archer’s business beyond commercial electric air taxis.
Last month, it also unveiled a new autonomous aircraft platform developed jointly with defense technology company Anduril Industries.
Besides Wisk’s autonomous flight platform, Archer will add Insitu’s military-grade unmanned aircraft systems and SkyGrid’s airspace management capabilities, helping the company strengthen both its commercial aviation and defense businesses.
The companies said the combination would create an integrated platform spanning autonomous flight, artificial intelligence, drones and air traffic management.
"Wisk, SkyGrid and Insitu have pioneered and incubated core autonomous flight technologies for the future that, in combination with Archer’s air taxi, UAS and AI technologies, will bring new and innovative solutions to the market," the companies said in a joint statement.
According to the statement, the three businesses together bring nearly two million combined flight hours, creating what Archer described as a strong foundation for its ZEE artificial intelligence platform.
"These companies, with nearly two million combined flight hours, are expected to bring a deep autonomy foundation to Archer’s ZEE artificial intelligence platform. This positions Archer to deliver an end-to-end physical AI platform across commercial aerospace, defense and air traffic management that can lead the next generation of aviation," the statement added.
Archer founder and chief executive Adam Goldstein described the acquisition as transformational.
"This is a watershed moment for Archer and the future of physical AI in aerospace and defense. This is the next big step forward in becoming a diversified platform, rapidly growing our revenue base and bringing scale to our business," Goldstein said.
For Boeing, the transaction fits into chief executive Kelly Ortberg’s strategy of simplifying the company and concentrating resources on its commercial aircraft, defense and space businesses.
Under the agreement, Boeing will not only receive nearly one-fifth ownership in Archer but will also gain the right to purchase up to $200 million worth of Archer shares over the coming years at predetermined prices.
The aerospace manufacturer will also secure a seat on Archer’s board while retaining access to Wisk’s autonomous flight technology for future commercial and military aircraft through a technology-sharing agreement.
Brian Yutko, Boeing vice president and former chief executive of Wisk, said the partnership would benefit both companies.
"This transaction is a win-win for Boeing and Archer," Yutko said.
"Having worked with the incredible teams in these companies firsthand, it’s clear this transaction will create an industry leader in the advanced aviation market."
Since assuming the role of chief executive in August 2024, Ortberg has repeatedly emphasized the need to simplify Boeing’s structure after years of operational and financial challenges.
Just months after taking charge, he outlined the company’s restructuring priorities.
"We need to reset priorities and create a leaner, more focused organization," Ortberg said in October 2024.
The agreement also marks a dramatic turnaround in the relationship between Archer and Wisk.
The two companies were locked in a high-profile legal dispute in which Wisk accused Archer of stealing proprietary information.
That conflict ended in 2023 after both firms reached a settlement, with Boeing making an undisclosed investment in Archer as part of the agreement.
Wisk itself was established in 2019 through a partnership between Boeing and Kitty Hawk, the aviation startup backed by Google co-founder Larry Page.
Since then, Wisk has focused on developing autonomous eVTOL aircraft, while Archer has concentrated on piloted electric air taxis.
Archer is targeting commercial eVTOL operations by late this year or early next year, making autonomous flight capabilities increasingly valuable as regulators gradually move toward approving pilotless aircraft.
The addition of Wisk, SkyGrid and Insitu gives Archer technologies covering aircraft autonomy, drone operations and airspace management, potentially positioning the company as a broader advanced aviation platform rather than solely an urban air taxi developer.
For Boeing, the transaction allows it to reduce exposure to non-core businesses while maintaining a strategic interest in autonomous aviation through its investment in Archer and continued access to Wisk’s technology.
The deal reflects a growing convergence between commercial aviation, defense systems, artificial intelligence and autonomous flight, areas that many industry executives expect to define the next phase of aerospace innovation.
N-able (NABL - Free Report) came out with quarterly earnings of $0.1 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.
A quarter ago, it was expected that this provider of cloud-based software services would post earnings of $0.09 per share when it actually produced earnings of $0.09, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
N-able, which belongs to the Zacks Technology Services industry, posted revenues of $138.22 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.11%. This compares to year-ago revenues of $131.25 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
N-able shares have lost about 33.3% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for N-able?While N-able has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for N-able was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.12 on $141.95 million in revenues for the coming quarter and $0.42 on $556.82 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
NextNav Inc. (NN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of +46.7%. The consensus EPS estimate for the quarter has been revised 12% higher over the last 30 days to the current level.
NextNav Inc.'s revenues are expected to be $0.9 million, down 25% from the year-ago quarter.
Kaplan Fox vyšetřuje GoDaddy kvůli možným porušením federálních zákonů o cenných papírech po oznámení zavedení promoční ceny pro domény .com s jednoletou lhůtou. Akcie po této zprávě v následující obchodní den klesly o 13,18 USD na akcii na 79,12 USD.
New York, New York--(Newsfile Corp. - August 10, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against GoDaddy Inc. (NYSE: GDDY) ("GoDaddy" or the "Company").
CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION
If you are a GoDaddy investor and have suffered losses, or if you have information that could assist in the GoDaddy investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
On February 24, 2026, after markets closed, GoDaddy reported fourth quarter and full year 2025 financial results. During the Company earnings call to discuss the results, GoDaddy disclosed the "introduc[tion] [of] a promotional price for dotcom domains with a one year term" in the fourth quarter. Further, GoDaddy's Chief Financial Officer stated "the demand for this offer was greater than [the Company] expected and the shift in term mix combined with the promotional price reduced upfront bookings and near-term revenue." The Company "also anticipate[s] a modest impact on reported revenue growth rates for the year in both Core Platform and A&C segments as the promotional price is allocated to all products included in the initial purchase."
The first trading day following this news, the price of GoDaddy stock fell $13.18 per share, over 14%, to close at $79.12 per share on February 25, 2026.
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Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
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Surgery Partners (SGRY - Free Report) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +400.00%. A quarter ago, it was expected that this surgical facilities operator would post a loss of $0.15 per share when it actually produced a loss of $0.03, delivering a surprise of +80%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Surgery Partners, which belongs to the Zacks Medical Services industry, posted revenues of $848.9 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.62%. This compares to year-ago revenues of $826.2 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Surgery Partners shares have added about 0.5% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Surgery Partners?While Surgery Partners has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Surgery Partners was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.06 on $851.78 million in revenues for the coming quarter and $0.36 on $3.41 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Services is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Auna S.A. (AUNA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 18.
This company is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of -21.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Auna S.A.'s revenues are expected to be $350.52 million, up 13.4% from the year-ago quarter.
MPLX zvýšila výhled růstových kapitálových výdajů na rok 2026 o 500 milionů USD na 2,9 miliardy USD, přičemž více než 90 % míří do infrastruktury pro plyn a NGL. Nové projekty mají podpořit druhou polovinu roku a růst upravené EBITDA o střední jednociferné procento.
Key Takeaways MPLX raised 2026 growth capital spending to $2.9 billion, with over 90% targeting gas and NGL infrastructure.New projects should strengthen second-half results and support mid-single-digit adjusted EBITDA growth.MPLX's 3.7X leverage and premium valuation leave less room for project delays or slower cash-flow growth. MPLX LP (MPLX - Free Report) is expanding its natural gas and natural gas liquids (NGLs) infrastructure while continuing to generate durable cash flow and increase distributions. The growth runway is visible, but so are the demands created by a larger capital program.
For investors, the trade-off is increasingly about execution. Higher leverage, rising financing costs and a valuation near the top of MPLX's historical range leave less room for project delays or slower cash-flow growth.
MPLX Growth Spending Raises the StakesMPLX raised its 2026 growth capital outlook by $500 million to $2.9 billion, mainly because it accelerated spending on Gulf Coast fractionation. More than 90% of organic growth capital is directed toward natural gas and NGL infrastructure.
The spending reflects a broader midstream push to add capacity around rising gas demand. Kinder Morgan, Inc. (KMI - Free Report) has a $10.1 billion committed growth project backlog, while The Williams Companies, Inc. (WMB - Free Report) is advancing projects such as the Northeast Supply Enhancement expansion of its Transco system. For MPLX, the larger program raises the importance of keeping construction schedules and returns on track.
MPLX Balances Growth Ambitions With Capital DisciplineMPLX’s 2026 strategy centers on mid-single-digit growth, supported by expanding integrated value chains, a larger sour gas treating platform and its substantial Marcellus footprint. The partnership also remains committed to capital returns through distribution growth and buybacks, reinforcing the durability of its cash flows. However, sustaining these returns while funding a larger project slate keeps capital discipline and financial flexibility in focus.
Image Source: Zacks Investment Research
MPLX Projects Could Lift Cash FlowSecretariat I entered service in April, while Harmon Creek III began operations in August. The BANGL pipeline expansion, Blackcomb pipeline and Titan sour gas treating expansion are expected to enter service in the fourth quarter, adding processing, takeaway and treating capacity.
These additions are expected to support a stronger second half. Management continues to target mid-single-digit adjusted EBITDA growth in 2026, with the sequencing and ramp-up of projects positioning MPLX for stronger adjusted EBITDA growth in 2027.
MPLX Leverage Narrows Financial FlexibilityMPLX ended the second quarter with about $25.64 billion of total debt and a leverage ratio of 3.7X, up from 3.1X a year earlier. Net interest and other financial costs increased to $289 million from $234 million.
Cash generation remains meaningful, with second-quarter distributable cash flow of $1.45 billion. Still, distribution coverage was 1.3X versus 1.5X a year earlier, so timely project contributions matter more as capital spending and financing costs rise.
MPLX Earnings Outlook Points to a 2027 RecoveryThe Zacks Consensus Estimate calls for MPLX’s 2026 earnings to decline 11.4% year over year to $4.27 per unit, reflecting near-term earnings pressure as capital spending remains elevated. Third-quarter earnings are projected at $1.13 per unit, down 25.7% from the year-ago period, while the fourth-quarter estimate of $1.16 implies a modest 0.9% decline. For 2027, however, earnings are expected to rebound 10.2% to $4.71 per unit, suggesting that cash-flow contributions from new projects could become more visible as the investment cycle progresses.
Image Source: Zacks Investment Research
MPLX Valuation Leaves Less Room for ErrorMPLX trades at 13.4X forward 12-month earnings, close to its five-year high of 13.4X and above its five-year median of 10.1X. That premium to its own history increases the importance of delivering the expected growth from new infrastructure.
The valuation is supported by expanding gas and NGL operations and a 7.3% dividend yield, but it also reduces the cushion if project ramps disappoint or higher financing requirements pressure financial flexibility.
MPLX Signals Favor Patience Over ChasingThe balance of visible project growth and higher capital demands supports a measured view on MPLX. The partnership has multiple assets moving into service and continues to target distribution growth, but leverage, coverage and valuation make execution increasingly important.
MPLX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Its Momentum Score of A is favorable, but a Value Score of C, Growth Score of D and VGM Score of D show a less supportive mix across other investment styles. The combination argues for patience rather than chasing the units after their recent gains.
Outdoor Holding Company (POWW - Free Report) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +200.00%. A quarter ago, it was expected that this company would post a loss of $0.02 per share when it actually produced a loss of $0.03, delivering a surprise of -50%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Outdoor Holding Company, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $14.48 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 12.25%. This compares to year-ago revenues of $11.86 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Outdoor Holding Company shares have added about 24.6% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Outdoor Holding Company?While Outdoor Holding Company has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Outdoor Holding Company was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.01 on $12.4 million in revenues for the coming quarter and -$0.01 on $54.1 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Heico Corporation (HEI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.
This company is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of +19.1%. The consensus EPS estimate for the quarter has been revised 1.1% higher over the last 30 days to the current level.
Heico Corporation's revenues are expected to be $1.34 billion, up 17% from the year-ago quarter.
Nebius Group N.V. zveřejní ve středu výsledky za 2. čtvrtletí; trh očekává ztrátu 68 centů na akcii a tržby 572,75 milionu USD. Akcie jsou zároveň 30,2 % nad 200denním klouzavým průměrem.
Nebius Group N.V. (NASDAQ:NBIS) shares are in the spotlight Monday ahead of the company’s second-quarter earnings release scheduled for Wednesday.
Nebius shares are showing limited movement. What’s ahead for NBIS stock? Earnings Preview & HistoryNebius is expected to report a loss of 68 cents per share along with revenue of $572.75 million. For the prior quarter, the company reported revenue of $399.0 million, beating the consensus estimate of $371.40 million. EPS came in at a loss of 33 cents, beating the consensus estimate of a 77-cent loss.
What to WatchInvestors will be closely tracking infrastructure expansion updates, including progress on GPU deployments and construction at Nebius’ 1.2-gigawatt AI factory in Pennsylvania, after the company raised its 2026 capital expenditure target to a range of $20 billion to $25 billion.
Margin trajectory will also be in focus, as adjusted EBITDA improved to $129.5 million in the first quarter from a $53.7 million loss a year earlier, with management’s forward commentary on profitability likely to carry significant weight. Commentary on new customer agreements and contracted power capacity — which stood at more than 3.5 gigawatts entering the quarter — should provide additional signals on whether demand for AI infrastructure remains strong enough to sustain the company’s growth trajectory.
Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $225.00. Recent analyst moves include:
DA Davidson: Neutral (Lowers Target to $175.00) (Aug. 7) Citigroup: Buy (Lowers Target to $278.00) (Aug. 5) Piper Sandler: Initiated with Neutral (Target $224.00) (Aug. 3) Below Short-Term Averages, Above the 200-DayNebius is trading below its shorter-term trend lines, sitting 4.3% under the 20-day SMA ($194.99) and 16.5% under the 50-day SMA ($223.54), which keeps the near-term tape tilted cautious. At the same time, it’s still 30.2% above the 200-day SMA ($143.37), so the longer-term uptrend hasn’t been broken—this is more of a pullback inside a bigger trend.
RSI is the cleaner momentum read right now: at 45.87, it’s in neutral territory, suggesting the stock isn’t stretched enough to force a snapback, but also isn’t showing strong upside momentum. In plain terms, RSI helps gauge whether buying or selling pressure is getting "overdone," and this reading points to a market still deciding direction.
The moving-average structure also shows a split: the 20-day SMA is below the 50-day SMA (a bearish short-term crossover), while the 50-day SMA remains above the 200-day SMA (a bullish longer-term backdrop). On the timeline, the stock peaked in June (also the 52-week high month) and put in a swing low in July, which frames the current zone as a post-peak consolidation rather than a fresh breakout attempt.
Key Support: $164.50 — a nearby pivot area where buyers previously stepped in, and a level traders may watch closely if selling pressure builds into earnings
Read Next
Nebius Shares Edge LowerNBIS Price Action: At the time of publication, Nebius shares are trading 0.24% lower at $188.42, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Rally společnosti Rigetti Computing táhne dohoda s americkým ministerstvem obchodu o až 100 mil. USD z CHIPS Act a plán investovat až 100 mil. USD ve Spojeném království do kvantového počítače s více než 1 000 qubity.
Rigetti Computing (RGTI +1.44%) stock has been on a tear, and the rally is not random trading noise. It is being fueled by a string of company announcements that, taken together, make Rigetti look less like a tiny lab project and more like an emerging strategic asset in government-backed quantum infrastructure. The excitement is understandable, even if the risk is still very real.
A CHIPS Act endorsement that changes the narrative The turning point was Rigetti's announcement on May 21 that it had signed a letter of intent with the U.S. Department of Commerce for an award of up to $100 million over three years under the CHIPS and Science Act. That money is earmarked for superconducting quantum computing research and development, aimed at tackling the hard engineering problems of scaling multi-chip quantum processors.
Image source: Getty Images.
Under the letter of intent, the Department of Commerce would receive an equity stake in Rigetti equal to the funding amount, issued at an implied price based on the lowest closing share price around the key dates, discounted by 15%. In plain language, the U.S. government is prepared to become a shareholder in Rigetti at a valuation that reflects its pre-surge trading level.
For many investors, this looks like validation that this technology and this company belong in the national strategic toolkit, not just in speculative portfolios.
A 100-million-dollar U.K. bet on 1,000-plus qubits Around the same time, Rigetti announced plans to invest up to $100 million in the United Kingdom to deploy a quantum computer with more than 1,000 qubits within the next three to four years. This is the company's first major investment outside the U.S., building on an existing 36-qubit system at the U.K.'s National Quantum Computing Center.
The U.K. plan is not happening in a vacuum. It explicitly ties into the British government's 2-billion-pound quantum program, which aims to procure large-scale quantum systems by the early 2030s. Investors look at that combination -- a concrete qubit target, a clear deployment window, and alignment with a major public program -- and see a path in which Rigetti's hardware could become embedded in long-term national infrastructure, rather than just short-term cloud experiments.
Today's Change
(
1.44
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0.26
Current Price
$
18.20
Under the rally, a business still in early innings Behind the headlines, Rigetti's own first-quarter 2026 numbers remind you that this is still an early-stage story. On its earnings call, the company reported revenue of $4.4 million, up from $1.5 million a year earlier, largely driven by deliveries of on-premises NOVA quantum processing units and government research contracts. Gross margin improved to about 31%, but operating loss widened to roughly $26 million as the company spent heavily on research and development and commercialization.
So the rally is being driven less by current profits and more by the idea that with U.S. CHIPS funding, U.K. co-investment, and growing hardware deployments, Rigetti is finally getting the runway and partners it needs to chase scale. That is a powerful story, but investors should keep the other side of it in view.
CoreWeave Inc. (NASDAQ:CRWV) shares are in the spotlight Monday ahead of the company’s second-quarter earnings report due Tuesday.
CoreWeave shares are showing limited movement. What should traders watch with CRWV? Earnings Preview & HistoryCoreWeave is expected to report a loss of $1.22 per share along with revenue of $2.56 billion. For the prior quarter, the company reported revenue of $2.08 billion, beating the consensus estimate of $1.97 billion. EPS came in at a loss of $1.12, missing the consensus estimate of a 90-cent loss.
What to WatchInvestors will be closely tracking CoreWeave’s contracted backlog, which stood at $99.4 billion entering the quarter, for signs of continued growth after nearly $40 billion in new contracts were added in the first quarter. Margin trajectory will also be in focus, with management signaling that profitability bottomed last quarter and operating margins are expected to climb toward the high single digits this quarter and into double digits by year-end.
Commentary on capital expenditures — guided at $31 billion to $35 billion for 2026 — along with any updates on power availability and data center capacity constraints, should provide further clues on how quickly the company can convert demand into revenue.
Analyst Consensus & Recent ActionsThe stock carries a Buy rating with an average price forecast of $140.25. Recent analyst moves include:
Citigroup: Buy (Lowers Target to $142.00) (Aug. 5) Rosenblatt: Buy (Maintains Target to $250.00) (Aug. 5) Piper Sandler: Initiated with Overweight (Target $151.00) (Aug. 3) CoreWeave is trading 16.7% above its 20-day SMA ($78.14), but it’s still trading 1% below its 50-day SMA ($92.13) and 2.6% below its 200-day SMA ($93.65), which keeps the longer-term trend picture mixed. That "stuck between" posture often leads to sharper moves once price either reclaims the longer averages or rolls back under the shorter-term trend.
The bigger overhang is the death cross that formed in July (the 50-day SMA below the 200-day SMA), a classic signal that the intermediate trend has been under pressure. On the flip side, the stock is well off its July swing low and is now closer to the middle of its $60.55 to $153.20 52-week range, suggesting the bounce has had real follow-through even if it hasn’t fully repaired the trend.
For momentum, MACD is the cleaner read right now: it’s above its signal line and the histogram is positive, which points to improving momentum versus the prior downswing. In plain English, when MACD is above its signal line, it suggests downside pressure is easing and buyers are gaining traction, even if the stock still needs to clear key trend levels to confirm a full reversal.
Key Resistance: $95.00 — a round-number area that also sits near the 200-day moving-average zone, where rebounds can stall Key Support: $91.00 — a nearby pivot area close to current price that can act as a first "line in the sand" for dip buyers Read Next
CoreWeave Shares Trade HigherCRWV Price Action: At the time of publication, CoreWeave shares are trading 0.92% higher at $91.50, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Bitmine oznámila, že drží 5,81 milionu ETH v hodnotě 11,6 miliardy USD, což představuje 4,8 % celkové nabídky ETH. Za poslední týden také odkoupila 3 miliony vlastních akcií.
Bitmine owns 4.8% of the total ETH coin supply of 120.7 million
Bitmine is 96% of the way to the 'Alchemy of 5%' in just 14 months
In July, ETH outperformed Nasdaq 100 by 2,500 basis points, the largest since July 2025, reflective of the strengthening fundamentals of crypto
Bitmine repurchased 3.0 million common stock in the past week, and has repurchased over 19 million shares cumulatively since July 2026 under its previously announced $4 billion share repurchase program
Bitmine was added to the Russell 1000 Large-cap index on June 26, 2026
Bitmine's Series A Preferred Stock is trading on the NYSE under the symbol BMNP
Bitmine has 5,067,309 staked ETH, representing $9.8 billion at $1,928 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum staking destination for BMNR and institutional investors
Bitmine owns $69 million of Eightco (NASDAQ: ORBS), now one of the only publicly listed equities in the world to provide investors indirect exposure to OpenAI
Bitmine Crypto + Total Cash Holdings & Marketable Securities + "Moonshots" total $11.6 billion, including 5.81 million ETH tokens, total cash & marketable securities of $104 million, and other crypto holdings
Bitmine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support Bitmine's goal of acquiring 5% of ETH
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" or the "Company") a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto + total cash & marketable securities + "moonshots" holdings totaling $11.6 billion.
As of August 9, 2026 at 6:30pm ET, the Company's crypto holdings are comprised of 5,805,238 ETH at $1,928 per ETH (per Coinbase), 209 Bitcoin (BTC), $180 million stake in Beast Industries, $69 million stake in Eightco Holdings (NASDAQ: ORBS) ("moonshots") and total cash & marketable securities of $104 million. Bitmine's ETH holdings are 4.8% of the ETH supply (of 120.7 million ETH).
"We are disappointed that the CLARITY Act will not see a Senate vote before the August recess, but financial markets seem more focused on the recent softer inflation and jobs data. The odds of a Sept. hike by the Federal Reserve have fallen to 40% from 75% two weeks ago," stated Thomas "Tom" Lee, Chairman of Bitmine. "We expect easing financial conditions to be a tailwind for crypto."
"Since Bitmine pivoted to an Ethereum Treasury strategy on June 30 of last year, sizable outperformance of ETH vs Bitcoin (monthly) has typically been followed by Bitmine's shares outperforming ETH over the following month. In July, ETH outperformed Bitcoin by 1,100bp similar to July 2025, Dec 2025, March 2026 and in those instances, Bitmine's shares saw strong outperformance over ETH in the following two months." continued Lee.
"We continue to view Bitmine's common shares as undervalued and the Company repurchased 3 million shares during the past week, bringing total common equity repurchases to over 19 million common shares since the start of July. This buyback remains the largest ever executed by any Ethereum, Bitcoin or crypto DAT (Digital Asset Treasury)," continued Lee. Since July 1, 2026, Bitmine has repurchased 19.1 million shares of common stock under the previously authorized $4 billion share repurchase program.
"Over the past week, we acquired 7,391 ETH. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025 about 14 months ago," stated Lee.
On July 16, 2026, Bitmine released the latest Chairman's Message (link here) for July 2026. The title of the Message is "ETH is the cure for the Uncanny Valley of Wealth."
Earlier in 2026, Bitmine launched MAVAN (the Made in American VAlidator Network), the institutional grade staking platform. While MAVAN was originally developed to support Bitmine's own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform.
As of August 9, 2026, Bitmine total staked ETH stands at 5,067,309 ($9.8 billion at $1,928 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $294 million on an annualized basis (using 2.63% 7-day BMNR yield)," stated Lee.
"Annualized staking revenues are now projected at $257 million. And this 5.1 million ETH is 87% of the 5.81 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.63% (annualized)," continued Lee.
Bitmine's crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc., which reportedly owns 842,138 BTC valued at approximately $59 billion. Bitmine remains the largest ETH treasury in the world.
Bitmine management believes the GENIUS Act and the Securities and Exchange Commission's (SEC) Project Crypto are as transformational to financial services in 2026 as the US action on August 15, 1971, which ended the Bretton Woods system and took the U.S. dollar off the gold standard 54 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans and financial and payment rails of today. These proved to be better investments than gold.
The Chairman's message can be found here:
https://www.Bitminetech.io/chairmans-message
The Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here: https://Bitminetech.io/investor-relations/
To stay informed, please sign up at: https://Bitminetech.io/contact-us/
About Bitmine
Bitmine Immersion Technologies, Inc. (NYSE: BMNR), and its subsidiaries ("Bitmine" or the "Company"), is a blockchain technology infrastructure company operating across institutional digital asset staking and validation services, bitcoin mining, and strategic digital asset management. As the world's leading Ethereum Treasury company, it implements an innovative digital asset strategy for institutional investors and public market participants. The Company provides institutional-grade staking and validation infrastructure—through which it earns staking rewards and validation income—alongside bitcoin mining activities. Bitmine holds digital assets strategically, generating yield on those holdings to support liquidity and capital formation. During 2025, the Company expanded its blockchain infrastructure capabilities, including developing and deploying MAVAN, its institutional staking and validation platform. The Company's activities further include investments in early-stage blockchain opportunities ("moonshot" investments) and ancillary mining, hosting, and consulting services.
For additional details, follow on X:
https://x.com/bitmnr
https://x.com/fundstrat
Forward Looking Statements
This press release contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements include all statements that are not purely historical and can generally be identified by terms such as "expects," "projects," "intends," "plans," "believes," "anticipates," "estimates," "forecasts," "targets," "goals," "may," "will," "would," "could," "should," or similar expressions, or the negative of such terms, or other comparable terminology. This press release specifically contains forward-looking statements regarding, among other things: (i) the Company's goal of acquiring 5% of the total ETH supply (the "Alchemy of 5%" initiative) and statements regarding its progress toward this goal; (ii) the Company's digital asset accumulation and treasury strategy, including statements regarding continued weekly ETH acquisitions and the Company's status as the largest ETH treasury in the world; (iii) the Company's staking operations, including projected annualized ETH staking rewards of approximately $294 million (assuming Bitmine's ETH is fully staked by MAVAN and its staking partners at scale), current projected annualized staking revenues of approximately $257 million, and the 7-day yield of 2.63% (annualized); (iv) MAVAN's intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure; (v) the Company's $4 billion share repurchase program, including statements regarding the execution, size, and potential accretive value of such program; (vi) management's views regarding the valuation of the Company's common shares and expectations regarding future stock price performance relative to ETH and other digital assets; (vii) expectations regarding the relationship between ETH performance versus Bitcoin or the Nasdaq 100 and subsequent performance of the Company's shares; (viii) statements regarding the impact of macroeconomic factors, including Federal Reserve policy, inflation data, and labor market conditions, on digital asset markets and financial conditions; (ix) management's belief that the GENIUS Act and SEC Project Crypto are transformational to financial services; (x) statements regarding the Company's investment in Eightco Holdings (NASDAQ: ORBS) as providing indirect exposure to OpenAI; and (xi) the future growth, advancement, and strategic direction of the Company's Ethereum treasury strategy and blockchain infrastructure capabilities.
These forward-looking statements involve substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that could cause or contribute to such differences include, but are not limited to: the extreme volatility and unpredictability of digital asset prices, including ETH and Bitcoin; changes in market conditions affecting the trading price of the Company's common stock and Series A Preferred Stock; the Company's ability to successfully execute its digital asset acquisition strategy and achieve its ETH accumulation targets; the Company's ability to finance its business operations, Ethereum treasury operations, MAVAN expansion, and share repurchase activities; operational, security, and technological risks associated with the Company's staking and validation operations, including network failures, cybersecurity breaches, and protocol changes; competition in the digital asset treasury, staking, and mining industries; the Company's dependence on key personnel, including executive leadership; regulatory developments affecting digital assets, blockchain technology, and staking activities in the United States and globally, including the ultimate enactment, implementation, and interpretation of the GENIUS Act, CLARITY Act, and other pending legislation and regulatory initiatives; actions by the SEC, CFTC, and other regulatory bodies affecting digital assets and related businesses; risks related to the Company's investments in early-stage blockchain opportunities ("moonshot" investments), including the investment in Eightco Holdings; macroeconomic factors, including inflation, interest rates, Federal Reserve monetary policy, and general economic conditions affecting investor sentiment toward digital assets; changes to the Ethereum protocol, including staking mechanics, validator requirements, and reward structures; risks related to AI systems and their potential impact on cryptocurrency markets and blockchain technology; the performance of third-party service providers, exchanges, and custodians; risks related to the concentration of the Company's assets in digital currencies; and the other risk factors described in the Company's filings with the SEC.
The forward-looking statements contained in this press release are based on information available to management as of the date of this release and reflect management's current expectations, estimates, forecasts, and projections, as well as management's assumptions and beliefs concerning future events. Actual results may vary materially from those expressed or implied by forward-looking statements based on a number of factors, including those described above and in the Risk Factors section of the Company's Annual Report on Form 10-K for the fiscal year ended September 30, 2025 filed with the SEC on November 21, 2025, the Company's Quarterly Reports on Form 10-Q, and the Company's other filings with the SEC, as amended or updated from time to time. Copies of these filings are available on the SEC's website at www.sec.gov and on the Company's website at https://Bitminetech.io/investor-relations/. Forward-looking statements speak only as of the date on which they are made. Bitmine expressly disclaims any obligation or undertaking to update, revise, or supplement any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statements are based, except as required by applicable law or regulation.
Sandisk ve 4. čtvrtletí zvýšil tržby mezikvartálně o 51 % na 8,97 miliardy USD a hrubou marži na 84,6 %. Tržby datových center vyskočily o 103 % na zhruba 3 miliardy USD.
SummarySandisk's Q4 revenue surged 51% sequentially to $8.97 billion, while gross margin expanded dramatically to 84.6%.Datacenter revenue jumped 103% sequentially to roughly $3 billion, as AI inference fundamentally reshapes NAND demand.Eight NBM agreements provide $93.9 billion in minimum expected revenue, covering over half of fiscal 2027 bit supply.SNDK repurchased $4.5 billion of stock and subsequently increased its buyback authorization by another $14 billion. Jian Fan/iStock via Getty Images
My positive outlook on Sandisk (SNDK) has been reinforced post-fiscal Q4 2026 despite the market increasingly growing concerns about the NAND cycle being near its peak. Sandisk is down on the back of
8.47K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNDK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Společnost Ondas dokončila dříve oznámenou akvizici Cyberhawk, která rozšiřuje její pozici v oblasti inspekcí kritické infrastruktury a průmyslových inspekcí řízených pomocí AI a datové analytiky. Spojená firma chce posílit růst na rychle rostoucím trhu dronových inspekcí.
Cyberhawk expands Ondas' leadership in critical infrastructure intelligence with AI-enabled drone inspection, visual data management, and asset analytics
Expands Ondas' reach into high-value critical infrastructure and industrial inspection markets that are growing rapidly, driven by technology and regulatory advancements
WEST PALM BEACH, FL / ACCESS Newswire / August 10, 2026 / Ondas Inc. (NASDAQ:ONDS) ('Ondas' or the 'Company'), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, today announced the completion of its previously announced acquisition of Cyberhawk, a global leader in drone-enabled inspection, visual data management and AI-powered asset intelligence solutions for critical infrastructure operators.
The acquisition significantly expands Ondas' capabilities in critical infrastructure intelligence by adding Cyberhawk's software-enabled inspection platform, AI-driven analytics and global customer relationships. Cyberhawk has decades of operational expertise serving utilities, energy, renewables, mining and industrial customers. Together with Ondas' scaled operating platform and autonomous systems portfolio, Cyberhawk is now positioned to accelerate growth while further strengthening its leadership position in the rapidly expanding drone inspection services market.
"The addition of Cyberhawk accelerates the development of Ondas' growth platform across high value critical infrastructure and industrial markets that are now growing rapidly, driven by technology and regulatory advancements," said Eric Brock, Chairman and CEO of Ondas. "Ondas is a dual-purpose company, and we will invest with the intent to establish market leadership in this important end market. As we integrate Cyberhawk with our broader platform, including the leveraging of our enterprise-wide Palantir Foundry deployment, we expect to unlock additional value through enhanced data integration, AI-enabled workflows and greater operational efficiency across the business."
Cyberhawk has built a global reputation for delivering drone-enabled inspection and visual asset intelligence solutions to many of the world's largest infrastructure owners and operators. Its proprietary visual data management platform, AI-enabled analytics and highly skilled inspection teams provide customers with actionable insights that reduce costs, improve asset performance and support predictive maintenance. Combined with Ondas' expanding portfolio of autonomous aerial systems, robotics and AI software, the combined company is positioned to deliver a comprehensive infrastructure intelligence platform at global scale.
The completion of the Cyberhawk acquisition further advances Ondas' strategy of building a comprehensive autonomous intelligence platform that integrates intelligent sensing, autonomy, AI-powered analytics and mission execution across defense, security and critical infrastructure markets.
For additional information regarding the acquisition, please see the Current Report on Form 8-K to be filed with the Securities and Exchange Commission later today. In connection with the acquisition, the Company approved inducement grants of restricted stock units (RSUs) representing 1,601,593 shares of the Company's common stock and stock options exercisable for 1,290,000 shares of the Company's common stock with an exercise price of $9.11 per share to a total of 47 employees newly-hired in connection with the acquisition. The equity awards were granted pursuant to the Nasdaq Rule 5635(c)(4) inducement grant exception as a component of each individual's employment compensation and were granted as an inducement material to his or her acceptance of employment with the Company. RSUs representing (i) 1,097,687 shares of the Company's common stock vest semi-annually over two years following the closing date, subject to the applicable employee's continued employment with the Company, (ii) 460,000 shares of the Company's common stock vest one-third on August 10, 2027 and subsequently in eight equal quarterly installments, subject to the applicable employee's continued employment with the Company, and (iii) 43,906 shares of the Company's common stock vest on the closing date. Stock options representing 1,290,000 shares of the Company's common stock vest one-third on August 10, 2027 and subsequently in twenty-four equal monthly installments, subject to the applicable employee's continued employment with the Company.
About Ondas Inc.
Ondas Inc. (NASDAQ:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.
For additional information on Ondas Inc., visit Ondas Inc.
Forward-Looking Statements
Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.
Contacts
IR Contact for Ondas Inc.
888-657-2377
[email protected]
Media Contact for Ondas Inc.
Escalate PR
[email protected]
Preston Grimes
Marketing Manager, Ondas Inc.
[email protected]
Apple vyplatí 13. srpna čtvrtletní dividendu 0,27 USD na akcii; držitel 100 akcií dostane před zdaněním 27 USD. Dividenda zůstává beze změny oproti předchozímu čtvrtletí.
Technology giant Apple (NASDAQ: AAPL) will pay its next quarterly dividend on August 13, 2026, distributing $0.27 per share to eligible shareholders.
To this end, investors holding 100 Apple shares will receive $27 before taxes, with the payout unchanged from the previous quarter.
At the same time, 100 AAPL shares would generate $108 in annual income, assuming the dividend remains unchanged for the next four quarters.
The dividend reinforces Apple’s long-standing capital return program, which has delivered annual dividend increases for 15 consecutive years.
While the yield remains modest compared with traditional income stocks, the company’s low payout ratio, consistent dividend growth and strong cash generation suggest continued capacity for future dividend increases.
The ex-dividend date is August 10, meaning investors need to own Apple stock before that date to qualify for the August 13 payment.
Apple stock dividend payment date. Source: Dividend.com At the same time, Apple’s forward dividend yield stands at approximately 0.34%, while its forward payout ratio is about 11.3%, indicating the company continues to retain most of its earnings for growth initiatives and share repurchases.
Apple stock fundamentals The upcoming payment follows a strong fiscal third-quarter earnings report. Apple generated a record $109.4 billion in revenue during the June quarter, up 16% year over year, while diluted earnings per share increased 29% to $2.02.
Growth was driven by strong demand for the iPhone 17 lineup, Mac computers and Services.
Despite reporting record quarterly results, Apple shares declined following earnings as investors focused on softer-than-expected guidance and supply constraints. As of press time, AAPL stock was valued at $313, having gained over 15% in 2026.
Management forecast September-quarter revenue growth of 9% to 11%, below some market expectations. The company also warned of increasing constraints on advanced chip supply, affecting iPhone, Mac and iPad production as demand continues to exceed internal forecasts.
Foreign-exchange headwinds are expected to reduce growth by roughly 2.5 percentage points sequentially, while rising memory costs could pressure margins.
Gross margin guidance for the current quarter was set at 47% to 48%, below the tariff-boosted level reported in the June quarter.
At the same time, August’s dividend payment also comes ahead of a major leadership transition where John Ternus, Apple’s longtime hardware chief, will become chief executive on September 1, succeeding Tim Cook, who will move into the role of Executive Chairman.
The transition has been presented as a continuation of Apple’s existing strategy rather than a significant shift in direction.
Featured image via Shutterstock
Meta představila Muse Glimmer, 30miliardový AI model s otevřenými váhami, který zvládne běžet na Macu nebo PC na jediném spotřebitelském GPU. Zuckerberg zároveň prosazuje dostupnou „superinteligenci“ pro všechny.
Meta’s CEO has shared his vision for AI as the company releases its latest model.
Mark Zuckerberg published a 6,510-word essay Monday (Aug. 10) outlining a future where everyone has “free or affordable access” to what he calls Meta’s superintelligence tools, including personal artificial intelligence (AI) agents.
“For everyone to be part of the future, everyone must have the ability to use superintelligence to improve their lives and shape the world,” Zuckerberg wrote. “We will offer free versions that will be accessible to billions of people.”
Sharing the technology that widely, Zuckerberg argued, will “check and balance the power of institutions,” governments and businesses included.
“Most other labs are focused on building AI for companies, governments, or other institutions. So if those labs lead, then the balance of power will favor larger institutions over individuals,” Zuckerberg added.
The essay also calls for deeper collaboration between AI labs and the government, letting the government examine AI models earlier in the development process.
“This way, the government gains a security capability without restricting or delaying individuals’ access to personal superintelligence or causing an imbalance of power,” Zuckerberg wrote.
Meanwhile, Meta is instituting a new governance system which gives its board the authority to establish safety criteria for AI models and determine if new models meet those standards.
“I do not think it is in my, Meta’s, or the world’s best interests for me or anyone else to be a sole decision maker on how superintelligence is deployed,” he wrote, adding that there should be “an industrywide version of this process.”
Also Monday, Meta debuted Muse Glimmer, the next model from its Meta Superintelligence Labs, saying it was open sourcing the model weights.
“Muse Glimmer is a 30-billion-parameter model optimized for always-on local agent workflows,” the company said in its announcement. “It’s small enough to run on a Mac or PC with a single consumer GPU, enabling use cases that range from local agents and function calling, to local coding, and LLM-as-a-judge evaluation.”
Meta last week introduced the beta version of a terminal coding agent called Muse Code, powered by Muse Spark 1.2, a coding-focused model update.
As PYMNTS noted at the time, the company has been facing pressure to show it can monetize AI tools such as its Muse Spark model and to provide meaningful growth to justify its enormous capital expenditures on AI.
Meta plánuje v roce 2026 kapitálové výdaje ve výši 130 až 145 miliard USD, hlavně do datacenter a infrastruktury pro AI. Zuckerberg chce, aby byla pokročilá AI široce dostupná a levná.
Mark Zuckerberg has a simple answer to one of the biggest questions in AI: Who should get superintelligence? Everyone.
In a 6,500-word essay published Monday, the Meta Platforms Inc. (NASDAQ:META) CEO argued against concentrating increasingly powerful AI in the hands of a few companies, governments or institutions. Instead, he wants Meta to make advanced AI broadly available, including free or affordable versions for billions of people.
The vision comes with an enormous infrastructure bill.
Meta — which owns Facebook, Instagram and WhatsApp — expects to spend $130 billion to $145 billion on capital expenditures in 2026. That includes investments in data centers and other infrastructure. The company spent $31.1 billion on capital expenditures in the second quarter alone.
Not all of that spending is specifically for Zuckerberg’s vision of personal superintelligence. But the scale of the investment shows how seriously Meta is preparing for an AI future in which increasingly powerful models become part of everyday life.
Zuckerberg Wants AI in Everyone’s HandsZuckerberg’s argument is broader than simply making another chatbot available. His central concern is that if increasingly powerful AI is controlled by only a small number of institutions, it could concentrate too much power in too few hands.
Meta’s strategy is to distribute that technology through products used by billions of people.
That approach became more tangible Monday when Meta released Muse Glimmer, a smaller AI model designed to run on personal computers using a single graphics card. Zuckerberg also said a more advanced Muse Spark 1.2 model is coming soon.
Getting there will not be cheap.
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The $145 Billion QuestionMeta’s second-quarter revenue rose 28% to $60.8 billion, but operating expenses jumped 55%. Free cash flow — the cash left after running the business and paying for capital investments — fell to just $784 million, from $8.55 billion a year earlier. That doesn’t mean Meta is suddenly struggling financially. It ended June with $90.3 billion in cash, cash equivalents and marketable securities. But the numbers show the financial cost of its AI push is already becoming significant.
Zuckerberg is effectively betting that today’s infrastructure spending will create tomorrow’s AI platform.
And Meta has an advantage that many AI rivals lack: distribution. Its Family of Apps reached 3.6 billion daily active people in June, giving Meta an enormous audience to which it can introduce AI products. That makes Zuckerberg’s argument about access more than a philosophical statement. It is also a business strategy.
Meta wants to build the models, spend heavily on the infrastructure behind them and put those models in front of billions of people. For META investors, the question is no longer whether Zuckerberg is willing to spend heavily on AI. He clearly is.
The bigger question is whether making superintelligence affordable can generate enough value to justify the extraordinary cost of building it.
But while Zuckerberg sees personal AI as a tool to boost careers, businesses, education and creative work, Meta’s own upheaval highlights the darker side of the AI boom: tech companies are increasingly cutting jobs as AI takes on work once done by employees.
In May, Meta laid off more than 8,000 workers, or about 10% of its workforce, underscoring how AI is reshaping the jobs it was supposed to help.
Read Next
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Tesla ve 2. čtvrtletí měla 1,48 milionu aktivních uživatelů FSD, o 56 % více meziročně. Tržby ze služeb a ostatních činností dosáhly 4,58 miliardy USD, asi o 50 % více meziročně.
Elon Musk wants Tesla Inc. (NASDAQ) to become an autonomous-driving powerhouse, , but the company’s Robotaxi service covered roughly 700,000 paid miles in the second quarter. That’s down about 36% from approximately 1.1 million miles in the first quarter, according to Tesla’s reported figures.
Still, the service expanded across more U.S. cities, accumulating driving data specific to its purpose-built Cybercab so it can roll out more vehicles on the road.
That makes the latest growth in Tesla’s broader software ecosystem particularly interesting.
Tesla’s Robotaxi Future Is Taking TimeRobotaxi is supposed to be one of Tesla’s biggest long-term growth engines. But the second quarter mileage decline shows why investors may have to wait before autonomous rides become a major source of revenue.
The company says its Robotaxi service has expanded to additional metropolitan areas, while its purpose-built Cybercab is moving toward production. But scaling an autonomous fleet involves collecting enough real-world driving data, proving safety, and navigating regulatory requirements.
In the meantime, Tesla already has something Robotaxi doesn’t: millions of existing customers.
Read Next
The Tesla App Is Becoming More ImportantTesla’s mobile app reached 10.8 million monthly active users in July, according to Similarweb data, up 36.8% from a year earlier and 16.5% from June.
The app is also becoming more tightly connected to Tesla’s software ecosystem. Recent updates added self-driving statistics, more vehicle controls and the ability to use Tesla’s app for additional functions. Tesla has also expanded xAI’s Grok assistant inside its vehicles, allowing drivers to control functions such as climate and music through voice commands.
That creates an important distinction: Tesla doesn’t necessarily need to sell another vehicle to increase the value of the vehicles it has already sold.
Tesla’s FSD Business Provides Clearer ExampleTesla ended the second quarter with 1.48 million active full self-driving (FSD) customers, up 56% from a year earlier. More than 55% of new Tesla deliveries in North America included FSD, showing that the company is increasingly attaching software revenue to its vehicles.
Services and other revenue also reached $4.58 billion in the second quarter, up about 50% year over year, with record gross profit and gross margin.
The bigger opportunity, then, isn’t simply Tesla’s ability to sell more cars.
It’s the ability to keep generating revenue from the cars already on the road through software, subscriptions and other services.
Robotaxi could eventually become the much larger prize Musk has promised. But while that business works through its growing pains, Tesla is finding another way to grow: make the existing Tesla fleet worth more.
For investors, that may be just as important to watch as the next Robotaxi mile.
Read Next
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On a Bloomberg Businessweek segment that aired August 7, 2026, Ed Zitron, CEO of EZ Primary Research and one of the more vocal AI skeptics in financial media, made a claim that reframes how investors should think about hyperscaler cloud growth. Citing UBS estimates that 27% of Google Cloud’s revenue this year comes from OpenAI and Anthropic, rising to 48% next year, totaling over $124 billion, Zitron argued that the AI boom powering Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) is dangerously narrow.
Zitron’s thesis: what looks like broad, diversified enterprise demand for AI compute is, in his view, circular financing concentrated in two unprofitable private companies that, as he put it, “do not pay their bills out of existing cash flow.”
The Concentration Numbers Across the Three Hyperscalers Google Cloud is the epicenter of the argument. The segment posted $24.768 billion in Q2 2026 revenue, growing 82% year-over-year, its fifth consecutive quarter of acceleration. Alphabet spent $44.924 billion on capex in the quarter, more than double the prior year, and raised roughly $70 billion through combined equity and debt financing, per its Q2 8-K filing. Free cash flow turned negative at -$5.855 billion, and the buyback was suspended.
Zitron’s argument is that this spending is being underwritten by a customer base most investors misunderstand. At AWS, Barclays puts exposure to those same two customers at 13% this year, rising to 18% next year. At Microsoft, Zitron reported that 69% of Microsoft Intelligent Cloud’s year-over-year growth in 2025 came from OpenAI alone, and without it that segment would have grown just 8% year-over-year. He also cited reporting from The Information that 89% of the largest AI companies’ revenue comes from OpenAI and Anthropic.
For context, Microsoft’s Intelligent Cloud segment produced $39.306 billion in Q4 FY2026 revenue, up 32%, with Azure growth of 43%. AWS delivered $42.232 billion in Q2 2026, up 37% year-over-year, described by Andy Jassy as its fastest growth in 18 quarters.
The Sustainability Problem Zitron then attacked the demand side. He cited OpenAI losses of $20.9 billion in 2025 and flagged that over $800 million of OpenAI’s revenue came from SoftBank’s “Crystal Intelligence” program, of which he claims he can find “no evidence of actually anything happening.”
Scaling that concern industry-wide, he referenced Sightline Climate projections that data centers will require over $1.6 trillion in annual revenue to sustain. Two customers cannot backfill that hole, Zitron argued, “especially when Anthropic and OpenAI, well, they can’t afford anything.”
The Enron Parallel and IPO Delay The rhetorical peak of Zitron’s segment was a comparison to Enron. With OpenAI’s IPO reportedly delayed to 2027, which he called “lethal for a number of people,” Zitron argued executives at the hyperscalers have “a fiduciary responsibility” to shareholders that may be getting overlooked amid the AI infrastructure race.
Grassroots discussion mirrors the concern. A Reddit thread titled “Either hyperscalers are dumb or someone else is” drew 4,024 upvotes and 1,503 comments, and a separate post flagged Alphabet’s first quarter of negative free cash flow in Q2 2026.
Context for Investors Markets have not yet punished the trade. GOOGL is up 80.8% over the past year, AMZN up 23.01%, and MSFT down 3.23% over the same one-year window. Analysts remain broadly constructive, with GOOGL carrying 58 Buy ratings and an average target of $428.04.
The bull case, that Gemini, Copilot, and Bedrock are seeding genuine enterprise demand well beyond two labs, is real and reflected in Microsoft’s commercial RPO of $678 billion, up 84% year-over-year, and over 30 million paid Microsoft 365 Copilot seats. Zitron’s warning is a contrarian argument, clearly his opinion, and worth weighing against those data points rather than treating as a verdict. Investors watching hyperscaler capex through 2027 will want to track customer disclosure closely.
Contact [email protected] for any questions or corrections.
Leading e-commerce and tech company Amazon (AMZN +0.81%) has been rallying recently, after posting strong quarterly earnings numbers, hitting a new all-time high of more than $287 along the way. It's now up around 19% for the year, and its market cap is hovering around $3 trillion. The business has been doing exceptionally well as its growth rate has been solid, and its growth opportunities are plentiful.
But has the stock gotten too expensive, or can it still be a good buy at its current levels?
Image source: Getty Images.
Amazon's cloud business has been taking off A key reason investors have been bullish on Amazon's stock of late has been due to its popular cloud platform, Amazon Web Services (AWS). In the most recent quarter, which ended on June 30, AWS achieved its fastest growth rate in 18 quarters -- 37%. Not only is that important from a growth angle, but AWS also generates the best margins for the business; thus, a strong performance will also boost the bottom line. Of the $27.5 billion in operating income that Amazon posted last quarter, $16.6 billion, or 61%, came from AWS.
Despite spending heavily on artificial intelligence (AI), investors are becoming bullish that Amazon's efforts are paying off; CEO Andy Jassy says that "our AI and chips businesses each eclipsed run rates of more than $25 billion." All in all, the business is doing exceptionally well, with Amazon beating expectations on top and bottom lines for this most recent quarter.
Although it's one of the most valuable stocks in the world, based on its profits, it doesn't appear to be too expensive, as its price-to-earnings (P/E) multiple is just 22.
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Is Amazon stock really as cheap as it looks? At a P/E of 22, Amazon stock looks like a bargain buy given that the average stock on the S&P 500 trades at a P/E multiple of 24. There is, however, a bit of an asterisk with that. While its earnings soared from $18.2 billion to $62.6 billion, a big reason was that due to other income of $53.4 billion, which Amazon says is mainly from investments in AI company Anthropic. Without that, its earnings would be significantly lighter, and the stock's valuation wouldn't be as low.
Amazon, however, does still trade at a reasonably modest forward P/E multiple of around 23, which is based on analyst projections for how it will do in the year ahead. While its earnings may be inflated due to investment gains, the tech stock is by no means absurdly overvalued, as the business has been doing incredibly well.
For long-term investors, Amazon can still be an excellent stock to buy and hold, as it stands to benefit significantly from AI.
Microsoft plánuje letos na podzim veřejně představit nový AI čip Maia 300, možná už příští měsíc. Firma zároveň jedná s TSMC o kapacitě pro více než 300 000 kusů s dodáním v roce 2027.
A view shows a Microsoft logo at Microsoft offices in Issy-les-Moulineaux near Paris, France, March 25, 2024. REUTERS/Gonzalo Fuentes/File Photo Purchase Licensing Rights, opens new tab
Aug 10 (Reuters) - Microsoft (MSFT.O), opens new tab is planning to publicly unveil its new Maia 300 chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans.
Microsoft introduced the Maia chip in November 2023 but has lagged its peers in ramping it up to scale as it looks to reduce its reliance on Nvidia's <NVDA.O> costly processors.
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The company has been in talks with chipmaker TSMC (2330.TW), opens new tab to secure manufacturing capacity for more than 300,000 units of the chips for delivery in 2027, according to the report.
Microsoft is looking to significantly ramp up production and persuade major cloud customers such as Anthropic to adopt the chip, the report said.
Microsoft did not immediately respond to a Reuters request for comment. TSMC could not be reached for comment outside regular business hours.
Reporting by Harshita Mary Varghese in Bengaluru; Editing by Anil D'Silva and Pooja Desai
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Archer koupí od Boeingu dceřiné společnosti Wisk Aero, SkyGrid a Insitu a vytvoří platformu fyzické AI pro letectví a obranu. Insitu přidává ziskový obranný byznys s ročními tržbami přes 200 milionů USD.
Transaction creates an end-to-end physical AI platform for aerospace and defense. Adds a profitable defense business generating over $200M in annual revenue1, with operations across 35 countries, to Archer's portfolio. Combines Wisk, SkyGrid and Insitu's pioneering autonomy and airspace intelligence software with Archer's leading purpose-built AI foundation model for aerospace and defense, ZEE. Boeing to take stake and become a strategic partner to Archer; establishes ongoing Archer and Boeing collaboration and technology sharing arrangement. , /PRNewswire/ -- The Boeing Company (NYSE: BA) and Archer Aviation Inc. (NYSE: ACHR) today announced the companies have signed definitive agreements in which Archer will acquire Boeing's Wisk Aero, SkyGrid and Insitu subsidiaries. The deal will combine complementary capabilities developed over decades in autonomy, electric vertical takeoff and landing (eVTOL) aircraft, and unmanned aircraft systems (UAS) – creating a groundbreaking end-to-end physical AI platform for aerospace and defense.
Wisk, SkyGrid and Insitu have pioneered and incubated core autonomous flight technologies for the future that, in combination with Archer's air taxi, UAS and AI technologies, will bring new and innovative solutions to the market. These companies, with nearly two million combined flight hours, are expected to bring a deep autonomy foundation to Archer's ZEE artificial intelligence platform. This positions Archer to deliver an end-to-end physical AI platform across commercial aerospace, defense and air traffic management that can lead the next generation of aviation.
Archer's Founder and CEO, Adam Goldstein said, "This is a watershed moment for Archer and the future of physical AI in aerospace and defense. This is the next big step forward in becoming a diversified platform, rapidly growing our revenue base and bringing scale to our business."
In conjunction with the transaction, Boeing and Archer are entering into a collaboration and technology-sharing arrangement through which Boeing will retain access to the Wisk core autonomous flight technology for its current and next-generation commercial and defense aircraft. The transaction allows Boeing to retain strategic upside through its stake in Archer and simultaneously focus current and future investments into Boeing's core businesses.
"This transaction is a win-win for Boeing and Archer," said Brian Yutko, Boeing vice president, Commercial Airplanes Product Development. "It allows Wisk, SkyGrid and Insitu to accelerate capability development and time to market while ensuring Boeing capitalizes on its investments in these technologies over the past two decades through continued development in our core businesses. Having worked with the incredible teams in these companies firsthand, it's clear this transaction will create an industry leader in the advanced aviation market. We look forward to collaborating with Archer to drive continued innovation in aerospace, defense and autonomy."
About the companies:
Wisk is the only company that has designed, built and flown six generations of eVTOL aircraft, amassing 1,700+ flight tests. Over the past 16 years, Wisk's world-class team has developed unmatched autonomy capabilities powered by a next-gen flight-control computer, sensor suite, and radar system designed for certification in both civil and potential defense markets. SkyGrid has built a leading ground-based, aircraft-agnostic air traffic management solution that establishes the digital foundation for the future of automated airspace. SkyGrid enables safe integration, scalable automation and coordinated traffic management that is necessary for commercialization across the aviation ecosystem.
Insitu is a pioneer in designing, developing and manufacturing uncrewed aircraft systems (UAS) used in intelligence, surveillance and reconnaissance. Its product portfolio spans high-performance, cost-effective, resilient, VTOL-capable UAS and AI-enabled software solutions. Insitu's technologies have helped the armed forces of 35 nations make quicker, more informed decisions to bring warfighters home safely. With offices in the US, Australia, the UK, and the UAE, Insitu has manufactured and fielded more than 3,500 UAS and provides operations and support networks in every hemisphere of the globe. Additional details of the transaction are available in Archer's Form 8-K filed today with the Securities and Exchange Commission. The transaction remains subject to certain agreed-upon closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act and is expected to close by the end of 2026. Moelis & Company LLC is acting as financial advisor to Archer and Fenwick & West LLP is serving as outside counsel. J.P. Morgan Securities LLC is serving as financial advisor to Boeing and Mayer Brown LLP is acting as outside counsel.
About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.
About Archer
Archer builds the aircraft and core technologies that will define the next era of flight for aerospace and defense.
Archer Media Relations Contact: [email protected]
Boeing Media Relations Contact: [email protected]
Archer's Forward-Looking Statements and Disclaimers
This press release contains forward-looking statements regarding Archer's future business plans, expectations, and opportunities, including statements regarding the expected timing and structure of the transaction; the ability of the parties to complete the transaction; the expected benefits of the transaction, including future financial and operating results and strategic benefits; and plans, objectives, and anticipated benefits of acquisitions, strategic investments, partnerships, and collaborations with third parties. Forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors.
These forward-looking statements are based on Archer's current expectations and are subject to risks and uncertainties, which may cause actual results to differ materially from Archer's current expectations. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. The inclusion of such statements should not be regarded as a representation that such plans, estimates or expectations will be achieved. Important factors that could cause actual results to differ materially from such plans, estimates or expectations include, among others, (i) that one or more closing conditions to the transaction, including certain regulatory approvals, may not be satisfied or waived, on a timely basis or otherwise, including that a governmental entity may prohibit, delay or refuse to grant approval for the consummation of the transaction, or may require conditions, limitations or restrictions in connection with such approvals; (ii) the risk that the transaction may not be completed on the terms or in the time frame expected by Archer, or at all; (iii) unexpected costs, charges or expenses resulting from the transaction; (iv) uncertainty of the expected financial performance of Archer following completion of the transaction; (v) failure to realize the anticipated benefits of the transaction, including as a result of delay in completing the transaction or integrating the businesses, on the expected timeframe or at all; (vi) the occurrence of any event that could give rise to termination of the transaction; (vii) the risk that stockholder litigation in connection with the transaction or other litigation, settlements or investigations may affect the timing or occurrence of the transaction or result in significant costs of defense, indemnification and liability; (viii) risks related to the disruption of management time from ongoing business operations due to the pendency of the transaction, or other effects of the pendency of the transaction on the relationship of any of the parties to the transaction with their employees, customers, suppliers or other counterparties; and (ix) other risk factors detailed from time to time in Archer's reports filed with the Securities and Exchange Commission (the "SEC"), including documents that will be filed with the SEC in connection with the transaction. Any forward-looking statements contained herein are based on assumptions that Archer believes to be reasonable as of the date of this press release. Archer undertakes no obligation to update these statements as a result of new information or future events.
Boeing's Forward-Looking Statements and Disclaimers
This press release also contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 regarding The Boeing Company, including statements regarding the anticipated terms, timing, and completion of the proposed transaction, the strategic and financial benefits expected to result from the transaction, and Boeing's future business plans and strategy. These statements are based on current expectations and assumptions that are subject to risks and uncertainties, many of which are beyond Boeing's control, and actual results may differ materially from those expressed or implied. Factors that could cause actual results to differ include those described in Boeing's most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and other filings with the Securities and Exchange Commission. Boeing undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
1 Based on Insitu's current financials and financial estimates
Take-Two Interactive oznámila za 1. čtvrtletí vyšší zisk na akcii na 35 centů i tržby na 1,53 miliardy USD, ale čisté rezervace meziročně klesly o 3 % na 1,39 miliardy USD a zaostaly za odhady 1,41 miliardy USD. Firma zároveň potvrdila celoroční výhled.
Take-Two Interactive Software Inc. (NASDAQ:TTWO) on Friday posted better-than-expected earnings for the first quarter and affirmed its full-year outlook.
Take-Two reported GAAP net revenue of $1.53 billion for the fiscal first quarter ended June 30, 2026, up from $1.50 billion a year earlier. Net bookings fell 3% year over year to $1.39 billion from $1.42 billion, missing analyst estimates of $1.41 billion.
Adjusted earnings were 35 cents per share, topping the analyst consensus estimate of 33 cents.
Take-Two affirmed fiscal 2027 GAAP revenue guidance of $7.90 billion to $8.10 billion and net bookings guidance of $8.00 billion to $8.20 billion, below the analyst consensus estimate of $8.51 billion. The company also reiterated adjusted earnings guidance of $5.75 to $6.00 per share, compared with the analyst consensus estimate of $6.80.
For the fiscal second quarter, Take-Two expects GAAP revenue of $1.42 billion to $1.47 billion and net bookings of $1.62 billion to $1.67 billion, below the analyst consensus estimate of $1.72 billion. It forecast adjusted earnings of 90 cents to $1.00 per share, compared with the consensus estimate of 90 cents.
Take-Two Interactive shares rose 0.5% to $247.67 in pre-market trading.
These analysts made changes to their price targets on Take-Two Interactive following earnings announcement.
BTIG analyst Clark Lampen maintained the stock with a Buy and raised the price target from $293 to $313. Baird analyst Colin Sebastian maintained the stock with an Outperform rating and raised the price target from $265 to $270. Considering buying TTWO stock? Here’s what analysts think:
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, /PRNewswire/ -- Globe Life Inc. (NYSE:GL) announced a new authorization, effective August 15, 2026, to repurchase up to $2.5 billion of common stock in the future under the Company's existing share repurchase program. This authorization was approved by Globe Life's Board of Directors during its regular quarterly board meeting on August 5, 2026, and replaces any previous authorizations.
"This authorization reflects the Board's enduring confidence in Globe Life's ability to create long-term value. Our insurance operations have consistently generated reliable free cash flow for the parent company across varying economic environments. Since launching our repurchase program in 1986, we have returned nearly $11.5 billion to shareholders through buybacks," said Matt Darden, Co-Chairman and Chief Executive Officer.
Frank Svoboda, Co-Chairman and Chief Executive Officer, noted, "Our capital allocation strategy remains disciplined and consistent. We prioritize the full funding of our insurance operations' growth before deploying excess capital. In the absence of more accretive investment opportunities, and subject to prevailing market conditions, we expect to continue returning capital to shareholders through share repurchases, in keeping with our commitment to maximizing long-term shareholder value."
Globe Life Inc. is a holding company specializing in life and supplemental health insurance for the middle-income market distributed through multiple channels, including direct to consumer and exclusive and independent agencies.
Duke Energy oznámila veřejnou nabídku 35 milionů equity units za 50 USD za kus, tedy v celkové hodnotě 1,75 miliardy USD. Výnos z emise chce použít na splacení dluhu, částečnou úhradu komerčního papíru a obecné firemní účely.
, /PRNewswire/ -- Duke Energy Corporation (NYSE: DUK) today announced it plans to sell 35 million equity units in a public offering. Each equity unit will be issued in a stated amount of $50 ($1.75 billion aggregate stated amount) and will initially be in the form of a corporate unit consisting of a contract to purchase Duke Energy common stock in the future and two 1/40 undivided beneficial ownership interests in Duke Energy's remarketable senior notes, each having a principal amount of $1,000. Duke Energy expects to grant to the underwriters an option to purchase an additional 5 million corporate units (an additional $250 million aggregate stated amount) solely for the purpose of covering over-allotments.
Duke Energy intends to apply to list the corporate units on The New York Stock Exchange and expects trading to commence within 30 days of the date of initial issuance (subject to listing approval).
Duke Energy intends to use the net proceeds from the offering of the equity units (i) to redeem the outstanding $500 million aggregate principal amount of its 3.25% Junior Subordinated Debentures due 2082 (the "Junior Subordinated Debentures"), (ii) to repay a portion of its outstanding commercial paper and (iii) for general corporate purposes. This press release shall not constitute a notice of redemption of the Junior Subordinated Debentures or an obligation to issue a notice of redemption.
Barclays, BofA Securities, Mizuho, Citigroup, Goldman Sachs & Co. LLC, J.P. Morgan, Morgan Stanley, Truist Securities and Wells Fargo Securities will be book-running managers for the offering.
The offering will be made under an effective shelf registration statement filed with the U.S. Securities and Exchange Commission. This news release does not constitute an offer to sell or a solicitation of an offer to buy the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities law of any such jurisdiction. Any offers of the securities will be made exclusively by means of a prospectus supplement and accompanying prospectus. Copies of these documents may be obtained from Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717, email: [email protected], Telephone: (888) 603-5847; BofA Securities, Inc. at NC1-022-02-25, 201 North Tryon Street, Charlotte, North Carolina 28255-0001, Attn: Prospectus Department, or by email at [email protected]; or Mizuho Securities USA LLC, 1271 Avenue of the Americas, 3rd Floor, New York, New York 10020, Attention: Equity Capital Markets, email: [email protected].
Duke Energy
Duke Energy (NYSE: DUK), a Fortune 150 company headquartered in Charlotte, N.C., is one of America's largest energy holding companies. The company's electric utilities serve 8.7 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky, and collectively own 55,700 megawatts of energy capacity. Its natural gas utilities serve 1.6 million customers in North Carolina, South Carolina, Ohio and Kentucky.
Forward-Looking Information
This news release includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on management's beliefs and assumptions and can often be identified by terms and phrases that include "anticipate," "believe," "intend," "estimate," "expect," "continue," "should," "could," "may," "plan," "project," "predict," "will," "potential," "forecast," "target," "guidance," "outlook," or other similar terminology. Various factors may cause actual results to be materially different than the suggested outcomes within forward–looking statements; accordingly, there is no assurance that such results will be realized. These factors include, but are not limited to: the ability to implement Duke Energy's business strategy, including meeting forecasted load growth demand, grid and fleet modernization objectives, and reducing carbon emissions, while balancing customer reliability and keeping costs as low as possible for Duke Energy's customers; state, federal and foreign legislative and regulatory initiatives, including costs of compliance with existing and future environmental requirements and/or uncertainty of applicability or changes to such legislative and regulatory initiatives, including those related to climate change, as well as rulings that affect cost and investment recovery or have an impact on rate structures or market prices; the extent and timing of costs and liabilities to comply with federal and state laws, regulations and legal requirements related to coal ash remediation, including amounts for required closure of certain ash impoundments, are uncertain and difficult to estimate; the ability to timely recover eligible costs, including amounts associated with coal ash impoundment retirement obligations, asset retirement and construction costs related to carbon emissions reductions, and costs related to significant weather events, particularly in periods of heightened customer affordability concerns, bill volatility, or public and political scrutiny, and to earn an adequate return on investment through rate case proceedings and the regulatory process; the costs of decommissioning nuclear facilities could prove to be more extensive than amounts estimated and all costs may not be fully recoverable through the regulatory process; the impact of extraordinary external events, such as a global pandemic, trade wars or military conflict, and their collateral consequences, including the disruption of global supply chains or the economic activity in Duke Energy's service territories; costs and effects of legal and administrative proceedings, settlements, investigations and claims; industrial, commercial and residential decline in service territories or customer bases resulting from sustained downturns of the economy, storm damage, reduced customer usage due to cost pressures from inflation, tariffs, or fuel costs, worsening economic health of Duke Energy's service territories, reductions in customer usage patterns, or lower than anticipated load growth, particularly if usage of electricity by data centers is less than currently projected, energy efficiency efforts, natural gas building and appliance electrification, and use of alternative energy sources, such as self-generation and distributed generation technologies; federal and state regulations, laws and other efforts designed to promote and expand the use of energy efficiency measures, natural gas electrification, and distributed generation technologies, such as private solar and battery storage, in Duke Energy service territories could result in a reduced number of customers, excess generation resources as well as stranded costs; advancements in technology, including AI; additional competition in electric and natural gas markets, municipalization and continued industry consolidation; the influence of weather and other natural phenomena on operations, financial position, and cash flows, including the economic, operational and other effects of severe storms, hurricanes, droughts, earthquakes and tornadoes, including extreme weather associated with climate change; changing or conflicting investor, customer and other stakeholder expectations and demands, particularly regarding environmental, social and governance matters and costs related thereto; the ability to successfully operate electric generating facilities and deliver electricity to customers including direct or indirect effects to the company resulting from an incident that affects the United States electric grid or generating resources; operational interruptions to Duke Energy's natural gas distribution and transmission activities; the availability of adequate interstate pipeline transportation capacity and natural gas supply; the impact on facilities and business from a terrorist or other attack, war, vandalism, cybersecurity threats, data security breaches, operational events, information technology failures or other catastrophic events, such as severe storms, fires, explosions, pandemic health events or other similar occurrences; the inherent risks associated with the operation of nuclear facilities, including environmental, health, safety, regulatory and financial risks, including the financial stability of third-party service providers; the timing and extent of changes in commodity prices, including any impact from increased tariffs, export controls and interest rates, and the ability to timely recover such costs through the regulatory process, where appropriate, and their impact on liquidity positions and the value of underlying assets; the results of financing efforts, including the ability to obtain financing on favorable terms, which can be affected by various factors, including credit ratings, interest rate fluctuations, compliance with debt covenants and conditions, an individual utility's generation portfolio, and general market and economic conditions; credit ratings of Duke Energy or its subsidiaries may be different from what is expected; declines in the market prices of equity and fixed-income securities and resultant cash funding requirements for defined benefit pension plans, other post-retirement benefit plans and nuclear decommissioning trust funds; construction and development risks associated with the completion of Duke Energy or its subsidiaries' capital investment projects, including risks related to financing, timing and receipt of necessary regulatory approvals, obtaining and complying with terms of permits, meeting construction budgets and schedules, obtaining sufficient skilled labor and satisfying operating and environmental performance standards, as well as the ability to recover costs from customers in a timely manner, or at all; changes in rules for regional transmission organizations, including changes in rate designs and new and evolving capacity markets, and risks related to obligations created by the default of other participants; the ability to control operation and maintenance costs; the level of creditworthiness of counterparties to transactions; the ability to obtain adequate insurance at acceptable costs and recover on claims made; employee workforce factors, including the potential inability to attract and retain key personnel; the ability of Duke Energy's subsidiaries to pay dividends or distributions to Duke Energy; the performance of projects undertaken by Duke Energy's businesses and the success of efforts to invest in and develop new opportunities; the effect of accounting and reporting pronouncements issued periodically by accounting standard-setting bodies and the Securities and Exchange Commission (the "SEC"); the impact of United States tax legislation to Duke Energy's financial condition, results of operations or cash flows and Duke Energy's credit ratings; the impacts from potential impairments of goodwill or investment carrying values; asset or business acquisitions and dispositions may not be consummated or yield the anticipated benefits, which could adversely affect Duke Energy's financial condition, credit metrics or ability to execute strategic and capital plans; the (i) failure to realize the anticipated benefits, synergies, and value creation expected from the utility combination by which Duke Energy Progress will merge into Duke Energy Carolinas (the "Combination"), including as a result of difficulties or delays in integrating the contributed assets and operations and/or the incurring of significant costs in connection with the Combination; and (ii) the risk that the combined entity may not perform as expected following the consummation of the Combination due to unforeseen liabilities, its level of indebtedness, integration challenges, market conditions, ratings downgrades, or other factors beyond the control of the parties; and the actions of activist shareholders could disrupt Duke Energy's operations, impact Duke Energy's ability to execute on Duke Energy's business strategy, or cause fluctuations in the trading price of Duke Energy's common stock.
Additional risks and uncertainties are identified and discussed in Duke Energy's reports filed with the SEC and are available at the SEC's website. In light of these risks, uncertainties and assumptions, the events described in the forward-looking statements included or incorporated by reference in this news release might not occur or might occur to a different extent or at a different time than described. Forward-looking statements speak only as of the date they are made and Duke Energy expressly disclaims an obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Media Contact: Gillian Moore
24-Hour: 800.559.3853
Analysts Contact: Mike Switzer
Office: 704.382.6473
Simon Property Group, Inc. (NYSE:SPG) will release its second quarter earnings report after the closing bell on Monday, Aug. 10.
Analysts expect the Indianapolis, Indiana-based company to report quarterly earnings of $1.57 per share, up from $1.36 per share in the year-ago period. The consensus estimate for Simon Property’s quarterly revenue is $1.61 billion. It reported $1.38 billion last year, according to Benzinga Pro.
On May 11, Simon Property posted mixed results for the first quarter.
Simon Property shares gained 0.5% to close at $222.91 on Friday.
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.
Piper Sandler analyst Alexander Goldfarb maintained an Overweight rating and raised the price target from $230 to $285 on July 21, 2026. This analyst has an accuracy rate of 55%. UBS analyst Michael Goldsmith maintained a Neutral rating and boosted the price target from $199 to $222 on July 9, 2026. This analyst has an accuracy rate of 80%. Evercore ISI Group analyst Steve Sakwa maintained an In-Line rating and boosted the price target from $208 to $215 on July 7, 2026. This analyst has an accuracy rate of 63%. Barclays analyst Richard Hightower maintained an Equal-Weight rating and raised the price target from $212 to $213 on June 25, 2026. This analyst has an accuracy rate of 56%. Truist Securities analyst Ki Bin Kim maintained a Hold rating and raised the price target from $196 to $215 on June 23, 2026. This analyst has an accuracy rate of 68%. Considering buying SPG stock? Here’s what analysts think:
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Micron v červenci oslabil o 28,7 % kvůli obavám z konkurence čínských výrobců a slabším reakcím trhu na výsledky a výhled konkurentů v paměťových čipech. V srpnu část ztrát smazal, ale stále je zhruba o 6,6 % níže.
Micron (MU -0.44%) stock got hit with a big pullback in July's trading. The memory-chip leader's share price fell 28.7% in a month that saw the S&P 500 trade roughly flat and the Nasdaq Composite's level fall by 2.6%, according to data from S&P Global Market Intelligence.
On the heels of massive gains across the first half of 2026, Micron stock suffered a huge sell-off in July in response to earnings reports and guidance from South Korean memory chip leaders and potential threats posed by the rise of competition from Chinese companies. In addition to those bearish catalysts, Micron's share price was also pressured by macroeconomic and geopolitical dynamics.
Image source: Getty Images.
July was a brutal month for many AI hardware stocks Micron stock moved lower in July due to broad concerns that artificial intelligence (AI) hardware stocks were overvalued, the market's negative reaction to Samsung's capital expenditures guidance, and fears that competition from Chinese companies could hurt pricing power. Then, South Korea's SK Hynix posted its second-quarter results on July 28 -- and the market was not happy with the results. While the company delivered robust sales and earnings growth in the period, the performance actually fell substantially short of analysts' expectations. SK Hynix is another major player in the memory chip industry, and some investors interpreted the company's sales and earnings miss in Q2 as an indication that expectations for Micron may have been overly lofty as well.
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Along with those pressures, Micron stock also lost ground last month due to concerns about the Iran war and inflationary trends. Strikes between the U.S. and Iran reescalated last month, creating another source of volatility for the broader market. While energy prices declined in June thanks to a drawdown in the conflict, they began climbing rapidly again last month. With oil prices rising due to disruptions in shipping through the Strait of Hormuz, investors became fearful of a reacceleration of inflation and potential moves to raise interest rates from the Federal Reserve.
Micron stock has regained some ground in August's trading As of this writing, Micron stock is down roughly 6.6% in August's trading. On the other hand, the company's share price has continued to face pressures connected to fears that its rapid growth could be dampened by the emergence of Chinese competitors offering capable memory chips at significantly lower prices.
Top memory chip companies have enjoyed incredible pricing power as demand for AI processing systems that feature the hardware has continued to skyrocket. While there's currently no indication that Chinese chip companies can deliver HBM solutions that top Micron's when it comes to overall performance, a surge in the availability of capable memory chips could still have a significant adverse impact on the company's pricing power.
The good news for Micron investors is that the demand outlook for high-performance memory chips still looks very strong, and the company has signed long-term contracts at very favorable pricing levels that should continue to support very strong performance through the next several years. It remains to be seen how the competitive dynamics and pricing environment in the memory chip market will evolve going forward, but Micron is likely to retain a forefront position when it comes to high-end chips -- and its stock will continue to play a significant role in influencing the AI trade and movements for the broader market.
Raytheon a Composite Energy Technologies (CET) úspěšně předvedly podmořské startovací schopnosti HADALUS, nového levného bezpilotního podmořského plavidla s dlouhou výdrží. Během nedávného cvičení U.S. Navy plavidlo na podmořské testovací dráze úspěšně demonstrovalo svůj podmořský start při ponoru. Poprvé tak námořnictvo vidělo tuto integrovanou schopnost ve vodě.
, /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, and Composite Energy Technologies (CET) have successfully demonstrated the undersea launch capabilities of HADALUS, a new, low-cost, long-endurance unmanned undersea vehicle (UUV).
During a recent U.S. Navy exercise, the UUV completed a series of at-sea missions on a Navy undersea test range, successfully demonstrating its undersea launch capabilities while submerged. This marks the first time the U.S. Navy has seen this integrated capability in the water and points toward a future where a single unmanned undersea platform can perform detect, reacquire and engage functions within one mission.
"This demonstration is an important step in a broader roadmap to deliver autonomous, end‑to‑end undersea capabilities that are far less detectable than surface platforms," said Jen Gauthier, vice president of Naval Systems & Sustainment at Raytheon. "By tightly coupling design, integration and at‑sea experimentation, we've proven we can bring new autonomous solutions to the fleet quickly and cost‑effectively."
HADALUS is a 34‑foot UUV with a six‑foot cross section and more than 2,000 nautical miles of endurance. Its free‑flooded, all‑carbon‑fiber exoskeleton delivers exceptional strength and payload capacity while enabling a significantly lower‑cost architecture. Designed to cost roughly one‑third to one‑fifth of comparable long‑endurance vehicles, HADALUS offers a scalable path to fielding affordable undersea capabilities.
In less than 18 months, Raytheon and CET progressed from a conceptual sketch to a complete prototype successfully demonstrated in water. This was driven by investment from both companies in the design and build of the vehicle, integration of the launcher, sonar and electronics and full system testing leading up to the exercise.
"HADALUS demonstrates that the undersea industrial base can move with greater speed and dynamism than traditional development cycles allow," said Chase Hogoboom, CEO and president of CET. "By combining CET's advanced composite vehicle architecture with Raytheon's mission systems, sensors and integration expertise, we have created a highly capable platform that can be produced at a fraction of the cost of conventional alternatives."
Raytheon is significantly expanding its workforce to support critical military programs. Opportunities are available for emerging talent, experienced professionals, and veterans. Discover open roles on our website and apply today.
About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
Raytheon od agentury Missile Defense Agency získal kontrakt za 745 milionů USD na výrobu a údržbu interceptorů Standard Missile-3 Block IIA (SM-3 IIA). Zakázka má posílit připravenost USA a spojenců proti balistickým hrozbám.
Contract strengthens U.S. and allied readiness against evolving ballistic missile threats
, /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has received a $745 million contract from the Missile Defense Agency for the production and sustainment of Standard Missile-3 Block IIA (SM‑3 IIA) interceptors.
"SM-3 Block IIA is a cornerstone of regional defense, giving the U.S. and allied partners greater reach, accuracy and confidence against evolving threats," said Barbara Borgonovi, president of Naval Power at Raytheon. "We've made sustained investments in our production lines and processes, which are allowing us to increase capacity and deliver these critical munitions to our customers more quickly."
SM-3 IIA is a cooperatively developed program between Japanese industry and Raytheon. The missile features a larger rocket motor and an enhanced kinetic warhead from its predecessors, allowing it to engage threats faster and protect larger regions from short- to intermediate-range ballistic missile threats.
RTX has made significant investments to expand capacity and accelerate production of the Standard Missile Family. This includes a recent $115 million expansion of its Alabama missile integration facility, which will increase the facility's integration and delivery capacity by over 50%. Production under this contract will be completed at Raytheon facilities in Tucson, Ariz., and Huntsville, Ala.
Raytheon is actively hiring to support this critical program. Opportunities are available for emerging talent, experienced professionals, and veterans. Discover open roles on our website and apply today.
About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
Rocket Lab v prvním čtvrtletí zvýšil tržby meziročně o 63 % na rekordních 200 milionů USD, ale volný peněžní tok zůstal záporný 77 milionů USD. Akcie za měsíc klesly o více než 30 % a po odrazu jsou stále asi o 13 % níže.
Shares of Rocket Lab (RKLB +9.46%) had a rough summer. At one point over the past month, the stock was down more than 30%. Even after a rebound, it's still down about 13% over that span.
That dip comes even as the business continues to grow at a healthy clip. First-quarter revenue jumped 63% year over year to a record $200 million, driven by stronger demand for launch services and space systems.
Image source: Getty Images.
Rocket Lab also posted a narrower-than-guided adjusted operating loss and completed its acquisition of Mynaric during the quarter, expanding its operational footprint in Europe.
So why the sell-off? One reason is cash burn. Free cash flow was negative $77 million, a wider loss than analysts expected. The bull case is that Rocket Lab's vertically integrated model will eventually translate into consistent profitability. It isn't there yet, but the longer-term direction for Rocket Lab still looks constructive.
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CEO Peter Beck called Rocket Lab "one of the only true end-to-end space companies on the planet." By controlling more of its supply chain, it can manage costs better than many competitors -- an advantage that should support healthier margins over time.
For long-term investors, the pullback looks like normal volatility. The core opportunity hasn't changed: Rocket Lab aims to take a larger slice of an expanding space economy that some Wall Street firms estimate could reach into the trillions over the next 20 years.
John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Rocket Lab. The Motley Fool has a disclosure policy.
Berkshire Hathaway po více než třech letech znovu nakupuje akcie a snížila hotovost na 365,5 miliardy USD. K tomu odkoupila vlastní akcie za 4,5 miliardy USD.
Berkshire Hathaway (BRKB -0.54%)'s insurance business had a rough quarter, but its energy and manufacturing arms covered for it. Operating earnings grew 16% year over year, as Berkshire Hathaway Energy earnings jumped 27% and manufacturing, service, and retail profits rose 24%. Total EPS more than doubled to $11.91, though that's mostly noise: it swings with mark-to-market moves in Berkshire's stock portfolio, not the businesses themselves. The stock is little-changed in pre-market trading.
CEO Greg Abel is putting Berkshire's cash to work: After years of hoarding, Berkshire is spending again. Its cash pile fell to $365.5 billion, from $397.4 billion in the first quarter, as it bought back $4.5 billion of its own stock, closed its acquisition of homebuilder Taylor Morrison, and became a net buyer of stocks for the first time in more than three years. What Abel bought stays secret for now: Berkshire won't say which stocks it added until its 13-F filing hits the SEC on Aug. 14. There's no telling yet whether Abel's team found real bargains or just added to what it already owns – but Berkshire buying again at all is the shift long-term holders have wanted to see. 2. Bad Jobs News, Best Week for Stocks in Months Stocks had their best week in months. The S&P 500 gained 3.58% to a fresh record, and the Nasdaq jumped 5.19% as beaten-down chip stocks bounced back –-- the iShares Semiconductor ETF (SOXX +2.02%) alone rose 7.6% on the week. Futures point to a quieter open this morning, with the S&P 500 and Nasdaq each up modestly in early trading.
A weak jobs report sparked the rally: The economy lost 23,000 jobs in July instead of adding the roughly 80,000 economists expected, and unemployment unexpectedly fell to 4.1%. Investors read the shortfall as raising the odds of Fed rate cuts, and cheaper money tends to lift stock prices. Wednesday's inflation report is the real test: Economists expect July CPI to ease to 3.4% year over year, with the core reading (which strips out food and energy) slipping to 2.5%. A cooler number would harden the case for a September rate cut; a hotter one would undo much of Friday's optimism. For long-term investors, the direction matters more than any single reading – watch whether rate-cut odds keep climbing, and don't overreact to one month's data. Meet two big movers behind a strong week
3. Hidden Gems With Something to Prove
Cellebrite (CLBT +3.56%) helps police and government agencies pull data off phones and computers, and it reports Thursday before the bell. The real test is whether new business reaccelerates after a slow first quarter. Watch federal and European sales, margins recovering from recent investment spending, and whether management can point to actual AI-product revenue instead of a roadmap. Cisco (CSCO +0.46%) builds the routers and switches that move traffic through corporate networks, and it reports fiscal Q4 results Wednesday after the close. Wall Street expects EPS around $1.17 on revenue near $16.82 billion. Watch AI infrastructure orders and how much of that demand runs through its new Silicon One chip platform. Valuation is already stretched, so guidance matters more than the headline beat. Rocket Lab (RKLB +9.46%), a Hidden Gems Foundational Stock, reports Q2 results after today's close. Management expects revenue of $225 million to $240 million for another record, and non-GAAP gross margins of 38% to 40%. Watch progress on the Neutron rocket, integration of the recently completed Mynaric acquisition, and the pending Motiv Space Systems deal. Q1 revenue grew fast, but the company posted a net loss, so spending discipline matters as much as growth.
4. Guidance Will Matter More Than the Beat for These Rule Breakers
On Holding (ONON +0.56%), the Swiss maker of premium running shoes, reports before tomorrow's open, with consensus near $0.41 EPS on roughly $1.1 billion in revenue. The strong franc is noise; what matters is whether constant-currency growth and durable margins show On still commanding premium prices. A rich valuation and an implied 8% move mean even a beat could sell off on cautious guidance. BBB Foods (TBBB +0.32%), a fast-growing hard-discount grocery chain in Mexico, reports after Wednesday's close, with consensus revenue up about 47% but a wider loss. The question is whether that loss is non-cash stock compensation or real operating weakness – so watch adjusted EBITDA, same-store sales (up 16% last quarter), and gross margins to see whether its cost-and-scale advantage is compounding. CAVA (CAVA +0.30%), the Mediterranean fast-casual chain, reports after Tuesday's close, with consensus of $360.1 million in revenue and $0.18 EPS, after Q1 revenue grew 32.1% and same-restaurant sales rose 9.7%. A new salmon launch should trim margins about a point on higher energy and labor costs, which is fine as long as same-restaurant sales hold. Its newer growth initiatives, though, remain a leverage story, not a proven one. 5. DoorDash's Drop Was Our Opening Team Hidden Gems
We recommended DoorDash (DASH +1.41%) in September 2025 through Hidden Gems: Secret Code. Weeks later, in early November, the company announced plans to spend "several hundred million dollars more" in 2026 on new products like autonomous delivery and a global tech platform. DoorDash shares tumbled 30%, and that recommendation went into the red for members. We were undeterred and recommended the stock nearly a dozen more times across our portfolios that fall. DoorDash has since recovered, and today nearly all of our 30+ recommendations sit in the green.
Long-term mindset: DoorDash is still early in a massive global market, and its spending is already paying off. It just won regulatory clearance to fly its own delivery drones, and orders hit 970 million last quarter, up 27%, on $1.4 billion in quarterly free cash flow. Trust strong leaders: Founder-CEO Tony Xu has made many tough calls in building this company over the past decade and has substantial skin in the game, owning roughly $2 billion in DoorDash stock. His track record of turning big bets – grocery, advertising, international – into profitable growth supported our view that this spending would pay off too. Knee-jerk sell-offs like this one create openings. Our Hidden Gems mindset is to lean into strong leaders and market-defining businesses, and it's paid off – our first DoorDash recommendation is up about 42% since December 2021.
6. Your Take What's a stock you held through an ugly sell-off that you're now glad you kept?
Discuss with friends and family, or become a member to hear what your fellow Fools are saying!
Majoritní akcionář Kinetik ISQ Global Fund II GP LLC prodal 235 349 akcií za průměrných 50,52 USD, celkem za 11 889 831,48 USD. Po transakci drží 1 691 370 akcií, což představuje pokles pozice o 12,22 %.
Kinetik Holdings Inc. (NYSE:KNTK – Get Free Report) major shareholder Isq Global Fund Ii Gp Llc sold 235,349 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $50.52, for a total transaction of $11,889,831.48. Following the completion of the sale, the insider directly owned 1,691,370 shares in the company, valued at $85,448,012.40. This trade represents a 12.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Major shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.
Isq Global Fund Ii Gp Llc also recently made the following trade(s):
On Friday, August 7th, Isq Global Fund Ii Gp Llc sold 26,550 shares of Kinetik stock. The stock was sold at an average price of $50.24, for a total value of $1,333,872.00. On Monday, August 3rd, Isq Global Fund Ii Gp Llc sold 2,175 shares of Kinetik stock. The stock was sold at an average price of $50.04, for a total value of $108,837.00. Kinetik Price Performance Shares of KNTK stock opened at $49.08 on Monday. The stock’s fifty day simple moving average is $48.31 and its 200 day simple moving average is $46.65. Kinetik Holdings Inc. has a one year low of $31.33 and a one year high of $52.54. The firm has a market cap of $7.97 billion, a price-to-earnings ratio of 17.78, a P/E/G ratio of 1.94 and a beta of 0.56.
Kinetik (NYSE:KNTK – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.19 by $0.45. The company had revenue of $581.44 million for the quarter, compared to the consensus estimate of $421.48 million. Kinetik had a net margin of 26.19% and a negative return on equity of 38.96%. The firm’s revenue for the quarter was up 36.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.33 EPS. On average, research analysts anticipate that Kinetik Holdings Inc. will post 0.81 earnings per share for the current year.
Hedge Funds Weigh In On Kinetik Institutional investors have recently modified their holdings of the business. Zimmer Partners LP bought a new stake in Kinetik in the 4th quarter valued at approximately $98,611,000. Wellington Management Group LLP increased its position in shares of Kinetik by 149.6% in the fourth quarter. Wellington Management Group LLP now owns 1,608,403 shares of the company’s stock valued at $57,983,000 after acquiring an additional 964,130 shares during the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its stake in shares of Kinetik by 86.5% in the fourth quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 1,843,400 shares of the company’s stock valued at $66,455,000 after buying an additional 855,000 shares in the last quarter. Cohen & Steers Inc. increased its holdings in Kinetik by 82.5% during the fourth quarter. Cohen & Steers Inc. now owns 1,843,506 shares of the company’s stock worth $66,458,000 after buying an additional 833,224 shares during the last quarter. Finally, Principal Financial Group Inc. raised its position in Kinetik by 382.8% during the fourth quarter. Principal Financial Group Inc. now owns 1,018,692 shares of the company’s stock worth $36,724,000 after acquiring an additional 807,707 shares in the last quarter. Institutional investors own 21.11% of the company’s stock.
Analysts Set New Price Targets A number of analysts recently weighed in on KNTK shares. US Capital Advisors raised shares of Kinetik from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, May 29th. Citigroup reissued a “buy” rating and issued a $52.00 price target (up from $51.00) on shares of Kinetik in a research note on Tuesday, May 12th. Scotiabank restated an “outperform” rating and issued a $52.00 price target (up from $51.00) on shares of Kinetik in a research report on Tuesday, May 12th. Tudor Pickering started coverage on Kinetik in a research note on Monday, July 20th. They set a “buy” rating and a $57.00 price objective for the company. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $56.00 target price on shares of Kinetik in a research note on Tuesday, July 21st. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $52.07.
View Our Latest Stock Analysis on KNTK
Key Kinetik News Here are the key news stories impacting Kinetik this week:
Positive Sentiment: Kinetik reported second-quarter earnings of $0.64 per share, far above the $0.19 analyst consensus and up from $0.33 a year earlier. Revenue rose 36.3% year over year to $581.4 million, also exceeding expectations. Kinetik Holdings Beats Q2 Earnings and Revenue Estimates Positive Sentiment: Management’s results and commentary highlighted strong NGL recoveries, downstream optimization and dividend coverage. Planned projects—including Kings Landing II, the ECCC Pipeline and expanded Gulf Coast access—could support multiyear EBITDA growth by allowing Kinetik to monetize capacity constraints in the Permian Basin. Kinetik Holdings Monetizing the Permian’s Constraints Neutral Sentiment: The earnings improvement strengthens Kinetik’s fundamental outlook, but one analysis argued that the stock is still not inexpensive. Shares trade near their 52-week high, with a P/E ratio around 17, potentially limiting near-term upside unless growth continues to exceed expectations. Kinetik Better Q2 Earnings, Still Not Cheap Negative Sentiment: Major shareholder ISQ Global Fund II GP LLC disclosed sales totaling approximately $13.3 million across August 3, 6 and 7. The transactions reduced its reported holdings, with the largest sale involving 235,349 shares. While the sales do not change Kinetik’s operations, they may create an overhang and raise short-term concerns about insider conviction. SEC Form 4 Insider Sale Filing Kinetik Company Profile (Get Free Report)
Kinetik (NYSE: KNTK) is a publicly listed midstream energy company focused on the development, operation and management of natural gas infrastructure across the United States. The company’s core business activities include the gathering, compression, processing, storage and transportation of natural gas, serving producers, utilities and industrial consumers. By integrating a suite of midstream services under a single platform, Kinetik aims to provide efficient, cost-effective and reliable solutions across the natural gas value chain.
The company was established in 2021 when assets were acquired from Talen Energy by a subsidiary of ArcLight Capital Partners, forming a comprehensive portfolio of pipelines, compression facilities and underground storage assets.
Featured Articles Five stocks we like better than Kinetik Albemarle’s Blowout Quarter Shows Why Lithium Still Matters Can DICK’S Turn Foot Locker Into a Winner? Why Dutch Bros Plunged Despite a Q2 Earnings Beat and Record Revenue Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War
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RUM Group dnes po uzavření trhu zveřejní výsledky; čeká se ztráta 9 centů na akcii a tržby 31,24 milionu USD. Investoři sledují první formální výhled po rebrandingu.
RUM Group Inc. (NASDAQ:RUM) shares are in the spotlight Monday with earnings slated for release today after the market close.
RUM Group shares are advancing steadily. Why is RUM stock advancing? Earnings Preview & HistoryRUM Group is expected to report a loss of 9 cents per share along with revenue of $31.24 million. For the prior quarter, the company reported a loss of 12 cents per share, missing the consensus estimate of a 9-cent loss. It also reported revenue of $25.46 million, missing the consensus estimate of $25.98 million.
What to WatchInvestors will be closely tracking the company’s first formal financial guidance since rebranding as RUM Group, as management has signaled it plans to begin providing formal guidance with this report. Progress at Quake AI, the company’s cloud and AI infrastructure business formed from the Northern Data acquisition, will also be in focus, including GPU utilization rates and updates on the $270 million in multi-year contracts previously disclosed.
Commentary on the $100 million advertising commitment from Tether — expected to scale materially in the second half of 2026 — along with monthly active user trends on Rumble’s video platform, should offer additional signals on whether the company’s dual-business strategy is gaining traction.
RUM Trades Above Its 200-Day, Below Everything ElseAt $6.49, RUM is trading 9.1% above its 20-day SMA ($6.01), but it remains 2.7% below its 50-day SMA ($6.74) and 0.8% below its 100-day SMA ($6.61), keeping the intermediate trend in "prove it" mode. The stock is also 2.1% above its 200-day SMA ($6.42), a constructive longer-term tell as long as it can stay north of that line on pullbacks.
Momentum is neutral: RSI sits at 50.74, which generally signals the stock isn’t stretched and is still deciding between range trade and trend continuation. In that context, traders often watch for RSI to push and hold above the midline as confirmation that upside pressure is building rather than fading.
The moving-average structure is mixed, with the 20-day SMA still below the 50-day SMA (a bearish short-term alignment), even after the golden cross in June when the 50-day SMA moved above the 200-day SMA. That combination often shows up in "repair" phases—longer-term trend improving, but the stock still needs follow-through to reclaim the 50-day and 100-day areas.
Recent turning points also frame the current setup: a swing high formed in June, followed by a swing low in July, and the stock broke above resistance in July before later breaking below support in July—classic chop that can trap both sides. From here, a sustained hold above the 200-day area improves the odds that the July low becomes a more durable floor.
Key Resistance: $6.50 — a nearby round-number area that’s also close to the 100-day SMA zone, where rebounds can stall Key Support: $6.00 — a nearby psychological level that sits close to the 20-day SMA area and has been a spot where buyers previously stepped in Read Next
RUM Shares Race HigherRUM Price Action: At the time of publication, RUM shares are trading 2.90% higher at $6.57, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Dudley & Shanley ve 2. čtvrtletí snížila podíl v Ryan Specialty o 3,1 % a prodala 14 875 akcií. Po transakci držela 465 146 akcií v hodnotě 17,564 milionu USD.
Dudley & Shanley Inc. reduced its stake in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 3.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 465,146 shares of the company’s stock after selling 14,875 shares during the period. Ryan Specialty accounts for about 2.7% of Dudley & Shanley Inc.’s holdings, making the stock its 21st biggest position. Dudley & Shanley Inc. owned 0.18% of Ryan Specialty worth $17,564,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in RYAN. Royal Bank of Canada grew its position in shares of Ryan Specialty by 10.6% during the first quarter. Royal Bank of Canada now owns 59,639 shares of the company’s stock worth $4,406,000 after acquiring an additional 5,739 shares during the last quarter. AQR Capital Management LLC raised its position in Ryan Specialty by 25.1% in the 1st quarter. AQR Capital Management LLC now owns 4,972 shares of the company’s stock valued at $367,000 after purchasing an additional 998 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Ryan Specialty by 46.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 376,154 shares of the company’s stock worth $27,787,000 after purchasing an additional 119,055 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Ryan Specialty by 11.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 332,823 shares of the company’s stock worth $24,586,000 after purchasing an additional 33,667 shares during the period. Finally, Creative Planning grew its position in Ryan Specialty by 15.4% during the 2nd quarter. Creative Planning now owns 4,586 shares of the company’s stock worth $312,000 after purchasing an additional 613 shares during the last quarter. Institutional investors and hedge funds own 84.82% of the company’s stock.
Analysts Set New Price Targets Several research analysts recently issued reports on the stock. JPMorgan Chase & Co. increased their price target on shares of Ryan Specialty from $39.00 to $45.00 and gave the stock an “underweight” rating in a report on Monday, August 3rd. Royal Bank Of Canada lifted their price objective on Ryan Specialty from $45.00 to $55.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Bank of America dropped their target price on Ryan Specialty from $70.00 to $68.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Wells Fargo & Company increased their target price on Ryan Specialty from $39.00 to $43.00 and gave the stock an “equal weight” rating in a research note on Monday, August 3rd. Finally, Piper Sandler raised their price target on Ryan Specialty from $44.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, July 31st. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $53.42.
View Our Latest Research Report on RYAN
Insider Transactions at Ryan Specialty In other news, EVP Mark Stephen Katz purchased 3,215 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average price of $31.07 per share, with a total value of $99,890.05. Following the purchase, the executive vice president directly owned 4,332 shares of the company’s stock, valued at approximately $134,595.24. This represents a 287.82% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Chairman Patrick G. Ryan bought 120,000 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average cost of $32.50 per share, for a total transaction of $3,900,000.00. Following the completion of the transaction, the chairman owned 13,817,859 shares of the company’s stock, valued at approximately $449,080,417.50. The trade was a 0.88% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have bought 130,715 shares of company stock valued at $4,263,590. Corporate insiders own 52.03% of the company’s stock.
Ryan Specialty Price Performance Shares of NYSE:RYAN opened at $42.78 on Monday. The company has a market cap of $10.94 billion, a P/E ratio of 59.42, a P/E/G ratio of 0.86 and a beta of 0.59. The business has a fifty day simple moving average of $38.92 and a 200-day simple moving average of $38.10. Ryan Specialty Holdings Inc. has a 52 week low of $29.28 and a 52 week high of $61.05. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 3.51.
Ryan Specialty (NYSE:RYAN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.14. The business had revenue of $916.65 million during the quarter, compared to the consensus estimate of $873.93 million. Ryan Specialty had a return on equity of 43.97% and a net margin of 7.55%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.66 EPS. Equities research analysts forecast that Ryan Specialty Holdings Inc. will post 2.15 EPS for the current year.
Ryan Specialty Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th will be paid a dividend of $0.13 per share. The ex-dividend date is Tuesday, August 11th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.2%. Ryan Specialty’s dividend payout ratio (DPR) is currently 72.22%.
Ryan Specialty announced that its Board of Directors has authorized a share buyback program on Tuesday, May 26th that allows the company to buyback $300.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 3.5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.
Ryan Specialty Profile (Free Report)
Ryan Specialty Group, Inc (NYSE: RYAN) is a global specialty insurance and reinsurance platform that partners with a network of insurers and reinsurers to deliver tailored risk solutions. The company focuses on complex and large-scale risks across multiple industry sectors, leveraging its underwriting expertise to structure coverage programs that meet clients’ unique needs.
Ryan Specialty’s core offerings span a diverse range of specialty lines, including casualty, property, professional liability, marine and energy, program administration, and sports and entertainment.
Featured Articles Five stocks we like better than Ryan Specialty Albemarle’s Blowout Quarter Shows Why Lithium Still Matters Can DICK’S Turn Foot Locker Into a Winner? Why Dutch Bros Plunged Despite a Q2 Earnings Beat and Record Revenue Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War Want to see what other hedge funds are holding RYAN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report).
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International Flavors & Fragrances Inc. (NYSE:IFF – Get Free Report) EVP Michael Deveau sold 8,825 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $85.55, for a total value of $754,978.75. Following the transaction, the executive vice president owned 5,199 shares of the company’s stock, valued at approximately $444,774.45. The trade was a 62.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
International Flavors & Fragrances Stock Performance IFF stock opened at $85.80 on Monday. International Flavors & Fragrances Inc. has a 1 year low of $59.14 and a 1 year high of $89.32. The stock has a market capitalization of $21.89 billion, a price-to-earnings ratio of 78.72, a PEG ratio of 2.65 and a beta of 0.93. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.72 and a current ratio of 2.06. The stock’s fifty day moving average is $77.77 and its two-hundred day moving average is $75.50.
International Flavors & Fragrances (NYSE:IFF – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The specialty chemicals company reported $0.82 EPS for the quarter, missing the consensus estimate of $1.07 by ($0.25). The firm had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $2.62 billion. International Flavors & Fragrances had a return on equity of 7.11% and a net margin of 2.78%.The firm’s revenue was up 1.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.15 EPS. On average, research analysts predict that International Flavors & Fragrances Inc. will post 3.69 EPS for the current year.
International Flavors & Fragrances Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be paid a $0.40 dividend. The ex-dividend date is Friday, September 18th. This represents a $1.60 annualized dividend and a dividend yield of 1.9%. International Flavors & Fragrances’s dividend payout ratio (DPR) is presently 146.79%.
International Flavors & Fragrances announced that its board has authorized a share buyback plan on Tuesday, August 4th that allows the company to buyback $2.50 billion in outstanding shares. This buyback authorization allows the specialty chemicals company to reacquire up to 12.1% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s management believes its stock is undervalued.
Wall Street Analyst Weigh In Several analysts have weighed in on IFF shares. Barclays lifted their target price on International Flavors & Fragrances from $90.00 to $96.00 and gave the company an “overweight” rating in a research note on Friday. Berenberg Bank raised their price target on International Flavors & Fragrances from $83.00 to $84.80 and gave the company a “hold” rating in a report on Thursday, May 7th. Vertical Research downgraded shares of International Flavors & Fragrances from a “buy” rating to a “hold” rating and set a $93.00 price objective for the company. in a report on Thursday. Morgan Stanley increased their target price on shares of International Flavors & Fragrances from $93.00 to $95.00 and gave the company an “overweight” rating in a research report on Wednesday, July 1st. Finally, Weiss Ratings restated a “hold (c)” rating on shares of International Flavors & Fragrances in a research report on Monday, August 3rd. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $92.16.
Get Our Latest Report on IFF
Trending Headlines about International Flavors & Fragrances Here are the key news stories impacting International Flavors & Fragrances this week:
Positive Sentiment: Barclays raised its price target from $90 to $96 and upgraded its stance to “overweight,” implying approximately 12% upside from the reference price. The move signals improving confidence in IFF’s earnings outlook and restructuring efforts. Benzinga analyst update Positive Sentiment: Benchmark increased its target from $100 to $105 and maintained a “buy” rating, representing roughly 22% potential upside. This is the most bullish valuation among the recent analyst actions. Benzinga analyst update Positive Sentiment: IFF plans to repurchase up to $2.5 billion of its shares, which could support per-share earnings and signal that management views the stock as attractively valued. IFF share buyback report Neutral Sentiment: UBS raised its price target from $84 to $91 but retained a “neutral” rating. The higher valuation provides modest upside, while the unchanged rating suggests the firm sees balanced potential and risks. Benzinga analyst update Negative Sentiment: Vertical Research downgraded IFF from “buy” to “hold,” despite assigning a $93 price target. The downgrade may limit enthusiasm because it reflects less conviction in near-term upside. Finviz analyst update Negative Sentiment: Second-quarter results were mixed to weak: adjusted earnings per share came in at $0.82 versus the $1.07 consensus, while revenue of $1.95 billion missed estimates of $2.62 billion. IFF also lowered its full-year sales outlook, overshadowing modest year-over-year revenue growth. International Flavors Q2 earnings snapshot Institutional Inflows and Outflows Large investors have recently bought and sold shares of the business. Wealthfront Advisers LLC acquired a new stake in International Flavors & Fragrances during the 2nd quarter worth about $1,944,000. Alpine Woods Capital Investors LLC purchased a new stake in shares of International Flavors & Fragrances in the second quarter worth approximately $3,151,000. Meeder Advisory Services Inc. purchased a new stake in shares of International Flavors & Fragrances in the second quarter worth approximately $220,000. Citizens Financial Group Inc. RI acquired a new stake in shares of International Flavors & Fragrances during the second quarter worth approximately $208,000. Finally, BlackRock Inc. purchased a new position in International Flavors & Fragrances during the second quarter valued at approximately $1,835,955,000. 96.02% of the stock is owned by institutional investors and hedge funds.
International Flavors & Fragrances Company Profile (Get Free Report)
International Flavors & Fragrances Inc (NYSE:IFF) is a global leader in the creation and production of flavors, fragrances, cosmetic actives and nutritional lipids. The company develops taste and scent solutions for a wide array of end markets including food and beverage, personal care, household goods and pharmaceutical products. Its portfolio spans natural and nature-identical flavors, fine fragrances, functional ingredients for skin and hair care, and specialty oils that enhance nutritional value and sensory appeal.
IFF’s research and development network comprises innovation centers in North America, Europe, Asia-Pacific and Latin America, where multidisciplinary teams collaborate on aroma chemistry, sensory science and biotechnology.
Read More Five stocks we like better than International Flavors & Fragrances Albemarle’s Blowout Quarter Shows Why Lithium Still Matters Can DICK’S Turn Foot Locker Into a Winner? Why Dutch Bros Plunged Despite a Q2 Earnings Beat and Record Revenue Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War Receive News & Ratings for International Flavors & Fragrances Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for International Flavors & Fragrances and related companies with MarketBeat.com's FREE daily email newsletter.
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COO společnosti Griffon Robert Mehmel prodal 22 209 akcií za 2 267 094,72 USD v rámci předem dohodnutého plánu 10b5-1. Po transakci drží 763 691 akcií.
Griffon Corporation (NYSE:GFF – Get Free Report) COO Robert Mehmel sold 22,209 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $102.08, for a total value of $2,267,094.72. Following the completion of the sale, the chief operating officer directly owned 763,691 shares in the company, valued at $77,957,577.28. The trade was a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Griffon Stock Performance Shares of GFF stock opened at $107.16 on Monday. The firm has a market capitalization of $4.85 billion, a price-to-earnings ratio of 27.34 and a beta of 1.44. The stock has a fifty day moving average of $91.92 and a 200 day moving average of $86.08. Griffon Corporation has a 52 week low of $65.01 and a 52 week high of $108.57. The company has a quick ratio of 1.79, a current ratio of 2.41 and a debt-to-equity ratio of 9.75.
Griffon (NYSE:GFF – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The conglomerate reported $1.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.34 by $0.17. The company had revenue of $481.37 million for the quarter, compared to analysts’ expectations of $457.70 million. Griffon had a net margin of 8.08% and a return on equity of 249.31%. Griffon’s quarterly revenue was down 21.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.50 earnings per share. As a group, research analysts expect that Griffon Corporation will post 5.33 earnings per share for the current year.
Griffon Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Monday, August 31st will be paid a dividend of $0.22 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $0.88 annualized dividend and a yield of 0.8%. Griffon’s payout ratio is presently 22.45%.
Institutional Inflows and Outflows Several institutional investors and hedge funds have recently bought and sold shares of GFF. BlackRock Inc. bought a new position in shares of Griffon in the 2nd quarter worth approximately $590,633,000. Deutsche Bank AG purchased a new stake in Griffon during the second quarter valued at approximately $4,170,000. Rice Hall James & Associates LLC purchased a new stake in Griffon during the second quarter valued at approximately $2,694,000. Trust Co. of Vermont bought a new position in Griffon in the second quarter worth approximately $237,000. Finally, OneDigital Investment Advisors LLC purchased a new position in shares of Griffon during the 2nd quarter worth $960,000. 73.22% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Griffon Here are the key news stories impacting Griffon this week:
Positive Sentiment: Quarterly earnings beat expectations: Griffon reported adjusted earnings of $1.51 per share, exceeding the $1.34 consensus estimate, while revenue of $481.4 million surpassed expectations of $457.7 million. Pricing improvements and volume growth—particularly from residential demand—helped offset a 21.5% year-over-year revenue decline. Management reaffirmed its fiscal 2026 outlook, supporting the view that operating momentum remains intact. GFF Q3 Earnings Beat Estimates on Pricing and Volume Growth Positive Sentiment: Analyst remains bullish after results: An investment analysis reiterated a Buy view, citing Griffon’s more focused business profile and an intact long-term growth story following the earnings release. Griffon Corporation: A Simpler Business With An Intact Growth Story Positive Sentiment: Shares reached a new 52-week high: The strong earnings performance and reaffirmed guidance have helped drive GFF to fresh annual highs, signaling strong market momentum. Griffon Reaches New 52-Week High After Strong Earnings Neutral Sentiment: Historical financials were recast: Griffon updated fiscal 2023–2025 financial information after strategic AMES transactions. The revisions improve comparability following the company’s portfolio changes, but investors may review the restated figures for any effects on historical trends or reported performance. Griffon Recasts Financials After Strategic AMES Transactions Negative Sentiment: Executives sold shares: CEO Ronald J. Kramer sold 100,000 shares for approximately $10.2 million, while COO Robert F. Mehmel sold a combined 37,061 shares worth about $3.8 million. Both sales were made under pre-arranged Rule 10b5-1 plans, and the executives still retain substantial holdings, reducing—but not eliminating—concern about insider selling. Analyst Upgrades and Downgrades A number of research analysts have issued reports on GFF shares. Zacks Research upgraded Griffon from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Wall Street Zen downgraded Griffon from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Stephens upped their price target on shares of Griffon from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Thursday. Robert W. Baird set a $125.00 price objective on shares of Griffon in a research report on Thursday. Finally, Weiss Ratings cut shares of Griffon from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, one has assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Griffon currently has a consensus rating of “Buy” and a consensus target price of $122.50.
Get Our Latest Stock Report on Griffon
Griffon Company Profile (Get Free Report)
Griffon Corporation (NYSE:GFF) is a diversified management and holding company whose subsidiaries design, manufacture and market products for residential, commercial and defense applications. Operating through three primary platforms—Home & Building Products, Defense Electronics and Specialty Industrial—Griffon’s portfolio spans consumer and industrial brands with a focus on long-lived products and recurring aftermarket opportunities.
In the Home & Building Products segment, Griffon’s Clopay Building Products division is a leading North American manufacturer of residential and commercial garage doors, specializing in steel, fiberglass and composite designs as well as decorative carriage-house styles.
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