Avient zvýší čtvrtletní dividendu na 0,2825 USD na akcii, což představuje šestnácté meziroční zvýšení dividendy v řadě. Roční dividenda vzroste z 1,10 USD na 1,13 USD.
, /PRNewswire/ -- The Board of Directors of Avient Corporation (NYSE: AVNT), an innovator of materials solutions, has declared a quarterly cash dividend of twenty-eight and a quarter cents ($0.2825) per share on the common stock outstanding, representing the sixteenth consecutive annual increase.
The $0.2825 per share will be paid on January 7, 2027, to stockholders of record on December 11, 2026. On an annualized basis, the dividend will increase from $1.10 to $1.13 per share on the common stock outstanding.
"We are pleased to increase our dividend for the sixteenth consecutive year," said Dr. Ashish Khandpur, Chairman, President and Chief Executive Officer, Avient Corporation. "Our consistent dividend growth reflects the strength of our business, our strong cash flow generation, and our commitment to returning value to shareholders through a disciplined and balanced capital allocation strategy."
About Avient
Our purpose at Avient Corporation (NYSE: AVNT) is to be an innovator of materials solutions that help our customers succeed, while enabling a sustainable world. Our local touch and customer engagement, combined with our global presence, allows us to serve customers with agility. We harness the collective strength of 9,000 employees worldwide to collaborate and build on each other's ideas. In doing so, we innovate solutions that help our customers overcome their challenges or capitalize on opportunities provided by the fast-changing world and secular trends. Our expanding portfolio of offerings includes colorants, advanced composites, functional additives, engineered materials, and Dyneema®, the world's strongest fiber™. By intersecting our broad portfolio of technologies with the product roadmaps of our customers, we help create differentiated and high-performance products that make the world better and more sustainable. Visit www.avient.com to learn more.
HCA Healthcare výrazně snížila celoroční výhled zisku poté, co změna struktury plátců ve 2. čtvrtletí snížila tržby zhruba o 400 mil. USD. Akcie společnosti 14. července klesly o 6,95 %.
NEW YORK, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of HCA Healthcare, Inc. ("HCA" or the "Company") (NYSE: HCA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether HCA and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On July 14, 2026, HCA issued a press release reporting its preliminary financial and operating results for the second quarter of 2026. Among other items, HCA sharply lowered its full-2026 profit guidance, citing an unfavorable shift in the Company's payer mix, which impacted revenue by approximately $400 million in the quarter.
On this news, HCA's stock price fell $27.14 per share, or 6.95%, to close at $363.60 per share on July 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
American Water zveřejní po uzavření trhu 28. října hospodářské výsledky za třetí čtvrtletí roku 2026, samostatný výhled hospodaření na rok 2027 a dlouhodobé finanční cíle.
American Water to Discuss Third Quarter 2026 Results and Initiation of 2027 Standalone Earnings Guidance on October 29, 2026PR Newswire
CAMDEN, N.J., Oct. 6, 2026
, /PRNewswire/ -- American Water Works Company, Inc. (NYSE: AWK) announced today that it intends to release its 2026 third quarter financial results and 2027 earnings guidance on a standalone basis, as well as its long-term financial targets, after the market closes on Wednesday, October 28, 2026.
John Griffith, President and Chief Executive Officer; David Bowler, Executive Vice President and Chief Financial Officer; and Cheryl Norton, Executive Vice President and Chief Operating Officer, will host a conference call and webcast with investors, analysts and other interested parties on Thursday, October 29, 2026, at 9 a.m. Eastern Time. There will be a question-and-answer session as part of the call.
Interested parties may listen to an audio webcast of the conference call through a link on the Investor Relations website at ir.amwater.com. Presentation slides that will be used in conjunction with the earnings conference call will also be made available online in advance at ir.amwater.com. A replay of the audio webcast will be available for one year on American Water's investor relations website at ir.amwater.com/events. The company recognizes its websites as key channels of distribution to reach public investors and as a means of disclosing material non-public information to comply with the company's obligations under SEC Regulation FD.
About American Water
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886 and celebrating 140 years in 2026, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to approximately 14 million people with regulated operations in 14 states and on 19 military installations. American Water's approximately 7,000 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders. For more information, visit amwater.com and join American Water on LinkedIn, Facebook, X and Instagram.
AWK-IR
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ROCHESTER, N.Y., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading U.S.-based total beverage alcohol company, today announced the acquisition of SpikedAde, a differentiated, consumer-led spirit-based ready-to-drink (RTD) beverage brand competing in the emerging sports drink-inspired "Ade" segment.
Constellation's strong brand building and go-to-market capabilities to help SpikedAde expand distribution across the U.S.Transaction includes a $75 million payment at close for 100% ownership of the business, as well as additional contingent consideration of up to $278 million payable over five years based on the future performance of the SpikedAde business, reflective of Constellation’s disciplined approach to capital allocation.The acquisition strengthens Constellation's position in the fast-growing RTD category and expands its portfolio into an emerging, consumer-led demand space.SpikedAde is well positioned to capitalize on the growing demand for flavorful, sessionable RTDs designed for modern social occasions and evolving consumer preferences.The spirit-based RTD category is one of the fastest-growing areas in beverage alcohol, with dollar sales increasing by 25% in the last year.1 About SpikedAde
SpikedAde is a spirit-based RTD beverage brand competing in the emerging "Ade" segment. The brand combines familiar sports drink flavors with a vodka base in a zero-sugar, 100-calorie, non-carbonated format. As a first mover in the space, SpikedAde has demonstrated strong early momentum through expanding distribution, rapid account growth, and high reorder rates. With an established presence across the eastern U.S. and significant runway for growth, SpikedAde represents a compelling opportunity to accelerate its expansion and extend its reach.
Message from Constellation’s President & CEO
“SpikedAde has successfully carved out a distinctive position in an emerging segment and built a brand that is clearly connecting with consumers,” said Nicholas Fink, Constellation’s President and Chief Executive Officer. “As consumer preferences evolve and new occasions continue to emerge, we're excited to build on the strong foundation the SpikedAde team has created and leverage our proven capabilities to accelerate growth, expand the brand's reach, and unlock new opportunities for the platform over time.”
Message from SpikedAde Founder and CEO
“When we created SpikedAde, it was with the goal of helping define a new era for RTDs – one that meets consumers where performance, lifestyle, and social energy intersect – and our team and distributor partners turned that vision into reality faster than we ever imagined,” said Jason Cohen, Founder and CEO of SpikedAde. “With Constellation's scale and expertise behind it, we're excited to see SpikedAde reach even more consumers with its distinctive positioning and continue its remarkable growth trajectory.”
FAQ
Why did Constellation acquire SpikedAde?
Constellation Brands acquired SpikedAde on October 6, 2026 to strengthen its position in the fast-growing RTD category and expand its portfolio into new consumer demand spaces aimed at sustainable consumer trends. What is SpikedAde?
SpikedAde is a spirit-based RTD beverage brand competing in the emerging "Ade" segment. The brand combines familiar sports drink flavors with a vodka base in a zero-sugar, 100-calorie, non-carbonated format. What is the “Ade” segment?
"Ade" is an emerging segment of spirit-based RTD beverages inspired by familiar sports drink flavors. SpikedAde was one of the first brands to establish a presence in the segment. Will SpikedAde continue to operate as its own brand?
The SpikedAde team will be integrated into Constellation’s Beer Division, and Constellation will assume production oversight, marketing, and distribution of the brand. The company intends to align SpikedAde distribution with Gold Network Distributor partners, in accordance with applicable law. 1Circana MULOC+ 52 weeks ending 8-30-26
ABOUT CONSTELLATION BRANDS
Constellation Brands (NYSE: STZ), a leading U.S.-based company, is an international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love because we believe elevating human connections is Worth Reaching For. It’s worth our dedication, hard work, and calculated risks to anticipate market trends and deliver for our consumers, shareholders, employees, and industry. This dedication is what has driven us to become one of the fastest-growing, large CPG companies in the U.S. at retail, and it drives our pursuit to deliver what’s next.
Every day, people reach for brands from our high-end, imported beer portfolio anchored by the iconic Corona Extra and Modelo Especial, a flavorful lineup of Modelo Cheladas, and favorites like Pacifico, and Victoria; our exceptional wine brands including The Prisoner Wine Company, Robert Mondavi Winery, Kim Crawford, Schrader Cellars, and Lingua Franca; and our craft spirits brands such as Mi CAMPO Tequila and High West Whiskey.
As an agriculture-based company, we strive to operate in a way that is sustainable and responsible. Our ESG strategy is embedded into our business and we focus on serving as good stewards of the environment, investing in our communities, and promoting responsible beverage alcohol consumption. We believe these aspirations in support of our longer-term business strategy allow us to contribute to a future that is truly Worth Reaching For.
To learn more, visit www.cbrands.com and follow us on LinkedIn and Instagram.
FORWARD-LOOKING STATEMENTS
This news release contains forward-looking statements. All statements other than statements of historical fact are forward-looking statements. The word “expect” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These statements may relate to business strategy, future operations, prospects, plans, and objectives of management, including expanding SpikedAde’s distribution, the amount of contingent consideration, if any, that may be paid, strengthening Constellation's position in the fast-growing RTD category, emerging, consumer-led demand spaces, SpikedAde’s ability to capitalize on growing demand and connect with consumers, SpikedAde’s runway for and continuing growth, building on SpikedAde's foundation and unlocking new opportunities, and integration and distribution plans for SpikedAde, as well as information concerning expected actions of third parties. All forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those set forth in, or implied by, such forward-looking statements.
The forward-looking statements are based on management’s current expectations and should not be construed in any manner as a guarantee that any of the events anticipated by the forward-looking statements will in fact occur or will occur on the timetable contemplated hereby. All forward-looking statements speak only as of the date of this news release and Constellation does not undertake any obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
In addition to risks and uncertainties associated with ordinary business operations, the forward-looking statements contained in this news release are subject to other risks and uncertainties, including the accuracy of all projections and other factors and uncertainties disclosed from time-to-time in Constellation Brands’ filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended February 28, 2026, which could cause actual future performance to differ from current expectations.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e50b51fa-5183-4317-84b1-966b5db3ee08
A downloadable PDF copy of this news release can be found here: http://ml.globenewswire.com/Resource/Download/0771de0a-3696-4d58-b7c6-290102f8c9c6
Pomerantz vyšetřuje společnost Acadia kvůli možnému podvodu s cennými papíry poté, co remlifanserin těsně nesplnil primární cílový ukazatel studie; akcie 24. září klesly o 12,78 %.
NEW YORK, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of ACADIA Pharmaceuticals Inc. (“Acadia” or the “Company”) (NASDAQ: ACAD). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Acadia and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 24, 2026, Acadia issued a press release “announc[ing] Phase 3 enabling topline results from the Phase 2 portion of the ongoing RADIANT clinical trial program evaluating remlifanserin for the treatment of hallucinations and delusions associated with Alzheimer’s disease psychosis (ADP).” Among other data, the Company disclosed that remlifanserin at 60 mg “narrowly missed” the primary endpoint of a clinical tool designed to measure the severity of the disease.
On this news, Acadia’s stock price fell $3.25 per share, or 12.78%, to close at $22.18 per share on September 24, 2026.
Then, on September 25, 2026, multiple analysts downgraded Acadia, citing the disappointing trial results.
On this news, Acadia’s stock price fell $1.50 per share, or 6.76%, to close at $20.68 per share on September 25, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Ministerstvo energetiky USA přislíbilo společnosti Vistra až 4,2 mld. USD na prodloužení životnosti a modernizaci tří jaderných elektráren, čímž zachová téměř 4 GW výkonu a přidá 433 MW kapacity.
Washington's latest nuclear deal adds new power without building a single new reactor. Energy Secretary Chris Wright made the pitch on Monday: run the existing nuclear plants in America longer to deliver cheaper, steadier power around the clock.
The U.S. Department of Energy (DOE) announced a loan commitment of up to $4.2 billion for Vistra (VST +10.77%) to extend and upgrade three of its nuclear plants -- Beaver Valley in Pennsylvania, and Davis-Besse and Perry in Ohio.
The DOE says the project will preserve nearly 4 gigawatts (GW) of existing power and add 433 megawatts (MW) of new capacity. That could power more than 3 million homes across Pennsylvania, Ohio, and the PJM region. The PJM region is the stretch of the eastern U.S. where PJM Interconnection runs the power grid, covering all or parts of 13 states and the District of Columbia.
Here's the big number: The investment will extend the plants' lives for another 20 years beyond their current licenses.
Zoom out, and Monday's deal is just a piece of a much bigger plan that should benefit more stocks than one.
Image source: Getty Images.
Trump's big nuclear betPresident Donald Trump's May 2025 executive order set an ambitious goal to jump-start America's nuclear energy industry and quadruple capacity to 400 GW by 2050.
Washington can add nuclear power mainly in three ways: new reactors, restarts, and uprates (increasing the capacity and output of existing plants). It is going after all three.
Here are some examples of the DOE's major recent nuclear deals.
New reactorsA conditional $17.5 billion loan to Westinghouse to deploy up to 10 new AP1000 reactors. Westinghouse is jointly owned by Brookfield Renewable Partners (BEPC +4.70%)(BEP +4.25%) and Cameco (CCJ +6.34%).
RestartsThe DOE closed a $1 billion loan to Constellation Energy (CEG +12.25%) to bring back the 835-megawatt Crane Clean Energy Center, the old Three Mile Island Unit 1, which shut in 2019. Tech giant Microsoft (MSFT +0.78%) had already signed to buy the power even before the DOE loan.
UpratesVistra's latest $4.2 billion loan commitment for three of its plants. Here's something else you must know: In January 2026, tech behemoth Meta Platforms (META -0.41%) already signed 20-year power purchase agreements with Vistra to buy 2,609 MW from those same plants.
What this means for investors in nuclear energy I see two emerging patterns.
First, the biggest federal loans or commitments are going to existing plants, because that solves the energy problem faster than building a new reactor.
Second, plants that already have a license, a grid connection, and a buyer are getting Washington's attention. While Constellation had already found a buyer for Crane output in Microsoft, Vistra found one in Meta.
All Washington is doing is adding money on top, so the companies that own these plants can restart or uprate more quickly and more affordably.
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The nuclear renaissance is real, and I strongly believe that owners of existing reactors, such as Constellation and Vistra, stand to win the most.
While Constellation operates the largest nuclear fleet in the U.S., Vistra owns the second-largest fleet among competitive power producers that sell electricity on the open market. Both hold scarce assets that the artificial intelligence (AI) boom needs but can't quickly replace: reactors that deliver clear, uninterrupted nuclear power around the clock.
Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cameco, Constellation Energy, Meta Platforms, Microsoft, and Vistra. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
Aurora Cannabis zahájí nezávislé posouzení zvýšené nepřátelské nabídky společnosti Curaleaf ve výši implicitního protiplnění 5,00 USD za akcii a doporučuje akcionářům, aby do zveřejnění stanoviska nepodnikali žádné kroky.
Aurora's Special Committee will commence a thorough and independent review of the revised Hostile Bid and the Board will provide a formal recommendation to shareholders once the review is complete. Shareholders are advised to TAKE NO ACTION pending a formal recommendation. Aurora shareholders will have until at least December 4, 2026, to consider their options. Questions about the Hostile Bid or would like to stay informed? Please contact Kingsdale Advisors toll-free at 1-800-749-9052 within North America, call or text 416-623-4172 or at [email protected]. , /PRNewswire/ -- Aurora Cannabis Inc. ("Aurora" or the "Company") (TSX: ACB) (NASDAQ: ACB), the Canadian-based leading global medical cannabis company, responded today to a press release issued by Curaleaf Holdings, Inc. ("Curaleaf") (TSX: CURA) (OTCQX: CURLF) regarding the filing of a Notice of Variation and Change to revise its hostile take-over bid (the "Hostile Bid") for all of the issued and outstanding common shares of the Company (the "Aurora Shares") to offer revised implied consideration of US$5.00 per Share, consisting of 0.4013 subordinate voting shares of Curaleaf plus US$1.00 in cash per Aurora Share.
"The filing of a revised Hostile Bid is simply the next step in the process, not a deadline to make a decision. Investors deserve the chance to review the revised Hostile Bid and decide for themselves whether it reflects the full value of the company they already own. Our Board and Special Committee are commencing their review, and until Aurora's formal recommendation is available, we urge investors to take no action," said Miguel Martin, Executive Chairman and CEO of Aurora.
"Once the review is complete, the Board will communicate its recommendation and provide the relevant information to shareholders to support them in considering their options," concluded Mr. Martin.
The Company will provide a comprehensive response to Aurora shareholders in a timely manner once the Special Committee has completed its review and the Board has made its recommendation with respect to the revised Hostile Bid.
Take No Action
Aurora shareholders are advised to TAKE NO ACTION on the Hostile Bid as previously recommended on September 2, 2026 and to wait for further communication from the Board of Directors. Aurora shareholders will have until at least December 4, 2026, to consider their options, being the revised expiry date of Curaleaf's Hostile Bid.
The Special Committee will consider the Hostile Bid with its advisors before making a recommendation to the Board. Aurora shareholders will be notified of the Board's formal recommendation through a news release and Directors' Circular.
Shareholder Assistance
Aurora shareholders with questions about the Hostile Bid or who would like to stay informed may contact Kingsdale Advisors, the Company's strategic advisor and information agent:
Toll-Free (within North America): 1-800-749-9052 Call or Text: 416-623-4172 Email: [email protected] Visit protectaurora.com About Aurora Cannabis
Aurora is a global leader in medical cannabis, dedicated to improving lives through scientific expertise, proven performance, and a deep commitment to patient care. Aurora serves medical markets across Canada, Europe, Australia, and New Zealand with a portfolio of trusted, leading brands including Aurora®, MedReleaf®, Pedanios®, IndiMed™, San Raf®, and Whistler Medical Marijuana Corporation®. With world-class GMP-certified manufacturing facilities in Canada and Germany, and a team of industry-leading professionals, Aurora continues to expand its global footprint and deliver consistent, high-quality cannabis products with the purpose of Opening the World to Cannabis™.
Learn more at www.auroramj.com and follow us on X and LinkedIn.
Aurora's common shares trade on the NASDAQ and TSX under the symbol "ACB".
Aurora has filed a Solicitation/Recommendation Statement on Schedule 14D-9F with the U.S. Securities and Exchange Commission (the "SEC"), which includes a Director's Circular, dated September 1, 2026. Investors are urged to read this document and any other relevant documents filed with the SEC, as well as any amendments or supplements to these documents, when they become available, before making any investment decision with respect to the Hostile Bid. The Hostile Bid is made for the securities of a Canadian issuer and while the Hostile Bid is subject to disclosure requirements of Canada, investors should be aware that these requirements are different from those of the United States. The enforcement by investors of civil liabilities under the U.S. federal securities laws may be affected adversely by the fact that the issuer is located in Canada, and that some or all of its officers and directors are residents of Canada.
Forward Looking Statements
This news release includes statements containing certain "forward-looking information" within the meaning of applicable securities laws ("forward-looking statements"). Forward-looking statements are frequently characterized by words such as "plan", "continue", "expect", "project", "intend", "believe", "anticipate", "estimate", "may", "will", "potential", "proposed" and other similar words, or statements that certain events or conditions "may" or "will" occur. Forward-looking statements made in this news release include, but are not limited to, statements and information about Curaleaf's revised Hostile Bid, including the revised consideration, the Special Committee's planned review of the revised Hostile Bid and any recommendation with respect to the same.
These forward-looking statements are only predictions. Forward-looking information or statements contained in this news release have been developed based on the Company and its management's good faith assumptions relating to the financial, market, regulatory and other relevant environments that will exist and affect the Company's business and operations in the future. Forward-looking information and statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management at the date the statements are made including, among other things, assumptions about: development costs remaining consistent with budgets; the ability to manage anticipated and unanticipated costs; access to favorable equity and debt capital markets; the ability to raise sufficient capital to advance the business of the Company; favorable operating and economic conditions; political and regulatory stability; obtaining and maintaining all required licenses and permits; receipt of governmental approvals and permits; sustained labour stability; stability in financial and capital goods markets; favorable production levels and costs from the Company's operations; the pricing of various cannabis products; the level of demand for cannabis products; the availability of third-party service providers and other inputs for the Company's operations; and the Company's ability to conduct operations in a safe, efficient, and effective manner. The Company does not give any assurance that the assumptions on which forward-looking information or statements are based will prove to be correct, or that the Company's business or operations will not be affected in any material manner by these or other factors not foreseen or foreseeable by the Company or management or beyond the Company's control. Such forward-looking statements are estimates reflecting the Company's best judgment based upon current information and involve a number of risks and uncertainties, and there can be no assurance that other factors will not affect the accuracy of such forward-looking statements. These risks include, but are not limited to, the ability to retain key personnel, the ability to continue investing in infrastructure to support growth, the ability to obtain financing on acceptable terms, the continued quality of our products, customer experience and retention, the development of third party government and non-government consumer sales channels, management's estimates of consumer demand in Canada and in jurisdictions where the Company exports, expectations of future results and expenses, the availability of additional capital to complete construction projects and facilities improvements, the risk of successful integration of acquired business and operations, management's estimation that SG&A will grow only in proportion to revenue growth, the ability to expand and maintain distribution capabilities, the impact of competition, the general impact of financial market conditions, the yield from cannabis growing operations, product demand, changes in prices of required commodities, competition, and the possibility for changes in laws, rules, and regulations in the industry, epidemics, pandemics or other public health crisis, and other risks as set out under the heading "Risk Factors" in the Company's annual information form dated June 10, 2026 (the "AIF") and filed with Canadian securities regulators available on the Company's issuer profile on SEDAR+ at www.sedarplus.com and filed with and available on the SEC's website at www.sec.gov. The Company cautions that the list of risks, uncertainties and other factors described in the AIF is not exhaustive and other factors could also adversely affect its results. Readers are urged to consider the risks, uncertainties and assumptions carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such information. The Company is under no obligation, and expressly disclaims any intention or obligation, to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as expressly required by applicable securities laws.
Lamb Weston v 1. čtvrtletí fiskálního roku 2027 překonal odhady s upraveným ziskem na akcii (EPS) ve výši 0,75 USD a zvýšil celoroční výhled tržeb na nízký jednociferný růst.
Lamb Weston NYSE: LW has its share of issues, not least of all the lingering impact of the botched rollout of its enterprise resource planning (ERP) platform, which is now more of a mental hang-up than anything else. It also has an active turnaround strategy, supported by activist investors, that is starting to show results.
Lamb Weston Today
LW
Lamb Weston
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While sales remain sluggish, margins are improving, setting the stage for accelerated earnings growth in upcoming quarters. The capital return capacity is healthy and improving quarterly, enabling dividends and share buybacks, the primary reason for owning consumer staples stocks.
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Trading at about 15x current-year earnings guidance, LW stock is a deep-value opportunity, with the market pricing in failure rather than recovery. What the market is missing is that this company isn't broken, but rather suffering from self-inflicted wounds that it can and will recover from.
Looking forward, investors can expect steady revenue growth, margin recovery, and accelerated earnings growth over time—and the capital returns that come with it.
Lamb Weston: An Early-Stage Dividend Growth MachineLamb Weston is a committed dividend payer and dividend growth machine, with eight consecutive annual increases since its spin-off and the ninth coming down the pipe. The opportunity for investors is to get on board now, while it's still early in the game, as history suggests the stock price will rise given the company's capital-return growth trajectory.
In this scenario, consistency, annual increases, and yield drive rising ownership, with ownership accelerating as periodic milestones are reached. These include the 10th, 15th, and 25th consecutive years of distribution increases; thresholds for inclusion in key indices like the Dividend Achievers, Dividend Aristocrats, and Dividend Kings; and triggers for index-related and buy-and-hold investing.
Lamb Weston did not buy back significant shares in Q1 of its fiscal 2027 (FY2027) but is on track to reduce the count this year. Trailing 12-month activity reduced the count by 1.2%, and $245 million remains under the remaining authorization, worth about 4% of the early October market cap. Balance sheet highlights reflect capacity for buybacks to continue, with cash and assets increasing, and liabilities and equity steady.
Among Lamb Weston’s risks is its debt. While not excessively high, it is a headwind that could quickly become a problem if the company makes further missteps. The offset is that strategy execution is driving results, providing better clarity into future profitability and debt coverage. As it is, the company’s cash flow is sufficient; the debt is merely a concern dragging on sentiment.
Lamb Weston Outperforms, Raises Guidance in Fiscal Q1Lamb Weston didn’t have a robust quarter but posted nearly 1% growth and outperformed estimates while improving operations. Growth was centered in North America, which grew by 5% and accounts for about 65% of the total business. Volume also rose 2%, offset by price/mix and weakness in the International segment. International business contracted by 8%, hurt by regional demand, high crop yields, and carrying costs linked to capacity utilization.
Margin was a bright spot, down year over year (YOY) due to rising cost pressures, but less than expected. Key takeaways include $280 million in adjusted EBITDA, $103 million in adjusted net income, flat YOY and sufficient for an approximate 50% dividend payout ratio. Other bullish factors include 75 cents in adjusted earnings per share, up 2 cents YOY (about 1%) and more than 15 cents above MarketBeat’s consensus forecast.
Looking ahead, the company expects the strengths to continue and has lifted its full-year guidance. Execs now expect low single-digit growth versus the prior outlook of flat to 1% growth, with adjusted earnings of $3.05 at the low end, nearly a nickel above forecasts and potentially cautious.
Lamb Weston Stock Sends Signal After Earnings ResultsThe market response following the earnings release highlights the strength of Lamb Weston's Q1 FY2027 results. The stock gained more than 10%, confirming support in the low-$40s and the potential for a complete reversal. The next hurdle is existing highs in the mid-$50s, likely reached before the year's end. A move above $50 would signal a shift in market dynamics and likely lead to a sustainable rally.
Risks for investors to be aware of include the status of the ERP rollout, which has been paused, and its long-term ramifications. Not only were client relationships damaged, but class-action lawsuits against the company and its executives can proceed. Investors allege the company misled the market about the inherent risks, including system failures. The next visible catalyst is the upcoming investor day scheduled for early in 2027. Execs are expected to give updates on Europe, ERP initiatives, and strategic progress.
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Po schůzce s vedením vidí Jefferies u PVH prostor pro růst tržeb i marží; e-commerce a džínová kategorie značky Calvin Klein rostou dvouciferným tempem.
PVH Corp. (NYSE:PVH) has a compelling opportunity within reach to improve both sales and margins, according to Jefferies, following a meeting with company management in New York.
The analysts described the session as "more like a catchup than turnaround," saying strong brand awareness and heritage give PVH a better starting point.
Management was upbeat about improved areas of growth across the business, though Jefferies noted meaningful work remains.
PVH said Calvin Klein's opportunity centers on monetizing existing brand equity. Brand awareness stands at 88% in the Americas, 87% in Europe and 65% in Asia-Pacific, and marketing is generating strong social engagement, particularly among younger consumers.
The company's framework is that social engagement drives traffic, traffic drives e-commerce revenue, and e-commerce supports broader direct-to-consumer growth and, later, wholesale.
Double-digit growth in e-commerce and denim points to the strategy working, Jefferies said.
Calvin Klein is being built around underwear, denim and fragrance. Denim is a particular focus, as the team believes consumer awareness and cultural relevance far exceed the category's current sales contribution.
Executives acknowledged the turnaround has taken longer than expected, but PVH views the investments as necessary to improve product consistency and support higher average unit retail prices.
The team pointed to underlying constant-currency revenue growth, double-digit growth in key Calvin Klein categories and pricing power gains as early evidence of results.
PVH described encouraging direct-to-consumer trends in Europe, including e-commerce growth, while acknowledging that wholesale remains softer amid a fragmented distribution landscape and uneven macro backdrop.
Jefferies expects Europe wholesale to remain more challenged, with improvement anticipated in the second half of next year.
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ONEOK dokončil akvizici aktiv společnosti Brazos Midstream v Permské pánvi za přibližně 4,425 miliardy USD. Transakce více než zdvojnásobí zpracovatelskou kapacitu v oblasti Midland Basin na 2,3 mld. kubických stop denně.
TULSA, Okla., Oct. 06, 2026 (GLOBE NEWSWIRE) -- ONEOK, Inc. (NYSE: OKE) today announced it has completed the acquisition of Brazos Midstream's Permian Midland Basin natural gas gathering and processing assets for total cash consideration of approximately $4.425 billion.
“The completion of this acquisition further strengthens our Permian Midland Basin position with a premier gathering and processing platform supported by high-quality acreage, long-term contracts and some of the basin's leading producers,” said Pierce H. Norton II, ONEOK president and CEO. “These assets provide significant opportunities for future growth and enhance our ability to connect increasing natural gas and NGL production across ONEOK's integrated system.”
The acquisition more than doubles ONEOK’s Midland Basin processing capacity to approximately 2.3 billion cubic feet per day, including facilities currently under construction. The system is supported by approximately 600,000 dedicated acres under long-term fixed-fee contracts, with a weighted-average remaining term of more than 12 years.
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At ONEOK (NYSE: OKE), we deliver energy products and services vital to an advancing world. We are a leading midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through our approximately 60,000-mile pipeline network, we transport the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy solutions needed today and into the future. As one of the largest integrated energy infrastructure companies in North America, ONEOK is delivering energy that makes a difference in the lives of people in the U.S. and around the world.
ONEOK, Inc. is an S&P 500 company headquartered in Tulsa, Oklahoma.
For information about ONEOK, visit www.oneok.com. For the latest news, visit the ONEOK newsroom or find us on LinkedIn, Facebook, X and Instagram.
FORWARD-LOOKING STATEMENTS:
Some of the statements contained and incorporated in this news release are forward-looking statements as defined under federal securities laws. The forward-looking statements relate to our anticipated financial performance (including projected levels of quarterly and annual dividends and adjusted EBITDA), growth, leverage, synergies, liquidity, market conditions and other matters. We make these forward-looking statements in reliance on the safe harbor protections provided under federal securities laws and other applicable laws.
Forward-looking statements include the items identified in the preceding paragraph, the information concerning possible or assumed future results of our operations and other statements contained or incorporated in this news release identified by words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "goal," "guidance," "intend," "may," "might," “outlook,” "plan," "potential," "project," "scheduled," "should," "will," "would" and other words and terms of similar meaning.
One should not place undue reliance on forward-looking statements. Known and unknown risks, uncertainties and other factors may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by forward-looking statements, including, without limitation, ONEOK being unable to achieve the anticipated benefits of the acquisition, including failure to achieve anticipated growth levels or operational synergies. Those factors may affect our operations, markets, products, services and prices. These and other risks are described in greater detail in Item 1A, Risk Factors, in our most recent Annual Report on Form 10-K and in the other filings that we make with the Securities and Exchange Commission (SEC), which are available on the SEC’s website at www.sec.gov. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by these factors. Any such forward-looking statement speaks only as of the date on which such statement is made, and, other than as required under securities laws, we undertake no obligation to update publicly any forward-looking statement whether as a result of new information, subsequent events or change in circumstances, expectations or otherwise.
ONEOK Completes Acquisition of Brazos Midstream’s Permian Midland Basin Assets
ONEOK Completes Acquisition of Brazos Midstream’s Permian Midland Basin Assets ONEOK has completed its acquisition of Brazos Midstream’s Permian Midland Basin assets for approxima...
BridgeBio na konferenci HFSA 2026 představí deset prezentací o acoramidisu při ATTR-CM, včetně nezávislého srovnání s tafamidisem na základě údajů z reálné klinické praxe.
PALO ALTO, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) ("BridgeBio" or the "Company"), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, announced today that one oral presentation, three rapid-fire oral presentations, and six poster presentations on acoramidis in individuals with transthyretin amyloid cardiomyopathy (ATTR-CM) will be shared at the Heart Failure Society of America (HFSA) Annual Scientific Meeting (ASM) 2026, taking place in Phoenix, Arizona on October 9-12, 2026. The data further strengthen the differentiated clinical profile of acoramidis, reinforcing it as the first-line treatment of choice for individuals with ATTR-CM. Acoramidis is the only selective small molecule, orally administered, near-complete (≥90%) transthyretin (TTR) stabilizer.
Acoramidis is approved as Attruby® by the U.S. FDA and is approved as BEYONTTRA® by the European Medicines Agency (EMA), Japanese Pharmaceuticals and Medical Devices Agency, Swissmedic, the Swiss Agency for Therapeutic Products, the UK Medicines and Healthcare Products Regulatory Agency, and the Brazilian Health Regulatory Agency (ANVISA) with all labels specifying near-complete stabilization of TTR.
Oral Presentation:
Association Between the Burden of Cardiovascular-Related Hospitalizations and All-Cause Mortality in Transthyretin Amyloid Cardiomyopathy: Insights from ATTRibute-CM
Presenter: Quan Bui, M.D., UC San Diego Health, U.S.
Date/time: Saturday, October 10 at 7:45 am MST
Rapid-Fire Oral Presentations:
Real-World Comparative Effectiveness Study of Acoramidis Versus Tafamidis in Transthyretin Amyloid Cardiomyopathy Using the Epic COSMOS Data Platform
Presenter: David Lanfear, M.D., M.S., Chief Scientific Officer of Henry Ford Health, U.S.
Date/time: Sunday, October 11 at 11:30 am MST
Early eGFR Dip Following Acoramidis Initiation is Associated with Reduced Risk of Mortality and Recurrent Cardiovascular-Related Hospitalizations in ATTR-CM
Presenter: Ahmad Masri, M.D., M.S., Oregon Health & Science University, U.S.
Date/time: Sunday, October 11 at 11:12 am MST
Ratio of Serum Transthyretin to NT-proBNP is a Novel Prognostic Measure for Transthyretin Amyloid Cardiomyopathy: Insights from ATTRibute-CM
Presenter: James L. Januzzi, M.D., Massachusetts General Hospital, U.S.
Date/time: Sunday, October 11 at 10:45 am MST
Poster Presentations:
Falls and Fractures Drive Increased Hospitalizations and Costs in Patients with Transthyretin Amyloid Cardiomyopathy Compared with Controls
Presenter: Nitasha Sarswat, M.D., University of Chicago, U.S.
Date/time: Friday, October 9 at 6:15 pm MST
Evaluating the Long-Term Effects of Acoramidis on Cardiac Function, Structure, and Amyloid Burden in Transthyretin Amyloid Cardiomyopathy: ASCEND-ATTR
Presenter: Ahmad Masri, M.D., M.S., Oregon Health & Science University, U.S.
Date/time: Saturday, October 10 at 1:45 pm MST
Real-World Burden of Transthyretin Amyloid Cardiomyopathy Disease and Outcomes in Patients on Tafamidis Prior to Initiating Acoramidis
Presenter: Richard Wright, M.D., Pacific Heart Institute, U.S.
Date/time: Saturday, October 10 at 5:45 pm MST
Acoramidis Reduces Risk of Cardiovascular-Related Mortality and Hospitalization in Women with Transthyretin Amyloid Cardiomyopathy
Presenter: Margot Davis, M.D., University of British Columbia, CA
Date/time: Saturday, October 10 at 6:15 pm MST
Acoramidis Preserves Functional Capacity and Quality of Life in p.Val142Ile Variant Transthyretin Amyloid Cardiomyopathy: Results from ATTRibute-CM
Presenter: Lily Stern, M.D., Cedars-Sinai Heart Institute, U.S.
Date/time: Sunday, October 11 at 8:15 am MST
Effect of Acoramidis on Heart Failure-Related Health Status Before and After Cardiovascular-Related Hospitalization: Insights from ATTRibute-CM
Presenter: Ahmad Masri, M.D., M.S., Oregon Health & Science University, U.S.
Date/time: Sunday, October 11 at 8:15 am MST
About Attruby® (acoramidis)
INDICATION
Attruby is a transthyretin stabilizer indicated for the treatment of the cardiomyopathy of wild-type or variant transthyretin-mediated amyloidosis (ATTR-CM) in adults to reduce cardiovascular death and cardiovascular-related hospitalization.
IMPORTANT SAFETY INFORMATION
Adverse Reactions
Diarrhea (11.6% vs 7.6%) and upper abdominal pain (5.5% vs 1.4%) were reported in patients treated with Attruby versus placebo, respectively. The majority of these adverse reactions were mild and resolved without drug discontinuation. Discontinuation rates due to adverse events were similar between patients treated with Attruby versus placebo (9.3% and 8.5%, respectively).
About BridgeBio
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube and TikTok.
BridgeBio představí 24týdenní výsledky studie CALIBRATE fáze 3, podle nichž encaleret obnovuje minerální homeostázu a zvyšuje kostní obrat u pacientů s ADH1.
PALO ALTO, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, announced today that additional evidence from the Phase 3 CALIBRATE trial of encaleret in autosomal dominant hypocalcemia type 1 (ADH1) will be shared at the American Society for Bone and Mineral Research (ASBMR) 2026 Annual Meeting, taking place in Boston, Massachusetts on October 9-12, 2026.
BridgeBio will present the effects of encaleret on patient-reported outcomes and on bone turnover from the Phase 3 CALIBRATE trial. In partnership with the HypoPARAthyroidism Association, BridgeBio will also share findings from regional family cascade genetic testing events that evaluated a proband-initiated model designed to bring no-cost genetic testing and counseling directly to at-risk relatives in their home region.
BridgeBio will also have a poster featuring data showing a lack of peripheral FGFR1 inhibition at clinically relevant infigratinib exposures, supporting the safety profile observed in children with achondroplasia in the PROPEL clinical program.
ADH1 Oral Presentations:
Encaleret Restores Mineral Homeostasis and Increases Bone Turnover in Autosomal Dominant Hypocalcemia Type 1 (ADH1): 24-Week Results from Phase 3 CALIBRATE Trial
Presenter: Erik A. Imel, M.D., Indiana University School of Medicine
Date: Sunday, October 11 at 11:42 am EDT
Participant-Reported Changes in Symptoms and Treatment Experience with Encaleret in Autosomal Dominant Hypocalcemia Type 1: 24-Week Findings from the Phase 3 CALIBRATE Trial
Presenter: Steven W. Ing, M.D., Ohio State University Wexner Medical Center
Date: Sunday, October 11 at 11:54 am EDT
ADH1 Posters:
Baseline Symptom Burden and Impact on Daily Functioning in Autosomal Dominant Hypocalcemia Type 1: Exit Interview Findings from the Phase 3 CALIBRATE Trial
Presenter: Susan Martin, MSPH, RTI Health Solutions
Date: Saturday, October 10 at 2:00 pm EDT
Family Cascade Genetic Testing for Autosomal Dominant Hypocalcemia Type 1: A Multi-Stakeholder Regional Event Model
Presenter: Mark Warren, M.D., Physicians East, Greenville, NC
Date: Saturday, October 10 at 2:00 pm EDT
Achondroplasia Poster:
Lack of Peripheral FGFR1 Inhibition at Clinically Relevant Infigratinib Exposures Supports the Safety Profile Observed in Children with Achondroplasia
Presenter: Bhavik Shah, BridgeBio Skeletal Dysplasias
Date: Sunday, October 11 at 2:00 pm EDT
About Autosomal Dominant Hypocalcemia Type 1 (ADH1)
ADH1 is a common form of genetic hypoparathyroidism caused by gain-of-function variants in the calcium-sensing receptor gene (CASR). The calcium-sensing receptor (CaSR) constantly monitors and balances blood calcium levels by regulating parathyroid hormone secretion and calcium reabsorption in the kidneys. Individuals with ADH1 typically experience hypocalcemia, hypercalciuria, and inappropriately low levels of PTH. Symptoms of hypocalcemia may include severe muscle cramps, muscle spasms (tetany), a burning or prickling sensation in the hands or feet (paresthesia), brain fog, fatigue, and seizures. Hypercalciuria may result in kidney calcification (nephrocalcinosis), kidney stones (nephrolithiasis), and kidney failure.
About Encaleret
Encaleret is an investigational, orally administered small molecule under investigation to treat ADH1 and chronic hypoparathyroidism that is designed to selectively negatively modulate the calcium-sensing receptor. Encaleret has been granted Fast Track Designation by the U.S. FDA and Orphan Drug Designation in the U.S., European Union, and Japan.
About BridgeBio
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.
Akcie Twilio v úterý klesly o 5,61 % na 284,03 USD navzdory zařazení společnosti do indexu S&P 500, když investoři vybírali zisky po růstu k 52týdenním maximům.
Twilio Inc. (NYSE:TWLO) stock is trading lower by almost 6% on Tuesday as traders fade a sharp run-up near fresh highs, even while risk appetite stays constructive across equities.
The pullback came despite a broadly positive session for equities. The Nasdaq gained 0.61%, while the S&P 500 rose 0.64%. The technology sector was also up 0.79%.
With the broader market and technology stocks trading higher, Twilio’s decline points more toward profit-taking after an extended rally.
Twilio also replaced Warner Bros. Discovery, Inc. (NASDAQ:WBD) in the S&P 500 index on Tuesday.
The index inclusion had provided another catalyst for a stock already trading near the top of its 52-week range.
On Sept. 25, HSBC analyst Sameer Lam downgraded Twilio, arguing that the stock had moved ahead of fundamentals amid speculation that the company could benefit from Meta’s Muse AI agent.
Twilio Technical AnalysisTwilio is still in a strong longer-term uptrend: the stock is trading 5.9% above its 20-day SMA ($267.81), 17.6% above its 50-day SMA ($241.16), and 59.7% above its 200-day SMA ($177.65).
That kind of separation often attracts profit-taking because price can “snap back” toward moving averages without breaking the bigger trend.
MACD is above its signal line and the histogram is positive, which points to improving momentum versus the prior downswing.
TWLO is sitting just under its 52-week high ($305.95) with the current price at $302.15, so traders are effectively battling over a breakout versus a double-top-style pause.
The golden cross that formed in November 2025 (50-day SMA above the 200-day SMA) keeps the longer-term trend bias pointed higher, but extended rallies often need consolidation to “digest” gains.
Key Resistance: $305.95 — the 52-week high zone that’s acting like an overhead ceiling Key Support: $267.81 — the 20-day SMA area that often becomes the first pullback “catch point” in strong uptrends Earnings and Analyst OutlookTwilio next major scheduled catalyst is its estimated Oct. 29 earnings report.
Wall Street expects EPS of $1.47, up from $1.25 a year earlier, on revenue of $1.51 billion versus $1.30 billion in the prior-year period.
Twilio trades at a premium price-to-earnings ratio of about 41.6 times. The stock carries a Buy rating with an average price forecast of $260.50.
Recent analyst actions include HSBC downgrading to Reduce with a forecast of $211 on Sept. 25, TD Cowen maintaining Buy while raising its forecast to $300 on Sept. 22 and Rosenblatt raising its forecast to $290 on Sept. 22.
Benzinga Edge RankingsThe Benzinga Edge scorecard for Twilio, highlights its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 98.73) — The stock’s trend strength remains a key pillar despite today’s pullback. Value: Neutral (Score: 11.19) — The score flags a stretched valuation profile, which can make the stock more sensitive to pullbacks near highs. Growth: Neutral (Score: 40.37) — Growth is supportive, but not so dominant that it overrides valuation and positioning risk. The Verdict: Twilio’s Benzinga Edge signal reveals a momentum-driven setup with valuation as the main trade-off. If momentum stays intact, dips can remain buyable, but the low Value score suggests breakouts may need clean execution to avoid sharp shakeouts.
TWLO Price Action: Twilio shares were down 5.61% at $284.03 at the time of publication on Tuesday, according to Benzinga Pro data.
Japonský program J-LEO může společnému podniku společností Rakuten a AST SpaceMobile přinést vládní financování bez dluhu a bez ředění podílů v hodnotě až přibližně 1 miliardy USD.
AST SpaceMobile, Inc. (NASDAQ:ASTS) just received something few satellite companies can claim: explicit backing from the U.S. and Japanese governments.
A new technology agreement named AST SpaceMobile and Rakuten‘s satellite partnership, while Japan’s J-LEO program could bring roughly $1 billion of non-dilutive, non-debt government capital to the project.
But the stock still has something to prove. ASTS was trading up on Tuesday, breaching $63.43 after jumping more than 8%, while its 200-day moving average sits near $81.04.
Japan Changes the EquationThe U.S.-Japan Technology Prosperity Deal specifically welcomed cooperation between Rakuten and U.S.-based AST SpaceMobile to develop and deploy low-Earth-orbit satellite infrastructure. The two governments also said they would pursue Indo-Pacific connectivity using government financing and assistance to mobilize private investment.
For AST SpaceMobile, the Japanese opportunity is potentially much more than another carrier relationship.
Japan’s communications ministry preliminarily selected the Rakuten-AST joint venture for its J-LEO initiative, with an expected value of up to approximately $1 billion in government capital. AST has said that funding is expected to be non-dilutive and non-debt, potentially covering roughly half of the investment in the relevant satellites.
That could help AST build its constellation without putting the entire burden on shareholders.
$63 Is Testing $81Chart created using Benzinga Pro
The stock, however, remains far from a confirmed turnaround.
ASTS has spent months below its longer-term trend, and the 200-day simple moving average is about $81.04 — roughly 28% above its price. The 50-day moving average is at around $62.82, putting the stock almost directly at that shorter-term technical level after Tuesday’s rally.
That makes the setup unusually clean for momentum investors: $63 is where the recovery is being tested; $81 is where the bigger trend comes into focus.
A sustained move through the 200-day average would not prove ASTS has entered a new bull market, but it would give investors a stronger technical signal that recent fundamental catalysts are shifting sentiment.
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AST Still Has to DeliverThe Japan announcement arrives alongside another commercialization milestone. AST SpaceMobile and TELUS completed their first integration test between TELUS’ wireless network and AST’s space-based network, successfully demonstrating broadband data, voice calls and text messaging between smartphones and satellites.
AST also says it has partnerships with more than 60 mobile network operators collectively covering more than 3 billion subscribers. But the company remains deep in its buildout phase: second-quarter revenue was $31.5 million, while cash, cash equivalents and restricted cash stood at about $2.72 billion at June 30.
That leaves investors with a simple test. Japan is helping validate the infrastructure. TELUS is helping validate the technology.
Now AST SpaceMobile needs to turn that validation into satellites, service and revenue — and get the stock through $81.
Intuitive Machines Inc. (NASDAQ:LUNR) shares are climbing Tuesday after reports that NASA is close to announcing a bulk purchase of rocket launches for its planned moon base. Here’s what you should know.
Intuitive Machines shares are climbing with conviction. What’s behind LUNR gains? Intuitive Machines Gains as NASA Nears a Bulk Launch PurchaseNASA is gearing up to place a bulk order for rocket launches that would support its $30 billion plan for a permanent moon base, Bloomberg reported. Demand for rockets is booming and supply is tight. NASA hopes to stay ahead of the squeeze by lining up several kinds now.
Carlos García-Galán, NASA’s moon base program manager, said the agency will “probably announce the first set of these bulk buys” soon. NASA could buy four or five different rockets at once and match each to a commercial lander. García-Galán did not say which rockets NASA is weighing.
Bloomberg’s report never names Intuitive Machines. Still, NASA’s effort to line up more routes to the lunar surface could benefit companies that sell services in cislunar space, where Intuitive Machines operates.
The news lands during World Space Week, which began October 4 with events in 100 nations. Events this year center on the theme “Rocket Revolution.” World Space Week Association President Dennis Stone said falling launch costs and easier access to orbit have opened the door to new space applications.
Intuitive Machines Builds Space Infrastructure and ServicesFor context, Intuitive Machines builds and runs space systems to support lasting human activity beyond Earth. The company develops spacecraft and space-based network connectivity. It sells infrastructure as a service in low Earth orbit, geostationary orbit, cislunar space and deep space, serving commercial, civil and national security customers.
LUNR Shares Are RisingLUNR Price Action: Intuitive Machines shares were up 4.41% at $14.92 at the time of publication on Tuesday, according to Benzinga Pro.
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Nebius Group shares jumped about 8% to around $253.25 on Tuesday, reversing the previous session’s 4.22% decline and breaking above the $250 resistance zone.
The move followed a period of consolidation during which the stock repeatedly faced selling pressure around the $250 level.
Trading volume also pointed to strong participation, with about 16.52 million shares changing hands compared with an average trading volume of 19.99 million according to Yahoo Finance data.
Technical indicators also turned more supportive.
The moving average convergence divergence (MACD) moved above its signal line on the one-month chart, while the histogram turned positive, pointing to stronger bullish momentum.
The relative strength index (RSI) climbed to about 67.83, indicating strong buying pressure but also placing the stock close to overbought territory.
The latest rally came a day after several insider-sale filings dated October 5. Nebius Chief Technology Officer Danila Shtan reported selling 14,550 shares at $234.16 on October 1.
The reported sale was linked to automatic withholding for restricted stock unit taxes. Ophir Nave’s proposed sale of 500,000 shares was made under a Rule 10b5-1 trading plan.
No new fundamental catalyst was cited for Tuesday’s move, making the technical breakout the clearest explanation for the gain.
The key level for investors now is whether Nebius can remain above $250 and establish the former resistance level as new support.
Nebius has continued expanding its AI infrastructure footprint as demand for cloud computing and inference capacity grows.
The company recently acquired Inferize to strengthen its Token Factory inference platform.
Inferize develops technology designed to reduce model launch times, lower idle GPU capacity, and reduce inference costs.
The Inferize team joined Nebius Token Factory to help integrate the technology into its production inference stack.
The acquisition follows Nebius’ earlier additions of Eigen AI and technology from Clarifai.
Nebius has also signed a binding agreement with AIB Data Centers for 50 megawatts of critical IT capacity at a southeastern US facility.
AIB plans to deliver the capacity across two data halls under an initial 12-year term.
The additional capacity is intended to support AI workloads as demand for computing infrastructure increases.
Nebius has reportedly raised GPU cloud prices by about 20% across several Nvidia models, including the H100, H200, B200 and B300 chips.
The price increases point to continued demand for high-end AI computing capacity and the company’s ability to charge more amid constrained GPU supply.
Nebius has also benefited from capacity expansion and its relationship with Nvidia, which previously invested $2 billion in the company to support its hyperscale AI cloud buildout.
BNP Paribas recently upgraded Nebius to Outperform from Neutral and raised its price forecast to $399 from $260.
The bank said its outlook for the company had meaningfully improved since initiating coverage in June.
BNP Paribas estimates Nebius could approach $22 billion in annual recurring revenue by the end of 2027 and said the company’s 2027 guidance could lead to a material reset in current estimates.
Nebius shares have gained almost 200% in 2026, compared with nearly 30% for CoreWeave and 9% for IREN.
AI cloud demand, higher GPU pricing, infrastructure expansion, and inference services remain key drivers of the company’s growth outlook.
Key Takeaways Rigetti's Q2 revenues surged 185% to $5.1M, driven by sales of Novera systems and related products.One customer generated 64% of Rigetti's quarterly revenues, underscoring heavy contract concentration.Rigetti's operating expenses rose 48% to $30.3M as R&D spending climbed 53% to $20.7M. Rigetti Computing (RGTI - Free Report) is making headway in expanding the commercial reach of its quantum computing technology, although revenue visibility remains limited by project-based demand and a concentrated customer base. Second-quarter 2026 revenues jumped 185% year over year to $5.1 million, driven primarily by sales of its 9-qubit Novera systems and related products. However, one customer accounted for 64% of quarterly revenues, while another contributed 16%, highlighting the company’s dependence on a limited number of large contracts.
The $8.4 million C-DAC quantum computing system for India is expected to be recognized in the fourth quarter of 2026 after installation and acceptance testing, further underscoring the impact that major project milestones can have on quarterly results. While growing interest in on-premises quantum systems and development contracts provides a potential avenue for expansion, Rigetti’s offerings remain largely research-oriented, leaving near-term growth vulnerable to fluctuations in contract timing and customer spending.
At the same time, Rigetti’s efforts to strengthen its technology platform are coming with significantly higher costs. Second-quarter 2026 operating expenses increased 48% year over year to $30.3 million, driven by a 53% rise in research and development spending to $20.7 million, pushing the operating loss to $28.1 million. The company is expected to maintain elevated R&D investment and capital expenditures as it expands cryogenic infrastructure and fabrication capacity to support its next-generation quantum systems.
Rigetti’s $541.3 million liquidity position provides a substantial financial cushion to fund this investment cycle, but sustained operating losses and ongoing capital requirements could pressure cash resources over time and raise the possibility of future dilution. As the quantum computing market develops, the company’s ability to convert technological advances and contract wins into recurring commercial demand will remain critical to improving the quality and sustainability of its financial performance.
Peers UpdatesIonQ (IONQ - Free Report) signed an $8.18 million commercial agreement with Congruity360 to integrate its post-quantum cryptography and quantum key distribution appliances into the latter's enterprise data management platform, strengthening its foothold in the enterprise cybersecurity market. The company also advanced its hardware roadmap with the launch of Superion 256, its sixth-generation quantum computing platform, after fabricating its first integrated 256-qubit quantum processing units with SkyWater and successfully trapping the first ions in prototype systems across multiple U.S. facilities.
D-Wave Quantum (QBTS - Free Report) finalized a definitive agreement with the U.S. Department of Commerce for up to $100 million in CHIPS Act funding, providing additional support for its quantum technology roadmap and strengthening its position as a dual-platform provider of annealing and gate-model quantum systems. The funding comes as the company navigates near-term financial challenges, with second-quarter 2026 results reflecting a wider-than-expected loss, a revenue miss and weaker adjusted gross margins. Nevertheless, D-Wave continued to make progress on the commercial front, supported by stronger bookings, deeper engagements with leading global organizations and continued advancements across its technology platforms.
Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 30.8% in the year-to-date period against the industry’s growth of 8.5%.
Image Source: Zacks Investment Research
From a valuation standpoint, Rigetti trades at a price-to-book ratio of 9.41, above the industry average. RGTI carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 70.3% improvement from the year-ago period.
Image Source: Zacks Investment Research
The company currently has a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Applied Digital očekává v 1. čtvrtletí tržby ve výši 132,16 mil. USD, meziročně dvojnásobné, a ztrátu 0,30 USD na akcii. Akcie jsou od květnového maxima níže o zhruba 50 %.
Applied Digital Corporation (NASDAQ:APLD) looks to win back investors as it reports first-quarter financial results Wednesday after market close.
Here are the earnings estimates, analyst ratings and key items to watch.
Analysts expect the data center and digital infrastructure company to report first-quarter revenue of $132.16 million. That’s up from $64.22 million year over year, according to data from Benzinga Pro.
The company has beaten analyst revenue estimates in four straight quarters and in seven of the last 10 quarters overall.
Analysts expect Applied Digital to report a loss of 30 cents per share in the first quarter. That’s down from a loss of 3 cents per share in last year’s first quarter.
The company has beaten analyst estimates for earnings per share in eight straight quarters.
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What Analysts are SayingWells Fargo was among the analyst firms that initiated coverage on Applied Digital stock in September. The firm assigned an Overweight rating and $50 price target and named Applied Digital as a Top Idea.
Analysts at Wells Fargo said Applied Digital has structural competitive advantages, a strong backlog, and trades at a discount to its contracted net asset value.
With a backlog of $36 billion in long-term, take-or-pay lease agreements with top customers, Wells Fargo said this value is $30 per share alone. Applied Digital’s backlog is worth up to $86 billion depending on the exercising of renewal options.
Here are other recent analyst ratings on Applied Digital stock and their price targets:
UBS: Initiated with Buy rating, price target of $38 Rothschild: Initiated with Neutral rating, price target of $22 Morgan Stanley: Maintained Equal-Weight rating, raised price target from $37 to $38 Key Items to WatchAhead of Wednesday’s earnings report, Applied Digital announced a new 1 gigawatt deal in Finland on Tuesday, marking the company’s first development opportunity outside America.
The AI factory campus in Finland is expected to have initial power availability in 2028.
Applied Digital has been consistently beating analyst financial projections in recent quarters, but the stock price has stalled. After hitting a multi-year high of $50.70 in May, the stock is down about 50% from those highs.
Investors and analysts will be looking for strong revenue growth, after fourth-quarter revenue growth was up 407% year-over-year.
The company’s pivot from cryptocurrency mining to AI factories continues to payoff in terms of growth and backlog. The company’s backlog and deal pipeline will be key to watch, along with any previously unnamed partner announcements.
Applied Digital is currently working with the major hyperscalers. Any additional well-known names or repeat customer wins could continue to create a bullish case for the stock.
Investors will be looking for updates on the company’s campuses, which are in various stages of construction and will help power future growth.
Price ActionApplied Digital stock is up 2% to $25.20 on Tuesday versus a 52-week trading range of $19.00 to $50.70. Applied Digital stock is down 10.4% year-to-date in 2026.
Akcie OneSpan (OSPN) dosáhly nového 52týdenního maxima na úrovni 18,75 USD. Společnost ve čtvrtletí vykázala zisk na akcii (EPS) ve výši 0,30 USD a tržby 60,47 milionu USD, čímž překonala odhady analytiků.
Onespan Inc (NASDAQ:OSPN – Get Free Report)’s share price reached a new 52-week high on Tuesday. The company traded as high as $18.75 and last traded at $18.6680, with a volume of 33397 shares trading hands. The stock had previously closed at $18.42.
Wall Street Analysts Forecast Growth Several brokerages have recently issued reports on OSPN. Rosenblatt Securities raised their price target on shares of Onespan from $16.00 to $18.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Weiss Ratings raised Onespan from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, September 14th. Finally, DA Davidson increased their price objective on Onespan from $14.00 to $16.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $17.00.
Read Our Latest Stock Report on OSPN
Onespan Stock Up 0.7% The company has a market capitalization of $683.31 million, a PE ratio of 10.42, a PEG ratio of 1.57 and a beta of 1.59. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.23 and a current ratio of 1.33. The stock’s 50 day moving average is $16.67 and its 200 day moving average is $14.24. Onespan (NASDAQ:OSPN – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $0.30 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.07. The business had revenue of $60.47 million during the quarter, compared to analyst estimates of $58.25 million. Onespan had a net margin of 27.76% and a return on equity of 16.91%. On average, sell-side analysts anticipate that Onespan Inc will post 1.05 EPS for the current fiscal year.
Onespan Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 14th were paid a dividend of $0.13 per share. This represents a $0.52 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Friday, August 14th. Onespan’s payout ratio is presently 29.21%.
Institutional Inflows and Outflows Large investors have recently added to or reduced their stakes in the stock. Allworth Financial LP purchased a new position in Onespan during the 2nd quarter valued at about $36,000. Global Retirement Partners LLC purchased a new stake in shares of Onespan in the second quarter worth about $61,000. Integrated Wealth Concepts LLC bought a new position in shares of Onespan in the second quarter valued at approximately $88,000. GAMMA Investing LLC boosted its position in shares of Onespan by 33.7% in the second quarter. GAMMA Investing LLC now owns 6,960 shares of the company’s stock valued at $100,000 after acquiring an additional 1,755 shares during the period. Finally, Abel Hall LLC purchased a new position in Onespan during the first quarter valued at approximately $107,000. Institutional investors own 95.52% of the company’s stock.
About Onespan (Get Free Report)
OneSpan Inc (NASDAQ: OSPN) provides digital identity, authentication and electronic-signature solutions designed to help organizations secure online transactions and agreements. Its offerings support financial institutions, businesses and government organizations as they manage digital interactions, protect user access and meet security and compliance requirements.
The company’s portfolio includes multi-factor authentication, mobile and hardware authentication devices, transaction signing, identity verification and electronic-signature software.
Read More Five stocks we like better than Onespan AI Chip Demand Gives Linde a New Growth Catalyst Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion 3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals D-Wave’s Gate-Model Tech Notches a Major Milestone Receive News & Ratings for Onespan Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Onespan and related companies with MarketBeat.com's FREE daily email newsletter.
Kahn Swick & Foti prověřuje plánovaný prodej společnosti PTC společnosti Schneider Electric za 205 USD v hotovosti za akcii kvůli možné nedostatečnosti nabídkové ceny.
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of PTC Inc. (NasdaqGS: PTC) to Schneider Electric. Under the terms of the proposed transaction, shareholders of PTC will receive $205.00 in cash for each share of PTC that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at (833) 538-3612, or visit https://www.ksfcounsel.com/cases/nasdaqgs-ptc/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
Akcie společnosti Meta Platforms od ledna posílily zhruba o 12 % díky AI agentovi Muse, autor však úspěch této strategie zpochybňuje kvůli nízké důvěře v ochranu soukromí.
News of Meta Platforms (META +0.26%) launching a personal artificial intelligence (AI) agent called Muse last month gave the struggling stock some much-needed life. It's now in positive territory for the year, up around 12% since January. It's been a tremendous turnaround story for the company, as it's made investors believers of Meta's AI strategy.
But I don't think it'll last. While the launch of a personal AI assistant may unlock new opportunities and drive more growth, since there are paid plans as well, here's why I don't think it'll be successful.
Image source: Getty Images.
AI agents need to be trusted, and that's not Meta's strengthAI agents could potentially add a lot of efficiency to someone's life. They could respond to emails, book dinners, make travel plans, and even shop online for them. But each one of those examples also requires the user to allow the agent to act on their behalf, and thus, to trust it to make sound decisions. It may also involve allowing them to access sensitive information.
Meta, unfortunately, doesn't have the best track record for protecting user privacy. It's faced numerous privacy-related lawsuits and recently agreed to pay $18 billion to settle lawsuits that alleged its social media apps harmed children.
Given that there is a growing amount of competition in AI and there will be many AI agents available, I'm skeptical about just how much people will be willing to trust a service from Meta, given its track record. As concerns grow about the level of access that an AI can have, I think users will be less inclined to use an AI from a company such as Meta. While its AI agent may provide convenience for users who heavily use the company's social media apps, I don't think it'll be a big growth driver for the business.
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Why I'd avoid Meta's stockMeta's stock has been volatile over the past year, as even with its recent surge in value, it's still only up around 3% in the last 12 months. It's trading at a price-to-earnings (P/E) multiple of 28, which is a fair bit higher than the S&P 500 average of 23. The tech stock is by no means a steal of a deal.
Plus, when factoring in the risks of its AI strategy not paying off plus the money pit that is its metaverse segment, it quickly becomes apparent why the stock should arguably trade at a discount rather than a premium. This is a stock that could be vulnerable to a sizable decline if there's a downturn in the markets.
A month after Meta's launch of Muse, the personal agent that quickly turned into a viral sensation, a group of companies is coming together to try to simplify the process of bringing the technology into the business world.
Meta, Walmart, Stripe and a handful of other companies are publishing what they're calling a "personal agent protocol." It's an open standard meant to dictate how artificial intelligence agents can interact with businesses.
Enterprise AI startup Sierra, co-founded by former Salesforce co-CEO Bret Taylor, is part of the group. Taylor, who's also chairman of OpenAI and is leading the initiative, told CNBC in an interview that companies have a lot of work to do to figure out how and when personal agents are able to access information.
"Companies will know when it's a personal agent versus an actual person. For a lot of companies there's a risk: you don't want just a random bot that isn't acting on behalf of a person to have access to this service," Taylor said. “It is kind of chaos until such a standard exists."
Meta's Muse has become the most popular and buzzy version of personal AI agents since hitting the market in early September. It soared to the top of Apple's App Store and remains there, ahead of ChatGPT. However, Amazon is among the companies that have blocked Meta's agents, citing worries of website scraping.
Amazon also blocked Perplexity's AI agent and sued the startup in November, alleging the company took steps to "conceal" its AI agents so they could continue to scrape Amazon's website without approval. Perplexity called the lawsuit a "bully tactic."
For the new standard, Taylor compared it with the experience of logging into other websites with Google or Facebook credentials, technology he worked on when he was tech chief at Facebook. He said the practice will help with authentication so that businesses know if they're dealing with a bot, and will provide visibility into what personal agents are actually doing through these websites.
David Singleton, vice president of engineering and consumer products at Meta Superintelligence Labs and former technology chief at Stripe, highlighted security. In order for agents to work well, he said, customers need to share credit card and personal information, and the new standard creates some level of visibility and control.
"We're defining rails that we hope personal agents and business agents can run over for the future," Singleton said, comparing it to email. "If you think about email, it works great because it is a standard that everyone can use to talk to each other, and we think this is going to be quite similar."
Singleton said Muse already has millions of users in the U..S and it's "growing rapidly."
"What we're finding is that people love using Muse for all kinds of things, things like signing their kids up for classes, finding and buying the best gifts, scheduling that dentist appointment that you have been putting off for six months," he said. "We need a mechanism to have it go faster and smoother."
While OpenAI and Anthropic aren't on board now, Taylor said he expects the AI giants to participate, and indicated he will be "really disappointed" if it's not being used by competitors.
"The whole point of this is to be an open standard," Taylor said.
Investice ve výši 1 000 USD do společnosti Microsoft před deseti lety vzrostla na 10 383,60 USD, což představuje celkový nárůst o 938,36 %, zatímco index S&P 500 přidal 263,31 %.
A single Microsoft investment a decade ago left the S&P 500 in the dust, but the reasons behind those gains reveal something surprising about what actually drove the returns and whether the next decade could come close.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Ten years ago, buying Microsoft (NASDAQ:MSFT | MSFT Price Prediction) looked like a safe, slightly sleepy call on Windows and Office. However, it would become one of the best large-cap holdings of the decade. And almost none of that gain came from the dividend.
From Software Licenses to Cloud Rent CEO Satya Nadella spent the decade moving Microsoft away from one-time licenses and toward recurring subscriptions and Azure cloud capacity. Office became Microsoft 365, so customers paid every month instead of once per upgrade cycle. Deals for LinkedIn (2016), GitHub (2018) and Activision Blizzard (2023) strengthened its hold on corporate IT departments and developers.
Then AI arrived, and the OpenAI partnership made Azure a default home for enterprise AI work. In fiscal 2026, Azure exceeded $100 billion in annual revenue for the first time. Microsoft 365 Copilot passed 30 million paid seats. Commercial remaining performance obligations (signed revenue not yet booked) reached $678 billion, up 84%.
Your $1,000 Became $10,384, and the Index Trailed Far Behind 1-Year Return
Initial Investment: $1,000 Current Value: $1,038.70 Total Return: 3.87% S&P 500 (same period): $1,167.50 (16.75%) 5-Year Return
Initial Investment: $1,000 Current Value: $1,894.70 Total Return: 89.47% Annualized Return: 13.63% S&P 500 (same period): $1,796.40 (79.64%) 10-Year Return
Initial Investment: $1,000 Current Value: $10,383.60 Total Return: 938.36% Annualized Return: 26.37% S&P 500 (same period): $3,633.10 (263.31%) Microsoft’s returns use dividend-adjusted prices. The S&P 500 figures track SPY’s price change. With a yield near 0.68%, income was a rounding error. The quarterly payout rose every year, from $0.36 in 2016 to $0.98. That steady growth matters more than the yield, but price gains did nearly all the work.
Timing made a big difference. The 10-year holder beat the index easily, the 5-year holder beat it narrowly, and the 1-year holder fell behind. Over the past year the stock has traded between $348.54 and $549.20, as investors considered fiscal 2026 capex of $115.95 billion (+79.62%) against free cash flow that fell 6.46%.
What Could Make or Break the Next Decade for Microsoft The bull case depends on Azure turning its capacity shortage into revenue. Management is guiding for roughly 45% constant-currency Azure growth, and CFO Amy Hood said “demand exceeds available supply.” At about 25 times forward earnings, that growth looks fairly priced. The expansion also lifts a wider circle of suppliers (we analyzed seven of the power, cooling, and networking names behind the AI data-center push in a free report).
The bear case centers on AI spending running ahead of cash flow. Expected capital expenditures of roughly $175 billion only pay off if demand holds. Add rising OpenAI investment losses, regulatory scrutiny and a shrinking PC business, and a disappointment at about 29 times trailing earnings could hurt.
Today’s setup looks very different from 2016. Back then, investors underrated the cloud shift. Today, AI is the consensus story, and the company is worth about $3.96 trillion. The setup supports steady compounding, while another tenfold decade looks far harder to repeat from this starting point.
Contact [email protected] for any questions or corrections.
Nvidii má ve svém portfoliu 896 ETF, které dohromady drží přibližně 3,8 miliardy jejích akcií; podíl společnosti ve FT Vest NVDA & Target Income ETF činí 49,59 %.
Nvidia's New Record High Reveals a Massive ETF Betting Frenzy Summary
Nearly 900 ETFs have exposure to Nvidia, with some funds allocating more than 20% of their portfolios to the chipmaker
Nvidia (NVDA) is becoming an even bigger influence across the ETF market as its shares climb to new highs. The stock rose 1.5% in morning trading Tuesday reaching a record level at $242.5.
The chipmaker was held by 896 ETFs, with those funds collectively owning roughly 3.8 billion shares. That widespread exposure means movements in Nvidia can affect returns across funds covering areas far beyond the semiconductor industry.
Some ETFs have made the stock a particularly large part of their portfolios. FT Vest NVDA & Target Income ETF had Nvidia at 49.59% of assets, while GraniteShares 2x Long NVDA Daily ETF allocated 35.83% and Direxion Daily NVDA Bull 2X Shares held 27.94%.
Nvidia also represented more than 20% of several other products, including Strive U.S. Semiconductor ETF at 21.67% and Global X PureCap MSCI Information Technology ETF at 20.2%. VanEck Semiconductor ETF had a 19.28% allocation, while Vanguard Information Technology ETF stood at 17.73%.
The concentration extends into growth-focused funds as well. T. Rowe Price Blue Chip Growth ETF and Fidelity Fundamental Large Cap Growth ETF each had Nvidia accounting for more than 17% of their portfolios.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Akcie ExxonMobil letos vzrostly o 38,52 %, a to díky rekordní těžbě v Permské pánvi a volnému peněžnímu toku přesahujícímu 17 mld. USD ve druhém čtvrtletí.
ExxonMobil has surged more than 38% this year on record Permian output, a 43-year dividend growth streak, and free cash flow that rivals any major oil company on earth, yet one valuation signal suggests the best of the rally may…
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Our 24/7 Wall St. price target for ExxonMobil (NYSE:XOM | XOM Price Prediction) is $132.90 over the next 12 months. That compares with a current price of $164.01.
Metric Value Current Price $164.01 Price Target from 24/7 Wall St. $132.90 Upside/Downside -18.97% Model Rating SELL Confidence Level 90% ExxonMobil gets a sell rating with high confidence from the model. The main reason is valuation: after a big run, the shares price in more earnings than consensus forecasts support. The rating reflects price only. The business itself keeps getting stronger.
Why We Could Be Wrong About ExxonMobil The bull case rests on Guyana, where Exxon has already recovered its $55 billion investment, so more of that output now becomes into free cash flow. Treat our target as one data point among many.
A 38% Rally Built on Disruption and Execution The stock is up 38.52% year to date and 51.08% over the past year. Shares trade near the top of a 52-week range of $107.28 to $174.09.
In the second quarter, Exxon gets $14.5 billion, generated more than $17 billion of free cash flow and cut net debt by more than $7 billion. First-quarter adjusted EPS of $1.16 beat the $1.01 estimate.
Why Bulls See $170 and Beyond The $1.03 quarterly dividend continues a 43-year growth run. Guyana produced about 900,000 barrels per day gross, and a fifth FPSO (floating production vessel) is due to start up by year-end. Permian output hit a record of more than 1.8 million barrels of oil equivalent per day.
Structural cost savings reached $16.3 billion against a $20 billion goal for 2030, and a $20 billion buyback plan is in place for 2026. Management expects “two times the level of free cash flow in 2030 than we saw in 2025.”
The consensus analyst target is $173.41, with 10 of analysts rating the stock a buy or better. Our own bull scenario reaches $171.79 over five years.
Oil Price Normalization Could Undo the Premium The stock trades at a trailing P/E of 23, while the price-to-free-cash-flow ratio is at 28.58. The effective tax rate rose to 40% in the first quarter.
Our bear case points to $122. First-quarter GAAP profit was weighed down by a $3.88 billion derivative timing charge, but underlying earnings rose to $8.77 billion.
How ExxonMobil Compares to Chevron and Shell Chevron (NYSE:CVX) is the closest U.S. integrated peer with Guyana exposure through Hess. The stock’s trailing P/E is 33 and the yield is 3.14%. By that measure, Exxon’s multiple looks moderate.
Shell (NYSE:SHEL) offers a contrast in LNG and integrated operations. Its second-quarter EPS of $1.92 missed the $3.18 estimate, though free cash flow reached $17.5 billion.
Company Market Cap Q2 2026 Free Cash Flow ExxonMobil $672.05B >$17B Chevron $400.2B $18.1B Shell $272.4B $17.5B Exxon generates free cash flow similar to its peers while carrying the largest market value of the group. Against these peers, our target looks somewhat conservative.
ExxonMobil Price Prediction 2026-2030 The 24/7 Wall St. price target of $132.90 carries a sell model rating at 90% confidence. What tips the scale is the forward earnings outlook as oil prices return to normal.
I would become more constructive if Guyana’s free cash flow inflection shows up in earnings forecasts. Until then, the price already reflects much of the good news.
Year Price Target from 24/7 Wall St. 2026 $132.90 2027 $132.58 2028 $120.04 2029 $116.43 2030 $115.91 ExxonMobil needs to keep executing its current strategy for these projections to hold. A longer disruption in the Strait of Hormuz, or new finds in Guyana, could move results significantly higher.
Contact [email protected] for any questions or corrections.
Akcie společnosti Carnival v úterý vzrostly o 3,60 % na 26,48 USD po lepších výsledcích za třetí čtvrtletí a zvýšení výhledu upraveného zisku na akcii (EPS) pro fiskální rok 2026 na 2,24 USD.
Carnival Corporation (NYSE:CCL) stock is trading higher Tuesday as crude oil prices fall. The cruise operator reported third-quarter results last week that beat analyst estimates and raised its fiscal 2026 earnings outlook.
The Nasdaq is up 0.57% while the S&P 500 has gained 0.65%.
• Carnival stock is among today’s top performers. What’s fueling CCL momentum?
Crude oil traded around $89.5 a barrel Tuesday after falling below $87 earlier in the session as supply concerns resurfaced. Carnival operates a fuel-intensive fleet, so energy price changes affect its bottom line, according to Trading Economics.
Q3 Earnings Top EstimatesCarnival reported adjusted earnings per share (EPS) of $1.43, against the $1.36 analyst estimate. Revenue rose 3.5% year over year to $8.44 billion, above the $8.30 billion estimate. Customer deposits reached a third-quarter record of $7.6 billion.
On the earnings call, CEO Josh Weinstein said vacation demand remains resilient despite weaker consumer confidence, higher gasoline prices and inflation pressures. He said "vacations are sacrosanct" and consumers prioritize travel "in good times and in bad."
Carnival raised its fiscal 2026 adjusted EPS guidance to about $2.24 from $2.22. For the fourth quarter, it expects adjusted EPS of about 20 cents, below the 26-cent estimate
Analyst ForecastsOf 24 analysts, 20 rate the stock Buy and four rate it Hold. The consensus forecast of $33 implies about 24.7% upside. On Oct. 1, Freedom Broker raised its forecast to $36 from $35, while Argus Research cut its forecast to $30 from $35. Both kept Buy ratings.
Technical AnalysisAt $26.64, the stock is trading above its 20-day SMA ($23.21), 50-day SMA ($25.25), and 100-day SMA ($26.30), but it’s still about 3% below its 200-day SMA ($27.46). That "back above the shorter averages, still under the long one" setup often marks a transition zone where rallies need follow-through to turn into a cleaner uptrend.
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The bigger-picture trend is still carrying baggage, though, with a Death Cross in March (the 50-day SMA below the 200-day SMA) and the 20-day SMA still below the 50-day SMA. That’s why traders will likely treat strength as "prove it" price action until the stock can build acceptance above longer-term resistance.
Key Resistance: $30 Key Support: $21.50 CCL Stock Price Activity: Carnival shares were up 3.60% at $26.48 at the time of publication on Tuesday, according to Benzinga Pro data.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Square od společnosti Block (XYZ) se stal jednotnou obchodní platformou pro Pike Place Fish Market, který po více než desetiletí opustil svůj předchozí systém zpracování plateb.
Key Takeaways XYZ's Square is now the unified commerce platform for Pike Place Fish Market after a decade on another system.Pike Place Fish uses Square Plus and Square Terminal to handle busy, seasonal operations and offline payments.Square captures customer data at checkout, aiding Pike Place build relationships and support repeat purchases. Block’s (XYZ - Free Report) Square has been selected by Seattle’s famous Pike Place Fish Market as its unified commerce platform, helping the nearly century-old seafood business modernize payments and daily operations. The market, which has operated at Pike Place since 1930 and welcomes more than 20,000 visitors a day, moved to Square after more than a decade using another processing system.
The upgrade is important because Pike Place Fish operates in a demanding, seasonal environment. Summer brings heavy tourist traffic, including days when as many as four cruise ships dock nearby. In winter, roughly 80% of the market’s volume shifts to online and phone orders for nationwide overnight seafood delivery.
Pike Place Fish now uses Square Plus with Square Terminal. The setup gives staff a compact payment device with a built-in receipt printer, long battery life and offline-payment capability, which is useful at its busy open-air location. Square also gives the business access to a broader set of tools that can be added as its needs change.
The partnership could also improve customer engagement. Square automatically captures customer data at the point of sale, allowing Pike Place Fish to build direct relationships with buyers after they leave the market. With hundreds of transactions each day, this gives Pike Place Fish Market a new way to support repeat purchases and marketing.
The deal adds to Square’s recent food and beverage wins. Los Angeles restaurants Etra and Cafe Telegrama, which operate as two distinct dining concepts from a shared kitchen, moved their operations to Square. Ideal Nutrition, which operates 17 Florida stores and produces about 150,000 meals weekly, renewed and expanded its Square partnership as it targets 20 locations by year-end 2026. Whit’s Frozen Custard also adopted Square across 100 locations in 11 states.
ConclusionFor Block, the Pike Place Fish deal highlights Square’s ability to support high-traffic businesses with flexible payment and commerce tools. By helping the market manage heavy in-person transaction volumes while strengthening customer engagement and supporting its changing seasonal needs, Square could deepen its merchant relationships and drive greater adoption of its ecosystem.
Over the past six months, shares of this Zacks Rank #3 (Hold) company have gained 28% compared with the industry's growth of 32%.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks from the internet-software sector are BILL Holdings, Inc. (BILL - Free Report) and MongoDB (MDB - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.
The Zacks Consensus Estimate for BILL’s fiscal 2027 earnings per share (EPS) has moved northward by 52 cents to $3.73 over the past two months.
The consensus estimate for MDB’s fiscal 2027 EPS has moved up 6 cents to $6.50 over the past month.
Costco uzavřelo fiskální rok 2026 s hotovostí a krátkodobými investicemi ve výši 21 mld. USD, což posiluje očekávání výplaty mimořádné dividendy do konce roku.
I don't want to wait a few paragraphs to answer the question posed in the headline. I would be stunned if Costco (COST +1.19%) doesn't declare a special dividend before the end of this year. In fact, I am confident enough to propose what I will do if Costco skimps on a one-time payout in 2026.
Did you see the 2006 movie Idiocracy? Well, I will stand outside of my local warehouse club, wearing a bib with my photo on it. I will repeatedly greet guests coming in, with a full-on monotone: "Welcome to Costco, I love you."
If you didn't see the movie, I'll wait.
Image source: Getty Images.
It's more than just pocket change History is my favorite teacher. Looking back over the past several years, there's a certain cadence to when Costco doles out its special distributions. Unlike the quarterly dividends -- which have been increased for 22 consecutive years -- the world's largest warehouse club operator has spent the last 14 years returning excess cash to investors every two or three years.
Here is the timeline for each of those five bonus payouts.
Dec. 27, 2023: $15 a share Dec. 1, 2020: $10 May 8, 2017: $7 Feb. 5, 2015: $5 Dec. 6, 2012: $7 There is no promise of a chunky -- and lately, growing -- distribution every two to three years. When Costco increased its membership fee in 2024, it was more than seven years removed from its last hike. Costco had raised prices on its Gold Star and Executive memberships every four to five years before that.
It's not the same, though. Maybe Costco was just trying to wait longer after the COVID-19 recovery process before boosting its annual cover charge. Special dividends are largely for handing over excess cash to investors, and there is no time like the present for that present.
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Costco had $15 billion in cash and short-term investments on its balance sheet at the end of fiscal 2023. Investors received $15 a share in a special distribution. It closed out fiscal 2026 with $21 billion in greenery on its balance sheet. Will it pay out a $21-per-share distribution come December? Will it check that back to $20 per share to keep the number round and give it some more expansion money?
Investors will win either way. In fact, maybe we can all win if this perennial safe stock skips the special dividend in the final three months of the year. It would signal bigger plans to build out its empire, particularly overseas, where fewer than a third of its stores are currently located. You would also win as I humiliate myself, greeting people on their way into a Miami Costco.
"Welcome to special dividend investing. I love you."
On Sept. 10, HSBC analyst Rajesh Kumar maintained his "buy" rating on AbbVie (ABBV +0.74%), raising his price target on the pharmaceutical company's shares from $300 to $315 per share. Recently, other sell-side firms, such as Wolfe Research, have raised their price targets above $300 per share.
However, with AbbVie changing hands for around $262 per share, this price target nonetheless appears aggressive compared to other major pharmaceutical stocks. Even so, the rationale for it remains reasonable. It all has to do with two of the company's latest successful drug products: Skyrizi and Rinvoq.
Image source: Getty Images.
AbbVie, HSBC, and the $315 per share bull case HSBC analyst Rajesh Kumar's bull case for AbbVie is based on the growing approved indications for Skyrizi and Rinvoq. These pending expanded use cases include the use of Rinvoq to treat vitiligo and the release of a more convenient subcutaneous induction option for Skyrizi to treat Crohn's disease.
Kumar believes that these pending pipeline readouts will enable the company to raise peak sales guidance for both products, which could shift AbbVie's expected earnings growth rate "from the low mid-single digits" to the "high mid-single digits," a level of growth acceleration that will likely lead to a rerating for shares.
Adjusting for the one-time impact of recent pipeline drug purchases, AbbVie trades at around 16 times forward earnings. This suggests that, as the growth catalyst plays out, Kumar believes that AbbVie could rerate to a forward price-to-earnings multiple in the high-teens to low-20s range. Better yet, while Kumar's bull case focuses primarily on this catalyst, another factor could positively affect AbbVie's performance in the coming years.
Alongside the prospect of label expansion for these two drugs, AbbVie is further pivoting into immunology, notably through its recent $10.9 billion acquisition of Apogee Therapeutics. This is the aforementioned pipeline deal that will temporarily affect earnings this year, but could drive earnings growth in the years ahead.
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Here's another way AbbVie could surge in the long run The "known unknown" regarding whether Skyrizi and Rinvoq sales could offset the loss of Humira's patent exclusivity has been more or less resolved. Last quarter, Skyrizi generated $5.5 billion in sales, while Rinvoq generated $2.5 billion in sales. Considering that Humira generated just $756 million in sales last quarter, AbbVie's new flagship products are generating 10 times as much revenue as its former legacy flagship drug.
Now, with label expansion for these two drugs, coupled with the further build-out of AbbVie's pipeline, there is far less uncertainty around AbbVie shares. Yet while all of this is a strong setup for a strong run in the years ahead, it may not play out exactly as Kumar envisioned in his recent research note. While AbbVie's shares could surge further on stronger-than-expected long-term sales growth, note that the stock, at around 16 times forward earnings, already trades at a premium to the low- to mid-teen valuations of many other pharmaceutical stocks.
In other words, it would be easier to see AbbVie rerated from 12 to 16 times earnings on the expanded label, but not necessarily a rerating from 16 to 20 times forward earnings. That said, even if price appreciation doesn't arrive as rapidly as Kumar anticipates, other strengths could pave the way for strong long-term returns for shares.
Besides appreciation potential, don't forget AbbVie's status as one of the blue chip dividend stocks. With a 2.6% forward dividend yield, AbbVie has raised its dividend for 13 consecutive years, ever since its spinoff from Abbott Laboratories, itself one of the Dividend Kings, in 2013. Dividend Kings are stocks that have increased their dividend payouts for at least 50 consecutive years.
Over the past three years, dividend growth has averaged between 5% and 6%. Considering these additional strengths, keep in mind that AbbVie shares could still perform well, even if Kumar's bull case doesn't go off without a hitch.
JPMorgan očekává, že Micron ve 2. až 4. fiskálním čtvrtletí roku 2027 vytvoří kumulativní volný peněžní tok přes 100 mld. USD díky omezené nabídce pamětí pro AI.
Micron Technology, Inc‘s(NASDAQ:MU) AI boom may be turning into something investors rarely get from a memory-chip company: massive and increasingly predictable cash generation.
JPMorgan sees more than $100 billion of cumulative free cash flow from Micron between fiscal second-quarter 2027 and fiscal fourth-quarter 2027, creating a potential capital-return story on top of the AI memory trade.
• Micron Technology stock is trading at elevated levels. What’s ahead for MU stock?
AI Memory Supply Stays TightThe cash-flow outlook rests on a market that JPMorgan expects to remain unusually tight.
Analyst Harlan Sur said Micron’s management expects both calendar 2027 and 2028 to be significantly tighter than 2026, with memory demand growth running well above industry supply growth. JPMorgan estimates the industry could remain roughly 19% undersupplied in 2027 and 15%-16% undersupplied in 2028.
That matters because Micron is entering the upcycle with more pricing visibility than it has historically enjoyed. The company now has 26 Strategic Customer Agreements covering more than 35% of projected revenue through 2030, with some agreements extending through 2031. Customer commitments, including cash deposits, have climbed to $32 billion, while remaining performance obligations have reached $150 billion.
Micron’s latest results show why the setup is so powerful. Fiscal 2026 revenue jumped to $133.2 billion from $37.4 billion a year earlier, while adjusted free cash flow reached $62.3 billion.
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Buybacks Could Become the Next CatalystThe biggest investor question may now be what Micron does with that cash.
Management has said buybacks will be the primary vehicle for returning excess cash to shareholders, while JPMorgan expects Micron to seek a materially larger authorization than its existing $2.2 billion program.
The timing is important. Micron has faced restrictions tied to its CHIPS Act funding that have limited share repurchases. Management expects to reach its target cash balance during the November quarter and has indicated that it intends to return 100% of excess cash over time, with buybacks taking priority over dividends.
That creates a potentially powerful feedback loop: tighter memory supply supports pricing, stronger pricing drives cash flow, and cash flow gives Micron greater firepower to reduce its share count.
Micron’s Valuation Is the TestJPMorgan rates Micron Overweight with a $1,540 December 2027 price target, versus $1,063.96 on Oct. 5. Its valuation framework applies roughly an 8-times multiple to projected 2027 earnings.
The risk is that memory remains a cyclical business. A sharper-than-expected supply ramp, weaker AI spending or falling memory prices could quickly challenge the cash-flow assumptions.
But that is precisely why Micron’s new long-term contracts matter. If the company can turn today’s AI-driven memory shortage into multi-year pricing visibility and enormous free cash flow, the next Micron catalyst may not be another earnings beat. It could be what the company chooses to do with the cash.
Thermo Fisher Scientific Inc. (NYSE:TMO – Get Free Report)’s stock price hit a new 52-week high on Tuesday. The company traded as high as $694.33 and last traded at $678.8880, with a volume of 218570 shares. The stock had previously closed at $676.76.
Trending Headlines about Thermo Fisher Scientific Here are the key news stories impacting Thermo Fisher Scientific this week:
Positive Sentiment: Thermo Fisher’s PPD clinical research business signed an agreement with Quantum BioPharma (NASDAQ: QNTM) to initiate a randomized, placebo-controlled Phase 2 trial of Lucid-MS, a potential treatment for multiple sclerosis. The contract expands PPD’s clinical research work and provides evidence of continued demand for Thermo Fisher’s drug-development services. The financial terms were not disclosed. Thermo Fisher supports Quantum BioPharma multiple sclerosis trial Positive Sentiment: At CPHI Milan 2026, Thermo Fisher is showcasing expanded drug-development, manufacturing and clinical capabilities, including its OSD Express solution designed to improve predictability in oral solid-dose manufacturing. The offerings could strengthen the company’s position as pharmaceutical and biotechnology customers seek integrated commercialization support. Thermo Fisher CPHI Milan capabilities announcement Positive Sentiment: A collaboration with PRECISE and Nanyang Technological University used Thermo Fisher proteomics technologies to identify more than 2,500 previously unreported genetic-protein associations. The research reinforces the company’s technology credentials and could support future demand for proteomics tools. Thermo Fisher proteomics study announcement Neutral Sentiment: JPMorgan reportedly added Thermo Fisher to its October stock picks, while industry commentary highlighted opportunities from generative AI alongside regulatory and adoption risks. These developments may influence sentiment but do not change the company’s financial outlook. JPMorgan October stock picks Analyst Ratings Changes A number of equities research analysts recently weighed in on the stock. Scotiabank began coverage on shares of Thermo Fisher Scientific in a research report on Wednesday, September 9th. They set an “outperform” rating for the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $720.00 price target on shares of Thermo Fisher Scientific in a research report on Friday, September 25th. Sanford C. Bernstein assumed coverage on Thermo Fisher Scientific in a research report on Friday, June 26th. They set a “market perform” rating and a $520.00 price objective for the company. Morgan Stanley upped their target price on shares of Thermo Fisher Scientific from $620.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 24th. Finally, Piper Sandler began coverage on Thermo Fisher Scientific in a report on Wednesday, September 9th. They set an “overweight” rating on the stock. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Thermo Fisher Scientific currently has a consensus rating of “Moderate Buy” and an average target price of $628.78.
Read Our Latest Stock Report on TMO Thermo Fisher Scientific Stock Performance The company has a fifty day moving average price of $620.96 and a two-hundred day moving average price of $536.59. The firm has a market cap of $243.92 billion, a price-to-earnings ratio of 35.31, a price-to-earnings-growth ratio of 2.74 and a beta of 0.87. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.55 and a quick ratio of 1.18.
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 EPS for the quarter, topping the consensus estimate of $5.71 by $0.32. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. The firm had revenue of $11.99 billion for the quarter, compared to analysts’ expectations of $11.71 billion. During the same period in the previous year, the business earned $4.28 earnings per share. Thermo Fisher Scientific’s revenue for the quarter was up 10.5% compared to the same quarter last year. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. As a group, equities research analysts expect that Thermo Fisher Scientific Inc. will post 25.13 EPS for the current year.
Thermo Fisher Scientific Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be paid a dividend of $0.47 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.88 annualized dividend and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio is currently 10.11%.
Insiders Place Their Bets In other Thermo Fisher Scientific news, VP Lisa P. Britt sold 11,440 shares of Thermo Fisher Scientific stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $613.12, for a total transaction of $7,014,092.80. Following the transaction, the vice president directly owned 14,784 shares in the company, valued at approximately $9,064,366.08. The trade was a 43.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Joseph R. Holmes sold 420 shares of the company’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $584.81, for a total value of $245,620.20. Following the transaction, the chief accounting officer directly owned 2,966 shares in the company, valued at $1,734,546.46. The trade was a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,768 shares of company stock worth $44,122,820 over the last three months. Company insiders own 0.33% of the company’s stock.
Hedge Funds Weigh In On Thermo Fisher Scientific Large investors have recently made changes to their positions in the business. Legacy Wealth Managment LLC ID increased its stake in Thermo Fisher Scientific by 78.6% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock valued at $25,000 after buying an additional 22 shares during the period. Kilter Group LLC purchased a new position in shares of Thermo Fisher Scientific during the 2nd quarter valued at $25,000. Allied Private Wealth LLC acquired a new position in shares of Thermo Fisher Scientific in the second quarter worth $26,000. MBM Wealth Consultants LLC purchased a new stake in shares of Thermo Fisher Scientific during the first quarter worth $29,000. Finally, Pingora Partners LLC acquired a new stake in Thermo Fisher Scientific during the second quarter valued at $30,000. Institutional investors and hedge funds own 89.23% of the company’s stock.
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Thermo Fisher Scientific Inc is a global provider of laboratory products, analytical instruments, reagents, consumables, software and services. Its offerings support research, drug discovery and development, clinical diagnostics, biotechnology and pharmaceutical manufacturing, as well as environmental, industrial and other applied markets.
The company’s portfolio includes mass spectrometers, genetic analysis and sequencing systems, electron microscopes, chromatography equipment, laboratory plastics, cell culture products, antibodies, protein and molecular biology reagents, and diagnostic testing solutions.
Featured Articles Five stocks we like better than Thermo Fisher Scientific AI Chip Demand Gives Linde a New Growth Catalyst Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion 3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals D-Wave’s Gate-Model Tech Notches a Major Milestone Receive News & Ratings for Thermo Fisher Scientific Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Thermo Fisher Scientific and related companies with MarketBeat.com's FREE daily email newsletter.
Analytik společnosti Stifel zvýšil cílovou cenu akcií ServiceNow ze 120 na 160 USD a ponechal doporučení „koupit“, protože podnikové výdaje a využívání produktů s AI vykazují mírné zlepšení.
A couple of analysts raised the price forecasts for ServiceNow (NYSE:NOW) on Tuesday. Stifel analyst Brad Reback raised the price forecast from $120 to $160, while maintaining a Buy rating. UBS analyst Karl Keirstead kept a Neutral rating and raised the price forecast from $110 to $150.
• What’s the outlook for NOW shares?
Enterprise Spending to Show Modest ImprovementStifel analyst noted that ServiceNow’s enterprise spending environment is showing a modest sequential improvement, supported by elevated deal activity, solid renewal momentum and increasing adoption of Advanced SKUs.
However, some customers remain uncertain about the company’s AI-enabled products and pricing structure, adds the analyst.
The analyst writes that early indicators also suggest that consumption trends are gaining momentum, broadly consistent with management’s expectations.
Non-Defense Business Remains FlattishU.S. non-Department of Defense federal business appears to have been roughly flat year over year in the third quarter, despite a challenging comparison and volatility related to the renewal timing of a large VA contract, adds the analyst.
Although the renewal could temporarily pressure U.S. federal performance, the analyst projects the impact to be more than offset by a nine-figure UK public-sector contract win.
Analyst Expects Management to Give Conservative OutlookOverall, fourth-quarter upside is expected to be at least in line with the approximately 200-basis-point upside delivered in the second quarter. Reported cRPO growth stood at 22% year over year on a constant-currency basis, compared with guidance of approximately 20%.
Looking ahead, despite positive commentary around the pipeline and an easier federal comparison in the fourth quarter, the analyst expects management to remain conservative in its outlook.
Fourth-quarter 2026 cRPO guidance is expected to be broadly aligned with Street expectations of 19.5% reported year-over-year constant-currency growth, adds the analyst.
AI Workflow Factory & Autonomous Engineer Solutions In IndiaServiceNow also disclosed on Tuesday its AI Workflow Factory and Autonomous Engineer solutions designed to identify opportunities for AI-driven improvements and provide a unified platform to build, operate and expand AI workflows across enterprises.
The solutions aim to help businesses scale operations in days rather than months while maintaining governance through ServiceNow’s AI Control Tower. The announcement also highlights India as a key market for enterprise-wide, governed AI transformation.
ServiceNow’s Indian partner ecosystem is adopting AI Workflow Factory and new developer capabilities, including unattended coding for autonomous planning, development and testing through Autonomous Engineer.
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NOW Stock Price Activity: ServiceNow shares were up 0.81% at $137.19 at the time of publication on Tuesday.
UBS zvýšila cílovou cenu pro ServiceNow ze 110 USD na 150 USD díky stabilnější poptávce; očekává však pouze standardní překonání očekávání a zachovává neutrální doporučení.
Enterprise software company ServiceNow (NYSE: NOW)'s third-quarter demand trends appear stable with some improvement, while rising interest in artificial intelligence (AI) and security could support growth, UBS said after discussions with the software company's partners.
UBS expects a normal, rather than outsized, guidance beat and raised its estimates for third-quarter cRPO, or current remaining performance obligations, and subscription revenue growth by 50 basis points.
The bank said partners described generally healthy ServiceNow practices despite a tight applications spending environment, with growth ranging from low double digits to the mid-20% range.
Growth has been driven mainly by renewals and expansion among existing customers, with increasing demand for premium product tiers and usage-based pricing.
UBS remains 'neutral' on the stock, citing a difficult applications spending environment and slowing organic growth with no clear AI-driven uplift.
The bank raised its price target to $150 from $110, based on 17 times its revised 2028 free cash flow estimate, broadly in line with the software peer group median.
Interest in ServiceNow's AI suite, including AI Control Tower, is rising, although spending tied to the products remains muted as adoption is still at an early stage.
UBS said the company's security and governance capabilities could provide as much of a boost to growth in the second half of 2026 and 2027 as its AI suite.
ServiceNow shares have risen 47% since the second-quarter results and trade at about 20 times UBS's 2027 free cash flow estimate, compared with organic revenue growth of about 17%.
The bank said security accounts for about 10% of revenue and could increasingly position ServiceNow as an indirect beneficiary of enterprise demand for AI-focused security, although partners view it primarily as an aggregation and governance layer.
Morgan Stanley očekává, že nedostatek elektřiny nenaruší výhled společnosti Broadcom na rok 2027. Tržby z polovodičů pro AI ve 3. čtvrtletí meziročně vzrostly o 221 % na 16,7 mld. USD.
Broadcom, the custom AI-chip, networking and infrastructure-software company AVGO , received backing from Morgan Stanley's assessment that electricity shortages should leave its 2027 forecasts intact, according to Reuters. Shares stood at $377.40 at 10.45am ET on October 6, 2026. The valuation graphic puts the stock 10.2% below its $420.29 GF Value estimate—a valuation cushion, though no guarantee of upside.
The growth engine is already doing heavy lifting. Broadcom reported $16.7 billion in third-quarter AI semiconductor revenue, up 221% from a year earlier and roughly 56% of total sales. Management expects $21.7 billion in the fourth quarter. That makes delivery timing a major earnings variable: even a temporary delay could move substantial revenue between quarters.
Building custom accelerators around customers' data-center plans can give Broadcom clearer deployment visibility. But a well-planned chip still needs a powered facility. Investors should watch whether electricity constraints postpone accelerator shipments, networking orders or both. The demand story is strong. The next test is turning that demand into revenue on schedule.
Skydance dokončila akvizici společnosti Warner Bros. Discovery za zhruba 78 miliard USD; akcionáři WBD obdrží asi 31,02 USD za akcii a akcie společnosti budou staženy z burzy Nasdaq.
What happened Warner Bros. Discovery, Inc. (NASDAQ: WBD) said Skydance Corporation completed its acquisition on October 6, 2026. Merger Sub merged with and into WBD, and WBD survived as a wholly owned subsidiary of Skydance Corporation. Each share of WBD Common Stock was canceled and converted into about $31.02 in cash, without interest.
WBD said the deal's total consideration is about $78 billion, funded by equity and debt financing. The company also said WBD Common Stock will no longer be listed on Nasdaq and that it plans to file Form 25 and later Form 15.
On October 2, 2026, the board ratified 396,804 RSUs granted after the plan expired and 120,000 shares issued in settlement of some 2025 grants. The board said the grants were approved by the Compensation Committee before grant and then ratified under Section 204 of the DGCL. Key numbers Metric Latest Change Source Aggregate deal consideration about $78 billion SEC 8-K Cash paid per share of WBD Common Stock about $31.02 a share SEC 8-K Aggregate Ticking Consideration about $41.89 million SEC 8-K RSUs granted after the plan expired 396,804 RSUs Exhibit 99.1 Shares issued in settlement of 2025 grants 120,000 shares Exhibit 99.1 Read more: Warner Bros. Discovery (WBD) stock analysis and investment case
Why it matters OptimistFi's case had been that WBD was a levered cash-harvest and streaming-transition bet. This filing weakens that case because WBD is now a wholly owned subsidiary of Skydance Corporation and holders of WBD Common Stock now have only a right to receive cash. The extra cash tied to the closing date was about $41.89 million, about 0.05% of the roughly $78 billion deal value.
That makes the final price bump small next to the deal value. The ratified RSU grants and share issuances look like cleanup around legacy compensation, not an operating signal. For holders, the main change is the shift from listed equity to a cash claim. The closing notice is best read as control change and cleanup around legacy awards.
Browse: stock research on every company OptimistFi covers
What's next After the Form 25s become effective, WBD plans to file Form 15 to end registration of WBD Common Stock and the Euro Notes. That would suspend reporting obligations under Sections 13 and 15(d) of the Exchange Act.
The transaction bonuses approved for Mr. Wiedenfels, Mr. Campbell and Mr. Perrette are $2.14 million, $2.95 million and $2.85 million, payable no later than 60 days after the deal closes. Mr. Wiedenfels, Mr. Campbell and Ms. Aiyar are set to leave employment on October 16, 2026. Any challenge to the ratification must be brought within 120 days from October 6, 2026.
More from OptimistFi WBD stock: the Warner Bros. Discovery thesis, its status and the next test to watch United States Brent Oil Fund, LP (NYSE Arca: BNO) Tracks a Supply Gap Alpha Teknova, Inc. (NASDAQ: TKNO) Adds Regulatory Support for PluriFreeze Meta Platforms, Inc. (NASDAQ: META) Has a Conditional $18 Billion Bill Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources SEC 8-K — Current report announcing completion of the acquisition, delisting steps, and deal consideration. Exhibit 99.1 — Statutory notice ratifying 396,804 RSUs and 120,000 shares issued under the director plan. Read the full OptimistFi thesis on Warner Bros. Discovery, Inc.: https://optimistfi.com/stocks/WBD
See what would break the Warner Bros. Discovery, Inc. thesis and track it live on the OptimistFi Thesis-Break Engine.
Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.
The full Warner Bros. Discovery, Inc. investment case, its status and the next test to watch live on the Warner Bros. Discovery, Inc. thesis page.
Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
Biogen v posledním čtvrtletí vykázal zisk na akcii (EPS) ve výši 3,60 USD oproti očekávaným 3,04 USD; jeho Earnings ESP činí před zveřejněním výsledků hospodaření 28. října 2026 +2,19 %.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Biogen Inc. (BIIB - Free Report) , which belongs to the Zacks Medical - Biomedical and Genetics industry, could be a great candidate to consider.
This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 19.72%.
For the most recent quarter, Biogen was expected to post earnings of $3.04 per share, but it reported $3.6 per share instead, representing a surprise of 18.42%. For the previous quarter, the consensus estimate was $2.95 per share, while it actually produced $3.57 per share, a surprise of 21.02%.
Price and EPS Surprise
For Biogen, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Biogen has an Earnings ESP of +2.19% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on October 28, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Cloudflare's network just crossed a threshold that changes the math on who actually uses the internet, and investors are betting that milestone turns into something much bigger than a one-month stock surge.
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Cloud software’s past-month rally landed mostly on two names, and Cloudflare (NYSE:NET | NET Price Prediction) is the one tied most directly to machine-driven internet traffic. Cloudflare stock is up 28% over the past month and trades at $357.02. That run raises a fair question about how much of Cloudflare’s growth story the share price already reflects.
Checking in on the peers, Datadog (NASDAQ:DDOG) stock is up 31% over the past month and trades at $278.07, an even faster climb. Snowflake (NYSE:SNOW) stock is up 0.98% over the past month and trades at $340.48, a nearly flat performance when compared to the other two cloud names.
At the same time, the First Trust Cloud Computing ETF (NASDAQ:SKYY) and the Invesco QQQ Trust (NASDAQ:QQQ) are each up 6% over the past month. Both funds gained far less than Cloudflare and Datadog shares, placing the bulk of the move in two stocks.
Non-Human Traffic Becomes the Majority Cloudflare reported its second-quarter 2026 results on August 6, with the company’s revenue up 36% from a year earlier. The more striking detail came from Cloudflare’s network, where more than half of the traffic was non-human for the first time. That means machines, such as bots, crawlers and artificial intelligence (AI) agents, now generate most of the requests the company handles.
Chief Financial Officer Thomas Seifert tied Cloudflare’s quarter to that shift, stating, “We delivered a stellar second quarter with strength across all major metrics we track, driven in particular by another quarter of rapid growth in our Workers developer platform and agentic workloads across our network.” Agentic workloads are tasks that AI agents carry out on their own, and Cloudflare’s Workers platform gives developers a lightweight place to build and run that code.
Datadog Runs as Snowflake Stalls Datadog sells observability software that monitors applications and infrastructure, while Snowflake offers a data platform charged on consumption. Revenue at Cloudflare, Datadog and Snowflake rises as workloads grow, even though each company operates at a different layer of the technology stack.
That shared billing model makes Snowflake’s flat month the more telling detail. Snowflake stock barely moved while Datadog and Cloudflare shares ran, a sign that the market is paying up for specific AI traffic and monitoring stories in this stretch.
Cloudflare co-founder Matthew Prince put the trend in sharper terms on the second-quarter call, declaring, “In other words, humans will be a rounding error on the Internet, not because human traffic goes down, but that’s just how fast we’re seeing non-human traffic grow.” Beyond security, Cloudflare is building payment rails and controls meant to let AI agents pay tiny fees per request, a potential new way to monetize machine traffic.
Weighing a Narrow Rally Built on an Early Story The bull case for Cloudflare rests on non-human traffic becoming the majority of what crosses the network, since a company paid to route and secure traffic benefits from more of it (we covered seven of the companies supplying the AI data-center expansion, power, cooling and networking included, which you can grab here). However, this narrow rally is priced on a machine-traffic story still in its early innings, and Cloudflare stock has already collected a 28% gain in a month. Cloudflare also still reports GAAP net losses, tying its valuation closely to sustained growth.
The next Cloudflare quarterly report should show whether machine traffic translates into faster revenue growth. Datadog’s and Snowflake’s next results could also show whether the AI demand behind the two big movers spreads across cloud software more broadly.
Contact [email protected] for any questions or corrections.
Akcie Seagate v úterý klesly o 8,9 % a akcie Western Digital o více než 6,4 % kvůli plánům společnosti Toshiba rozšířit výrobu pevných disků a sporu o divizi TDK.
Seagate Technology and Western Digital shares fell on Tuesday as investors assessed Toshiba’s potential expansion in the hard-disk drive market and a reported bidding contest for TDK’s magnetic-heads business.
Bloomberg reported that Seagate and Toshiba are competing to acquire the hard-drive magnetic-heads unit of TDK, the only independent manufacturer of magnetic-recording heads.
The deal could be worth several billion dollars, according to people familiar with the matter cited by Bloomberg.
The report follows a Nikkei report that Toshiba plans to double production capacity for data-centre hard drives during its fiscal 2027.
Seagate and Western Digital shares fell 10% on Friday following that report before recovering some of those losses on Monday.
Seagate shares were down 8.9% at $808.08 on Tuesday, leaving the stock roughly 14% lower since Thursday’s close. Western Digital shares fell more than 6.4% to $413.16.
Both companies are major players in the global hard-disk drive market, while Toshiba remains a distant third.
Seagate and Western Digital have benefited from growing demand for storage linked to the expansion of artificial intelligence data centres.
Hard-disk drives remain a primary storage option for cloud providers in hyperscale data centres, as AI applications generate increasing volumes of data that need to be stored over longer periods.
Wedbush analyst Matt Bryson said in an Investor's Business Daily report that Seagate would never receive antitrust approval to acquire TDK’s magnetic-head business because such a deal could leave the third-largest HDD vendor dependent on Seagate.
TDK shares rose as much as 7.3% in Tokyo on Tuesday, while Seagate and Western Digital declined more than 1% in premarket trading.
TDK’s magnetic-head business is strategically important because the company supplies the component to Seagate, Western Digital and Toshiba.
Seagate and Western Digital both manufacture magnetic heads internally but also rely on TDK to manage increases in demand.
Toshiba, meanwhile, depends entirely on TDK for the component.
Toshiba also needs access to TDK’s technology as it works to mass-produce high-capacity heat-assisted magnetic recording hard drives.
The technology is considered important to the company’s efforts to narrow the gap with its larger competitors.
The winning bidder could gain greater control over an important part of the HDD supply chain, potentially increasing pricing power and affecting competitors’ ability to expand production.
A Toshiba spokesperson said the Bloomberg report was inconsistent with the company’s understanding and that of its principal backer, Japan Industrial Partners, without elaborating.
The potential transaction comes as demand for hard drives rises alongside AI data-centre investment.
The companies are competing for a larger share of a market where storage capacity has become increasingly important as AI workloads generate large volumes of data.
According to TrendForce, Seagate and Western Digital each account for around 45% of the HDD market based on bits supplied, while Toshiba has about 10%.
The reported bidding process could also face antitrust scrutiny because of the concentration in the HDD market and the growing importance of data-centre storage capacity.
Representatives of the three companies also discussed ways to maintain access to magnetic heads, including a possible joint venture, according to people familiar with the matter cited by Bloomberg.
The talks remain preliminary and could fall apart.
TDK is also considering selling the HDD head business as it shifts resources towards batteries, passive components and sensors.
A sale could provide additional funds for investment in areas where the company expects stronger AI-related demand, including wearable devices such as smart glasses.
Qualys, Inc. (NASDAQ:QLYS – Get Free Report)’s stock price hit a new 52-week high on Tuesday. The stock traded as high as $204.41 and last traded at $201.5790, with a volume of 36099 shares changing hands. The stock had previously closed at $198.68.
Wall Street Analysts Forecast Growth Several brokerages have recently commented on QLYS. Wedbush downgraded Qualys from an “outperform” rating to a “neutral” rating and set a $175.00 price objective on the stock. in a research report on Thursday, September 10th. Scotiabank increased their price target on shares of Qualys from $190.00 to $220.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. DA Davidson raised their price objective on Qualys from $135.00 to $165.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. Robert W. Baird set a $160.00 price objective on Qualys in a research note on Wednesday, August 5th. Finally, Truist Financial lifted their target price on Qualys from $160.00 to $185.00 and gave the stock a “hold” rating in a report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $173.87.
Check Out Our Latest Stock Report on QLYS
Qualys Price Performance The stock’s 50-day moving average price is $176.30 and its 200 day moving average price is $132.51. The firm has a market capitalization of $6.85 billion, a PE ratio of 34.25 and a beta of 0.60. Qualys (NASDAQ:QLYS – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.20. The firm had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.Qualys’s quarterly revenue was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.68 earnings per share. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. Equities research analysts forecast that Qualys, Inc. will post 5.84 earnings per share for the current fiscal year.
Insider Transactions at Qualys In other news, CEO Sumedh Thakar sold 3,200 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $170.05, for a total transaction of $544,160.00. Following the transaction, the chief executive officer owned 180,338 shares in the company, valued at approximately $30,666,476.90. This trade represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of the firm’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $158.19, for a total transaction of $79,095.00. Following the transaction, the director directly owned 12,210 shares in the company, valued at $1,931,499.90. This trade represents a 3.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 7,941 shares of company stock worth $1,326,739 over the last quarter. 0.72% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Qualys Several institutional investors have recently bought and sold shares of the business. BlackRock Inc. bought a new position in shares of Qualys during the 2nd quarter worth approximately $792,316,000. Legal & General Group Plc purchased a new position in Qualys in the second quarter worth $197,624,000. Arrowstreet Capital Limited Partnership increased its position in shares of Qualys by 127.0% during the first quarter. Arrowstreet Capital Limited Partnership now owns 832,796 shares of the software maker’s stock worth $73,161,000 after purchasing an additional 465,952 shares in the last quarter. Clark Capital Management Group Inc. lifted its holdings in shares of Qualys by 402.2% during the 4th quarter. Clark Capital Management Group Inc. now owns 363,593 shares of the software maker’s stock valued at $48,322,000 after purchasing an additional 291,192 shares during the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Qualys during the 2nd quarter valued at $39,044,000. 99.31% of the stock is owned by hedge funds and other institutional investors.
About Qualys (Get Free Report)
Qualys, Inc provides cloud-based information technology, security and compliance solutions for organizations worldwide. Its platform is designed to help businesses identify, assess and manage security vulnerabilities across their networks, endpoints, cloud environments and web applications.
The company’s offerings include vulnerability management, asset inventory, security and compliance assessment, web application security, endpoint detection and response, and cloud security capabilities.
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Robinhood uvedl, že více než 150 000 zákazníků si otevřelo účty pro AI agenty a že tito agenti využívají nástroje společnosti téměř 30 milionkrát denně.
Back in May, Robinhood (HOOD -1.86%) launched Robinhood Agents, an in-app feature that allows its users to connect AI models (including those from OpenAI and Anthropic) to their accounts to analyze markets, build strategies, and even trade stocks and cryptocurrencies.
At its recent HOOD Summit in Houston, Robinhood revealed that over 150,000 of its customers had already opened agnetic trading accounts, and that those agents were using Robinhood's tools nearly 30 million times per day. CEO Vlad Tenev said that integration gave retail traders the "tools once reserved for hedge funds, big banks, and quant firms."
Image source: Getty Images.
Allowing an AI agent to actively place trades might sound like a risky move, but Robinhood believes that strategy could strengthen its core business. Let's see how Robinhood Agents work, the guardrails that limit their abilities, and their long-term growth potential.
How do Robinhood Agents work? Robinhood users must open a new sub-account with a defined balance to access Robinhood Agents' AI-driven trades. That isolation blocks the agents from accessing their main accounts.
By default, Robinhood Agents require users to manually approve drafted stock and crypto trades. However, more daring investors can hand over the reins and have the AI agents automatically execute trades based on their own strategies, with no user intervention. In automated trading mode, the AI agents can only make trades based on the user's established boundaries -- which can include a capped allocation size or specific risk thresholds.
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How could Robinhood Agents strengthen the company? Robinhood doesn't charge commissions on its trades, but it sells its bundled orders to high-frequency trading firms that can execute them at more favorable prices. Those payment-for-order-flow (PFOF) fees account for most of its transaction-based revenue.
To keep growing, Robinhood needs to continue gaining new accounts and have those customers place more active trades. That's why it flourished during the buying frenzy in meme stocks and cryptocurrencies during the pandemic, but struggled when rising interest rates drove investors to park their cash in more conservative, income-generating investments.
Robinhood Agents could smooth out those trading volumes by automatically executing more trades. That could be a crucial strategy in this market, with the 10-Year Treasury yield hovering near its highest level since 2007 and chilling the demand for riskier investments.
Robinhood Agents also complements the company's broader strategy of entering next-gen trading markets -- including prediction markets (through Robinhood Derivatives), tokenized real-world assets (RWAs), and tokenized stocks -- before its bigger competitors. That expansion could also increase the stickiness of its ecosystem and widen its competitive moat.
But could this be a premature move? Most traditional brokerages haven't yet connected their platforms to AI models, giving Robinhood a first-mover advantage in this nascent market. However, it could also be premature for Robinhood to dive headfirst into the market, as the risks remain unknown.
Plenty of smaller companies have already tried to automate stock and crypto trades with AI-powered trading apps. Still, many of those efforts flopped because they failed to understand one of the core tenets of investing: past performance never guarantees future gains. AI models can crunch past data, but basing future trades on those historic patterns can be disastrous. The market is also often irrational, driven by human emotions rather than cold, machine-like logic.
Robinhood knows this; that's why it's surrounding its AI agents with guardrails. So while its big AI bet might eventually pay off, it probably won't replace manual trading anytime soon. After all, 150,000 accounts only equals 0.5% of its 28.4 million funded customers.
Is Robinhood's stock still worth buying today? From 2025 to 2028, analysts expect Robinhood's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 21% and 24%. Its stock isn't a screaming bargain at 34 times next year's adjusted EBITDA, but its popularity among younger retail investors and its ambitious expansion plans could justify that higher valuation.
Tržby společnosti Medifast ve druhém čtvrtletí meziročně klesly o 27,6 % na 76,4 milionu USD, zatímco tržby na aktivního kouče vzrostly o 41 % na 6 529 USD.
Key Takeaways MED's second-quarter revenues fell 27.6% to $76.4 million as active earning coaches declined 48.7%.MED's revenue per active earning coach rose 41% to $6,529, marking a third straight quarter of growth.MED's referral program exceeded expectations as renewed coach enthusiasm supported its new product rollout. Medifast, Inc. (MED - Free Report) continues to see signs of stabilization in its business, with sequential revenue trends holding relatively steady even as the company faces pressure from a declining coach base. At its second-quarter 2026 earnings call, management said revenue has stabilized sequentially in recent quarters, aided by higher coach productivity, while improved client retention trends were another encouraging operating indicator. In the second quarter, the company reported revenues of $76.4 million, down 27.6% year over year, primarily due to a 48.7% decline in active earning coaches to approximately 11,700.
Despite the lower coach count, average revenue per active earning coach increased 41% year over year to $6,529, marking a third consecutive quarter of productivity growth. Management also said that the client referral program continues to exceed expectations as the company launches its new product line and seeks to capitalize on renewed coach enthusiasm. Management highlighted renewed energy across the coach base as coaches engage with clients around the new metabolic health narrative.
This momentum was also evident at the company’s sold-out coach convention in July, which provided a clear indication of strong coach engagement. The strong referral program performance and renewed coach enthusiasm come as the company rolls out the new product line.
Medifast’s near-term outlook follows a period of relative sequential revenue stability but continues to reflect pressure on the coach base. Management anticipates revenues of $60-$80 million in the third quarter of 2026, and they expect the active earning coach count to continue declining in the short term, while coach productivity continues to improve both year over year and sequentially. Overall, improved client retention trends and rising coach productivity are positive operating indicators as Medifast focuses on stabilizing its business.
The Zacks Rundown for MEDThe Zacks Rank #2 (Buy) company's shares have gained 14.4% in the past six months against the industry’s decline of 2.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, MED trades at a forward price-to-sales ratio of 0.47, lower than the industry’s average of 0.73.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MED’s current fiscal year bottom line calls for a year-over-year decline of 26.8%, whereas the same for next fiscal year earnings suggests 54.8% growth year over year.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks have been discussed below:
The Chef’s Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. CHEF currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CHEF’s current fiscal-year sales and earnings indicates growth of 10.8% and 33.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Mama’s Creations, Inc. (MAMA - Free Report) , together with its subsidiaries, manufactures and markets fresh deli-prepared foods in the United States. MAMA currently carries a Zacks Rank of 1.
The Zacks Consensus Estimate for MAMA's current fiscal-year sales & earnings implies growth of 30.3% and 66.7%, respectively, from the year-ago actuals. MAMA delivered a trailing four-quarter negative earnings surprise of 121.7%, on average.
Utz Brands, Inc. (UTZ - Free Report) , together with its subsidiaries, markets, sells and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. UTZ currently carries a Zacks Rank 2.
The Zacks Consensus Estimate for UTZ’s current fiscal-year sales implies growth of 3.7%, and the same for earnings implies a decline of 2.4% from the year-ago actuals. UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
Keysight Technologies, Inc. (NYSE: KEYS) is bringing agentic AI to its software, enabling engineers to direct AI agents to automate complex design tasks. Customers can use their large language models (LLMs) to generate and optimize designs, with Keysight simulation validating the agents’ progress. This shifts how engineering is done, as teams can evaluate significantly more options in the same development time.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261006539221/en/
Keysight introduces agentic AI to its design software.
More than 60% of organizations expect to deploy AI agents by 2028, yet radio frequency (RF) engineering has been slower to follow. The discipline relies on specialist expertise and uses schematics and layouts that LLMs cannot read in a consistent, deterministic way, so the process remains largely manual. Keysight Advanced Design System (ADS) 2027 addresses this by letting teams record workflows as macros their agents can learn from and convert graphical designs into code they can read. Model Context Protocol (MCP) servers connect agents to the software, guiding LLMs and agents in their interaction with ADS.
When an engineer makes a request in natural language, their agent completes the task in ADS. The MCP servers provide the agent with documented skills and tools built by Keysight that execute specific RF work consistently, reducing variability caused by AI inference models generating answers statistically. The agent then runs Keysight simulation to validate its output.
Key benefits include:
Creates an open ecosystem for agentic workflows: The MCP servers work with AI assistants and LLMs that organizations are already using, and with tools from multiple vendors in the same workflow.Speeds and expands design cycles: Agents handle repetitive setup and simulation steps in ADS, so engineers can cover more scenarios and find more optimal designs while reducing time to market.Shares engineering knowledge: Macros recorded in ADS capture an experienced engineer’s methods for colleagues and agents to reuse across teams.Niels Faché, Senior Vice President, Keysight Design Engineering Software, said: “Agentic engineering is reshaping every stage of design from concept through verification. Our decades of simulation and domain expertise validate AI results before they reach hardware. Over time, agents will turn prior projects into organizational intelligence, so a customer’s best work is the foundation for each new design.”
The MCP servers, macro recording, and Python script generation are available now in ADS 2027 and RF Circuit Simulation Professional.
Resources
Web Page: Advanced Design System (ADS)Web Page: RF Circuit Simulation Professional (Nexus)White Paper: Planning Your AI Design Journey in RF EDACase Study: Custom End-to-End AI System Multiplies Productivity and Boosts RFIC PerformanceWebinar: How to Capture and Orchestrate a Power Amplifier Design WorkflowAbout Keysight Technologies
Keysight (NYSE: KEYS) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261006539221/en/
Rocket Lab just pulled off a rare feat by leaving the broader space sector in the dust, but three simultaneous high-stakes bets now sit between the company and the future its stock price already assumes.
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Space stocks split widely over the past month. Shares of Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) landed on the strong side alongside shares of SpaceX (NASDAQ:SPCX). However, shares of satellite network builder AST SpaceMobile (NASDAQ:ASTS) barely budged over the same stretch. That split points to company-specific stories behind the rally, which makes the move in Rocket Lab stock worth a closer look.
Rocket Lab stock is up 17% over the past month to $75.31. Similarly, SpaceX stock gained 17% over the past month to $172.72, leaving the two names moving together.
In contrast, AST SpaceMobile stock is up just 1% over the past month to $62.94, representing a fraction of the gains in Rocket Lab and SpaceX shares.
For sector context, the Procure Space ETF (NASDAQ:UFO) is up 1% over the past month. Checking on the broader market, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is also up 1% over the past month. With the space fund and the broad market both posting modest gains, the run in Rocket Lab and SpaceX shares stands out as a two-company event.
Iridium Deal Could Remake Rocket Lab Rocket Lab has announced a deal to acquire Iridium Communications, a move that would make the company vertically integrated. Under that structure, Rocket Lab could design, build, launch and then operate its own satellite constellations delivering communications services globally. That combination would place Rocket Lab among the few space companies controlling every step from the factory floor to the paying customer.
Iridium follows two smaller acquisitions by Rocket Lab. The company bought Mynaric for laser communications and Motiv for space robotics, adding capabilities that feed directly into the spacecraft it builds. Each deal moves Rocket Lab closer to running a full-service space operation.
How Rocket Lab Makes Money Rocket Lab flies the Electron small-lift rocket and the HASTE suborbital vehicle, and the company is developing the medium-lift reusable Neutron rocket. Satellites and spacecraft components built by Rocket Lab have flown on more than 1,700 missions in Earth orbit and in deep-space exploration. Such a record gives Rocket Lab proven flight heritage across both launch and hardware.
Revenue at Rocket Lab comes from products, meaning spacecraft and hardware, and from services, meaning launch, with commercial operators and major defense clients, including the U.S. Space Force, making up its customer base. Owning Iridium would add recurring fees from a satellite network that bills customers continuously, a sharp shift for a business currently paid once per launch.
Three Hard Jobs at Once Execution is the main risk for Rocket Lab. The company is simultaneously buying a satellite operator in Iridium, building the Neutron rocket and folding Mynaric and Motiv into its operations, while any one of those jobs could stretch a management team and three together leave little room for delays.
Rocket Lab stock already reflects a version of events in which all three efforts work. After a 17% climb over the past month, Rocket Lab shares carry less buffer if Neutron is delayed or the Iridium integration proves costly. A blow on any front could weigh on the stock more heavily now than it would have a month ago.
What to Watch Next Updates on the Iridium deal and Neutron development are worth watching, since both shape whether Rocket Lab becomes the vertically integrated operator its acquisitions point toward. Progress on either front carries more weight for Rocket Lab now that the stock has priced in a good outcome.
Investors weighing their exposure should adjust their holdings carefully given that Rocket Lab is managing an acquisition, a new rocket and two integrations at once. Share positions should reflect both the strength of the Rocket Lab plan and the risk that one of those three efforts slips up.
Contact [email protected] for any questions or corrections.
Interactive Brokers měl v září 5,6 milionu klientských účtů, což představuje meziroční nárůst o 35 %; objem maržových úvěrů vzrostl o 36 % na 105,2 miliardy USD.
Key Takeaways Interactive Brokers' client accounts rose 35% year over year to 5.6 million in September 2026.IBKR's margin loans climbed 36% year over year to $105.2 billion, supporting interest income.IBKR's automated platform and competitive execution costs provide a foundation for scalable growth. Interactive Brokers Group, Inc. (IBKR - Free Report) reported solid brokerage metrics for September 2026, with client accounts, equity and margin balances posting strong year-over-year growth. Although Daily Average Revenue Trades (DARTs) declined sequentially, trading activity remained above the prior-year level, highlighting continued client engagement.
IBKR’s Client and Margin Growth Strengthen Revenue OutlookInteractive Brokers ended September with 5.6 million client accounts, up 35% year over year. Client accounts also increased 2% from August. Ending client equity increased 27% year over year to $964.7 billion. Client credit balances rose 20% year over year to $186.2 billion, including $6.4 billion in insured bank deposit sweeps.
Ending client margin loan balances grew 36% year over year to $105.2 billion. The increase in margin loans was the strongest growth among the major balance-sheet-related brokerage metrics, providing a favorable backdrop for interest income, while rising client assets and accounts create a larger base for future trading activity.
September DARTs rose 6% year over year to 4.1 million despite a 4% decline from August 2026. The company recorded 159 annualized average cleared DARTs per client account, while the average commission per cleared commissionable order was $2.57.
IBKR’s execution statistics also highlight its competitive positioning. The average U.S. Reg.-NMS stock trade was approximately $23,713 in September, while the total cost of executing and clearing such trades for IBKR PRO clients was about 1.2 basis points of trade value, compared with 2.5 basis points for the rolling 12 months. Competitive execution costs will likely help support client retention and trading activity.
IBKR’s Automated Platform Supports Scalable GrowthInteractive Brokers’ highly automated operating model enables it to expand across products and geographies without a proportionate increase in operating costs. Its platform provides access to stocks, options, futures, currencies, bonds, funds and digital assets across more than 170 market centers in 40 countries and 29 currencies.
Continued investments in cryptocurrencies, prediction markets, artificial intelligence and international market access are expanding IBKR’s product reach and could further increase client engagement. The scalability of its technology-led model is reflected in compensation expense, which represented just 9.8% of net revenues in the first half of 2026. As client accounts, assets and margin balances expand, IBKR should be able to leverage its existing technology infrastructure to support revenue growth and operating efficiency.
Similarly, Interactive Brokers’ peers, Robinhood Markets (HOOD - Free Report) and The Charles Schwab Corporation (SCHW - Free Report) , are leveraging technology and scalable platforms to drive client and asset growth.
Robinhood is expanding across equities, options, cryptocurrencies, retirement accounts, and prediction markets, while investments in Robinhood Gold, crypto, and prediction markets are expected to boost activity and revenue opportunities. HOOD’s technology infrastructure will likely support growth while maintaining efficiency.
Meanwhile, Schwab spans brokerage, banking, wealth management and advisory services, generating revenues from trading, net interest income and asset management. Digital, wealth, and advisor investments are expected to support client acquisition and asset gathering at SCHW, while scale should improve efficiency.
Our Take on Interactive BrokersInteractive Brokers’ September metrics data remain encouraging, led by strong growth in client accounts, equity and margin balances. The company’s automated platform and competitive execution costs provide a strong foundation for scalable growth. However, earnings remain sensitive to interest rates, while ongoing investments in technology and expansion could keep expenses elevated. Overall, the latest operating trends support a favorable long-term outlook for IBKR, although its premium valuation and interest-rate sensitivity remain key considerations.
Over the past year, shares of Interactive Brokers have rallied 28.4% compared with the industry’s 8.8% growth.
One-Year Price Performance
Image Source: Zacks Investment Research
IBKR currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here..
American Electric Power financuje investiční plán ve výši 78 mld. USD do roku 2030 dluhem a emisí akcií; čtvrtletní dividenda ve výši 0,95 USD na akcii odpovídá 58–61 % očekávaného EPS pro rok 2026.
AEP is borrowing heavily and selling stock to fund a $78 billion buildout for data center demand, all while its dividend raise pace quietly shrinks. Whether that combination protects income investors or sets them up for disappointment depends on four…
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American Electric Power (NASDAQ:AEP | AEP Price Prediction) raised its 2026 earnings guidance this summer even though it is spending far more cash than it generates. For income investors, the dividend case comes down to that gap. AEP is funding a $78 billion capital plan for 2026 through 2030 to serve data center demand, and the dividend has to share the cash.
A 3.1% Yield Backed by a 60% Payout AEP pays $0.95 per quarter. At $120.88, that yields about 3.1%. With 2026 operating EPS guidance of $6.25 to $6.55, the dividend takes roughly 58% to 61% of earnings.
AEP has raised its quarterly payout every year since 2013, but increases are getting smaller. The late 2024 raise to $0.93 was 5.7%; the late 2025 raise to $0.95 was just 2.2%. AEP cut its dividend in 2003, from $0.60 to $0.35.
Cash Covers the Dividend While Debt Covers the Buildout In 2025, AEP generated $6.94 billion in operating cash flow and paid $2.01 billion in dividends, using about 29% of operating cash. Capital spending is the strain. In the first half of 2026, capex and dividends left AEP about $3.33 billion short.
Borrowing filled most of that gap. Total debt rose from $50.24 billion at year-end to $53.50 billion by June 30, with cash at only $375 million. AEP also sold $3 billion in stock through forward contracts settling by May 2028. Management targets an FFO-to-debt ratio of 14% to 15%.
Regulators Help Make Data Centers Pay for Growth The regulated model protects the dividend. AEP has 69 gigawatts of new load contracted through 2030 under fully executed agreements, which puts AEP clearly among the utilities feeding the data-center buildout (we rounded up seven of the power, cooling, and networking names behind that same wave, available at no cost in here). In Texas, AEP collected nearly $2 billion in cash or collateral from customers. CEO Bill Fehrman explained:
“That is why we have led efforts to implement large load tariffs and structure contracts to ensure growth helps pay for growth.”
AEP earned 9.2% on its regulated business last quarter and targets 9.5% by 2030.
How AEP Stacks Up Against Duke and Southern Duke Energy (NYSE:DUK) has a $103 billion plan targeting 5% to 7% EPS growth, versus AEP’s 7%–9%. Southern Company (NYSE:SO) had a 78-year dividend run as of mid-2025, longer than AEP’s record.
Four Threats That Could Squeeze the Payout Contracted load doesn’t show up, or comes late. FFO-to-debt falls below the 14% floor and puts the credit rating at risk. Regulators reject more costs, as they did with the partial rejections of the Pirkey Plant costs and AEP Texas’s Unified Tracker Mechanism. ERCOT, the Texas grid operator, slows down approval of new projects. A 2026 Colorado legislative report describes the first risk:
“If a utility expands its transmission or generation system for this potential growth and then the data center either does not materialize, leaves after a short period, or uses less energy than expected, then those infrastructure investments may increase electricity costs for other customers.”
Verdict: Durable, With Smaller Raises Likely AEP’s dividend is built to survive the buildout. Earnings cover it by a wide margin, and debt and stock sales fund the expansion rather than the dividend. Expect future increases to lag earnings growth. AEP declared its fourth-quarter dividend on October 22 in both 2024 and 2025.
Contact [email protected] for any questions or corrections.
ANDOVER, Mass., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) announced today it will hold its third quarter 2026 earnings conference call and webcast on Tuesday, October 20, 2026 at 8:00 a.m. (Eastern). Prepared remarks regarding the company's financial and operational results for the three and nine months ended September 30, 2026 will be followed by a question and answer period with Patrizio Vinciarelli, Chief Executive Officer, Jim Schmidt, Chief Financial Officer, and Phil Davies, Corporate Vice President, Global Sales and Marketing.
Results for the third quarter will be released over GlobeNewswire at 7:00 a.m. on October 20, 2026 and the press release and a summary of the company's financial statements will be available shortly thereafter on the Investor Relations page of Vicor's website.
Vicor encourages investors and analysts who intend to ask questions via the conference call to register with Notified, the service provider hosting the conference call. Those registering on Notified’s website will receive dial-in info and a unique PIN to join the call as well as an email confirmation with the details. Registration may be completed at any time prior to 8:00 a.m. on October 20, 2026.
For those parties interested in listen-only mode, the conference call will be webcast via a link that will be posted on the Investor Relations page of Vicor's website prior to the conference call. Please access the website at least 15 minutes prior to the conference call to register and, if necessary, download and install any required software.
For those who cannot participate in the live conference call, a webcast replay of the conference call will also be available on the Investor Relations page of Vicor's website.
About Vicor
Vicor designs, manufactures and markets modular power components and complete power systems based upon a portfolio of patented technologies. Vicor licenses its patents to OEMs and hyper-scalers needing supply chain assurance, flexibility and scalability. Headquartered in Andover, Massachusetts, Vicor modules and power system technology are used in high performance computing, industrial, transportation, aerospace and defense.
www.vicorpower.com
For further information contact:
Vicor Corporation
James F. Schmidt
Chief Financial Officer
Office: (978) 470-2900
Email: [email protected]
Key Takeaways Cinemark posted record $294 million adjusted EBITDA as revenues topped $1 billion for the first time.Premium formats, pricing and higher per-capita spending are key drivers of Cinemark's margin expansion.Content mix, release timing and rising costs could challenge Cinemark's ability to sustain margin gains. Cinemark Holdings, Inc. (CNK - Free Report) delivered a standout second quarter, with adjusted EBITDA reaching a record $294 million and the adjusted EBITDA margin expanding to 27.1%. The company attributed the performance to strong box office results, operating leverage and disciplined execution. Worldwide revenues surpassed $1 billion for the first time, while admissions, concessions and per-capita spending also reached record levels.
The key question is whether this margin strength can persist beyond the exceptionally strong film slate. Management sees several structural opportunities. Pricing actions, higher premium-format penetration and growth in food, beverage and merchandise sales should continue supporting per-capita revenues. Cinemark also has meaningful operating leverage, with about 40% of its cost structure fixed, allowing stronger attendance to translate into greater profitability.
Premium offerings remain a growth lever, with Cinemark adding new XD, ScreenX, IMAX and D-BOX installations during the first half of 2026. The company also expects continued benefits from younger moviegoers, creator-led content and longer theatrical exclusivity.
However, margin expansion is not immune to volatility. Management noted that content mix, release timing and attendance remain critical, while rising electricity costs and inflationary pressures could weigh on expenses.
Overall, CNK’s margin gains appear to have a durable foundation, but sustaining them will depend on consistent box office strength and continued execution.
CNK’s Margin Story Faces AMC and MCSAMC Entertainment (AMC - Free Report) remains Cinemark’s most direct publicly traded U.S. competitor, with both companies benefiting from stronger theatrical attendance, premium formats and improved concession spending. AMC’s margin trajectory is similarly tied to box-office recovery and its ability to generate higher revenue per guest.
Marcus Corporation (MCS - Free Report) is another relevant U.S.-listed theater operator. Like CNK, Marcus can benefit from stronger attendance, premium experiences and higher food-and-beverage spending. However, CNK’s scale and operating leverage provide important advantages when box-office activity strengthens.
For CNK, continued expansion of premium formats, merchandise and per-capita sales could provide additional avenues for margin improvement. Management noted that pricing, premium-format penetration and concession growth remain key long-term drivers.
That said, sustaining CNK’s margin expansion will depend on the strength and consistency of the film slate. Content mix and release timing can cause quarterly fluctuations, while rising costs could pressure profitability.
CNK’s Price Performance, Valuation & EstimatesCNK’s shares have surged 36.8% over the past year, while the industry fell 0.4%.
CNK’s Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CNK stock trades at a forward price-to-sales (P/S) multiple of 1.14, below the industry’s average of 2.34.
CNK’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CNK’s 2026 earnings per share of $2.51 indicates a 141.4% year-over-year gain. In the past 30 days, earnings estimates for 2026 have witnessed upward revisions.
Image Source: Zacks Investment Research
CNK’s Zacks RankCinemark currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tržby společnosti Teleflex v segmentu Vascular ve 2. čtvrtletí 2026 vzrostly o 9 %, zatímco upravená provozní marže kvůli clům a akvizici klesla o 520 bazických bodů na 19,6 %.
Key Takeaways Teleflex's Vascular revenues rose 9% in Q2 2026, supported by central access and hemostatic demand. Asia revenues jumped 59.5% to $76 million, driven mainly by $27.7 million in acquired revenues.Tariffs and acquisition costs pressured margins, while pro forma net leverage improved to about 1.9X. Teleflex’s (TFX - Free Report) Vascular business is well-positioned for growth in the upcoming quarters, led by sustained demand for central access and hemostatic products, coupled with new product introductions such as EZPLAZ. Further, the company’s expansion in Asia supports revenue growth. Strong solvency looks encouraging. Yet, a dull macro scenario remains a key concern for Teleflex.
Over the past year, this Zacks Rank #1 (Strong Buy) stock has fallen 1.9% against the industry’s 2.4% growth. The S&P 500 composite has risen 15.5% during the same period.
The global provider of medical technologies has a market capitalization of $5.52 billion. TFX’s earnings surpassed estimates in three of the trailing four quarters and missed in one, delivering an average surprise of 3.2%.
Let’s delve deeper.
Tailwinds for TeleflexVascular Business Grows: The Vascular portfolio continues to benefit from demand in central access and hemostatic products. In the second quarter of 2026, Vascular revenues rose 9% on a reported basis and 8% on a pro forma adjusted constant-currency basis. For the first six months of 2026, pro forma adjusted constant-currency growth was 6.4%, extending the positive trend from the first quarter. Product development also supports the longer-term case. In late July 2026, the FDA approved EZPLAZ Freeze Dried Plasma, the first freeze-dried plasma licensed by the agency, expanding Teleflex's emergency medicine offering within Vascular. Management characterized the underlying Vascular market as a mid-single-digit growth market, supporting a durable demand backdrop beyond near-term ordering patterns.
Business in Asia Holds Long-Term Potential: Teleflex continues to expand in Asia as the acquired Vascular Intervention business broadens its presence. In the second quarter of 2026, Asia net revenues increased 59.5% to $76.0 million, primarily from $27.7 million in acquired revenues. Asia operating profit rose 235.3% to $15.0 million despite higher operating and amortization expenses tied to the acquisition.
Balance-Sheet Flexibility Improves: Teleflex exited the second quarter of 2026 with cash and cash equivalents of $300.2 million. Current borrowings were $87.5 million, remaining well below the corresponding cash balance. Long-term borrowings were $2.72 billion at the second-quarter end. Following the OEM divestiture, pro forma net leverage declined to about 1.9X from 2.8X at quarter-end, as Teleflex used proceeds to repay the $700 million Term Loan A-2. The company continues to target about $800 million of debt reduction from strategic divestiture proceeds, which should strengthen balance-sheet flexibility and reduce interest expense.
Image Source: Zacks Investment Research
What Ails TFX?Macroeconomic and Margin Risks: Teleflex remains exposed to tariffs, input costs and other global economic factors that can affect profitability. In the second quarter of 2026, adjusted gross margin declined 280 basis points (bps) year over year, primarily due to tariffs and the lower gross margin profile of the acquired Vascular Intervention business. Adjusted operating margin fell 520 basis points to 19.6% as gross margin erosion was compounded by higher operating expenses from the acquisition and increased R&D investment. The company also continues to face logistics, supplier and quality risks, although it managed through the lidocaine recall in the second quarter. If tariff costs persist or operating efficiencies take longer to emerge, margin recovery could remain gradual.
TFX Stock Estimate TrendThe Zacks Consensus Estimate for TFX’s 2026 earnings per share (EPS) has moved north by 1.8% to $7.22 in the past 30 days.
The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $2.28 billion, implying a 23.1% decline from the year-ago reported number.
Other Key PicksSome other top-ranked stocks in the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Charles River Laboratories (CRL - Free Report) .
Veracyte has an earnings yield of 4.7% against the industry’s negative 1.4% yield. Shares of the company have risen 28.2% against the industry’s 3.8% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%.
VCYT sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Globus Medical, sporting a Zacks Rank of 1 at present, has an earnings yield of 6.7% against the industry’s negative 1.4% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED shares have rallied 27.3% against the industry’s 3.8% decline over the past year.
Charles River, currently sporting a Zacks Rank of 1, has an estimated long-term earnings growth rate of 9.4% compared with the industry’s 13.2% growth. Its earnings beat estimates in each of the trailing four quarters, the average surprise being 5.9%. CRL shares have gained 4% against the industry’s 3.8% decline over the past year.
Společnost Ensign Group rozšířila akvizicemi 20 zařízení na Floridě, ve státě Washington a v Coloradu své portfolio na 418 zdravotnických provozů v 18 státech.
Key Takeaways Ensign added 20 facilities across Florida, Washington and Colorado, entering Florida for the first time.Q2-end cash of $262.3M exceeded $135.6M in long-term debt, with $591.6M available under its credit line.Most acquired operations use triple-net leases, supporting expansion without owning every property. The Ensign Group, Inc. (ENSG - Free Report) recently expanded its skilled nursing footprint through a coordinated set of acquisitions across Florida, Washington and Colorado. In Florida, it entered the state by adding eight operations with 713 skilled nursing beds and 66 independent living units, while separately buying the real estate and operations of a 118-bed Pensacola facility. It also added four Washington facilities totaling 532 skilled nursing beds and seven Colorado facilities with 760 skilled nursing beds and 47 independent living units.
Multi-State Deals Expand Ensign’s Operating FootprintMost acquired operations will run under long-term triple-net leases, while Ensign’s Standard Bearer REIT owns the Pensacola property and five additional real estate assets. The moves added meaningful scale in one sweep and broadened Ensign’s geographic reach. Florida is especially notable because it marks Ensign’s entry into a new state, while the Washington additions deepen its presence around the Seattle area and the Colorado deal strengthens an established market.
After these transactions, Ensign said its portfolio reached 418 healthcare operations, including 50 senior living operations, across 18 states. Its subsidiaries, including Standard Bearer, now have 189 real estate assets nationwide as well.
Strong Liquidity Leaves Room for More DealsAs of June 30, 2026, Ensign Group held $262.3 million in cash and cash equivalents, while long-term debt, excluding current maturities, stood at $135.6 million. The company also had $591.6 million of available capacity under its line of credit. Net cash provided by operating activities reached $272.1 million in the first half of 2026, up from $228 million a year earlier.
This strong liquidity provides flexibility to fund acquisitions, real estate purchases and ongoing reinvestment while meeting lease commitments. With cash exceeding long-term debt and substantial unused borrowing capacity, Ensign remains well positioned to pursue its acquisition pipeline without relying heavily on additional debt.
Added Scale Could Support GrowthThe latest acquisitions expand Ensign’s revenue base by adding more beds, facilities and markets to its operating network. The long-term triple-net lease structure should let Ensign scale operations without owning every property. The larger footprint may support earnings growth if occupancy, reimbursement and operating performance continue to develop as planned.
Price PerformanceShares of Ensign have gained 1.3% in the past month against the industry’s 1.3% decline.
Image Source: Zacks Investment Research
Zacks Rank & Other Key PicksThe company currently carries a Zacks Rank #2 (Buy). Enhancing the array of healthcare options, some other promising stocks in the broader Medical sector include Brookdale Senior Living Inc. (BKD - Free Report) , UnitedHealth Group Incorporated (UNH - Free Report) and Aveanna Healthcare Holdings Inc. (AVAH - Free Report) , each currently carrying a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Brookdale Senior Living’s 2026 bottom line suggests 105.4% year-over-year improvement. BKD has witnessed one upward estimate revision over the past 60 days against no movement in the opposite direction.
The consensus estimate for UnitedHealth’s full-year 2026 earnings indicates a 21.4% year-over-year increase. UNH’s earnings beat estimates in each of the past four quarters, with an average surprise of 12.1%. The consensus mark for 2026 revenues is pegged at $446.78 billion.
The consensus mark for Aveanna Healthcare’s 2026 full-year earnings implies a 36.7% jump from the year-ago reported figure. AVAH’s earnings beat estimates in each of the past four quarters, with an average surprise of 49.3%. The consensus mark for its current-year revenues is pegged at $2.69 billion, which indicates a 10.6% year-over-year increase.
Celsius Holdings očekává ve třetím čtvrtletí 12% pokles tržeb; Jefferies odhaduje tržby na 803 milionů USD a upravený ukazatel EBITDA na 164 milionů USD.
Celsius Holdings (NASDAQ:CELH), the energy beverage company, is expected to report a 12% decline in third-quarter sales, and Jefferies says the results are unlikely to resolve questions over the brand's recovery.
Jefferies expects the quarter to mark the bottom for Brand Celsius, with the focus shifting to when growth returns and how much it can accelerate as the company completes its product cleanup.
The bank expects third-quarter sales of $803 million, about 1 percentage point ahead of consensus, while forecasting adjusted EBITDA of $164 million, $7 million below the Street estimate.
Jefferies lowered its gross margin estimate by 80 basis points to 43.7% to reflect the current cost environment, while maintaining its 2026 sales forecast at about $3.2 billion.
The bank expects Celsius to generate adjusted EBITDA of $711 million in 2026, compared with its previous estimate of $728.3 million, while forecasting an adjusted EBITDA margin of 22.4%.
Jefferies said products that have been cut or are being phased out accounted for 2.5% of retail sales in the four weeks ended September 19, down from about 14% in the fourth quarter of 2025.
Active Celsius SKUs increased 5% year over year, but trailed category growth of 12%, while the brand's market share fell 2 percentage points from the end of 2025 to 8.4%.
Household penetration also declined 1.5 percentage points from the end of 2025, with Jefferies saying product cuts, out-of-stocks and a pause in innovation had weighed on the brand.
The bank expects fourth-quarter results to improve because of an easier comparison with last year's inventory destocking and the arrival of new products, although tougher retail comparisons could limit the recovery.
Jefferies said the 2027 innovation pipeline represents the first significant opportunity to rebuild consumer trial and return the brand to growth.
The bank said Celsius shares look oversold but investors are unlikely to fully value the business until execution becomes more consistent and sustainable growth returns.
Jefferies values Celsius at $42 a share, based on 12 times its 2028 adjusted EBITDA estimate of $909 million.
